Commit graph

90 commits

Author SHA1 Message Date
027f3b67ab
add docs relating to comprehension of dividend-focused holdings vs other 2026-06-29 08:33:40 -07:00
4ed15c7cf4
projection modeling enhancements based on youngest in a couple + documentation 2026-06-28 14:29:30 -07:00
020fb2db77
suppress output on tests
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2026-06-28 08:09:18 -07:00
f1f665758c
implement per-account audit large lot threshold overrides 2026-06-27 14:01:29 -07:00
6827b70f85
draw vertical line on projections chart for projected retirement date 2026-06-27 10:20:49 -07:00
120c51bce4
implementation of spending smile 2026-06-26 14:54:59 -07:00
e6ec5fdac1
centralize charting/extract shared helpers, prepare for kitty-chart history 2026-06-26 10:25:05 -07:00
da9982d766
covered call adjustments per account 2026-06-25 14:48:35 -07:00
47462aaab5
allow for configured max accumulation years 2026-06-25 14:38:51 -07:00
1f2b6b32de
add configurable return cap 2026-06-25 10:37:53 -07:00
d619091831
full emdash (and other) scrub 2026-06-25 10:13:25 -07:00
cd2ccb4c43
add label field, let notes field be strictly for notes 2026-06-24 16:13:47 -07:00
d301466345
match only on the calculated symbol, never on display (which could pick up notes) 2026-06-24 16:13:46 -07:00
221106b880
cleanup dead code / be clear about test convenience wrappers 2026-06-24 09:25:53 -07:00
d078bc5a62
add fund expense ratio for projections/description of deltas vis-a-vis FireCALC
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2026-06-24 09:02:57 -07:00
1c4f85f8da
add exposure command
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2026-06-17 12:50:42 -07:00
8860efb371
delint/get basic async checks working 2026-06-11 20:41:21 -07:00
7fffca04c3
update sector bucket logic, remove "mid" tier on analysis 2026-06-10 16:20:03 -07:00
70dba851a8
introduce concept of "bucket" for symbols to provide user-configurable sector dominance calcuation capability 2026-06-10 15:44:02 -07:00
5be11b2f09
add observations engine and acknowledgement journal 2026-06-10 15:43:52 -07:00
6fbbf48486
add new review command/tab 2026-06-05 13:16:25 -07:00
fdd0c97480
switch to parse_allocator = .none (fix production segfaults)
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2026-06-02 15:16:11 -07:00
195933176f umbrella insurance in analysis command 2026-05-31 10:04:31 -07:00
2306e1a9c9 add analysis bucketing 2026-05-30 11:29:46 -07:00
7fb674f467 enrich enrich command, remove AlphaVantage
This (huge) commit pulls out AlphaVantage in favor of utilizing
Wikidata and SEC EDGAR data sources (both free). It uses some
built-in heuristics to fill in gaps, and it is not 100% (never
will be), but should get close enough to allow hand-editing of
metadata.srf afterwords without too much labor
2026-05-30 10:40:34 -07:00
52afd75696 update srf/wire edgar and wikidata into service 2026-05-29 12:23:43 -07:00
4a5a3612e3 tweak tests 2026-05-23 11:25:39 -07:00
26e8399178 do not allow matured/closed options to clamp open positions 2026-05-23 10:03:43 -07:00
a3cfc4e4d2 portfolio loading fixes + full lint pass 2026-05-23 09:51:55 -07:00
4b5063e974 initial wells fargo parsing implementation 2026-05-21 16:14:38 -07:00
c925a1a07c fix tui command line args and make benchmarks configurable 2026-05-21 12:40:18 -07:00
1311948fa1 rectify price return calculations with Tiingo data 2026-05-20 11:47:57 -07:00
858cc6fad5 avoid output under test 2026-05-19 13:44:37 -07:00
6c32e94ab4 use adjClose for charting 2026-05-19 13:43:52 -07:00
42a4297177 add backtest and convergence to tui 2026-05-17 10:37:19 -07:00
ddf32e36da initial projections back test 2026-05-16 19:20:54 -07:00
1f71b1c6f3 add trailing returns for the week 2026-05-16 13:40:25 -07:00
80a00009d8 land date refactor (similar to money) 2026-05-12 21:40:32 -07:00
3615c4caf8 initial implementation of pre-retirement projections/accumulation phase 2026-05-12 16:37:28 -07:00
2616209614 add ability to use imported history data 2026-05-12 10:52:43 -07:00
53b807d12e upgrade to zig 0.16.0
IO-as-an-interface refactor across the codebase. The big shifts:
- std.io → std.Io, std.fs → std.Io.Dir/File, std.process.Child → spawn/run.
- Juicy Main: pub fn main(init: std.process.Init) gives gpa, io, arena,
  environ_map up front. main.zig + the build/ scripts use it directly.
- Threading io through everywhere that touches the outside world (HTTP,
  files, stderr, sleep, terminal detection). Functions taking `io` now
  announce side effects at the call site — the smell is the feature.
- date math takes `as_of: Date`, not `today: Date`. Caller resolves
  `--as-of` flag vs wall-clock at the boundary; the function operates
  on whatever date it's given. Every "today" parameter renamed and
  the as_of: ?Date + today: Date pattern collapsed.
- now_s: i64 (or before_s/after_s pairs) for sub-second metadata
  fields like snapshot captured_at, audit cadence, formatAge/fmtTimeAgo.
  Also pure and testable.
- legitimate Timestamp.now callers (cache TTL math, FetchResult
  timestamps, rate limiter, per-frame TUI "now" captures) gain
  `// wall-clock required: ...` comments justifying the read.

