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ea1a88442a
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output ratio suggestions to reconcile Schwab direct indexing accounts
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2026-05-04 15:14:37 -07:00 |
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17225326de
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clean up contributions command
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2026-05-02 11:02:06 -07:00 |
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e6bd38d4c3
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fixes for analysis processing
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2026-04-27 16:49:27 -07:00 |
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8c9579d4e5
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master audit command to do all the things
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2026-04-25 14:58:37 -07:00 |
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efb05801cb
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fix portfolio account totals/honor as_of date
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2026-04-23 02:43:04 -07:00 |
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a1aec7be6a
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add audit command (fidelity only for now)
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2026-04-09 17:33:02 -07:00 |
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5acce9d0bf
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refactor risk module/better sharpe ratios/adjust valuation for covered calls
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2026-03-17 09:45:30 -07:00 |
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20c91deb3d
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store.zig refactored and reviewed
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2026-03-09 16:58:12 -07:00 |
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d4a5818f68
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move to srf iterator/bail early when possible
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2026-03-09 09:56:42 -07:00 |
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a776edf57e
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move tax type to enum
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2026-03-06 13:51:19 -08:00 |
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471c8639d8
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utilize srf library from/to most concrete types
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2026-03-04 17:10:01 -08:00 |
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54c6af8d6d
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ai: add tests to tui
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2026-03-01 11:22:37 -08:00 |
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333383647c
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ai: analysis tab, various fixes
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2026-02-27 08:15:28 -08:00 |
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