ssnui / stock-portfolio-manager Goto Github PK
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Automatically exported from code.google.com/p/stock-portfolio-manager
Currencies are never converted..
The overview could perform a currency conversion with today's rate and display
the current total market value using a default currency.
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 3:33
Rework the whole project to use Injection, so that Unit Test can be added where
needed...
Original issue reported on code.google.com by [email protected]
on 22 Jun 2011 at 7:19
As a first step:
review each "Strategy" for Symbol analysis:
http://code.google.com/p/stock-portfolio-manager/source/browse/?repo=bp#hg%2Fsrc
%2Fcom%2Fproserus%2Fstocks%2Fbp%2Fstrategies%2Fsymbols
Original issue reported on code.google.com by [email protected]
on 22 Jun 2011 at 7:10
Currently, yahoo finance is used to fetch prices and data.
Define an additional source of data, in order to correctly put in place the
mechanism to let the user use its preferred source of data.
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 2:03
Perhaps the default color should be in a property file ? and injected ?
Currently every screen access the ColorSettings view (which is a singleton)..
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 2:35
CommissionCY.java
CostCY.java
CurrencyStrategy.java
DividendStrategyCY.java
EndOfPeriodCY.java
QuantityCY.java
QuantitySoldCY.java
StartOfPeriodCY.java
SumSellingCY.java
Original issue reported on code.google.com by [email protected]
on 22 Jun 2011 at 7:16
A menu option should be added to redirect the user to the "mailing list" web
page.
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 1:54
Add an option to sell "all remaining shares" available to the user when
entering a sell transaction.
Original issue reported on code.google.com by [email protected]
on 4 Jul 2011 at 11:56
Allow the user to specify the sector for each symbol
Original issue reported on code.google.com by [email protected]
on 24 Jun 2011 at 5:16
Add additional set of Symbol/Currency analysis, allowing the user to select its
preference.
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 2:01
All Date comparison should be encapsulted in DateHelper/DateUtils..
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 3:34
Let the user keep track of his current Cash Flow
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 3:32
add CAPITAL GAINS/LOSSES result
Original issue reported on code.google.com by [email protected]
on 9 Sep 2011 at 9:13
Use Commons librairies where possible:
- StringUtils
- CollectionsUtils
- ListsUtils
- DateUtils
- Validate
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 3:27
MarketValueCY.java
CapitalGainCY.java
AbstractStrategyCumulative.java
Original issue reported on code.google.com by [email protected]
on 22 Jun 2011 at 7:16
Purpose of code changes on this branch:
When reviewing my code changes, please focus on:
After the review, I'll merge this branch into:
/trunk
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 3:57
The user may require to go through a Proxy to fetch the data from the web.
There should be an option to configure it..
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 1:39
Make the SWING code thread safe
http://www.jguru.com/faq/view.jsp?EID=131370
javax.swing.SwingUtilities.invokeLater(Runnable ...);
http://download.oracle.com/javase/tutorial/uiswing/concurrency/dispatch.html
http://www.iam.ubc.ca/guides/javatut99/uiswing/overview/threads.html
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 3:29
I entered a transaction with
Price: 0.00001
Quanity: 10
Because the real price stock is a lot higher (say 20$), the calculated profit
exceeds the capacity (assumption) + the database produce an error ehen saving
the transaction.
Original issue reported on code.google.com by [email protected]
on 5 Aug 2011 at 9:14
A menu option should be added to redirect the user to the "report issues" web
page.
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 1:51
Allow the user to filter by transaction type.
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 3:30
Pie chart tab on selected tags
Original issue reported on code.google.com by [email protected]
on 24 Jun 2011 at 11:52
Currently the feature to remove a transaction and/or symbol is kind of hidden:
the option is available by right clicking on a row.
The option should be presented to the user through the toolbar and/or menu.
Original issue reported on code.google.com by [email protected]
on 15 Jul 2011 at 6:18
Bad design - legacy code.. already...
review every places where SharedFilterBp and FilterBp are used.. do we really
need 2 objects ? SharedFilterBp inherits from FilterBp..
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 2:31
Should we add a feature to allow synching with Google Finance ?
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 2:55
Somehow, the wrong DateTime object was used (from JFree). All date used should
be from standard Java API (Date, Calendar...).
JodaTime could be nice, but it is harder to combine it with Hibernate. Or then
use JodaTime everywhere...
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 3:05
What steps will reproduce the problem?
1. extract the software
2. double-click on StockPortfolioLauncher.jar
3. Get an error dialog:
"The file '/home/olivier/soft/StockPortfolio/StockPortfolioLauncher.jar' is not
marked as executable. If this was downloaded or copied from an untrusted
source, it may be dangerous to run. For more details, read about the
executable bit."
What is the expected output? What do you see instead?
It would run the program.
What version of the product are you using? On what operating system?
0.15beta, ubuntu linux
Please provide any additional information below.
Marking the .jar as executable in the zip file would most likely fix it.
Otherwise providing a simple launch.sh could do it and might even be simpler
for the end user (and cross-platform with the Mac). That said, the Launcher
name makes it pretty clear it's the jar you need to run.
Let me know if you want to go the launch.sh way, I can quickly code one for you.
