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PedroHFreire / risk-system-db

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Portfolio Overview #4

Open PedroHFreire opened 1 year ago

PedroHFreire commented 1 year ago

The Portfolio Overview analysis is currently incomplete. It currently includes the total value and allocation by asset type (stocks, bonds, etc.). However, it lacks the risk metric (maxDD) and a table with the current assets. These features need to be added to give a more comprehensive overview of user portfolios.

PedroHFreire commented 1 year ago

Portfolio Overview: Display a summary of the user's portfolios, which includes the total value, allocation by asset type (stocks, bonds, etc.). Incomplete: Lacks risk metric (maxDD) and a table with the current assets.