c-h-/finance

A simple portfolio tracker

finance's Issues

Major Upgrade: Native support

Allow this project to compile natively by swapping out all Blueprint components for native-compatible components and enhancing react-stockcharts to render SVGs to native SVG equivalents via https://github.com/react-native-community/react-native-svg

Show layers for summing mode

Show Area graphs that visually distinguish the layers in the graph and has a tooltip legend color coded appropriately. Right now the summing mode shows a single homogenous graph.

Show "Stats" like total value, growth %, etc below graph

Delete

Add ability to delete:

• Transactions
• Portfolios
• Comparisons

Need Cash asset handling

Goal is for Cash to work as an asset or liability.

• USD just increments up or down based on transactions
• Bitcoin and Ethereum act like a stock except it's purely value based (USD at purchase), no shares

Chart tooltip needs to be color coded matching series

Need validation and error prevention in Portfolios

Clean and clear

Allow user to clear from settings:

• cached network data
• all data

During partial loading, errors are thrown in chart

Hypothesized errors cause is that the columns being supplied to the chart is likely the columns for the fully loaded chart (['date', 'value_1', 'value_2']) but the data is only partially complete ({date, value_1}), causing errors when access is attempted.

Solution: give the chart only the columns for the loaded data.

Show Chart as data populates

This would mean that data shaping actions are dispatched when any api response is done, not just when they all complete. Would have to be careful about bug-testing this - currently built to "ensure" that it has all the data before shaping.

Pad graph 5% of y range on top and bottom

Show error toasts from API failures

Loading indicator

Show a loading indicator when computing new graph

Switching comparison tabs

Bug: doesn't load in stored perf tab data to UI. Needs to.

CSV/Excel Import/Export

Would be great to support portfolio transaction import/export from common finance tools

Release publicly

Could easily release via github pages. Need to investigate if it's possible to supply Quandl API key publicly in a usable way.

Connect graph scrolling to date picker

On a trailing only debounced time scale connect scrolling the graph timeline to the tab's date range. Also fire off a calculate request after switching the tab's date range. Do this after completing partial loads: https://github.com/c-h-/finance/issues/7

Track offline and notify

When no network connection, show offline indicator.

Improve API caching

Since data is entirely historical, requests to API could be entirely month based, then locally get ranges of data from those month chunks. Would be more efficient and faster to load.