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Portfolio menu bug fixes #3204
Portfolio menu bug fixes #3204
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Could you make sure that the |
…al into portfolio_qa
…al into portfolio_qa
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In #3072 you mentioned:
Pull Metrics commands to before Graphs because this is what gives you a snapshot of your portfolio
Is this something to drop?
I've added this small commit that I think goes more according to the guidelines (only one empty line after the user input and before output, and also just 1 empty line separating each table).
Let me know if you agree with this.
Other than this, I think everything described is addressed and issues are gone.
No other remarks, very nice job on this!
Thanks, yes I drop that one, bc I found it a bit subjective after all so I let it stay as it was. Looks good to me! Tks |
Description
Fix issues mentioned here #3072, #3069, #3068
show
andbench
commandsWarning Please first define the portfolio (via 'load') and the benchmark (via 'bench').
var
calculationvar
andes
table values should be changed to % 2 decimals formatsummary
values are missing % symbolsum
to True inholdv
andholdp
. Remove total value from legend. See [IMPROVE] Redesignportfolio/holdv
andportfolio/holdp
#3121alloc assets -t
tables have no spacing between themLoading country/region data:
shows up out of nowhere withalloc -a countries
commandLoading sector data:
shows up out of nowhere withalloc sectors
mret --raw
outputs 2 tables, one for benchmark, other for portfolio. Should be identified which is which in the title.Checklist:
Others