lasconic / finary_uapi

MIT License
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Handling currencies while adding/updating real estates? #137

Closed nmathey closed 1 year ago

nmathey commented 1 year ago

Hi,

I'm trying to figure out how do you handle different currencies while add a security value for instance. It looks there is a currency json object but API doesn't seem to accept forcing/modifying it.

Reviewing your code for securities, you are requesting holding account (which also has a currency json object) for each securities you want to add. Can you confirm you are already able to add securities other than your main Finary currency? If so can you point me the right direction to (try to) adapt it to real estates :)?

nmathey commented 1 year ago

Getting back to securities example, it appears Finary having an internal DB of securities with theirs associated info like currency.

Browsing Finary forum it appears handling directly value currency is not feasible (yet? - feature request here) Current workaround, given by Mounir himself, is to temporary switch UI currency display to the wanted currency, add the value, switch back to previous/home/base currency.

As of today Finary is limited to the following display currencies: "EUR", "USD", "SGD", "CHF", "GBP", or "CAD"

Good thing is we don't have to run this workaround to update the value: UI is showing your based/home currency on the web app but the amount you'll see is in value's currency