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MarkdaleMGMT / transaction-methods

transaction-methods
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calculate rates of return #27

Open RiskingTime opened 5 years ago

RiskingTime commented 5 years ago

create an API transaction method that accepts inputs of the investment, timeframes, and adjusts for time weighted deposits/withdrawals to calculate a dietz method rate of return:

https://en.wikipedia.org/wiki/Modified_Dietz_method https://www.investopedia.com/terms/m/modifieddietzmethod.asp https://www.canadianportfoliomanagerblog.com/how-to-calculate-your-modified-dietz-rate-of-return/

ayeshah commented 5 years ago

configurable time

ayeshah commented 5 years ago

Should the rate of return be calculated for every investment or the overall user portfolio.

Besides deposit, withdrawals and transfers how do we process:

  1. exchange transactions
  2. gains from global update