Commit graph

350 commits

Author SHA1 Message Date
899da76042
second wells fargo import format 2026-05-23 12:48:23 -07:00
7bfe2d9deb
match wells fargo import on account number as well 2026-05-23 11:46:38 -07:00
8be73c222e
wells fargo parser fixes 2026-05-23 11:37:52 -07:00
5e50c4eb6f
tweak tests 2026-05-23 11:25:39 -07:00
04cf12d12e
fix transaction log matcher reflecting real world usage 2026-05-23 11:25:12 -07:00
c5bb43dfad
do not allow matured/closed options to clamp open positions 2026-05-23 10:03:43 -07:00
60e2f438c2
portfolio loading fixes + full lint pass 2026-05-23 09:51:55 -07:00
65bb84e6d5
single code path for portfolio loading 2026-05-23 08:44:46 -07:00
ce24878e3b
import merge capabilities 2026-05-23 08:09:31 -07:00
809146b111
initial wells fargo parsing implementation 2026-05-21 16:14:38 -07:00
21279c1aeb
initial implementation of import command 2026-05-21 15:18:23 -07:00
09d26d1767
split audit by brokerage in prep for import command 2026-05-21 14:50:24 -07:00
e319313583
handle multiple portfolio paths - default file name portfolio*.srf 2026-05-21 14:04:59 -07:00
a06a4a8852
update todos
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2026-05-21 12:44:14 -07:00
d23e2dd977
fix tui command line args and make benchmarks configurable 2026-05-21 12:40:18 -07:00
c300729887
create a set of fetch options and wire it into CLI for flags to work properly 2026-05-21 12:17:48 -07:00
7deb49254a
add todo regarding cache ttl on old merge data 2026-05-21 08:41:52 -07:00
16048489dd
allow for fuzzy matching on dividends to account for provider reporting differences
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2026-05-21 08:26:58 -07:00
fe28949757
remove frequency and add ability to "upgrade" fields
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2026-05-20 16:00:13 -07:00
d9f2e8404b
allow tiingo to merge in dividends/splits not captured by primary provider 2026-05-20 15:20:44 -07:00
70f3e0dc11
rectify price return calculations with Tiingo data 2026-05-20 11:47:57 -07:00
e17e76905f
better reporting on http related issues 2026-05-20 11:06:48 -07:00
d3b1c04a3a
export chart as png 2026-05-19 14:18:53 -07:00
5ab2600946
get appropriate zoom level when overlaying actuals on the projections chart 2026-05-19 13:58:57 -07:00
8c4d7e6de3
avoid output under test 2026-05-19 13:44:37 -07:00
9211fcf773
use adjClose for charting 2026-05-19 13:43:52 -07:00
f10508932e
user visible error rather than crash on projections --vs <date> with imported data 2026-05-19 13:37:08 -07:00
8fe9257c60
reorder tabs 2026-05-19 13:30:21 -07:00
fa728b3f04
update todo
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2026-05-19 13:13:54 -07:00
b4db761733
allow interactive mode a --help option 2026-05-19 12:35:12 -07:00
fa39749980
user-errors management...any non-user error panics like before 2026-05-19 12:28:05 -07:00
4297fda67a
clean up tui tab framework 2026-05-19 10:22:50 -07:00
3d176daaaa
remove redundant validations 2026-05-19 10:02:47 -07:00
853a585cb2
clean up excessive numbers of parameters 2026-05-19 09:49:12 -07:00
c73b58f059
data refresh policy 2026-05-18 17:58:27 -07:00
4e6ae0ba51
rework framework to something much more sane 2026-05-18 17:39:19 -07:00
8e4dfffc3f
update todo 2026-05-18 17:16:41 -07:00
2f13b16021
finish CLI framework refactor: per-command --help, delegate help to modules, cleanup 2026-05-18 17:15:47 -07:00
a690d55c2b
migrate projections to new cli framework (restore audit command functionally) 2026-05-18 17:12:29 -07:00
62d058bb11
migrate contributions to new cli framework 2026-05-18 17:07:50 -07:00
4f02c937d0
migrate compare to new cli framework 2026-05-18 17:04:18 -07:00
e3dbd429df
migrate audit to new cli framework 2026-05-18 16:44:43 -07:00
b8e6732df1
migrate snapshot to new cli framework 2026-05-18 16:42:45 -07:00
682ebd10c0
migrate analysis to new cli framework 2026-05-18 16:40:11 -07:00
4cb5d1f711
migrate portfolio to new cli framework 2026-05-18 16:37:36 -07:00
2a89125977
be more clear what negative cache means 2026-05-18 16:18:26 -07:00
51aaee9966
migrate milestones to new cli framework 2026-05-18 16:05:21 -07:00
1228d50ce6
migrate history to new cli framework 2026-05-18 16:02:02 -07:00
63f5cc445b
migrate enrich to new cli framework 2026-05-18 15:52:44 -07:00
8b9537dbf5
migrate version to new cli framework 2026-05-18 15:47:06 -07:00