# Future Work

## Human review of analytics modules

All analytics modules have been human-reviewed:
- `src/analytics/valuation.zig` — reviewed
- `src/analytics/risk.zig` — reviewed (rewritten: monthly returns, per-period Sharpe, historical T-bill rates)
- `src/analytics/performance.zig` — reviewed
- `src/analytics/analysis.zig` — reviewed
- `src/analytics/indicators.zig` — AI-reviewed only; human review deferred (lower priority)

## Provider review

- `src/providers/tiingo.zig` — reviewed (new: primary candle provider)
- `src/providers/yahoo.zig` — needs human review
- All other providers — reviewed

## CLI/TUI changes

Risk metrics (Sharpe, volatility, max drawdown) now display per trailing period
(1Y, 3Y, 5Y, 10Y) in both the TUI performance tab and CLI `perf` command.
CLI `portfolio` command shows 3-year risk metrics per symbol.

Performance comparison feature idea: compare risk/return metrics of two or more
securities side by side. Scope TBD — could focus on stocks/ETFs only. Open
question: fixed at 2, or arbitrary N?

## TUI issues

Display artifacts that don't go away when switching tabs (need specific steps
to reproduce).

## Risk-free rate maintenance

T-bill rates are hardcoded in `src/analytics/risk.zig` as a year-by-year table
(source: FRED series DTB3). Each trailing period uses the average rate over its
date range. The table includes update instructions as doc comments.

**Action needed annually:** Update the current year's rate mid-year, finalize
the prior year's rate in January. See the curl commands in the `tbill_rates`
doc comment.

## CLI/TUI code review (lower priority)

No review has been done on these files. They are presentation-layer code
and not part of the reusable library API.

TUI:
- `src/tui.zig`
- `src/tui/chart.zig`
- `src/tui/keybinds.zig`
- `src/tui/theme.zig`

Commands:
- `src/commands/common.zig`
- `src/commands/analysis.zig`
- `src/commands/cache.zig`
- `src/commands/divs.zig`
- `src/commands/earnings.zig`
- `src/commands/enrich.zig`
- `src/commands/etf.zig`
- `src/commands/history.zig`
- `src/commands/lookup.zig`
- `src/commands/options.zig`
- `src/commands/perf.zig`
- `src/commands/portfolio.zig`
- `src/commands/quote.zig`
- `src/commands/splits.zig`

## Market-aware cache TTL for daily candles

Daily candle TTL is currently 23h45m, but candle data only becomes meaningful
after the market close. Investigate keying the cache freshness to ~4:30 PM
Eastern rather than a rolling window. This would avoid unnecessary refetches
during the trading day and ensure a fetch shortly after close gets fresh data.
Probably alleviated by the cron job approach.

## On-demand server-side fetch for new symbols

Currently the server's SRF endpoints (`/candles`, `/dividends`, etc.) are pure
cache reads — they 404 if the data isn't already on disk. New symbols only get
populated when added to the portfolio and picked up by the next cron refresh.

Consider: on a cache miss, instead of blocking the HTTP response with a
multi-second provider fetch, kick off an async background fetch (or just
auto-add the symbol to the portfolio) and return 404 as usual. The next
request — or the next cron run — would then have the data. This gives
"instant-ish gratification" for new symbols without the downsides of
synchronous fetch-on-miss (latency, rate limit contention, unbounded cache
growth from arbitrary tickers).

Note that this process doesn't do anything to eliminate all the API keys
that are necessary for a fully functioning system. A more aggressive view
would be to treat ZFIN_SERVER as a 100% source of record, but that would
introduce some opacity to the process as we wait for candles (for example) to
populate. This could be solved on the server by spawning a thread to fetch the
data, then returning 202 Accepted, which could then be polled client side. Maybe
this is a better long term approach?