Changelog
0.1.0
- Holdings reconstruction with splits, bonus, reinvested dividends, paired switches and balance-type instruments (EPF, PPF, FD).
- XIRR (Newton with Brent fallback, multiple-root warning), TWR, Modified Dietz, rolling returns, drawdowns, volatility, Sharpe, Sortino, beta, alpha, capture ratios.
- Benchmark comparison (Long-Nickels direct equivalent and Kaplan-Schoar PME).
- Carino-linked contribution analysis and Brinson-Fachler attribution.
- Expense-ratio drag, commissions, regular vs direct plan cost.
- Commands: summary, xirr, twr, vs-benchmark, attribution, drawdowns, costs, report, import cas, import tradebook.
- Self-contained HTML report with SVG charts.