Commit graph

224 commits

Author SHA1 Message Date
add0222ebc remove when column
it was marginal benefit before, and now fmp does not
even have the data, so not worth showing
2026-04-30 15:26:38 -07:00
a64308ee87 sort reverse chronological - now we have a lot more data 2026-04-30 15:23:45 -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
b241feeaf0 incorporate life events (e.g. social security) into projections 2026-04-30 10:10:44 -07:00
4174e9bc09 hide projections when not in portfolio mode 2026-04-28 15:54:21 -07:00
54efdc3e7c add total value to equity/fixed income display 2026-04-28 12:30:16 -07:00
e5c8f6f144 add graph and set up scrolling 2026-04-28 11:46:17 -07:00
ac9f5a78d3 fixed income vs equity on analysis 2026-04-28 10:48:59 -07:00
4f97d82dd0 show on target until we get to 5%. error at 10% 2026-04-28 10:37:02 -07:00
33d5d7cbb4 initial commit projections TUI tab 2026-04-28 10:30:13 -07:00
98bee5fba6 move generation to a build step - comptime just too slow 2026-04-27 21:29:03 -07:00
26008725d4 more shiller optimizations 2026-04-27 20:10:16 -07:00
acdda0313d centralize portfolio load 2026-04-27 19:53:42 -07:00
83d20cc45c first pass optimization of shiller data 2026-04-27 19:45:15 -07:00
5fb1cfe53c style projections based on need to rebalance portfolio 2026-04-27 17:56:42 -07:00
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