mani-coder / wealthica-addons Goto Github PK

Hi @mani-coder 👋

I have a feature request. I can also work on it, if you can point me to the related code, data points and dev setup.

Show detailed exposure to a stock in holdings analyzer.

Today holding analyzer shows exposure to individual stocks and etfs. Can we have a feature that will show exposure/holding percentage at the stock level, that will take into account both direct stock holding as well as holding via ETFs?

Hi -- I found some issues with with plugin, please let me know if you want me to send more info.

1. Changing the date controls to choose different time frames do not change the P/L% on holdings analyzer>holdings table
2. The "Overall P/L%" on P&L charts is wrong it should take into account unrealized losses and show Profit% - Loss%

Thank you resolving part of issue 8. I did want to point out, I'm not sure if it's because of the information being pulled to the app isn't quite correct, or if what you have isn't quite correct, but...
GDNP is on the TSX Venture or TSX-V
NEXE is also on the TSX-V
DOC is also on the TSX-V
PSYK is on the Aequitas Neo Exchange

So I don't think those are .TO stocks. I think the TSX-V stocks are .V, and the Aequitas Neo Exchange stocks are .NE, at least according to yahoo finance.

Thank you!

Hello, I'm not sure why, but in the News tab, it only shows 2 of my holdings.
http://prntscr.com/1adpqw5

In the holdings tab, it shows all of them though.
http://prntscr.com/1adqp8c

So it was a little disappointing to not see all of them there, as I was looking forward to have the ability to filter news by each stock. Hope you're able to fix that!

Anyway, I am enjoying your app, thanks for it!

Hi, I have checked your add-on and the thing is that the Overall P&L Value lower than the Unrealized P&L Value is. Please find attached picture below.

Hey! I think I caught an issue.

I have a transfer out from account A to account B.
The plugin calculates deposits value well on account B:

But when I check on account A, I am expecting it to decrease the deposits on that date:

Check how the portfolio value line decreases, but the deposits line doesn't.

Previously my deposits was will below portfolio value and is closer to what I would've suspected. Will have to go through a lot of statements to figure out the correct figure myself, but maybe you know if something was pushed to production around 2 days ago? It might even have started yesterday?

The account in the graph includes transfers from another institution. Unfortunately I wasn't using Wealthica since the beginning of that account so I can't see exactly where it went wrong.

In Holdings Analyzer the price history shows TELUS Corporation (T.TO) reaching a price of CAD $35.86 on May 26, 2021 when it should be CAD $27.20

Hi there,
I am using your add-on and the the thing is there is confusing display of the current values. This bug is really confusing.
Actual: In the first days after my monthly deposit there is difference between portfolio value and deposit value. After 2 or 3 days the portfolio value is updated and the displayed diagram is up-to-date.
Expected: After my monthly deposit the portfolio value is equal to deposit value right away.