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9acf3115db
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dedup the snapshot loading function
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2026-04-23 01:25:00 -07:00 |
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d473179815
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allow determining portfolio positions for a specific date
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2026-04-23 00:36:22 -07:00 |
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5196a320f6
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initial tui history implementation
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2026-04-23 00:32:18 -07:00 |
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f99b9b041c
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use candles for pricing/implement --as-of parameter
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2026-04-22 22:04:45 -07:00 |
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67f2d4d7d0
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flip columns
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2026-04-22 15:34:43 -07:00 |
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ee979eb794
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initial commit for new portfolio history (UI will change)
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2026-04-22 12:40:54 -07:00 |
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05d2fce9a5
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move snapshot types into a new model for reuse
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2026-04-22 03:54:33 -07:00 |
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75570419c5
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enable early skip check when cache is fresh
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2026-04-22 01:15:00 -07:00 |
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edd9fc0c74
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add snapshot command
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2026-04-21 21:24:54 -07:00 |
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cc24bda690
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add git.zig
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2026-04-21 13:43:26 -07:00 |
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8c3435cd96
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net worth calc
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2026-04-21 13:32:42 -07:00 |
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281a49cdde
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move git out of contributions
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2026-04-21 13:13:49 -07:00 |
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eb97480820
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add valuation netWorth
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2026-04-21 13:07:24 -07:00 |
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4b1989c91a
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clean up audit: centralize money market detection and load portfolio prices
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2026-04-21 12:43:07 -07:00 |
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323af8a351
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clean up performance.zig
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2026-04-21 12:34:10 -07:00 |
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7f01e57b4f
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use config defaults
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2026-04-21 12:12:12 -07:00 |
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92b4c608ea
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refactor config/add default files
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2026-04-21 12:08:16 -07:00 |
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f610b81474
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add version command
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2026-04-21 11:53:00 -07:00 |
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41b8008c03
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add build options for version command
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2026-04-21 11:38:48 -07:00 |
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04ea95f21f
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add contributions command
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2026-04-20 05:17:41 -07:00 |
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acd5b20dbe
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create docker image
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2026-04-18 12:41:22 -07:00 |
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38ce7e288d
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introduce ZFIN_HOME
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2026-04-17 12:19:19 -07:00 |
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8604747cfd
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add zig 0.16.0 to todo
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2026-04-14 16:43:08 -07:00 |
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f71bb93479
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add AGENTS.md/add scripts to gitignore
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2026-04-11 10:35:50 -07:00 |
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c3a8f971cc
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update TODO.md
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2026-04-11 10:27:50 -07:00 |
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cbba12a9d6
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add unit tests for account valuation
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2026-04-11 10:22:03 -07:00 |
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03fd64958b
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centralize portfolio value
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2026-04-11 10:17:29 -07:00 |
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59760a1da8
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centralize accounts.srf loading
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2026-04-11 09:51:25 -07:00 |
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a9e14f7eb5
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better heuristics on cash-like thingies
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2026-04-10 09:50:22 -07:00 |
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d4b40cbe5c
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better account filter for interactive mode
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2026-04-10 09:39:26 -07:00 |
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dc5d81ac80
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make ux more useful
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2026-04-10 08:38:51 -07:00 |
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26fd846c8e
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add schwab summary and account level audit
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2026-04-10 08:02:57 -07:00 |
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922b3d604e
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reuse common account filtering in portfolio
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2026-04-09 17:41:25 -07:00 |
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401ecfe68d
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add todo
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2026-04-09 17:33:55 -07:00 |
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376000731b
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file path seperators
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2026-04-09 17:33:41 -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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770a49d6a6
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add international etfs to metadata
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2026-04-09 17:04:00 -07:00 |
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787acf05ec
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autodetect watchlist in cwd
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2026-03-31 17:14:39 -07:00 |
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2b1880fa46
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fix watchlist loading
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2026-03-31 17:11:03 -07:00 |
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4e0270c884
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create a view model for options and cds that is reused between cli/tui
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2026-03-31 17:02:32 -07:00 |
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3ea39d3c31
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options and cd display cleanup (TUI)
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2026-03-31 15:47:36 -07:00 |
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db6a101e32
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allow for filtering by account (substantial change to calculations - seems ok)
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2026-03-31 11:03:37 -07:00 |
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5b8c163291
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merge adj_close and div reinvestment strategies to compensate for data inconsistency
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2026-03-29 10:53:24 -07:00 |
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9c27eb8f25
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dedup the cli/tui
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2026-03-25 05:13:17 -07:00 |
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7c6c0ce59b
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more measured fallback and logging
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2026-03-24 18:57:22 -07:00 |
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167c960685
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disable twelvedata candles due to inconsistent dividend handling
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2026-03-24 18:17:19 -07:00 |
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248e98d683
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morningstar apparently snaps backward
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2026-03-24 05:23:35 -07:00 |
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239fd61ac8
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use adj_close returns in most cases (accounting for splits and dividends
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2026-03-24 05:14:30 -07:00 |
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9353ebc347
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synthesize money market data if candles do not cover dividend data
|
2026-03-21 13:24:14 -07:00 |
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64621429f9
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cache command updates
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2026-03-21 08:45:27 -07:00 |
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