Django-based web-app to keep track of your share portfolio and other market data.
Should represent open/high/low/close/volume data at a given time for a given security, on a given exchange, with a given currency. This should be generic so it could represent shares on the ASX or cryptocurrency.
There should be a way to handle:
- stock splits
- mergers
- changes to company name/symbol
- dividends
Should represent a buy/sell, and capture any fees.
Users should be able to deposit/withdraw cash
Should contain securities and cash.
Later feature:
- support for margin loans, LVR, etc.
View a chart for a given security.
- Candlestick preferred, with option for line.
- Comparison to other securities?
- Technical analysis
View chart and table of accounts with corresponding market value for timeline
- Rate of return, time-weighted
- Rate of return, money-weighted
- Add account
View chart and table of account securities + cash, with corresponding market value selectable by date range
- Portfolio breakdown by % security
- Rate of return as per portfolio view
View transactions on a given account.
- Add transactions
Get periodic summary of performance, dividends, etc.
Periodic download of data from specified data source and importing to the database.
Users should be able to import csv files with specified format for transactions