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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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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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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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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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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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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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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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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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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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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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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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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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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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f610b81474
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add version command
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2026-04-21 11:53:00 -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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38ce7e288d
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introduce ZFIN_HOME
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2026-04-17 12:19:19 -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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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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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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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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64621429f9
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cache command updates
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2026-03-21 08:45:27 -07:00 |
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678c70467a
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rework the data load
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2026-03-20 09:48:03 -07:00 |
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6181305aa8
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clean up history/enrich
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2026-03-20 09:07:47 -07:00 |
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70b88c0cc2
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clean up options
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2026-03-20 08:58:30 -07:00 |
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f227cfc655
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clean up quote
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2026-03-20 08:51:49 -07:00 |
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85828fc851
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clean up analysis
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2026-03-20 08:40:04 -07:00 |
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2aaa3e91af
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clean up earnings
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2026-03-20 08:12:53 -07:00 |
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5f57a63ebc
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clean up perf
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2026-03-19 14:32:03 -07:00 |
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0099edcb10
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portfolio cli/tui cleanup
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2026-03-19 14:25:13 -07:00 |
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5756934d6e
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consolidate shared portfolio summary calculations
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2026-03-19 13:28:18 -07:00 |
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04358e5561
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consolidate drip summary
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2026-03-19 13:04:20 -07:00 |
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a9af5f1fa4
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consolidate watchlist loading/use srf
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2026-03-19 13:00:57 -07:00 |
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