na2hiro / fund-manager Goto Github PK

• Find API to get price information of FX and stock
  • https://iextrading.com/developer/
  • https://www.developer.saxo/openapi/referencedocs
• Write and run one-off tool to get historical data
• Write and set up cron job to get data weekly

To view performance of anything in time, introduce a trend view with probably bar charts. What to picture:

• Portfolio performance
• Product performance

Feature to allow onboarding as a second step of portfolio rebalancing.

• Onboarding plan view (date, amount)
• Deduct from portfolio
• Proceed clock for the plan

Stock should incorporate dividend into its profit.

• Introduce a DB schema to specify dividend information. dividend (date, stock_id, amount)
• Introduce a column dividend to stock_trade_with_evaluation

Allow editing existing trades. Better adding in the table for object-oriented UI.

• Antd editable row
• OOUI

• Set target portfolio
• Show difference between target and reality

Allow other users to build their own portfolio.

• Permission in Hasura

Use percentage instead of absolute value in currency

As a third step portfolio rebalancing, allow to create plans for individual trading

• Create section for each non-0 types of trades below the rebalance table
• Allow adding trade plans below each section and indicate what's left
• Allow finalizing trades after actual trades

Allow edit of accounts as a first step of rebalancing