6 commits

Author	SHA1	Message	Date
Zach Gollwitzer	4bfe47540d	Basic trade and holdings view (#1271) ... * Add trade view * Lint fix * Fix stale placeholder variable * Add holding view	2024-10-09 14:59:18 -04:00
Zach Gollwitzer	4433488562	Fix holding name error (#1113) ... * Add optional debugger to bin/dev script * Fix holding naming	2024-08-20 17:35:23 -04:00
Zach Gollwitzer	ea8309eedd	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	2024-08-02 17:09:25 -04:00
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