Add cash view - Githubissues

horvathmarton / stock-buddy-dashboard

Web app for the Stock Buddy portfolio monitoring platform.

MIT License

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Add cash view #4

Closed horvathmarton closed 2 years ago

horvathmarton commented 2 years ago

Description

We need a new view where the user could manage their cash position.

It should contain:

A per portfolio view for the free cash.
A summarized cash position for the total AUM.

Technical details

We should enhance the cash service so we could use it in the strategy view.
We already have full CRUD for cash (/transactions/cash) and forex (/transactions/forex) transactions.
The user should be able to oversee the current status in each portfolio and global in every supported currency.
The user could add new in and outflows and forex transactions.