Functions — github.com/MarkusZoppelt/portfolio

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Functions385 in github.com/MarkusZoppelt/portfolio_rs

⨍ Functions 385◇ Types & classes 64

↓ 65 callersFunctionbin

()

tests/e2e_offline.rs:5

↓ 40 callersMethodis_disabled

(&self, component: Component)

src/tui.rs:189

↓ 37 callersMethodpath

Return the path to the configuration file.

src/config.rs:143

↓ 29 callersMethodas_str

Returns the string representation of the component

src/tui.rs:82

↓ 28 callersMethodget_ticker

(&self)

src/position.rs:93

↓ 27 callersMethodtitle

(self)

src/tui.rs:480

↓ 21 callersFunctionget

(uri: &str)

tests/api_offline.rs:42

↓ 19 callersMethodget_asset_class

(&self)

src/position.rs:67

↓ 18 callersMethodget_balance

(&self)

src/position.rs:71

↓ 14 callersMethodget_total_value

(&self)

src/portfolio.rs:41

↓ 14 callersMethodtotal_invested

(&self)

src/position.rs:137

↓ 13 callersFunctionfile_arg

`[FILE]` positional arg for the portfolio JSON file, reused by nearly every subcommand (falls back to the config file when omitted).

src/cli.rs:27

↓ 13 callersMethodget_name

(&self)

src/position.rs:57

↓ 13 callersFunctionload_portfolio_file

Load portfolio JSON from a file path, supporting `.gpg` encryption.

src/services/portfolio_loader.rs:36

↓ 11 callersFunctioncreate_live_portfolio_with_logging

Returns a portfolio with the latest quotes, with optional per-position error logging.

src/services/portfolio_loader.rs:49

↓ 11 callersMethoddaily_variation_percent

(&self)

src/position.rs:170

↓ 11 callersFunctionresolve_portfolio_file

Resolve the portfolio file: an explicit `FILE` argument wins, otherwise fall back to the configured portfolio file (workspace-aware).

src/commands/mod.rs:26

↓ 11 callersFunctionrouter_with

( positions_json: &str, file_path: Option<String>, policy_file: Option<String>, )

tests/api_offline.rs:21

↓ 11 callersMethodsort_positions_by_value_desc

(&mut self)

src/portfolio.rs:33

↓ 10 callersFunctionbuild_cli

()

src/cli.rs:75

↓ 10 callersMethodget_amount

(&self)

src/position.rs:85

↓ 10 callersMethodmarket_value

(&self)

src/position.rs:109

↓ 9 callersFunctionbin

()

tests/e2e_network.rs:11

↓ 9 callersFunctionbody_json

(response: axum::response::Response)

tests/api_offline.rs:37

↓ 9 callersFunctionexample_data

()

tests/e2e_network.rs:15

↓ 9 callersMethodget_purchases

(&self)

src/position.rs:178

↓ 9 callersFunctionwrite_dated_document

Write `content` to `file_path`, refusing to clobber an existing file. A dry-run only previews `content`; it never writes to disk and must never trip

src/document.rs:19

↓ 8 callersFunctioncreate_live_portfolio

Returns a portfolio with the latest quotes from JSON data.

src/services/portfolio_loader.rs:44

↓ 8 callersMethodportfolio

Build a live portfolio from the current JSON. Results are cached for a short TTL so bursts of reads (e.g. several HTTP requests) do not hammer the qu

src/state.rs:196

↓ 7 callersMethodget_historic_securities_value

Get the total value of all non-cash (securities) positions at a specific date

src/portfolio.rs:51

↓ 7 callersFunctionworkspace_with_policy

Set up a workspace with a policy and return (tempdir, workspace dir, policy path).

tests/e2e_offline.rs:515

↓ 6 callersFunctiondry_run_arg

`--dry-run` flag shared by every command that mutates the filesystem, so previews are spelled and behave identically everywhere.

