06/03 Optimize app

2026-06-03 16:43:39 -04:00
parent 3990a01079
commit 3abd073437
9 changed files with 36 additions and 6 deletions
@@ -53,8 +53,15 @@ CATEGORY_MAP = {

 # Schwab account type → PFM account type
 ACCOUNT_TYPE_MAP = {
-    'CASH':   'checking',
-    'MARGIN': 'investment',
+    'CASH':             'checking',
+    'MARGIN':           'investment',
+    'IRA':              'investment',
+    'ROTH_IRA':         'investment',
+    'ROLLOVER_IRA':     'investment',
+    'TRADITIONAL_IRA':  'investment',
+    '401K':             'investment',
+    'ROTH_401K':        'investment',
+    'BROKERAGE':        'investment',
 }

 # Schwab instrument asset type → PFM investment asset type