The process

[x] 1. Setup: update platform and security referential, cash balances -> cache on DB
[x] 2. Setup: process new transactions -> cache on DB
[x] 3. Market data: collect the latest (including intra-day) NAV of supported stocks, ETFs and mutual funds with existing holdings -> cache on DB
[x] 4. Market data: collect the latest (including intra-day) FX rates -> cache on DB
[x] 5. Market data: collect historical EOD USDHKD exchange rates -> cache on DB
[x] 6. Market data: collect historical EOD NAV of supported stocks, ETFs and mutual funds including those already sold -> cache on DB
[x] 7. Calculations: compute portfolio summary and IRR%s -> cache on DB
[x] 8. Visualisations: load cached data from DB and plot various charts

Cache calculations on DB

[x] Table name: 'PortfolioSummary'
- [x] Original
- [x] Adjusted (allocate Allianz Income & Growth fund into Equity/Credit/Convertibles)
- [x] Including uninvested cash & FX
[x] Function name: CalcPortfolioSummaryAndCacheOnDB()
[x] Function name: GetPortfolioSummaryFromDB()