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858e9874b4
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rollup on audit if detailed data is on broker side but account marked as direct index
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2026-10-04 17:04:26 -07:00 |
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053ff03e6c
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direct indexing on import when brokerage side has positions
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2026-10-04 16:30:01 -07:00 |
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2876358c5a
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quit from interactive mode means quit
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2026-10-04 14:02:23 -07:00 |
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4709403eca
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switch codeberg to github due to ai
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2026-10-04 10:54:47 -07:00 |
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3e3b77ed54
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found wells fargo xls-based download, adjust import/reconcile to use it
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2026-10-04 10:52:52 -07:00 |
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8566e7c0bd
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suppress log messages for tests
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2026-09-30 10:57:15 -07:00 |
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1a9a27156b
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fix flaky test
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2026-09-30 10:30:30 -07:00 |
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cc60c1991f
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avoid counting dividends as contributions
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2026-09-30 10:28:51 -07:00 |
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155c1fbcfb
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bump coverage to 82%
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2026-09-29 07:27:57 -07:00 |
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c463d94ea5
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contributions: track matured CDs properly
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2026-09-29 07:20:24 -07:00 |
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c020f92449
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contributions: honest at-close label
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2026-09-29 06:54:12 -07:00 |
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1f7d2c596e
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contributions: handle partial sale of lots
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2026-09-29 06:50:58 -07:00 |
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8df6bd5c03
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contributions: expired or closed options do not count
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2026-09-29 06:48:30 -07:00 |
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cc13572d7c
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contributions: CD payouts fund purchases do not count
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2026-09-29 06:46:11 -07:00 |
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c0dca12623
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single definition of closed lot
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2026-09-24 15:28:25 -07:00 |
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b3239eefda
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make sure large new lots section remains without open_date
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2026-09-24 08:54:47 -07:00 |
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60a42dd4ba
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allow optional open date/open price for cash and watch
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2026-09-24 08:52:36 -07:00 |
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b5f3e8bcc8
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keybinding semantic validation
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2026-09-24 08:43:39 -07:00 |
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a2c8d478b6
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remove hand maintenance of theme data, use comptime introspection
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2026-09-24 08:32:02 -07:00 |
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433b83e78f
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fix flaky tests
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2026-09-24 08:29:06 -07:00 |
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ce65b3c2f8
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route projections file parse semantics through lint
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2026-09-24 07:14:30 -07:00 |
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40869cb3a4
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lint srf files in audit / doctor commands
This also provides ensurance through zig build test that all
fields are documented in markdown so they do not get out of sync
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2026-09-24 06:39:23 -07:00 |
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41dd290648
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update docs with clearer explanation of what is actually happening
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2026-09-20 13:12:03 -07:00 |
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cbb90f1b1a
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collapse smart earnings into the new framework
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2026-09-20 07:33:36 -07:00 |
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88deae226a
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update documentation on dividend smart refresh
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2026-09-20 07:19:40 -07:00 |
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ca3bd11110
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cadence aware dividend refreshes (note this will net increase polygon fetching)
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2026-09-19 07:43:05 -07:00 |
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1c1c6716ee
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contributions dates trigger on snapshots for both before and after side
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2026-09-05 13:59:00 -07:00 |
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83f30d0d5a
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reframe snapshot anchor and warn if something seems off
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2026-09-05 13:38:12 -07:00 |
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23fd4e3b63
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alignment fixes in contributions
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2026-09-05 11:43:30 -07:00 |
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cee557d55a
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more detail in contributions
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2026-09-05 11:32:16 -07:00 |
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eae4299ad3
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fix wording on benchmarks
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2026-09-05 11:27:54 -07:00 |
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6bd063d51f
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correctly color history when open == close (mutual funds)
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2026-09-01 15:15:08 -07:00 |
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a137d3c65a
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update tests to fix CI
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2026-08-31 08:39:36 -07:00 |
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a621f2932b
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introduce concept of uncounted flows to surface specific situations
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2026-08-31 08:19:48 -07:00 |
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3f9cb33be0
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snap performance for weekly returns
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2026-08-31 08:18:51 -07:00 |
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efb4d57c23
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normalize benchmark so cash does not artificially drag the return
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2026-08-31 08:17:24 -07:00 |
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770ceb8777
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teach compare to use the git commit that added the snapshot for comparison
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2026-08-31 08:14:02 -07:00 |
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0964da08d5
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comments and additional tests
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2026-08-28 11:41:53 -07:00 |
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3fc1be8073
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remove comment
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2026-08-28 11:15:46 -07:00 |
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df204a3eb2
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support external provider
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2026-08-28 11:02:18 -07:00 |
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18f4f00516
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remove unused fromString on portfolio
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2026-08-28 10:38:54 -07:00 |
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34d37e32a8
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remove extra pre-multiply on manual snapshot price data
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2026-08-27 15:43:36 -07:00 |
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93e81b841b
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centralize and test/disambiguate row data in portfolio
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2026-08-27 15:07:22 -07:00 |
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47cfed7827
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update documentation for previous day/intraday gain/loss
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2026-08-27 13:16:53 -07:00 |
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2f87927bcb
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show daily change, including intraday in tui
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2026-08-27 13:08:03 -07:00 |
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cf76598659
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ensure snapshots worker is passing the raw price map
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2026-08-27 11:13:18 -07:00 |
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08497a3270
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mixed-share treatment in compare
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2026-08-27 09:19:01 -07:00 |
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ad55d59f5c
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fix option valuation in analysis
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2026-08-27 08:14:18 -07:00 |
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a14b1ba4bc
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fix/document non-default benchmark stock/bond
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2026-08-27 08:01:50 -07:00 |
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77b5e38313
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fix manual_price -> price ratio discriminator
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2026-08-27 07:32:49 -07:00 |
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