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[codex] Add personal tracker feature pack#1

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kularc2 wants to merge 5 commits into
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codex/finance-tracker-ideas
Draft

[codex] Add personal tracker feature pack#1
kularc2 wants to merge 5 commits into
mainfrom
codex/finance-tracker-ideas

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@kularc2 kularc2 commented May 10, 2026

Summary

Adds a future-facing feature pack for the finance tracker app:

  • Dashboard signal board with leader, laggard, alert, and position summary tiles.
  • Watchlist filtering and sorting by manual order, symbol, price, move, market cap, or alert proximity.
  • Local holdings tracker with shares, average cost, market value, and unrealized P/L.
  • Local price alerts for above/below target levels with triggered/nearest alert status.
  • Per-ticker research journal with thesis, risks, and comma-separated tags.

Why

This gives the app a stronger personal finance workflow while staying local-first and free-data friendly. It keeps Yahoo pricing as the market data source and stores personal context in UserDefaults only.

Validation

  • Built successfully for iOS Simulator with the FinanceTracker scheme.
  • Launched successfully on iPhone 17 Pro simulator.
  • Verified the dashboard renders with the new filter/sort controls.

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