01825e9108
Fix transaction table scope to my portfolios only ( #184 )
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* Limit transactions table filters to `my portfolios` scope
* Fix scope of transactions table
2026-03-18 19:54:18 -05:00
d55f117565
Limit transactions table filters to my portfolios scope ( #183 )
2026-03-18 17:43:28 -05:00
6bc174a87b
Update Dividend.php ( #176 )
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* Adds a second join condition requiring holdings.symbol = dividends.symbol.
Without this, the join only matches on portfolio_id, which could incorrectly associate dividends with holdings of a different symbol within the same portfolio.
* Add test
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Co-authored-by: hackerESQ <corey@coreyvarma.com >
2026-03-15 17:00:29 -05:00
66889abc72
Migrate to laravel ai sdk ( #181 )
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Also
* upgrade to livewire 4
* replace rappsoft tables with filament
2026-03-13 15:21:22 -05:00
5f583de857
fix: export daily change dates transposition
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reference #148
2025-11-04 19:59:33 -06:00
bb0a0ef928
fix: date for transactions in api requests
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references #148
2025-11-04 19:44:14 -06:00
939e46eb61
fix: dividends should be cast to float
2025-10-09 19:02:45 -05:00
04f1d8cbcd
fix: transactions table
2025-10-06 20:01:29 -05:00
c6032c5b66
cleanup
2025-09-28 21:13:52 -05:00
892d5a30e0
fix: default filesystem name
2025-09-27 21:52:57 -05:00
a10f94a570
revert
2025-09-26 20:03:39 -05:00
5b8b9ae39e
wip
2025-09-26 18:32:00 -05:00
3e84ed7572
string currency
2025-09-26 18:20:00 -05:00
39458ef44e
optional currency
2025-09-26 18:16:17 -05:00
e6f38d9481
Chore: Upgrade to Laravel 12 + remove Mary and Jetstream dependencies ( #141 )
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* docs: remove requirement for setting APP_KEY manually
* optimize date picker
* clean up modals
* spot light working
* reorganization
* add lazy load
* wip
* remove filament
* styling
2025-09-26 17:41:28 -05:00
72ad02de4b
fix: standardize currency
2025-09-13 22:24:02 -05:00
a0bd776abb
fix: quantity validation should not count current transaction
2025-08-29 15:47:38 -05:00
bad82fb41b
chore: cleanup old files
2025-08-28 21:26:11 -05:00
19cac58692
Fix: do not gracefully fail when symbol not found
2025-08-28 16:03:02 -05:00
7d77b6fbc8
feat: add fix command for cost basis for sale transaction
2025-08-27 20:22:13 -05:00
e4e08091af
fix: need to chunk alpaca history requests
2025-08-27 20:03:25 -05:00
292d43b154
feat: adds cost basis fixer
2025-08-26 23:03:23 -05:00
eae4422ad8
fix: alphavantage multiply by string
2025-08-26 19:29:10 -05:00
827644bb32
fix: yahoo driver
2025-08-26 19:13:00 -05:00
21e8672a12
feat: add twelve data market data provider
2025-08-26 18:26:12 -05:00
9ddea4c6e1
fix: add exception for 404
2025-08-25 21:00:49 -05:00
576b22e4c9
fix: hard code USD
2025-08-25 21:00:49 -05:00
0035879a87
feat: add alpaca provider
2025-08-25 21:00:49 -05:00
97298bcd39
Delete holding if no related transactions
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resolves #63
2025-08-25 20:23:59 -05:00
750ccbd68f
fix: locale setting
2025-08-25 19:58:53 -05:00
65710e2791
dividend earnings not shared between portfolios
2025-08-22 16:37:33 -05:00
ac310735df
wip
2025-08-21 21:46:53 -05:00
5611de0e2e
cleanup
2025-08-21 21:09:52 -05:00
4196539169
cleanup
2025-08-21 21:09:48 -05:00
08cfcceb6a
clean up capture daily change command
2025-08-21 21:04:56 -05:00
e427d5802c
wip
2025-08-21 20:54:14 -05:00
fc5cc1fee2
wip
2025-08-21 20:12:59 -05:00
fb3c19d3bf
wip
2025-08-21 19:51:48 -05:00
24aeb72549
temp remove dividends
2025-08-20 18:31:15 -05:00
7e2bf3430e
wip
2025-08-19 21:34:35 -05:00
03089ed1b3
wip
2025-08-11 20:39:54 -05:00
97b13063d9
wip
2025-08-11 19:58:17 -05:00
9260de5f25
wip
2025-08-05 21:43:55 -05:00
505a24bf99
chore: clean up
2025-07-23 21:29:44 -05:00
519486fe57
fix: settings for user localiation
2025-07-22 21:52:04 -05:00
a13bd9f0dc
fix: double counting cr
2025-07-22 20:20:59 -05:00
2c3950b522
fix: holding calculations
2025-07-21 20:36:36 -05:00
8e0d792d26
fix: calculate proper cost basis
2025-07-21 20:28:39 -05:00
81af737204
fix: cost basis calculations on daily change queries
2025-07-17 22:00:30 -05:00
81845d47f2
fix: cost basis for holding calculations
2025-07-17 20:38:29 -05:00
hackerESQ