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
cd6e22f5ba
update enrich to output names
2026-06-10 15:44:00 -07:00
543228209c
pull all TUI portfolio data into its own struct
2026-06-10 15:43:58 -07:00
b6050bb653
explicit allocator parameters in cache store/service tier, store arena in TUI PortfolioData
2026-06-10 15:43:57 -07:00
474d288c4c
include observations in review tab
2026-06-10 15:43:55 -07:00
a48dc47837
use lot calculations instead of reinventing the wheel
Generic zig build / build (push) Successful in 4m24s
Generic zig build / publish-macos (push) Successful in 12s
Generic zig build / deploy (push) Successful in 19s
2026-06-06 15:07:28 -07:00
6fbbf48486
add new review command/tab
2026-06-05 13:16:25 -07:00
b796a46699
move Wikidata -> edgar logic into getClassification
Generic zig build / build (push) Successful in 4m20s
Generic zig build / deploy (push) Successful in 17s
Generic zig build / publish-macos (push) Successful in 41s
2026-06-01 16:11:09 -07:00
4d65cc45f4
estimateWaitSeconds needs to take a data type due to provider diffs
Generic zig build / build (push) Successful in 9m51s
Generic zig build / publish-macos (push) Successful in 10s
Generic zig build / deploy (push) Successful in 25s
2026-06-01 12:32:27 -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
85c9a48969
sector/geo inference for enrich command
2026-05-30 11:21:40 -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
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
68229b52c3
match wells fargo import on account number as well
2026-05-23 11:46:38 -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
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
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
e1b99d63b6
remove frequency and add ability to "upgrade" fields
2026-05-20 16:00:13 -07:00
1311948fa1
rectify price return calculations with Tiingo data
2026-05-20 11:47:57 -07:00
3e18610768
export chart as png
2026-05-19 14:18:53 -07:00
51a2721ef3
user visible error rather than crash on projections --vs <date> with imported data
2026-05-19 13:37:08 -07:00
f50928f1c5
user-errors management...any non-user error panics like before
2026-05-19 12:28:05 -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
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
177016a153
migrate snapshot to new cli framework
2026-05-18 16:42:45 -07:00
a4be58fa05
migrate analysis to new cli framework
2026-05-18 16:40:11 -07:00
9f7e77dec9
migrate portfolio to new cli framework
2026-05-18 16:37:36 -07:00
c572f6be63
migrate milestones to new cli framework
2026-05-18 16:05:21 -07:00
b3207684a7
migrate history to new cli framework
2026-05-18 16:02:02 -07:00
f4fb09f90f
migrate enrich to new cli framework
2026-05-18 15:52:44 -07:00
