Commit graph

68 commits

Author SHA1 Message Date
b4024ea03d adjust 1 year return threshold to allow for landing the snap on weekends/holidays 2026-03-11 12:00:03 -07:00
868fcd98d3 move isCusipLike / deal with default risk rate 2026-03-10 15:53:51 -07:00
20c91deb3d store.zig refactored and reviewed 2026-03-09 16:58:12 -07:00
d4a5818f68 move to srf iterator/bail early when possible 2026-03-09 09:56:42 -07:00
a776edf57e move tax type to enum 2026-03-06 13:51:19 -08:00
471c8639d8 utilize srf library from/to most concrete types 2026-03-04 17:10:01 -08:00
ecf3d71d97 update pnl -> gain_loss 2026-03-03 13:32:56 -08:00
8f8744d781 ai: skip fetch only if price:: set but no ticker:: alias 2026-03-01 13:09:06 -08:00
acfd1ac769 move isCusipLike to a more generic place 2026-03-01 12:45:26 -08:00
390fd73497 ai: deduplicate cli/tli display functions 2026-03-01 11:57:29 -08:00
54c6af8d6d ai: add tests to tui 2026-03-01 11:22:37 -08:00
333383647c ai: analysis tab, various fixes 2026-02-27 08:15:28 -08:00
a13ef81c17 add historical performance for current portfolio 2026-02-26 16:01:27 -08:00
8682575ed9 ai: display labels from notes if provided on CUSIP securities 2026-02-26 15:32:59 -08:00
28b6f004a6 ai: portfolio sorting 2026-02-26 14:10:19 -08:00
96cf54f269 ai: show failing stocks, include on portfolio 2026-02-26 12:57:17 -08:00
1222692bb0 ai: bring cli and tui to near parity 2026-02-26 07:40:51 -08:00
47a8f4b600 ai generated, functional, no code review yet 2026-02-25 14:10:27 -08:00