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Show cash + holdings value for investment account view (#1046)

* Handle missing tickers in security price syncs

* Show combined cash and holdings value on account page

* Improve partial locals
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Zach Gollwitzer 2024-08-02 17:09:25 -04:00 committed by GitHub
parent 453a54e5e6
commit ea8309eedd
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20 changed files with 168 additions and 33 deletions

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@ -0,0 +1,13 @@
module Account::CashesHelper
def brokerage_cash(account)
currency = Money::Currency.new(account.currency)
account.holdings.build \
date: Date.current,
qty: account.balance,
price: 1,
amount: account.balance,
currency: account.currency,
security: Security.new(ticker: currency.iso_code, name: currency.name)
end
end