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Code Issues Releases Activity Actions

Basic trade and holdings view (#1271)

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* Add trade view

* Lint fix

* Fix stale placeholder variable

* Add holding view
This commit is contained in:
Zach Gollwitzer 2024-10-09 14:59:18 -04:00 • committed by GitHub
parent f5cb13b42f
commit 4bfe47540d
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25 changed files with 387 additions and 68 deletions
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11
app/models/account/trade.rb
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@ -25,4 +25,15 @@ class Account::Trade < ApplicationRecord
def buy?
qty > 0
end
def unrealized_gain_loss
return nil if sell?
current_price = security.current_price
return nil if current_price.nil?
current_value = current_price * qty.abs
cost_basis = price_money * qty.abs
TimeSeries::Trend.new(current: current_value, previous: cost_basis)
end
end