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a611c20f54
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update todo.md
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2026-05-08 15:02:44 -07:00 |
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24dd862abc
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nag when data is stale
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2026-05-08 14:47:31 -07:00 |
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91bdd1d648
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move ** -> @splat
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2026-05-08 12:36:12 -07:00 |
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57d3b03623
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unnoisy the tests
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2026-05-08 12:30:48 -07:00 |
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832ce93155
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check etag header if present, give a single retry on body validation error
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2026-05-08 12:21:31 -07:00 |
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d9c00b6bcb
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more robuster error capturing - looks like torn srf is in http transit
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2026-05-08 11:50:50 -07:00 |
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77ec6945a0
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add age-based horizon to projections
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2026-05-08 11:40:33 -07:00 |
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000f3febef
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transaction documentation
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2026-05-07 14:50:08 -07:00 |
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d4c944f1bb
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surface suspected account cash transfers through audit command
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2026-05-07 14:32:36 -07:00 |
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78c9afc2d8
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initial transfer capability on contributions
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2026-05-07 10:43:59 -07:00 |
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c21ff84758
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begin transfer log
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2026-05-06 22:10:13 -07:00 |
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3f0a40cea7
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allow explicit pinning of snapshots and commits
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2026-05-05 13:06:30 -07:00 |
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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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2238733de7
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update TODOs
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2026-05-02 11:33:48 -07:00 |
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d472402680
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add projections comparison to compare and projections commands
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2026-05-02 11:29:55 -07:00 |
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ac62b5bd1e
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rename "Conservative estimate" to "Projected return"
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2026-05-02 11:16:32 -07:00 |
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12cc8fb9e7
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clear up the attributions output
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2026-05-02 11:10:39 -07:00 |
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b8c6d1c7b2
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fix segfault on audit
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2026-05-02 11:07:17 -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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2ac1d30c37
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address symptom of Torn SRF files while we track this down
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2026-05-02 10:07:59 -07:00 |
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8b6e10ea10
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use new common cli helpers throughout
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2026-05-01 16:22:19 -07:00 |
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f7c6224a1b
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periodic review: projections --as-of, contributions --since, comparison and tui projections date picker
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2026-05-01 15:59:17 -07:00 |
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0bf44581e1
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tui implementation of compare mode
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2026-05-01 10:27:25 -07:00 |
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441735b3c6
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use atomic file writes for data pulling from server
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2026-05-01 08:53:14 -07:00 |
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b3542771b7
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add new compare command (CLI only for now)
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2026-05-01 08:52:43 -07:00 |
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6293a02c59
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handle write failed due to piping through commands like head
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2026-04-30 15:27:08 -07:00 |
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add0222ebc
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remove when column
it was marginal benefit before, and now fmp does not
even have the data, so not worth showing
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2026-04-30 15:26:38 -07:00 |
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a64308ee87
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sort reverse chronological - now we have a lot more data
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2026-04-30 15:23:45 -07:00 |
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494177ca24
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replace finnhub with fmp - finnhub data not correct
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2026-04-30 15:22:52 -07:00 |
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ab1539444d
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update todo list
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2026-04-30 10:14:40 -07:00 |
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b241feeaf0
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incorporate life events (e.g. social security) into projections
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2026-04-30 10:10:44 -07:00 |
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4174e9bc09
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hide projections when not in portfolio mode
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2026-04-28 15:54:21 -07:00 |
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54efdc3e7c
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add total value to equity/fixed income display
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2026-04-28 12:30:16 -07:00 |
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e5c8f6f144
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add graph and set up scrolling
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2026-04-28 11:46:17 -07:00 |
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ac9f5a78d3
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fixed income vs equity on analysis
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2026-04-28 10:48:59 -07:00 |
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4f97d82dd0
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show on target until we get to 5%. error at 10%
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2026-04-28 10:37:02 -07:00 |
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33d5d7cbb4
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initial commit projections TUI tab
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2026-04-28 10:30:13 -07:00 |
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98bee5fba6
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move generation to a build step - comptime just too slow
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2026-04-27 21:29:03 -07:00 |
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26008725d4
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more shiller optimizations
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2026-04-27 20:10:16 -07:00 |
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acdda0313d
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centralize portfolio load
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2026-04-27 19:53:42 -07:00 |
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83d20cc45c
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first pass optimization of shiller data
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2026-04-27 19:45:15 -07:00 |
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5fb1cfe53c
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style projections based on need to rebalance portfolio
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2026-04-27 17:56:42 -07:00 |
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a8d78ee3c6
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add CLI command for projections
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2026-04-27 17:36:37 -07:00 |
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648d3308d2
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add shiller comptime parsed variable for use by rest of app
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2026-04-27 17:01:21 -07:00 |
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8f9e94ab7f
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add ie_data from shillerdata.com (data tab saved to csv)
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2026-04-27 17:00:35 -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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23ead4c65f
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just defer
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2026-04-25 13:13:16 -07:00 |
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94494c60ee
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ai: merge multiple positions with price_ratio fields
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2026-04-25 11:15:41 -07:00 |
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1f8e10c0f3
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add fidelity option matching and a summary including price ratio updates
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2026-04-25 10:22:14 -07:00 |
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