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c89e93c243
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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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d3f2f15a2d
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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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9364532c9b
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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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abd5d08af7
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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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8561a130e0
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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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b717c9fa3d
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add valuation netWorth
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2026-04-21 13:07:24 -07:00 |
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fbe8320399
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clean up performance.zig
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2026-04-21 12:34:10 -07:00 |
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f3f9a20824
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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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2ac4156bc1
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merge adj_close and div reinvestment strategies to compensate for data inconsistency
Generic zig build / build (push) Successful in 29s
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2026-03-29 10:53:24 -07:00 |
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ee9d749a6f
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disable twelvedata candles due to inconsistent dividend handling
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2026-03-24 18:17:19 -07:00 |
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5052492ffd
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morningstar apparently snaps backward
Generic zig build / build (push) Successful in 34s
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2026-03-24 05:23:35 -07:00 |
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070f2352f4
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use adj_close returns in most cases (accounting for splits and dividends
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2026-03-24 05:14:30 -07:00 |
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913996072e
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synthesize money market data if candles do not cover dividend data
Generic zig build / build (push) Successful in 30s
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2026-03-21 13:24:14 -07:00 |
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04882a4ff8
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cache chart and use sliding windows on bollinger bands
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2026-03-20 09:23:41 -07:00 |
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1cd775c27e
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refactor risk module/better sharpe ratios/adjust valuation for covered calls
Generic zig build / build (push) Successful in 33s
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2026-03-17 09:45:30 -07:00 |
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724a13a012
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centralize annualized return calc
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2026-03-12 09:58:00 -07:00 |
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7ba1df8ba9
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make price ratio non-null
Generic zig build / build (push) Successful in 29s
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2026-03-11 15:34:47 -07:00 |
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f637740c13
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allow setting price ratio
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2026-03-11 15:09:56 -07:00 |
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2f49a99ca4
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adjust 1 year return threshold to allow for landing the snap on weekends/holidays
Generic zig build / build (push) Successful in 26s
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2026-03-11 12:00:03 -07:00 |
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0ca05ed3b4
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move isCusipLike / deal with default risk rate
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2026-03-10 15:53:51 -07:00 |
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e0129003e6
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store.zig refactored and reviewed
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2026-03-09 16:58:12 -07:00 |
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44dfafd574
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move to srf iterator/bail early when possible
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2026-03-09 09:56:42 -07:00 |
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f1e9321bdc
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move tax type to enum
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2026-03-06 13:51:19 -08:00 |
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c65ebb9384
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utilize srf library from/to most concrete types
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2026-03-04 17:10:01 -08:00 |
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9819c93cfe
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update pnl -> gain_loss
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2026-03-03 13:32:56 -08:00 |
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ea6ac524bb
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ai: skip fetch only if price:: set but no ticker:: alias
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2026-03-01 13:09:06 -08:00 |
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6d9374ab77
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move isCusipLike to a more generic place
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2026-03-01 12:45:26 -08:00 |
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facc233976
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ai: deduplicate cli/tli display functions
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2026-03-01 11:57:29 -08:00 |
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a582228765
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ai: add tests to tui
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2026-03-01 11:22:37 -08:00 |
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6e78818f1c
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ai: analysis tab, various fixes
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2026-02-27 08:15:28 -08:00 |
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b4b31c7268
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add historical performance for current portfolio
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2026-02-26 16:01:27 -08:00 |
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ec3da78241
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ai: display labels from notes if provided on CUSIP securities
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2026-02-26 15:32:59 -08:00 |
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bbb11c29e1
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ai: portfolio sorting
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2026-02-26 14:10:19 -08:00 |
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635e0931f9
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ai: show failing stocks, include on portfolio
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2026-02-26 12:57:17 -08:00 |
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529143cf49
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ai: bring cli and tui to near parity
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2026-02-26 07:40:51 -08:00 |
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18827be200
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ai generated, functional, no code review yet
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2026-02-25 14:10:27 -08:00 |
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