src/cli.rs:55

↓ 6 callersFunctionexample_data

()

tests/e2e_offline.rs:510

↓ 6 callersMethodflow_metrics_since

(&self, start: DateTime<Utc>)

src/portfolio.rs:470

↓ 6 callersMethodget_allocation

(&self)

src/state.rs:369

↓ 6 callersMethodget_current_input_mut

(&mut self)

src/tui.rs:870

↓ 6 callersMethodmarket_price

(&self)

src/position.rs:105

↓ 6 callersFunctionok_response

(id: Option<serde_json::Value>, result: serde_json::Value)

src/commands/mcp.rs:68

↓ 6 callersFunctionparse_tab

(tab_str: Option<String>)

src/cli.rs:455

↓ 6 callersFunctionprocess_request

Handle one JSON-RPC message. Returns `None` for notifications (messages with no `id`), which per the JSON-RPC spec never get a response — e.g. the `no

src/commands/mcp.rs:89

↓ 5 callersFunctioncompute_weekly_series_batch

Efficient weekly series: one history fetch per ticker across full range, then sample weekly

src/tui.rs:336

↓ 5 callersFunctiondefault_balanced_growth_policy

()

src/policy.rs:8

↓ 5 callersFunctiondir_arg

`[DIR]` positional arg for a workspace-rooted directory, with `default`.

src/cli.rs:63

↓ 5 callersMethoddisable_component

(&mut self, component: Component)

src/tui.rs:185

↓ 5 callersFunctionget_arg_value

(matches: Option<&ArgMatches>, arg_name: &str)

src/cli.rs:451

↓ 5 callersMethodmark_refreshed

(&mut self)

src/tui.rs:665

↓ 5 callersMethodparse

(value: &str)

src/theme.rs:27

↓ 5 callersFunctionpath_to_string

↓ 5 callersFunctionposition_to_dto

(id: usize, position: &PortfolioPosition)

src/state.rs:975

↓ 5 callersMethodset_portfolio

(&mut self, portfolio: Portfolio)

src/tui.rs:616

↓ 4 callersMethodaverage_cost

(&self)

src/position.rs:113

↓ 4 callersMethoddraft_decision

Draft a structured decision record.

src/state.rs:703

↓ 4 callersMethodexit_edit_mode

(&mut self)

src/tui.rs:713

↓ 4 callersMethodgenerate_report

Generate a weekly Markdown report.

src/state.rs:652

↓ 4 callersMethodhistoric_variation_percent

(&self)

src/position.rs:162

↓ 4 callersFunctioninit_workspace

(dir: &str, dry_run: bool)

src/workspace.rs:23

↓ 4 callersFunctionparse_purchase_date

(date_str: &str)

src/position.rs:255

↓ 4 callersFunctionpolicy_arg

`--policy <FILE>` option pointing at a `policy.toml`, defaulting to the standard workspace location. Callers override `.help(...)` for command-specifi

src/cli.rs:34

↓ 4 callersFunctionpositions_to_string

Serialize a list of positions to pretty-printed JSON.

src/lib.rs:68

↓ 4 callersFunctionrender_asset_breakdown_grouped

(f: &mut Frame, area: Rect, portfolio: &Portfolio, app: &App)

src/tui.rs:2920

↓ 4 callersFunctionrender_detailed_allocation_positions

(f: &mut Frame, area: Rect, portfolio: &Portfolio)

src/tui.rs:1725

↓ 4 callersMethodsave

Persist the current positions back to the original file. Refuses to write `.gpg`-backed portfolios: decrypted content must never be written to disk.

src/state.rs:242

↓ 4 callersFunctionsimulate_rebalance

Simulate rebalancing scenarios for `portfolio` against `policy`. This is purely analytical: no trades are executed.

src/simulate.rs:58

↓ 4 callersFunctiontest_policy

Write a broad test policy into a fresh temp dir and return (guard, path).

tests/e2e_network.rs:20

↓ 4 callersMethodupdate_trends

(&mut self, portfolio: &Portfolio)

src/tui.rs:639

↓ 3 callersMethodadd_position

(&self, req: CreatePositionRequest)

src/state.rs:487

↓ 3 callersFunctioncreate_test_policy

()

src/review.rs:401

↓ 3 callersFunctionformat_arg

`--format <FORMAT>` option restricted to `markdown`/`json`, defaulting to `markdown`. Callers override `.help(...)` for command-specific wording.

