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Assets use the wrong Quote Feed #36

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johnLegasse opened this issue Jun 12, 2024 · 0 comments
Open

Assets use the wrong Quote Feed #36

johnLegasse opened this issue Jun 12, 2024 · 0 comments
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@johnLegasse
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In short
Desktop use "Latest Quote" for asset valuation and derivated computations while mobile use "historical quotes" leading to inconsistent, outdated, less meaningful information,

Desktop
On the desktop App, each asset is setup through 2 feeds

  • Historical Quotes
  • Latest Quote

Latest Quote is used as:

  • "Latest" on the "All Securities" view
  • "Quote" on the Reports>Performance>Securities
  • "Abs. Perf." use it for the computation
  • others

Mobile
While mobile seems to be consuming the "Historical Quotes" feed for:

  • Asset
    • Current valuation
    • Price
    • Performance (TTWROR)
    • P/L
  • and as a side effect on widgets like "Performance Calculation" etc.

User expectation
As a user, I would expect those to show the most recent data on mobile, like on desktop.
The feeds I am using is providing

  • daily closes for "historical quotes" (ergo no value for today, as day is still ongoing)
  • intraday quotes for "latest quote"

Mobile dashboard show me stuff from yesterday or last friday, providing limited value.

Suggestion: mobile should use the latest quote to get the freshest data if available, fallbacking to historical if not available

@buchen buchen added the bug Something isn't working label Aug 31, 2024
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