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