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Add first purchase date to portfolio CSV results#160

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folefacb wants to merge 2 commits intoDFIC-Quant-Fund:mainfrom
folefacb:main
Open

Add first purchase date to portfolio CSV results#160
folefacb wants to merge 2 commits intoDFIC-Quant-Fund:mainfrom
folefacb:main

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@folefacb
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Adds a new column to the holdings table showing the first purchase date per ticker.

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Can you also ensure this actually shows up in the holdings table as a column via the src/views/holdings_table file. Ask Cursor and it'll be clear how this is done - should be simple. Once you do that, include a screenshot in this PR to show the change please.

@JadHay8
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JadHay8 commented Feb 22, 2026

BigBird is my other account lol

Added 'first_purchase_date' column and updated its display configuration. Adjusted comments for clarity and consistency.
@JadHay8
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JadHay8 commented Mar 1, 2026

Just add the screenshot with the table showing the new column and the text "Closes #148" so it closes your Issue

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3 participants