audit: better handling of unmapped accounts in multi-account file imports
zig-build.yaml #105 -Commit
d5459ff39e
pushed by
lobo
rollup on audit if detailed data is on broker side but account marked as direct index
zig-build.yaml #104 -Commit
858e9874b4
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lobo
contributions: track matured CDs properly
zig-build.yaml #99 -Commit
c463d94ea5
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lobo
update docs with clearer explanation of what is actually happening
zig-build.yaml #98 -Commit
41dd290648
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lobo
contributions dates trigger on snapshots for both before and after side
zig-build.yaml #97 -Commit
1c1c6716ee
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lobo
correctly color history when open == close (mutual funds)
zig-build.yaml #95 -Commit
6bd063d51f
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lobo
introduce concept of uncounted flows to surface specific situations
zig-build.yaml #93 -Commit
a621f2932b
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lobo
remove extra pre-multiply on manual snapshot price data
zig-build.yaml #91 -Commit
34d37e32a8
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lobo
fix forward-announced ex-dates masking real restatement work
zig-build.yaml #88 -Commit
c15ea92b0d
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lobo
build portfolio risk from a total-return index
zig-build.yaml #87 -Commit
e3ce8f32a1
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lobo
ensure that new candles do not end up with an assumption of successful refresh
zig-build.yaml #84 -Commit
937822f9b0
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lobo
extract brokerage discovery and export for downstream
zig-build.yaml #83 -Commit
5e22e1dccc
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lobo
add observation for missing dividend history
zig-build.yaml #81 -Commit
12e131fef8
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lobo
report if cash only exists in the portfolio, not at broker (probably 0)
zig-build.yaml #80 -Commit
d434395daa
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lobo
separate ratio suggestion calculation from display, export types for others to use
zig-build.yaml #78 -Commit
a107008b35
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lobo
add ability to handle opaque 401(k)s with new tax_mix fields
zig-build.yaml #77 -Commit
4f1ca3d34d
pushed by
lobo