MANIFEST.in
README.md
pyproject.toml
src/portfolio_analytics/__init__.py
src/portfolio_analytics/analyzer.py
src/portfolio_analytics/data_provider.py
src/portfolio_analytics/optimization.py
src/portfolio_analytics/performance.py
src/portfolio_analytics/portfolio.py
src/portfolio_analytics/risk_models.py
src/portfolio_analytics/visualization.py
src/portfolio_analytics/sample_data/market_data.db
src/portfolio_analytics_ai.egg-info/PKG-INFO
src/portfolio_analytics_ai.egg-info/SOURCES.txt
src/portfolio_analytics_ai.egg-info/dependency_links.txt
src/portfolio_analytics_ai.egg-info/requires.txt
src/portfolio_analytics_ai.egg-info/top_level.txt
src/v2/amfi_nav_downloader.py
src/v2/ingest_amfi_nav.py
src/v2/ingest_indices.py
src/v2/nse_indices_downloader.py
src/v2/test_charts.py
src/v2/api/__init__.py
src/v2/api/account_interest.py
src/v2/api/analytics.py
src/v2/api/analytics_calendar.py
src/v2/api/analytics_config.py
src/v2/api/auth_repo.py
src/v2/api/auth_routes.py
src/v2/api/bank_entry_matching.py
src/v2/api/bank_schedule_catch_up.py
src/v2/api/bank_schedules.py
src/v2/api/cas_import.py
src/v2/api/cas_repair.py
src/v2/api/cas_review.py
src/v2/api/cash_flow_analysis.py
src/v2/api/chart_cache.py
src/v2/api/chart_config.py
src/v2/api/chart_dashboard.py
src/v2/api/chart_routes.py
src/v2/api/chart_utils.py
src/v2/api/config.py
src/v2/api/coverage_repo.py
src/v2/api/coverage_routes.py
src/v2/api/db.py
src/v2/api/deps.py
src/v2/api/efficient_frontier.py
src/v2/api/env.py
src/v2/api/epfo_entry_matching.py
src/v2/api/epfo_schedule_catch_up.py
src/v2/api/epfo_schedule_math.py
src/v2/api/epfo_schedules.py
src/v2/api/errors.py
src/v2/api/excel_instructions.py
src/v2/api/financial_history.py
src/v2/api/financial_history_models.py
src/v2/api/financial_history_routes.py
src/v2/api/fire_assumptions.py
src/v2/api/fire_comparison.py
src/v2/api/fire_epfo_bindings.py
src/v2/api/fire_fingerprints.py
src/v2/api/fire_forecast_history.py
src/v2/api/fire_forecast_routes.py
src/v2/api/fire_household.py
src/v2/api/fire_household_models.py
src/v2/api/fire_household_routes.py
src/v2/api/fire_household_service.py
src/v2/api/fire_liability_projection.py
src/v2/api/fire_manual_models.py
src/v2/api/fire_manual_projection.py
src/v2/api/fire_manual_repository.py
src/v2/api/fire_manual_routes.py
src/v2/api/fire_manual_service.py
src/v2/api/fire_models.py
src/v2/api/fire_overview_models.py
src/v2/api/fire_overview_routes.py
src/v2/api/fire_overview_service.py
src/v2/api/fire_projection.py
src/v2/api/fire_public_keys.py
src/v2/api/fire_repository.py
src/v2/api/fire_routes.py
src/v2/api/fire_sensitivity.py
src/v2/api/fire_service.py
src/v2/api/fire_setup_models.py
src/v2/api/fire_setup_repository.py
src/v2/api/fire_setup_routes.py
src/v2/api/fire_setup_service.py
src/v2/api/fire_sources.py
src/v2/api/fire_taxonomy.py
src/v2/api/fire_taxonomy_models.py
src/v2/api/fire_taxonomy_routes.py
src/v2/api/import_center.py
src/v2/api/ledger_actions.py
src/v2/api/log_config.py
src/v2/api/market_data.py
src/v2/api/model_portfolio_repo.py
src/v2/api/model_portfolio_routes.py
src/v2/api/model_visibility.py
src/v2/api/onboarding_adapters.py
src/v2/api/onboarding_history_ledgers.py
src/v2/api/onboarding_models.py
src/v2/api/onboarding_past_sip.py
src/v2/api/onboarding_routes.py
src/v2/api/onboarding_service.py
src/v2/api/password_policy.py
src/v2/api/performance.py
src/v2/api/permissions.py
src/v2/api/portfolio.py
src/v2/api/portfolio_accounts.py
src/v2/api/portfolio_cash.py
src/v2/api/portfolio_goals.py
src/v2/api/portfolio_ledger.py
src/v2/api/portfolio_ledger_excel.py
