multifol-io / site

project home for https://multifol.io/ -- tools to plan Annual Savings and Track your Portfolio
Apache License 2.0
7 stars 0 forks source link

Ticker not known won't calculate balance #260

Closed rrelyea closed 9 months ago

rrelyea commented 9 months ago

Example RFETX (an American fund that has stocks and bonds

rrelyea commented 9 months ago

Fixed by https://github.com/bogle-tools/site/commit/050734dc4a11bf5a46c31345357fdd619896a891

rrelyea commented 9 months ago

Wasn't sure how to fix right away. The problem was:

Possible solutions:

Solution for now: make the issue more discoverable to the user For now, when a holding has an unknown asset type, a red asterisk will be displayed next to it. When you select (press or click) a holding with a red asterisk, the user will see a message "Asset type is unknown. Please edit, and choose asset type." At this point, they can click "Edit " button directly below that message, and choose the appropriate asset type.

Not perfect, but better.