230 tickers whose Yahoo chart responses now come back without a timestamp
array (terminated/merged funds): goget overwrites the .json on every pass
while ohlc.Conv skips the write, leaving the old CSVs as the last known
series. Snapshot them into overrides/frozen/ (git-tracked, audited in
reports/stale-funds.md) and make data.py prefer the frozen copies and
ignore any future data-root rewrite/delete for those symbols, so the
final series survives future goget runs. The cache manifest now covers
the overrides dir too; incremental refresh skips data-root files of
frozen symbols.
- data.py: non-blocking load_bundle(); background watcher thread refreshes
the parquet cache (5s scan, 30s min rebuild cadence); refresh()/
up_to_date()/generation()
- statistics tab: one table per benchmark (vs <label>), plain column names
(beta/alpha/return/vol...), selectable+reorderable stat list in
settings.json
- correlation tab: per-portfolio components-vs-benchmarks +
all-portfolios-vs-benchmarks; numbered columns
- global date range (window radio + start/end boxes) applied to all tabs;
metrics.xcorr(); equity window radio gains YTD/3M/1M
The cache now tracks every file in the data dir (mtime_ns + size) in
.cache/manifest.json. On load, a directory scan is compared against the
manifest:
- changed/added files are re-read and merged into the parquet panels
(one read + one concat + one write per touched panel; new values
win where present, old values kept where the new file is short)
- removed files drop their symbols (and names)
- an up-to-date cache is a ~30 ms memo hit
Measured on the real 4k-symbol set: full build 54 s, refresh of
5 modified + 1 added + 1 removed files 3.4 s. No scan TTL (a scan is
a few ms); a previous 5 s scan cache masked data updates.
Tests: tests/test_data.py (11 checks) added as step 1 of run_tests.sh.
- single spec grammar for symbol and benchmark fields: commas join one
portfolio (MSFT:0.6,V:0.4), spaces separate distinct symbols/portfolios;
both fields accept one or many entries
- benchmarks simulated with the same scheme/cost/tax rules; per-benchmark
beta/alpha columns; after-tax benchmark curves
- global Curve mode (pre/after/both) above the tabs; clean names in
single-curve mode
- live updates: field commits on Enter/blur, page recomputes per rerun;
portfolio+tax sims cached (st.cache_data); plotly.js from CDN (4.6MB ->
browser-cached) with F_INLINE_PLOTLY=1 offline fallback
- chart: legend underneath, solid lines, pan sticks to data edges
(width-preserving), zoom edge-clamped
- inputs persist in settings.json across reloads/restarts/devices
- tests: tests/test_app.py (AppTest) + tests/test_e2e_browser.py
(Playwright) via ./run_tests.sh
