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Code Issues Releases Activity Actions

Investment Portfolio Sync (#974)

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* Add investment portfolio models

* Add portfolio to demo data

* Setup initial tests

* Rough sketch of sync logic

* Clean up trade sync logic

* Add trade validation

* Integrate trades into sync process
This commit is contained in:
Zach Gollwitzer 2024-07-16 09:26:49 -04:00 • committed by GitHub
parent d0bc959bee
commit 47523f64c2
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32 changed files with 591 additions and 56 deletions
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11
test/fixtures/security/prices.yml vendored Normal file
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one:
isin: US0378331005 # AAPL
date: <%= Date.current %>
price: 215
currency: USD
two:
isin: US0378331005 # AAPL
date: <%= 1.day.ago.to_date %>
price: 214
currency: USD