61 commits

Author	SHA1	Message	Date
Emil Lerch	74fa8d91fa	print out server sync only once progress is made	2026-04-25 07:17:30 -07:00
Emil Lerch	11a282e2db	dedupe/centralize and add history view	2026-04-23 23:06:02 -07:00
Emil Lerch	41208f3732	history view refactor	2026-04-23 16:02:34 -07:00
Emil Lerch	c89e93c243	filter non-stock totals by open-as-of	2026-04-23 07:24:49 -07:00
Emil Lerch	b1055cbdd3	skip price_ratio on avg_cost fallback	2026-04-23 06:55:27 -07:00
Emil Lerch	614f846a41	add full snapshot processing test	2026-04-23 06:21:32 -07:00
Emil Lerch	d3f2f15a2d	centralize calculation of effective price and market value	2026-04-23 05:45:39 -07:00
Emil Lerch	9364532c9b	fix portfolio account totals/honor as_of date	2026-04-23 02:43:04 -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	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	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	7f8e430b59	clean up audit: centralize money market detection and load portfolio prices	2026-04-21 12:43:07 -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	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	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	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