5 commits

Author	SHA1	Message	Date
Zach Gollwitzer	453a54e5e6	Add security prices provider (Synth integration) (#1039) ... * User tickers as primary lookup symbol instead of isin * Add security price provider * Fetch security prices in bulk to improve sync performance * Fetch prices in bulk, better mocking for tests	2024-08-01 19:43:23 -04:00
Zach Gollwitzer	7c2091b343	Basic Portfolio Views (#1000) ... * 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	2024-07-25 16:46:04 -04:00
Zach Gollwitzer	47523f64c2	Investment Portfolio Sync (#974) ... * 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	2024-07-16 09:26:49 -04:00
Zach Gollwitzer	34e03c2d6a	Make balance editing easier (#976) ... * Make balance editing easier * Translations * Fix money input option * Fix balance sync logic * Rework balance update flow	2024-07-12 13:47:39 -04:00
Zach Gollwitzer	c6bdf49f10	Account::Sync model and test fixture simplifications (#968) ... * Add sync model * Fresh fixtures for sync tests * Sync tests overhaul * Fix entry tests * Complete remaining model test updates * Update system tests * Update demo data task * Add system tests back to PR checks * More simplifications, add empty family to fixtures for easier testing	2024-07-10 11:22:59 -04:00