assumes current tax policy was applicable across the entire time range

1. User downloads agent which is an electron (or similar) app
2. User runs agent on local computer and provides penny vault api key and login credentials to schwab
3. User connects brokerage accounts to penny vault portfolios
4. agent connects to penny vault and gets transactions at interval defined by portfolio configuration
5. agent enters trades on brokerage website

Initially supported brokerages:

1. tradier (rest api)
2. alpaca (rest api)
3. schwab (screen scraping)
4. interactive brokers (rest api)

With Andy or Micah's help may do Fidelity

e.g. MDEP needs a frequency of monthly or weekly

The message text is right justified - either center or add icon so it doesn't look akward

micah reported this issue against pv beta:

Returns heatmap appears to be off by 1, October is actually displayed as November, December is displayed as January of next year.

What heatmap is showing:

Monthly returns:

provide side by comparison of key metrics from strategy backtest

Try running ADM and then run PAA. The ADM columns will still be there, just blank.

Add an input field that uses the pvapi asset search API to provide hints about the ticker while the user is typing. Display should show each ticker as a pill.

Use QSelect for implementation.

Compost template is a little more visually appealing and works better on mobile

See the stock screener wiki page for more details: Stock Screener Wiki