Portfolio wealth management app for the command line.
- Overview of stored information (transactions, prices) per stock (e.g. in stock graph)
- Import should work on server (e.g. upload of files,...)
- Taxes for profits (25% + 25%*5.5%)
- Indicator for buy and sell decision for tax reasons (Freistellungsauftrag 800€, kids)
- Semi-random Demo Portfolio with Demo User
- Internet Explorer und Firefox
- Change font for more screen legibility
- Hide form in beginning, display loading, then no data
- New view/add to some, share of individual stocks
- View for past income/savings/expense
- Give update view a few informations more
- How to display multiple information at once (str)
- UI Design
- Make nice
- Testing
- Test completeness of import (esp. duplicates, number of transactions imported) --> Done
- Test green-field installation --> Done
- Make copy of database after initial (complete) import, merge and clearing (so after it is identical to my real portfolio)
- Develop reports that I am interested in
- How to judge my performance, e.g. timing decision by finding local min. (for buy decision) and max. (for sell decision), alternative: what were the expected risks/profits? What is their realization
- Absolute PF value (e.g. graph) --> started
- Pure development must contain invest, divest (not dividend)
- Drivers for development unclear. How to include in graph?
- Decision oriented analysis
- What effect did this buy (and esp. this buy-sell combination have)
- Savings
- ...
- Other functions
- Function to reset tables money and prices and reinitialize based on transactions (loosing the prices imported)
- Programming
- Modularization
- More functions
- More logic
- Less chaos
- make dates into python dates and only convert to string if required
- How to integrate current scripts into django? --> done
- Write tests for aliases --> done
- App Design
- Switch to django for the data model -- > done
- Add graph function for stocks/portfolio/profitability
- Reporting
- Performance
- Rolling ROI for the last year. on a monthly rolling basis (graph)
- redo stock split: keep current current prices and quants, just include as a marker
- Make dialogues more resilient (ctrl-c and stupid input)
- Dialogues
- Enable way to abort dialogues
- Support a way to present to others
- Multi-User support
- Support multiple portfolios (eg. to have one to show)
- Quality check forecast retirement (esp. interest rate)
- Timing-Analyse, wie hat sich der Kurs vorher/nachher entwickelt
- ROI-Kuchen: ROI als Kuchendiagramm, wer hat wieviel dazu beigetragen
- Regression to mean for retirement forecasting
python3 manage.py runserver python3 manage.py syncdb python3 manage.py startapp m2 python3 manage.py sql m2 - Show commands to build databases python manage.py validate – Checks for any errors in the construction of your models.