• Joined on 2019-01-28
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
lobo pushed to master at lobo/wttr 2026-08-13 15:56:46 +00:00
f58fc54eb2 add (local) explain command to provide insights on the resolution chain
cbabb810ee pin us/non-us as well for imperial/metric default
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lobo pushed to master at lobo/zfin-server 2026-08-13 01:21:49 +00:00
cc285eed25 add diagnostics route
lobo pushed to master at lobo/zfin 2026-08-13 00:21:46 +00:00
4a86ecb95e re-export freshness for downstream
26a7112572 add diagnose command, properly handle demand tracked vs always refreshed symbols
97c4e3a2e8 add zfin cache refresh command to force re-download
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