vitals / src /portfolio.py

Commit History

  1. Pre-split entries ask the user (adjust both, price only, keep) instead of a silent rewrite; data-layer canary so renamed tickers (SQ→XYZ) resolve while real outages read as retry

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    5e24259
  2. Resolver hardening: data-source failures are retryable (LookupUnavailable), per-row endpoint never 500s, client retries once then click-to-retry

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    2a0814c

  1. Token cost strategy: usage accounting, effort levels, thinking off for extraction, Sonnet for mechanics, slim CIO payload, one sample from 20 names

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    c733c45
  2. Split-aware import with auto-correction, table import without LLM, parallel strategist+candidates, stock-picker instrument rules, steeper concentration

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    3876fb1
  3. Speed: Sharadar price layer, batched prefetch, pre-warm on import, batched resolve, split CIO, time budget, street targets

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    0a1ea07

  1. Lot averaging: several purchases per ticker, sales netted, per-lot tax periods

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    7bc086a
  2. resolver: exact-symbol rule applies only to direct ticker searches; name-expanded searches use whole-word matching

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    dd93e05
  3. resolver: exact base-symbol match for ticker queries, whole-word name matching for name queries

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    dfd5b73
  4. resolver: secondary-venue demotion, US-first for US-shaped tickers, cached-search fix, demerged-ticker recovery

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    c7db9b3
  5. emerging markets: full Alpha Vantage venue map (India via BSE line, China, Frankfurt, Lisbon, Brussels, TSX-V), symbol-search resolver, EM benchmarks, India instruments, demerged-ticker recovery

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    07c171e
  6. deterministic ISIN resolution via OpenFIGI (primary listing by country), ISIN-aware fallback

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    2fbf8c3

  1. institutional layer: Sharadar-primary data + sanity gates, valuation ranges/reverse DCF/sector models, risk analytics (stress, VaR, look-through, tilts, liquidity), domicile benchmark, lens sampling + audit trail, tax/cost-aware plan, suitability, regression suite

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    e814ba8
  2. feature: entry anomaly validation — split detection, wrong-listing LLM check, one-click corrections

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    e5d0a88

  1. Upload folder using huggingface_hub

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  1. Upload folder using huggingface_hub

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