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858e9874b4
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rollup on audit if detailed data is on broker side but account marked as direct index
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2026-10-04 17:04:26 -07:00 |
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053ff03e6c
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direct indexing on import when brokerage side has positions
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2026-10-04 16:30:01 -07:00 |
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3e3b77ed54
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found wells fargo xls-based download, adjust import/reconcile to use it
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2026-10-04 10:52:52 -07:00 |
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cc60c1991f
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avoid counting dividends as contributions
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2026-09-30 10:28:51 -07:00 |
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c463d94ea5
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contributions: track matured CDs properly
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2026-09-29 07:20:24 -07:00 |
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c020f92449
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contributions: honest at-close label
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2026-09-29 06:54:12 -07:00 |
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1f7d2c596e
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contributions: handle partial sale of lots
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2026-09-29 06:50:58 -07:00 |
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8df6bd5c03
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contributions: expired or closed options do not count
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2026-09-29 06:48:30 -07:00 |
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cc13572d7c
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contributions: CD payouts fund purchases do not count
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2026-09-29 06:46:11 -07:00 |
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c0dca12623
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single definition of closed lot
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2026-09-24 15:28:25 -07:00 |
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60a42dd4ba
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allow optional open date/open price for cash and watch
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2026-09-24 08:52:36 -07:00 |
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b5f3e8bcc8
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keybinding semantic validation
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2026-09-24 08:43:39 -07:00 |
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ce65b3c2f8
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route projections file parse semantics through lint
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2026-09-24 07:14:30 -07:00 |
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40869cb3a4
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lint srf files in audit / doctor commands
This also provides ensurance through zig build test that all
fields are documented in markdown so they do not get out of sync
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2026-09-24 06:39:23 -07:00 |
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41dd290648
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update docs with clearer explanation of what is actually happening
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2026-09-20 13:12:03 -07:00 |
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cbb90f1b1a
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collapse smart earnings into the new framework
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2026-09-20 07:33:36 -07:00 |
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88deae226a
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update documentation on dividend smart refresh
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2026-09-20 07:19:40 -07:00 |
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83f30d0d5a
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reframe snapshot anchor and warn if something seems off
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2026-09-05 13:38:12 -07:00 |
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eae4299ad3
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fix wording on benchmarks
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2026-09-05 11:27:54 -07:00 |
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efb4d57c23
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normalize benchmark so cash does not artificially drag the return
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2026-08-31 08:17:24 -07:00 |
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770ceb8777
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teach compare to use the git commit that added the snapshot for comparison
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2026-08-31 08:14:02 -07:00 |
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0964da08d5
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comments and additional tests
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2026-08-28 11:41:53 -07:00 |
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df204a3eb2
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support external provider
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2026-08-28 11:02:18 -07:00 |
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47cfed7827
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update documentation for previous day/intraday gain/loss
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2026-08-27 13:16:53 -07:00 |
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08497a3270
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mixed-share treatment in compare
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2026-08-27 09:19:01 -07:00 |
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a14b1ba4bc
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fix/document non-default benchmark stock/bond
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2026-08-27 08:01:50 -07:00 |
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6ebd944f94
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additional snapshot documentation
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2026-08-21 12:38:13 -07:00 |
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0dbac7d416
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add diagnose/server reference pages
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2026-08-19 15:18:37 -07:00 |
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65fefdb566
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fix misleading refresh and total-return docs
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2026-08-19 15:11:20 -07:00 |
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ff11940a88
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correct caching docs for adjustment-basis restatement
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2026-08-19 14:59:42 -07:00 |
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c986df83c1
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contributions: support all portfolio files and in account sale/rebuy in same window
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2026-08-18 01:29:24 -07:00 |
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4f1ca3d34d
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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 |
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dcd5885fcc
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document in-kind transfer implementation
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2026-07-25 11:04:23 -07:00 |
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0e1a4862db
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add stale harvesting date checks to audit command
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2026-07-25 10:45:12 -07:00 |
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e5726feffd
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first class support for tax loss harvesting amounts
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2026-07-25 10:16:28 -07:00 |
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f1cabdcf9a
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add stock split guide with full rationale
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2026-07-06 14:25:56 -07:00 |
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c08e89a025
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update docs for split adjustment
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2026-07-06 14:09:18 -07:00 |
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bd6bc1d161
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prefer ZFIN_HOME for .env, match portfolio loading paradigm
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2026-07-01 10:49:02 -07:00 |
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2e9fed48ff
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update docs/include dev docs on caching implementation
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2026-06-30 17:15:52 -07:00 |
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baf5e2a86f
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update todo and docs
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2026-06-30 08:32:56 -07:00 |
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a978b2352e
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add server api key support
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2026-06-29 15:34:48 -07:00 |
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027f3b67ab
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add docs relating to comprehension of dividend-focused holdings vs other
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2026-06-29 08:33:40 -07:00 |
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4ed15c7cf4
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projection modeling enhancements based on youngest in a couple + documentation
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2026-06-28 14:29:30 -07:00 |
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e22e987121
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update docs for new audit behavior
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2026-06-28 13:27:56 -07:00 |
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f1f665758c
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implement per-account audit large lot threshold overrides
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2026-06-27 14:01:29 -07:00 |
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120c51bce4
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implementation of spending smile
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2026-06-26 14:54:59 -07:00 |
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1d89b68da4
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tui has 9 tabs
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2026-06-26 10:25:17 -07:00 |
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0e43e09f13
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document "R" will upgrade tui from quote->portfolio operations
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2026-06-26 10:25:16 -07:00 |
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8e0288d437
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add the period change to quote display on cli/tui
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2026-06-26 10:25:14 -07:00 |
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3e45393d93
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add --since flag to quote
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2026-06-26 10:25:13 -07:00 |
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