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.

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

Advanced Portfolios - Custom Transactions #52

Open
dan-cooke opened this issue Mar 21, 2022 · 0 comments
Open

Advanced Portfolios - Custom Transactions #52

dan-cooke opened this issue Mar 21, 2022 · 0 comments
Labels
feature New user facing feature

Comments

@dan-cooke
Copy link
Contributor

Allow the user to add custom transactinos not covered already by trade / cash
https://plaid.com/docs/api/products/investments/

Possible values: account fee, adjustment, assignment, buy, buy to cover, contribution, deposit, distribution, dividend, dividend reinvestment, exercise, expire, fund fee, interest, interest receivable, interest reinvestment, legal fee, loan payment, long-term capital gain, long-term capital gain reinvestment, management fee, margin expense, merger, miscellaneous fee, non-qualified dividend, non-resident tax, pending credit, pending debit, qualified dividend, rebalance, return of principal, sell, sell short, short-term capital gain, short-term capital gain reinvestment, spin off, split, stock distribution, tax, tax withheld, transfer, transfer fee, trust fee, unqualified gain, withdrawal
@dan-cooke dan-cooke added the feature New user facing feature label Mar 21, 2022
@dan-cooke dan-cooke changed the title Portfolio Transactions - Custom Transactions Advanced Portfolios - Custom Transactions Mar 21, 2022
@dan-cooke dan-cooke added this to the Advanced Portfolios milestone Mar 21, 2022
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
feature New user facing feature
Projects
None yet
Development

No branches or pull requests

1 participant