Mike Bray - Report Writer Extension: Feedback

sprimost's Avatar

sprimost

27 Mar, 2021 11:35 PM

I have to give you a lot of credit for where this extension is going. I have had a lot of difficulty understanding the data model through python(tip of the hat to Stuart for some ideas) but this seems a better way of doing it.

My one suggestion is to provide the amount of the transaction for investment transactions. For those that are reinvestment, I see the price and the number of shares, but for a dividend that was transferred to another account, the amount is blank. I tried looking at the other side of the transfer, but it does not give the "from account" or reference. So the investment transaction list is similar to the investment report from MD ( no amount if dividend received but transferred to another account.

  1. 1 Posted by Mike Bray (Quot... on 28 Mar, 2021 07:22 AM

    Mike Bray (Quote Loader Author)'s Avatar

    Thanks for the feedback, I am going to do some work on this shortly and
    I will have a look at all recommendations
    Regards
    Mike

  2. 2 Posted by Mike Bray (Quot... on 29 Mar, 2021 02:24 PM

    Mike Bray (Quote Loader Author)'s Avatar

    I have uploaded build 3030 and added a new field called amount. In all cases, except the Divxfr transaction this will match the parent value, for Divxfr this is the dividend transferred.

  3. 3 Posted by sprimost on 30 Mar, 2021 04:32 PM

    sprimost's Avatar

    From: sprimost

    Excellent work. The project is all I had ever hoped-for .... and more.

    Thank you.

    /scp

  4. System closed this discussion on 29 Jun, 2021 04:40 PM.

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