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[Feature] Investment Tracking #2

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namsnath opened this issue Nov 30, 2020 · 0 comments
Open
16 tasks

[Feature] Investment Tracking #2

namsnath opened this issue Nov 30, 2020 · 0 comments
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enhancement New feature or request

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@namsnath
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[Feature] Investment Tracking

Motivation

  • Replace the generic spreadsheet to track investments

Requirements

Database Design

  • Add a TransactionType for Investment
  • Add a TransactionType for InvestmentReturn
  • Make an Investments table
    • FK to a transaction, transaction stores usual details, investment stores specific data
    • Add Categories like Equity, FD, etc.
    • Specific data: Rate, time-period, maturity date, current value
  • OR Make separate tables for different investment types (Equity, FD, etc.)

UI/UX

  • Separate page from Income/Expense/Transfer
  • Separate section for summary
  • Show notification when maturity reached, click to do a InvestmentReturn transaction
  • Add page to track equity/MFs/etc.
  • Show performance of each investment
  • Show CategoryChart for Investments to show breakup
    • Show InvestmentCategoryChart (?) to show stocks instead of categories (Like 5% Spicejet, 2% Gold)

Other

  • Allow choosing manual/automatic updates for current value
  • Update current value from Google Finance (?) periodically
@namsnath namsnath added the enhancement New feature or request label Nov 30, 2020
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@namsnath