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3 Commits

Author SHA1 Message Date
Zach Gollwitzer
4bfe47540d Basic trade and holdings view (#1271) 
* Add trade view

* Lint fix

* Fix stale placeholder variable

* Add holding view
 2024-10-09 14:59:18 -04:00
Zach Gollwitzer
453a54e5e6 Add security prices provider (Synth integration) (#1039) 
* User tickers as primary lookup symbol instead of isin

* Add security price provider

* Fetch security prices in bulk to improve sync performance

* Fetch prices in bulk, better mocking for tests
 2024-08-01 19:43:23 -04:00
Zach Gollwitzer
47523f64c2 Investment Portfolio Sync (#974) 
* Add investment portfolio models

* Add portfolio to demo data

* Setup initial tests

* Rough sketch of sync logic

* Clean up trade sync logic

* Add trade validation

* Integrate trades into sync process
 2024-07-16 09:26:49 -04:00