Basic investment portfolios are here! 🥳
While we're still in the very early days for investment accounts, this week capped off some really important additions to the investment account page view.
Users can now:
- See a breakdown of their cash + holdings balance in a tooltip
- Add buy/sell investment trades that will automatically sync and rebuild their portfolio and historical graph
Moving forward, we'll be refining and adding to the investment portfolio feature and complementing it with troubleshooting guides so you know exactly what's causing any discrepancies between Maybe's calculations and your brokerage's calculations.
CleanShot.2024-08-09.at.10.25.34.mp4
What's Changed
- Bump tailwindcss-rails from 2.6.4 to 2.6.5 by @dependabot in #1058
- Bump faraday from 2.10.0 to 2.10.1 by @dependabot in #1055
- Bump erb_lint from 0.5.0 to 0.6.0 by @dependabot in #1057
- Bump aws-sdk-s3 from 1.156.0 to 1.157.0 by @dependabot in #1054
- Bump good_job from 4.1.0 to 4.1.1 by @dependabot in #1053
- Bump pagy from 9.0.3 to 9.0.5 by @dependabot in #1056
- Bump rails from
5cb5cadto43530b4by @dependabot in #1059 - Add source headers to Synth calls by @zachgoll in #1062
- Add stimulus tooltip controller by @tonyvince in #1065
- Fetch exchange rates in bulk from synth by @tonyvince in #1069
- Fix minitest assert_nil warning by @tonyvince in #1070
- Allow user to add buy and sell trade transactions for investment accounts by @zachgoll in #1066
- Temp fix for missing accountables on self hosted instances by @zachgoll in #1071
Full Changelog: v0.1.0-alpha.13...v0.1.0-alpha.14