The config should take a list of positions, which include a ticker, the number of shares, the date and price of purchase, and the config for the columns to generate. Specifically, I'm interested in a price at various points in time for each position, P/L and the percentage gain/loss from purchase at a given date, or between dates.
This will be useful for taking a stake at an existing portfolio and helping decide how to rebalance it.
The config should take a list of positions, which include a ticker, the number of shares, the date and price of purchase, and the config for the columns to generate. Specifically, I'm interested in a price at various points in time for each position, P/L and the percentage gain/loss from purchase at a given date, or between dates.
This will be useful for taking a stake at an existing portfolio and helping decide how to rebalance it.