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Implement simple portfolio performance #471

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oxisto opened this issue Aug 20, 2024 · 0 comments

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oxisto commented Aug 20, 2024

For simplicity reasons, let's use "beginning of time" until "now", but in the future we want to extend this to a time-frame (e.g. current year).

The performance should calculate:

Realised profits
Total gains/losses from assets
Dividends
Other payments, tax refunds, etc.
Fees

In the future, we can extend this to more sophisticated measures like TWROR

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