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

The get_balance function of the account is not working properly when calculating the stock account #209

Open
ghost opened this issue Jun 8, 2023 · 2 comments

Comments

@ghost
Copy link

ghost commented Jun 8, 2023

The get_balance function is unable to retrieve the correct balance of a stock account at a specific point in time.

It seems that the get_balance function of the account did not select the stock price at that time or the closest stock price to that point in time.

@Wm-X
Copy link

Wm-X commented Jul 11, 2024

this may be a more complicated issue than you think, the issue is which price should be used. the point of agreement is usually the counting, for example "how many of that thing did you have on that date" is usually known. the question is often which number should I multiply them by to arrive at a value. the problem is made worse by taxation systems saying different things, some say you must use the price from one time, others a different one. so, could you clarify is the quantity wrong (which would be an issue) or the price (which is an argument between nations and tax accountants)

@Wm-X
Copy link

Wm-X commented Jul 11, 2024

I have a solution to this but it needs piecash 2.0 and my advanced portfolio report :)

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
None yet
Projects
None yet
Development

No branches or pull requests

1 participant