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PortfolioAnalytics
Portfolio Analytics
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Create history of total net worth with breakdown details and visualise it
#38
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wilsonleong
closed
3 years ago
wilsonleong
commented
3 years ago
Tasks
[x] Design the table structure for storing historical net worth, including breakdown and details embedded in a dict
[x] Add a process to append values to the DB
[x] Plot a chart to visualise the historical values in stacked bars (by asset class or product type or asset allocation)
Table on DB
Name: HistoricalSnapshot
Data fields
Datetime
PortfolioSummary as a dict
Totals in HKD, USD, GBP, EUR, SGD as a dict
IRR as a dict
IRR of SPX as a dict
Tasks
Table on DB
Data fields