📝 Transactions Schema

In the first place, is important to notice that we use the user historical transactions to build the portfolio returns calculations, charts, diversification, etc.

This allows us to have a more accurate calculation of the user's returns, because this way we can rebuild from the dividends received, stock splits, calculate avg. invested per month, etc.

In each transaction we store the following values

• Ticker

• Exchange

• Number of Shares

• Price

• Date of Purchase

• Currency price, this is for the stocks that have a different currency from your portfolio currency, ex. AAPL in USD, and the portfolio is in EUR.

• We also store the last split date from the company, in case it had one, because then we can adjust your number of shares automatically. This is important to have correct portfolio returns calculations.