Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Jump to bottom

Enhance CalcIRR() to support start & end date #2

Open
2 of 3 tasks
wilsonleong opened this issue Dec 2, 2020 · 0 comments
Open
2 of 3 tasks

Enhance CalcIRR() to support start & end date #2

wilsonleong opened this issue Dec 2, 2020 · 0 comments
Assignees
@wilsonleong
Labels
enhancement New feature or request
Projects
Portfolio Analytics

Comments

@wilsonleong
Copy link
Owner

wilsonleong commented Dec 2, 2020 •
edited
Loading

Add returns for additional date ranges

  • YTD 1W 1M 3M 6M 1Y 3Y 5Y (requires valuation at each of these beginning dates)

  • 2016, 2017, 2018, 2019, 2020 annualised returns - need to enhance CalcIRR() to include end date

  • Yesterday, This Week, This Month
@wilsonleong wilsonleong added the enhancement New feature or request label Dec 2, 2020
@wilsonleong wilsonleong self-assigned this Dec 2, 2020
@wilsonleong wilsonleong added this to To do in Portfolio Analytics via automation Dec 2, 2020
@wilsonleong wilsonleong changed the title Add additional returns date range Add returns for additional date ranges Dec 2, 2020
@wilsonleong wilsonleong moved this from To do to In progress in Portfolio Analytics Dec 5, 2020
@wilsonleong wilsonleong mentioned this issue Dec 9, 2020
Closed
4 tasks
@wilsonleong wilsonleong moved this from In progress to To do in Portfolio Analytics Dec 11, 2020
@wilsonleong wilsonleong moved this from To do to In progress in Portfolio Analytics Dec 12, 2020
@wilsonleong wilsonleong changed the title Add returns for additional date ranges Enhance CalcIRR() to support start & end date Dec 13, 2020
@wilsonleong wilsonleong moved this from In progress to To do in Portfolio Analytics Dec 16, 2020
@wilsonleong wilsonleong moved this from To do to In progress in Portfolio Analytics Jan 23, 2021
Portfolio Analytics automation moved this from In progress to Done Jan 23, 2021
@wilsonleong wilsonleong reopened this Jan 23, 2021
Portfolio Analytics automation moved this from Done to In progress Jan 23, 2021
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Assignees

@wilsonleong wilsonleong

Labels
enhancement New feature or request
Projects
Portfolio Analytics
In progress
Milestone
No milestone
Development

No branches or pull requests
1 participant
@wilsonleong