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• d078bc5a62
  
  add fund expense ratio for projections/description of deltas vis-a-vis FireCALC master Emil Lerch 2026-06-24 09:02:57 -07:00
• c34e97aadd
  
  add acknowledgements to docs Emil Lerch 2026-06-23 09:29:37 -07:00
• 74fc219afd
  
  add docs/guides Emil Lerch 2026-06-22 14:53:53 -07:00
• c832ecf1bf
  
  add doctor command Emil Lerch 2026-06-20 16:53:01 -07:00
• 839f0e759f
  
  collapse expired options/matured cds Emil Lerch 2026-06-19 17:39:22 -07:00
• ed2c0b8c5d
  
  add zeit todo Emil Lerch 2026-06-19 15:50:42 -07:00
• bd6ba89ea7
  
  change portfolio summary when live pricing is applied Emil Lerch 2026-06-19 15:44:05 -07:00
• c11518d40f
  
  add refreshing/refreshsed indicator on tui status when refresh is requested Emil Lerch 2026-06-19 15:41:40 -07:00
• 9139c36e09
  
  wire tiingo to rate limiter Emil Lerch 2026-06-19 15:10:49 -07:00
• 30787db0ba
  
  update help for correct srf file for key bindings Emil Lerch 2026-06-19 15:04:03 -07:00
• 6ecd16334e
  
  introduce real yahoo-based live quote fetching (limited test - market closed during testing) Emil Lerch 2026-06-19 15:01:18 -07:00
• e246d1e9fe
  
  rely on cache clear to delete data - force refresh now simply tops off the candle data Emil Lerch 2026-06-19 09:56:56 -07:00
• d29cafb298
  
  update mise config for use on risc-v Emil Lerch 2026-06-19 09:45:36 -07:00
• 2268f1dfd0
  
  tighten manual price hygiene / compare to penny on cash lots in audit Emil Lerch 2026-06-19 09:44:48 -07:00
• 1c4f85f8da
  
  add exposure command Emil Lerch 2026-06-17 12:50:42 -07:00
• beb8ed156b
  
  workaround for prek on riscv64. zlint still tbd Emil Lerch 2026-06-17 10:41:08 -07:00
• 78ffecba4f
  
  remove remaining AlphaVantage code Emil Lerch 2026-06-16 19:44:30 -07:00
• 867f9afb8c
  
  add cusip to etf profile Emil Lerch 2026-06-16 16:57:27 -07:00
• 415071b955
  
  dedup cusip cache and actually use the cache Emil Lerch 2026-06-16 16:00:53 -07:00
• d9fd5d5b97
  
  more flexible tui async plan Emil Lerch 2026-06-12 08:17:20 -07:00
• 8860efb371
  
  delint/get basic async checks working Emil Lerch 2026-06-11 20:41:21 -07:00
• b3645a7bd1
  
  convert service to async pattern Emil Lerch 2026-06-11 16:22:26 -07:00
• 2245176cb0
  
  srf parsing optimizations Emil Lerch 2026-06-11 15:28:36 -07:00
• c97551a476
  
  preserve background from line when computing span styles Emil Lerch 2026-06-10 16:24:32 -07:00
• 7fffca04c3
  
  update sector bucket logic, remove "mid" tier on analysis Emil Lerch 2026-06-10 16:20:03 -07:00
• 88df0fe9ad
  
  bug fixes for reload/memory leaks Emil Lerch 2026-06-10 15:34:23 -07:00
• 70dba851a8
  
  introduce concept of "bucket" for symbols to provide user-configurable sector dominance calcuation capability Emil Lerch 2026-06-10 14:47:14 -07:00
• 41027c4efd
  
  add symbol overlay to see what symbols are Emil Lerch 2026-06-10 12:50:20 -07:00
• cd6e22f5ba
  
  update enrich to output names Emil Lerch 2026-06-10 11:09:57 -07:00
• 14f55afb28
  
  update review tab UX/introduce shift+mousewheel for scrolling Emil Lerch 2026-06-10 10:57:25 -07:00
• 860d690090
  
  treat candles separately for great good Emil Lerch 2026-06-10 09:33:25 -07:00
• 543228209c
  
  pull all TUI portfolio data into its own struct Emil Lerch 2026-06-10 08:47:43 -07:00
• b6050bb653
  
