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
cc2087fd07
add Edgar/Wikidata providers that will replace AlphaVantage
2026-05-27 10:14:06 -07:00
dfd64bf511
introduce jitter capabilities to ttl in prep for new data types in store
2026-05-26 10:53:38 -07:00
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
