Commit Graph

135 Commits

Author SHA1 Message Date
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 d53d1a3ed3 tests:adds testing to portfolio access policy 2024-10-22 22:24:39 -05:00
hackerESQ 5a04c33f13 chore:simplify connected account verifications 2024-10-22 21:24:04 -05:00
hackerESQ b6a123a90f feat:onboarding flow for new users 2024-10-22 20:29:54 -05:00
hackerESQ 5756fa06d7 feat:invitation email for shared portfolios 2024-10-22 17:39:42 -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 82dde818e6 feat:use provider name in social error messages 2024-10-20 14:17:09 -05:00
hackerESQ 64cfdb32a9 fix:use correct key 2024-10-20 14:06:58 -05:00
hackerESQ f793eb83c5 fix:use correct class 2024-10-20 14:06:07 -05:00
hackerESQ f8d54d3813 feat:catch error on declined permissions 2024-10-20 14:04:26 -05:00
hackerESQ 318f8dd940 fix:only show dividends where qty > 0 2024-10-20 13:28:40 -05:00
hackerESQ bf8478a43f feat:persist social logins 2024-10-20 13:21:29 -05:00
hackerESQ 5555e95e48 clean up social login verifications 2024-10-20 09:41:25 -05:00
hackerESQ 6ce9833e66 rename method 2024-10-19 23:14:15 -05:00
hackerESQ 99c5ad3979 adds social login 2024-10-19 23:11:04 -05:00
hackerESQ 6e75713589 adds reinvested dividend to import 2024-10-18 22:21:12 -05:00
hackerESQ 3cb0ad5c86 fix math for reinvestments 2024-10-18 22:08:52 -05:00
hackerESQ da9e7dd5c7 fix daily change imports 2024-10-18 21:59:35 -05:00
hackerESQ 104096471d better way to import daily changes 2024-10-18 21:34:02 -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 5415c62d49 force refresh all dividends 2024-09-19 21:26:15 -05:00
hackerESQ e69a8fa4e6 add force option for dividends and splits 2024-09-19 21:25:56 -05:00
hackerESQ 5bcbec82f4 handle math in PHP 2024-09-18 23:19:11 -05:00
hackerESQ ab491971e4 fix force option 2024-09-18 23:03:23 -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 99830d1a55 remove inadvertent early return 2024-09-18 21:35:32 -05:00
hackerESQ 85660d7b9d force refresh market data when importing 2024-09-18 21:16:41 -05:00
hackerESQ 5fa3d6a83c enable force option for refresh market data 2024-09-18 21:15:52 -05:00
hackerESQ 17e9bce1ae ensure dividend data starts after marketdata sync 2024-09-18 21:09:50 -05:00
hackerESQ 854fa1c7e9 cast values to float 2024-09-18 20:42:13 -05:00
hackerESQ 02a3a1ea9f call refresh market data first 2024-09-18 20:31:57 -05:00
hackerESQ 1db90cce48 ensure we refresh all market data
including dividends when importing
2024-09-18 20:14:30 -05:00
hackerESQ 835c2115f2 sync daily changes and market data after importing 2024-09-18 19:50:31 -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