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• 78c9afc2d8 initial transfer capability on contributions Emil Lerch 2026-05-07 10:43:59 -07:00
• c21ff84758 begin transfer log Emil Lerch 2026-05-06 22:10:13 -07:00
• 3f0a40cea7 allow explicit pinning of snapshots and commits Emil Lerch 2026-05-05 13:06:30 -07:00
• ea1a88442a output ratio suggestions to reconcile Schwab direct indexing accounts Emil Lerch 2026-05-04 15:14:37 -07:00
• 2238733de7 update TODOs Emil Lerch 2026-05-02 11:33:48 -07:00
• d472402680 add projections comparison to compare and projections commands Emil Lerch 2026-05-02 11:29:55 -07:00
• ac62b5bd1e rename "Conservative estimate" to "Projected return" Emil Lerch 2026-05-02 11:16:32 -07:00
• 12cc8fb9e7 clear up the attributions output Emil Lerch 2026-05-02 11:10:39 -07:00
• b8c6d1c7b2 fix segfault on audit Emil Lerch 2026-05-02 11:07:17 -07:00
• 17225326de clean up contributions command Emil Lerch 2026-05-02 11:02:06 -07:00
• 2ac1d30c37 address symptom of Torn SRF files while we track this down Emil Lerch 2026-05-02 10:07:59 -07:00
• 8b6e10ea10 use new common cli helpers throughout Emil Lerch 2026-05-01 16:22:19 -07:00
• f7c6224a1b periodic review: projections --as-of, contributions --since, comparison and tui projections date picker Emil Lerch 2026-05-01 15:59:17 -07:00
• 0bf44581e1 tui implementation of compare mode Emil Lerch 2026-05-01 10:27:25 -07:00
• 441735b3c6 use atomic file writes for data pulling from server Emil Lerch 2026-05-01 08:53:14 -07:00
• b3542771b7 add new compare command (CLI only for now) Emil Lerch 2026-05-01 08:52:43 -07:00
• 6293a02c59 handle write failed due to piping through commands like head Emil Lerch 2026-04-30 15:27:08 -07:00
• add0222ebc remove when column Emil Lerch 2026-04-30 15:25:00 -07:00
• a64308ee87 sort reverse chronological - now we have a lot more data Emil Lerch 2026-04-30 15:23:45 -07:00
• 494177ca24 replace finnhub with fmp - finnhub data not correct Emil Lerch 2026-04-30 15:22:52 -07:00
• ab1539444d update todo list Emil Lerch 2026-04-30 10:14:40 -07:00
• b241feeaf0 incorporate life events (e.g. social security) into projections Emil Lerch 2026-04-30 10:10:44 -07:00
• 4174e9bc09 hide projections when not in portfolio mode Emil Lerch 2026-04-28 15:54:21 -07:00
• 54efdc3e7c add total value to equity/fixed income display Emil Lerch 2026-04-28 12:30:16 -07:00
• e5c8f6f144 add graph and set up scrolling Emil Lerch 2026-04-28 11:46:17 -07:00
• ac9f5a78d3 fixed income vs equity on analysis Emil Lerch 2026-04-28 10:48:59 -07:00
• 4f97d82dd0 show on target until we get to 5%. error at 10% Emil Lerch 2026-04-28 10:37:02 -07:00
• 33d5d7cbb4 initial commit projections TUI tab Emil Lerch 2026-04-28 10:30:13 -07:00
• 98bee5fba6 move generation to a build step - comptime just too slow Emil Lerch 2026-04-27 21:29:03 -07:00
• 26008725d4 more shiller optimizations Emil Lerch 2026-04-27 20:10:16 -07:00
• acdda0313d centralize portfolio load Emil Lerch 2026-04-27 19:53:42 -07:00
