Riddy21 / Riddy21/Friday_Budgeting_Pro

[Future] Investment tracking (balance-sheet ledgers)

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enhancement future
Dominant language
Python
Stars
1
Forks
1
PR merge metrics
No merged PRs in 30d

Description

Track investment account balances, contributions, and growth over time.

Why later: v0.1 is cash-flow only.

Rough scope:

  • Balance-sheet ledger type
  • Periodic balance snapshots from Plaid /investments endpoint
  • Reports for asset allocation + growth

Contributor guide

Open the contributing guide

First steps

  1. Read the whole issue, then the project's contributing guide.
  2. Comment on the issue to say you are picking it up — it saves two people doing the same work.
  3. Fork the repository and make your change on a branch.
  4. Open a pull request that references the issue number.

Research direction

Start by reviewing the current v0.1 cash-flow ledger and the requirements for Plaid's /investments endpoint. Define the balance-sheet ledger, periodic balance snapshots, and asset-allocation and growth reports; done means these investment balances and reports are supported without changing the cash-flow scope.

Written by the indexing model from the issue text.

Assessment

Tech stack
python
Domain
fintech-quant
Issue type
Feature
Difficulty
5/5
Estimated time
Over a week
Activity status
Quiet
Clarity
Mostly clear
Newbie friendliness
35/100

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