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[IMPROVE] Portfolio should figure out whether ticker is stock or ETF automatically

Open raviolispy opened this issue 2 years ago • 1 comments

What's the feature that should be improved? The portfolio loading feature.

Describe how you would like the feature improved Currently the portfolio loading tool will fail on ETFs labeled as stocks. The portfolio loading tool should be able to intelligently discern whether a ticker (perhaps ambiguously labeled as "equity") is a single stock or an ETF rather than the user having to specify.

Possibly describe the ideal way to improve this yfinance has an quoteType field which is "EQUITY" for a single stock and "ETF" for an ETF. image

Additional information I think the portfolio loading documentation is also slightly out of date - the examples in the repo work but the tool doesn't work exactly as described on the docs (w.r.t optional columns specifically).

raviolispy avatar Jul 31 '22 19:07 raviolispy

The only downside with this method is that it is going to be very time-consuming. E.g. let's say my portfolio consists of 100 instruments. Collecting the info of all 100 will be very slow. Nonetheless a good enhancement when the labelling isn't applied by the user. Adding to internal backlog to be worked on.

JerBouma avatar Aug 05 '22 16:08 JerBouma