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b241feeaf0
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incorporate life events (e.g. social security) into projections
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2026-04-30 10:10:44 -07:00 |
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33d5d7cbb4
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initial commit projections TUI tab
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2026-04-28 10:30:13 -07:00 |
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a8d78ee3c6
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add CLI command for projections
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2026-04-27 17:36:37 -07:00 |
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e6bd38d4c3
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fixes for analysis processing
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2026-04-27 16:49:27 -07:00 |
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8c9579d4e5
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master audit command to do all the things
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2026-04-25 14:58:37 -07:00 |
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23ead4c65f
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just defer
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2026-04-25 13:13:16 -07:00 |
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94494c60ee
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ai: merge multiple positions with price_ratio fields
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2026-04-25 11:15:41 -07:00 |
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9af99ef8c8
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history view refactor
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2026-04-23 16:02:34 -07:00 |
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bc7605d0c6
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filter non-stock totals by open-as-of
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2026-04-23 07:24:49 -07:00 |
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fc0b2d9334
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centralize calculation of effective price and market value
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2026-04-23 05:45:39 -07:00 |
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efb05801cb
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fix portfolio account totals/honor as_of date
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2026-04-23 02:43:04 -07:00 |
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f99b9b041c
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use candles for pricing/implement --as-of parameter
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2026-04-22 22:04:45 -07:00 |
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ee979eb794
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initial commit for new portfolio history (UI will change)
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2026-04-22 12:40:54 -07:00 |
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eb97480820
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add valuation netWorth
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2026-04-21 13:07:24 -07:00 |
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323af8a351
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clean up performance.zig
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2026-04-21 12:34:10 -07:00 |
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a1aec7be6a
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add audit command (fidelity only for now)
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2026-04-09 17:33:02 -07:00 |
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5b8c163291
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merge adj_close and div reinvestment strategies to compensate for data inconsistency
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2026-03-29 10:53:24 -07:00 |
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167c960685
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disable twelvedata candles due to inconsistent dividend handling
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2026-03-24 18:17:19 -07:00 |
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248e98d683
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morningstar apparently snaps backward
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2026-03-24 05:23:35 -07:00 |
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239fd61ac8
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use adj_close returns in most cases (accounting for splits and dividends
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2026-03-24 05:14:30 -07:00 |
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9353ebc347
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synthesize money market data if candles do not cover dividend data
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2026-03-21 13:24:14 -07:00 |
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f02093928c
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cache chart and use sliding windows on bollinger bands
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2026-03-20 09:23:41 -07:00 |
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5acce9d0bf
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refactor risk module/better sharpe ratios/adjust valuation for covered calls
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2026-03-17 09:45:30 -07:00 |
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b50091bd82
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centralize annualized return calc
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2026-03-12 09:58:00 -07:00 |
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71ec785e49
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make price ratio non-null
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2026-03-11 15:34:47 -07:00 |
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31d18e28bd
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allow setting price ratio
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2026-03-11 15:09:56 -07:00 |
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b4024ea03d
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adjust 1 year return threshold to allow for landing the snap on weekends/holidays
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2026-03-11 12:00:03 -07:00 |
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868fcd98d3
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move isCusipLike / deal with default risk rate
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2026-03-10 15:53:51 -07:00 |
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20c91deb3d
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store.zig refactored and reviewed
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2026-03-09 16:58:12 -07:00 |
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d4a5818f68
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move to srf iterator/bail early when possible
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2026-03-09 09:56:42 -07:00 |
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a776edf57e
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move tax type to enum
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2026-03-06 13:51:19 -08:00 |
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471c8639d8
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utilize srf library from/to most concrete types
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2026-03-04 17:10:01 -08:00 |
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ecf3d71d97
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update pnl -> gain_loss
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2026-03-03 13:32:56 -08:00 |
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8f8744d781
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ai: skip fetch only if price:: set but no ticker:: alias
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2026-03-01 13:09:06 -08:00 |
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acfd1ac769
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move isCusipLike to a more generic place
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2026-03-01 12:45:26 -08:00 |
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390fd73497
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ai: deduplicate cli/tli display functions
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2026-03-01 11:57:29 -08:00 |
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54c6af8d6d
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ai: add tests to tui
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2026-03-01 11:22:37 -08:00 |
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333383647c
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ai: analysis tab, various fixes
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2026-02-27 08:15:28 -08:00 |
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a13ef81c17
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add historical performance for current portfolio
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2026-02-26 16:01:27 -08:00 |
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8682575ed9
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ai: display labels from notes if provided on CUSIP securities
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2026-02-26 15:32:59 -08:00 |
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28b6f004a6
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ai: portfolio sorting
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2026-02-26 14:10:19 -08:00 |
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96cf54f269
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ai: show failing stocks, include on portfolio
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2026-02-26 12:57:17 -08:00 |
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1222692bb0
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ai: bring cli and tui to near parity
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2026-02-26 07:40:51 -08:00 |
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47a8f4b600
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ai generated, functional, no code review yet
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2026-02-25 14:10:27 -08:00 |
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