Description:
Implement features to add, update, and remove holdings (assets) from portfolios. Include validation for asset symbols, quantities, and cost basis.
Acceptance Criteria:
Definition of Done:
- Holdings can be added/updated/removed
- Portfolio metrics auto-update
- Validation working correctly
- Unit tests > 85% coverage
Test Requirements:
- Unit tests for holding operations
- Integration tests with portfolio updates
- Tax basis calculation tests
Description:
Implement features to add, update, and remove holdings (assets) from portfolios. Include validation for asset symbols, quantities, and cost basis.
Acceptance Criteria:
Definition of Done:
Test Requirements: