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Code Issues Releases Activity Actions

Basic Portfolio Views (#1000)

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* Add holdings tab to account view

* Basic portfolio UI

* Cleanup

* Handle missing holding data

* Remove synced at (implemented in separate pr)

* translations

* Tweak post sync streams

* Remove stale methods from merge conflict
This commit is contained in:
Zach Gollwitzer 2024-07-25 16:46:04 -04:00 • committed by GitHub
parent ef4be7948a
commit 7c2091b343
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37 changed files with 582 additions and 86 deletions
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2
test/fixtures/account/holdings.yml vendored
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@ -3,6 +3,7 @@ one:
security: aapl
date: <%= Date.current %>
qty: 10
price: 215
amount: 2150 # 10 * $215
currency: USD
@ -11,5 +12,6 @@ two:
security: aapl
date: <%= 1.day.ago.to_date %>
qty: 10
price: 214
amount: 2140 # 10 * $214
currency: USD