Store account membership, portfolio, operations, forecasts and market sources in SQLite.
Coalesce scoped refreshes, fence connection revisions, preserve complete financial
snapshots and stabilize operation period state.
BREAKING CHANGE: investment reads return data/meta resource envelopes and locally
persisted snapshots; consumers must use the matching OpenAPI contract and explicit
synchronization endpoints.
Expose stock search, market data, company information, dividends and portfolio history with exact instrument identity and verified ticker aliases. Include stock and bond position counts in account summaries.