Portfolio on Hardcode Consulting

Portfolio on Hardcode Consulting https://blog.hardcodeconsulting.tech/tags/portfolio/ Recent content in Portfolio on Hardcode Consulting Hardcode Consulting https://blog.hardcodeconsulting.tech/favicon.svg https://blog.hardcodeconsulting.tech/favicon.svg Hugo -- 0.162.0 en Wed, 20 May 2026 18:00:00 +0530 Corporate Actions and the Backfill Pipeline https://blog.hardcodeconsulting.tech/post/sanchayam-corporate-actions/ Wed, 20 May 2026 18:00:00 +0530 https://blog.hardcodeconsulting.tech/post/sanchayam-corporate-actions/ Sanchayam's backfill pipeline: resolves splits from Yahoo Finance, extracts NSE name changes via DeepSeek, and stores historical symbol aliases. Friday Snapshots: Weekly Portfolio and Historical Backfill https://blog.hardcodeconsulting.tech/post/sanchayam-snapshots/ Thu, 14 May 2026 17:00:00 +0530 https://blog.hardcodeconsulting.tech/post/sanchayam-snapshots/ How Sanchayam runs Friday portfolio snapshots, Saturday historical backfill with 10 concurrent workers, weekly price pruning, and family snapshot rebuilds. XIRR from Scratch: Newton-Raphson on a Portfolio https://blog.hardcodeconsulting.tech/post/sanchayam-xirr/ Fri, 08 May 2026 16:00:00 +0530 https://blog.hardcodeconsulting.tech/post/sanchayam-xirr/ Sanchayam's XIRR: Newton-Raphson with multiple starting guesses, absolute return fallback under 365 days, and portfolio-level XIRR with FX conversion. FIFO Cost Basis and Realized P&L https://blog.hardcodeconsulting.tech/post/sanchayam-fifo/ Sat, 02 May 2026 15:00:00 +0530 https://blog.hardcodeconsulting.tech/post/sanchayam-fifo/ How Sanchayam walks buy lots FIFO at sell time, records realized P&L per sell lot, and trims lot history to the current position for accurate XIRR. The Asset Schema: One Table for Every Asset Type https://blog.hardcodeconsulting.tech/post/sanchayam-asset-schema/ Wed, 08 Apr 2026 11:00:00 +0530 https://blog.hardcodeconsulting.tech/post/sanchayam-asset-schema/ How Sanchayam's asset catalog uses schema flags to handle equity, mutual funds, bank balances, and real estate from one table. Sanchayam: A Self-Hosted Multi-Asset Portfolio Tracker https://blog.hardcodeconsulting.tech/post/sanchayam-intro/ Thu, 02 Apr 2026 10:00:00 +0530 https://blog.hardcodeconsulting.tech/post/sanchayam-intro/ Self-hosted portfolio tracker for equity, mutual funds, crypto, and real estate. FIFO P&L, XIRR, FX conversion, and family portfolio sharing.