Ecosyste.ms: Issues

An open API service for providing issue and pull request metadata for open source projects.

GitHub / TheBrookhavenGroup/worth issues and pull requests

#98 - Added .DS_Store to gitignore

Pull Request - State: closed - Opened by Schwarzschild over 1 year ago

#97 - fix wap_calc()

Issue - State: closed - Opened by Schwarzschild over 1 year ago - 1 comment

#96 - Added account dropdown list to checking view.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#95 - PnLView obeys d=lbd now.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#94 - PPM Yesterday should be PPM LBD so it works on Sunday.

Issue - State: closed - Opened by Schwarzschild almost 2 years ago

#93 - Add tax_manifest view

Issue - State: open - Opened by Schwarzschild almost 2 years ago

#92 - Tax manifest91

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#91 - Add tax_manifest.py

Issue - State: closed - Opened by Schwarzschild almost 2 years ago

#90 - Query earliest trade for each account this year.

Issue - State: open - Opened by Schwarzschild almost 2 years ago - 1 comment

#89 - Added total row to PnLView.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#88 - Added form to pnl view.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#87 - Added active_f to accounts.models.get_cash_df().

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#85 - Added more backfill data.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#84 - Value chart81

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#83 - Added active_f arg to get trades methods.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#82 - Value chart reflects all accounts.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago - 1 comment

#81 - Value chart should use all accounts.

Issue - State: closed - Opened by Schwarzschild almost 2 years ago

#80 - Use ofx to get broker statements.

Issue - State: open - Opened by Schwarzschild almost 2 years ago - 4 comments

#79 - Add form for n_months and account to pnl view.

Issue - State: closed - Opened by Schwarzschild almost 2 years ago

#78 - Account for reinvest=True in pnl_asof().

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#77 - Do not include reinvested trades in adjust cash.

Issue - State: closed - Opened by Schwarzschild almost 2 years ago

#75 - Add admin action to cash to set/clear ignored flag.

Issue - State: closed - Opened by Schwarzschild almost 2 years ago

#74 - BofA Cash Balances view should work for TBG

Issue - State: closed - Opened by Schwarzschild almost 2 years ago - 2 comments

#73 - Move totals on PnL view

Issue - State: closed - Opened by Schwarzschild almost 2 years ago

#72 - Fixed chart title.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#71 - PPMResult stores one value per day. Charts faster.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#70 - Chart would run faster if it used PPMResult data.

Issue - State: closed - Opened by Schwarzschild almost 2 years ago

#69 - Recalculated PPMResult records and made them unique in time.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#68 - Backfill

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#67 - Fix admin trade filters.

Issue - State: closed - Opened by Schwarzschild almost 2 years ago

#66 - Check and fix daily total pnl calculation.

Issue - State: closed - Opened by Schwarzschild almost 2 years ago - 1 comment

#65 - Recalculate all pnl history.

Issue - State: closed - Opened by Schwarzschild almost 2 years ago - 1 comment

#64 - Fixed total pnl calculation.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#63 - Added another test of pnl for day when AAPL was sold.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#62 - Fixed chart.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#61 - Added realizable pnl stuff.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#60 - Find biggest losers

Issue - State: closed - Opened by Schwarzschild almost 2 years ago - 1 comment

#59 - Added messages to base.html and use with realized view.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#58 - Add year parameter to realized/ view.

Issue - State: closed - Opened by Schwarzschild almost 2 years ago - 1 comment

#57 - Refactor, use moneycounter wap calculator.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#56 - Taxable54

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#55 - Refactor and use MoneyCounter pnl()

Issue - State: closed - Opened by Schwarzschild almost 2 years ago

#54 - Only list things traded in given year for taxable view.

Issue - State: closed - Opened by Schwarzschild almost 2 years ago

#53 - Removed everything moved to moneycounter.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#52 - refactor and use str_utils from moneycounter.

Issue - State: closed - Opened by Schwarzschild almost 2 years ago

#51 - Using the moneycounter package.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#50 - Use MoneyCounter package

Issue - State: closed - Opened by Schwarzschild almost 2 years ago

#49 - Created total_realized_gains()

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#48 - Changed pcnt_change() to roi().

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#47 - YTD realized gains

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#46 - Added days arg to pnl view.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#45 - Refactor WAP

Issue - State: closed - Opened by Schwarzschild almost 2 years ago - 1 comment

#44 - Validate charts

Issue - State: closed - Opened by Schwarzschild almost 2 years ago

#43 - Cache db price queries.

