2 commits

Author	SHA1	Message	Date
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
Zach Gollwitzer	1d20de770f	User Onboarding + Bug Fixes (#1352) ... * Bump min supported date to 20 years * Add basic onboarding * User onboarding * Complete onboarding flow * Cleanup, add user profile update test	2024-10-23 11:20:55 -04:00