Is your feature request related to a problem? Please describe.
We have developed a "PORTFOLIO_TEMPLATE.xlsx" with several data that needs to be displayed in an organized way.
Describe the solution you'd like
Create a special tab to show summary data related to the closed transactions (linked to the "Mercado" column in "PORTFOLIO_TEMPLATE.xlsx"):
"Ações"
"Opções"
"FIIs"
"Tesouro Direto"
"Renda Fixa"
etc.
It shall have a table with the following columns:
Market
Ticker
Transaction ID
Initial Period
Final Period
Transaction Duration (days and months)
Mean Buy Price
Quantity Buy
Mean Sell Price
Quantity Sell
Total Profits
Total Cost
Special algorithm for "Transaction ID":
We need to find a way to set a "Transaction ID" when creating each tab to identify:
Opened Positions
Closed Positions
We shall use the column 'Quantidade' in "PORTFOLIO_TEMPLATE.xlsx" as a trigger to create new "Transaction ID", since we may buy/sell tickets several times:
Opening Position: +200 [Total: 200]
Resuming Position: +100 [Total: 300]
Resuming Position: -50 [Total: 250]
Closing Position: -250 [Total: 0]
Closed positions shall be displayed with values registered in "PORTFOLIO_TEMPLATE.xlsx".
Is your feature request related to a problem? Please describe.
We have developed a "PORTFOLIO_TEMPLATE.xlsx" with several data that needs to be displayed in an organized way.
Describe the solution you'd like
Create a special tab to show summary data related to the closed transactions (linked to the "Mercado" column in "PORTFOLIO_TEMPLATE.xlsx"):
It shall have a table with the following columns:
Special algorithm for "Transaction ID":
We need to find a way to set a "Transaction ID" when creating each tab to identify:
We shall use the column 'Quantidade' in "PORTFOLIO_TEMPLATE.xlsx" as a trigger to create new "Transaction ID", since we may buy/sell tickets several times:
Closed positions shall be displayed with values registered in "PORTFOLIO_TEMPLATE.xlsx".
Describe alternatives you've considered
N/A
Additional context
N/A