Investment Tracking #24

New Issue

adam · 2025-12-28T23:24:14+01:00

adam commented

2025-12-28 23:24:14 +01:00

Originally created by @eitchtee on GitHub (Feb 1, 2025).

Suggestion for Investment Tracking:

For investments like stocks, crypto, and mutual funds, it would be helpful to break down the transactions into more detailed components, rather than just showing the final amount. Instead of simply displaying the final price after a trade, we could include:

Unit: The number of units purchased/sold
Price: The price per unit at the time of the transaction
Fee: Any processing or transaction fees involved
For example, if you buy 1 unit of stock at $200 with a $0.50 processing fee, the final amount would be calculated as:

1 unit x $200 price + $0.50 fee = final amount

This would allow users to track the number of units they have left after selling, making it easier to manage their investments. For other financial categories like income and expenses, the final amount would be sufficient, but this breakdown would add more clarity and transparency for investments.

Posted by @lucius100 on #119

Originally created by @eitchtee on GitHub (Feb 1, 2025). Suggestion for Investment Tracking: For investments like stocks, crypto, and mutual funds, it would be helpful to break down the transactions into more detailed components, rather than just showing the final amount. Instead of simply displaying the final price after a trade, we could include: Unit: The number of units purchased/sold Price: The price per unit at the time of the transaction Fee: Any processing or transaction fees involved For example, if you buy 1 unit of stock at $200 with a $0.50 processing fee, the final amount would be calculated as: 1 unit x $200 price + $0.50 fee = final amount This would allow users to track the number of units they have left after selling, making it easier to manage their investments. For other financial categories like income and expenses, the final amount would be sufficient, but this breakdown would add more clarity and transparency for investments. > Posted by @lucius100 on #119

adam added the enhancement label 2025-12-28 23:24:14 +01:00

adam commented

2025-12-28 23:24:15 +01:00

@jakubix30 commented on GitHub (Sep 24, 2025):

I think adding Investment tracking would be great, most of similiar finance tracker dosen't have it.

@jakubix30 commented on GitHub (Sep 24, 2025): I think adding Investment tracking would be great, most of similiar finance tracker dosen't have it.

adam commented

2025-12-28 23:24:15 +01:00

@max-wittig commented on GitHub (Dec 16, 2025):

Is this at all possible right now? I just saw that there is an integration with twelvedata. Is there a way to set the currencypair name correctly so that investments could be tracked already? E.g. could I specify EUR/VT so this matches with the ETF endpoint of twelvedata?

Basically, is there a way to already do this nowadays in a simple way (e.g. ignoring the cost of purchase)?

@max-wittig commented on GitHub (Dec 16, 2025): Is this at all possible right now? I just saw that there is an integration with twelvedata. Is there a way to set the currencypair name correctly so that investments could be tracked already? E.g. could I specify `EUR/VT` so this matches with the ETF endpoint of twelvedata? Basically, is there a way to already do this nowadays in a simple way (e.g. ignoring the cost of purchase)?

adam commented

2025-12-28 23:24:16 +01:00

@eitchtee commented on GitHub (Dec 16, 2025):

@max-wittig Maybe not as nice some other investment trackers, but it's definitely possible. Anything can be tracked really.

You setup an currency for VT that exchanges to EUR. Then you create an account for VT with this currency (you probably want to set this to an asset account as the money isn't liquid)

Then you setup an Automatic Exchange Rate for this pairing. I believe TwelveData supports ETF's, but I don't know if they're available on the free plan, plus you'll have to dig around in the documentation a bit to get the correct codes and pairings. Here we have some more information on what's supported for TwelveData.

After this, it's normal game, if you buy a share, it's a transfer (one income, one expense), if you sell, the same thing, but reversed.

200 EUR > 1 VT
1 VT > 200 EUR

This will show up on your networth with how many shares you have and what it is actually worth in EUR contributing to your consolidated total.

@eitchtee commented on GitHub (Dec 16, 2025): @max-wittig Maybe not as nice some other investment trackers, but it's definitely possible. Anything can be tracked really. You setup an currency for VT that exchanges to EUR. Then you create an account for VT with this currency (you probably want to set this to an asset account as the money isn't liquid) Then you setup an Automatic Exchange Rate for this pairing. I believe TwelveData supports ETF's, but I don't know if they're available on the free plan, plus you'll have to dig around in the documentation a bit to get the correct codes and pairings. [Here we have some more information on what's supported for TwelveData](https://github.com/eitchtee/WYGIWYH/wiki/Automatic-Exchange-Rates#providers-1). After this, it's normal game, if you buy a share, it's a transfer (one income, one expense), if you sell, the same thing, but reversed. 200 EUR > 1 VT 1 VT > 200 EUR This will show up on your networth with how many shares you have and what it is actually worth in EUR contributing to your consolidated total.

adam commented

2025-12-28 23:24:16 +01:00

@max-wittig commented on GitHub (Dec 17, 2025):

@eitchtee That helps. Thank you very much!

@max-wittig commented on GitHub (Dec 17, 2025): @eitchtee That helps. Thank you very much!

adam referenced this issue

2025-12-28 23:26:16 +01:00

[PR #24] [MERGED] fix(transactions:action-bar): sum button not copying correctly #116

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