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• 4236ca1866 AGENTS.md: document the 8599 hot-reload trap (app.py reloads, imported modules don't) + server relaunch recipe main Greg Pomerantz 2026-09-02 07:25:47 -0400
• bdb887dee8 Statistics tab: use the BIL daily total return as rf (Fund Lab convention) Greg Pomerantz 2026-09-02 07:03:17 -0400
• d5a7bb70b0 Statistics tab: fix benchmark alignment + rf-adjusted Sharpe/Sortino/alpha Greg Pomerantz 2026-09-02 06:53:36 -0400
• d7302b1646 Add LCRIX proxy portfolio (Leuthold Core, from 2026-03-31 N-CSRS asset mix) Greg Pomerantz 2026-09-01 21:42:49 -0400
• 9f657dc9f4 Tax engine: apply NIIT + state/local to the equity path (not just recorded taxes) Greg Pomerantz 2026-09-01 17:22:04 -0400
• 5e5a10d725 Fix Yahoo total-distribution double count (1,957 syms) Greg Pomerantz 2026-09-01 16:23:03 -0400
• 6c147cc850 gitignore notes/ (personal tax profile); README pointer Greg Pomerantz 2026-09-01 12:42:25 -0400
• 19b33d5a18 Add NIIT + state/local rates to the after-tax model (NYC support) Greg Pomerantz 2026-09-01 09:37:58 -0400
• 576d9fba97 Fix after-tax model: raw prices + reinvestment (was 2.7x over-taxing) Greg Pomerantz 2026-08-31 23:58:15 -0400
• 43ddd3ec7f Repair Yahoo adj-close/event-date misalignment (JLPSX, JLPYX) Greg Pomerantz 2026-08-31 23:08:42 -0400
• 3c5bee96ce Clean multi-vintage 'ctime' files: 1,065 files, 2.2M stale rows Greg Pomerantz 2026-08-31 22:25:02 -0400
• bb8e39605e Event-history protection: backup dir, empty-download fallback, docs Greg Pomerantz 2026-08-31 21:59:25 -0400
• e20b2e30cb Double-listing: layout-agnostic invariants, whole-dump sweep, bulk corrections Greg Pomerantz 2026-08-31 21:00:36 -0400
• 08bc63a2ef README: update the remaining data gaps after the double-listing corrections Greg Pomerantz 2026-08-31 19:50:52 -0400
• e15cb51390 Corrections: resolve the 7 stale mismatches via the Yahoo double-listing pattern Greg Pomerantz 2026-08-31 19:50:18 -0400
• 1f5720d7db verify_official: 497/497K forms, per-share layout, candidate re-ranking Greg Pomerantz 2026-08-31 18:10:39 -0400
• 9263283995 Corrections overlay: per-symbol distribution fixes survive re-downloads Greg Pomerantz 2026-08-31 14:49:39 -0400
• 6536c9903e Tier-3 verification: cross-check distributions against SEC filings Greg Pomerantz 2026-08-31 14:41:03 -0400
• 02aa750a06 Freeze stale (Yahoo-empty) tickers: snapshot final series in overrides/frozen/ Greg Pomerantz 2026-08-31 13:23:24 -0400
• 2bbe4e58ec Style-tilt battery + commentary in the fund report pipeline Greg Pomerantz 2026-08-30 20:36:04 -0400
• d2ff607c79 On-demand per-fund reports for standalone Symbol-box funds Greg Pomerantz 2026-08-30 18:35:42 -0400
• e28f8fcf85 Report charts: re-basing-on-zoom widget (same as Equity tab); layout fixes Greg Pomerantz 2026-08-30 18:15:11 -0400
• 3fbf332b31 Per-fund report: app Summary page + narrative engine + mix_series beta fix Greg Pomerantz 2026-08-30 17:36:58 -0400
• 328855a926 Fund report: 11 candidates + 13 shortlist funds, self-contained HTML Greg Pomerantz 2026-08-30 17:00:41 -0400
• 89674c24dd Compute all alphas in excess of the 3-mo T-bill rate (BIL) Greg Pomerantz 2026-08-30 15:50:15 -0400
• 9f666538c3 Add CASH axis: money-market/cash-equivalents as a return driver Greg Pomerantz 2026-08-30 13:27:41 -0400
• 6f6d6b8047 CEF app tab: full 239-fund verified tax-arb ranking Greg Pomerantz 2026-08-28 16:04:59 -0400
• 857dfce19f CEF universe verification: 241/295 parsed + component-sum fractions Greg Pomerantz 2026-08-28 16:04:19 -0400
