Versions in this module Expand all Collapse all v1 v1.0.1 Nov 25, 2025 v1.0.0 Mar 9, 2025 Changes in this version + var ValidAssetCategories = []interface + var ValidTaxShelters = []interface + type Account struct + Account_id int + Created_at time.Time + Description string + Institution string + Is_deprecated bool + Name string + Tax_shelter TaxShelter + Updated_at time.Time + User_id int + type AccountHandler interface + CreateAccount func(fiber.Ctx) error + DeleteAccount func(fiber.Ctx) error + GetAccountById func(fiber.Ctx) error + GetAccounts func(fiber.Ctx) error + UpdateAccount func(fiber.Ctx) error + type AccountStore interface + CreateAccount func(context.Context, *Account) (Account, error) + DeleteAccount func(ctx context.Context, userId, accountId int) (Account, error) + GetAccountById func(ctx context.Context, userId, accountId int) (Account, error) + GetAccountByName func(ctx context.Context, name string, userId int) (Account, error) + GetAccounts func(ctx context.Context, userId int, options *GetAccountsStoreOptions) ([]Account, PaginationMetadata, error) + UpdateAccount func(context.Context, *Account) (Account, error) + type AccountsGroupByCategory string + const BY_ACCOUNT_INSTITUTION + const BY_ACCOUNT_NAME + const BY_TAX_SHELTER + type AssetAllocation struct + Category string + Value float64 + type AssetAllocationPct struct + Category AssetCategory + Percent int + type AssetCategory = string + const BILLS + const CASH + const COMMODITIES + const CRYPTO + const DLCB + const DLCG + const DLCV + const DMCB + const DMCG + const DMCV + const DSCB + const DSCG + const DSCV + const GOLD + const ILCB + const ILCG + const ILCV + const IMCB + const IMCG + const IMCV + const ISCB + const ISCG + const ISCV + const ITB + const LTB + const OTHER + const REITS + const STB + const TSM + type AuthHandler interface + GetMe func(fiber.Ctx) error + Login func(fiber.Ctx) error + Register func(fiber.Ctx) error + type Benchmark struct + Asset_allocation []AssetAllocationPct + Benchmark_id int + Created_at time.Time + Description string + Drawdown_yrs int + Is_deprecated bool + Name string + Real_return_pct float32 + Std_dev_pct float32 + Updated_at time.Time + User_id int + type BenchmarkHandler interface + CreateBenchmark func(fiber.Ctx) error + DeleteBenchmark func(fiber.Ctx) error + GetBenchmarkById func(fiber.Ctx) error + GetBenchmarks func(fiber.Ctx) error + UpdateBenchmark func(fiber.Ctx) error + type BenchmarkStore interface + CreateBenchmark func(context.Context, *Benchmark) (Benchmark, error) + DeleteBenchmark func(ctx context.Context, userId, benchmarkId int) (Benchmark, error) + GetBenchmarkById func(ctx context.Context, userId, benchmarkId int) (Benchmark, error) + GetBenchmarkByName func(ctx context.Context, name string, userId int) (Benchmark, error) + GetBenchmarks func(ctx context.Context, userId int, options *GetBenchmarksStoreOptions) ([]Benchmark, PaginationMetadata, error) + UpdateBenchmark func(context.Context, *Benchmark) (Benchmark, error) + type CreateAccountResponse struct + Data struct{ ... } + Error string + type CreateBenchmarkResponse struct + Data struct{ ... } + Error string + type CreateHoldingResponse struct + Data struct{ ... } + Error string + type CreateSnapshotResponse struct + Data struct{ ... } + Error string + type CreateSnapshotValueResponse struct + Data struct{ ... } + Error string + type DeleteAccountResponse struct + Data struct{ ... } + Error string + type DeleteBenchmarkResponse struct + Data struct{ ... } + Error string + type DeleteHoldingResponse struct + Data struct{ ... } + Error string + type DeleteSnapshotResponse struct + Data struct{ ... } + Error string + type DeleteSnapshotValueResponse struct + Data struct{ ... } + Error string + type DeleteUserResponse struct + Data struct{ ... } + Error string + type GetAccountResponse struct + Data struct{ ... } + Error string + type GetAccountsResponse struct + Data struct{ ... } + Error string + type GetAccountsStoreOptions struct + AccountIds []int + Current_page int + Institution string + Is_deprecated string + Page_size int + TaxShelter TaxShelter + type GetBenchmarkResponse struct + Data struct{ ... } + Error string + type GetBenchmarksResponse struct + Data struct{ ... } + Error string + type GetBenchmarksStoreOptions