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MoneyTools / MyMoney.Net

MyMoney is a rich client .NET ClickOnce application for managing your personal finances. It is written entirely in C# and is designed for programmers who want easy access to their data and who want to quickly and easily add their own features. Your data will not be locked up in some proprietary format, it is yours to do with as you like.
https://moneytools.github.io/MyMoney.Net/
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Add ability to pick a date on the NetworthReport #54

Closed clovett closed 2 years ago

clovett commented 2 years ago

This adds a DatePicker to the NetworthReport which will then do it's best to compute your historical NetWorth on the given date. It will use Online StockQuote history to get accurate stock values if possible, else it will fall back on the most recent UnitPrice recorded in your transactions.

If you own a lot of stocks and have a lot of XML files in your StockQuotes cache folder, you will see some delay in generating the report while it is loading these files, but that's a one time delay since the downloaded quotes are then cached in memory so as you pick different dates it will get faster, although the further back you go in time it is also likely to have to load new .XML files for stocks you no longer own but you did own them back then.

The Drilldown from NetWorth to Portfolio reports remembers this same report date, and shows the portfolio using stock quote values from that date.

clovett commented 2 years ago

@andreva7 I just pushed a fix to this PR https://github.com/clovett/MyMoney.Net/pull/54 that fixes the click through to Portfolio Report so it remembers the date and uses stock quotes from that date, so the PR should be complete now. Please comment on the PR if you find any issues, thanks.