Commit Graph

86 Commits

Author SHA1 Message Date
hackerESQ fee9cda5ba feat:adds admin field 2024-11-05 15:39:29 -06:00
hackerESQ b97a41f7ad fix:scope chat history for each user 2024-11-03 08:41:14 -06:00
hackerESQ 8007e644d6 chore:clean up ai helper methods 2024-10-31 17:04:59 -05:00
hackerESQ 4c1da2308e feat:adds LLM capabilities to chat with your portfolios and holdings 2024-10-31 12:09:06 -05:00
hackerESQ 642d31dc31 fix:allow large cte functions 2024-10-28 21:55:56 -05:00
hackerESQ 1235abadd0 fix:properly scoped dividend counts 2024-10-28 21:17:53 -05:00
hackerESQ 41377757ec fix:only sync daily changes for weekdays 2024-10-28 17:50:45 -05:00
hackerESQ 0e9bb1de0f tests:add tests for setting owner_id on new portfolio create 2024-10-28 16:59:58 -05:00
hackerESQ 6868c239a5 fix:wrong key used for daily change time of day config 2024-10-26 11:18:08 -05:00
hackerESQ 57495d36d8 fix:optimize portfolio_users query 2024-10-25 22:06:46 -05:00
hackerESQ 9d9baa8857 fix:math for % earnings 2024-10-25 21:15:43 -05:00
hackerESQ ff476ad406 fix:speed up daily change sync 2024-10-25 21:06:45 -05:00
hackerESQ 0434bc6961 feat:configurable time of day to capture daily changes 2024-10-25 15:41:07 -05:00
hackerESQ cd47abddc6 fix:exclude wishlists from performance chart 2024-10-24 20:14:14 -05:00
hackerESQ 8a3d3d1d34 fix:vapor doesn't like static attributes 2024-10-24 17:05:37 -05:00
hackerESQ 336645d8e2 feat:email on fail/success import 2024-10-24 16:36:54 -05:00
hackerESQ 11ae07d69f fix: enable queued jobs to create portfolios with owners 2024-10-24 15:59:54 -05:00
hackerESQ 81ed440404 fix:ensure cast 2024-10-24 14:49:29 -05:00
hackerESQ 3c368310ad feat:improved background importing 2024-10-24 14:48:24 -05:00
hackerESQ ff725e0119 feat:adds user option to sync and refresh commands 2024-10-23 16:57:55 -05:00
hackerESQ 2995f8b37e fix:remove tagging from caches to enable dynamo db 2024-10-23 13:43:34 -05:00
hackerESQ 5a04c33f13 chore:simplify connected account verifications 2024-10-22 21:24:04 -05:00
hackerESQ d1dbf3af62 fix:improve access controls and language
also adds improved dialogs / modals
2024-10-22 16:48:53 -05:00
hackerESQ f93bfad3ce feat:adds ability to share portfolios
also includes basic permissions and authorization
2024-10-21 22:23:20 -05:00
hackerESQ 318f8dd940 fix:only show dividends where qty > 0 2024-10-20 13:28:40 -05:00
hackerESQ 99c5ad3979 adds social login 2024-10-19 23:11:04 -05:00
hackerESQ 3cb0ad5c86 fix math for reinvestments 2024-10-18 22:08:52 -05:00
hackerESQ 51c33ebec0 adds dividend re-investment feature 2024-10-18 20:46:22 -05:00
hackerESQ ed4d955507 debug for dailychanges 2024-09-25 20:59:09 -05:00
hackerESQ 90dafccec6 use period instead of data date keys 2024-09-23 19:39:49 -05:00
hackerESQ 7d119a8c24 simplify tests and daily change calculations 2024-09-23 15:09:35 -05:00
hackerESQ d0fbf44fa0 workaround for missing close value in market history data 2024-09-22 22:20:47 -05:00
hackerESQ dc1042e736 update realized gain calculation 2024-09-19 21:32:10 -05:00
hackerESQ 5bcbec82f4 handle math in PHP 2024-09-18 23:19:11 -05:00
hackerESQ 83abdd4169 wip 2024-09-18 22:42:09 -05:00
hackerESQ 7bdf22d188 rounding 2024-09-18 22:10:02 -05:00
hackerESQ 5fa3d6a83c enable force option for refresh market data 2024-09-18 21:15:52 -05:00
hackerESQ 91d714b05e copy over revised dividend calculations 2024-09-16 00:35:55 -05:00
hackerESQ 59da12e149 re-label for clarity 2024-09-16 00:24:01 -05:00
hackerESQ cdf7fe9afc no need for 'owned' 2024-09-16 00:20:43 -05:00
hackerESQ 87681af1f0 cleanup 2024-09-16 00:19:16 -05:00
hackerESQ bb8f3ce59d fix calculation of dividends 2024-09-16 00:18:19 -05:00
hackerESQ 9eeeb0554c simplify dividend calculations 2024-09-15 23:42:11 -05:00
hackerESQ b5988e2f01 fix alphavantage filter dividends and splits 2024-09-15 20:39:14 -05:00
hackerESQ 9696339828 improve sync daily changes command 2024-09-15 11:28:13 -05:00
hackerESQ f2adeff074 move cte max to conf file 2024-09-11 23:34:34 -05:00
hackerESQ ee8503886d make setting cte optional 2024-09-11 23:30:42 -05:00
hackerESQ a4f2def766 wip sync daily holdings 2024-09-11 23:04:21 -05:00
hackerESQ c0c83ebdbd adds feature to backfill daily change 2024-09-11 22:00:37 -05:00
hackerESQ a13d2d4323 ensure dividend is inserted with id 2024-09-11 21:58:48 -05:00