diff --git a/app/Interfaces/MarketData/Types/Quote.php b/app/Interfaces/MarketData/Types/Quote.php
index ae49470..dbf92c2 100644
--- a/app/Interfaces/MarketData/Types/Quote.php
+++ b/app/Interfaces/MarketData/Types/Quote.php
@@ -9,9 +9,11 @@ use Illuminate\Support\Carbon;
 
 class Quote extends MarketDataType
 {
-    public function setName(string $name): self
+    public function setName($name): self
     {
-        $this->items['name'] = (string) $name;
+        if (! empty($name)) {
+            $this->items['name'] = (string) $name;
+        }
 
         return $this;
     }
diff --git a/app/Models/Dividend.php b/app/Models/Dividend.php
index d8fa182..24ecd2f 100644
--- a/app/Models/Dividend.php
+++ b/app/Models/Dividend.php
@@ -9,6 +9,7 @@ use Illuminate\Database\Eloquent\Concerns\HasUuids;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Support\Carbon;
+use Illuminate\Support\Facades\DB;
 use Illuminate\Support\Str;
 
 class Dividend extends Model
@@ -109,22 +110,28 @@ class Dividend extends Model
     public static function syncHoldings(string $symbol): void
     {
         // group by holdings
-        $dividends = self::select(['holdings.portfolio_id', 'dividends.date', 'dividends.symbol', 'dividends.dividend_amount'])
-            ->selectRaw('
-                            (COALESCE(CASE WHEN transactions.transaction_type = "BUY" 
-                                AND date(transactions.date) <= date(dividends.date) 
-                                THEN transactions.quantity ELSE 0 END, 0)
-                            - COALESCE(CASE WHEN transactions.transaction_type = "SELL" 
-                                AND date(transactions.date) <= date(dividends.date) 
-                                THEN transactions.quantity ELSE 0 END, 0))
-                            * dividends.dividend_amount
-                                AS total_received
-                        ')
-            ->join('transactions', 'transactions.symbol', '=', 'dividends.symbol')
+        $subQuery = self::select([
+            'holdings.portfolio_id',
+            'dividends.date',
+            'dividends.symbol',
+            'dividends.dividend_amount',
+        ])->selectRaw("
+            (COALESCE(SUM(CASE WHEN transactions.transaction_type = 'BUY' 
+                AND date(transactions.date) <= date(dividends.date) 
+                THEN transactions.quantity ELSE 0 END), 0)
+            - COALESCE(SUM(CASE WHEN transactions.transaction_type = 'SELL' 
+                AND date(transactions.date) <= date(dividends.date) 
+                THEN transactions.quantity ELSE 0 END), 0))
+            * dividends.dividend_amount
+            AS total_received
+        ")->join('transactions', 'transactions.symbol', '=', 'dividends.symbol')
             ->join('holdings', 'transactions.portfolio_id', '=', 'holdings.portfolio_id')
             ->where('dividends.symbol', $symbol)
-            ->groupBy('holdings.portfolio_id', 'dividends.date', 'dividends.symbol', 'dividends.dividend_amount', 'total_received')
-            ->havingRaw('total_received > 0')
+            ->groupBy('holdings.portfolio_id', 'dividends.date', 'dividends.symbol', 'dividends.dividend_amount');
+
+        $dividends = DB::table(DB::raw("({$subQuery->toSql()}) as sub"))
+            ->mergeBindings($subQuery->getQuery())
+            ->where('total_received', '>', 0)
             ->get();
 
