Investments analytics improvement

I need to compare the cumulative sums of dividends, stock sales, purchases, and other investment-related transactions. I also want to relate my investment earnings to the expenses in my traditional accounts. So, while it's important to keep the different sources separate (traditional accounts vs. wallets), I also need to know whether my stock investments are helping me cover my day-to-day expenses.

I think one way to approach this would be to treat wallets and traditional accounts equally in certain graphs. This would allow me to select, for example, two expense categories, such as leisure and shopping, and compare them with my dividend earnings, stock sales, or both. This way, I could easily see whether I'm spending more than I'm earning from my investments.

Another important graph would show the historical value of each stock since it was first acquired. This data could be updated once a day, or the user could be allowed to configure the refresh interval. It's also essential to preserve this historical data even after the user has sold all their shares, so they can still look back at how the stock's value has evolved over time.

I see that these features would be complementary to this post