Commit graph

8 commits

Author SHA1 Message Date
cc60c1991f
avoid counting dividends as contributions 2026-09-30 10:28:51 -07:00
c463d94ea5
contributions: track matured CDs properly
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2026-09-29 07:20:24 -07:00
c020f92449
contributions: honest at-close label 2026-09-29 06:54:12 -07:00
1f7d2c596e
contributions: handle partial sale of lots 2026-09-29 06:50:58 -07:00
8df6bd5c03
contributions: expired or closed options do not count 2026-09-29 06:48:30 -07:00
cc13572d7c
contributions: CD payouts fund purchases do not count 2026-09-29 06:46:11 -07:00
c986df83c1
contributions: support all portfolio files and in account sale/rebuy in same window 2026-08-18 01:29:24 -07:00
74fc219afd
add docs/guides
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2026-06-22 14:53:53 -07:00