         // iterate through holdings and update
diff --git a/app/Models/Holding.php b/app/Models/Holding.php
index 831f877..fd3098f 100644
--- a/app/Models/Holding.php
+++ b/app/Models/Holding.php
@@ -100,7 +100,25 @@ class Holding extends Model
                     ->whereRaw("transactions.portfolio_id = '$this->portfolio_id'")
                     ->whereRaw("transactions.symbol = '$this->symbol'");
             })
-            ->having('total_received', '>', 0);
+            ->havingRaw("SUM(
+                (CASE 
+                    WHEN transaction_type = 'BUY'
+                    AND transactions.symbol = dividends.symbol
+                    AND transactions.portfolio_id = '$this->portfolio_id'
+                    AND transactions.date <= dividends.date
+                THEN transactions.quantity 
+                ELSE 0 
+                END)
+                - 
+                (CASE 
+                    WHEN transaction_type = 'SELL'
+                    AND transactions.symbol = dividends.symbol
+                    AND transactions.portfolio_id = '$this->portfolio_id'
+                    AND transactions.date <= dividends.date
+                THEN transactions.quantity 
+                ELSE 0 
+                END)
+            ) * dividends.dividend_amount > 0");
     }
 
     /**
@@ -148,7 +166,7 @@ class Holding extends Model
     {
         return $query->selectRaw('COALESCE(market_data.market_value * holdings.quantity, 0) AS total_market_value')
             ->selectRaw('COALESCE((market_data.market_value - holdings.average_cost_basis) * holdings.quantity, 0) AS market_gain_dollars')
-            ->selectRaw('COALESCE(((market_data.market_value - holdings.average_cost_basis) / holdings.average_cost_basis) * 100, 0) AS market_gain_percent');
+            ->selectRaw('COALESCE(((market_data.market_value - holdings.average_cost_basis) / NULLIF(holdings.average_cost_basis, 0)) * 100, 0) AS market_gain_percent');
     }
 
     public function scopePortfolio($query, $portfolio)
@@ -192,10 +210,10 @@ class Holding extends Model
         $query = Transaction::where([
             'portfolio_id' => $this->portfolio_id,
             'symbol' => $this->symbol,
-        ])->selectRaw('SUM(CASE WHEN transaction_type = "BUY" THEN quantity ELSE 0 END) AS `qty_purchases`')
-            ->selectRaw('SUM(CASE WHEN transaction_type = "SELL" THEN quantity ELSE 0 END) AS `qty_sales`')
-            ->selectRaw('SUM(CASE WHEN transaction_type = "BUY" THEN (quantity * cost_basis) ELSE 0 END) AS `total_cost_basis`')
-            ->selectRaw('SUM(CASE WHEN transaction_type = "SELL" THEN (quantity * sale_price) ELSE 0 END) AS `total_sale_price`')
+        ])->selectRaw("SUM(CASE WHEN transaction_type = 'BUY' THEN quantity ELSE 0 END) AS qty_purchases")
+            ->selectRaw("SUM(CASE WHEN transaction_type = 'SELL' THEN quantity ELSE 0 END) AS qty_sales")
+            ->selectRaw("SUM(CASE WHEN transaction_type = 'BUY' THEN (quantity * cost_basis) ELSE 0 END) AS total_cost_basis")
+            ->selectRaw("SUM(CASE WHEN transaction_type = 'SELL' THEN (quantity * sale_price) ELSE 0 END) AS total_sale_price")
             ->first();
 
         $total_quantity = round($query->qty_purchases - $query->qty_sales, 3);
@@ -203,9 +221,8 @@ class Holding extends Model
         $average_cost_basis = (
             $query->qty_purchases > 0
             && $total_quantity > 0
-        )
-                                    ? $query->total_cost_basis / $query->qty_purchases
-                                    : 0;
+        ) ? $query->total_cost_basis / $query->qty_purchases
+        : 0;
 
         // update holding
         $this->fill([
@@ -247,12 +264,44 @@ class Holding extends Model
             $end_date = now();
         }
 
+        // MySQL default interval
         $date_interval = 'DATE_ADD(date, INTERVAL 1 DAY)';
+        $castNumberType = 'decimal';
 
+        // Use SQLite interval grammar
         if (config('database.default') === 'sqlite') {
 