struct + Benchmark_ids []int + Current_page int + Is_deprecated string + Name string + Page_size int + type GetGroupByAccountStoreOptions struct + Group_by AccountsGroupByCategory + type GetGroupByHoldingStoreOptions struct + Group_by HoldingsGroupByCategory + Omit_skip_reb bool + type GetGroupByMaturationDateStoreOptions struct + Maturation_end string + Maturation_start string + type GetHoldingResponse struct + Data struct{ ... } + Error string + type GetHoldingsResponse struct + Data struct{ ... } + Error string + type GetHoldingsStoreOptions struct + Asset_category AssetCategory + Current_page int + Has_maturation_remaining string + Holding_ids []int + Is_deprecated string + Page_size int + Ticker string + type GetMeResponse struct + Data struct{ ... } + Error string + type GetSettingsResponse struct + Data struct{ ... } + Error string + type GetSnapshotAccountsResponse struct + Data struct{ ... } + Error string + type GetSnapshotHoldingsResponse struct + Data struct{ ... } + Error string + type GetSnapshotLiquidityResponse struct + Data struct{ ... } + Error string + type GetSnapshotMaturationDateResponse struct + Data struct{ ... } + Error string + type GetSnapshotRebalanceResponse struct + Data struct{ ... } + Error string + type GetSnapshotResponse struct + Data struct{ ... } + Error string + type GetSnapshotTotalStoreOptions struct + Omit_skip_reb bool + type GetSnapshotValueResponse struct + Data struct{ ... } + Error string + type GetSnapshotValuesResponse struct + Data struct{ ... } + Error string + type GetSnapshotsResponse struct + Data struct{ ... } + Error string + type GetSnapshotsStoreOptions struct + Current_page int + Order_date_by string + Page_size int + Snap_date_lower string + Snap_date_upper string + Snap_ids []int + type GetUserByIdResponse struct + Data struct{ ... } + Error string + type GetUsersStoreOptions struct + Current_page int + Page_size int + type Holding struct + Asset_category AssetCategory + Created_at time.Time + Expense_ratio_pct float32 + Holding_id int + Interest_rate_pct float32 + Is_deprecated bool + Maturation_date string + Name string + Ticker string + Updated_at time.Time + User_id int + type HoldingHandler interface + CreateHolding func(fiber.Ctx) error + DeleteHolding func(fiber.Ctx) error + GetHoldingById func(fiber.Ctx) error + GetHoldings func(fiber.Ctx) error + UpdateHolding func(fiber.Ctx) error + type HoldingStore interface + CreateHolding func(context.Context, *Holding) (Holding, error) + DeleteHolding func(ctx context.Context, userId, holdingId int) (Holding, error) + GetHoldingById func(ctx context.Context, userId, holdingId int) (Holding, error) + GetHoldingByName func(ctx context.Context, name string, userId int) (Holding, error) + GetHoldingByTicker func(ctx context.Context, ticker string, userId int) (Holding, error) + GetHoldings func(ctx context.Context, userId int, options *GetHoldingsStoreOptions) ([]Holding, PaginationMetadata, error) + UpdateHolding func(context.Context, *Holding) (Holding, error) + type HoldingsGroupByCategory string + const BY_ASSET_CATEGORY + type LiquidityResource struct + Account_name string + Asset_category string + Holding_name string + Institution string + TaxShelter string + Ticker string + Total float64 + type LoginResponse struct + Data struct{ ... } + Error string + type MaturationDateResource struct + Account_name string + Asset_category string + Holding_name string + Interest_rate_pct float64 + Maturation_date string + Skip_rebalance bool + Total float64 + type PaginationMetadata struct + Current_page int + Page_size int + Total_items int + type PaginationQuery struct + Current_page int + Page_size int + func (p PaginationQuery) Validate() error + type RegisterResponse struct + Data struct{ ... } + Error string + type ResourcesGrouped struct + Fields []string + Total []float64 + type Settings struct + Benchmark_id int + Created_at time.Time + Reb_thresh_pct int + Settings_id int + Updated_at time.Time + User_id int + type Snapshot struct + Benchmark_id int + Created_at time.Time + Description string + Snap_date string + Snap_id int + Total float64 + Updated_at time.Time + User_id int + Weighted_er_pct float64 + type SnapshotHandler interface + CreateSnapshot func(fiber.Ctx) error + DeleteSnapshot