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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>
6 lines
519 B
CSV
Vendored
6 lines
519 B
CSV
Vendored
Date,Name,Type,Sector,Industry,Country,Price,Quantity,Fees,Premium,Investment,Side,Currency
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2021/3/24,CASH,CASH,CASH,CASH,CASH,2000,1,0,0,2000,Deposit,USD
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2021/3/24,aapl,stock,Technology,Communication Services,United States,120.7,300,0,0,0,Buy,USD
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2021/3/26,msft,stock,Technology,Communication Services,United States,232.8,200,0,0,0,Buy,USD
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2021/5/21,btc,crypto,Digital Assets,Digital Assets,United States,37430,1,0,0,0,Buy,USD
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2021/7/2,aapl,stock,Technology,Communication Services,United States,139.8,300,0,0,0,Buy,USD |