• 83d20cc45c first pass optimization of shiller data Emil Lerch 2026-04-27 19:45:15 -07:00
• 5fb1cfe53c style projections based on need to rebalance portfolio Emil Lerch 2026-04-27 17:56:42 -07:00
• a8d78ee3c6 add CLI command for projections Emil Lerch 2026-04-27 17:36:37 -07:00
• 648d3308d2 add shiller comptime parsed variable for use by rest of app Emil Lerch 2026-04-27 17:01:21 -07:00
• 8f9e94ab7f add ie_data from shillerdata.com (data tab saved to csv) Emil Lerch 2026-04-27 17:00:35 -07:00
• e6bd38d4c3 fixes for analysis processing Emil Lerch 2026-04-27 16:49:27 -07:00
• 8c9579d4e5 master audit command to do all the things Emil Lerch 2026-04-25 14:58:37 -07:00
• 23ead4c65f just defer Emil Lerch 2026-04-25 13:13:16 -07:00
• 94494c60ee ai: merge multiple positions with price_ratio fields Emil Lerch 2026-04-25 11:15:41 -07:00
• 1f8e10c0f3 add fidelity option matching and a summary including price ratio updates Emil Lerch 2026-04-25 10:22:14 -07:00
• a9321c343c ignore option mark to market in schwab Emil Lerch 2026-04-25 09:07:13 -07:00
• 648a173fb1 print out server sync only once progress is made Emil Lerch 2026-04-25 07:17:30 -07:00
• 742c237515 move to thread safe allocator to address issues on parallel fetch Emil Lerch 2026-04-24 06:20:23 -07:00
• 8b010eb592 dedupe/centralize and add history view Emil Lerch 2026-04-23 23:06:02 -07:00
• 5e6d2dd438 use committer timestamp Emil Lerch 2026-04-23 16:41:39 -07:00
• 9af99ef8c8 history view refactor Emil Lerch 2026-04-23 16:02:34 -07:00
• bc7605d0c6 filter non-stock totals by open-as-of Emil Lerch 2026-04-23 07:24:49 -07:00
• b9f580fa76 bump coverage floor again Emil Lerch 2026-04-23 07:00:40 -07:00
• 6ec6bd634b skip price_ratio on avg_cost fallback Emil Lerch 2026-04-23 06:55:27 -07:00
• 72632344ee use arena allocator for cli commands Emil Lerch 2026-04-23 06:38:09 -07:00
• f5432c83b8 add full snapshot processing test Emil Lerch 2026-04-23 06:21:32 -07:00
• fc0b2d9334 centralize calculation of effective price and market value Emil Lerch 2026-04-23 05:45:39 -07:00
• 84b3e638dc bump coverage floor Emil Lerch 2026-04-23 02:47:17 -07:00
• efb05801cb fix portfolio account totals/honor as_of date Emil Lerch 2026-04-23 02:43:04 -07:00
• e68372036d cleanup of _mod imports Emil Lerch 2026-04-23 02:01:25 -07:00
• 9acf3115db dedup the snapshot loading function Emil Lerch 2026-04-23 01:25:00 -07:00
• d473179815 allow determining portfolio positions for a specific date Emil Lerch 2026-04-23 00:36:22 -07:00
• 5196a320f6 initial tui history implementation Emil Lerch 2026-04-23 00:32:18 -07:00
• f99b9b041c use candles for pricing/implement --as-of parameter Emil Lerch 2026-04-22 22:04:45 -07:00
• 67f2d4d7d0 flip columns Emil Lerch 2026-04-22 15:34:43 -07:00
• ee979eb794 initial commit for new portfolio history (UI will change) Emil Lerch 2026-04-22 12:40:54 -07:00
• 05d2fce9a5 move snapshot types into a new model for reuse Emil Lerch 2026-04-22 03:54:33 -07:00
• 75570419c5 enable early skip check when cache is fresh Emil Lerch 2026-04-22 01:15:00 -07:00
