Commit graph

354 commits

Author SHA1 Message Date
4f13144365 bump prek to newer version 2026-05-24 10:35:28 -07:00
56e462fae9 surface data gaps in alphavantage through enrich 2026-05-24 10:28:54 -07:00
4d6060552a track multiple portfolio files in past revisions as well 2026-05-24 09:44:35 -07:00
4d3aae2d69 fix commands that were still looking at single files 2026-05-23 18:50:44 -07:00
0ca794d621 second wells fargo import format 2026-05-23 12:48:23 -07:00
68229b52c3 match wells fargo import on account number as well 2026-05-23 11:46:38 -07:00
a06e45e523 wells fargo parser fixes 2026-05-23 11:37:52 -07:00
4a5a3612e3 tweak tests 2026-05-23 11:25:39 -07:00
4bb29f1432 fix transaction log matcher reflecting real world usage 2026-05-23 11:25:12 -07:00
26e8399178 do not allow matured/closed options to clamp open positions 2026-05-23 10:03:43 -07:00
a3cfc4e4d2 portfolio loading fixes + full lint pass 2026-05-23 09:51:55 -07:00
415123f6a6 single code path for portfolio loading 2026-05-23 08:44:46 -07:00
e6728e9507 import merge capabilities 2026-05-23 08:09:31 -07:00
4b5063e974 initial wells fargo parsing implementation 2026-05-21 16:14:38 -07:00
8b470ccb22 initial implementation of import command 2026-05-21 15:18:23 -07:00
aa3ad5fe91 split audit by brokerage in prep for import command 2026-05-21 14:50:24 -07:00
b92447b8e7 handle multiple portfolio paths - default file name portfolio*.srf 2026-05-21 14:04:59 -07:00
614e789d18 update todos 2026-05-21 12:44:14 -07:00
c925a1a07c fix tui command line args and make benchmarks configurable 2026-05-21 12:40:18 -07:00
c410bf97b1 create a set of fetch options and wire it into CLI for flags to work properly 2026-05-21 12:17:48 -07:00
7cc220657b add todo regarding cache ttl on old merge data 2026-05-21 08:41:52 -07:00
126c00c856 allow for fuzzy matching on dividends to account for provider reporting differences 2026-05-21 08:26:58 -07:00
e1b99d63b6 remove frequency and add ability to "upgrade" fields 2026-05-20 16:00:13 -07:00
ebf10fcf94 allow tiingo to merge in dividends/splits not captured by primary provider 2026-05-20 15:20:44 -07:00
1311948fa1 rectify price return calculations with Tiingo data 2026-05-20 11:47:57 -07:00
87dfb71fd6 better reporting on http related issues 2026-05-20 11:06:48 -07:00
3e18610768 export chart as png 2026-05-19 14:18:53 -07:00
4d1587fb37 get appropriate zoom level when overlaying actuals on the projections chart 2026-05-19 13:58:57 -07:00
858cc6fad5 avoid output under test 2026-05-19 13:44:37 -07:00
6c32e94ab4 use adjClose for charting 2026-05-19 13:43:52 -07:00
51a2721ef3 user visible error rather than crash on projections --vs <date> with imported data 2026-05-19 13:37:08 -07:00
9131cdb62e reorder tabs 2026-05-19 13:30:21 -07:00
ae9b014e94 update todo 2026-05-19 13:13:54 -07:00
9d005248e1 allow interactive mode a --help option 2026-05-19 12:35:12 -07:00
f50928f1c5 user-errors management...any non-user error panics like before 2026-05-19 12:28:05 -07:00
987f472226 clean up tui tab framework 2026-05-19 10:22:50 -07:00
1e1e62846b remove redundant validations 2026-05-19 10:02:47 -07:00
7769155e76 clean up excessive numbers of parameters 2026-05-19 09:49:12 -07:00
f2f0b53009 data refresh policy 2026-05-18 17:58:27 -07:00
825419c7c3 rework framework to something much more sane 2026-05-18 17:39:19 -07:00
3b02c97153 update todo 2026-05-18 17:16:41 -07:00
6407ecfbb8 finish CLI framework refactor: per-command --help, delegate help to modules, cleanup 2026-05-18 17:15:47 -07:00
f2a374f2b5 migrate projections to new cli framework (restore audit command functionally) 2026-05-18 17:12:29 -07:00
4c4611cc97 migrate contributions to new cli framework 2026-05-18 17:07:50 -07:00
3d2777e922 migrate compare to new cli framework 2026-05-18 17:04:18 -07:00
f409c7c180 migrate audit to new cli framework 2026-05-18 16:44:43 -07:00
177016a153 migrate snapshot to new cli framework 2026-05-18 16:42:45 -07:00
a4be58fa05 migrate analysis to new cli framework 2026-05-18 16:40:11 -07:00
9f7e77dec9 migrate portfolio to new cli framework 2026-05-18 16:37:36 -07:00
ea978dfe85 be more clear what negative cache means 2026-05-18 16:18:26 -07:00