• 81ef602d52 CEF app tab + server watchdog + full-universe verification batch Greg Pomerantz 2026-08-28 14:57:01 -0400
• 22faeef2ec CEF stage 2b complete: 48/50 shortlist verified (47 parsed + DXYZ zero-dist) Greg Pomerantz 2026-08-28 14:50:46 -0400
• 6f8bde4c35 CEF stage 2b: per-share financial-highlights parser (cef_annual.py) Greg Pomerantz 2026-08-28 07:30:16 -0400
• d1e85026bf CEF pass: universe (SEC report, 973 -> 295 listed) + stage 1 screen + stage 2a character Greg Pomerantz 2026-08-27 22:24:12 -0400
• f8409fff7a RESEARCH.md: placement premise (IRA distributions taxed ordinary at withdrawal, UBTI excepted) + constrained-taxable volatility rule Greg Pomerantz 2026-08-27 20:32:26 -0400
• 499ae5813d RESEARCH.md: tax strategy landscape (offset/deferral/charitable taxonomy) Greg Pomerantz 2026-08-27 20:15:15 -0400
• 895efc9bff Correct ROC placement: ROC defers to the investor's LTCG, like appreciation - a taxable-account feature, not an IRA one Greg Pomerantz 2026-08-27 17:11:55 -0400
• 620e2499ac RIC-vs-pass-through verification + return-of-capital detector Greg Pomerantz 2026-08-27 16:04:59 -0400
• 9458e316cb Price-appreciation vs payout split (fundlab/taxsplit.py) Greg Pomerantz 2026-08-27 14:34:42 -0400
• 8a9ca25750 Tax-location plan: taxable account vs IRA per fund Greg Pomerantz 2026-08-27 14:08:15 -0400
• d0ae2ec348 Drawdown-resilience screen: who was positive when equities crashed Greg Pomerantz 2026-08-27 13:29:01 -0400
• a09861f39f N-PORT cross-check: verify top candidates' actual holdings Greg Pomerantz 2026-08-27 12:43:17 -0400
• f68b239b9a Factor screen (v2, 35 drivers) + return-driver clusters Greg Pomerantz 2026-08-27 08:35:42 -0400
• 4fdd5fcfd1 Overnight comprehensive screen COMPLETE: 2,384 funds, 250 candidates, RESEARCH.md results + next iterations Greg Pomerantz 2026-08-27 06:56:33 -0400
• 11f569b2ab Watchdog: pidfile liveness (pgrep -f was fooled by shells quoting the pattern); per-batch download fault isolation Greg Pomerantz 2026-08-26 22:09:20 -0400
• eac61683f6 RESEARCH.md: live progress notes + /tmp-cleanup infra lesson Greg Pomerantz 2026-08-26 21:41:07 -0400
• a94eac6545 Overnight comprehensive screen: drop the name pre-filter, screen all 2,384 funds Greg Pomerantz 2026-08-26 21:33:11 -0400
• 592d12958f Find candidate funds NOT in the DB: exhaustive EDGAR 497-universe pass Greg Pomerantz 2026-08-26 15:22:52 -0400
• afec7bda73 Alpha search: mine + screen the local DB for idiosyncratic alpha complements Greg Pomerantz 2026-08-26 13:34:34 -0400
• db5fc4626d Fund Lab: returns-based strategy decomposition for the 16 shortlist funds Greg Pomerantz 2026-08-26 11:59:59 -0400
• 54d26939dc Fund Lab: N-PORT holdings page for the 16-fund shortlist Greg Pomerantz 2026-08-26 09:59:24 -0400
• 7b27920a77 fundlab: extract strategy sections from EDGAR docs; --strategy CLI mode Greg Pomerantz 2026-08-25 23:06:13 -0400
• 5c6d95a8b4 fundlab: actively-managed fund support (16/16 tickers) Greg Pomerantz 2026-08-25 22:10:02 -0400
• e9f8dfc462 fundlab: EDGAR investment-objective fetcher + curated fallback Greg Pomerantz 2026-08-25 18:15:48 -0400
• 4f36bc7aea app: background cache refresh, per-benchmark stats, correlation tab, global date range Greg Pomerantz 2026-08-25 18:15:47 -0400
• cba7291676 data: manifest-based incremental refresh of the parquet cache Greg Pomerantz 2026-08-24 17:28:20 -0400
• d8703a7a63 Stock & Portfolio Analyzer: full UI rework Greg Pomerantz 2026-08-24 16:05:27 -0400