asset-history — Roadmap

Summary: Standalone Python utility that fetches, stores, reconciles, and exports historical end-of-day (EOD) financial asset data (prices + dividends) for equity indices and ETFs. Generic financial infrastructure — not SD App-specific.

Type: Simple Primary consumer: SD App packages/sd-math historical analysis (M2)

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Phase 1 — Core Infrastructure ✅ Complete

• Chunk 1: Scaffold + SQLite schema (tickers, price_sources, prices) + CRUD + pytest ✅
• Chunk 2: Source adapters (Yahoo, Bank of Canada, Tiingo, FRED) + reconcile + CLI + notify ✅
• Chunk 3: README.md + integration verification + live source test (pytest -m slow) ✅

Gate: asset-history fetch XIC.TO --source yahoo completes end-to-end; asset-history status shows coverage; pytest -m "not slow" passes.

Phase 2 — Additional Tickers ⬜ (deferred)

• Register additional CA/US tickers as sd-math requires them (no current need)

Phase 3 — Scheduled Updates ✅ Complete

• Weekly asset-history update scheduled via cron — Sunday 2am
• Log: ~/projects/asset-history/data/update.log (last 500 lines retained)
• Notify: conflicts trigger notify_manager alert (requires Tiingo/FRED keys for full coverage)