5e22e1dccc
extract brokerage discovery and export for downstream
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2026-08-04 12:22:59 -07:00
a3d235bd39
remove dead code
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2026-08-03 23:18:23 -07:00
1d2cf32806
migrate to fetchoptions
2026-08-03 23:09:45 -07:00
12e131fef8
add observation for missing dividend history
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2026-08-03 21:54:43 -07:00
0b0c18e267
split fetchoptions
2026-08-03 21:52:36 -07:00
ef97842807
load dividends with portfolio
2026-08-03 21:13:03 -07:00
d434395daa
report if cash only exists in the portfolio, not at broker (probably 0)
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2026-08-03 13:07:19 -07:00
d5fd8aa4b6
add portfolio loader export
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2026-08-02 12:19:47 -07:00
a107008b35
separate ratio suggestion calculation from display, export types for others to use
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2026-08-02 09:25:55 -07:00
940c745dd3
separate audit compute from audit display
2026-08-02 09:07:12 -07:00
4f1ca3d34d
add ability to handle opaque 401(k)s with new tax_mix fields
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2026-08-01 15:32:33 -07:00
8de28d73bc
agents.md update for kcov/pii/env vars
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2026-07-25 11:09:07 -07:00
143395e7ce
remove comment reference to REPORT.md
2026-07-25 11:08:24 -07:00
1bea4d621a
delete dead code
2026-07-25 11:07:08 -07:00
dcd5885fcc
document in-kind transfer implementation
2026-07-25 11:04:23 -07:00
0e1a4862db
add stale harvesting date checks to audit command
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2026-07-25 10:45:12 -07:00
e5726feffd
first class support for tax loss harvesting amounts
2026-07-25 10:16:28 -07:00
dd4d68280f
harden schwab csv parsing in manner similar to fidelity
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2026-07-22 10:03:02 -07:00
d59c2da58b
better brokerage detection for csvs
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2026-07-22 09:17:19 -07:00
1888dfda60
longer walkbacks
2026-07-22 09:11:17 -07:00
6e48954190
fidelity detection fix (part 1 - see below)
...
In early July fidelity changed the casing on the CSV headers. This broke
the file detection (Schwab/Fidelity) because zfin was doing a case
sensitive match on these headers. This quick fix addresses this problem,
and a wider fix to make detection less fragile will follow shortly.
2026-07-18 12:14:48 -07:00
4d185f9502
zlint 0.9.0 has builds for riscv64 now
2026-07-18 12:12:14 -07:00
f1cabdcf9a
add stock split guide with full rationale
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2026-07-06 14:25:56 -07:00
c08e89a025
update docs for split adjustment
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2026-07-06 14:09:18 -07:00
9aaa374f12
address uaf in portfolio command watchlist
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2026-07-06 13:12:10 -07:00
473a94976d
reverse sorting on quote tab to match history tab
2026-07-06 12:47:57 -07:00
550fa4fd88
add end to end hygiene test
2026-07-06 12:46:57 -07:00
48b422cba4
stock split handling
2026-07-06 12:29:50 -07:00
b28a59163d
remove remaining todo
2026-07-02 08:51:35 -07:00
bd6bc1d161
prefer ZFIN_HOME for .env, match portfolio loading paradigm
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2026-07-01 10:49:02 -07:00
2e9fed48ff
update docs/include dev docs on caching implementation
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2026-06-30 17:15:52 -07:00
d15e4d024a
write negative cache ONLY on permanent provider failure so transient errors retry
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2026-06-30 16:52:33 -07:00
9699bed480
short circuit getCandles if a negative cache exists
2026-06-30 16:44:15 -07:00
a15b9cf471
count a negative cache entry as cache - we will never see data from this provider
2026-06-30 16:38:48 -07:00
cc5030d70c
dynamic column widths for portfolios
2026-06-30 13:42:11 -07:00
9609271556
remove completed todo
2026-06-30 12:40:37 -07:00
44f940c882
pass fetch options through TUI
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2026-06-30 11:43:40 -07:00
3a1500bfbb
additional spacing based on crypto example
2026-06-30 11:42:49 -07:00
baf5e2a86f
update todo and docs
2026-06-30 08:32:56 -07:00
bb04d7babd
Tiingo as live provider message parsing - working end to end
2026-06-30 07:38:32 -07:00
fd5af31114
add test for arena dupe
2026-06-29 21:26:15 -07:00
0f09c6d31a
implement Tiingo IEX
2026-06-29 21:17:35 -07:00
a73966ad39
support Tiingo power tier rate limit
2026-06-29 20:53:42 -07:00
051ab35975
support live streaming on portfolio tab
2026-06-29 20:21:21 -07:00
eadba4696c
more graceful shutdown handling
2026-06-29 20:20:17 -07:00
279659188f
handle candle-less holding from overlay
2026-06-29 20:18:19 -07:00
123bd3eb46
computation of the overall portfolio summary in live mode
2026-06-29 19:35:41 -07:00
b2128bfcdd
live quote support (yahoo only) quote tab in tui
2026-06-29 19:29:24 -07:00
1bca0d596d
add price live streaming support (quote only/Yahoo only)
2026-06-29 15:57:33 -07:00
a978b2352e
add server api key support
2026-06-29 15:34:48 -07:00
