Portfolio-tracker

Add pagination for the transaction's page.

What's Changed

• Merge pull request #99 from Hombre2014/main by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/100
• Update Main branch from Dev by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/118
• Main by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/119
• Add Pagy gem and implement basic pagination for the transactions page. by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/120
• Correct a linter error in CSS file by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/121
• Add margin for pagination by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/122

Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v.1.7.0...v.1.7.1

Add sort functionalities for sorting the transactions table.

What's Changed

• Pagination by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/117

Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v.1.6.9...v.1.7.0

There was a bug, causing the application to crash. For more detail, please, see here
I fix it temporarily by converting the variable position_cost to float before using it in operations like division and actually on all the places just to be on the safe side in _portfolio.rb partial.

What's Changed

• Change the text of the remarks on the form page by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/115
• Form styling by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/116

Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v.1.6.7...v.1.6.9

New transaction types were implemented - "Shares in" and "Shares out". For "Shares in" transaction, a "0" price has been allowed, so the user can record gift shares or matching shares for company's matching plan type of investment.

For the full change log, please, see below:

What's Changed

• Shares in out by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/113
• Shares in and Shares out transactions implemented. by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/114

Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v.1.6.5...v.1.6.7

The User show page has been updated with more statistics about the best and worst-performing stocks in different categories.
Refactoring the page and adding some stylings.
For a complete change log, please, see below.

What's Changed

• Profile by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/111
• Refactoring show page, by adding positions_stats method in user_helper by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/112

Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v.1.6.4...v.1.6.5

1. A new Profile page has been added.
2. You can change your email and/or password on the User#edit page.
3. Statistics for the best and worst performing stock on the profile page.

See below for the complete change log.

What's Changed

• Emails by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/103
• Emails styles by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/104
• Profile by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/105
• Styling the edit credentials form by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/106
• Edit profile implemented by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/107
• Profile by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/108
• Profile by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/109
• Profile by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/110

Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v.1.6.0...v.1.6.4

Add the confirmation of email during sign up process.

What's Changed

• Confirmable by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/96
• Made confirmable email in production by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/97
• Merge the latest v.1.5.4 to main by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/98
• Merge pull request #98 from Hombre2014/dev by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/99
• Change Gmail credentials by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/101
• Production by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/102

Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v.1.5.2...v.1.6.0

Bug fix release. See the change log for more details.

What's Changed

• Refact3 by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/95

Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v.1.5.1...v.1.5.2

A bug has been introduced in the previous release - 1.5.0. The problem was that when you try to record a Cash transaction (any type) the application gives an error, which said: "Unsupported or wrong stock ticker." This was due to when you submit the form for the transaction, the "Symbol" field was missing the value "Cash".
It was because of the method handleInput() in forms_controller. Somehow, it works with other types of transactions, but for Cash transactions, when the symbol is Cash it does not. I could not find a solution and disabled the method.
Now all types of transactions are working.

In this release, an enhancement has been added - to be able to record Dividend transactions for shorted stocks.
A new transaction type has been implemented: Symbol (ticker) change.
Refactoring the forms_controller and clean up the code for CSS styling.

What's Changed

• Ticker change by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/91
• Dividend short by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/92
• Symbol change by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/93

Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v.1.4.0...v.1.5.0

This release includes some bug fixes:

1. When you switch between different transactions involving Dividend and Reinvest Div. and then some of the most commonly used like Buy, Sell, Sell short, and Buy to cover the fields for "Dividend per share" and "Closing price before the dividend's day" were not hidden.

The new transaction type "Stock Split" has been implemented.

Minor style changes.

Fixed some bugs:

1. Amount field not shown for Cash transactions "Cash In, Cash Out, Misc. Exp. and Interest Inc.", when you choose Dividend transaction but do not fill anything and then switch to one of the four Cash transactions.
2. The income for a dividend-paying stock was wrongly calculated, due to accumulating the income of the position with the income from the stock. The correct update should be only the income for the position is equal to the income for the stock.
3. Correcting colors for statistics numbers.

New features:

Introduced new fields in the transaction form:

• div_per_share (to handle Dividend and Reinvest Div transactions)
• closing_price (to handle Reinvest Div transaction)
• new_shares and
• old_shares (to handle stock splits transactions)
• new_symbol to handle the symbol change transaction.
• Re-write the form_controller and the transaction_helper to handle the new changes implementing Dividend transactions in a new way.

Some minor changes like showing the price for Dividends in the index transaction forms up to the 5 digits after the decimal point, etc.

Implemented the Reinvest Div. transaction.

• Modified the model for Stocks, Positions, and Portfolios by adding the reinvested_income field.
• Add Reinv. Inc. in the portfolio balance and Net Worth
• Fix some minor bugs for the correct coloring of the numbers in the statistics.
• Code clean up

What's Changed

Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v.1.2.1...v.1.3.0

This is to make it back-compatible with the previous release v.1.1.0.
Includes minor cosmetic changes in Portfolio table.

What has changed:

I. Added three more transaction types:

1. Miscellaneous Expenses
2. Interest Income
3. Dividend

II. Minor bug fixes and colorization of the profit/loss numbers have been corrected.

III. The Income and Expense transactions are almost the same as Cash In and Cash out, except for one difference, they are impacting the Income part of the Portfolio return.
In the statistics below the portfolio, new elements have been added - Return and then it has been divided into Profit/Loss and Income. In the portfolio table the stock that has a Dividend transaction, shows the amount of income received in the Income column.

IV. Another interesting feature is that once a position has been closed the realized profit loss and the realized charges from commissions and fees will be shown in a new row in the portfolio table - Closed position. If the position is reopened all the data associated with it will move from this row (closed positions) to the corresponding stock row).

The live application is here

A new feature added - two new transaction types:

1. Cash In - to add funds to your portfolio.
2. Cash Out - to remove cash from your portfolio.

Added the Google Authentication method for sign-up and log-in.
Refactoring the transaction helper methods.
Changing the colors for main buttons and links.
Minor bug fix and clean up.

The portfolio tracker is out of beta and version 1.0.0 has been released. The live site is deployed here

Add a check for a valid stock ticker.
Add a check if the trade dates are on or after the portfolio creation date.

What's Changed

• Update by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/63

Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v0.1.3...v0.2.1

It also includes a bug fix, preventing a user to have the same portfolio name as another user's portfolio name.

What's Changed

• Tr type by @Hombre2014 in https://github.com/Hombre2014/Portfolio-tracker/pull/61

Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v0.1.1...v0.1.2