lobo
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  • Joined on 2019-01-28
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lobo pushed to master at lobo/zfin-vestwell 2026-08-31 17:47:37 +00:00
5f47c95339 json feeds do not publish NAV for Friday until Monday :(. This will derive that value temporarily
e18253436a add observed 2026-08-28
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lobo pushed to master at lobo/zfin 2026-08-31 15:40:19 +00:00
a137d3c65a update tests to fix CI
lobo pushed to master at lobo/zfin 2026-08-31 15:28:35 +00:00
a621f2932b introduce concept of uncounted flows to surface specific situations
3f9cb33be0 snap performance for weekly returns
efb4d57c23 normalize benchmark so cash does not artificially drag the return
770ceb8777 teach compare to use the git commit that added the snapshot for comparison
0964da08d5 comments and additional tests
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lobo pushed to master at lobo/zfin-vestwell 2026-08-29 03:20:30 +00:00
cc23a51b44 CI for binary
bcb160f36f add assemble/record commands
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lobo created branch master in lobo/zfin-vestwell 2026-08-28 18:43:23 +00:00
lobo pushed to master at lobo/zfin-vestwell 2026-08-28 18:43:23 +00:00
c605c10010 initial implementation
6ee4f6da88 initial commit
lobo pushed to master at lobo/zfin-server 2026-08-28 18:25:30 +00:00
f3b111dea3 update to latest zfin
lobo pushed to master at lobo/zfin 2026-08-28 18:03:27 +00:00
df204a3eb2 support external provider
18f4f00516 remove unused fromString on portfolio
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lobo created repository lobo/zfin-vestwell 2026-08-28 16:53:10 +00:00
lobo pushed to master at lobo/zfin 2026-08-27 22:56:37 +00:00
34d37e32a8 remove extra pre-multiply on manual snapshot price data
93e81b841b centralize and test/disambiguate row data in portfolio
47cfed7827 update documentation for previous day/intraday gain/loss
2f87927bcb show daily change, including intraday in tui
cf76598659 ensure snapshots worker is passing the raw price map
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lobo pushed to master at lobo/zfin 2026-08-21 20:23:28 +00:00
6ebd944f94 additional snapshot documentation
lobo pushed to master at lobo/zfin 2026-08-19 23:37:47 +00:00
18fc52383c clean up error output
5ae4065d9e better errors for malformed portfolio files
0dbac7d416 add diagnose/server reference pages
65fefdb566 fix misleading refresh and total-return docs
f39133819f bump srf to avoid potential crash during parsing
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lobo pushed to master at lobo/srf 2026-08-19 21:56:01 +00:00
ea2c35825d throw errors on coercion rather than crashing on invalid input
lobo pushed to master at lobo/zfin-server 2026-08-19 20:58:36 +00:00
7103ced819 fix restatement issue with NKE
lobo pushed to master at lobo/zfin 2026-08-19 20:57:52 +00:00
c15ea92b0d fix forward-announced ex-dates masking real restatement work
12eace86b2 clean separation of user vs machine-edited srf files
5706eed3c1 fix regression in contribution
c986df83c1 contributions: support all portfolio files and in account sale/rebuy in same window
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lobo pushed to master at lobo/zfin-server 2026-08-18 03:08:14 +00:00
dfe4edf61b bump zfin to migrate back to tiingo
lobo pushed to master at lobo/zfin 2026-08-18 03:01:35 +00:00
e3ce8f32a1 build portfolio risk from a total-return index
337d346421 fix stale provider doc comments
6674969001 consolidate returns calculations
7163610b8e restate adj_close when a corporate action goes ex
c4680dbe45 redact sensitive url data in logs
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lobo pushed to master at lobo/zfin 2026-08-13 23:40:48 +00:00
44e8c65df4 remove dead code
a9b923f766 add server refresh command
914dfca356 surface server diagnostics as well
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lobo pushed to master at lobo/zfin-server 2026-08-13 21:08:37 +00:00
eabe91099a add refresh POST operation to allow forced symbol refreshes
e9826c06ed split logic into multiple files
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lobo pushed to master at lobo/zfin-server 2026-08-13 16:31:28 +00:00
d1ae5f4d17 initial implementation: post-refresh stale sweep reporting