  explicit allocator parameters in cache store/service tier, store arena in TUI PortfolioData Emil Lerch 2026-06-09 15:54:13 -07:00
• f597c0cbef
  
  async load candles/dividends when loading portfolio Emil Lerch 2026-06-09 14:24:07 -07:00
• 474d288c4c
  
  include observations in review tab Emil Lerch 2026-06-09 13:27:16 -07:00
• 4ed3b91fce
  
  add observations view to allow displaying checks Emil Lerch 2026-06-09 12:40:58 -07:00
• ae8061d618
  
  add multi-line editing capabilities to input_buffer.zig Emil Lerch 2026-06-09 12:39:42 -07:00
• 5be11b2f09
  
  add observations engine and acknowledgement journal Emil Lerch 2026-06-09 12:30:21 -07:00
• fcdfa8437f
  
  separate keyboard scroll from mouse scroll Emil Lerch 2026-06-09 11:22:49 -07:00
• a48dc47837
  
  use lot calculations instead of reinventing the wheel Emil Lerch 2026-06-06 15:07:28 -07:00
• 6fbbf48486
  
  add new review command/tab Emil Lerch 2026-06-05 13:16:25 -07:00
• 79ffbeb078
  
  bump size of chart numbers on history tui tab Emil Lerch 2026-06-03 07:09:20 -07:00
• 7f204747ad
  
  scrub GIT_* environment variables in gitInTestRepo Emil Lerch 2026-06-02 15:42:16 -07:00
• fdd0c97480
  
  switch to parse_allocator = .none (fix production segfaults) Emil Lerch 2026-06-02 15:16:11 -07:00
• b7b492e494
  
  update AGENTS.md Emil Lerch 2026-06-02 12:49:58 -07:00
• d7a86cd639
  
  avoid output when processing 404 Emil Lerch 2026-06-01 16:46:04 -07:00
• b796a46699
  
  move Wikidata -> edgar logic into getClassification Emil Lerch 2026-06-01 16:11:09 -07:00
• 4d65cc45f4
  
  estimateWaitSeconds needs to take a data type due to provider diffs Emil Lerch 2026-06-01 12:32:27 -07:00
• 60435b645f
  
  lower polygon limit - seeing 429s in logs Emil Lerch 2026-06-01 12:22:46 -07:00
• b9416dab7f
  
  delint polygon Emil Lerch 2026-06-01 12:21:24 -07:00
• 95d57d43ec
  
  fix(polygon): clear next_url between free and re-assign in pagination Emil Lerch 2026-06-01 12:14:55 -07:00
• 4639edd813
  
  defensive tests for double free seen in prod Emil Lerch 2026-06-01 12:09:28 -07:00
• f54faf4732
  
