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f99b9b041c
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use candles for pricing/implement --as-of parameter
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2026-04-22 22:04:45 -07:00 |
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67f2d4d7d0
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flip columns
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2026-04-22 15:34:43 -07:00 |
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ee979eb794
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initial commit for new portfolio history (UI will change)
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2026-04-22 12:40:54 -07:00 |
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05d2fce9a5
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move snapshot types into a new model for reuse
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2026-04-22 03:54:33 -07:00 |
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75570419c5
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enable early skip check when cache is fresh
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2026-04-22 01:15:00 -07:00 |
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edd9fc0c74
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add snapshot command
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2026-04-21 21:24:54 -07:00 |
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8c3435cd96
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net worth calc
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2026-04-21 13:32:42 -07:00 |
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281a49cdde
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move git out of contributions
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2026-04-21 13:13:49 -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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f610b81474
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add version command
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2026-04-21 11:53:00 -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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376000731b
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file path seperators
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2026-04-09 17:33:41 -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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2b1880fa46
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fix watchlist loading
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2026-03-31 17:11:03 -07:00 |
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4e0270c884
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create a view model for options and cds that is reused between cli/tui
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2026-03-31 17:02:32 -07:00 |
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64621429f9
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cache command updates
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2026-03-21 08:45:27 -07:00 |
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678c70467a
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rework the data load
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2026-03-20 09:48:03 -07:00 |
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6181305aa8
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clean up history/enrich
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2026-03-20 09:07:47 -07:00 |
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70b88c0cc2
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clean up options
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2026-03-20 08:58:30 -07:00 |
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f227cfc655
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clean up quote
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2026-03-20 08:51:49 -07:00 |
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85828fc851
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clean up analysis
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2026-03-20 08:40:04 -07:00 |
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2aaa3e91af
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clean up earnings
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2026-03-20 08:12:53 -07:00 |
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5f57a63ebc
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clean up perf
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2026-03-19 14:32:03 -07:00 |
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0099edcb10
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portfolio cli/tui cleanup
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2026-03-19 14:25:13 -07:00 |
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5756934d6e
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consolidate shared portfolio summary calculations
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2026-03-19 13:28:18 -07:00 |
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04358e5561
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consolidate drip summary
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2026-03-19 13:04:20 -07:00 |
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a9af5f1fa4
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consolidate watchlist loading/use srf
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2026-03-19 13:00:57 -07:00 |
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ccdbfdeac2
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remove old comment/reuse symbols
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2026-03-19 12:50:51 -07:00 |
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5acce9d0bf
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refactor risk module/better sharpe ratios/adjust valuation for covered calls
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2026-03-17 09:45:30 -07:00 |
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868fcd98d3
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move isCusipLike / deal with default risk rate
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2026-03-10 15:53:51 -07:00 |
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d2867a58e8
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clean up format.zig/remove it from exported module
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2026-03-10 15:13:20 -07:00 |
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41105989c7
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title case for etf sectors, force upper case on symbol search
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2026-03-06 15:11:04 -08:00 |
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b5af45bf5a
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introduce deinit on Dividend
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2026-03-06 14:59:14 -08:00 |
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46862519b6
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ai: remove most manual type conversion in favor of srf
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2026-03-06 10:59:33 -08:00 |
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471c8639d8
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utilize srf library from/to most concrete types
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2026-03-04 17:10:01 -08:00 |
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ecf3d71d97
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update pnl -> gain_loss
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2026-03-03 13:32:56 -08:00 |
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057f317de2
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root.zig review
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2026-03-03 12:58:14 -08:00 |
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bef92ddfd9
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title case sector in enrich command
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2026-03-03 12:27:23 -08:00 |
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fed140b2bc
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ai: provide fetch progress info when tui starts
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2026-03-03 12:00:41 -08:00 |
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145b02c0bf
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add market value of lots to CLI/TUI display
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2026-03-02 08:58:34 -08:00 |
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7288d74d4f
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ai: restore progress in CLI/add to TUI
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2026-03-02 08:42:30 -08:00 |
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2a6d85cf25
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ai: fix and centralize portfolio value calculation
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2026-03-02 08:35:36 -08:00 |
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acfd1ac769
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move isCusipLike to a more generic place
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2026-03-01 12:45:26 -08:00 |
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390fd73497
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ai: deduplicate cli/tli display functions
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2026-03-01 11:57:29 -08:00 |
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