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• d5459ff39e
  
  audit: better handling of unmapped accounts in multi-account file imports master Emil Lerch 2026-10-06 10:52:10 -07:00
• 635a0557b4
  
  handle schwab all accounts csv download Emil Lerch 2026-10-06 10:45:07 -07:00
• 858e9874b4
  
  rollup on audit if detailed data is on broker side but account marked as direct index Emil Lerch 2026-10-04 17:04:26 -07:00
• 053ff03e6c
  
  direct indexing on import when brokerage side has positions Emil Lerch 2026-10-04 16:30:01 -07:00
• 2876358c5a
  
  quit from interactive mode means quit Emil Lerch 2026-10-04 14:02:23 -07:00
• 4709403eca
  
  switch codeberg to github due to ai Emil Lerch 2026-10-04 10:54:47 -07:00
• 3e3b77ed54
  
  found wells fargo xls-based download, adjust import/reconcile to use it Emil Lerch 2026-10-04 10:52:52 -07:00
• 8566e7c0bd
  
  suppress log messages for tests Emil Lerch 2026-09-30 10:57:15 -07:00
• 1a9a27156b
  
  fix flaky test Emil Lerch 2026-09-30 10:30:30 -07:00
• cc60c1991f
  
  avoid counting dividends as contributions Emil Lerch 2026-09-30 10:28:51 -07:00
• 155c1fbcfb
  
  bump coverage to 82% Emil Lerch 2026-09-29 07:27:57 -07:00
• c463d94ea5
  
  contributions: track matured CDs properly Emil Lerch 2026-09-29 07:20:24 -07:00
• c020f92449
  
  contributions: honest at-close label Emil Lerch 2026-09-29 06:54:12 -07:00
• 1f7d2c596e
  
  contributions: handle partial sale of lots Emil Lerch 2026-09-29 06:50:58 -07:00
• 8df6bd5c03
  
  contributions: expired or closed options do not count Emil Lerch 2026-09-29 06:48:30 -07:00
• cc13572d7c
  
  contributions: CD payouts fund purchases do not count Emil Lerch 2026-09-29 06:46:11 -07:00
• c0dca12623
  
  single definition of closed lot Emil Lerch 2026-09-24 15:28:25 -07:00
• b3239eefda
  
  make sure large new lots section remains without open_date Emil Lerch 2026-09-24 08:54:47 -07:00
• 60a42dd4ba
  
  allow optional open date/open price for cash and watch Emil Lerch 2026-09-24 08:52:36 -07:00
• b5f3e8bcc8
  
  keybinding semantic validation Emil Lerch 2026-09-24 08:43:39 -07:00
• a2c8d478b6
  
  remove hand maintenance of theme data, use comptime introspection Emil Lerch 2026-09-24 08:32:02 -07:00
• 433b83e78f
  
  fix flaky tests Emil Lerch 2026-09-24 08:29:06 -07:00
• ce65b3c2f8
  
  route projections file parse semantics through lint Emil Lerch 2026-09-24 07:14:30 -07:00
• 40869cb3a4
  
  lint srf files in audit / doctor commands Emil Lerch 2026-09-24 06:39:23 -07:00
• 41dd290648
  
  update docs with clearer explanation of what is actually happening Emil Lerch 2026-09-20 13:12:03 -07:00
• cbb90f1b1a
  
  collapse smart earnings into the new framework Emil Lerch 2026-09-20 07:33:36 -07:00
• 88deae226a
  
  update documentation on dividend smart refresh Emil Lerch 2026-09-20 07:19:40 -07:00
• ca3bd11110
  
  cadence aware dividend refreshes (note this will net increase polygon fetching) Emil Lerch 2026-09-19 07:43:05 -07:00
• 1c1c6716ee
  
  contributions dates trigger on snapshots for both before and after side Emil Lerch 2026-09-05 13:59:00 -07:00
• 83f30d0d5a
  
  reframe snapshot anchor and warn if something seems off Emil Lerch 2026-09-05 13:38:12 -07:00
• 23fd4e3b63
  
  alignment fixes in contributions Emil Lerch 2026-09-05 11:43:30 -07:00
• cee557d55a
  
  more detail in contributions Emil Lerch 2026-09-05 11:32:16 -07:00
• eae4299ad3
  
  fix wording on benchmarks Emil Lerch 2026-09-05 11:27:54 -07:00
• 6bd063d51f
  
  correctly color history when open == close (mutual funds) Emil Lerch 2026-09-01 15:15:08 -07:00
• a137d3c65a
  
