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I created and/or updated the two files for this pull request:

  1. investment_portfolio.py and
  2. New_Sheet.xlsx

jonrebelo and others added 6 commits April 12, 2024 16:48
-Added cost basis calculation to summary page

-Added unrealized gains calculation to summary page

-Added rounding to 2 decimal places

Ongoing issues:

-Adding new ticker in transaction sheet results in key error.

-Handle all the null values being displayed on streamlit app.

-Double check consistency of outputs to ensure cells don't change unexpectedly.

New Feature:

-Add column for different investors
Removed streamlit outline in prep for updated streamlit app commit
Based on the latest info, I added these two files into the repository  Investment_Portfolio_App / JoeLi_branch
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2 participants