             $date_interval = "date(date, '+1 day')";
-        } else {
+        }
+
+        // Default CTE time series query (for MySQL and SQLite)
+        $timeSeriesQuery = DB::table(DB::raw("(
+            WITH RECURSIVE date_series AS (
+                SELECT '{$start_date->format('Y-m-d')}' AS date
+                UNION ALL
+                SELECT $date_interval
+                FROM date_series
+                WHERE date < '{$end_date->format('Y-m-d')}'
+            )
+            SELECT date_series.date
+            FROM date_series
+        ) as date_series"));
+
+        // PGSql time series query
+        if (config('database.default') === 'pgsql') {
+
+            $timeSeriesQuery = DB::table(DB::raw("
+                generate_series(
+                    date '{$start_date->format('Y-m-d')}', 
+                    date '{$end_date->format('Y-m-d')}', 
+                    interval '1 day'
+                ) as date_series"));
+
+            $castNumberType = 'numeric';
+        }
+
+        // Set MySQL-like query CTE max iterations
+        if (config('database.default') === 'mysql') {
 
             // MySQL default
             $max_recursion_var_name = 'cte_max_recursion_depth';
@@ -269,39 +318,29 @@ class Holding extends Model
             DB::statement("SET $max_recursion_var_name=1000000;");
         }
 
-        return DB::table(DB::raw("(
-                WITH RECURSIVE date_series AS (
-                    SELECT '{$start_date->format('Y-m-d')}' AS date
-                    UNION ALL
-                    SELECT $date_interval
-                    FROM date_series
-                    WHERE date < '{$end_date->format('Y-m-d')}'
-                )
-                SELECT date_series.date
-                FROM date_series
-            ) as date_series")
-        )
+        // Extracted query for counting QTY owned
+        $quantityQuery = "ROUND(CAST(COALESCE(
+            SUM(CASE WHEN transactions.transaction_type = 'BUY' THEN transactions.quantity ELSE 0 END) 
+            - SUM(CASE WHEN transactions.transaction_type = 'SELL' THEN transactions.quantity ELSE 0 END),
+            0
+        ) AS {$castNumberType}), 3)";
+
+        return $timeSeriesQuery
             ->select([
                 'date_series.date',
                 DB::raw("
-                ROUND(
-                COALESCE(SUM(CASE WHEN transactions.transaction_type = 'BUY' THEN transactions.quantity ELSE 0 END), 0) -
-                COALESCE(SUM(CASE WHEN transactions.transaction_type = 'SELL' THEN transactions.quantity ELSE 0 END), 0), 3) AS `owned`
-            "),
+                    {$quantityQuery} AS owned
+                "),
                 DB::raw("
-               COALESCE(CASE
-                    WHEN (
-                        ROUND(
-                        COALESCE(SUM(CASE WHEN transactions.transaction_type = 'BUY' THEN transactions.quantity ELSE 0 END), 0) -
-                        COALESCE(SUM(CASE WHEN transactions.transaction_type = 'SELL' THEN transactions.quantity ELSE 0 END), 0), 3)
-                    ) = 0 THEN 0
-                    ELSE SUM(CASE
-                        WHEN transactions.transaction_type = 'BUY' THEN transactions.quantity * transactions.cost_basis
-                        ELSE 0
-                    END)
-                END, 0) AS cost_basis
-            "),
-                DB::raw("COALESCE(SUM(CASE WHEN transaction_type = 'SELL' THEN ((sale_price - cost_basis) * quantity) ELSE 0 END), 0) AS `realized_gains`"),
+                    CASE
+                        WHEN ({$quantityQuery}) = 0 THEN 0
+                        ELSE SUM(CASE
+                            WHEN transactions.transaction_type = 'BUY' THEN transactions.quantity * transactions.cost_basis
+                            ELSE 0
+                        END)
+                    END AS cost_basis
+                "),
+                DB::raw("COALESCE(SUM(CASE WHEN transaction_type = 'SELL' THEN ((sale_price - cost_basis) * quantity) ELSE 0 END), 0) AS realized_gains"),
             ])
             ->leftJoin('transactions', function ($join) {
                 $join->on(DB::raw('DATE(transactions.date)'), '<=', 'date_series.date')
diff --git a/app/Models/Portfolio.php b/app/Models/Portfolio.php
index eac4e61..ed5eff5 100644
--- a/app/Models/Portfolio.php
+++ b/app/Models/Portfolio.php
@@ -211,6 +211,11 @@ class Portfolio extends Model
         if (! empty($total_performance)) {
             DB::transaction(function () use ($total_performance) {
 
