links

mirror of https://github.com/wahyd4/links.git synced 2026-08-08 21:04:53 +10:00

Files

T

OpenClaw Sub-agent b67a834def feat(invest): cost basis & P&L, AUD totals, chart ranges, per-ticker page, manual entry, tx search

P1:
- WAC cost basis per (portfolio, ticker): avg_cost / unrealized P&L / P&L%
  - transaction price when recorded, else trade-date market close (estimated, flagged)
  - dashboard: Unrealized P&L card + Avg Cost & P&L columns on holdings tables
  - fx: frankfurter.dev rates (USD/HKD->AUD, 24h cache, UA header required) -> AUD total on Total Value card
  - chart: 1M/3M/6M/YTD/1Y/ALL period buttons (all periods precomputed server-side, top-level payload stays YTD for compat)
P2:
- /invest/stocks/<ticker>/ per-ticker page: cross-account holdings, WAC, P&L, weight, theme, trade history
- manual transaction + cashflow entry forms (source=MANUAL, confidence=1.0)
- dashboard transaction search (?q= ticker/account) + add-transaction buttons
- tickers link to detail page; tabular-nums on all figures
- 8 new tests (WAC sell, estimated price, incomplete, per-portfolio agg, stock page, forms, search)

2026-08-02 08:09:58 +10:00

management

feat(invest): simplify model - Portfolio/Stock/Transaction, real-time P/L via yfinance

2026-04-18 21:25:48 +10:00

migrations

feat: add cashflow-adjusted invest dashboard

2026-06-14 08:19:44 +10:00

templates/invest

feat(invest): cost basis & P&L, AUD totals, chart ranges, per-ticker page, manual entry, tx search

2026-08-02 08:09:58 +10:00

__init__.py

feat(invest): Add investment portfolio management feature