Commit graph

29 commits

Author SHA1 Message Date
a611c20f54 update todo.md 2026-05-08 15:02:44 -07:00
24dd862abc nag when data is stale 2026-05-08 14:47:31 -07:00
000f3febef transaction documentation 2026-05-07 14:50:08 -07:00
ea1a88442a output ratio suggestions to reconcile Schwab direct indexing accounts 2026-05-04 15:14:37 -07:00
2238733de7 update TODOs 2026-05-02 11:33:48 -07:00
2ac1d30c37 address symptom of Torn SRF files while we track this down 2026-05-02 10:07:59 -07:00
f7c6224a1b periodic review: projections --as-of, contributions --since, comparison and tui projections date picker 2026-05-01 15:59:17 -07:00
494177ca24 replace finnhub with fmp - finnhub data not correct 2026-04-30 15:22:52 -07:00
ab1539444d update todo list 2026-04-30 10:14:40 -07:00
33d5d7cbb4 initial commit projections TUI tab 2026-04-28 10:30:13 -07:00
e6bd38d4c3 fixes for analysis processing 2026-04-27 16:49:27 -07:00
94494c60ee ai: merge multiple positions with price_ratio fields 2026-04-25 11:15:41 -07:00
8604747cfd add zig 0.16.0 to todo 2026-04-14 16:43:08 -07:00
c3a8f971cc update TODO.md 2026-04-11 10:27:50 -07:00
401ecfe68d add todo 2026-04-09 17:33:55 -07:00
951892e979 update todo 2026-03-20 08:58:48 -07:00
4014203e4c add concept of "quick switch to last selected security" to todo 2026-03-19 09:41:29 -07:00
62ee9b3e32 remove perf comparison ideal from TODO 2026-03-17 10:20:31 -07:00
b7e2ca7759 update todo.md 2026-03-17 10:12:54 -07:00
f6fb2a67a5 uppercase the command line symbol name 2026-03-17 10:10:29 -07:00
d801fa0fe4 update todo.md 2026-03-17 10:07:37 -07:00
c58cdab98e enable ^L to repaint 2026-03-17 09:50:46 -07:00
5acce9d0bf refactor risk module/better sharpe ratios/adjust valuation for covered calls 2026-03-17 09:45:30 -07:00
b50091bd82 centralize annualized return calc 2026-03-12 09:58:00 -07:00
b0c5dc3e21 add Yahoo finance into the mix for candles and quotes 2026-03-11 15:31:17 -07:00
898de91343 update todos 2026-03-11 15:06:21 -07:00
2b2c840795 add todo about the server cache 2026-03-11 13:20:13 -07:00
9192d1952f capture additional review in todo.txt 2026-03-10 15:57:29 -07:00
868fcd98d3 move isCusipLike / deal with default risk rate 2026-03-10 15:53:51 -07:00