Commit graph

164 commits

Author SHA1 Message Date
38ce7e288d introduce ZFIN_HOME 2026-04-17 12:19:19 -07:00
8604747cfd add zig 0.16.0 to todo 2026-04-14 16:43:08 -07:00
f71bb93479 add AGENTS.md/add scripts to gitignore 2026-04-11 10:35:50 -07:00
c3a8f971cc update TODO.md 2026-04-11 10:27:50 -07:00
cbba12a9d6 add unit tests for account valuation 2026-04-11 10:22:03 -07:00
03fd64958b centralize portfolio value 2026-04-11 10:17:29 -07:00
59760a1da8 centralize accounts.srf loading 2026-04-11 09:51:25 -07:00
a9e14f7eb5 better heuristics on cash-like thingies 2026-04-10 09:50:22 -07:00
d4b40cbe5c better account filter for interactive mode 2026-04-10 09:39:26 -07:00
dc5d81ac80 make ux more useful 2026-04-10 08:38:51 -07:00
26fd846c8e add schwab summary and account level audit 2026-04-10 08:02:57 -07:00
922b3d604e reuse common account filtering in portfolio 2026-04-09 17:41:25 -07:00
401ecfe68d add todo 2026-04-09 17:33:55 -07:00
376000731b file path seperators 2026-04-09 17:33:41 -07:00
a1aec7be6a add audit command (fidelity only for now) 2026-04-09 17:33:02 -07:00
770a49d6a6 add international etfs to metadata 2026-04-09 17:04:00 -07:00
787acf05ec autodetect watchlist in cwd 2026-03-31 17:14:39 -07:00
2b1880fa46 fix watchlist loading 2026-03-31 17:11:03 -07:00
4e0270c884 create a view model for options and cds that is reused between cli/tui 2026-03-31 17:02:32 -07:00
3ea39d3c31 options and cd display cleanup (TUI) 2026-03-31 15:47:36 -07:00
db6a101e32 allow for filtering by account (substantial change to calculations - seems ok) 2026-03-31 11:03:37 -07:00
5b8c163291 merge adj_close and div reinvestment strategies to compensate for data inconsistency 2026-03-29 10:53:24 -07:00
9c27eb8f25 dedup the cli/tui 2026-03-25 05:13:17 -07:00
7c6c0ce59b more measured fallback and logging 2026-03-24 18:57:22 -07:00
167c960685 disable twelvedata candles due to inconsistent dividend handling 2026-03-24 18:17:19 -07:00
248e98d683 morningstar apparently snaps backward 2026-03-24 05:23:35 -07:00
239fd61ac8 use adj_close returns in most cases (accounting for splits and dividends 2026-03-24 05:14:30 -07:00
9353ebc347 synthesize money market data if candles do not cover dividend data 2026-03-21 13:24:14 -07:00
64621429f9 cache command updates 2026-03-21 08:45:27 -07:00
92ce2f449d fixes for interactive symbol mode 2026-03-20 14:18:39 -07:00
c6d37f2c34 remove anytype 2026-03-20 10:58:44 -07:00
8576293898 logging and tests 2026-03-20 10:39:38 -07:00
678c70467a rework the data load 2026-03-20 09:48:03 -07:00
5758f943c6 clean up chart.zig 2026-03-20 09:36:23 -07:00
f02093928c cache chart and use sliding windows on bollinger bands 2026-03-20 09:23:41 -07:00
6181305aa8 clean up history/enrich 2026-03-20 09:07:47 -07:00
951892e979 update todo 2026-03-20 08:58:48 -07:00
70b88c0cc2 clean up options 2026-03-20 08:58:30 -07:00
f227cfc655 clean up quote 2026-03-20 08:51:49 -07:00
85828fc851 clean up analysis 2026-03-20 08:40:04 -07:00
9610d773b0 remove stupid one-liners that are not called/rename self in tabs 2026-03-20 08:29:45 -07:00
ae76036090 move loads into tabs 2026-03-20 08:18:21 -07:00
2aaa3e91af clean up earnings 2026-03-20 08:12:53 -07:00
e4f394e73d full screen repaint when switching tabs 2026-03-19 14:43:27 -07:00
5f57a63ebc clean up perf 2026-03-19 14:32:03 -07:00
0099edcb10 portfolio cli/tui cleanup 2026-03-19 14:25:13 -07:00
5756934d6e consolidate shared portfolio summary calculations 2026-03-19 13:28:18 -07:00
04358e5561 consolidate drip summary 2026-03-19 13:04:20 -07:00
a9af5f1fa4 consolidate watchlist loading/use srf 2026-03-19 13:00:57 -07:00
ccdbfdeac2 remove old comment/reuse symbols 2026-03-19 12:50:51 -07:00