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docs: investment performance vs Moscow Exchange index (WealthLedger/main#54) #67

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codex-bot merged 2 commits from feature/54-investment-performance-vs-index into develop 2026-11-08 16:49:40 +03:00
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codex-bot commented 2026-11-08 14:22:30 +03:00
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Summary

Documentation per the approved Docs Impact of change 2026-11-07-investment-performance-vs-index.

Linked Issue

WealthLedger/main#54 · spec: WealthLedger/specs#85

Changes

  • ADR 023: XIRR as «доходность»; same flows in MCFTRR; IMOEX for reference only; RUB only; period from the first flow; local index closes as an exception to ADR 019; caveats on transfers, ambiguous XIRR, MCFTRR tax rates and ISS terms.
  • New page: domains/portfolio/investment-performance.md.
  • Glossary: new terms; the old «доходность» bans are replaced with «не является результатом инвестирования».
  • Updated pages: overview, portfolio overview, all-accounts, data-reference, income overview, integrations/moex (section «Индексы»), architecture/context, http-api.

Verification

  • npm run verify: markdownlint with relative-link check and git diff --check pass.
## Summary Documentation per the approved Docs Impact of change `2026-11-07-investment-performance-vs-index`. ## Linked Issue WealthLedger/main#54 · spec: WealthLedger/specs#85 ## Changes - **ADR 023:** XIRR as «доходность»; same flows in MCFTRR; IMOEX for reference only; RUB only; period from the first flow; local index closes as an exception to ADR 019; caveats on transfers, ambiguous XIRR, MCFTRR tax rates and ISS terms. - **New page:** `domains/portfolio/investment-performance.md`. - **Glossary:** new terms; the old «доходность» bans are replaced with «не является результатом инвестирования». - **Updated pages:** overview, portfolio overview, all-accounts, data-reference, income overview, integrations/moex (section «Индексы»), architecture/context, http-api. ## Verification - `npm run verify`: markdownlint with relative-link check and `git diff --check` pass.
codex-bot added 2 commits 2026-11-08 14:22:31 +03:00
docs(adr): record investment performance vs index decision (WealthLedger/main#54) e1981a24bf
docs(portfolio): document investment performance vs index (WealthLedger/main#54)
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codex-bot merged commit f504a0f566 into develop 2026-11-08 16:49:40 +03:00
codex-bot deleted branch feature/54-investment-performance-vs-index 2026-11-08 16:49:40 +03:00
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Reference: WealthLedger/docs#67