13 commits

Author	SHA1	Message	Date
Emil Lerch	8a09d904e2	output ratio suggestions to reconcile Schwab direct indexing accounts	2026-05-04 15:14:37 -07:00
Emil Lerch	fef126471f	clean up contributions command	2026-05-02 11:02:06 -07:00
Emil Lerch	d6b45b0318	fixes for analysis processing	2026-04-27 16:49:27 -07:00
Emil Lerch	a2271e3582	master audit command to do all the things	2026-04-25 14:58:37 -07:00
Emil Lerch	9364532c9b	fix portfolio account totals/honor as_of date	2026-04-23 02:43:04 -07:00
Emil Lerch	f3f9a20824	add audit command (fidelity only for now)	2026-04-09 17:33:02 -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	e0129003e6	store.zig refactored and reviewed	2026-03-09 16:58:12 -07:00
Emil Lerch	44dfafd574	move to srf iterator/bail early when possible	2026-03-09 09:56:42 -07:00
Emil Lerch	f1e9321bdc	move tax type to enum	2026-03-06 13:51:19 -08:00
Emil Lerch	c65ebb9384	utilize srf library from/to most concrete types	2026-03-04 17:10:01 -08:00
Emil Lerch	a582228765	ai: add tests to tui	2026-03-01 11:22:37 -08:00
Emil Lerch	6e78818f1c	ai: analysis tab, various fixes	2026-02-27 08:15:28 -08:00