Commit graph

55 commits

Author SHA1 Message Date
41105989c7 title case for etf sectors, force upper case on symbol search 2026-03-06 15:11:04 -08:00
b5af45bf5a introduce deinit on Dividend 2026-03-06 14:59:14 -08:00
eba3965683 add tests to providers/consolidate common json utilities 2026-03-06 14:52:06 -08:00
a776edf57e move tax type to enum 2026-03-06 13:51:19 -08:00
46862519b6 ai: remove most manual type conversion in favor of srf 2026-03-06 10:59:33 -08:00
471c8639d8 utilize srf library from/to most concrete types 2026-03-04 17:10:01 -08:00
5207b0410b rate limiter refactor 2026-03-03 13:52:53 -08:00
cf42c9942f classification.zig to use srf parser 2026-03-03 13:41:34 -08:00
ecf3d71d97 update pnl -> gain_loss 2026-03-03 13:32:56 -08:00
1799473e7f config.zig refactorings 2026-03-03 13:14:07 -08:00
057f317de2 root.zig review 2026-03-03 12:58:14 -08:00
de17cc484e just use zfin.fmt 2026-03-03 12:29:20 -08:00
bef92ddfd9 title case sector in enrich command 2026-03-03 12:27:23 -08:00
089ffb13a8 return 1 on error 2026-03-03 12:10:39 -08:00
fed140b2bc ai: provide fetch progress info when tui starts 2026-03-03 12:00:41 -08:00
cbd17c8594 add MSFT to metadata 2026-03-03 11:59:31 -08:00
145b02c0bf add market value of lots to CLI/TUI display 2026-03-02 08:58:34 -08:00
7288d74d4f ai: restore progress in CLI/add to TUI 2026-03-02 08:42:30 -08:00
2a6d85cf25 ai: fix and centralize portfolio value calculation 2026-03-02 08:35:36 -08:00
8f8744d781 ai: skip fetch only if price:: set but no ticker:: alias 2026-03-01 13:09:06 -08:00
acfd1ac769 move isCusipLike to a more generic place 2026-03-01 12:45:26 -08:00
c14220d011 some readme cleanup 2026-03-01 12:11:40 -08:00
b5bbc9af92 add shift-tab keybind 2026-03-01 12:11:15 -08:00
390fd73497 ai: deduplicate cli/tli display functions 2026-03-01 11:57:29 -08:00
54c6af8d6d ai: add tests to tui 2026-03-01 11:22:37 -08:00
a85705aa10 ai: add tests to tui 2026-03-01 11:02:05 -08:00
a738ef46c4 restructure for single test binary/simplify Coverage module (drop to 30% thresh temp) 2026-03-01 09:04:56 -08:00
95eb69d43d ai: add tests to portfolio 2026-02-27 14:36:26 -08:00
e98f9388d0 ai: portfolio refactor 2026-02-27 14:20:33 -08:00
965763af99 special case for last close 2026-02-27 14:08:26 -08:00
64e30aa770 avoid mtime for cache decisions 2026-02-27 13:50:38 -08:00
b96b5de91f ai: store sentinal on failed fetch so we do not eat api limits 2026-02-27 13:40:29 -08:00
285e791b3e ai: refactor cli and add unit tests 2026-02-27 13:04:30 -08:00
4f2fa34d4b some cleaning and color matching 2026-02-27 12:03:10 -08:00
014f121d3c make sure cli/tui are handled by zig build test and augment coverage step for multiple modules 2026-02-27 10:41:22 -08:00
b2d5985f90 copy Coverage from wttr.in project 2026-02-27 09:47:33 -08:00
00ccdb306b update srf dependency and clean up build.zig 2026-02-27 09:42:21 -08:00
4c13a94829 add generated metadata for a few securities 2026-02-27 08:24:56 -08:00
5c1c55651c ai: enhance enrich command for incremental updates 2026-02-27 08:21:41 -08:00
333383647c ai: analysis tab, various fixes 2026-02-27 08:15:28 -08:00
7d48dcdd5f ai: portfolio analysis 2026-02-26 18:43:07 -08:00
a13ef81c17 add historical performance for current portfolio 2026-02-26 16:01:27 -08:00
8691c907ad ai: mouse clickable chart timeframes 2026-02-26 15:52:08 -08:00
35982375da ai: add illiquid assets 2026-02-26 15:51:55 -08:00
8682575ed9 ai: display labels from notes if provided on CUSIP securities 2026-02-26 15:32:59 -08:00
28b6f004a6 ai: portfolio sorting 2026-02-26 14:10:19 -08:00
96cf54f269 ai: show failing stocks, include on portfolio 2026-02-26 12:57:17 -08:00
c1daa2cb08 ai: cli caching and portfolio fetch 2026-02-26 10:16:10 -08:00
9beb32a329 ai: handle drip investments 2026-02-26 10:06:27 -08:00
5a4e12ca72 ai: options, cds, cash and bug fixes 2026-02-26 08:52:35 -08:00