107 lines
4.8 KiB
Markdown
107 lines
4.8 KiB
Markdown
# Future Work
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## CLI options command UX
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The `options` command auto-expands only the nearest monthly expiration and
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lists others collapsed. Reconsider the interaction model — e.g. allow
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specifying an expiration date, showing all monthlies expanded by default,
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or filtering by strategy (covered calls, spreads).
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## Risk-free rate maintenance
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T-bill rates are hardcoded in `src/analytics/risk.zig` as a year-by-year table
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(source: FRED series DTB3). Each trailing period uses the average rate over its
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date range. The table includes update instructions as doc comments.
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**Action needed annually:** Update the current year's rate mid-year, finalize
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the prior year's rate in January. See the curl commands in the `tbill_rates`
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doc comment.
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## CLI/TUI code review (lower priority)
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No review has been done on these files. They are presentation-layer code
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and not part of the reusable library API.
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TUI:
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- `src/tui.zig`
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- `src/tui/chart.zig`
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- `src/tui/keybinds.zig`
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- `src/tui/theme.zig`
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Commands:
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- `src/commands/common.zig`
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- `src/commands/analysis.zig`
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- `src/commands/cache.zig`
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- `src/commands/divs.zig`
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- `src/commands/earnings.zig`
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- `src/commands/enrich.zig`
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- `src/commands/etf.zig`
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- `src/commands/history.zig`
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- `src/commands/lookup.zig`
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- `src/commands/options.zig`
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- `src/commands/perf.zig`
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- `src/commands/portfolio.zig`
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- `src/commands/quote.zig`
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- `src/commands/splits.zig`
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## TUI: toggle to last symbol keybind
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Add a single-key toggle that flips between the current symbol and the
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previously selected one (like `cd -` in bash or `Ctrl+^` in vim). Store
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`last_symbol` on `App`; on symbol change, stash the previous. The toggle
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key swaps current and last. Works on any tab — particularly useful for
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eyeball-comparing performance/risk data between two symbols.
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## Fix `enrich` command for international funds
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`deriveMetadata` in `src/commands/enrich.zig` misclassifies international ETFs:
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1. **`geo`** uses Alpha Vantage's `Country` field, which is the *fund issuer's*
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domicile (USA for all US-listed ETFs), not the fund's investment geography.
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Every US-domiciled international fund gets `geo::US`.
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2. **`asset_class`** short-circuits to `"ETF"` when `asset_type == "ETF"`, or
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falls through to a US-market-cap heuristic that always produces
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`"US Large Cap"` / `"US Mid Cap"` / `"US Small Cap"`.
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Known misclassified tickers (all came back as `geo::US, asset_class::US Large Cap`):
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- **FRDM** — Freedom 100 Emerging Markets ETF → should be `geo::Emerging Markets, asset_class::Emerging Markets`
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- **HFXI** — NYLI FTSE International Equity Currency Neutral ETF → should be `geo::International Developed, asset_class::International Developed`
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- **IDMO** — Invesco S&P International Developed Momentum ETF → should be `geo::International Developed, asset_class::International Developed`
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- **IVLU** — iShares MSCI International Developed Value Factor ETF → should be `geo::International Developed, asset_class::International Developed`
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The Alpha Vantage OVERVIEW endpoint doesn't provide fund geography data.
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Options: use the ETF_PROFILE holdings/country data to infer geography, parse
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the fund name for keywords ("International", "Emerging", "ex-US"), or accept
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that `enrich` is a scaffold and emit a `# TODO` comment for ETFs instead of
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silently misclassifying.
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## Market-aware cache TTL for daily candles
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Daily candle TTL is currently 23h45m, but candle data only becomes meaningful
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after the market close. Investigate keying the cache freshness to ~4:30 PM
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Eastern rather than a rolling window. This would avoid unnecessary refetches
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during the trading day and ensure a fetch shortly after close gets fresh data.
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Probably alleviated by the cron job approach.
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## On-demand server-side fetch for new symbols
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Currently the server's SRF endpoints (`/candles`, `/dividends`, etc.) are pure
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cache reads — they 404 if the data isn't already on disk. New symbols only get
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populated when added to the portfolio and picked up by the next cron refresh.
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Consider: on a cache miss, instead of blocking the HTTP response with a
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multi-second provider fetch, kick off an async background fetch (or just
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auto-add the symbol to the portfolio) and return 404 as usual. The next
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request — or the next cron run — would then have the data. This gives
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"instant-ish gratification" for new symbols without the downsides of
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synchronous fetch-on-miss (latency, rate limit contention, unbounded cache
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growth from arbitrary tickers).
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Note that this process doesn't do anything to eliminate all the API keys
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that are necessary for a fully functioning system. A more aggressive view
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would be to treat ZFIN_SERVER as a 100% source of record, but that would
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introduce some opacity to the process as we wait for candles (for example) to
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populate. This could be solved on the server by spawning a thread to fetch the
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data, then returning 202 Accepted, which could then be polled client side. Maybe
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this is a better long term approach?
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