func(fiber.Ctx) error + GetSnapshotById func(fiber.Ctx) error + GetSnapshots func(fiber.Ctx) error + RebalanceSnapshot func(fiber.Ctx) error + UpdateSnapshot func(fiber.Ctx) error + type SnapshotStore interface + CreateSnapshot func(context.Context, *Snapshot) (Snapshot, error) + DeleteSnapshot func(ctx context.Context, snapshotId, userId int) (Snapshot, error) + GetSnapshotByDate func(ctx context.Context, snapshotDate string, userId int) (Snapshot, error) + GetSnapshotById func(ctx context.Context, snapshotId, userId int) (Snapshot, []SnapshotValue, error) + GetSnapshotTotal func(ctx context.Context, userId, snapId int, options *GetSnapshotTotalStoreOptions) (total float64, err error) + GetSnapshots func(ctx context.Context, userId int, options *GetSnapshotsStoreOptions) ([]Snapshot, PaginationMetadata, error) + GroupByAccount func(ctx context.Context, userId, snapId int, ...) (ResourcesGrouped, error) + GroupByHolding func(ctx context.Context, userId, snapId int, ...) (ResourcesGrouped, error) + GroupByLiquidity func(ctx context.Context, userId, snapId int) (resources []LiquidityResource, total float64, err error) + GroupByMaturationDate func(ctx context.Context, userId, snapId int, ...) ([]MaturationDateResource, error) + RefreshSnapshotTotal func(ctx context.Context, userId, snapId int) (total float64, err error) + RefreshSnapshotWeightedER func(ctx context.Context, userId, snapId int) (weightedER float64, err error) + UpdateSnapshot func(context.Context, *Snapshot) (Snapshot, error) + type SnapshotValue struct + Account_id int + Created_at time.Time + Holding_id int + Skip_rebalance bool + Snap_id int + Snap_val_id int + Total float64 + Updated_at time.Time + User_id int + type SnapshotValueHandler interface + CreateSnapshotValue func(fiber.Ctx) error + DeleteSnapshotValue func(fiber.Ctx) error + GetSnapshotValue func(fiber.Ctx) error + GetSnapshotValues func(fiber.Ctx) error + UpdateSnapshotValue func(fiber.Ctx) error + type SnapshotValueStore interface + CreateSnapshotValue func(context.Context, *SnapshotValue) (SnapshotValue, error) + DeleteSnapshotValue func(ctx context.Context, snapId, snapValId, userId int) (SnapshotValue, error) + GetSnapshotValue func(ctx context.Context, snapId, snapValId, userId int) (SnapshotValue, error) + GetSnapshotValues func(ctx context.Context, snapId, userId int) ([]SnapshotValue, error) + UpdateSnapshotValue func(context.Context, *SnapshotValue) (SnapshotValue, error) + type TaxShelter = string + const FIVE_TWENTY_NINE + const HSA + const ROTH + const TAXABLE + const TRADITIONAL + type UpdateAccountResponse struct + Data struct{ ... } + Error string + type UpdateBenchmarkResponse struct + Data struct{ ... } + Error string + type UpdateHoldingResponse struct + Data struct{ ... } + Error string + type UpdateSettingsResponse struct + Data struct{ ... } + Error string + type UpdateSnapshotResponse struct + Data struct{ ... } + Error string + type UpdateSnapshotValueResponse struct + Data struct{ ... } + Error string + type User struct + Created_at time.Time + Email string + Enc_password string + Last_logged_in time.Time + Updated_at time.Time + User_id int + User_role UserRole + Verified bool + type UserHandler interface + DeleteUser func(fiber.Ctx) error + GetSettings func(fiber.Ctx) error + GetUser func(fiber.Ctx) error + GetUsers func(fiber.Ctx) error + UpdateSettings func(fiber.Ctx) error + UpdateVerification func(fiber.Ctx) error + type UserRole = string + const Admin + const Default + type UserStore interface + CreateSettings func(context.Context, *Settings) (Settings, error) + CreateUser func(context.Context, *User) (User, error) + DeleteUser func(ctx context.Context, userId int) (User, error) + GetSettings func(ctx context.Context, userId int) (Settings, error) + GetUserByEmail func(ctx context.Context, email string) (User, error) + GetUserById func(ctx context.Context, userId int) (User, error) + GetUsers func(ctx context.Context, options *GetUsersStoreOptions) ([]User, PaginationMetadata, error) + UpdateSettings func(context.Context, *Settings) (Settings, error) + UpdateUserLoggedIn func(ctx context.Context, userId int) (User, error) + UpdateVerification func(ctx context.Context, userId int) (User, error)
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