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c0dca12623
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single definition of closed lot
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2026-09-24 15:28:25 -07:00 |
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ce65b3c2f8
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route projections file parse semantics through lint
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2026-09-24 07:14:30 -07:00 |
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40869cb3a4
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lint srf files in audit / doctor commands
This also provides ensurance through zig build test that all
fields are documented in markdown so they do not get out of sync
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2026-09-24 06:39:23 -07:00 |
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3f9cb33be0
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snap performance for weekly returns
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2026-08-31 08:18:51 -07:00 |
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efb4d57c23
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normalize benchmark so cash does not artificially drag the return
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2026-08-31 08:17:24 -07:00 |
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34d37e32a8
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remove extra pre-multiply on manual snapshot price data
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2026-08-27 15:43:36 -07:00 |
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2f87927bcb
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show daily change, including intraday in tui
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2026-08-27 13:08:03 -07:00 |
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cf76598659
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ensure snapshots worker is passing the raw price map
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2026-08-27 11:13:18 -07:00 |
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08497a3270
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mixed-share treatment in compare
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2026-08-27 09:19:01 -07:00 |
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ad55d59f5c
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fix option valuation in analysis
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2026-08-27 08:14:18 -07:00 |
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a14b1ba4bc
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fix/document non-default benchmark stock/bond
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2026-08-27 08:01:50 -07:00 |
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77b5e38313
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fix manual_price -> price ratio discriminator
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2026-08-27 07:32:49 -07:00 |
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6dea255377
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fix bug with synthetic securities (with ratio) gain/loss miscalculation in rollups
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2026-08-26 21:07:07 -07:00 |
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5ae4065d9e
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better errors for malformed portfolio files
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2026-08-19 15:45:02 -07:00 |
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12eace86b2
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clean separation of user vs machine-edited srf files
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2026-08-19 13:52:48 -07:00 |
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e3ce8f32a1
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build portfolio risk from a total-return index
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2026-08-17 20:01:06 -07:00 |
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6674969001
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consolidate returns calculations
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2026-08-17 19:39:45 -07:00 |
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26a7112572
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add diagnose command, properly handle demand tracked vs always refreshed symbols
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2026-08-11 17:49:10 -07:00 |
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12e131fef8
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add observation for missing dividend history
Generic zig build / build (push) Successful in 6m32s
Generic zig build / publish-macos (push) Successful in 12s
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2026-08-03 21:54:43 -07:00 |
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d434395daa
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report if cash only exists in the portfolio, not at broker (probably 0)
Generic zig build / build (push) Successful in 4m59s
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2026-08-03 13:07:19 -07:00 |
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a107008b35
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separate ratio suggestion calculation from display, export types for others to use
Generic zig build / build (push) Successful in 4m55s
Generic zig build / publish-macos (push) Successful in 11s
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2026-08-02 09:25:55 -07:00 |
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940c745dd3
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separate audit compute from audit display
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2026-08-02 09:07:12 -07:00 |
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4f1ca3d34d
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add ability to handle opaque 401(k)s with new tax_mix fields
Generic zig build / build (push) Successful in 5m19s
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2026-08-01 15:32:33 -07:00 |
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1bea4d621a
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delete dead code
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2026-07-25 11:07:08 -07:00 |
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e5726feffd
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first class support for tax loss harvesting amounts
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2026-07-25 10:16:28 -07:00 |
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48b422cba4
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stock split handling
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2026-07-06 12:29:50 -07:00 |
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027f3b67ab
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add docs relating to comprehension of dividend-focused holdings vs other
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2026-06-29 08:33:40 -07:00 |
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4ed15c7cf4
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projection modeling enhancements based on youngest in a couple + documentation
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2026-06-28 14:29:30 -07:00 |
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020fb2db77
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suppress output on tests
Generic zig build / build (push) Successful in 5m39s
Generic zig build / publish-macos (push) Successful in 11s
Generic zig build / deploy (push) Successful in 18s
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2026-06-28 08:09:18 -07:00 |
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f1f665758c
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implement per-account audit large lot threshold overrides
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2026-06-27 14:01:29 -07:00 |
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6827b70f85
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draw vertical line on projections chart for projected retirement date
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2026-06-27 10:20:49 -07:00 |
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120c51bce4
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implementation of spending smile
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2026-06-26 14:54:59 -07:00 |
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e6ec5fdac1
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centralize charting/extract shared helpers, prepare for kitty-chart history
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2026-06-26 10:25:05 -07:00 |
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da9982d766
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covered call adjustments per account
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2026-06-25 14:48:35 -07:00 |
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47462aaab5
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allow for configured max accumulation years
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2026-06-25 14:38:51 -07:00 |
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1f2b6b32de
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add configurable return cap
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2026-06-25 10:37:53 -07:00 |
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d619091831
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full emdash (and other) scrub
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2026-06-25 10:13:25 -07:00 |
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cd2ccb4c43
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add label field, let notes field be strictly for notes
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2026-06-24 16:13:47 -07:00 |
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d301466345
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match only on the calculated symbol, never on display (which could pick up notes)
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2026-06-24 16:13:46 -07:00 |
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221106b880
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cleanup dead code / be clear about test convenience wrappers
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2026-06-24 09:25:53 -07:00 |
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d078bc5a62
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add fund expense ratio for projections/description of deltas vis-a-vis FireCALC
Generic zig build / build (push) Successful in 4m34s
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2026-06-24 09:02:57 -07:00 |
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1c4f85f8da
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add exposure command
Generic zig build / build (push) Successful in 5m58s
Generic zig build / publish-macos (push) Successful in 13s
Generic zig build / deploy (push) Successful in 27s
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2026-06-17 12:50:42 -07:00 |
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8860efb371
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delint/get basic async checks working
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2026-06-11 20:41:21 -07:00 |
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7fffca04c3
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update sector bucket logic, remove "mid" tier on analysis
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2026-06-10 16:20:03 -07:00 |
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70dba851a8
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introduce concept of "bucket" for symbols to provide user-configurable sector dominance calcuation capability
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2026-06-10 15:44:02 -07:00 |
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5be11b2f09
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add observations engine and acknowledgement journal
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2026-06-10 15:43:52 -07:00 |
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6fbbf48486
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add new review command/tab
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2026-06-05 13:16:25 -07:00 |
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fdd0c97480
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switch to parse_allocator = .none (fix production segfaults)
Generic zig build / build (push) Successful in 4m35s
Generic zig build / publish-macos (push) Successful in 13s
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2026-06-02 15:16:11 -07:00 |
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195933176f
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umbrella insurance in analysis command
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2026-05-31 10:04:31 -07:00 |
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2306e1a9c9
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add analysis bucketing
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2026-05-30 11:29:46 -07:00 |
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