c986df83c1
contributions: support all portfolio files and in account sale/rebuy in same window
2026-08-18 01:29:24 -07:00
5e22e1dccc
extract brokerage discovery and export for downstream
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2026-08-04 12:22:59 -07:00
0b0c18e267
split fetchoptions
2026-08-03 21:52:36 -07:00
a107008b35
separate ratio suggestion calculation from display, export types for others to use
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2026-08-02 09:25:55 -07:00
940c745dd3
separate audit compute from audit display
2026-08-02 09:07:12 -07:00
4f1ca3d34d
add ability to handle opaque 401(k)s with new tax_mix fields
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2026-08-01 15:32:33 -07:00
0e1a4862db
add stale harvesting date checks to audit command
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2026-07-25 10:45:12 -07:00
d59c2da58b
better brokerage detection for csvs
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2026-07-22 09:17:19 -07:00
1888dfda60
longer walkbacks
2026-07-22 09:11:17 -07:00
6e48954190
fidelity detection fix (part 1 - see below)
...
In early July fidelity changed the casing on the CSV headers. This broke
the file detection (Schwab/Fidelity) because zfin was doing a case
sensitive match on these headers. This quick fix addresses this problem,
and a wider fix to make detection less fragile will follow shortly.
2026-07-18 12:14:48 -07:00
550fa4fd88
add end to end hygiene test
2026-07-06 12:46:57 -07:00
48b422cba4
stock split handling
2026-07-06 12:29:50 -07:00
f1f665758c
implement per-account audit large lot threshold overrides
2026-06-27 14:01:29 -07:00
378c0d0e84
aggregate "missing accounts" check for flagless audit
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2026-06-27 12:23:54 -07:00
7e9261f92f
add in-kind transfer capability
2026-06-25 13:49:29 -07:00
d619091831
full emdash (and other) scrub
2026-06-25 10:13:25 -07:00
be888069c0
split audit by broker
2026-06-24 16:06:23 -07:00
