An efficient system to monitor the metrics and transactions of the Investment Council's portfolio currently being tracked using Excel.

2 Open Issues Need Help Last updated: Dec 29, 2025

Open Issues Need Help

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AI Summary: The request is to enhance the Holdings Table by adding a new column called 'Date Invested'. This column should display the earliest purchase date for each specific ticker, which needs to be extracted from the `trades.csv` file. If a ticker has multiple purchase entries, only the very first (earliest) date should be used.

Complexity: 3/5
enhancement good first issue High Priority

An efficient system to monitor the metrics and transactions of the Investment Council's portfolio currently being tracked using Excel.

Python
enhancement good first issue High Priority

An efficient system to monitor the metrics and transactions of the Investment Council's portfolio currently being tracked using Excel.

Python