26a7112572
add diagnose command, properly handle demand tracked vs always refreshed symbols
2026-08-11 17:49:10 -07:00
97c4e3a2e8
add zfin cache refresh command to force re-download
2026-08-11 12:26:52 -07:00
a91e5b0495
allow doctor to see stale cache items
2026-08-11 11:02:21 -07:00
79326cf41b
add a zfin cache stale command to find out of date candle data
2026-08-11 09:49:39 -07:00
2da30b2474
cacheKeys function in cache.zig
2026-08-10 16:35:29 -07:00
cd053b9a78
watchlist, benchmark symbols, and portfolio symbols refreshed in all the places
2026-08-10 15:22:45 -07:00
3dd72c2e3e
match transfers if moved cash->cash and stock purchased in same period
2026-08-08 17:09:16 -07:00
5e22e1dccc
extract brokerage discovery and export for downstream
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2026-08-04 12:22:59 -07:00
a3d235bd39
remove dead code
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2026-08-03 23:18:23 -07:00
0b0c18e267
split fetchoptions
2026-08-03 21:52:36 -07:00
ef97842807
load dividends with portfolio
2026-08-03 21:13:03 -07:00
a107008b35
separate ratio suggestion calculation from display, export types for others to use
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2026-08-02 09:25:55 -07:00
940c745dd3
separate audit compute from audit display
2026-08-02 09:07:12 -07:00
4f1ca3d34d
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
143395e7ce
remove comment reference to REPORT.md
2026-07-25 11:08:24 -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
d59c2da58b
better brokerage detection for csvs
Generic zig build / build (push) Successful in 12m44s
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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
9aaa374f12
address uaf in portfolio command watchlist
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2026-07-06 13:12:10 -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
cc5030d70c
dynamic column widths for portfolios
2026-06-30 13:42:11 -07:00
3a1500bfbb
additional spacing based on crypto example
2026-06-30 11:42:49 -07:00
1bca0d596d
add price live streaming support (quote only/Yahoo only)
2026-06-29 15:57:33 -07:00
4ed15c7cf4
projection modeling enhancements based on youngest in a couple + documentation
2026-06-28 14:29:30 -07:00
00482da00f
make value discrepancies warnings if we can detect it is likely a problem
2026-06-28 13:21:56 -07:00
f1f665758c
implement per-account audit large lot threshold overrides
2026-06-27 14:01:29 -07:00
378c0d0e84
aggregate "missing accounts" check for flagless audit
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2026-06-27 12:23:54 -07:00
0882e6321f
contributions to consider shares purchased with cash in account
2026-06-27 11:40:58 -07:00
d59555bf92
global theme flag/theme resolution themes all the things
Generic zig build / build (push) Successful in 4m45s
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2026-06-27 10:20:59 -07:00
ef7f8c2bd1
apply theme to CLI
2026-06-27 10:20:58 -07:00
ec96b60eb4
add theming (chart graphics only)
2026-06-27 10:20:56 -07:00
f107002b93
provide chart for the projections --vs command
2026-06-27 10:20:52 -07:00
a70e61d873
projections CLI kitty-chart for return-backtest and convergence (if terminal supported)
2026-06-27 10:20:51 -07:00
42a16cbbd3
zoom overlay the same way it gets zoomed in the TUI (default zoom only)
2026-06-27 10:20:51 -07:00
98f0f96bf5
chart export for return backtest and convergence projection charts
2026-06-27 10:20:50 -07:00
6827b70f85
draw vertical line on projections chart for projected retirement date
2026-06-27 10:20:49 -07:00
acf5f723f8
move braille charts to its own space
2026-06-27 10:20:48 -07:00
8ca673c8e3
better quote name resolution
2026-06-27 09:49:32 -07:00
aa8dafa3ab
add prev close to cli/tui
2026-06-26 23:22:06 -07:00
120c51bce4
implementation of spending smile
2026-06-26 14:54:59 -07:00
8e0288d437
add the period change to quote display on cli/tui
2026-06-26 10:25:14 -07:00
3e45393d93
add --since flag to quote
2026-06-26 10:25:13 -07:00
3f48a5b38c
update docs for chart changes
2026-06-26 10:25:12 -07:00
25f074f622
add kitty chart for quote command
2026-06-26 10:25:12 -07:00
dd550a85d9
add ADDITIONAL kitty-based projections chart to the top of the projections command if terminal supports
2026-06-26 10:25:10 -07:00
692a28aed7
add placeInline for term_graphics, to be used for kitty charts
2026-06-26 10:25:09 -07:00
78076b5319
wire kitty chart into history cli command
2026-06-26 10:25:08 -07:00
