GoPlan-Finance/goplan-app

Add/manage "My Holdings" use case

Closed this issue · 1 comments

  • Be able to see in one view all your holdings.
  • Be able to import a CSV of your new buy/sell orders
  • We need to detect duplicate orders and skip them
  • Be able to link your Brooker account.
    • Obviously will be done later, this may have some serious security implications !
  • Add tags to each holding if needed
  • Buy or sell lots of stocks for each holding
    • Qty
    • Price paid/sold
    • Date

I would split this up into seperate tickets:

  • Transactions
  • Holdings
  • Imports