portfolio tracking section with price updating

Pages/About.razor

@@ -9,6 +9,7 @@ This site aims to provide useful tools to people interested in optimizing their
 It provides tools to help you:
 <ul>
 <li>Organize your Portfolio</li>
+<li>Portfolio Review via bogleheads.org</li>
 <li>Plan Annual Saving</li>
 <!--<li>Plan Retirement</li>-->
 </ul>
@@ -18,6 +19,7 @@ It provides tools to help you:
 <br/>
 <p><b>Feedback Welcome:</b> via email to <a href="mailto:[email protected]">suggestions@bogle.tools</a> or via Private Message to Rob Relyea on bogleheads.org</p>
 <br/>
-<b>Privacy</b> - None of the answers you fill out on this site get sent to a server. All data and calculations are done on your device (PC/Phone/Tablet).<br/>
+<b>Privacy</b> - None of your data leaves this device (PC/Phone/Tablet). If you save it, it will be saved to this browser's local storage only.<br/>
+(if you set up stock price updating, requests for quotes contain ticker symbols only.)<br/>
 <br/>
 <b>Programmers</b> - This site is open source. See <a target=_blank href='https://github.com/bogle-tools/site'>github.com/bogle-tools/site</a> ↗️ for code and an issues list.<br/>

Pages/Home.razor

@@ -5,6 +5,7 @@ bogle.tools
 </PageTitle>
 
 <p><a href='portfolio'><span style="margin:3;font-Size:24pt">📈</span> Portfolio</a> - organize your portfolio</p>
+<p><a href='portfolio-review'><span style="margin:3;font-Size:24pt">🤔</span> Portfolio Review</a> - gather background info and questions</p>
 <p><a href='saving'><span style="margin:3;font-Size:24pt">💰</span> Saving Plan</a> - plan your annual savings</p>
 <!--<p><a href='retirement'><span style="margin:3;font-Size:24pt">🎉</span> Retirement Plan</a> - plan your retirement</p>-->
 <hr/>

Pages/Updated-quotes.razor

@@ -0,0 +1,30 @@
+@page "/updated-quotes"
+@inject IAppData appData
+
+
+<PageTitle>Updated Quotes</PageTitle>
+
+<h1>Updated Stock/Fund Quotes</h1>
+
+The <a href=/portfolio>portfolio tool</a> can have prices of stocks/funds updated, but you need a free account at EODHistoricalData.com<br/><br/>
+
+Steps:
+<ol>
+    <li><a href=https://eodhistoricaldata.com/register target=_new>Register</a> for free account for updated quotes at EODHistoricalData.com. They will email a free API key. You'll get 20 free quotes a day. (And can buy another 100,000 quotes for $5 from that site, which is 200 quotes per penny.)</li>
+    <li>Enter key into this tool. Then press Save button at top-right of page.</li>
+    <EditForm Model="familyData">
+        <label>EODHistoricalData.com free API key:</label><input type=text @bind-Value=familyData.EODHistoricalDataApiKey @bind-Value:event=oninput placeholder='apikey' />
+    </EditForm>
+</ol>
+<p></p>
+
+@code{    
+    private FamilyData familyData {
+        get {
+            return appData.FamilyData;
+        }
+        set {
+            appData.FamilyData = value;
+        }
+    }
+}

Shared/Models/FamilyData/Importer.cs

@@ -175,6 +175,7 @@ public static async Task<List<Account>> ImportCSV(string[] lines, IList<Fund> fu
 
                     string? investmentName;
                     double value;
+                    double? price = null;
                     double? shares = null;
                     double? costBasis = null;
 
@@ -193,6 +194,7 @@ public static async Task<List<Account>> ImportCSV(string[] lines, IList<Fund> fu
                     {
                         investmentName = chunks[3];
                         value = ParseDouble(chunks[7], allowCurrency:true);
+                        price = ParseDouble(chunks[5], allowCurrency:true);
                         shares = ParseDouble(chunks[4]);
                         costBasis = ParseDouble(chunks[13], allowCurrency:true);
                     }
@@ -209,7 +211,7 @@ public static async Task<List<Account>> ImportCSV(string[] lines, IList<Fund> fu
                             lastAccountNumber = accountNumber;
                         }
 
-                        Investment newInvestment = new () { funds = funds, Ticker = symbol, Name = investmentName, Value = value, Shares = shares, CostBasis = costBasis };
+                        Investment newInvestment = new () { funds = funds, Ticker = symbol, Name = investmentName, Price = price, Value = value, Shares = shares, CostBasis = costBasis };
                         newAccount?.Investments.Add(newInvestment);
                     }
 
@@ -235,6 +237,7 @@ public static async Task<List<Account>> ImportCSV(string[] lines, IList<Fund> fu
                             var symbol = chunks[2];
                             var investmentName = chunks[1];
                             double shares = ParseDouble(chunks[3]);
+                            double price = ParseDouble(chunks[4], allowCurrency:true);
                             double value = ParseDouble(chunks[5], allowCurrency:true);
                             // costBasis not available in CSV
 
@@ -247,7 +250,7 @@ public static async Task<List<Account>> ImportCSV(string[] lines, IList<Fund> fu
                                     importedAccounts.Add(newAccount);
                                 }
 
-                                Investment newInvestment = new () { funds = funds, Ticker = symbol, Name = investmentName, Value = value, Shares = shares };
+                                Investment newInvestment = new () { funds = funds, Ticker = symbol, Name = investmentName, Price = price, Value = value, Shares = shares };
                                 newAccount?.Investments.Add(newInvestment);
                             }
 

Shared/NavMenu.razor

@@ -18,6 +18,11 @@
                 <span style="margin:3;font-Size:24pt">📈</span>&nbsp;Portfolio
             </NavLink>
         </div>
+        <div class="nav-item px-2">
+            <NavLink class="nav-link" href="/portfolio-review">
+                <span style="margin:3;font-Size:24pt">🤔</span>&nbsp;Portfolio Review
+            </NavLink>
+        </div>
         <div class="nav-item px-2">
             <NavLink class="nav-link" href="/saving">
                 <span style="margin:3;font-Size:24pt">💰</span>&nbsp;Saving Plan

Shared/TopLine.razor

@@ -7,11 +7,8 @@
 @inject IJSRuntime JS
 
 <div style=position:absolute;right:0px;padding:10px>
-    <EditForm Model="familyData">
-        <label>key:</label><input type=text @bind-Value=familyData.EODHistoricalDataApiKey @bind-Value:event=oninput placeholder='apikey' />
-        <button @onclick=@Save>Save</button>
-        <button @onclick=@Clear>Clear</button>
-    </EditForm>
+    Your data is <a style=margin-left:0px href=/about>kept private</a>: <button @onclick=@Save>Save</button> or 
+    <button @onclick=@Clear>Erase</button>
 </div>
 
 @code{    

wwwroot/data/portfolio-assets-steps.json

@@ -0,0 +1,29 @@
+[
+    {
+        "step": "age",
+        "title": "Age",
+        "number": 1,
+        "summary": "",
+        "priority": "",
+        "returns": "",
+        "description": ""
+    },
+    {
+        "step": "asset-allocation",
+        "title": "Asset Allocation",
+        "number": 2,
+        "summary": "What is your desired [[Asset allocation|asset allocation]] (ratio of stocks to bonds)?",
+        "priority": "",
+        "returns": "",
+        "description": ""
+    },
+    {
+        "step": "retirement-assets",
+        "title": "Retirement Assets",
+        "number": 3,
+        "summary": "",
+        "priority": "",
+        "returns": "",
+        "description": ""
+    }
+]