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* Add in Portfolio Holdings for Attribution functionality * Update a whole bunch * Small bugfix and linting * Remove print statements * Update Excel to match Yahoo Finance categorization * Make sure portfolio and benchmark are aligned * Add in benchmarks, robustness and bugfixing * Improve the spreadsheet * Add in allocation model and improve portfolio features * Bugfixing and more equities in the template * Bugfix * Bugfixing * Add tests and website stuff * WORK * Clean up the code * Add back in terminal changes * Missing an enter imo * Documentation fix * Small fix * Change code because tests cant handle formatting Co-authored-by: James Maslek <jmaslek11@gmail.com>
325 B
Vendored
325 B
Vendored
| 1 | Date | Name | Type | Sector | Industry | Country | Price | Quantity | Fees | Premium | Investment | Side | Currency |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2 | 07/20/2021 | CASH | CASH | CASH | CASH | CASH | 30000 | 1 | 0 | 0 | 30000 | Deposit | USD |
| 3 | 07/20/2021 | btc | CRYPTO | Digital Currency | Large | United States | 29790 | 1 | 0 | 0 | 29790 | Buy | USD |
| 4 | 07/25/2021 | eth | CRYPTO | Digital Asset | Mid | United States | 29799 | 1 | 0 | 0 | 29799 | Buy | USD |