Commit graph

90 commits

Author SHA1 Message Date
f1f665758c
implement per-account audit large lot threshold overrides 2026-06-27 14:01:29 -07:00
354a7e7799
remove unnecessary todo items 2026-06-27 12:38:11 -07:00
98f0f96bf5
chart export for return backtest and convergence projection charts 2026-06-27 10:20:50 -07:00
6827b70f85
draw vertical line on projections chart for projected retirement date 2026-06-27 10:20:49 -07:00
acf5f723f8
move braille charts to its own space 2026-06-27 10:20:48 -07:00
120c51bce4
implementation of spending smile 2026-06-26 14:54:59 -07:00
3aff2e61b4
update TODO with more comprehensive Tiingo description 2026-06-26 14:53:59 -07:00
3f48a5b38c
update docs for chart changes 2026-06-26 10:25:12 -07:00
5a2b29fdd4
show better timing on refresh 2026-06-26 10:11:49 -07:00
75252c5beb
remove market-aware ttl from todo - it is complete
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2026-06-25 14:51:34 -07:00
da9982d766
covered call adjustments per account 2026-06-25 14:48:35 -07:00
47462aaab5
allow for configured max accumulation years 2026-06-25 14:38:51 -07:00
7e9261f92f
add in-kind transfer capability 2026-06-25 13:49:29 -07:00
5ad353ed43
remove dead todo items 2026-06-25 11:15:35 -07:00
fd8748e55e
remove em-dash from TODO 2026-06-25 10:39:16 -07:00
1f2b6b32de
add configurable return cap 2026-06-25 10:37:53 -07:00
d619091831
full emdash (and other) scrub 2026-06-25 10:13:25 -07:00
068913db00
allow imported data to be used in cli projections commands 2026-06-24 16:22:24 -07:00
401bd4a140
resolve note field item in todo 2026-06-24 16:15:27 -07:00
be888069c0
split audit by broker 2026-06-24 16:06:23 -07:00
1fa9649bd6
use single quote to toggle last symbol in tui 2026-06-24 15:48:52 -07:00
a9b5b8fe19
projections: suppress output of percentage data when accumulation mode exists 2026-06-24 14:53:45 -07:00
de19e3e760
add ability to detect missing accounts during audit 2026-06-24 14:42:12 -07:00
545fda4c52
TODO cleanup 2026-06-24 11:08:11 -07:00
bd0483b26e
make command flag parsing more strict 2026-06-24 10:55:06 -07:00
609f3aacd2
resolve TODO surrounding cache ttl on supplementary providers 2026-06-24 10:45:55 -07:00
d078bc5a62
add fund expense ratio for projections/description of deltas vis-a-vis FireCALC
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2026-06-24 09:02:57 -07:00
74fc219afd
add docs/guides
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2026-06-22 14:53:53 -07:00
c832ecf1bf
add doctor command 2026-06-20 16:53:01 -07:00
ed2c0b8c5d
add zeit todo 2026-06-19 15:50:42 -07:00
9139c36e09
wire tiingo to rate limiter 2026-06-19 15:10:49 -07:00
6ecd16334e
introduce real yahoo-based live quote fetching (limited test - market closed during testing) 2026-06-19 15:01:18 -07:00
2268f1dfd0
tighten manual price hygiene / compare to penny on cash lots in audit 2026-06-19 09:44:48 -07:00
b3645a7bd1
convert service to async pattern 2026-06-11 16:22:26 -07:00
6fbbf48486
add new review command/tab 2026-06-05 13:16:25 -07:00
195933176f umbrella insurance in analysis command 2026-05-31 10:04:31 -07:00
85c9a48969 sector/geo inference for enrich command 2026-05-30 11:21:40 -07:00
4a5a3612e3 tweak tests 2026-05-23 11:25:39 -07:00
e6728e9507 import merge capabilities 2026-05-23 08:09:31 -07:00
8b470ccb22 initial implementation of import command 2026-05-21 15:18:23 -07:00
aa3ad5fe91 split audit by brokerage in prep for import command 2026-05-21 14:50:24 -07:00
614e789d18 update todos 2026-05-21 12:44:14 -07:00
7cc220657b add todo regarding cache ttl on old merge data 2026-05-21 08:41:52 -07:00
3e18610768 export chart as png 2026-05-19 14:18:53 -07:00
4d1587fb37 get appropriate zoom level when overlaying actuals on the projections chart 2026-05-19 13:58:57 -07:00
6c32e94ab4 use adjClose for charting 2026-05-19 13:43:52 -07:00
51a2721ef3 user visible error rather than crash on projections --vs <date> with imported data 2026-05-19 13:37:08 -07:00
9131cdb62e reorder tabs 2026-05-19 13:30:21 -07:00
ae9b014e94 update todo 2026-05-19 13:13:54 -07:00
3b02c97153 update todo 2026-05-18 17:16:41 -07:00