Issue - State: closed - Opened by Schwarzschild almost 2 years ago - 1 comment

#42 - Summary view by account

Issue - State: open - Opened by Schwarzschild almost 2 years ago

#41 - YTD Realized gains - include futures - for taxes

Issue - State: closed - Opened by Schwarzschild almost 2 years ago

#40 - Added more to analytics.tests test_givendate().

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#39 - Made pandas merge outer for cash recs.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#38 - Fixed night manager command to work with pandas version.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#37 - Pn l35

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#36 - Making a worthwhile readme.

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#35 - Refactor PnL calculations for all securities using Pandas.

Issue - State: closed - Opened by Schwarzschild almost 2 years ago - 1 comment

#34 - Pnl32

Pull Request - State: closed - Opened by Schwarzschild almost 2 years ago

#33 - Refactor caching

Issue - State: closed - Opened by Schwarzschild almost 2 years ago - 1 comment

#32 - Refactor PnL Calculation

Issue - State: closed - Opened by Schwarzschild almost 2 years ago - 1 comment

#31 - Added link to cash records from account view.

Pull Request - State: closed - Opened by Schwarzschild about 2 years ago

#29 - Fixed up account form used for managing reconciliation.

Pull Request - State: closed - Opened by Schwarzschild about 2 years ago

#28 - Replaced apexcharts with plotly.

Pull Request - State: closed - Opened by Schwarzschild about 2 years ago

#27 - Replace apexcharts with plotly

Issue - State: closed - Opened by Schwarzschild about 2 years ago - 1 comment

#26 - Added gpg encrypt and decrypt.

Pull Request - State: closed - Opened by Schwarzschild about 2 years ago

#25 - Added github workflows.

Pull Request - State: closed - Opened by Schwarzschild about 2 years ago

#24 - Just added a note to admin.

Pull Request - State: closed - Opened by Schwarzschild about 2 years ago

#23 - Better handling of d arg for PPMView.

Pull Request - State: closed - Opened by Schwarzschild about 2 years ago

#22 - Write function to fill in price data for a given day.

Issue - State: closed - Opened by Schwarzschild about 2 years ago - 1 comment

#21 - Added ValueChart view to analytics.

Pull Request - State: closed - Opened by Schwarzschild about 2 years ago

#20 - Added url to Accounts model and made accounts view.

Pull Request - State: closed - Opened by Schwarzschild about 2 years ago

#19 - Improved layout of jquerytable.

Pull Request - State: closed - Opened by Schwarzschild about 2 years ago

#18 - Added trades.admin.SplitsFilter.

Pull Request - State: closed - Opened by Schwarzschild about 2 years ago

#17 - Do not set reinvest=True for Futures Trades.

Pull Request - State: closed - Opened by Schwarzschild about 2 years ago

#16 - Splits pnl

Pull Request - State: closed - Opened by Schwarzschild about 2 years ago - 1 comment

#15 - Added pos, price, and pnl to TickerView.

Pull Request - State: closed - Opened by Schwarzschild over 2 years ago

#14 - Avg purchase price

Pull Request - State: closed - Opened by Schwarzschild over 2 years ago

#13 - Now PPMView d arg can be integer num of months.

Pull Request - State: closed - Opened by Schwarzschild over 2 years ago

#12 - Main

Pull Request - State: closed - Opened by Schwarzschild over 2 years ago

#11 - Removed old pnl calculator.

Pull Request - State: closed - Opened by Schwarzschild over 2 years ago

#10 - Make ppm work with ticker arg.

Issue - State: closed - Opened by Schwarzschild over 2 years ago

#9 - PPM - add Total MTD, YTD

Issue - State: closed - Opened by Schwarzschild over 2 years ago

#8 - Changed DailyBar to DailyPrice.

Pull Request - State: closed - Opened by Schwarzschild over 2 years ago

#7 - Get price on business day

Pull Request - State: closed - Opened by Schwarzschild over 2 years ago

#6 - Save PPM total to history table

Issue - State: closed - Opened by Schwarzschild over 2 years ago

#5 - Get trades from IB API.

Issue - State: closed - Opened by Schwarzschild over 2 years ago

#4 - Add futures trades

Issue - State: closed - Opened by Schwarzschild over 2 years ago

#3 - Add ticker totals to PPM.

Issue - State: closed - Opened by Schwarzschild over 2 years ago

#2 - Add cost basis to PPM report

Issue - State: closed - Opened by Schwarzschild over 2 years ago

#1 - Eliminate trades reference to cash account

Issue - State: closed - Opened by Schwarzschild over 2 years ago - 1 comment