+                // delete old history
+                $firstDate = array_keys($total_performance)[0];
+                $this->daily_change()->where('date', '<', $firstDate)->delete();
+
+                // upsert new history
                 $this->daily_change()->upsert(
                     $total_performance,
                     ['date', 'portfolio_id'],
diff --git a/app/Models/Split.php b/app/Models/Split.php
index 106b7d2..4a948f9 100644
--- a/app/Models/Split.php
+++ b/app/Models/Split.php
@@ -101,7 +101,7 @@ class Split extends Model
             ->where([
                 'splits.symbol' => $symbol,
             ])
-            ->whereDate('splits.date', '>', DB::raw('IFNULL(holdings.splits_synced_at, "0000-00-00")'))
+            ->whereDate('splits.date', '>', DB::raw("COALESCE(holdings.splits_synced_at, '1901-01-01')"))
             ->where('holdings.quantity', '>', 0)
             ->join('holdings', 'splits.symbol', 'holdings.symbol')
             ->orderBy('splits.date', 'ASC')
@@ -115,8 +115,8 @@ class Split extends Model
                 'portfolio_id' => $split->portfolio_id,
             ])
                 ->whereDate('transactions.date', '<', $split->date->format('Y-m-d'))
-                ->selectRaw('SUM(CASE WHEN transaction_type = "BUY" THEN quantity ELSE 0 END) -
-                            SUM(CASE WHEN transaction_type = "SELL" THEN quantity ELSE 0 END) AS qty_owned')
+                ->selectRaw("SUM(CASE WHEN transaction_type = 'BUY' THEN quantity ELSE 0 END) -
+                            SUM(CASE WHEN transaction_type = 'SELL' THEN quantity ELSE 0 END) AS qty_owned")
                 ->value('qty_owned');
 
             if ($qty_owned > 0) {
diff --git a/app/Support/Spotlight.php b/app/Support/Spotlight.php
index f10912f..aef62a6 100644
--- a/app/Support/Spotlight.php
+++ b/app/Support/Spotlight.php
@@ -19,7 +19,7 @@ class Spotlight
         }
 
