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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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67c62d1550
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bump coverage floor
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2026-04-23 02:47:17 -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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58c20a4de9
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cleanup of _mod imports
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2026-04-23 02:01:25 -07:00 |
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b3ebc3f986
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dedup the snapshot loading function
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2026-04-23 01:25:00 -07:00 |
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1ef8ffd10d
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allow determining portfolio positions for a specific date
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2026-04-23 00:36:22 -07:00 |
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dac310e38e
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initial tui history implementation
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2026-04-23 00:32:18 -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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52e7a703bd
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flip columns
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2026-04-22 15:34:43 -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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a7e8dc6030
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move snapshot types into a new model for reuse
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2026-04-22 03:54:33 -07:00 |
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ea0dd624b3
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enable early skip check when cache is fresh
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2026-04-22 01:15:00 -07:00 |
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6ed2ff1f20
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add snapshot command
Generic zig build / build (push) Successful in 1m55s
Generic zig build / deploy (push) Successful in 51s
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2026-04-21 21:24:54 -07:00 |
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8af5c5f696
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add git.zig
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2026-04-21 13:43:26 -07:00 |
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b3c1751eb6
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net worth calc
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2026-04-21 13:32:42 -07:00 |
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f134e701d0
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move git out of contributions
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2026-04-21 13:13:49 -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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7f8e430b59
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clean up audit: centralize money market detection and load portfolio prices
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2026-04-21 12:43:07 -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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0cb3b2948b
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use config defaults
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2026-04-21 12:12:12 -07:00 |
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c938da2e3c
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refactor config/add default files
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2026-04-21 12:08:16 -07:00 |
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a7abc5f5d7
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add version command
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2026-04-21 11:53:00 -07:00 |
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90be7a7306
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add build options for version command
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2026-04-21 11:38:48 -07:00 |
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6493a3745b
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add contributions command
Generic zig build / build (push) Successful in 1m42s
Generic zig build / deploy (push) Successful in 14s
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2026-04-20 05:17:41 -07:00 |
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58d1d8ea0a
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create docker image
Generic zig build / build (push) Successful in 1m41s
Generic zig build / deploy (push) Successful in 22s
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2026-04-18 12:41:22 -07:00 |
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249b5ec2c4
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introduce ZFIN_HOME
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2026-04-17 12:19:19 -07:00 |
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d9ce5b7082
|
add zig 0.16.0 to todo
Generic zig build / build (push) Successful in 27s
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2026-04-14 16:43:08 -07:00 |
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4f3f795420
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add AGENTS.md/add scripts to gitignore
Generic zig build / build (push) Successful in 36s
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2026-04-11 10:35:50 -07:00 |
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ad38fe75c9
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update TODO.md
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2026-04-11 10:27:50 -07:00 |
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5b0af2486c
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add unit tests for account valuation
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2026-04-11 10:22:03 -07:00 |
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3171be6f70
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centralize portfolio value
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2026-04-11 10:17:29 -07:00 |
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518af59717
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centralize accounts.srf loading
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2026-04-11 09:51:25 -07:00 |
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5ee2151a47
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better heuristics on cash-like thingies
Generic zig build / build (push) Successful in 1m7s
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2026-04-10 09:50:22 -07:00 |
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ddd47dad66
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better account filter for interactive mode
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2026-04-10 09:39:26 -07:00 |
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c3c9c21556
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make ux more useful
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2026-04-10 08:38:51 -07:00 |
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6fb582e3da
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add schwab summary and account level audit
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2026-04-10 08:02:57 -07:00 |
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9337c198f4
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reuse common account filtering in portfolio
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2026-04-09 17:41:25 -07:00 |
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f55af318f2
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add todo
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2026-04-09 17:33:55 -07:00 |
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ddf89f926f
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file path seperators
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2026-04-09 17:33:41 -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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d7a4aa6f63
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add international etfs to metadata
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2026-04-09 17:04:00 -07:00 |
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3ae53f15b0
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autodetect watchlist in cwd
Generic zig build / build (push) Successful in 42s
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2026-03-31 17:14:39 -07:00 |
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afcc24be5e
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fix watchlist loading
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2026-03-31 17:11:03 -07:00 |
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1f9f90357f
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create a view model for options and cds that is reused between cli/tui
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2026-03-31 17:02:32 -07:00 |
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9de40e8219
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options and cd display cleanup (TUI)
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2026-03-31 15:47:36 -07:00 |
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31dd551efe
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allow for filtering by account (substantial change to calculations - seems ok)
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2026-03-31 11:03:37 -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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ac5e0639fc
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dedup the cli/tui
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2026-03-25 05:13:17 -07:00 |
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ecadfb492d
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more measured fallback and logging
Generic zig build / build (push) Successful in 31s
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2026-03-24 18:57:22 -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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