contributions dates trigger on snapshots for both before and after side
zig-build.yaml #97 -Commit
1c1c6716ee
pushed by
lobo
correctly color history when open == close (mutual funds)
zig-build.yaml #95 -Commit
6bd063d51f
pushed by
lobo
introduce concept of uncounted flows to surface specific situations
zig-build.yaml #93 -Commit
a621f2932b
pushed by
lobo
remove extra pre-multiply on manual snapshot price data
zig-build.yaml #91 -Commit
34d37e32a8
pushed by
lobo
fix forward-announced ex-dates masking real restatement work
zig-build.yaml #88 -Commit
c15ea92b0d
pushed by
lobo
build portfolio risk from a total-return index
zig-build.yaml #87 -Commit
e3ce8f32a1
pushed by
lobo
ensure that new candles do not end up with an assumption of successful refresh
zig-build.yaml #84 -Commit
937822f9b0
pushed by
lobo
extract brokerage discovery and export for downstream
zig-build.yaml #83 -Commit
5e22e1dccc
pushed by
lobo
add observation for missing dividend history
zig-build.yaml #81 -Commit
12e131fef8
pushed by
lobo
report if cash only exists in the portfolio, not at broker (probably 0)
zig-build.yaml #80 -Commit
d434395daa
pushed by
lobo
separate ratio suggestion calculation from display, export types for others to use
zig-build.yaml #78 -Commit
a107008b35
pushed by
lobo
add ability to handle opaque 401(k)s with new tax_mix fields
zig-build.yaml #77 -Commit
4f1ca3d34d
pushed by
lobo
add stale harvesting date checks to audit command
zig-build.yaml #75 -Commit
0e1a4862db
pushed by
lobo
harden schwab csv parsing in manner similar to fidelity
zig-build.yaml #74 -Commit
dd4d68280f
pushed by
lobo
add stock split guide with full rationale
zig-build.yaml #72 -Commit
f1cabdcf9a
pushed by
lobo
address uaf in portfolio command watchlist
zig-build.yaml #70 -Commit
9aaa374f12
pushed by
lobo
prefer ZFIN_HOME for .env, match portfolio loading paradigm
zig-build.yaml #69 -Commit
bd6bc1d161
pushed by
lobo
update docs/include dev docs on caching implementation
zig-build.yaml #68 -Commit
2e9fed48ff
pushed by
lobo