28 commits

Author	SHA1	Message	Date
Emil Lerch	5b0af2486c	add unit tests for account valuation	2026-04-11 10:22:03 -07:00
Emil Lerch	3171be6f70	centralize portfolio value	2026-04-11 10:17:29 -07:00
Emil Lerch	f3f9a20824	add audit command (fidelity only for now)	2026-04-09 17:33:02 -07:00
Emil Lerch	1cd775c27e	refactor risk module/better sharpe ratios/adjust valuation for covered calls	2026-03-17 09:45:30 -07:00
Emil Lerch	7ba1df8ba9	make price ratio non-null	2026-03-11 15:34:47 -07:00
Emil Lerch	f8a9607bc9	add Yahoo finance into the mix for candles and quotes	2026-03-11 15:31:17 -07:00
Emil Lerch	f637740c13	allow setting price ratio	2026-03-11 15:09:56 -07:00
Emil Lerch	0ca05ed3b4	move isCusipLike / deal with default risk rate	2026-03-10 15:53:51 -07:00
Emil Lerch	535ab7d048	delete dead code	2026-03-10 15:21:24 -07:00
Emil Lerch	e0129003e6	store.zig refactored and reviewed	2026-03-09 16:58:12 -07:00
Emil Lerch	44dfafd574	move to srf iterator/bail early when possible	2026-03-09 09:56:42 -07:00
Emil Lerch	3d679f9d75	introduce deinit on Dividend	2026-03-06 14:59:14 -08:00
Emil Lerch	57b0811ecd	ai: remove most manual type conversion in favor of srf	2026-03-06 10:59:33 -08:00
Emil Lerch	c65ebb9384	utilize srf library from/to most concrete types	2026-03-04 17:10:01 -08:00
Emil Lerch	d6a104d2d5	classification.zig to use srf parser	2026-03-03 13:41:34 -08:00
Emil Lerch	9819c93cfe	update pnl -> gain_loss	2026-03-03 13:32:56 -08:00
Emil Lerch	ea6ac524bb	ai: skip fetch only if price:: set but no ticker:: alias	2026-03-01 13:09:06 -08:00
Emil Lerch	a582228765	ai: add tests to tui	2026-03-01 11:22:37 -08:00
Emil Lerch	6e78818f1c	ai: analysis tab, various fixes	2026-02-27 08:15:28 -08:00
Emil Lerch	b4b31c7268	add historical performance for current portfolio	2026-02-26 16:01:27 -08:00
Emil Lerch	5aed55665c	ai: add illiquid assets	2026-02-26 15:51:55 -08:00
Emil Lerch	ec3da78241	ai: display labels from notes if provided on CUSIP securities	2026-02-26 15:32:59 -08:00
Emil Lerch	bbb11c29e1	ai: portfolio sorting	2026-02-26 14:10:19 -08:00
Emil Lerch	635e0931f9	ai: show failing stocks, include on portfolio	2026-02-26 12:57:17 -08:00
Emil Lerch	7d72fe734c	ai: handle drip investments	2026-02-26 10:06:27 -08:00
Emil Lerch	bec1dcff2c	ai: options, cds, cash and bug fixes	2026-02-26 08:52:35 -08:00
Emil Lerch	529143cf49	ai: bring cli and tui to near parity	2026-02-26 07:40:51 -08:00
Emil Lerch	18827be200	ai generated, functional, no code review yet	2026-02-25 14:10:27 -08:00