Commit graph

208 commits

Author SHA1 Message Date
a8d78ee3c6 add CLI command for projections 2026-04-27 17:36:37 -07:00
648d3308d2 add shiller comptime parsed variable for use by rest of app 2026-04-27 17:01:21 -07:00
8f9e94ab7f add ie_data from shillerdata.com (data tab saved to csv) 2026-04-27 17:00:35 -07:00
e6bd38d4c3 fixes for analysis processing 2026-04-27 16:49:27 -07:00
8c9579d4e5 master audit command to do all the things 2026-04-25 14:58:37 -07:00
23ead4c65f just defer 2026-04-25 13:13:16 -07:00
94494c60ee ai: merge multiple positions with price_ratio fields 2026-04-25 11:15:41 -07:00
1f8e10c0f3 add fidelity option matching and a summary including price ratio updates 2026-04-25 10:22:14 -07:00
a9321c343c ignore option mark to market in schwab 2026-04-25 09:07:13 -07:00
648a173fb1 print out server sync only once progress is made 2026-04-25 07:17:30 -07:00
742c237515 move to thread safe allocator to address issues on parallel fetch 2026-04-24 06:20:23 -07:00
8b010eb592 dedupe/centralize and add history view 2026-04-23 23:06:02 -07:00
5e6d2dd438 use committer timestamp 2026-04-23 16:41:39 -07:00
9af99ef8c8 history view refactor 2026-04-23 16:02:34 -07:00
bc7605d0c6 filter non-stock totals by open-as-of 2026-04-23 07:24:49 -07:00
b9f580fa76 bump coverage floor again 2026-04-23 07:00:40 -07:00
6ec6bd634b skip price_ratio on avg_cost fallback 2026-04-23 06:55:27 -07:00
72632344ee use arena allocator for cli commands 2026-04-23 06:38:09 -07:00
f5432c83b8 add full snapshot processing test 2026-04-23 06:21:32 -07:00
fc0b2d9334 centralize calculation of effective price and market value 2026-04-23 05:45:39 -07:00
84b3e638dc bump coverage floor 2026-04-23 02:47:17 -07:00
efb05801cb fix portfolio account totals/honor as_of date 2026-04-23 02:43:04 -07:00
e68372036d cleanup of _mod imports 2026-04-23 02:01:25 -07:00
9acf3115db dedup the snapshot loading function 2026-04-23 01:25:00 -07:00
d473179815 allow determining portfolio positions for a specific date 2026-04-23 00:36:22 -07:00
5196a320f6 initial tui history implementation 2026-04-23 00:32:18 -07:00
f99b9b041c use candles for pricing/implement --as-of parameter 2026-04-22 22:04:45 -07:00
67f2d4d7d0 flip columns 2026-04-22 15:34:43 -07:00
ee979eb794 initial commit for new portfolio history (UI will change) 2026-04-22 12:40:54 -07:00
05d2fce9a5 move snapshot types into a new model for reuse 2026-04-22 03:54:33 -07:00
75570419c5 enable early skip check when cache is fresh 2026-04-22 01:15:00 -07:00
edd9fc0c74 add snapshot command 2026-04-21 21:24:54 -07:00
cc24bda690 add git.zig 2026-04-21 13:43:26 -07:00
8c3435cd96 net worth calc 2026-04-21 13:32:42 -07:00
281a49cdde move git out of contributions 2026-04-21 13:13:49 -07:00
eb97480820 add valuation netWorth 2026-04-21 13:07:24 -07:00
4b1989c91a clean up audit: centralize money market detection and load portfolio prices 2026-04-21 12:43:07 -07:00
323af8a351 clean up performance.zig 2026-04-21 12:34:10 -07:00
7f01e57b4f use config defaults 2026-04-21 12:12:12 -07:00
92b4c608ea refactor config/add default files 2026-04-21 12:08:16 -07:00
f610b81474 add version command 2026-04-21 11:53:00 -07:00
41b8008c03 add build options for version command 2026-04-21 11:38:48 -07:00
04ea95f21f add contributions command 2026-04-20 05:17:41 -07:00
acd5b20dbe create docker image 2026-04-18 12:41:22 -07:00
38ce7e288d introduce ZFIN_HOME 2026-04-17 12:19:19 -07:00
8604747cfd add zig 0.16.0 to todo 2026-04-14 16:43:08 -07:00
f71bb93479 add AGENTS.md/add scripts to gitignore 2026-04-11 10:35:50 -07:00
c3a8f971cc update TODO.md 2026-04-11 10:27:50 -07:00
cbba12a9d6 add unit tests for account valuation 2026-04-11 10:22:03 -07:00
03fd64958b centralize portfolio value 2026-04-11 10:17:29 -07:00