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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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a9321c343c
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ignore option mark to market in schwab
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2026-04-25 09:07:13 -07:00 |
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648a173fb1
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print out server sync only once progress is made
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2026-04-25 07:17:30 -07:00 |
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742c237515
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move to thread safe allocator to address issues on parallel fetch
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2026-04-24 06:20:23 -07:00 |
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8b010eb592
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dedupe/centralize and add history view
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2026-04-23 23:06:02 -07:00 |
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5e6d2dd438
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use committer timestamp
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2026-04-23 16:41:39 -07:00 |
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9af99ef8c8
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history view refactor
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2026-04-23 16:02:34 -07:00 |
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bc7605d0c6
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filter non-stock totals by open-as-of
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2026-04-23 07:24:49 -07:00 |
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b9f580fa76
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bump coverage floor again
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2026-04-23 07:00:40 -07:00 |
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6ec6bd634b
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skip price_ratio on avg_cost fallback
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2026-04-23 06:55:27 -07:00 |
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72632344ee
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use arena allocator for cli commands
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2026-04-23 06:38:09 -07:00 |
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f5432c83b8
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add full snapshot processing test
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2026-04-23 06:21:32 -07:00 |
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fc0b2d9334
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centralize calculation of effective price and market value
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2026-04-23 05:45:39 -07:00 |
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84b3e638dc
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bump coverage floor
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2026-04-23 02:47:17 -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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e68372036d
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cleanup of _mod imports
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2026-04-23 02:01:25 -07:00 |
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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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