src/cli.rs:44

↓ 3 callersFunctionformat_currency

(value: f64, currency: &str)

src/tui.rs:194

↓ 3 callersFunctionfrom_string

(data: &str)

src/position.rs:187

↓ 3 callersFunctionget_historic_price

get the price at a given date, cache on success, fallback to cache on failure

src/position.rs:267

↓ 3 callersMethodget_name_option

(&self)

src/position.rs:97

↓ 3 callersFunctionget_quote_name

Try to get the short name for a ticker from Yahoo Finance, cache on success, fallback to cache on failure

src/position.rs:305

↓ 3 callersMethodinvalidate_portfolio_cache

Drop the cached portfolio so the next read re-fetches quotes.

src/state.rs:221

↓ 3 callersFunctionjson_request

(method: &str, uri: &str, body: serde_json::Value)

tests/api_offline.rs:46

↓ 3 callersFunctionpercent

(value: f64, total: f64)

src/context.rs:346

↓ 3 callersFunctionpersist

Persist after a successful mutation, unless the portfolio is `.gpg`-backed (which is never rewritten) or purely in-memory.

src/api/mod.rs:184

↓ 3 callersMethodsave

Persist the config to disk.

src/config.rs:137

↓ 3 callersMethodto_toml

(&self)

src/policy.rs:214

↓ 2 callersFunctioncentered_rect

(percent_x: u16, percent_y: u16, r: Rect)

src/tui.rs:2900

↓ 2 callersFunctioncheck_workspace

Check a workspace directory for common health issues.

src/doctor.rs:32

↓ 2 callersFunctioncreate_router

Build the API router around an initialized [`ApiState`].

src/api/mod.rs:122

↓ 2 callersMethoddelete_position

(&self, id: usize)

src/state.rs:569

↓ 2 callersFunctiondir_option_arg

`--dir <DIR>` option for a workspace directory, with `default`.

src/cli.rs:68

↓ 2 callersMethodeffective_portfolio_file

Resolve the effective portfolio file path. - In workspace mode, returns `<workspace_dir>/positions.json` if the workspace exists. - In simple mode, r

src/config.rs:157

↓ 2 callersFunctionerror_response

(id: Option<serde_json::Value>, code: i32, message: String)

src/commands/mcp.rs:77

↓ 2 callersMethodfetch_portfolio

Fetch live quotes, update the network status, and refill the cache.

src/state.rs:209

↓ 2 callersMethodfind_and_update_position_by_identifier

( &self, sorted_position_index: usize, updater: F, )

src/tui.rs:961

↓ 2 callersFunctiongenerate_decision_draft

Generate the Markdown body of a structured decision draft.

src/decision.rs:6

↓ 2 callersFunctiongenerate_markdown_report

Generate the Markdown body of a weekly portfolio report.

src/report.rs:6

↓ 2 callersMethodget_current_input

(&self)

src/tui.rs:862

↓ 2 callersMethodget_portfolio_summary

(&self)

src/state.rs:295

↓ 2 callersFunctionget_quote_price

Get the latest price for a ticker, cache on success, fallback to cache on failure

src/position.rs:193

↓ 2 callersMethodget_trend_color

(&self, name: &str, base_color: Color)

src/tui.rs:670

↓ 2 callersFunctionhandle_position

Get the latest price for a ticker and update the positionthen then return the updated position as a new object

src/position.rs:333

↓ 2 callersMethodload_file

Load a portfolio file (plaintext or `.gpg`) into state.

src/state.rs:74

↓ 2 callersMethodnext_edit_field

(&mut self)

src/tui.rs:846

↓ 2 callersMethodpolicy_path

Resolve the effective policy file path.

src/state.rs:163

↓ 2 callersMethodprevious_edit_field

(&mut self)

src/tui.rs:854

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