src/v2/api/portfolio_model_repo.py
src/v2/api/portfolio_model_routes.py
src/v2/api/portfolio_repo.py
src/v2/api/portfolio_schedules.py
src/v2/api/principal.py
src/v2/api/rebalance_engine.py
src/v2/api/rebalance_routes.py
src/v2/api/schedule_catch_up.py
src/v2/api/schedule_recurrence.py
src/v2/api/server.py
src/v2/api/sip_occurrence.py
src/v2/api/sleeves.py
src/v2/api/tax_config.py
src/v2/api/tax_engine.py
src/v2/api/trace.py
src/v2/api/transaction_corrections.py
src/v2/api/transaction_excel.py
src/v2/api/users_repo.py
src/v2/api/users_routes.py
src/v2/api/charts/__init__.py
src/v2/api/charts/chart_api.py
src/v2/api/charts/chart_config.py
src/v2/api/charts/chart_engine.py
src/v2/api/charts/chart_types.py
src/v2/api/charts/data_processor.py
src/v2/api/charts/themes/__init__.py
src/v2/api/charts/themes/dark.py
src/v2/api/charts/themes/default.py
src/v2/api/charts/themes/professional.py
src/v2/api/models/enrichment.py
src/v2/api/models/product_pricing.py
src/v2/api/routes/enrichment.py
src/v2/api/routes/product_pricing.py
src/v2/api/services/__init__.py
src/v2/api/services/cas_import_job.py
src/v2/api/services/enrichment_job.py
src/v2/api/services/product_pricing.py
src/v2/api/services/product_pricing_job.py
src/v2/docs/plans/features/new_user_onboarding/post-impl-ui/build_contact_sheet.py
src/v2/docs/plans/features/new_user_onboarding/post-impl-ui/build_walkthrough_pdf.py
src/v2/infra/backfill_tax_lots.py
src/v2/infra/build_api_image.py
src/v2/infra/create_schema.py
src/v2/infra/env_utils.py
src/v2/infra/health_check.py
src/v2/infra/purge_onboarding_payloads.py
src/v2/infra/setup_dev_infra.py
src/v2/infra/setup_infra.py
src/v2/infra/ssh_utils.py
src/v2/scripts/__init__.py
src/v2/scripts/backup_cas_import.py
src/v2/scripts/benchmark_cas_real_images.py
src/v2/scripts/collect_enrichment_data.py
src/v2/scripts/generate_frontier_fixture.py
src/v2/scripts/generate_mock_cas_fixtures.py
src/v2/scripts/llm_enrich_sqlite.py
src/v2/scripts/phase3_validation_fixture.py
src/v2/scripts/render_frontier_test.py
src/v2/scripts/repair_cas_import.py
src/v2/scripts/replay_proxy_llm_request.py
src/v2/scripts/restore_cas_import.py
src/v2/scripts/run_daily_price_incremental.py
src/v2/scripts/scrape_deep_metadata.py
src/v2/scripts/seed_cas_portfolio.py
src/v2/scripts/seed_realistic_portfolios.py
src/v2/scripts/seed_sample_data.py
src/v2/scripts/update_index_prices_incremental.py
src/v2/scripts/update_listed_prices_incremental.py
src/v2/scripts/update_mf_prices_incremental.py
src/v2/scripts/update_yahoo_prices.py
src/v2/scripts/update_yahoo_prices_batched.py
src/v2/scripts/validate_enrichment.py
src/v2/scripts/validate_tax_config.py
src/v2/scripts/writeback_enrichment_to_pg.py
src/v2/scripts/troubleshooting/pool_probe.py
src/v2/tests/conftest.py
src/v2/tests/test_account_interest.py
src/v2/tests/test_amfi_nav_downloader.py
src/v2/tests/test_analytics_attribution.py
src/v2/tests/test_analytics_monthly_deterministic.py
src/v2/tests/test_analytics_returns.py
src/v2/tests/test_api_analytics_endpoints.py
src/v2/tests/test_api_auth.py
src/v2/tests/test_api_auth_gating.py
src/v2/tests/test_api_auth_routes.py
src/v2/tests/test_api_coverage.py
src/v2/tests/test_api_db.py
src/v2/tests/test_api_efficient_frontier.py
src/v2/tests/test_api_enrichment.py
src/v2/tests/test_api_env.py
src/v2/tests/test_api_integration.py
src/v2/tests/test_api_landing_page_endpoints.py
src/v2/tests/test_api_model_portfolio.py
src/v2/tests/test_api_performance_endpoints.py
src/v2/tests/test_api_portfolio_endpoints.py
src/v2/tests/test_api_portfolio_visibility.py
