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• 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
• 7c6c0ce59b more measured fallback and logging Emil Lerch 2026-03-24 18:57:22 -07:00
• 167c960685 disable twelvedata candles due to inconsistent dividend handling Emil Lerch 2026-03-24 18:17:19 -07:00
• 248e98d683 morningstar apparently snaps backward Emil Lerch 2026-03-24 05:23:35 -07:00
• 239fd61ac8 use adj_close returns in most cases (accounting for splits and dividends Emil Lerch 2026-03-24 05:14:30 -07:00
• 9353ebc347 synthesize money market data if candles do not cover dividend data Emil Lerch 2026-03-21 13:24:14 -07:00
• 64621429f9 cache command updates Emil Lerch 2026-03-21 08:45:27 -07:00
• 92ce2f449d fixes for interactive symbol mode Emil Lerch 2026-03-20 14:18:39 -07:00
• c6d37f2c34 remove anytype Emil Lerch 2026-03-20 10:58:44 -07:00
• 8576293898 logging and tests Emil Lerch 2026-03-20 10:39:38 -07:00
• 678c70467a rework the data load Emil Lerch 2026-03-20 09:48:03 -07:00
• 5758f943c6 clean up chart.zig Emil Lerch 2026-03-20 09:36:23 -07:00
• f02093928c cache chart and use sliding windows on bollinger bands Emil Lerch 2026-03-20 09:23:41 -07:00
• 6181305aa8 clean up history/enrich Emil Lerch 2026-03-20 09:07:47 -07:00
• 951892e979 update todo Emil Lerch 2026-03-20 08:58:48 -07:00
• 70b88c0cc2 clean up options Emil Lerch 2026-03-20 08:58:30 -07:00
• f227cfc655 clean up quote Emil Lerch 2026-03-20 08:51:49 -07:00
• 85828fc851 clean up analysis Emil Lerch 2026-03-20 08:40:04 -07:00
• 9610d773b0 remove stupid one-liners that are not called/rename self in tabs Emil Lerch 2026-03-20 08:29:45 -07:00
• ae76036090 move loads into tabs Emil Lerch 2026-03-20 08:18:21 -07:00
• 2aaa3e91af clean up earnings Emil Lerch 2026-03-20 08:12:53 -07:00
• e4f394e73d full screen repaint when switching tabs Emil Lerch 2026-03-19 14:43:27 -07:00
• 5f57a63ebc clean up perf Emil Lerch 2026-03-19 14:32:03 -07:00
• 0099edcb10 portfolio cli/tui cleanup Emil Lerch 2026-03-19 14:25:13 -07:00
• 5756934d6e consolidate shared portfolio summary calculations Emil Lerch 2026-03-19 13:28:18 -07:00
• 04358e5561 consolidate drip summary Emil Lerch 2026-03-19 13:04:20 -07:00
• a9af5f1fa4 consolidate watchlist loading/use srf Emil Lerch 2026-03-19 13:00:57 -07:00
• ccdbfdeac2 remove old comment/reuse symbols Emil Lerch 2026-03-19 12:50:51 -07:00
• 827697fce0 windows support (theoretically) Emil Lerch 2026-03-19 12:29:37 -07:00