app is now using historical exchange rates for transactions
This commit is contained in:
@@ -12,8 +12,9 @@ A comprehensive portfolio management application built with Go that allows users
|
||||
|
||||
### Currency Conversion
|
||||
- **Automatic Currency Detection**: Automatically detects stock currencies from Yahoo Finance
|
||||
- **Real-time Exchange Rates**: Fetches current exchange rates from `exchangerate-api.com`
|
||||
- **Smart Caching**: 1-hour cache for exchange rates to optimize performance
|
||||
- **Historical Exchange Rates**: Fetches historical exchange rates from the actual transaction date for accurate conversion
|
||||
- **Smart Caching**: 24-hour cache for historical rates, 1-hour cache for current rates to optimize performance
|
||||
- **Fallback System**: Uses current rates when historical rates are unavailable (marked with *)
|
||||
- **160+ Currencies Supported**: Including major currencies like USD, EUR, GBP, JPY, CHF
|
||||
|
||||
### User Experience
|
||||
@@ -110,9 +111,10 @@ portfolio-tracker/
|
||||
|
||||
The application automatically:
|
||||
- Detects the currency of stocks from Yahoo Finance
|
||||
- Converts transaction amounts to your portfolio's base currency
|
||||
- Converts transaction amounts using historical exchange rates from the transaction date
|
||||
- Displays both original and converted amounts for transparency
|
||||
- Updates exchange rates hourly for accuracy
|
||||
- Falls back to current rates when historical rates are unavailable (marked with *)
|
||||
- Provides accurate historical portfolio valuation
|
||||
|
||||
### Stock Data
|
||||
|
||||
@@ -177,9 +179,9 @@ The application uses SQLite and automatically creates the database file at `data
|
||||
|
||||
### Multi-Currency Portfolio Management
|
||||
- Create portfolios in different base currencies
|
||||
- Automatic currency conversion for cross-currency transactions
|
||||
- Real-time exchange rate fetching and caching
|
||||
- Clear indication of converted vs. original amounts
|
||||
- Automatic historical currency conversion using transaction-date exchange rates
|
||||
- Historical and real-time exchange rate fetching with smart caching
|
||||
- Clear indication of converted vs. original amounts with fallback indicators
|
||||
|
||||
### Transaction Management
|
||||
- Support for Buy, Sell, and Dividend transactions
|
||||
@@ -209,7 +211,8 @@ This project is licensed under the MIT License - see the LICENSE file for detail
|
||||
## 🔗 External APIs
|
||||
|
||||
- **Yahoo Finance**: Stock data, prices, and company information
|
||||
- **ExchangeRate API**: Currency exchange rates (free tier, no API key required)
|
||||
- **ExchangeRate API**: Historical and current currency exchange rates (free tier, no API key required)
|
||||
- **Frankfurter API**: Fallback for historical exchange rates when primary API is unavailable
|
||||
|
||||
## ⚠️ Disclaimer
|
||||
|
||||
|
||||
Reference in New Issue
Block a user