         $portfolios = $request->user()->portfolios()
-            ->where('title', 'LIKE', '%'.$request->input('search').'%')
+            ->whereFullText('title', $request->input('search'))
             ->limit(5)
             ->get();
         $portfolios->each(function ($portfolio) use ($results) {
@@ -35,8 +35,8 @@ class Spotlight
         $holdings = $request->user()->holdings()
             ->where('holdings.quantity', '>', 0)
             ->where(function ($query) use ($request) {
-                return $query->where('holdings.symbol', 'LIKE', '%'.$request->input('search').'%')
-                    ->orWhere('market_data.name', 'LIKE', '%'.$request->input('search').'%');
+                return $query->whereFullText('holdings.symbol', $request->input('search'))
+                    ->orWhereFullText('market_data.name', $request->input('search'));
             })
             ->limit(5)
             ->get();
diff --git a/database/migrations/2021_01_30_102537_create_portfolios_table.php b/database/migrations/2021_01_30_102537_create_portfolios_table.php
index ffa1828..a0b2ac5 100644
--- a/database/migrations/2021_01_30_102537_create_portfolios_table.php
+++ b/database/migrations/2021_01_30_102537_create_portfolios_table.php
@@ -17,7 +17,7 @@ return new class extends Migration
     {
         Schema::create('portfolios', function (Blueprint $table) {
             $table->uuid('id')->primary();
-            $table->string('title');
+            $table->string('title')->when(config('database.default') != 'sqlite', fn ($ctx) => $ctx->fulltext());
             $table->text('notes')->nullable();
             $table->boolean('wishlist')->default(false);
             $table->timestamps();
diff --git a/database/migrations/2021_02_25_041221_create_market_data_table.php b/database/migrations/2021_02_25_041221_create_market_data_table.php
index c6504f6..687649f 100644
--- a/database/migrations/2021_02_25_041221_create_market_data_table.php
+++ b/database/migrations/2021_02_25_041221_create_market_data_table.php
@@ -18,8 +18,8 @@ class CreateMarketDataTable extends Migration
     public function up()
     {
         Schema::create('market_data', function (Blueprint $table) {
-            $table->string('symbol', 15)->primary();
-            $table->string('name')->nullable();
+            $table->string('symbol', 25)->primary();
+            $table->string('name')->nullable()->when(config('database.default') != 'sqlite', fn ($ctx) => $ctx->fulltext());
             $table->float('market_value', 12, 4)->nullable();
             $table->float('fifty_two_week_low', 12, 4)->nullable();
             $table->float('fifty_two_week_high', 12, 4)->nullable();
diff --git a/database/migrations/2021_02_25_041236_create_dividends_table.php b/database/migrations/2021_02_25_041236_create_dividends_table.php
index 3a50b05..48d4eaa 100644
--- a/database/migrations/2021_02_25_041236_create_dividends_table.php
+++ b/database/migrations/2021_02_25_041236_create_dividends_table.php
@@ -18,11 +18,9 @@ class CreateDividendsTable extends Migration
         Schema::create('dividends', function (Blueprint $table) {
             $table->uuid('id')->primary();
             $table->date('date');
-            $table->string('symbol', 15);
+            $table->string('symbol', 25);
             $table->float('dividend_amount', 12, 4);
             $table->timestamps();
-
-            $table->foreign('symbol')->references('symbol')->on('market_data');
         });
     }
 
diff --git a/database/migrations/2021_02_25_041246_create_splits_table.php b/database/migrations/2021_02_25_041246_create_splits_table.php
index c4e9f9b..e504a9b 100644
--- a/database/migrations/2021_02_25_041246_create_splits_table.php
+++ b/database/migrations/2021_02_25_041246_create_splits_table.php
@@ -18,11 +18,9 @@ class CreateSplitsTable extends Migration
         Schema::create('splits', function (Blueprint $table) {
             $table->uuid('id')->primary();
             $table->date('date');
-            $table->string('symbol', 15);
+            $table->string('symbol', 25);
             $table->float('split_amount', 12, 4);
             $table->timestamps();
-
-            $table->foreign('symbol')->references('symbol')->on('market_data');
         });
     }
 
diff --git a/database/migrations/2021_02_25_041257_create_transactions_table.php b/database/migrations/2021_02_25_041257_create_transactions_table.php
index 7ce5703..ce2c454 100644
--- a/database/migrations/2021_02_25_041257_create_transactions_table.php
+++ b/database/migrations/2021_02_25_041257_create_transactions_table.php
@@ -18,7 +18,7 @@ class CreateTransactionsTable extends Migration
     {
         Schema::create('transactions', function (Blueprint $table) {
             $table->uuid('id')->primary();
-            $table->string('symbol', 15);
+            $table->string('symbol', 25);
             $table->foreignIdFor(Portfolio::class, 'portfolio_id')->constrained()->onDelete('cascade');
             $table->string('transaction_type', 15);
             $table->float('quantity', 12, 4);
@@ -27,8 +27,6 @@ class CreateTransactionsTable extends Migration
             $table->boolean('split')->default(false);
             $table->date('date');
             $table->timestamps();
-
-            $table->foreign('symbol')->references('symbol')->on('market_data');
         });
     }
 
