highwire-ai / open-robo-advisor

Open Robo-Advisor is a flexible robo-advisor library written in Python. 🤖
https://blog.highwire.ai
BSD 3-Clause "New" or "Revised" License
42 stars 3 forks source link

First pass at a basic transaction history. #2

Closed criccomini closed 2 years ago

criccomini commented 2 years ago

I'm not really a fan of this. I think I'll probably want to switch to full-fledged double entry book keeping. I went this route initially because both Plaid and OFX files don't really map to double entry book keeping all that well.

After looking at this implementation, I'm thinking we should just go full double entry. The history implementation isn't that much simpler and it feels less flexible.