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Issues: wilsonleong/PortfolioAnalytics
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missing data in setup.py
documentation
Improvements or additions to documentation
#50
opened Feb 18, 2024 by
BottleNeck2021
Bug: when period=3M start date falls on a Sunday, IRR % is wrong
bug
Something isn't working
#49
opened Feb 7, 2022 by
wilsonleong
Create CFG file for parameters (instead of within code)
enhancement
New feature or request
#45
opened Sep 26, 2021 by
wilsonleong
Store historical market data / valuation and PnL at end of day - for faster IRR% calculation performance
enhancement
New feature or request
#44
opened Sep 24, 2021 by
wilsonleong
Add PnL attribution to explain PnL drivers
enhancement
New feature or request
#43
opened Jul 10, 2021 by
wilsonleong
Add charts: Realised & unrealised PnL by Category
enhancement
New feature or request
#40
opened Jan 29, 2021 by
wilsonleong
Add mechanisms to identify undervalued stocks (fundamental analysis)
enhancement
New feature or request
#35
opened Dec 16, 2020 by
wilsonleong
Add technical analysis & monitor a list of stocks
enhancement
New feature or request
#34
opened Dec 16, 2020 by
wilsonleong
3 tasks
Gainers & Losers chart: does not take into account intraday transactions
bug
Something isn't working
low value/priority
Low value and priority
#32
opened Dec 16, 2020 by
wilsonleong
Add chart: performance yesterday, this week, this month, this year (both $ and %)
enhancement
New feature or request
#31
opened Dec 13, 2020 by
wilsonleong
Add wiki page on how to plug in your own data
documentation
Improvements or additions to documentation
#28
opened Dec 10, 2020 by
wilsonleong
Portfolio Performance chart: adjust annotation positioning
enhancement
New feature or request
low value/priority
Low value and priority
#26
opened Dec 10, 2020 by
wilsonleong
1 of 2 tasks
Add XY plot of investments
enhancement
New feature or request
question
Further information is requested
#25
opened Dec 9, 2020 by
wilsonleong
Add [Base Currency] as a global variable
enhancement
New feature or request
#12
opened Dec 4, 2020 by
wilsonleong
Enhance CalcIRR() to support start & end date
enhancement
New feature or request
#2
opened Dec 2, 2020 by
wilsonleong
2 of 3 tasks
ProTip!
What’s not been updated in a month: updated:<2024-10-09.