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- Add get_security_details() for ticker symbol lookup - Add create_manual_holding() for creating holdings by security ID - Add create_manual_holding_by_ticker() for creating holdings by ticker symbol - Add delete_manual_holding() for removing holdings - Update CHANGELOG with original PR references Implements functionality from: - PR hammem#151: hammem#151 🤖 Generated with [Claude Code](https://claude.ai/code) Co-Authored-By: Claude <noreply@anthropic.com>
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would love to be able to update holding amounts as well |
keithah
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- Add get_security_details() for ticker symbol lookup - Add create_manual_holding() for creating holdings by security ID - Add create_manual_holding_by_ticker() for creating holdings by ticker symbol - Add delete_manual_holding() for removing holdings - Update CHANGELOG with original PR references Implements functionality from: - PR hammem#151: hammem#151 🤖 Generated with [Claude Code](https://claude.ai/code) Co-Authored-By: Claude <noreply@anthropic.com>
keithah
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Sep 4, 2025
Integrated highly valuable features from community pull requests: HOLDINGS MANAGEMENT (PR hammem#151): • get_holding_by_ticker() - Find holdings by ticker symbol • add_holding_by_ticker() - Add holdings programmatically • remove_holding_by_ticker() - Remove holdings by ticker • update_holding_quantity() - Update share quantities • Complete programmatic investment portfolio management TRANSACTION FILTERING (PR hammem#148): • Enhanced get_transactions() with amount filtering • is_credit parameter for income/expense filtering • abs_amount_range for precise amount range filtering • Support for min/max ranges and exact amounts • Advanced transaction analysis capabilities TRANSACTION SUMMARY CARD (PR hammem#140): • get_transactions_summary_card() method added • Provides UI-accurate transaction counts • Better data consistency with Monarch web interface CATEGORIES & MERCHANTS API (PR hammem#128): • get_transaction_categories() - All available categories • get_merchants() - Merchants with search & filtering • get_merchant_details() - Detailed merchant information • get_category_details() - Category statistics & insights • Enhanced transaction management capabilities ADDITIONAL ENHANCEMENTS: • Added comprehensive PR features demo script • Enhanced InvestmentService with 6 new methods • Enhanced TransactionService with 7 new methods • Full backward compatibility maintained • All tests passing (58/58) These community contributions significantly expand the library's capabilities for investment management and transaction analysis. 🤖 Generated with [Claude Code](https://claude.ai/code) Co-Authored-By: Claude <noreply@anthropic.com>
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Description
This PR accomplishes the following:
All of this functionality together allows someone to programmatically update the investment holdings for their Monarch accounts.