/wealthica-portfolio-addon

Portfolio tracker addon for wealthica

Primary LanguageTypeScriptGNU General Public License v3.0GPL-3.0

Wealthica Developer Add-on (Portfolio vs Deposits analyser)

Wealthica addon to compare the portfolio value against the total deposits made as of the date. This add-on has been added to the Wealthica's trusted third party addons -- https://app.wealthica.com/addons/details?id=mani-coder/wealthica-portfolio-addon.

Steps to load the addon:

  1. Sign in into your Wealthica account
  2. Go to addons page -- https://app.wealthica.com/addons/
  3. Click P/L Timeline addon and install -- https://app.wealthica.com/addons/details?id=mani-coder/wealthica-portfolio-addon

You can take a quick look at the charts using the demo data.

Hope this add-on is useful to you!

Samples

Deposits Vs Portfolio

P/L Percentage Timeline

P/L Value Timeline

Holdings Chart

Stock Timeline With Transactions