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Readme was updated
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titov-vv committed Jan 19, 2024
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3 changes: 2 additions & 1 deletion docs/README.md
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Expand Up @@ -17,11 +17,12 @@ JAL is tailored for those who want a clear insight into their personal incomes,
- Trading operations: Buy/Sell securities (stocks, ETFs, options, and more).
- Dividends for stocks and bond interest payments (including bond amortization).
- Corporate actions for stocks.
- Term deposits.
### Reports
- Daily history of account balance.
- Portfolio asset allocation for a given date.
- Monthly income/expenditure by category.
- Investment profit/loss.
- Investment profit/loss and history of payments for an assets.
- Closed deals summary.
### Price Updates
- Stock/ETF/Crypto prices updated for major global exchanges.
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3 changes: 2 additions & 1 deletion docs/README.ru.md
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Expand Up @@ -17,11 +17,12 @@ JAL пригодится тому, кто хочет видеть ясную к
- Торговые операции: Покупка/Продажа ценных бумаг (акции, ETF, опционы и др.).
- Дивиденды по акциям и купонные выплаты по облигациям (включая амортизацию облигаций).
- Корпоративные события для акций.
- Срочные вклады.
### Отчёты
- История баланса счёта по дням.
- Состояние портфеля ЦБ на заданную дату.
- Помесячный отчет доходов/расходов по категориям.
- Отчет о прибылях/убытках для инвестиций.
- Отчет о прибылях/убытках для инвестиций и выплатах по ценным бумагам.
- Отчет по завершённым сделкам с ценными бумагами.
### Обновление Котировок
- Котировки акций/ETF/крипты, обновляемые основных глобальных бирж.
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9 changes: 6 additions & 3 deletions jal/pypi_description.md
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Expand Up @@ -11,10 +11,13 @@ It was designed to keep records of personal incomes/spendings and investments wi
3. Buy/Sell operation for securities (jal supports stocks, ETFs, options, partial support of bonds and futures)
4. Dividend for stocks and Interest payments for bonds
5. Corporate actions for stocks (Split, Symbol change, Merger, Spin-Off, Stock dividend)
6. Term deposits.
- basic reports:
1. monthly incomes/spendings split by category
2. profit/loss report for investments accounts
3. closed deals report
1. Daily history of account balance.
2. Portfolio asset allocation for a given date.
3. Monthly income/expenditure by category.
4. Investment profit/loss and history of payments for an assets.
5. Closed deals summary.
- stock/ETF quotes updates for US (Yahoo), EU (Euronext), CA (TSX) and RU (MOEX) exchanges traded stocks
- Broker statement import:
1. Russian: Uralsib broker (zipped xls), KIT Finance (xlsx), PSB broker (xls), Open broker (xml).
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