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Add first purchase date to portfolio CSV results #160

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Merged
JadHay8 merged 2 commits into from
Mar 22, 2026
Merged

Add first purchase date to portfolio CSV results #160

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5b9ca43
Add first purchase date to portfolio CSV results
folefacb Feb 22, 2026
c3d2c52
Add first purchase date column to holdings table
folefacb Mar 1, 2026
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3 changes: 3 additions & 0 deletions src/models/portfolio_csv_builder.py
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Original file line number Diff line number Diff line change
Expand Up @@ -987,10 +987,13 @@ def cumulative_split_factor(ticker, from_date, to_date):

sec = self.securities.get(ticker)

first_purchase = first_purchase_dates.get(ticker)

results.append({
'ticker': ticker,
'shares': qty,
'currency': currency,
'first_purchase_date': pd.Timestamp(first_purchase).date() if first_purchase else None,

# REPORTING COLUMNS (Native)
'current_price': current_price,
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