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notes.txt
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interest on cash holdings.
Stock stops trading - force sale
stocks that split into multiple symbols
Fixing bad data < $1 at start of some stocks, PJT, NRE are examples. PVT all over the place. NFC, SBT
Get data for BRK.B, BF.B,
Could not find price history for APC
Could not find price history for BRK.B
Could not find price history for BF.B
4/11/2020
- flag all price history with large gaps! don't forget to clean dividends and splits outside of range
- simple trader base it on cost basis not stock price
- Transaction page filters and colors
4/26 Notes
- Better error handling - API not running, error in simulation
5/2
- Fresh Data import (test)
5/9
- YOY return total vs per stock
- Logins & users etc.
- LIFO
5/23
- Capital Gains Page - show totals
- Capital Gains taxes broken
5/30
- Sim page- how to tell which trader is which when running more than one simple trader
- Sim error should be reported to front end. (duplicate for emphasis)
6/6
- Linting
- page icon?
6/13
- View Simulations - padding, margin, alignment at various sizes.
6/20
- Individual stock pages with total return, graphs.
- Viewing simulations while one is running shows incomplete data, does not refresh.
7/25
- Pass trading fees into trader / not app_config
8/22
- Edit on traders
- Way to run simulation with previous params.
10/3
- Run trader from git repo
- User management
- Add owner to trader in traders.
- Add shared/public/private flag to trader
Summary -
Starting Investment
Ending Value
Date Ranges
Trader
- Description
Capital Gains Summary
Dividends
YOY return total
python line wrapping at 100 chars.