reorder tabs
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3 changed files with 12 additions and 56 deletions
16
README.md
16
README.md
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@ -251,25 +251,25 @@ If no portfolio or symbol is specified and `portfolio.srf` exists in the current
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## Interactive TUI
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The TUI has eight tabs: Portfolio, Quote, Performance, Options, Earnings, Analysis, History, and Projections.
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The TUI has eight tabs: Portfolio, Analysis, Projections, History, Quote, Performance, Earnings, and Options.
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### Tabs
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**Portfolio** -- navigable list of positions with market value, gain/loss, weight, and purchase date. Multi-lot positions can be expanded to show individual lots with per-lot gain/loss, capital gains indicator (ST/LT), and account name. Press `a` to open an account-filter picker (with `/` search).
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**Analysis** -- portfolio breakdown by asset class, sector, geographic region, account, and tax type. Uses classification data from `metadata.srf` and account tax types from `accounts.srf`. Displays horizontal bar charts with sub-character precision using Unicode block elements.
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**Projections** -- Monte Carlo retirement projection with percentile bands. Press `d` to set an as-of date (back-date the projection to a historical snapshot), `o` to overlay realized actuals from snapshots / `imported_values.srf` on top of the bands, `v` to toggle the chart vs the text-only report, and `e` to toggle simulated lifecycle events (RMDs, lump-sum withdrawals). Esc clears an active as-of override.
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**History** -- portfolio value over time, sourced from snapshot files in `<portfolio-dir>/history/` plus optional `imported_values.srf`. Cycle the metric column with `m` (liquid / total / contributions / etc.) and the time-bucket resolution with `t` (week / month / quarter / year). Press `s` (or space) to mark a row for compare; mark a second row, then `c` to commit a side-by-side compare against the live portfolio. Esc cancels an in-flight compare.
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**Quote** -- current price, OHLCV, daily change, and a 60-day ASCII chart with recent history table.
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**Performance** -- trailing returns using two methodologies (as-of-date and month-end), matching Morningstar's "Trailing Returns" and "Performance" pages respectively. Shows price-only and total return (with dividend reinvestment) when Polygon data is available. Also shows risk metrics (volatility, Sharpe ratio, max drawdown).
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**Options** -- all expirations in a navigable list. Expand any expiration to see calls and puts inline. Calls and puts sections are independently collapsible. Near-the-money filter limits strikes shown (default +/- 8, adjustable with Ctrl+1-9). ITM strikes are marked with `|`. Monthly expirations display in normal color, weeklies are dimmed.
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**Earnings** -- historical and upcoming earnings events with EPS estimate/actual, surprise amount and percentage. Future events are dimmed. Tab is disabled for ETFs.
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**Analysis** -- portfolio breakdown by asset class, sector, geographic region, account, and tax type. Uses classification data from `metadata.srf` and account tax types from `accounts.srf`. Displays horizontal bar charts with sub-character precision using Unicode block elements.
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**History** -- portfolio value over time, sourced from snapshot files in `<portfolio-dir>/history/` plus optional `imported_values.srf`. Cycle the metric column with `m` (liquid / total / contributions / etc.) and the time-bucket resolution with `t` (week / month / quarter / year). Press `s` (or space) to mark a row for compare; mark a second row, then `c` to commit a side-by-side compare against the live portfolio. Esc cancels an in-flight compare.
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**Projections** -- Monte Carlo retirement projection with percentile bands. Press `d` to set an as-of date (back-date the projection to a historical snapshot), `o` to overlay realized actuals from snapshots / `imported_values.srf` on top of the bands, `v` to toggle the chart vs the text-only report, and `e` to toggle simulated lifecycle events (RMDs, lump-sum withdrawals). Esc clears an active as-of override.
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**Options** -- all expirations in a navigable list. Expand any expiration to see calls and puts inline. Calls and puts sections are independently collapsible. Near-the-money filter limits strikes shown (default +/- 8, adjustable with Ctrl+1-9). ITM strikes are marked with `|`. Monthly expirations display in normal color, weeklies are dimmed.
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### Keybindings
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44
TODO.md
44
TODO.md
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@ -212,50 +212,6 @@ against external broker exports, `doctor` is internal-state
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validation. But worth confirming the boundary before implementing
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to avoid duplicated checks.
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## TUI tab re-order — priority LOW
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Current tab order interleaves the two natural categories:
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```
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Portfolio Quote Performance Options Earnings Analysis History Projections
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P S S S S P P P
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```
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That's `P S S S S P P P` — the per-portfolio tabs (P) are split
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across the bar (slot 1, then slots 6-8). Reflects history of feature
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additions rather than current shape.
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### Suggested re-order to consider
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```
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Portfolio Analysis History Projections | Quote Performance Options Earnings
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```
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"Your money" tabs first (1-4), "research a symbol" tabs second
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(5-8). Categorical split is clean; the 4↔5 boundary is a natural
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divider in the tab bar.
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### Alternative orderings worth weighing
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- `Portfolio Analysis Projections History | Quote Performance Earnings Options`
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— within each category, ordered by frequency of use rather than
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by category cohesion.
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- Status quo with just Analysis moved up next to Portfolio (minimum
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churn).
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### Mechanics
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The `tab_modules` registry in `src/tui.zig` makes the actual reorder
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a one-edit change (reorder fields in the registry literal). Cost is
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in retraining muscle memory and updating the README's keybinding
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table + screenshots.
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### Doc drift to fix while we're there
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README still says "six tabs," actual count is eight (Portfolio,
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Quote, Performance, Options, Earnings, Analysis, History,
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Projections).
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## Split `audit.zig` into per-broker reconcilers — priority LOW
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`src/commands/audit.zig` is 3438 lines — the largest command file
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@ -19,13 +19,13 @@ const input_buffer = @import("tui/input_buffer.zig");
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/// from `pub const label` on the tab module).
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const tab_modules = .{
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.portfolio = @import("tui/portfolio_tab.zig"),
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.analysis = @import("tui/analysis_tab.zig"),
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.projections = @import("tui/projections_tab.zig"),
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.history = @import("tui/history_tab.zig"),
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.quote = @import("tui/quote_tab.zig"),
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.performance = @import("tui/performance_tab.zig"),
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.options = @import("tui/options_tab.zig"),
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.earnings = @import("tui/earnings_tab.zig"),
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.analysis = @import("tui/analysis_tab.zig"),
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.history = @import("tui/history_tab.zig"),
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.projections = @import("tui/projections_tab.zig"),
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.options = @import("tui/options_tab.zig"),
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};
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/// Comptime-generated table of single-character grapheme slices with static lifetime.
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