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For new Investment accounts, we always need to create a new commodity (which currently we don't even have a form). To improve the user experience it would be great if the commodity would be created automatically for them.
The idea would be:
Read the type field to see if it's an investment.
If it is, disable the commodity field and display the name of the account as the new commodity
On save, create the commodity together with the account.
We have an edge case here though as for Funds we use the cusip which is different than the name of the account (Yahoo uses a different identifier which is not the ISIN of the fund). In order to workaround this, the idea would be to create a Commodity form /set of fields and display it as part of the the account form (this enables functionality of creating a new commodity inline with the account if needed).
The text was updated successfully, but these errors were encountered:
For new Investment accounts, we always need to create a new commodity (which currently we don't even have a form). To improve the user experience it would be great if the commodity would be created automatically for them.
The idea would be:
We have an edge case here though as for Funds we use the cusip which is different than the name of the account (Yahoo uses a different identifier which is not the ISIN of the fund). In order to workaround this, the idea would be to create a Commodity form /set of fields and display it as part of the the account form (this enables functionality of creating a new commodity inline with the account if needed).
The text was updated successfully, but these errors were encountered: