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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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b3239eefda
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make sure large new lots section remains without open_date
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2026-09-24 08:54:47 -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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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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1c1c6716ee
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contributions dates trigger on snapshots for both before and after side
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2026-09-05 13:59:00 -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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23fd4e3b63
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alignment fixes in contributions
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2026-09-05 11:43:30 -07:00 |
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cee557d55a
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more detail in contributions
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2026-09-05 11:32:16 -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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6bd063d51f
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correctly color history when open == close (mutual funds)
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2026-09-01 15:15:08 -07:00 |
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a621f2932b
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introduce concept of uncounted flows to surface specific situations
Generic zig build / build (push) Failing after 49s
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2026-08-31 08:19:48 -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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34d37e32a8
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remove extra pre-multiply on manual snapshot price data
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2026-08-27 15:43:36 -07:00 |
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2f87927bcb
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show daily change, including intraday in tui
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2026-08-27 13:08:03 -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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ad55d59f5c
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fix option valuation in analysis
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2026-08-27 08:14:18 -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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6dea255377
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fix bug with synthetic securities (with ratio) gain/loss miscalculation in rollups
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2026-08-26 21:07:07 -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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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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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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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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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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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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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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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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0b0c18e267
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split fetchoptions
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2026-08-03 21:52:36 -07:00 |
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