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
..
entries_helper.rb	Plaid portfolio sync algorithm and calculation improvements (#1526)	2024-12-10 17:41:20 -05:00
holdings_helper.rb	Plaid portfolio sync algorithm and calculation improvements (#1526)	2024-12-10 17:41:20 -05:00
transfers_helper.rb	Account namespace updates: part 5 (valuations) (#901)	2024-06-21 16:23:28 -04:00