10 commits

Author	SHA1	Message	Date
Emil Lerch	c65ebb9384	utilize srf library from/to most concrete types	2026-03-04 17:10:01 -08:00
Emil Lerch	9819c93cfe	update pnl -> gain_loss	2026-03-03 13:32:56 -08:00
Emil Lerch	6d9374ab77	move isCusipLike to a more generic place	2026-03-01 12:45:26 -08:00
Emil Lerch	facc233976	ai: deduplicate cli/tli display functions	2026-03-01 11:57:29 -08:00
Emil Lerch	a582228765	ai: add tests to tui	2026-03-01 11:22:37 -08:00
Emil Lerch	b4b31c7268	add historical performance for current portfolio	2026-02-26 16:01:27 -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	18827be200	ai generated, functional, no code review yet	2026-02-25 14:10:27 -08:00