Portfolio Report

Default Model Definition

portfolioReport: {
    "dataSource": "splitByYearMonth",
    "categories": [
        "Portfolio",
        "Income",
        "Cotisation",
        "Expenses",
        "House Expenses",
        "Dividend",
    ],
    "output": "getLastValuePerTypeForCurrentMonth",
    "beginAtZero": false,
    "chartLabelType": "money",
    "dataSourceKey": "timestamp",
    "values": "",
}

Usage

```findoc
filename: ./data.csv
model: portfolioReport
title: Portfolio
view: report
date: 2023-10-01
```

```findoc
filename: ./data.csv
model: portfolioReport
title: Portfolio
view: report
date: 2023-08-01
```

Screenshot