e6ec5fdac1
centralize charting/extract shared helpers, prepare for kitty-chart history
2026-06-26 10:25:05 -07:00
097fe68d35
additional tests/bump coverage floor
2026-06-25 14:46:09 -07:00
7e9261f92f
add in-kind transfer capability
2026-06-25 13:49:29 -07:00
d619091831
full emdash (and other) scrub
2026-06-25 10:13:25 -07:00
068913db00
allow imported data to be used in cli projections commands
2026-06-24 16:22:24 -07:00
c46d39a954
handle every hand-edited field in import command
2026-06-24 16:13:49 -07:00
7bc19eafb7
preserve label, ticker and note fields in import command
2026-06-24 16:13:47 -07:00
cd2ccb4c43
add label field, let notes field be strictly for notes
2026-06-24 16:13:47 -07:00
be888069c0
split audit by broker
2026-06-24 16:06:23 -07:00
a9b5b8fe19
projections: suppress output of percentage data when accumulation mode exists
2026-06-24 14:53:45 -07:00
de19e3e760
add ability to detect missing accounts during audit
2026-06-24 14:42:12 -07:00
9c06d25da3
scrub git env variables from all tests
2026-06-24 11:08:37 -07:00
bd0483b26e
make command flag parsing more strict
2026-06-24 10:55:06 -07:00
7e6102cc5f
add name to quote command/tab
2026-06-24 10:33:02 -07:00
c832ecf1bf
add doctor command
2026-06-20 16:53:01 -07:00
839f0e759f
collapse expired options/matured cds
2026-06-19 17:39:22 -07:00
e246d1e9fe
rely on cache clear to delete data - force refresh now simply tops off the candle data
2026-06-19 09:56:56 -07:00
2268f1dfd0
tighten manual price hygiene / compare to penny on cash lots in audit
2026-06-19 09:44:48 -07:00
1c4f85f8da
add exposure command
Generic zig build / build (push) Successful in 5m58s
Generic zig build / publish-macos (push) Successful in 13s
Generic zig build / deploy (push) Successful in 27s
2026-06-17 12:50:42 -07:00
78ffecba4f
remove remaining AlphaVantage code
2026-06-16 19:44:30 -07:00
415071b955
dedup cusip cache and actually use the cache
2026-06-16 16:00:53 -07:00
8860efb371
delint/get basic async checks working
2026-06-11 20:41:21 -07:00
7fffca04c3
update sector bucket logic, remove "mid" tier on analysis
2026-06-10 16:20:03 -07:00
70dba851a8
introduce concept of "bucket" for symbols to provide user-configurable sector dominance calcuation capability
2026-06-10 15:44:02 -07:00
cd6e22f5ba
update enrich to output names
2026-06-10 15:44:00 -07:00
543228209c
pull all TUI portfolio data into its own struct
2026-06-10 15:43:58 -07:00
b6050bb653
explicit allocator parameters in cache store/service tier, store arena in TUI PortfolioData
2026-06-10 15:43:57 -07:00
474d288c4c
include observations in review tab
2026-06-10 15:43:55 -07:00
a48dc47837
use lot calculations instead of reinventing the wheel
Generic zig build / build (push) Successful in 4m24s
Generic zig build / publish-macos (push) Successful in 12s
Generic zig build / deploy (push) Successful in 19s
2026-06-06 15:07:28 -07:00
6fbbf48486
add new review command/tab
2026-06-05 13:16:25 -07:00
b796a46699
move Wikidata -> edgar logic into getClassification
Generic zig build / build (push) Successful in 4m20s
Generic zig build / deploy (push) Successful in 17s
Generic zig build / publish-macos (push) Successful in 41s
2026-06-01 16:11:09 -07:00
4d65cc45f4
estimateWaitSeconds needs to take a data type due to provider diffs
Generic zig build / build (push) Successful in 9m51s
Generic zig build / publish-macos (push) Successful in 10s
Generic zig build / deploy (push) Successful in 25s
2026-06-01 12:32:27 -07:00
195933176f
umbrella insurance in analysis command
2026-05-31 10:04:31 -07:00
2306e1a9c9
add analysis bucketing
2026-05-30 11:29:46 -07:00
85c9a48969
sector/geo inference for enrich command
2026-05-30 11:21:40 -07:00
7fb674f467
enrich enrich command, remove AlphaVantage
...
This (huge) commit pulls out AlphaVantage in favor of utilizing
Wikidata and SEC EDGAR data sources (both free). It uses some
built-in heuristics to fill in gaps, and it is not 100% (never
will be), but should get close enough to allow hand-editing of
metadata.srf afterwords without too much labor
2026-05-30 10:40:34 -07:00
52afd75696
update srf/wire edgar and wikidata into service
2026-05-29 12:23:43 -07:00
56e462fae9
surface data gaps in alphavantage through enrich
2026-05-24 10:28:54 -07:00
4d6060552a
track multiple portfolio files in past revisions as well
2026-05-24 09:44:35 -07:00
4d3aae2d69
fix commands that were still looking at single files
2026-05-23 18:50:44 -07:00
68229b52c3
match wells fargo import on account number as well
2026-05-23 11:46:38 -07:00
4a5a3612e3
tweak tests
2026-05-23 11:25:39 -07:00
4bb29f1432
fix transaction log matcher reflecting real world usage
2026-05-23 11:25:12 -07:00
a3cfc4e4d2
portfolio loading fixes + full lint pass
2026-05-23 09:51:55 -07:00
415123f6a6
single code path for portfolio loading
2026-05-23 08:44:46 -07:00
e6728e9507
import merge capabilities
2026-05-23 08:09:31 -07:00
4b5063e974
initial wells fargo parsing implementation
2026-05-21 16:14:38 -07:00
8b470ccb22
initial implementation of import command
2026-05-21 15:18:23 -07:00
aa3ad5fe91
split audit by brokerage in prep for import command
2026-05-21 14:50:24 -07:00
b92447b8e7
handle multiple portfolio paths - default file name portfolio*.srf
2026-05-21 14:04:59 -07:00
