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.

https://github.com/user-attachments/assets/f4c8bc65-31f6-4627-b4e7-477d0687c570

What's Changed

• Bump tailwindcss-rails from 2.6.4 to 2.6.5 by @dependabot in https://github.com/maybe-finance/maybe/pull/1058
• Bump faraday from 2.10.0 to 2.10.1 by @dependabot in https://github.com/maybe-finance/maybe/pull/1055
• Bump erb_lint from 0.5.0 to 0.6.0 by @dependabot in https://github.com/maybe-finance/maybe/pull/1057
• Bump aws-sdk-s3 from 1.156.0 to 1.157.0 by @dependabot in https://github.com/maybe-finance/maybe/pull/1054
• Bump good_job from 4.1.0 to 4.1.1 by @dependabot in https://github.com/maybe-finance/maybe/pull/1053
• Bump pagy from 9.0.3 to 9.0.5 by @dependabot in https://github.com/maybe-finance/maybe/pull/1056
• Bump rails from 5cb5cad to 43530b4 by @dependabot in https://github.com/maybe-finance/maybe/pull/1059
• Add source headers to Synth calls by @zachgoll in https://github.com/maybe-finance/maybe/pull/1062
• Add stimulus tooltip controller by @tonyvince in https://github.com/maybe-finance/maybe/pull/1065
• Fetch exchange rates in bulk from synth by @tonyvince in https://github.com/maybe-finance/maybe/pull/1069
• Fix minitest assert_nil warning by @tonyvince in https://github.com/maybe-finance/maybe/pull/1070
• Allow user to add buy and sell trade transactions for investment accounts by @zachgoll in https://github.com/maybe-finance/maybe/pull/1066
• Temp fix for missing accountables on self hosted instances by @zachgoll in https://github.com/maybe-finance/maybe/pull/1071

Full Changelog: https://github.com/maybe-finance/maybe/compare/v0.1.0-alpha.13...v0.1.0-alpha.14