We need a bonds portfolio management view similar to the stocks base data. We should display the current portfolio status for the user and enable them to add new transactions and portfolios.
Technical details
Create a table view based on the stocks view Base data tab.
The user could add a new transaction.
The user could add end edit existing bond portfolios.
An extra property on this view should be the full value of the current holding.
Description
We need a bonds portfolio management view similar to the stocks base data. We should display the current portfolio status for the user and enable them to add new transactions and portfolios.
Technical details
Base data
tab.