diff --git a/database/migrations/2021_09_06_014744_create_holdings_table.php b/database/migrations/2021_09_06_014744_create_holdings_table.php
index 1adda27..ffeafa6 100644
--- a/database/migrations/2021_09_06_014744_create_holdings_table.php
+++ b/database/migrations/2021_09_06_014744_create_holdings_table.php
@@ -19,7 +19,7 @@ class CreateHoldingsTable extends Migration
         Schema::create('holdings', function (Blueprint $table) {
             $table->uuid('id')->primary();
             $table->foreignIdFor(Portfolio::class, 'portfolio_id')->constrained()->onDelete('cascade');
-            $table->string('symbol', 15);
+            $table->string('symbol', 25)->when(config('database.default') != 'sqlite', fn ($ctx) => $ctx->fulltext());
             $table->float('quantity', 12, 4);
             $table->float('average_cost_basis', 12, 4)->default(0);
             $table->float('total_cost_basis', 12, 4)->default(0);
@@ -27,8 +27,6 @@ class CreateHoldingsTable extends Migration
             $table->float('dividends_earned', 12, 4)->default(0);
             $table->timestamp('splits_synced_at')->nullable();
             $table->timestamps();
-
-            $table->foreign('symbol')->references('symbol')->on('market_data');
         });
     }
 
diff --git a/resources/views/livewire/holding-dividends-list.blade.php b/resources/views/livewire/holding-dividends-list.blade.php
index 2ede256..1178f81 100644
--- a/resources/views/livewire/holding-dividends-list.blade.php
+++ b/resources/views/livewire/holding-dividends-list.blade.php
@@ -3,16 +3,16 @@
 use App\Models\Holding;
 use Livewire\Volt\Component;
 
-new class extends Component {
-
+new class extends Component
+{
     // props
     public Holding $holding;
 
     protected $listeners = [
         'transaction-updated' => '$refresh',
-        'transaction-saved' => '$refresh'
+        'transaction-saved' => '$refresh',
     ];
-    
+
     // methods
 
 }; ?>
diff --git a/resources/views/livewire/manage-transaction-form.blade.php b/resources/views/livewire/manage-transaction-form.blade.php
index 8b89c4b..44bff1a 100644
--- a/resources/views/livewire/manage-transaction-form.blade.php
+++ b/resources/views/livewire/manage-transaction-form.blade.php
@@ -1,33 +1,38 @@
 <?php
 
-use App\Models\Transaction;
 use App\Models\Portfolio;
-use App\Rules\SymbolValidationRule;
+use App\Models\Transaction;
 use App\Rules\QuantityValidationRule;
-use Illuminate\Support\Collection;
-use Livewire\Attributes\{Computed};
+use App\Rules\SymbolValidationRule;
+use App\Traits\WithTrimStrings;
 use Livewire\Volt\Component;
 use Mary\Traits\Toast;
-use Illuminate\Validation\Rule;
-use App\Traits\WithTrimStrings;
 
-new class extends Component {
+new class extends Component
+{
     use Toast;
     use WithTrimStrings;
 
     // props
     public ?Portfolio $portfolio;
+
     public ?Transaction $transaction;
 
-    public ?String $portfolio_id;
-    public String $symbol;
-    public String $transaction_type;
-    public String $date;
-    public Float $quantity;
-    public ?Float $cost_basis;
-    public ?Float $sale_price;
+    public ?string $portfolio_id;
 
-    public Bool $confirmingTransactionDeletion = false;
+    public string $symbol;
+
+    public string $transaction_type;
+
+    public string $date;
+
+    public float $quantity;
+
+    public ?float $cost_basis;
+
+    public ?float $sale_price;
+
+    public bool $confirmingTransactionDeletion = false;
 