Original issue reported on code.google.com by [email protected]
on 21 Jul 2011 at 1:55
Allow the user to Import and Export transaction using the excel format
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 3:31
Create test cases for basic: Symbol analysis
CommissionSYM.java
CostBasisSYM.java
DividendSYM.java
EndOfPeriodSYM.java
QuantityBoughtSYM.java
QuantityRemainingSYM.java
QuantitySoldSYM.java
StartOfPeriodSYM.java
SumSellingPricesSYM.java
Original issue reported on code.google.com by [email protected]
on 22 Jun 2011 at 7:13
Test cases for more advanced symbol analysis:
AverageCostPerShareSYM.java
MarketValueSYM.java
CapitalGainSYM.java
AnnualizedReturn.java
DividendYield.java
MarketGrowth.java
NumberOfYears.java
OverallReturn.java
Original issue reported on code.google.com by [email protected]
on 22 Jun 2011 at 7:14
What steps will reproduce the problem?
1. Click on "Add Transaction"
2. Click on Symbol drop-down
What is the expected output? What do you see instead?
The symbol drop-down should be populated with the entered symbols.
What version of the product are you using? On what operating system?
Version 0.10 Beta Build 2011-07-12_20h33m10s
Please provide any additional information below.
Original issue reported on code.google.com by [email protected]
on 13 Jul 2011 at 10:46
All String should be moved to a resource file supporting multiple languages.
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 1:55
Need to remove the Singleton from the SWING model...
Should we use Injection ? Does that work well with Visual components ?
How should SWING be better designed.
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 2:54
Design icons for toolbar
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 3:29
Allow the user to specify the sector for each symbol
Original issue reported on code.google.com by [email protected]
on 24 Jun 2011 at 5:18
A master build.xml should be added to automatically package the runtime jar and
the source jar.
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 3:30
The user should be allowed to defined its own preferred format for tickers.
This feature should include the mapping between the format used by the
application and the user preferred format.
This could be done via regular expressions..
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 1:56
When entering a dividend transaction, provide the option to reinvest it (and
allow to specify the price and quantity for the reinvestment.
Original issue reported on code.google.com by [email protected]
on 7 Aug 2011 at 1:10
A menu option should be added to redirect the user to the "comments" web page.
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 1:54
Display the remaining number of shares when entering a "sell" transaction.
Original issue reported on code.google.com by [email protected]
on 4 Jul 2011 at 11:55
Let the user see during runtime, how the analysis were calculated..
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 2:56
Add an automatic creation/update script and manahe the dbschema there instead
of hibernate.
Change the hibernate property 'update' to the keyword that ensure that
hibernate does not create/alter the db.
Original issue reported on code.google.com by [email protected]
on 5 Aug 2011 at 9:21
Add documentation on how to setup Eclipse to contribute to the project.
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 3:33
Sometime the user lost track of its transactions and just want to rebalance its
portfolio to its current value.
Another type of transaction could let the user enter its current number of
share and/or average price and/or total price..
The application would then create the necessary buy/sell transaction for the
user.
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 2:19
great start!
my bias: I think most investors are looking for a SIMPLE program to track
investments especially for CAPITAL GAINS/LOSSES purposes (tax).
Therefore some suggestions to improve: (while keeping it simple)
1. TRANSACTIONS TAB - enable multiple stock "portfolios" (folders) to place
transactions into
2. TRANSACTIONS TAB - display CAPITAL GAIN/LOSS AT DISPOSITION (column) when
SOLD
3. TRANSACTIONS TAB - display ADJUSTED COST BASE (per #shares) AT DISPOSITION
(column) when SOLD
4. TRANSACTIONS TAB - display COMMISSION/EXPENSES INCURRED ON SHARES (column)
when SOLD
5. OVERVIEW TAB - choose display "total portfolio" versus "each portfolio"
6. PERFORMANCE TAB - the "capital gain" is tricky because it's actually a loss
if sold at less than the purchase price. You need to rethink this...
all for now
G
Original issue reported on code.google.com by [email protected]
on 26 Aug 2011 at 5:55
As a first step:
review each "Strategy" for Currency analysis:
http://code.google.com/p/stock-portfolio-manager/source/browse/?repo=bp#hg%2Fsrc
%2Fcom%2Fproserus%2Fstocks%2Fbp%2Fstrategies%2Fcurrencies
Original issue reported on code.google.com by [email protected]
on 22 Jun 2011 at 7:09
Document how JPA modification and improvement can be added to the code with
minimal impact to the user.
Original issue reported on code.google.com by [email protected]
on 5 Jul 2011 at 3:31
What steps will reproduce the problem?
1. Add a new symbol and click "Add"
What is the expected output? What do you see instead?
The focus should be set to the Symbol textbox rather than keeping focus on the
Add button
What version of the product are you using? On what operating system?
Version 0.10 Beta Build 2011-07-12_20h33m10s
Please provide any additional information below.
Original issue reported on code.google.com by [email protected]
on 13 Jul 2011 at 10:45
What steps will reproduce the problem?
1. try to launch the software by double clicking on it
2. fail
What is the expected output? What do you see instead?
"The Java JAR file “StockPortfolioLauncher.jar” could not be launched."
What version of the product are you using? On what operating system?
0.15beta, Mac OS X 10.5.8
Please provide any additional information below.
The root of the problem is that on 10.5 the Java on the PATH is java 5. java 6
is installed on OSX since 10.5.2 but not linked to the /usr/bin/java. I think
that 10.6 has java 6 by default.
A launcher script could deal with that for 10.5. If you want to support 10.4
then I'm afraid you'll have to rely only on Java 5 as Java 6 is mac intel only.
Again I can help with the launcher, just let me know.
Original issue reported on code.google.com by [email protected]
on 21 Jul 2011 at 3:03
Importing a CSV file fails. This was raised ny Steve through the mailing list,
more details are required
Original issue reported on code.google.com by [email protected]
on 5 Aug 2011 at 9:03
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