• Joined on 2019-01-28
lobo pushed to master at lobo/zfin 2026-04-11 18:08:52 +00:00
4f3f795420 add AGENTS.md/add scripts to gitignore
ad38fe75c9 update TODO.md
5b0af2486c add unit tests for account valuation
3171be6f70 centralize portfolio value
518af59717 centralize accounts.srf loading
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lobo pushed to master at lobo/srf 2026-04-11 00:09:11 +00:00
1a42735f11 missed one parseError allocator
lobo pushed to master at lobo/srf 2026-04-11 00:01:39 +00:00
5e47d9e71d remove conditional errdefer
lobo pushed to master at lobo/srf-tree-sitter 2026-04-10 23:05:52 +00:00
eacd98c7ff update readme with proper install instructions
lobo created branch master in lobo/srf-tree-sitter 2026-04-10 22:21:18 +00:00
lobo pushed to master at lobo/srf-tree-sitter 2026-04-10 22:21:18 +00:00
cb9234aeef initial commit - all ai generated
f7e08cf7b2 root commit
lobo created repository lobo/srf-tree-sitter 2026-04-10 22:21:03 +00:00
lobo pushed to master at lobo/srf 2026-04-10 21:47:14 +00:00
91269f604d clean up diagnostics pattern
lobo pushed to master at lobo/zfin 2026-04-10 16:50:48 +00:00
5ee2151a47 better heuristics on cash-like thingies
ddd47dad66 better account filter for interactive mode
c3c9c21556 make ux more useful
6fb582e3da add schwab summary and account level audit
9337c198f4 reuse common account filtering in portfolio
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lobo pushed to master at lobo/zfin 2026-04-01 00:15:10 +00:00
3ae53f15b0 autodetect watchlist in cwd
afcc24be5e fix watchlist loading
1f9f90357f create a view model for options and cds that is reused between cli/tui
9de40e8219 options and cd display cleanup (TUI)
31dd551efe allow for filtering by account (substantial change to calculations - seems ok)
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lobo pushed to master at lobo/zfin-server 2026-03-29 17:57:44 +00:00
1e8174e637 update return calculations
lobo pushed to master at lobo/zfin 2026-03-29 17:54:05 +00:00
2ac4156bc1 merge adj_close and div reinvestment strategies to compensate for data inconsistency
ac5e0639fc dedup the cli/tui
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lobo pushed to master at lobo/zfin-server 2026-03-25 02:01:49 +00:00
ea7f07e6c1 non-zero exit when appropriate
lobo pushed to master at lobo/zfin 2026-03-25 01:59:31 +00:00
ecadfb492d more measured fallback and logging
ee9d749a6f disable twelvedata candles due to inconsistent dividend handling
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lobo pushed to master at lobo/zfin-server 2026-03-24 12:33:22 +00:00
6a46606f83 use adj_close returns under most circumstances
lobo pushed to master at lobo/zfin 2026-03-24 12:29:05 +00:00
5052492ffd morningstar apparently snaps backward
070f2352f4 use adj_close returns in most cases (accounting for splits and dividends
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lobo pushed to master at lobo/zfin-server 2026-03-21 20:25:43 +00:00
be48c4a8e3 pick up money market synthesis in zfin
926fb64362 add last close to returns
5ffd9c1c8e add volatility times and latest
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lobo pushed to master at lobo/zfin 2026-03-21 20:24:38 +00:00
913996072e synthesize money market data if candles do not cover dividend data
7c392cec43 cache command updates
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lobo pushed to master at lobo/zfin-server 2026-03-21 19:42:35 +00:00
22b0d807bb include dividend reinvestment in trailing returns, add price data
lobo pushed to master at lobo/zfin 2026-03-20 21:19:08 +00:00
057bca14a1 fixes for interactive symbol mode
b1c80180bb remove anytype
5c19fc894b logging and tests
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