portfolio-performance / portfolio

Track and evaluate the performance of your investment portfolio across stocks, cryptocurrencies, and other assets.
http://www.portfolio-performance.info
Eclipse Public License 1.0
2.93k stars 602 forks source link

Neuer Buchungstyp: Kickbacks #728

Open buchen opened 7 years ago

buchen commented 7 years ago

https://forum.portfolio-performance.info/t/erfassung-von-erstatteten-kickbacks/681/2

stephanmunich commented 7 years ago

Kickbacks aktueller Status WORK-IN-PROGRESS: https://github.com/stephanmunich/portfolio/tree/feature_kickbacks

Kickbacks are implemented as a new transaction type. The GUI and all pages are loading and working. Currently, kickbacks have the same properties as dividends, including kickbacks/share. They are also shown in the category "earning/revenus/Erträge".

An alternative could be to remove the field showing kickbacks/share and also to show kickbacks in their own category or summing them up in the category fees (as negative positions).

WORK-IN-PROGRESS: Missing are all the implementations of calculations within the following folder. There, one needs to discuss first into which calculations the kickbacks are supposed to go into: /name.abuchen.portfolio/src/name/abuchen/portfolio/snapshot/security