Test discovery: replaced the local refAllDeclsRecursive with bare
std.testing.refAllDecls(@This()). Sema-pulling main.zig's top-level
decls reaches every test file transitively through the import graph;
no explicit _ = @import(...) lines needed.

Cleanup along the way:
- Dropped DataService.allocator()/io() accessor methods; renamed the
  fields to drop the base_ prefix. Callers use self.allocator and
  self.io directly.
- Dropped now-vestigial io parameters from buildSnapshot,
  analyzePortfolio, compareSchwabSummary, compareAccounts,
  buildPortfolioData, divs.display, quote.display, parsePortfolioOpts,
  aggregateLiveStocks, renderEarningsLines, capitalGainsIndicator,
  aggregateDripLots, printLotRow, portfolio.display, printSnapNote.
- Dropped the unused contributions.computeAttribution date-form
  wrapper (only computeAttributionSpec is called).
- formatAge/fmtTimeAgo take (before_s, after_s) instead of io and
  reading the clock internally.
- parseProjectionsConfig uses an internal stack-buffer
  FixedBufferAllocator instead of an allocator parameter.
- ThreadSafeAllocator wrappers in cache concurrency tests dropped
  (0.16's DebugAllocator is thread-safe by default).
- analyzePortfolio bug surfaced by the rename: snapshot.zig was
  passing wall-clock today instead of as_of, mis-valuing cash/CDs
  for historical backfills.

83 new unit tests added due to removal of IO, bringing coverage from 58%
-> 64%
2026-05-09 22:40:33 -07:00
24dd862abc nag when data is stale 2026-05-08 14:47:31 -07:00
91bdd1d648 move ** -> @splat 2026-05-08 12:36:12 -07:00
77ec6945a0 add age-based horizon to projections 2026-05-08 11:40:33 -07:00
ea1a88442a output ratio suggestions to reconcile Schwab direct indexing accounts 2026-05-04 15:14:37 -07:00
17225326de clean up contributions command 2026-05-02 11:02:06 -07:00
b241feeaf0 incorporate life events (e.g. social security) into projections 2026-04-30 10:10:44 -07:00
33d5d7cbb4 initial commit projections TUI tab 2026-04-28 10:30:13 -07:00
a8d78ee3c6 add CLI command for projections 2026-04-27 17:36:37 -07:00
e6bd38d4c3 fixes for analysis processing 2026-04-27 16:49:27 -07:00