  update tests to fix CI Emil Lerch 2026-08-31 08:39:36 -07:00
• a621f2932b
  
  introduce concept of uncounted flows to surface specific situations Emil Lerch 2026-08-31 08:19:48 -07:00
• 3f9cb33be0
  
  snap performance for weekly returns Emil Lerch 2026-08-31 08:18:51 -07:00
• efb4d57c23
  
  normalize benchmark so cash does not artificially drag the return Emil Lerch 2026-08-31 08:17:24 -07:00
• 770ceb8777
  
  teach compare to use the git commit that added the snapshot for comparison Emil Lerch 2026-08-31 08:14:02 -07:00
• 0964da08d5
  
  comments and additional tests Emil Lerch 2026-08-28 11:41:53 -07:00
• 3fc1be8073
  
  remove comment Emil Lerch 2026-08-28 11:15:46 -07:00
• df204a3eb2
  
  support external provider Emil Lerch 2026-08-28 11:02:18 -07:00
• 18f4f00516
  
  remove unused fromString on portfolio Emil Lerch 2026-08-28 10:38:54 -07:00
• 34d37e32a8
  
  remove extra pre-multiply on manual snapshot price data Emil Lerch 2026-08-27 15:43:36 -07:00
• 93e81b841b
  
  centralize and test/disambiguate row data in portfolio Emil Lerch 2026-08-27 15:07:22 -07:00
• 47cfed7827
  
  update documentation for previous day/intraday gain/loss Emil Lerch 2026-08-27 13:16:53 -07:00
• 2f87927bcb
  
  show daily change, including intraday in tui Emil Lerch 2026-08-27 13:08:03 -07:00
• cf76598659
  
  ensure snapshots worker is passing the raw price map Emil Lerch 2026-08-27 11:13:18 -07:00
• 08497a3270
  
  mixed-share treatment in compare Emil Lerch 2026-08-27 09:19:01 -07:00
• ad55d59f5c
  
  fix option valuation in analysis Emil Lerch 2026-08-27 08:14:18 -07:00
• a14b1ba4bc
  
  fix/document non-default benchmark stock/bond Emil Lerch 2026-08-27 08:01:50 -07:00
• 77b5e38313
  
  fix manual_price -> price ratio discriminator Emil Lerch 2026-08-27 07:32:49 -07:00
• 6dea255377
  
  fix bug with synthetic securities (with ratio) gain/loss miscalculation in rollups Emil Lerch 2026-08-26 21:07:07 -07:00
• 6ebd944f94
  
  additional snapshot documentation Emil Lerch 2026-08-21 12:38:13 -07:00
• 18fc52383c
  
  clean up error output Emil Lerch 2026-08-19 16:32:06 -07:00
• 5ae4065d9e
  
  better errors for malformed portfolio files Emil Lerch 2026-08-19 15:45:02 -07:00
• 0dbac7d416
  
  add diagnose/server reference pages Emil Lerch 2026-08-19 15:18:37 -07:00
• 65fefdb566
  
  fix misleading refresh and total-return docs Emil Lerch 2026-08-19 15:11:20 -07:00
• f39133819f
  
  bump srf to avoid potential crash during parsing Emil Lerch 2026-08-19 15:08:45 -07:00
• ff11940a88
  
  correct caching docs for adjustment-basis restatement Emil Lerch 2026-08-19 14:59:42 -07:00
• c15ea92b0d
  
  fix forward-announced ex-dates masking real restatement work Emil Lerch 2026-08-19 13:53:50 -07:00
• 12eace86b2
  
  clean separation of user vs machine-edited srf files Emil Lerch 2026-08-19 13:52:48 -07:00
• 5706eed3c1
  
  fix regression in contribution Emil Lerch 2026-08-18 01:38:57 -07:00
• c986df83c1
  
  contributions: support all portfolio files and in account sale/rebuy in same window Emil Lerch 2026-08-18 01:29:24 -07:00
• e3ce8f32a1
  
  build portfolio risk from a total-return index Emil Lerch 2026-08-17 20:01:06 -07:00
• 337d346421
  
  fix stale provider doc comments Emil Lerch 2026-08-17 19:43:11 -07:00
• 6674969001
  
