Commit graph

56 commits

Author SHA1 Message Date
42a4297177 add backtest and convergence to tui 2026-05-17 10:37:19 -07:00
ddf32e36da initial projections back test 2026-05-16 19:20:54 -07:00
1f71b1c6f3 add trailing returns for the week 2026-05-16 13:40:25 -07:00
80a00009d8 land date refactor (similar to money) 2026-05-12 21:40:32 -07:00
3615c4caf8 initial implementation of pre-retirement projections/accumulation phase 2026-05-12 16:37:28 -07:00
2616209614 add ability to use imported history data 2026-05-12 10:52:43 -07:00
53b807d12e upgrade to zig 0.16.0
IO-as-an-interface refactor across the codebase. The big shifts:
- std.io → std.Io, std.fs → std.Io.Dir/File, std.process.Child → spawn/run.
- Juicy Main: pub fn main(init: std.process.Init) gives gpa, io, arena,
  environ_map up front. main.zig + the build/ scripts use it directly.
- Threading io through everywhere that touches the outside world (HTTP,
  files, stderr, sleep, terminal detection). Functions taking `io` now
  announce side effects at the call site — the smell is the feature.
- date math takes `as_of: Date`, not `today: Date`. Caller resolves
  `--as-of` flag vs wall-clock at the boundary; the function operates
  on whatever date it's given. Every "today" parameter renamed and
  the as_of: ?Date + today: Date pattern collapsed.
- now_s: i64 (or before_s/after_s pairs) for sub-second metadata
  fields like snapshot captured_at, audit cadence, formatAge/fmtTimeAgo.
  Also pure and testable.
- legitimate Timestamp.now callers (cache TTL math, FetchResult
  timestamps, rate limiter, per-frame TUI "now" captures) gain
  `// wall-clock required: ...` comments justifying the read.

Test discovery: replaced the local refAllDeclsRecursive with bare
std.testing.refAllDecls(@This()). Sema-pulling main.zig's top-level
decls reaches every test file transitively through the import graph;
no explicit _ = @import(...) lines needed.

Cleanup along the way:
- Dropped DataService.allocator()/io() accessor methods; renamed the
  fields to drop the base_ prefix. Callers use self.allocator and
  self.io directly.
- Dropped now-vestigial io parameters from buildSnapshot,
  analyzePortfolio, compareSchwabSummary, compareAccounts,
  buildPortfolioData, divs.display, quote.display, parsePortfolioOpts,
  aggregateLiveStocks, renderEarningsLines, capitalGainsIndicator,
  aggregateDripLots, printLotRow, portfolio.display, printSnapNote.
- Dropped the unused contributions.computeAttribution date-form
  wrapper (only computeAttributionSpec is called).
- formatAge/fmtTimeAgo take (before_s, after_s) instead of io and
  reading the clock internally.
- parseProjectionsConfig uses an internal stack-buffer
  FixedBufferAllocator instead of an allocator parameter.
- ThreadSafeAllocator wrappers in cache concurrency tests dropped
  (0.16's DebugAllocator is thread-safe by default).
- analyzePortfolio bug surfaced by the rename: snapshot.zig was
  passing wall-clock today instead of as_of, mis-valuing cash/CDs
  for historical backfills.

83 new unit tests added due to removal of IO, bringing coverage from 58%
-> 64%
2026-05-09 22:40:33 -07:00
24dd862abc nag when data is stale 2026-05-08 14:47:31 -07:00
91bdd1d648 move ** -> @splat 2026-05-08 12:36:12 -07:00
77ec6945a0 add age-based horizon to projections 2026-05-08 11:40:33 -07:00
ea1a88442a output ratio suggestions to reconcile Schwab direct indexing accounts 2026-05-04 15:14:37 -07:00
17225326de clean up contributions command 2026-05-02 11:02:06 -07:00
b241feeaf0 incorporate life events (e.g. social security) into projections 2026-04-30 10:10:44 -07:00
33d5d7cbb4 initial commit projections TUI tab 2026-04-28 10:30:13 -07:00
a8d78ee3c6 add CLI command for projections 2026-04-27 17:36:37 -07:00
e6bd38d4c3 fixes for analysis processing 2026-04-27 16:49:27 -07:00
8c9579d4e5 master audit command to do all the things 2026-04-25 14:58:37 -07:00
23ead4c65f just defer 2026-04-25 13:13:16 -07:00
94494c60ee ai: merge multiple positions with price_ratio fields 2026-04-25 11:15:41 -07:00
9af99ef8c8 history view refactor 2026-04-23 16:02:34 -07:00
bc7605d0c6 filter non-stock totals by open-as-of 2026-04-23 07:24:49 -07:00
fc0b2d9334 centralize calculation of effective price and market value 2026-04-23 05:45:39 -07:00
efb05801cb fix portfolio account totals/honor as_of date 2026-04-23 02:43:04 -07:00
f99b9b041c use candles for pricing/implement --as-of parameter 2026-04-22 22:04:45 -07:00
ee979eb794 initial commit for new portfolio history (UI will change) 2026-04-22 12:40:54 -07:00
eb97480820 add valuation netWorth 2026-04-21 13:07:24 -07:00
323af8a351 clean up performance.zig 2026-04-21 12:34:10 -07:00
a1aec7be6a add audit command (fidelity only for now) 2026-04-09 17:33:02 -07:00
5b8c163291 merge adj_close and div reinvestment strategies to compensate for data inconsistency 2026-03-29 10:53:24 -07:00
167c960685 disable twelvedata candles due to inconsistent dividend handling 2026-03-24 18:17:19 -07:00
248e98d683 morningstar apparently snaps backward 2026-03-24 05:23:35 -07:00
239fd61ac8 use adj_close returns in most cases (accounting for splits and dividends 2026-03-24 05:14:30 -07:00
9353ebc347 synthesize money market data if candles do not cover dividend data 2026-03-21 13:24:14 -07:00
f02093928c cache chart and use sliding windows on bollinger bands 2026-03-20 09:23:41 -07:00
5acce9d0bf refactor risk module/better sharpe ratios/adjust valuation for covered calls 2026-03-17 09:45:30 -07:00
b50091bd82 centralize annualized return calc 2026-03-12 09:58:00 -07:00
71ec785e49 make price ratio non-null 2026-03-11 15:34:47 -07:00
31d18e28bd allow setting price ratio 2026-03-11 15:09:56 -07:00
b4024ea03d adjust 1 year return threshold to allow for landing the snap on weekends/holidays 2026-03-11 12:00:03 -07:00
868fcd98d3 move isCusipLike / deal with default risk rate 2026-03-10 15:53:51 -07:00
20c91deb3d store.zig refactored and reviewed 2026-03-09 16:58:12 -07:00
d4a5818f68 move to srf iterator/bail early when possible 2026-03-09 09:56:42 -07:00
a776edf57e move tax type to enum 2026-03-06 13:51:19 -08:00
471c8639d8 utilize srf library from/to most concrete types 2026-03-04 17:10:01 -08:00
ecf3d71d97 update pnl -> gain_loss 2026-03-03 13:32:56 -08:00
8f8744d781 ai: skip fetch only if price:: set but no ticker:: alias 2026-03-01 13:09:06 -08:00
acfd1ac769 move isCusipLike to a more generic place 2026-03-01 12:45:26 -08:00
390fd73497 ai: deduplicate cli/tli display functions 2026-03-01 11:57:29 -08:00
54c6af8d6d ai: add tests to tui 2026-03-01 11:22:37 -08:00
333383647c ai: analysis tab, various fixes 2026-02-27 08:15:28 -08:00