MadeInPierre / finalynx

A minimalistic companion (CLI & web) to organize your investment portfolio, simulate its future, and reach your life goals.
https://finalynx.readthedocs.io
GNU General Public License v3.0
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Add asset class, envelope, expected return, and investment time #39

Closed MadeInPierre closed 1 year ago

MadeInPierre commented 1 year ago

To generate analytics, it would be nice to specify several attributes on each Line, including :

In the end, a Line definition could look like this:

pea = Envelope("PEA", date_created=date(2023, 03, 21), ...)
return_stocks = Return(min=-2, mid=6, max=10, time_recommended=timedelta(years=8))

portfolio = Portfolio(children=[
    Line("ETF World", key="...", envelope=pea, class=AssetClass.STOCK, return=return_stocks)
])

Other ideas are welcome!