35 commits

Author	SHA1	Message	Date
Emil Lerch	6fb582e3da	add schwab summary and account level audit	2026-04-10 08:02:57 -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	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	7c392cec43	cache command updates	2026-03-21 08:45:27 -07:00
Emil Lerch	7144f60d10	rework the data load	2026-03-20 09:48:03 -07:00
Emil Lerch	be42f9e15a	clean up history/enrich	2026-03-20 09:07:47 -07:00
Emil Lerch	e9a757cece	clean up options	2026-03-20 08:58:30 -07:00
Emil Lerch	35fc9101fd	clean up quote	2026-03-20 08:51:49 -07:00
Emil Lerch	ce72985054	clean up analysis	2026-03-20 08:40:04 -07:00
Emil Lerch	2bcb84dafa	clean up earnings	2026-03-20 08:12:53 -07:00
Emil Lerch	31d49d4432	clean up perf	2026-03-19 14:32:03 -07:00
Emil Lerch	88241b2c7b	portfolio cli/tui cleanup	2026-03-19 14:25:13 -07:00
Emil Lerch	b4f3857cef	consolidate shared portfolio summary calculations	2026-03-19 13:28:18 -07:00
Emil Lerch	b162708055	consolidate drip summary	2026-03-19 13:04:20 -07:00
Emil Lerch	e29fb5b743	consolidate watchlist loading/use srf	2026-03-19 13:00:57 -07:00
Emil Lerch	46bf34fd1c	remove old comment/reuse symbols	2026-03-19 12:50:51 -07:00
Emil Lerch	1cd775c27e	refactor risk module/better sharpe ratios/adjust valuation for covered calls	2026-03-17 09:45:30 -07:00
Emil Lerch	0ca05ed3b4	move isCusipLike / deal with default risk rate	2026-03-10 15:53:51 -07:00
Emil Lerch	d187664494	clean up format.zig/remove it from exported module	2026-03-10 15:13:20 -07:00
Emil Lerch	71a5c548d5	title case for etf sectors, force upper case on symbol search	2026-03-06 15:11:04 -08:00
Emil Lerch	3d679f9d75	introduce deinit on Dividend	2026-03-06 14:59:14 -08:00
Emil Lerch	57b0811ecd	ai: remove most manual type conversion in favor of srf	2026-03-06 10:59:33 -08:00
Emil Lerch	c65ebb9384	utilize srf library from/to most concrete types	2026-03-04 17:10:01 -08:00
Emil Lerch	9819c93cfe	update pnl -> gain_loss	2026-03-03 13:32:56 -08:00
Emil Lerch	f936531721	root.zig review	2026-03-03 12:58:14 -08:00
Emil Lerch	52337ab5a9	title case sector in enrich command	2026-03-03 12:27:23 -08:00
Emil Lerch	089e81df54	ai: provide fetch progress info when tui starts	2026-03-03 12:00:41 -08:00
Emil Lerch	c5a4d68899	add market value of lots to CLI/TUI display	2026-03-02 08:58:34 -08:00
Emil Lerch	86a764dca9	ai: restore progress in CLI/add to TUI	2026-03-02 08:42:30 -08:00
Emil Lerch	7b07c09f70	ai: fix and centralize portfolio value calculation	2026-03-02 08:35:36 -08:00
Emil Lerch	6d9374ab77	move isCusipLike to a more generic place	2026-03-01 12:45:26 -08:00
Emil Lerch	facc233976	ai: deduplicate cli/tli display functions	2026-03-01 11:57:29 -08:00
Emil Lerch	313ef83065	restructure for single test binary/simplify Coverage module (drop to 30% thresh temp)	2026-03-01 09:04:56 -08:00