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d4c944f1bb
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surface suspected account cash transfers through audit command
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2026-05-07 14:32:36 -07:00 |
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ea1a88442a
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output ratio suggestions to reconcile Schwab direct indexing accounts
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2026-05-04 15:14:37 -07:00 |
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8b6e10ea10
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use new common cli helpers throughout
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2026-05-01 16:22:19 -07:00 |
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8c9579d4e5
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master audit command to do all the things
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2026-04-25 14:58:37 -07:00 |
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94494c60ee
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ai: merge multiple positions with price_ratio fields
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2026-04-25 11:15:41 -07:00 |
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1f8e10c0f3
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add fidelity option matching and a summary including price ratio updates
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2026-04-25 10:22:14 -07:00 |
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a9321c343c
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ignore option mark to market in schwab
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2026-04-25 09:07:13 -07:00 |
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6ec6bd634b
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skip price_ratio on avg_cost fallback
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2026-04-23 06:55:27 -07:00 |
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fc0b2d9334
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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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4b1989c91a
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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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04ea95f21f
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add contributions command
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2026-04-20 05:17:41 -07:00 |
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38ce7e288d
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introduce ZFIN_HOME
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2026-04-17 12:19:19 -07:00 |
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03fd64958b
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centralize portfolio value
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2026-04-11 10:17:29 -07:00 |
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59760a1da8
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centralize accounts.srf loading
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2026-04-11 09:51:25 -07:00 |
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a9e14f7eb5
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better heuristics on cash-like thingies
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2026-04-10 09:50:22 -07:00 |
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dc5d81ac80
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make ux more useful
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2026-04-10 08:38:51 -07:00 |
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26fd846c8e
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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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a1aec7be6a
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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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