Commit graph

245 commits

Author SHA1 Message Date
42b8ff1b38
more robuster error capturing - looks like torn srf is in http transit 2026-05-08 11:50:50 -07:00
f605e1f764
add age-based horizon to projections 2026-05-08 11:40:33 -07:00
a26470f46a
transaction documentation 2026-05-07 14:50:08 -07:00
88de7a9882
surface suspected account cash transfers through audit command 2026-05-07 14:32:36 -07:00
7729ac8d7e
initial transfer capability on contributions 2026-05-07 10:43:59 -07:00
cab4c291ad
begin transfer log 2026-05-06 22:10:13 -07:00
10f54c24ad
allow explicit pinning of snapshots and commits 2026-05-05 13:06:30 -07:00
8a09d904e2
output ratio suggestions to reconcile Schwab direct indexing accounts 2026-05-04 15:14:37 -07:00
f007a1d350
update TODOs 2026-05-02 11:33:48 -07:00
1839bce49b
add projections comparison to compare and projections commands 2026-05-02 11:29:55 -07:00
6e0861c5dd
rename "Conservative estimate" to "Projected return" 2026-05-02 11:16:32 -07:00
f28d98f708
clear up the attributions output 2026-05-02 11:10:39 -07:00
67351bc936
fix segfault on audit 2026-05-02 11:07:17 -07:00
fef126471f
clean up contributions command 2026-05-02 11:02:06 -07:00
7a05d53dc9
address symptom of Torn SRF files while we track this down 2026-05-02 10:07:59 -07:00
94311f6ff7
use new common cli helpers throughout
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2026-05-01 16:22:19 -07:00
d15939a9ad
periodic review: projections --as-of, contributions --since, comparison and tui projections date picker 2026-05-01 15:59:17 -07:00
0aabdfb4f1
tui implementation of compare mode 2026-05-01 10:27:25 -07:00
90ed1dabd3
use atomic file writes for data pulling from server 2026-05-01 08:53:14 -07:00
6a2cc8e775
add new compare command (CLI only for now) 2026-05-01 08:52:43 -07:00
0d3dfc6a55
handle write failed due to piping through commands like head
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2026-04-30 15:27:08 -07:00
f436ca5a86
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
9bb0d8036b
sort reverse chronological - now we have a lot more data 2026-04-30 15:23:45 -07:00
0c08cdda6c
replace finnhub with fmp - finnhub data not correct 2026-04-30 15:22:52 -07:00
25d763e306
update todo list 2026-04-30 10:14:40 -07:00
8387692de1
incorporate life events (e.g. social security) into projections 2026-04-30 10:10:44 -07:00
c58edb4f1c
hide projections when not in portfolio mode 2026-04-28 15:54:21 -07:00
7014c326d1
add total value to equity/fixed income display
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2026-04-28 12:30:16 -07:00
6ea0a58949
add graph and set up scrolling 2026-04-28 11:46:17 -07:00
bbdc46702f
fixed income vs equity on analysis 2026-04-28 10:48:59 -07:00
6428537bb7
show on target until we get to 5%. error at 10% 2026-04-28 10:37:02 -07:00
c0b980146c
initial commit projections TUI tab 2026-04-28 10:30:13 -07:00
6991e31bdd
move generation to a build step - comptime just too slow 2026-04-27 21:29:03 -07:00
a129d5a372
more shiller optimizations 2026-04-27 20:10:16 -07:00
68392efec4
centralize portfolio load 2026-04-27 19:53:42 -07:00
fe0e10eaca
first pass optimization of shiller data 2026-04-27 19:45:15 -07:00
4f75c2e006
style projections based on need to rebalance portfolio 2026-04-27 17:56:42 -07:00
6debed0d69
add CLI command for projections 2026-04-27 17:36:37 -07:00
dda49efe27
add shiller comptime parsed variable for use by rest of app 2026-04-27 17:01:21 -07:00
43bd0e61e7
add ie_data from shillerdata.com (data tab saved to csv) 2026-04-27 17:00:35 -07:00
d6b45b0318
fixes for analysis processing 2026-04-27 16:49:27 -07:00
a2271e3582
master audit command to do all the things
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2026-04-25 14:58:37 -07:00
4df334896c
just defer 2026-04-25 13:13:16 -07:00
77cc69efe0
ai: merge multiple positions with price_ratio fields
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2026-04-25 11:15:41 -07:00
ee98a2c4ed
add fidelity option matching and a summary including price ratio updates 2026-04-25 10:22:14 -07:00
fb1178b5ca
ignore option mark to market in schwab 2026-04-25 09:07:13 -07:00
74fa8d91fa
print out server sync only once progress is made
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2026-04-25 07:17:30 -07:00
f99ec545ad
move to thread safe allocator to address issues on parallel fetch
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2026-04-24 06:20:23 -07:00
11a282e2db
dedupe/centralize and add history view
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2026-04-23 23:06:02 -07:00
2326154d81
use committer timestamp
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2026-04-23 16:41:39 -07:00