163 commits

Author	SHA1	Message	Date
Emil Lerch	9364532c9b	fix portfolio account totals/honor as_of date	2026-04-23 02:43:04 -07:00
Emil Lerch	58c20a4de9	cleanup of _mod imports	2026-04-23 02:01:25 -07:00
Emil Lerch	b3ebc3f986	dedup the snapshot loading function	2026-04-23 01:25:00 -07:00
Emil Lerch	1ef8ffd10d	allow determining portfolio positions for a specific date	2026-04-23 00:36:22 -07:00
Emil Lerch	dac310e38e	initial tui history implementation	2026-04-23 00:32:18 -07:00
Emil Lerch	abd5d08af7	use candles for pricing/implement --as-of parameter	2026-04-22 22:04:45 -07:00
Emil Lerch	52e7a703bd	flip columns	2026-04-22 15:34:43 -07:00
Emil Lerch	8561a130e0	initial commit for new portfolio history (UI will change)	2026-04-22 12:40:54 -07:00
Emil Lerch	a7e8dc6030	move snapshot types into a new model for reuse	2026-04-22 03:54:33 -07:00
Emil Lerch	ea0dd624b3	enable early skip check when cache is fresh	2026-04-22 01:15:00 -07:00
Emil Lerch	6ed2ff1f20	add snapshot command	2026-04-21 21:24:54 -07:00
Emil Lerch	8af5c5f696	add git.zig	2026-04-21 13:43:26 -07:00
Emil Lerch	b3c1751eb6	net worth calc	2026-04-21 13:32:42 -07:00
Emil Lerch	f134e701d0	move git out of contributions	2026-04-21 13:13:49 -07:00
Emil Lerch	b717c9fa3d	add valuation netWorth	2026-04-21 13:07:24 -07:00
Emil Lerch	7f8e430b59	clean up audit: centralize money market detection and load portfolio prices	2026-04-21 12:43:07 -07:00
Emil Lerch	fbe8320399	clean up performance.zig	2026-04-21 12:34:10 -07:00
Emil Lerch	0cb3b2948b	use config defaults	2026-04-21 12:12:12 -07:00
Emil Lerch	c938da2e3c	refactor config/add default files	2026-04-21 12:08:16 -07:00
Emil Lerch	a7abc5f5d7	add version command	2026-04-21 11:53:00 -07:00
Emil Lerch	6493a3745b	add contributions command	2026-04-20 05:17:41 -07:00
Emil Lerch	249b5ec2c4	introduce ZFIN_HOME	2026-04-17 12:19:19 -07:00
Emil Lerch	5b0af2486c	add unit tests for account valuation	2026-04-11 10:22:03 -07:00
Emil Lerch	3171be6f70	centralize portfolio value	2026-04-11 10:17:29 -07:00
Emil Lerch	518af59717	centralize accounts.srf loading	2026-04-11 09:51:25 -07:00
Emil Lerch	5ee2151a47	better heuristics on cash-like thingies	2026-04-10 09:50:22 -07:00
Emil Lerch	ddd47dad66	better account filter for interactive mode	2026-04-10 09:39:26 -07:00
Emil Lerch	c3c9c21556	make ux more useful	2026-04-10 08:38:51 -07:00
Emil Lerch	6fb582e3da	add schwab summary and account level audit	2026-04-10 08:02:57 -07:00
Emil Lerch	9337c198f4	reuse common account filtering in portfolio	2026-04-09 17:41:25 -07:00
Emil Lerch	ddf89f926f	file path seperators	2026-04-09 17:33:41 -07:00
Emil Lerch	f3f9a20824	add audit command (fidelity only for now)	2026-04-09 17:33:02 -07:00
Emil Lerch	3ae53f15b0	autodetect watchlist in cwd	2026-03-31 17:14:39 -07:00
Emil Lerch	afcc24be5e	fix watchlist loading	2026-03-31 17:11:03 -07:00
Emil Lerch	1f9f90357f	create a view model for options and cds that is reused between cli/tui	2026-03-31 17:02:32 -07:00
Emil Lerch	9de40e8219	options and cd display cleanup (TUI)	2026-03-31 15:47:36 -07:00
Emil Lerch	31dd551efe	allow for filtering by account (substantial change to calculations - seems ok)	2026-03-31 11:03:37 -07:00
Emil Lerch	2ac4156bc1	merge adj_close and div reinvestment strategies to compensate for data inconsistency	2026-03-29 10:53:24 -07:00
Emil Lerch	ac5e0639fc	dedup the cli/tui	2026-03-25 05:13:17 -07:00
Emil Lerch	ecadfb492d	more measured fallback and logging	2026-03-24 18:57:22 -07:00
Emil Lerch	ee9d749a6f	disable twelvedata candles due to inconsistent dividend handling	2026-03-24 18:17:19 -07:00
Emil Lerch	5052492ffd	morningstar apparently snaps backward	2026-03-24 05:23:35 -07:00
Emil Lerch	070f2352f4	use adj_close returns in most cases (accounting for splits and dividends	2026-03-24 05:14:30 -07:00
Emil Lerch	913996072e	synthesize money market data if candles do not cover dividend data	2026-03-21 13:24:14 -07:00
Emil Lerch	7c392cec43	cache command updates	2026-03-21 08:45:27 -07:00
Emil Lerch	057bca14a1	fixes for interactive symbol mode	2026-03-20 14:18:39 -07:00
Emil Lerch	b1c80180bb	remove anytype	2026-03-20 10:58:44 -07:00
Emil Lerch	5c19fc894b	logging and tests	2026-03-20 10:39:38 -07:00
Emil Lerch	7144f60d10	rework the data load	2026-03-20 09:48:03 -07:00
Emil Lerch	6d99349b62	clean up chart.zig	2026-03-20 09:36:23 -07:00