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57d3b03623
|
unnoisy the tests
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2026-05-08 12:30:48 -07:00 |
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000f3febef
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transaction documentation
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2026-05-07 14:50:08 -07:00 |
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d4c944f1bb
|
surface suspected account cash transfers through audit command
|
2026-05-07 14:32:36 -07:00 |
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78c9afc2d8
|
initial transfer capability on contributions
|
2026-05-07 10:43:59 -07:00 |
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3f0a40cea7
|
allow explicit pinning of snapshots and commits
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2026-05-05 13:06:30 -07:00 |
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ea1a88442a
|
output ratio suggestions to reconcile Schwab direct indexing accounts
|
2026-05-04 15:14:37 -07:00 |
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d472402680
|
add projections comparison to compare and projections commands
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2026-05-02 11:29:55 -07:00 |
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ac62b5bd1e
|
rename "Conservative estimate" to "Projected return"
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2026-05-02 11:16:32 -07:00 |
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12cc8fb9e7
|
clear up the attributions output
|
2026-05-02 11:10:39 -07:00 |
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17225326de
|
clean up contributions command
|
2026-05-02 11:02:06 -07:00 |
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8b6e10ea10
|
use new common cli helpers throughout
|
2026-05-01 16:22:19 -07:00 |
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f7c6224a1b
|
periodic review: projections --as-of, contributions --since, comparison and tui projections date picker
|
2026-05-01 15:59:17 -07:00 |
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0bf44581e1
|
tui implementation of compare mode
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2026-05-01 10:27:25 -07:00 |
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b3542771b7
|
add new compare command (CLI only for now)
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2026-05-01 08:52:43 -07:00 |
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add0222ebc
|
remove when column
it was marginal benefit before, and now fmp does not
even have the data, so not worth showing
|
2026-04-30 15:26:38 -07:00 |
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a64308ee87
|
sort reverse chronological - now we have a lot more data
|
2026-04-30 15:23:45 -07:00 |
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494177ca24
|
replace finnhub with fmp - finnhub data not correct
|
2026-04-30 15:22:52 -07:00 |
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b241feeaf0
|
incorporate life events (e.g. social security) into projections
|
2026-04-30 10:10:44 -07:00 |
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54efdc3e7c
|
add total value to equity/fixed income display
|
2026-04-28 12:30:16 -07:00 |
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ac9f5a78d3
|
fixed income vs equity on analysis
|
2026-04-28 10:48:59 -07:00 |
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33d5d7cbb4
|
initial commit projections TUI tab
|
2026-04-28 10:30:13 -07:00 |
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acdda0313d
|
centralize portfolio load
|
2026-04-27 19:53:42 -07:00 |
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5fb1cfe53c
|
style projections based on need to rebalance portfolio
|
2026-04-27 17:56:42 -07:00 |
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a8d78ee3c6
|
add CLI command for projections
|
2026-04-27 17:36:37 -07:00 |
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8c9579d4e5
|
master audit command to do all the things
|
2026-04-25 14:58:37 -07:00 |
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94494c60ee
|
ai: merge multiple positions with price_ratio fields
|
2026-04-25 11:15:41 -07:00 |
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1f8e10c0f3
|
add fidelity option matching and a summary including price ratio updates
|
2026-04-25 10:22:14 -07:00 |
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a9321c343c
|
ignore option mark to market in schwab
|
2026-04-25 09:07:13 -07:00 |
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648a173fb1
|
print out server sync only once progress is made
|
2026-04-25 07:17:30 -07:00 |
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8b010eb592
|
dedupe/centralize and add history view
|
2026-04-23 23:06:02 -07:00 |
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9af99ef8c8
|
history view refactor
|
2026-04-23 16:02:34 -07:00 |
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bc7605d0c6
|
filter non-stock totals by open-as-of
|
2026-04-23 07:24:49 -07:00 |
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6ec6bd634b
|
skip price_ratio on avg_cost fallback
|
2026-04-23 06:55:27 -07:00 |
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f5432c83b8
|
add full snapshot processing test
|
2026-04-23 06:21:32 -07:00 |
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fc0b2d9334
|
centralize calculation of effective price and market value
|
2026-04-23 05:45:39 -07:00 |
|
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|
efb05801cb
|
fix portfolio account totals/honor as_of date
|
2026-04-23 02:43:04 -07:00 |
|
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|
9acf3115db
|
dedup the snapshot loading function
|
2026-04-23 01:25:00 -07:00 |
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d473179815
|
allow determining portfolio positions for a specific date
|
2026-04-23 00:36:22 -07:00 |
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f99b9b041c
|
use candles for pricing/implement --as-of parameter
|
2026-04-22 22:04:45 -07:00 |
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67f2d4d7d0
|
flip columns
|
2026-04-22 15:34:43 -07:00 |
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ee979eb794
|
initial commit for new portfolio history (UI will change)
|
2026-04-22 12:40:54 -07:00 |
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05d2fce9a5
|
move snapshot types into a new model for reuse
|
2026-04-22 03:54:33 -07:00 |
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75570419c5
|
enable early skip check when cache is fresh
|
2026-04-22 01:15:00 -07:00 |
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edd9fc0c74
|
add snapshot command
|
2026-04-21 21:24:54 -07:00 |
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8c3435cd96
|
net worth calc
|
2026-04-21 13:32:42 -07:00 |
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281a49cdde
|
move git out of contributions
|
2026-04-21 13:13:49 -07:00 |
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4b1989c91a
|
clean up audit: centralize money market detection and load portfolio prices
|
2026-04-21 12:43:07 -07:00 |
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f610b81474
|
add version command
|
2026-04-21 11:53:00 -07:00 |
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|
04ea95f21f
|
add contributions command
|
2026-04-20 05:17:41 -07:00 |
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38ce7e288d
|
introduce ZFIN_HOME
|
2026-04-17 12:19:19 -07:00 |
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