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This repository was archived by the owner on Sep 14, 2025. It is now read-only.
This repository was archived by the owner on Sep 14, 2025. It is now read-only.

[Ticker Page] - Create new info page about each holding #64

@OlegGlo

Description

@OlegGlo

When clicking on a holdings ticker, redirect to a new page similar to how sub-funds work.

Image

Inputs:

  • start date (default = inception)
  • end date (default = today)

Stuff to display here:

  • Info section about the stock + section for PMs to justify purchase of the stock
  • value of the position over time + difference in position for the selected START and END dates
  • stock price over time (notional value using the above START END)
  • Transaction history (all buys sells + dividends) - agnostic to user input

layout:

[info section + stats] [ transaction history]
[ value of position over time ]
[ stock price over time ]

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