nngo/Personal-Finance-Management
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

06/03 Optimize codes, fix Schwab Account

Browse Source
This commit is contained in:
nngo
2026-06-03 14:04:39 -04:00
parent b75f18d6c8
commit 5c8854a65a
3 changed files with 67 additions and 9 deletions
Download Patch File Download Diff File Expand all files Collapse all files
app/templates/investments/index.html
+13 -6
View File
@@ -9,9 +9,13 @@
<i class="bi bi-arrow-clockwise me-1"></i>Refresh Prices
</button>
</form>
<a href="{{ url_for('schwab.index') }}" class="btn btn-sm btn-outline-secondary me-1" style="font-size:12px;" title="Sync positions from Schwab">
<i class="bi bi-bank2 me-1"></i>Sync Schwab
</a>
<form method="POST" action="{{ url_for('investments.sync_schwab') }}" class="d-inline">
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
<button type="submit" class="btn btn-sm btn-outline-secondary me-1" style="font-size:12px;"
title="Pull latest holdings and balances from Schwab">
<i class="bi bi-bank2 me-1"></i>Sync Schwab
</button>
</form>
<a href="{{ url_for('investments.new') }}" class="btn btn-sm btn-primary" style="font-size:12px;"><i class="bi bi-plus-lg me-1"></i>Add Holding</a>
{% endblock %}
@@ -64,9 +68,12 @@
<a href="{{ url_for('investments.new') }}" class="btn btn-primary btn-sm">
<i class="bi bi-plus-lg me-1"></i>Add Holding
</a>
<a href="{{ url_for('schwab.index') }}" class="btn btn-outline-secondary btn-sm">
<i class="bi bi-bank2 me-1"></i>Sync from Schwab
</a>
<form method="POST" action="{{ url_for('investments.sync_schwab') }}" class="d-inline">
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
<button type="submit" class="btn btn-outline-secondary btn-sm">
<i class="bi bi-bank2 me-1"></i>Sync from Schwab
</button>
</form>
</div>
</div>
{% else %}