1bea4d621a
delete dead code
2026-07-25 11:07:08 -07:00
dcd5885fcc
document in-kind transfer implementation
2026-07-25 11:04:23 -07:00
0e1a4862db
add stale harvesting date checks to audit command
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2026-07-25 10:45:12 -07:00
e5726feffd
first class support for tax loss harvesting amounts
2026-07-25 10:16:28 -07:00
dd4d68280f
harden schwab csv parsing in manner similar to fidelity
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2026-07-22 10:03:02 -07:00
d59c2da58b
better brokerage detection for csvs
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2026-07-22 09:17:19 -07:00
1888dfda60
longer walkbacks
2026-07-22 09:11:17 -07:00
6e48954190
fidelity detection fix (part 1 - see below)
...
In early July fidelity changed the casing on the CSV headers. This broke
the file detection (Schwab/Fidelity) because zfin was doing a case
sensitive match on these headers. This quick fix addresses this problem,
and a wider fix to make detection less fragile will follow shortly.
2026-07-18 12:14:48 -07:00
4d185f9502
zlint 0.9.0 has builds for riscv64 now
2026-07-18 12:12:14 -07:00
f1cabdcf9a
add stock split guide with full rationale
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2026-07-06 14:25:56 -07:00
c08e89a025
update docs for split adjustment
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2026-07-06 14:09:18 -07:00
9aaa374f12
address uaf in portfolio command watchlist
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2026-07-06 13:12:10 -07:00
473a94976d
reverse sorting on quote tab to match history tab
2026-07-06 12:47:57 -07:00
550fa4fd88
add end to end hygiene test
2026-07-06 12:46:57 -07:00
48b422cba4
stock split handling
2026-07-06 12:29:50 -07:00
b28a59163d
remove remaining todo
2026-07-02 08:51:35 -07:00
bd6bc1d161
prefer ZFIN_HOME for .env, match portfolio loading paradigm
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2026-07-01 10:49:02 -07:00
2e9fed48ff
update docs/include dev docs on caching implementation
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2026-06-30 17:15:52 -07:00
d15e4d024a
write negative cache ONLY on permanent provider failure so transient errors retry
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2026-06-30 16:52:33 -07:00
9699bed480
short circuit getCandles if a negative cache exists
2026-06-30 16:44:15 -07:00
a15b9cf471
count a negative cache entry as cache - we will never see data from this provider
2026-06-30 16:38:48 -07:00
cc5030d70c
dynamic column widths for portfolios
2026-06-30 13:42:11 -07:00
9609271556
remove completed todo
2026-06-30 12:40:37 -07:00
44f940c882
pass fetch options through TUI
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2026-06-30 11:43:40 -07:00
3a1500bfbb
additional spacing based on crypto example
2026-06-30 11:42:49 -07:00
baf5e2a86f
update todo and docs
2026-06-30 08:32:56 -07:00
bb04d7babd
Tiingo as live provider message parsing - working end to end
2026-06-30 07:38:32 -07:00
fd5af31114
add test for arena dupe
2026-06-29 21:26:15 -07:00
0f09c6d31a
implement Tiingo IEX
2026-06-29 21:17:35 -07:00
a73966ad39
support Tiingo power tier rate limit
2026-06-29 20:53:42 -07:00
051ab35975
support live streaming on portfolio tab
2026-06-29 20:21:21 -07:00
eadba4696c
more graceful shutdown handling
2026-06-29 20:20:17 -07:00
279659188f
handle candle-less holding from overlay
2026-06-29 20:18:19 -07:00
123bd3eb46
computation of the overall portfolio summary in live mode
2026-06-29 19:35:41 -07:00
b2128bfcdd
live quote support (yahoo only) quote tab in tui
2026-06-29 19:29:24 -07:00
1bca0d596d
add price live streaming support (quote only/Yahoo only)
2026-06-29 15:57:33 -07:00
a978b2352e
add server api key support
2026-06-29 15:34:48 -07:00
027f3b67ab
add docs relating to comprehension of dividend-focused holdings vs other
2026-06-29 08:33:40 -07:00
0202652d09
remove last projections item from todo - would require years of git history
2026-06-28 17:07:58 -07:00
4ed15c7cf4
projection modeling enhancements based on youngest in a couple + documentation
2026-06-28 14:29:30 -07:00
e22e987121
update docs for new audit behavior
2026-06-28 13:27:56 -07:00
00482da00f
make value discrepancies warnings if we can detect it is likely a problem
2026-06-28 13:21:56 -07:00
020fb2db77
suppress output on tests
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2026-06-28 08:09:18 -07:00
821c084f70
update ack hint
2026-06-28 08:06:10 -07:00
9f47d46d9a
vaxis has its own handling of this - use that
2026-06-28 07:56:24 -07:00
8b85dcb9ea
handle upper case in input buffers
2026-06-28 07:27:34 -07:00
8986537d93
fix visuals on review tab
2026-06-28 07:20:19 -07:00
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
378c0d0e84
aggregate "missing accounts" check for flagless audit
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2026-06-27 12:23:54 -07:00
