Edit only outlined cells

9/10/2024

Intraday

Added ability to select from a greedy algorithm (always gives to the largest percentage difference calculated on each pass) or $1 minimum distribution (gives a minimum of $1 on each pass)

Fixed an issue where each stock module was calculating it's local percentage incorrectly.

Fixed an issue where the last dollar was not distributed all the way throughout the funds

Added a header on mutual funds that suggests that you can add a benchmark. The benchmark controls the EOD column -- This allows one to monitor progress on mutual funds throughout the trade day.

Changes in 1.1.1

Improved greedy algorithm to distribute based on relative ratio of actual to goal -- Larger lump sum additions now work better with lower percentage goals

Changes in 1.1.1a

Only show EOD price until 2:59pm

Changes in 1.1.2

Added another couple rows to each module

Refactored distribution code to be a object oriented and a bit more functional

Fixed an issue in the non-greedy algorithm which caused the minimum amount to be added to securities over goal on a pass

Added some comments on the distribution api

Fixed a rounding error with the non-greedy algorithm which resulted in lower funds added by a slight amount

Improved performance of both greedy and non greedy algorithms

Greedy and non-greedy algorithm now increases on each pass by the max of 1 and amountToAdd * percentFromGoal

Fixed an issue where the greedy algorithm wasn't properly distributing to goal with larger numbers

Changes in 1.2.1a

Fixed an issue where not all cells were being added to the percent total for both goal and actual

Added another row to each module

Added outlines to each cell that can be edited manually

Changes in 1.2.1b

Added return percentage for date range specified on all securities

Fixed a bug with percent within module on the last three modules

Changes in 1.2.2

Updated return formula to support weekends and holidays