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Investments tracking #110

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Investments tracking #110

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letehaha
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@letehaha letehaha commented Jan 28, 2024

Details here: letehaha/budget-tracker-fe#279

  • Models and Migrations
  • Sentry integration for better logging and error catching
  • Separate services per each data provider (for now only one) to fetch required data. Consider creating some universal interface so different providers will have same interface.
    • load/re-load securities list
    • sync securities list cron worker (add at the very end, and only for prod)
    • sync securities pricing
    • sync securities pricing cron worker (add at the very end, and only for prod)
    • sync individual security pricing
  • Separate services to manage models:
    • securities to sync securities data via crons and/or admin panel
    • security-pricing that will sync securities pricing data via crons and/or admin panel
    • holding to CRUD holdings
    • investment-transaction to CRUD them. Take care about proper balance updation
    • Ability to store cash in Investment accounts. Consider adding currencies as securities. Maybe even connect these cash-Securities to current Currencies table to sync exchangeRate, since user might want to set custom exchangeRate
  • Consider adding some admin user + admin endpoints to trigger syncing via UI
  • Securities sync via cron jobs
  • Stats calculations
  • Consider adding some automatic dividend transactions
  • e2e tests

@letehaha letehaha self-assigned this Jan 28, 2024
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