Track your portfolios performance online with real time data from API. Record your transactions and update the portfolio.
OTHER License
Add pagination for the transaction's page.
Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v.1.7.0...v.1.7.1
Published by Hombre2014 10 months ago
Add sort functionalities for sorting the transactions table.
Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v.1.6.9...v.1.7.0
Published by Hombre2014 over 1 year ago
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.
Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v.1.6.7...v.1.6.9
Published by Hombre2014 over 1 year ago
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:
Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v.1.6.5...v.1.6.7
Published by Hombre2014 over 1 year ago
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.
Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v.1.6.4...v.1.6.5
Published by Hombre2014 over 1 year ago
See below for the complete change log.
Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v.1.6.0...v.1.6.4
Published by Hombre2014 over 1 year ago
Add the confirmation of email during sign up process.
Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v.1.5.2...v.1.6.0
Published by Hombre2014 over 1 year ago
Bug fix release. See the change log for more details.
Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v.1.5.1...v.1.5.2
Published by Hombre2014 over 1 year ago
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.
Published by Hombre2014 over 1 year ago
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.
Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v.1.4.0...v.1.5.0
Published by Hombre2014 over 1 year ago
This release includes some bug fixes:
The new transaction type "Stock Split" has been implemented.
Minor style changes.
Published by Hombre2014 over 1 year ago
Fixed some bugs:
New features:
Introduced new fields in the transaction form:
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.
Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v.1.2.1...v.1.3.0
Published by Hombre2014 over 1 year ago
This is to make it back-compatible with the previous release v.1.1.0.
Includes minor cosmetic changes in Portfolio table.
Published by Hombre2014 over 1 year ago
What has changed:
I. Added three more transaction types:
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
Published by Hombre2014 over 1 year ago
A new feature added - two new transaction types:
Published by Hombre2014 almost 2 years ago
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.
Published by Hombre2014 almost 2 years ago
The portfolio tracker is out of beta and version 1.0.0 has been released. The live site is deployed here
Published by Hombre2014 about 2 years ago
Add a check for a valid stock ticker.
Add a check if the trade dates are on or after the portfolio creation date.
Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v0.1.3...v0.2.1
Published by Hombre2014 about 2 years ago
It also includes a bug fix, preventing a user to have the same portfolio name as another user's portfolio name.
Published by Hombre2014 about 2 years ago
Full Changelog: https://github.com/Hombre2014/Portfolio-tracker/compare/v0.1.1...v0.1.2