kfwalther / polly Goto Github PK

Add another checkbox to enable this. We should re-org the checkboxes.

Add portfolio map (square map) with sizing/coloring based on current market value, P/S, gross margins, revenue growth rate, or some custom index

Stock tickers that no longer exist cannot be queried via Yahoo, so their data comes back empty. How can we represent these?

Add a row for Buy/Sell rating on each quarter to include comments for justification. Need to adjust rows read in code

We want to format the top 25 stocks for posting to Twitter. E.g. $TSLA

When data isn't yet loaded from the backend, we need to have some slick production-ready wait symbols (think: spinning pinwheel of death), instead of the errors and warnings currently shown.

Additional fields to add:

• 1D Gain
• 1D Gain %
• Unrealized Gain %
• Total Gain (Unrealized + Realized)
• Allocation %

Can also re-order the columns to make better intuitive sense.

Read FCF data from Sheets and display in the table as FCF margin (vs revenue) and maybe FCF growth YoY

Include a trade analysis chart/table to indicate the gain/loss on individual transactions would be super helpful.

The naming would be more accurate if "equity" was used...

Add complete setup details to README and get docker files working again. Want to look into hosting this.

The Go server and web server have a few warnings upon startup. Get rid of these!

This should be easy to add, for total portfolio value, and for each plotted individual stock.

We want to track cash deposits/withdrawals to compare portfolio performance with simply holding the cash. This should be plotted on same chart as portfolio performance.

Add a line chart to display the total portfolio growth over time.

The colors in the pie chart should be consistent. I.e. TSLA in chart 1 should be the same color in chart 2.

The current theme is too bright, and has too much white space. Re-organize and change the color scheme to be black/darker.

We want to split the CMA transactions google sheet into two in order to more accurately track metrics like YTD performance and cash balances b/w portfolios (since they're currently not distinguished).

This bar chart can go along with the holdings table, and should house all current stocks. It can be scrollable since there will be many. Could also color the bars green or red.