src/v2/tests/test_api_rebalance.py
src/v2/tests/test_api_users.py
src/v2/tests/test_backup_cas_import.py
src/v2/tests/test_bank_schedules.py
src/v2/tests/test_benchmark_data_source.py
src/v2/tests/test_cas_import.py
src/v2/tests/test_cas_llm_comparison.py
src/v2/tests/test_cas_llm_smoke.py
src/v2/tests/test_cas_review.py
src/v2/tests/test_cas_second_pass.py
src/v2/tests/test_cash_flow_analysis.py
src/v2/tests/test_chart_api_endpoints.py
src/v2/tests/test_chart_cache.py
src/v2/tests/test_chart_frontier_errors.py
src/v2/tests/test_chart_generation.py
src/v2/tests/test_create_schema.py
src/v2/tests/test_daily_price_incremental.py
src/v2/tests/test_db_connection_resolution.py
src/v2/tests/test_docs_contracts.py
src/v2/tests/test_docs_links.py
src/v2/tests/test_efficient_frontier.py
src/v2/tests/test_enrichment_job_service.py
src/v2/tests/test_env_utils.py
src/v2/tests/test_epfo_schedules.py
src/v2/tests/test_errors.py
src/v2/tests/test_fire_assumptions.py
src/v2/tests/test_fire_comparison.py
src/v2/tests/test_fire_forecast_history.py
src/v2/tests/test_fire_forecast_routes.py
src/v2/tests/test_fire_guided_inputs.py
src/v2/tests/test_fire_household_routes.py
src/v2/tests/test_fire_household_service.py
src/v2/tests/test_fire_inputs.py
src/v2/tests/test_fire_liability_projection.py
src/v2/tests/test_fire_manual_finances.py
src/v2/tests/test_fire_manual_models.py
src/v2/tests/test_fire_manual_projection.py
src/v2/tests/test_fire_manual_routes.py
src/v2/tests/test_fire_migration_upgrade.py
src/v2/tests/test_fire_overview.py
src/v2/tests/test_fire_performance.py
src/v2/tests/test_fire_projection.py
src/v2/tests/test_fire_query_plans.py
src/v2/tests/test_fire_route_inventory.py
src/v2/tests/test_fire_scenario_duplicate.py
src/v2/tests/test_fire_sensitivity.py
src/v2/tests/test_fire_setup_models.py
src/v2/tests/test_fire_setup_routes.py
src/v2/tests/test_fire_setup_service.py
src/v2/tests/test_fire_setup_status.py
src/v2/tests/test_fire_snapshot_concurrency.py
src/v2/tests/test_fire_sources.py
src/v2/tests/test_fire_taxonomy.py
src/v2/tests/test_fire_taxonomy_models.py
src/v2/tests/test_fire_taxonomy_routes.py
src/v2/tests/test_frontier_from_fixture.py
src/v2/tests/test_import_center.py
src/v2/tests/test_ingest_amfi_nav_parallel.py
src/v2/tests/test_ledger_actions.py
src/v2/tests/test_mf_enrichment_scripts.py
src/v2/tests/test_migrations.py
src/v2/tests/test_mock_cas_fixtures.py
src/v2/tests/test_onboarding_history_ledgers.py
src/v2/tests/test_onboarding_past_sip.py
src/v2/tests/test_onboarding_workflow.py
src/v2/tests/test_performance.py
src/v2/tests/test_phase14_sgb.py
src/v2/tests/test_phase3_validation_fixture.py
src/v2/tests/test_portfolio_ledger.py
src/v2/tests/test_portfolio_ledger_excel.py
src/v2/tests/test_portfolio_schedules_lifecycle.py
src/v2/tests/test_portfolio_workspace_fixture.py
src/v2/tests/test_product_pricing.py
src/v2/tests/test_product_pricing_jobs_yahoo.py
src/v2/tests/test_product_pricing_manual_excel.py
src/v2/tests/test_replay_frontier_error.py
src/v2/tests/test_replay_proxy_llm_request.py
src/v2/tests/test_restore_cas_import.py
src/v2/tests/test_schedule_catch_up.py
src/v2/tests/test_schedule_recurrence.py
src/v2/tests/test_seed_cas_portfolio.py
src/v2/tests/test_seed_realistic_portfolios.py
src/v2/tests/test_seed_sample_data.py
src/v2/tests/test_seed_users_portfolio.py
src/v2/tests/test_transaction_corrections.py
src/v2/tests/test_transaction_excel.py
tests/test_analyzer.py
tests/test_cached_stocks.py
tests/test_data_provider.py
tests/test_integration.py
tests/test_optimization.py
tests/test_portfolio.py