  add jitter to splits and dividends Emil Lerch 2026-06-01 11:57:48 -07:00
• 641a88b0b7 README update Emil Lerch 2026-05-31 11:30:12 -07:00
• 195933176f umbrella insurance in analysis command Emil Lerch 2026-05-31 10:04:31 -07:00
• 2306e1a9c9 add analysis bucketing Emil Lerch 2026-05-30 11:29:46 -07:00
• 85c9a48969 sector/geo inference for enrich command Emil Lerch 2026-05-30 11:21:40 -07:00
• d9fc17cf15 initial attempt - macos build/publish Emil Lerch 2026-05-30 10:49:49 -07:00
• 7fb674f467 enrich enrich command, remove AlphaVantage Emil Lerch 2026-05-30 10:40:34 -07:00
• 52afd75696 update srf/wire edgar and wikidata into service Emil Lerch 2026-05-29 12:23:43 -07:00
• cc2087fd07 add Edgar/Wikidata providers that will replace AlphaVantage Emil Lerch 2026-05-27 10:14:06 -07:00
• dfd64bf511 introduce jitter capabilities to ttl in prep for new data types in store Emil Lerch 2026-05-26 10:53:38 -07:00
• 4f13144365 bump prek to newer version Emil Lerch 2026-05-24 10:35:28 -07:00
• 56e462fae9 surface data gaps in alphavantage through enrich Emil Lerch 2026-05-24 10:28:54 -07:00
• 4d6060552a track multiple portfolio files in past revisions as well Emil Lerch 2026-05-24 09:44:35 -07:00
• 4d3aae2d69 fix commands that were still looking at single files Emil Lerch 2026-05-23 18:50:44 -07:00
• 0ca794d621 second wells fargo import format Emil Lerch 2026-05-23 12:48:23 -07:00
• 68229b52c3 match wells fargo import on account number as well Emil Lerch 2026-05-23 11:46:38 -07:00
• a06e45e523 wells fargo parser fixes Emil Lerch 2026-05-23 11:37:52 -07:00
• 4a5a3612e3 tweak tests Emil Lerch 2026-05-23 11:25:39 -07:00
• 4bb29f1432 fix transaction log matcher reflecting real world usage Emil Lerch 2026-05-23 11:25:12 -07:00
• 26e8399178 do not allow matured/closed options to clamp open positions Emil Lerch 2026-05-23 10:03:43 -07:00
• a3cfc4e4d2 portfolio loading fixes + full lint pass Emil Lerch 2026-05-23 09:51:55 -07:00
• 415123f6a6 single code path for portfolio loading Emil Lerch 2026-05-23 08:44:46 -07:00
• e6728e9507 import merge capabilities Emil Lerch 2026-05-23 08:09:31 -07:00
• 4b5063e974 initial wells fargo parsing implementation Emil Lerch 2026-05-21 16:14:38 -07:00
• 8b470ccb22 initial implementation of import command Emil Lerch 2026-05-21 15:18:23 -07:00
• aa3ad5fe91 split audit by brokerage in prep for import command Emil Lerch 2026-05-21 14:50:24 -07:00
• b92447b8e7 handle multiple portfolio paths - default file name portfolio*.srf Emil Lerch 2026-05-21 14:04:59 -07:00
• 614e789d18 update todos Emil Lerch 2026-05-21 12:44:14 -07:00
• c925a1a07c fix tui command line args and make benchmarks configurable Emil Lerch 2026-05-21 12:40:18 -07:00
• c410bf97b1 create a set of fetch options and wire it into CLI for flags to work properly Emil Lerch 2026-05-21 12:17:48 -07:00
• 7cc220657b add todo regarding cache ttl on old merge data Emil Lerch 2026-05-21 08:41:52 -07:00
• 126c00c856 allow for fuzzy matching on dividends to account for provider reporting differences Emil Lerch 2026-05-21 08:26:58 -07:00
• e1b99d63b6 remove frequency and add ability to "upgrade" fields Emil Lerch 2026-05-20 16:00:13 -07:00
• ebf10fcf94 allow tiingo to merge in dividends/splits not captured by primary provider Emil Lerch 2026-05-20 15:20:44 -07:00
• 1311948fa1 rectify price return calculations with Tiingo data Emil Lerch 2026-05-20 11:47:57 -07:00
• 87dfb71fd6 better reporting on http related issues Emil Lerch 2026-05-20 11:06:48 -07:00
• 3e18610768 export chart as png Emil Lerch 2026-05-19 14:18:53 -07:00
• 4d1587fb37 get appropriate zoom level when overlaying actuals on the projections chart Emil Lerch 2026-05-19 13:58:57 -07:00
• 858cc6fad5 avoid output under test Emil Lerch 2026-05-19 13:44:37 -07:00
• 6c32e94ab4 use adjClose for charting Emil Lerch 2026-05-19 13:43:52 -07:00
• 51a2721ef3 user visible error rather than crash on projections --vs <date> with imported data Emil Lerch 2026-05-19 13:37:08 -07:00
• 9131cdb62e reorder tabs Emil Lerch 2026-05-19 13:30:21 -07:00
• ae9b014e94 update todo Emil Lerch 2026-05-19 13:13:54 -07:00
• 9d005248e1 allow interactive mode a --help option Emil Lerch 2026-05-19 12:35:12 -07:00
• f50928f1c5 user-errors management...any non-user error panics like before Emil Lerch 2026-05-19 12:28:05 -07:00
• 987f472226 clean up tui tab framework Emil Lerch 2026-05-19 10:22:50 -07:00
• 1e1e62846b remove redundant validations Emil Lerch 2026-05-19 10:02:47 -07:00
• 7769155e76 clean up excessive numbers of parameters Emil Lerch 2026-05-19 09:49:12 -07:00