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gitignore notes/ (personal tax profile); README pointer

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Greg Pomerantz 2026-09-01 12:42:25 -04:00
parent 19b33d5a18
commit 6c147cc850
2 changed files with 7 additions and 0 deletions
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.gitignore vendored
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@ -10,3 +10,4 @@ fundlab/universe_cache/
fundlab/xcheck_run.log fundlab/xcheck_run.log
fundlab/streamlit.log fundlab/streamlit.log
reports/report_data_adhoc.json reports/report_data_adhoc.json
notes/

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README.md
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@ -170,3 +170,9 @@ a silent no-op — it caught a mis-filed entry in CVSIX).
Ideas: vectorbt sweeps over rebalance schemes, NiceGUI/Textual frontend, Ideas: vectorbt sweeps over rebalance schemes, NiceGUI/Textual frontend,
empyrical-reloaded metrics, monthly (not yearly) loss netting, tax-loss empyrical-reloaded metrics, monthly (not yearly) loss netting, tax-loss
harvesting simulation. harvesting simulation.
## Local notes
`notes/tax.md` (gitignored) holds the personal tax profile, verified rate tables,
inherited-IRA rules/strategy, and the vehicle plan for this account. Update it when
tax facts change.