6674969001
consolidate returns calculations
2026-08-17 19:39:45 -07:00
26a7112572
add diagnose command, properly handle demand tracked vs always refreshed symbols
2026-08-11 17:49:10 -07:00
12e131fef8
add observation for missing dividend history
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2026-08-03 21:54:43 -07:00
d434395daa
report if cash only exists in the portfolio, not at broker (probably 0)
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2026-08-03 13:07:19 -07:00
a107008b35
separate ratio suggestion calculation from display, export types for others to use
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2026-08-02 09:25:55 -07:00
940c745dd3
separate audit compute from audit display
2026-08-02 09:07:12 -07:00
4f1ca3d34d
add ability to handle opaque 401(k)s with new tax_mix fields
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2026-08-01 15:32:33 -07:00
1bea4d621a
delete dead code
2026-07-25 11:07:08 -07:00
e5726feffd
first class support for tax loss harvesting amounts
2026-07-25 10:16:28 -07:00
48b422cba4
stock split handling
2026-07-06 12:29:50 -07:00
027f3b67ab
add docs relating to comprehension of dividend-focused holdings vs other
2026-06-29 08:33:40 -07:00
4ed15c7cf4
projection modeling enhancements based on youngest in a couple + documentation
2026-06-28 14:29:30 -07:00
020fb2db77
suppress output on tests
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2026-06-28 08:09:18 -07:00
f1f665758c
implement per-account audit large lot threshold overrides
2026-06-27 14:01:29 -07:00
6827b70f85
draw vertical line on projections chart for projected retirement date
2026-06-27 10:20:49 -07:00
120c51bce4
implementation of spending smile
2026-06-26 14:54:59 -07:00
e6ec5fdac1
centralize charting/extract shared helpers, prepare for kitty-chart history
2026-06-26 10:25:05 -07:00
da9982d766
covered call adjustments per account
2026-06-25 14:48:35 -07:00
47462aaab5
allow for configured max accumulation years
2026-06-25 14:38:51 -07:00
1f2b6b32de
add configurable return cap
2026-06-25 10:37:53 -07:00
d619091831
full emdash (and other) scrub
2026-06-25 10:13:25 -07:00
cd2ccb4c43
add label field, let notes field be strictly for notes
2026-06-24 16:13:47 -07:00
d301466345
match only on the calculated symbol, never on display (which could pick up notes)
2026-06-24 16:13:46 -07:00
221106b880
cleanup dead code / be clear about test convenience wrappers
2026-06-24 09:25:53 -07:00
d078bc5a62
add fund expense ratio for projections/description of deltas vis-a-vis FireCALC
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2026-06-24 09:02:57 -07:00
1c4f85f8da
add exposure command
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2026-06-17 12:50:42 -07:00
8860efb371
delint/get basic async checks working
2026-06-11 20:41:21 -07:00
7fffca04c3
update sector bucket logic, remove "mid" tier on analysis
2026-06-10 16:20:03 -07:00
70dba851a8
introduce concept of "bucket" for symbols to provide user-configurable sector dominance calcuation capability
2026-06-10 15:44:02 -07:00
5be11b2f09
add observations engine and acknowledgement journal
2026-06-10 15:43:52 -07:00
6fbbf48486
add new review command/tab
2026-06-05 13:16:25 -07:00
fdd0c97480
switch to parse_allocator = .none (fix production segfaults)
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2026-06-02 15:16:11 -07:00
195933176f
umbrella insurance in analysis command
2026-05-31 10:04:31 -07:00
2306e1a9c9
add analysis bucketing
2026-05-30 11:29:46 -07:00
7fb674f467
enrich enrich command, remove AlphaVantage
...
This (huge) commit pulls out AlphaVantage in favor of utilizing
Wikidata and SEC EDGAR data sources (both free). It uses some
built-in heuristics to fill in gaps, and it is not 100% (never
will be), but should get close enough to allow hand-editing of
metadata.srf afterwords without too much labor
2026-05-30 10:40:34 -07:00
52afd75696
update srf/wire edgar and wikidata into service
2026-05-29 12:23:43 -07:00
4a5a3612e3
tweak tests
2026-05-23 11:25:39 -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
4b5063e974
initial wells fargo parsing implementation
2026-05-21 16:14:38 -07:00
c925a1a07c
fix tui command line args and make benchmarks configurable
2026-05-21 12:40:18 -07:00
1311948fa1
rectify price return calculations with Tiingo data
2026-05-20 11:47:57 -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
42a4297177
add backtest and convergence to tui
2026-05-17 10:37:19 -07:00
ddf32e36da
initial projections back test
2026-05-16 19:20:54 -07:00
1f71b1c6f3
add trailing returns for the week
2026-05-16 13:40:25 -07:00
80a00009d8
land date refactor (similar to money)
2026-05-12 21:40:32 -07:00
3615c4caf8
initial implementation of pre-retirement projections/accumulation phase
2026-05-12 16:37:28 -07:00
2616209614
add ability to use imported history data
2026-05-12 10:52:43 -07:00
