yfinance is a new python module to interface with yahoo finance api. It could be a valid alternative to AlphaVantage. Need investigation about requests rate limits and values accuracy

This task is about refactoring (renaming too) the Model class in appropriate components and functions.
Need to add unit test too

Create a script in the root folder to control TradingMate:

• start
• stop
• test
• test in a docker container

Add the functionality to open a new trading_log.json and instead of update the window with the new data, a new tab should open containing information of the newly opened portfolio.
Ideally the main window should be able to contain a tab for each portfolio.

The UI should already be able to support multiple tabs.
The Backend instead will need a small refactor, probably just allow to handle multiple instance of the Portfolio module

There is an error with this repository's Renovate configuration that needs to be fixed. As a precaution, Renovate will stop PRs until it is resolved.

File: renovate.json
Error type: The renovate configuration file contains some invalid settings
Message: Invalid configuration option: setup.py

Can the history tree view be filtered or searched for each column

Add a context menu in the notebook tab section with the option to close the selected portfolio. Maybe also option to open a new portfolio, save, save as and add trade

Replace the bash script that controls the whole app with a Python script.

The details option opens up a panel showing details of the selected trade.
This panel could have also a red delete button.

Add a popup menu with Add trade and Remove trade options

There is a bug with the command "Delete last trade". It happened that an error log appeared and the trade was not deleted from the UI, but it was from the json file

Update the config file format to be a JSON file rather than xml

Add a confirmation window when "Delete last trade" is selected

After adding a new trade, if the timing is right (or wrong) there could be a delay of few seconds before the new information are actually added to the UI.
The Add Trade event should trigger an UI update rather than waiting for the timed update

Create an "install" command in the trading_mate_ctrl script that copies the code and the configuration into a place as "/usr/local/bin" or similar.

Create unit test with pytest

• The install command falls inside an infinite loop if pip is not found on the system
• The sudo command should be removed and the user should call the install with explicit sudo

The README needs to be updated and refactored with more info

Integrate an interface to access the IG rest API to fetch data for current price, current holdings, etc.
Add configuration parameter to select the data source (alphavantage or ig or any other)

The application title in the top bar and in the dock is Tk instead of being the app name

Add Fee in the action enumeration with a comment field

Create a new panel to control the autotrading service:

• start
• stop
• output latest log

The option menu in the history table does not disappear if the focus is moved outside (clicking anywhere)

Add a status bar at the bottom of the portfolio tab. It could show:

• internet connection
• confirmation of actions (save, add trade, etc.)
• trading log filepath

Investigate if it worth to change the UI framework from tkinter to something else.
An example could be wxPython

Update the xml file to log account activities to be a JSON file.
Does it worth to use a SQL database?

Add logging in useful parts of the code

Handle with a message dialog when the settings are edited inserting non existing files or wrong format files etc.

Create a settings menu entry: list all configurable parameters available in the config.json and let edit them updating the json file too.

There are a few improvements to add to the trade history table:

• Rename Amount into Quantity (this worth also for any other UI element)
• Symbol entries should be "LSE:xxx" and not "LON:xxx". LON label is specific to AlphaVantage and the component that calls the API should have a mapping to convert LSE into LON
• Add a last colum as Total: shows the total cost/profit of the trade, maybe coloured green or red if positive or negative

• setup Sphinx documentation for the project
• write general info of the project
• host it on readthedocs.org
• document source code

Values in the portfolio balances and the current positions could be coloured green or red based on the PL value

The installation directory can be in the home directory (maybe ~/.bin) so the install.py script would not require sudo

The UI and the backend logic could be split even more in two different and independent components.
The idea is to have the business logic in a webservice using Flask which provide rest api for all the common actions.
The UI would have to update its interface with the backend calling the rest api

Move the open/save portfolio buttons into the File menu

Add a button in the settings window to open a new window (children of the main window) which tails the current instance log

Setup CI with Travis

Add a label showing the app version in the About window

Move the holdings profit/loss panel as a row at the bottom of the holdings table