Zach Gollwitzer
a3cd5f4f1d
Format money for trade history in holdings drawer ( #1961 )
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* Format money for trade history in holdings drawer
* Fix broken tests
* Lint fix
2025-03-07 19:09:54 -05:00
Zach Gollwitzer
fa0248056d
Show UI warning to user when they need provider data but have not setup Synth yet ( #1926 )
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* Simplify provider concerns
* Update tests
* Add UI warning for missing Synth key if family requires external data
2025-02-28 11:35:10 -05:00
Zach Gollwitzer
c9917674aa
Add validation to security price model
2024-10-30 09:51:05 -04:00
Josh Pigford
490f44589e
First pass at security price reference ( #1388 )
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* First pass at security price reference
* Data cleanup
* Synth security fetching does better with a mic_code
* Update test suite
😭
* Update schema.rb
* Update generator.rb
2024-10-29 15:37:59 -04:00
Zach Gollwitzer
453a54e5e6
Add security prices provider (Synth integration) ( #1039 )
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* 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
47523f64c2
Investment Portfolio Sync ( #974 )
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* 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