     // methods
     public function rules()
@@ -36,19 +41,19 @@ new class extends Component {
             'symbol' => ['required', 'string', new SymbolValidationRule],
             'transaction_type' => 'required|string|in:BUY,SELL',
             'portfolio_id' => 'required|exists:portfolios,id',
-            'date' => ['required', 'date_format:Y-m-d', 'before_or_equal:' . now()->format('Y-m-d')],
+            'date' => ['required', 'date_format:Y-m-d', 'before_or_equal:'.now()->format('Y-m-d')],
             'quantity' => [
-                'required', 
-                'numeric', 
-                'min:0', 
-                new QuantityValidationRule($this->portfolio, $this->symbol, $this->transaction_type, $this->date)
+                'required',
+                'numeric',
+                'min:0',
+                new QuantityValidationRule($this->portfolio, $this->symbol, $this->transaction_type, $this->date),
             ],
             'cost_basis' => 'exclude_if:transaction_type,SELL|min:0|numeric',
             'sale_price' => 'exclude_if:transaction_type,BUY|min:0|numeric',
         ];
     }
 
-    public function mount() 
+    public function mount()
     {
         if (isset($this->transaction)) {
 
@@ -59,7 +64,7 @@ new class extends Component {
             $this->quantity = $this->transaction->quantity;
             $this->cost_basis = $this->transaction->cost_basis;
             $this->sale_price = $this->transaction->sale_price;
-            
+
         } else {
             $this->transaction_type = 'BUY';
             $this->portfolio_id = isset($this->portfolio) ? $this->portfolio->id : '';
@@ -70,9 +75,8 @@ new class extends Component {
     public function update()
     {
         $this->authorize('fullAccess', $this->portfolio);
-        
+
         $this->transaction->update($this->validate());
-        // $this->transaction->owner_id = auth()->user()->id;
         $this->transaction->save();
 
         $this->success(__('Transaction updated'));
@@ -83,7 +87,7 @@ new class extends Component {
 
     public function save()
     {
-        if (!isset($this->portfolio)) {
+        if (! isset($this->portfolio)) {
             $this->portfolio = Portfolio::find($this->portfolio_id);
         }
 
@@ -107,6 +111,11 @@ new class extends Component {
 
         $this->success(__('Transaction deleted'), redirectTo: route('holding.show', ['portfolio' => $this->portfolio->id, 'symbol' => $this->symbol]));
     }
+
+    public function updatedSymbol($value)
+    {
+        $this->symbol = strtoupper($value);
+    }
 }; ?>
 
 <div class="" x-data="{ transaction_type: @entangle('transaction_type') }">
diff --git a/resources/views/livewire/portfolio-performance-chart.blade.php b/resources/views/livewire/portfolio-performance-chart.blade.php
index 60d7cb8..d51b8bd 100644
--- a/resources/views/livewire/portfolio-performance-chart.blade.php
+++ b/resources/views/livewire/portfolio-performance-chart.blade.php
@@ -2,29 +2,31 @@
 
 use App\Models\DailyChange;
 use App\Models\Portfolio;
-use Livewire\Attributes\{Title, Rule};
 use Livewire\Volt\Component;
 
-new class extends Component {
-
+new class extends Component
+{
     // props
     public ?Portfolio $portfolio;
-    public String $name = 'portfolio';
-    public String $scope = 'YTD';
-    public Array $scopeOptions = [
+
+    public string $name = 'portfolio';
+
+    public string $scope = 'YTD';
+
+    public array $scopeOptions = [
         ['id' => '1M', 'name' => '1 month', 'method' => 'subMonths', 'args' => [1]],
         ['id' => '3M', 'name' => '3 months', 'method' => 'subMonths', 'args' => [3]],
         ['id' => 'YTD', 'name' => 'Year to date', 'method' => 'startOfYear', 'args' => []],
         ['id' => '1Y', 'name' => '1 year', 'method' => 'subYears', 'args' => [1]],
         ['id' => '3Y', 'name' => '3 years', 'method' => 'subYears', 'args' => [3]],
-        ['id' => 'ALL', 'name' => 'All time', 'method' => null]
+        ['id' => 'ALL', 'name' => 'All time', 'method' => null],
     ];
 
