[GH-ISSUE #179] Performance report: Calculate performance for bundles where one of the portfolios does not have a cashflow yet #91

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opened 2026-03-03 11:58:49 +03:00 by kerem · 0 comments

kerem commented

2026-03-03 11:58:49 +03:00

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Originally created by @HenkKalkwater on GitHub (Feb 16, 2026).
Original GitHub issue: https://github.com/finmars-platform/finmars-core/issues/179

Originally assigned to: @HenkKalkwater on GitHub.

When showing the performance report, with a bundle that contains a year where one bundle had its first clashflow, but the other hadn't, it currently displays an error. It should be changed so that it does calculate the performance when using the modified_dietz method instead of raising an exception.

Originally created by @HenkKalkwater on GitHub (Feb 16, 2026). Original GitHub issue: https://github.com/finmars-platform/finmars-core/issues/179 Originally assigned to: @HenkKalkwater on GitHub. When showing the performance report, with a bundle that contains a year where one bundle had its first clashflow, but the other hadn't, it currently displays an error. It should be changed so that it does calculate the performance when using the `modified_dietz` method instead of raising an exception.