Commit Graph

35 Commits

Author SHA1 Message Date
hackerESQ e8ef0921ad chore: code style 2025-01-28 17:14:49 -06:00
hackerESQ ea22c27710 wip 2025-01-27 20:04:03 -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 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 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 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 3c368310ad feat:improved background importing 2024-10-24 14:48:24 -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 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 9696339828 improve sync daily changes command 2024-09-15 11:28:13 -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 c522e399e8 improve naming for query scopes 2024-08-29 18:46:21 -05:00
hackerESQ 1e0a149ded wip 2024-08-28 23:32:01 -05:00
hackerESQ 69c43dc41f wip
improve import / export flow and clean up relationships
2024-08-28 22:06:47 -05:00
hackerESQ e684c1f4a3 Add market data scope 2024-08-28 15:19:20 -05:00
hackerESQ 12f3003a3a wip
including working export button
2024-08-27 22:06:10 -05:00
hackerESQ 10b6c7cda2 wip 2024-08-26 22:13:00 -05:00
hackerESQ 4c767d0001 wip 2024-08-24 22:51:45 -05:00
hackerESQ b84bc94da6 wip 2024-08-17 21:33:09 -05:00
hackerESQ 0f22e2c33e wip 2024-08-15 21:35:43 -05:00
hackerESQ 60db0a06d3 move to uuids for portfolios, users, and all market data 2024-08-07 12:45:01 -05:00
hackerESQ c9922ed370 fix toggle formatting for wishlist 2024-08-04 18:27:47 -05:00
hackerESQ 1984bff865 Initial commit 2024-08-01 13:53:10 -05:00