Josh Pigford
|
dd1a7fa8cb
|
Improve holding records generation with security preloading
|
2025-02-03 11:18:27 -06:00 |
|
Zach Gollwitzer
|
bb9fa56add
|
Fix date format validation error (#1551)
* Fix date format validation error
* Order trades, fix flaky test
|
2024-12-16 13:21:30 -05:00 |
|
Zach Gollwitzer
|
800eb4c146
|
Plaid sync tests and multi-currency investment support (#1531)
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* Plaid sync tests and multi-currency investment support
* Fix system test
* Cleanup
* Remove data migration
|
2024-12-12 08:56:52 -05:00 |
|
Zach Gollwitzer
|
49c353e10c
|
Plaid portfolio sync algorithm and calculation improvements (#1526)
* Start tests rework
* Cash balance on schema
* Add reverse syncer
* Reverse balance sync with holdings
* Reverse holdings sync
* Reverse holdings sync should work with only trade entries
* Consolidate brokerage cash
* Add forward sync option
* Update new balance info after syncs
* Intraday balance calculator and sync fixes
* Show only balance for trade entries
* Tests passing
* Update Gemfile.lock
* Cleanup, performance improvements
* Remove account reloads for reliable sync outputs
* Simplify valuation view logic
* Special handling for Plaid cash holding
|
2024-12-10 17:41:20 -05:00 |
|