• edd9fc0c74 add snapshot command Emil Lerch 2026-04-21 21:24:54 -07:00
• cc24bda690 add git.zig Emil Lerch 2026-04-21 13:43:26 -07:00
• 8c3435cd96 net worth calc Emil Lerch 2026-04-21 13:32:42 -07:00
• 281a49cdde move git out of contributions Emil Lerch 2026-04-21 13:13:49 -07:00
• eb97480820 add valuation netWorth Emil Lerch 2026-04-21 13:07:24 -07:00
• 4b1989c91a clean up audit: centralize money market detection and load portfolio prices Emil Lerch 2026-04-21 12:43:07 -07:00
• 323af8a351 clean up performance.zig Emil Lerch 2026-04-21 12:34:10 -07:00
• 7f01e57b4f use config defaults Emil Lerch 2026-04-21 12:12:12 -07:00
• 92b4c608ea refactor config/add default files Emil Lerch 2026-04-21 12:08:16 -07:00
• f610b81474 add version command Emil Lerch 2026-04-21 11:53:00 -07:00
• 41b8008c03 add build options for version command Emil Lerch 2026-04-21 11:38:48 -07:00
• 04ea95f21f add contributions command Emil Lerch 2026-04-20 05:17:41 -07:00
• acd5b20dbe create docker image Emil Lerch 2026-04-18 12:41:22 -07:00
• 38ce7e288d introduce ZFIN_HOME Emil Lerch 2026-04-17 12:19:19 -07:00
• 8604747cfd add zig 0.16.0 to todo Emil Lerch 2026-04-14 16:43:08 -07:00
• f71bb93479 add AGENTS.md/add scripts to gitignore Emil Lerch 2026-04-11 10:35:50 -07:00
• c3a8f971cc update TODO.md Emil Lerch 2026-04-11 10:27:50 -07:00
• cbba12a9d6 add unit tests for account valuation Emil Lerch 2026-04-11 10:22:03 -07:00
• 03fd64958b centralize portfolio value Emil Lerch 2026-04-11 10:17:29 -07:00
• 59760a1da8 centralize accounts.srf loading Emil Lerch 2026-04-11 09:51:25 -07:00
• a9e14f7eb5 better heuristics on cash-like thingies Emil Lerch 2026-04-10 09:50:22 -07:00
• d4b40cbe5c better account filter for interactive mode Emil Lerch 2026-04-10 09:39:26 -07:00
• dc5d81ac80 make ux more useful Emil Lerch 2026-04-10 08:38:51 -07:00
• 26fd846c8e add schwab summary and account level audit Emil Lerch 2026-04-10 08:02:57 -07:00
• 922b3d604e reuse common account filtering in portfolio Emil Lerch 2026-04-09 17:41:25 -07:00
• 401ecfe68d add todo Emil Lerch 2026-04-09 17:33:55 -07:00
• 376000731b file path seperators Emil Lerch 2026-04-09 17:33:41 -07:00
• a1aec7be6a add audit command (fidelity only for now) Emil Lerch 2026-04-09 17:33:02 -07:00
• 770a49d6a6 add international etfs to metadata Emil Lerch 2026-04-09 17:04:00 -07:00
• 787acf05ec autodetect watchlist in cwd Emil Lerch 2026-03-31 17:14:39 -07:00
• 2b1880fa46 fix watchlist loading Emil Lerch 2026-03-31 17:11:03 -07:00
• 4e0270c884 create a view model for options and cds that is reused between cli/tui Emil Lerch 2026-03-31 17:02:32 -07:00
• 3ea39d3c31 options and cd display cleanup (TUI) Emil Lerch 2026-03-31 15:47:36 -07:00
• db6a101e32 allow for filtering by account (substantial change to calculations - seems ok) Emil Lerch 2026-03-31 11:03:37 -07:00
• 5b8c163291 merge adj_close and div reinvestment strategies to compensate for data inconsistency Emil Lerch 2026-03-29 10:53:24 -07:00
• 9c27eb8f25 dedup the cli/tui Emil Lerch 2026-03-25 05:13:17 -07:00