Zach Gollwitzer
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49c353e10c
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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
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2024-12-10 17:41:20 -05:00 |
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