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18fc52383c
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clean up error output
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2026-08-19 16:32:06 -07:00 |
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5ae4065d9e
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better errors for malformed portfolio files
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2026-08-19 15:45:02 -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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f39133819f
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bump srf to avoid potential crash during parsing
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2026-08-19 15:08:45 -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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c15ea92b0d
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fix forward-announced ex-dates masking real restatement work
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2026-08-19 13:53:50 -07:00 |
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12eace86b2
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clean separation of user vs machine-edited srf files
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2026-08-19 13:52:48 -07:00 |
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5706eed3c1
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fix regression in contribution
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2026-08-18 01:38:57 -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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e3ce8f32a1
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build portfolio risk from a total-return index
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2026-08-17 20:01:06 -07:00 |
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337d346421
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fix stale provider doc comments
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2026-08-17 19:43:11 -07:00 |
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6674969001
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consolidate returns calculations
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2026-08-17 19:39:45 -07:00 |
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7163610b8e
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restate adj_close when a corporate action goes ex
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2026-08-17 18:26:36 -07:00 |
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c4680dbe45
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redact sensitive url data in logs
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2026-08-17 16:55:24 -07:00 |
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6c75ebf1ec
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stop convergence to Yahoo for equity coverage
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2026-08-17 16:48:39 -07:00 |
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44e8c65df4
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remove dead code
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2026-08-13 16:32:31 -07:00 |
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a9b923f766
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add server refresh command
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2026-08-13 16:15:22 -07:00 |
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914dfca356
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surface server diagnostics as well
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2026-08-12 18:53:59 -07:00 |
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4a86ecb95e
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re-export freshness for downstream
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2026-08-12 17:21:08 -07:00 |
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26a7112572
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add diagnose command, properly handle demand tracked vs always refreshed symbols
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2026-08-11 17:49:10 -07:00 |
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97c4e3a2e8
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add zfin cache refresh command to force re-download
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2026-08-11 12:26:52 -07:00 |
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937822f9b0
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ensure that new candles do not end up with an assumption of successful refresh
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2026-08-11 11:59:22 -07:00 |
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a91e5b0495
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allow doctor to see stale cache items
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2026-08-11 11:02:21 -07:00 |
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418068a3d1
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cleanup timing commit
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2026-08-11 09:59:51 -07:00 |
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79326cf41b
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add a zfin cache stale command to find out of date candle data
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2026-08-11 09:49:39 -07:00 |
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2da30b2474
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cacheKeys function in cache.zig
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2026-08-10 16:35:29 -07:00 |
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cd053b9a78
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watchlist, benchmark symbols, and portfolio symbols refreshed in all the places
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2026-08-10 15:22:45 -07:00 |
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3dd72c2e3e
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match transfers if moved cash->cash and stock purchased in same period
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2026-08-08 17:09:16 -07:00 |
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87a0447b59
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reduce need for split data, add load timing data for further research
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2026-08-07 09:54:06 -07:00 |
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5e22e1dccc
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extract brokerage discovery and export for downstream
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2026-08-04 12:22:59 -07:00 |
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a3d235bd39
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remove dead code
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2026-08-03 23:18:23 -07:00 |
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1d2cf32806
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migrate to fetchoptions
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2026-08-03 23:09:45 -07:00 |
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12e131fef8
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add observation for missing dividend history
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2026-08-03 21:54:43 -07:00 |
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0b0c18e267
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split fetchoptions
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2026-08-03 21:52:36 -07:00 |
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ef97842807
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load dividends with portfolio
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2026-08-03 21:13:03 -07:00 |
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d434395daa
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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 |
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d5fd8aa4b6
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add portfolio loader export
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2026-08-02 12:19:47 -07:00 |
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a107008b35
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separate ratio suggestion calculation from display, export types for others to use
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2026-08-02 09:25:55 -07:00 |
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940c745dd3
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separate audit compute from audit display
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2026-08-02 09:07:12 -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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8de28d73bc
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agents.md update for kcov/pii/env vars
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2026-07-25 11:09:07 -07:00 |
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143395e7ce
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remove comment reference to REPORT.md
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2026-07-25 11:08:24 -07:00 |
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1bea4d621a
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delete dead code
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2026-07-25 11:07:08 -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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dd4d68280f
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harden schwab csv parsing in manner similar to fidelity
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2026-07-22 10:03:02 -07:00 |
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d59c2da58b
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better brokerage detection for csvs
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2026-07-22 09:17:19 -07:00 |
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1888dfda60
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longer walkbacks
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2026-07-22 09:11:17 -07:00 |
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