Commit graph

227 commits

Author SHA1 Message Date
90ed1dabd3
use atomic file writes for data pulling from server 2026-05-01 08:53:14 -07:00
6a2cc8e775
add new compare command (CLI only for now) 2026-05-01 08:52:43 -07:00
0d3dfc6a55
handle write failed due to piping through commands like head
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2026-04-30 15:27:08 -07:00
f436ca5a86
remove when column
it was marginal benefit before, and now fmp does not
even have the data, so not worth showing
2026-04-30 15:26:38 -07:00
9bb0d8036b
sort reverse chronological - now we have a lot more data 2026-04-30 15:23:45 -07:00
0c08cdda6c
replace finnhub with fmp - finnhub data not correct 2026-04-30 15:22:52 -07:00
25d763e306
update todo list 2026-04-30 10:14:40 -07:00
8387692de1
incorporate life events (e.g. social security) into projections 2026-04-30 10:10:44 -07:00
c58edb4f1c
hide projections when not in portfolio mode 2026-04-28 15:54:21 -07:00
7014c326d1
add total value to equity/fixed income display
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2026-04-28 12:30:16 -07:00
6ea0a58949
add graph and set up scrolling 2026-04-28 11:46:17 -07:00
bbdc46702f
fixed income vs equity on analysis 2026-04-28 10:48:59 -07:00
6428537bb7
show on target until we get to 5%. error at 10% 2026-04-28 10:37:02 -07:00
c0b980146c
initial commit projections TUI tab 2026-04-28 10:30:13 -07:00
6991e31bdd
move generation to a build step - comptime just too slow 2026-04-27 21:29:03 -07:00
a129d5a372
more shiller optimizations 2026-04-27 20:10:16 -07:00
68392efec4
centralize portfolio load 2026-04-27 19:53:42 -07:00
fe0e10eaca
first pass optimization of shiller data 2026-04-27 19:45:15 -07:00
4f75c2e006
style projections based on need to rebalance portfolio 2026-04-27 17:56:42 -07:00
6debed0d69
add CLI command for projections 2026-04-27 17:36:37 -07:00
dda49efe27
add shiller comptime parsed variable for use by rest of app 2026-04-27 17:01:21 -07:00
43bd0e61e7
add ie_data from shillerdata.com (data tab saved to csv) 2026-04-27 17:00:35 -07:00
d6b45b0318
fixes for analysis processing 2026-04-27 16:49:27 -07:00
a2271e3582
master audit command to do all the things
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2026-04-25 14:58:37 -07:00
4df334896c
just defer 2026-04-25 13:13:16 -07:00
77cc69efe0
ai: merge multiple positions with price_ratio fields
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2026-04-25 11:15:41 -07:00
ee98a2c4ed
add fidelity option matching and a summary including price ratio updates 2026-04-25 10:22:14 -07:00
fb1178b5ca
ignore option mark to market in schwab 2026-04-25 09:07:13 -07:00
74fa8d91fa
print out server sync only once progress is made
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2026-04-25 07:17:30 -07:00
f99ec545ad
move to thread safe allocator to address issues on parallel fetch
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2026-04-24 06:20:23 -07:00
11a282e2db
dedupe/centralize and add history view
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2026-04-23 23:06:02 -07:00
2326154d81
use committer timestamp
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2026-04-23 16:41:39 -07:00
41208f3732
history view refactor 2026-04-23 16:02:34 -07:00
c89e93c243
filter non-stock totals by open-as-of 2026-04-23 07:24:49 -07:00
cb77845086
bump coverage floor again 2026-04-23 07:00:40 -07:00
b1055cbdd3
skip price_ratio on avg_cost fallback 2026-04-23 06:55:27 -07:00
a44ad0b7d0
use arena allocator for cli commands 2026-04-23 06:38:09 -07:00
614f846a41
add full snapshot processing test 2026-04-23 06:21:32 -07:00
d3f2f15a2d
centralize calculation of effective price and market value 2026-04-23 05:45:39 -07:00
67c62d1550
bump coverage floor 2026-04-23 02:47:17 -07:00
9364532c9b
fix portfolio account totals/honor as_of date 2026-04-23 02:43:04 -07:00
58c20a4de9
cleanup of _mod imports 2026-04-23 02:01:25 -07:00
b3ebc3f986
dedup the snapshot loading function 2026-04-23 01:25:00 -07:00
1ef8ffd10d
allow determining portfolio positions for a specific date 2026-04-23 00:36:22 -07:00
dac310e38e
initial tui history implementation 2026-04-23 00:32:18 -07:00
abd5d08af7
use candles for pricing/implement --as-of parameter 2026-04-22 22:04:45 -07:00
52e7a703bd
flip columns 2026-04-22 15:34:43 -07:00
8561a130e0
initial commit for new portfolio history (UI will change) 2026-04-22 12:40:54 -07:00
a7e8dc6030
move snapshot types into a new model for reuse 2026-04-22 03:54:33 -07:00
ea0dd624b3
enable early skip check when cache is fresh 2026-04-22 01:15:00 -07:00