     // data
-    public Array $chartSeries;
+    public array $chartSeries;
 
     // methods
-    public function mount() 
+    public function mount()
     {
         $this->chartSeries = $this->generatePerformanceData();
     }
@@ -33,52 +35,53 @@ new class extends Component {
     {
         $filterMethod = collect($this->scopeOptions)->where('id', $this->scope)->first();
 
-        $dailyChangeQuery = DailyChange::myDailyChanges();
+        $dailyChangeQuery = DailyChange::myDailyChanges()->selectRaw('
+                    date, 
+                    SUM(total_market_value) as total_market_value, 
+                    SUM(total_cost_basis) as total_cost_basis, 
+                    SUM(total_gain) as total_gain 
+                    /*  ,
+                        SUM(realized_gains) as realized_gains,
+                        SUM(total_dividends_earned) as total_dividends_earned 
+                    */
+                ');
 
         if (isset($this->portfolio)) {
-            
+
+            // portfolio
             $dailyChangeQuery->portfolio($this->portfolio->id);
 
         } else {
-            
-            $dailyChangeQuery->selectRaw('
-                date, 
-                SUM(total_market_value) as total_market_value, 
-                SUM(total_cost_basis) as total_cost_basis, 
-                SUM(total_gain) as total_gain 
-                /*  ,
-                    SUM(realized_gains) as realized_gains,
-                    SUM(total_dividends_earned) as total_dividends_earned 
-                */
-            ')
-            ->withoutWishlists()
-            ->groupBy('date')
-            ->orderBy('date');
 
+            // dashboard
+            $dailyChangeQuery->withoutWishlists();
         }
 
         if ($filterMethod['method']) {
-            
+
             $dailyChangeQuery->whereDate('date', '>=', now()->{$filterMethod['method']}(...$filterMethod['args']));
         }
-        // dd($dailyChangeQuery->toSql());
-        $dailyChange = $dailyChangeQuery->get();
+
+        $dailyChange = $dailyChangeQuery
+            ->orderBy('date')
+            ->groupBy('date')
+            ->get();
 
         return [
             'series' => [
                 [
                     'name' => __('Market Value'),
-                    'data' => $dailyChange->map(fn($data) => [$data->date, $data->total_market_value])->toArray(),
+                    'data' => $dailyChange->map(fn ($data) => [$data->date, $data->total_market_value])->toArray(),
                 ],
                 [
                     'name' => __('Cost Basis'),
-                    'data' => $dailyChange->map(fn($data) => [$data->date, $data->total_cost_basis])->toArray(),
+                    'data' => $dailyChange->map(fn ($data) => [$data->date, $data->total_cost_basis])->toArray(),
                 ],
                 [
                     'name' => __('Market Gain'),
-                    'data' => $dailyChange->map(fn($data) => [$data->date, $data->total_gain])->toArray()
+                    'data' => $dailyChange->map(fn ($data) => [$data->date, $data->total_gain])->toArray(),
                 ],
-                
+
                 // [
                 //     'name' => __('Dividends Earned'),
                 //     'data' => $dailyChange->map(fn($data) => [$data->date, $data->total_dividends_earned])->toArray()
@@ -87,7 +90,7 @@ new class extends Component {
                 //     'name' => __('Realized Gains'),
                 //     'data' => $dailyChange->map(fn($data) => [$data->date, $data->realized_gains])->toArray()
                 // ],
-            ]
+            ],
         ];
     }
 
@@ -102,7 +105,6 @@ new class extends Component {
     {
         return collect($this->scopeOptions)->where('id', $scope)->first()['name'];
     }
-
 }; ?>
 
 <x-card class="bg-slate-100 dark:bg-base-200 rounded-lg mb-6">