Robo Advisor Python

WHENWhen calculating prices_diff using current_price divided by old_price

ACTIONallow old_price to be zero without validation

CONSEQUENCEDivision by zero will produce INF or NaN, corrupting portfolio rebalancing calculations and causing incorrect buy/sell decisions based on invalid prices_diff values

WHENWhen storing SecurityPrice entity with source='tradier'

ACTIONvalidate that the quote->last price value exists before persisting

CONSEQUENCEStoring null or missing price values will corrupt price history, causing incorrect portfolio valuations and rebalancing decisions based on invalid price data

WHENWhen persisting new SecurityPrice with is_current=true

ACTIONreset is_current flag to false for each existing prices of the same security first

CONSEQUENCEMultiple prices marked as is_current=true causes ambiguous price lookups, breaking downstream portfolio valuation and rebalancing calculations that rely on single source of truth