User story
As a user, I want to track investment positions and manual valuations so my dashboard can include investment account value.
Depends on
Scope
- Add backend APIs for securities, investment positions, investment transactions, and price snapshots.
- Support investment transactions for buys, sells, dividends, and fees.
- Treat dividends as income cashflow.
- Treat investment fees as expense cashflow.
- Treat buys, sells, and market movement as balance/position changes, not cashflow.
- Add manual price snapshot entry.
- Add Cockpit investment UI for securities, positions, activity, and valuations.
- Keep model provider-ready for future automated quote providers.
Non-scope
- Automated quote integration.
- Tax lots and taxable gain calculations.
- Cross-currency valuation.
Acceptance criteria
- User can create a security.
- User can record position-changing investment transactions.
- User can enter manual price snapshots.
- Investment account value can be calculated from positions and latest price snapshots.
- Dividends and investment fees appear in cashflow correctly.
- Security buys/sells do not appear as expenses or income.
User story
As a user, I want to track investment positions and manual valuations so my dashboard can include investment account value.
Depends on
Scope
Non-scope
Acceptance criteria