Allow to set a fix "Cost" for the summary

[isingasimplesong]

Problem Statement
When selling and buying stocks repeatedly, ticker obviously lose track of the original amount of money used, making calculations based on the initial cost unreliable for long-term tracking

Proposed Solution
keep the current behavior default, but add an option to set a fixed cost for each group, allowing to keep track of cost through multiples trades

the config might look like that :

groups:
  - name: Global
    initial_cost: 500
    holdings:
      # REER
      - symbol: "AAA"
        quantity: 3
        unit_cost: 120

      - symbol: "BBB"
        quantity: 10
        unit_cost: 18

      - symbol: "CCC"
        quantity: 4
        unit_cost: 87

[achannarasappa]

Thanks for the suggestion! I understand the problem that your describing but I'm not clear on how an initial cost at the group level solves it. Could this be achieved through setting a fixed_cost on each holding?

[isingasimplesong]

i'm not sure we're understanding each other. i'd like to keep it at the group level, as i use them to represent different accounts. In the same account, i can completely sell one stock and get another, but i still want to track the global growth for the complete account.

In that case, with your solution, the fixed_cost at the singular holding level would not track the global value of the account, but only for one specific stock, assuming i keep buying and selling the same one. With something at the group level, i could easily keep track of the account growth.

i hope it's clearer that way. That being said, a similar thing at the holding level might be useful also