EPIC Generate a report of values for all shares held - Githubissues

andyblight / share-tracking-1

Share tracking app with a Tcl/TK GUI and SQLite database.

MIT License

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EPIC Generate a report of values for all shares held #7

Open andyblight opened 2 years ago

andyblight commented 2 years ago

Updating the stop/loss for all shares I hold is something that I do every week, so this could help speed up the process. I also want to see which shares are making me money and the shares that are tailing off.

Download EOD Data for the previous week.
Import the data into the app.
Using the latest Friday prices, generate a report of held shares showing: Share ticker, name, number held, price paid, latest price, profit, new stop/loss.

Steps

[x] Import securities list from EOD Data file.
[x] Import transactions for shares. #6
[ ] Produce holdings table from transactions. #4
[ ] Import share prices from EOD data and store prices for shares that have been held or are being held.
[ ] Update holdings table with latest prices and values.

andyblight commented 1 year ago

Reviewed work so far and updated this epic. Split out design notes from README. 1h00