 hackerESQ
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0e1c56dd18
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feat: do not show terms when self hosting
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2024-11-14 02:23:22 -06:00 |
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hackerESQ
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1c63e2b856
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fix: uses last dividend created date as start date instead of last dividend date
closes #26
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2024-11-14 01:25:03 -06:00 |
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hackerESQ
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0c29393f3b
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fix: skip dividend sync if most recent dividend was less than 24 hours ago
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2024-11-07 20:40:55 -06:00 |
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hackerESQ
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af3726cb91
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fix: sales quantity should use rounded float numbers
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2024-11-07 18:20:53 -06:00 |
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hackerESQ
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fee9cda5ba
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feat:adds admin field
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2024-11-05 15:39:29 -06:00 |
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hackerESQ
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b97a41f7ad
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fix:scope chat history for each user
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2024-11-03 08:41:14 -06:00 |
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hackerESQ
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dec253d860
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fix:make sure splits synced is updated when importing
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2024-11-02 12:35:23 -05:00 |
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hackerESQ
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8007e644d6
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chore:clean up ai helper methods
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2024-10-31 17:04:59 -05:00 |
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hackerESQ
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12cedd9e40
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fix:use with instead of own for smart prompt
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2024-10-31 16:42:55 -05:00 |
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hackerESQ
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4c1da2308e
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feat:adds LLM capabilities to chat with your portfolios and holdings
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2024-10-31 12:09:06 -05:00 |
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hackerESQ
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4e6dcd6ff4
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feat:create custom data types for market data
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2024-10-29 16:34:18 -05:00 |
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hackerESQ
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863627bb42
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fix:trim whitespace from form fields
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2024-10-29 12:38:05 -05:00 |
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hackerESQ
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07ebdaf77f
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chore:cleanup
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2024-10-28 22:06:27 -05:00 |
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hackerESQ
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642d31dc31
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fix:allow large cte functions
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2024-10-28 21:55:56 -05:00 |
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hackerESQ
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1235abadd0
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fix:properly scoped dividend counts
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2024-10-28 21:17:53 -05:00 |
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hackerESQ
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25176c5a5f
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fix:don't max memory
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2024-10-28 21:11:08 -05:00 |
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hackerESQ
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073ff88fa4
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chore:note to self
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2024-10-28 20:48:52 -05:00 |
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hackerESQ
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03dda7b947
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fix:improve import performance
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2024-10-28 20:31:29 -05:00 |
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hackerESQ
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d5f25c6f76
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tests:import and exporting
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2024-10-28 19:20:52 -05:00 |
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hackerESQ
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82a84cec97
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fix: speeds up imports with batched transactions and daily changes
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2024-10-28 18:35:14 -05:00 |
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hackerESQ
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41377757ec
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fix:only sync daily changes for weekdays
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2024-10-28 17:50:45 -05:00 |
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hackerESQ
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0e9bb1de0f
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tests:add tests for setting owner_id on new portfolio create
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2024-10-28 16:59:58 -05:00 |
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hackerESQ
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6868c239a5
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fix:wrong key used for daily change time of day config
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2024-10-26 11:18:08 -05:00 |
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hackerESQ
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57495d36d8
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fix:optimize portfolio_users query
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2024-10-25 22:06:46 -05:00 |
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hackerESQ
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06f3eaaaf7
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fix:typo
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2024-10-25 21:32:17 -05:00 |
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hackerESQ
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9d9baa8857
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fix:math for % earnings
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2024-10-25 21:15:43 -05:00 |
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hackerESQ
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ff476ad406
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fix:speed up daily change sync
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2024-10-25 21:06:45 -05:00 |
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hackerESQ
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0434bc6961
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feat:configurable time of day to capture daily changes
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2024-10-25 15:41:07 -05:00 |
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hackerESQ
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cd47abddc6
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fix:exclude wishlists from performance chart
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2024-10-24 20:14:14 -05:00 |
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hackerESQ
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9788070a16
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feat:finalize background imports
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2024-10-24 18:07:25 -05:00 |
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hackerESQ
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46531ce4fa
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fix:sync daily changes AFTER import
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2024-10-24 17:39:26 -05:00 |
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hackerESQ
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8a3d3d1d34
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fix:vapor doesn't like static attributes
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2024-10-24 17:05:37 -05:00 |
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hackerESQ
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336645d8e2
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feat:email on fail/success import
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2024-10-24 16:36:54 -05:00 |
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hackerESQ
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11ae07d69f
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fix: enable queued jobs to create portfolios with owners
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2024-10-24 15:59:54 -05:00 |
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hackerESQ
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81ed440404
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fix:ensure cast
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2024-10-24 14:49:29 -05:00 |
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hackerESQ
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3c368310ad
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feat:improved background importing
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2024-10-24 14:48:24 -05:00 |
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hackerESQ
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ff725e0119
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feat:adds user option to sync and refresh commands
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2024-10-23 16:57:55 -05:00 |
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hackerESQ
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2995f8b37e
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fix:remove tagging from caches to enable dynamo db
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2024-10-23 13:43:34 -05:00 |
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hackerESQ
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d53d1a3ed3
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tests:adds testing to portfolio access policy
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2024-10-22 22:24:39 -05:00 |
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hackerESQ
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5a04c33f13
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chore:simplify connected account verifications
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2024-10-22 21:24:04 -05:00 |
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hackerESQ
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b6a123a90f
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feat:onboarding flow for new users
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2024-10-22 20:29:54 -05:00 |
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hackerESQ
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5756fa06d7
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feat:invitation email for shared portfolios
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2024-10-22 17:39:42 -05:00 |
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hackerESQ
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d1dbf3af62
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fix:improve access controls and language
also adds improved dialogs / modals
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2024-10-22 16:48:53 -05:00 |
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hackerESQ
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f93bfad3ce
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feat:adds ability to share portfolios
also includes basic permissions and authorization
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2024-10-21 22:23:20 -05:00 |
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hackerESQ
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82dde818e6
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feat:use provider name in social error messages
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2024-10-20 14:17:09 -05:00 |
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hackerESQ
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64cfdb32a9
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fix:use correct key
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2024-10-20 14:06:58 -05:00 |
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hackerESQ
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f793eb83c5
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fix:use correct class
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2024-10-20 14:06:07 -05:00 |
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hackerESQ
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f8d54d3813
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feat:catch error on declined permissions
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2024-10-20 14:04:26 -05:00 |
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hackerESQ
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318f8dd940
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fix:only show dividends where qty > 0
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2024-10-20 13:28:40 -05:00 |
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hackerESQ
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bf8478a43f
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feat:persist social logins
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2024-10-20 13:21:29 -05:00 |
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