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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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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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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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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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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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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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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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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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6ebd944f94
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additional snapshot documentation
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2026-08-21 12:38:13 -07:00 |
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0dbac7d416
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add diagnose/server reference pages
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2026-08-19 15:18:37 -07:00 |
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65fefdb566
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fix misleading refresh and total-return docs
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2026-08-19 15:11:20 -07:00 |
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c986df83c1
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contributions: support all portfolio files and in account sale/rebuy in same window
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2026-08-18 01:29:24 -07:00 |
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4f1ca3d34d
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add ability to handle opaque 401(k)s with new tax_mix fields
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2026-08-01 15:32:33 -07:00 |
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dcd5885fcc
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document in-kind transfer implementation
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2026-07-25 11:04:23 -07:00 |
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0e1a4862db
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add stale harvesting date checks to audit command
Generic zig build / build (push) Successful in 4m56s
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2026-07-25 10:45:12 -07:00 |
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e5726feffd
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first class support for tax loss harvesting amounts
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2026-07-25 10:16:28 -07:00 |
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f1cabdcf9a
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add stock split guide with full rationale
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2026-07-06 14:25:56 -07:00 |
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027f3b67ab
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add docs relating to comprehension of dividend-focused holdings vs other
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2026-06-29 08:33:40 -07:00 |
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e22e987121
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update docs for new audit behavior
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2026-06-28 13:27:56 -07:00 |
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f1f665758c
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implement per-account audit large lot threshold overrides
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2026-06-27 14:01:29 -07:00 |
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3f48a5b38c
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update docs for chart changes
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2026-06-26 10:25:12 -07:00 |
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47462aaab5
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allow for configured max accumulation years
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2026-06-25 14:38:51 -07:00 |
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d619091831
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full emdash (and other) scrub
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2026-06-25 10:13:25 -07:00 |
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d078bc5a62
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add fund expense ratio for projections/description of deltas vis-a-vis FireCALC
Generic zig build / build (push) Successful in 4m34s
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2026-06-24 09:02:57 -07:00 |
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c34e97aadd
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add acknowledgements to docs
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2026-06-23 09:29:37 -07:00 |
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74fc219afd
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add docs/guides
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2026-06-22 14:53:53 -07:00 |
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