CarlosOliveira1988 / Investment_Portfolio_Analysis

This repository is useful to perform some financial analysis in Investment Portfolio
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Create a special tab in the Portfolio Widget to show results about closed positions #43

Closed CarlosOliveira1988 closed 2 years ago

CarlosOliveira1988 commented 3 years ago

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