  consolidate returns calculations Emil Lerch 2026-08-17 19:39:45 -07:00
• 7163610b8e
  
  restate adj_close when a corporate action goes ex Emil Lerch 2026-08-17 18:26:36 -07:00
• c4680dbe45
  
  redact sensitive url data in logs Emil Lerch 2026-08-17 16:55:24 -07:00
• 6c75ebf1ec
  
  stop convergence to Yahoo for equity coverage Emil Lerch 2026-08-17 16:48:39 -07:00
• 44e8c65df4
  
  remove dead code Emil Lerch 2026-08-13 16:32:31 -07:00
• a9b923f766
  
  add server refresh command Emil Lerch 2026-08-13 16:15:22 -07:00
• 914dfca356
  
  surface server diagnostics as well Emil Lerch 2026-08-12 18:53:59 -07:00
• 4a86ecb95e
  
  re-export freshness for downstream Emil Lerch 2026-08-12 17:21:08 -07:00
• 26a7112572
  
  add diagnose command, properly handle demand tracked vs always refreshed symbols Emil Lerch 2026-08-11 17:49:10 -07:00
• 97c4e3a2e8
  
  add zfin cache refresh command to force re-download Emil Lerch 2026-08-11 12:26:52 -07:00
• 937822f9b0
  
  ensure that new candles do not end up with an assumption of successful refresh Emil Lerch 2026-08-11 11:59:22 -07:00
• a91e5b0495
  
  allow doctor to see stale cache items Emil Lerch 2026-08-11 11:02:21 -07:00
• 418068a3d1
  
  cleanup timing commit Emil Lerch 2026-08-11 09:59:51 -07:00
• 79326cf41b
  
  add a zfin cache stale command to find out of date candle data Emil Lerch 2026-08-11 09:49:39 -07:00
• 2da30b2474
  
  cacheKeys function in cache.zig Emil Lerch 2026-08-10 16:35:29 -07:00
• cd053b9a78
  
  watchlist, benchmark symbols, and portfolio symbols refreshed in all the places Emil Lerch 2026-08-10 15:22:45 -07:00
• 3dd72c2e3e
  
  match transfers if moved cash->cash and stock purchased in same period Emil Lerch 2026-08-08 17:09:16 -07:00
• 87a0447b59
  
  reduce need for split data, add load timing data for further research Emil Lerch 2026-08-07 09:54:06 -07:00
• 5e22e1dccc
  
  extract brokerage discovery and export for downstream Emil Lerch 2026-08-04 12:22:59 -07:00
• a3d235bd39
  
  remove dead code Emil Lerch 2026-08-03 23:18:23 -07:00
• 1d2cf32806
  
  migrate to fetchoptions Emil Lerch 2026-08-03 23:09:45 -07:00
• 12e131fef8
  
  add observation for missing dividend history Emil Lerch 2026-08-03 21:54:43 -07:00
• 0b0c18e267
  
  split fetchoptions Emil Lerch 2026-08-03 21:52:36 -07:00
• ef97842807
  
  load dividends with portfolio Emil Lerch 2026-08-03 21:13:03 -07:00
• d434395daa
  
  report if cash only exists in the portfolio, not at broker (probably 0) Emil Lerch 2026-08-03 13:07:19 -07:00
• d5fd8aa4b6
  
  add portfolio loader export Emil Lerch 2026-08-02 12:19:47 -07:00
• a107008b35
  
  separate ratio suggestion calculation from display, export types for others to use Emil Lerch 2026-08-02 09:25:55 -07:00
• 940c745dd3
  
  separate audit compute from audit display Emil Lerch 2026-08-02 09:07:12 -07:00
• 4f1ca3d34d
  
  add ability to handle opaque 401(k)s with new tax_mix fields Emil Lerch 2026-08-01 15:32:33 -07:00
• 8de28d73bc
  
  agents.md update for kcov/pii/env vars Emil Lerch 2026-07-25 11:09:07 -07:00
• 143395e7ce
  
  remove comment reference to REPORT.md Emil Lerch 2026-07-25 11:08:24 -07:00
• 1bea4d621a
  
  delete dead code Emil Lerch 2026-07-25 11:07:08 -07:00
• dcd5885fcc
  
  document in-kind transfer implementation Emil Lerch 2026-07-25 11:04:23 -07:00
• 0e1a4862db
  
  add stale harvesting date checks to audit command Emil Lerch 2026-07-25 10:45:12 -07:00