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6ebe8da928
* Add investment tracking to expenses Add new sections to dashboard and reporting around investments. * Create investment-integration-assessment.md * Delete .claude/settings.local.json Signed-off-by: soky srm <sokysrm@gmail.com> * Category trades * Simplify * Simplification and test fixes * FIX merge * Update views * Update 20251125141213_add_category_to_trades.rb * FIX tests * FIX statements and account status * cleanup * Add default cat for csv imports * Delete docs/roadmap/investment-integration-assessment.md Signed-off-by: soky srm <sokysrm@gmail.com> * Update trend calculation Use already existing column cost basis for trend calculation - Current value: qty * price (already stored as amount) - Cost basis total: qty * cost_basis - Unrealized gain: current value - cost basis total Fixes N+1 query also --------- Signed-off-by: soky srm <sokysrm@gmail.com>
41 lines
1.1 KiB
YAML
41 lines
1.1 KiB
YAML
---
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en:
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trades:
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form:
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account: Transfer account (optional)
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account_prompt: Search account
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amount: Amount
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holding: Ticker symbol
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price: Price per share
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qty: Quantity
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submit: Add transaction
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ticker_placeholder: AAPL
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type: Type
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header:
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buy: Buy
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current_market_price_label: Current Market Price
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overview: Overview
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purchase_price_label: Purchase Price
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purchase_qty_label: Purchase Quantity
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sell: Sell
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symbol_label: Symbol
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total_return_label: Unrealized gain/loss
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new:
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title: New transaction
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show:
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additional: Additional
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category_label: Category
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cost_per_share_label: Cost per Share
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date_label: Date
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delete: Delete
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delete_subtitle: This action cannot be undone
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delete_title: Delete Trade
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details: Details
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exclude_subtitle: This trade will not be included in reports and calculations
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exclude_title: Exclude from analytics
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no_category: No category
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note_label: Note
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note_placeholder: Add any additional notes here...
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quantity_label: Quantity
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settings: Settings
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