fin-infra 0.2.1__py3-none-any.whl → 0.2.3__py3-none-any.whl

fin_infra/analytics/add.py

@@ -239,9 +239,9 @@ def add_analytics(
 
         Note:
             Real holdings provide:
-            - Accurate cost basis → real profit/loss
-            - Security types → precise asset allocation
-            - Current values → live portfolio tracking
+            - Accurate cost basis -> real profit/loss
+            - Security types -> precise asset allocation
+            - Current values -> live portfolio tracking
         """
         # If with_holdings requested and investment provider available
         if with_holdings:

fin_infra/analytics/portfolio.py

@@ -527,10 +527,10 @@ def portfolio_metrics_with_holdings(holdings: list) -> PortfolioMetrics:
         PortfolioMetrics with real portfolio analysis
 
     Real Data Advantages:
-        - Actual cost basis → accurate P/L calculations
-        - Real security types → precise asset allocation
-        - Current market values → live portfolio value
-        - No mock data → production-ready analytics
+        - Actual cost basis -> accurate P/L calculations
+        - Real security types -> precise asset allocation
+        - Current market values -> live portfolio value
+        - No mock data -> production-ready analytics
 
     Limitations:
         - Day/YTD/MTD returns require historical snapshots (not in holdings)
@@ -652,7 +652,7 @@ def calculate_day_change_with_snapshot(
         Function matches holdings by account_id + security_id for accurate tracking
         of individual position changes (accounts for buys/sells, not just price moves).
     """
-    # Build lookup map for previous snapshot: (account_id, security_id) → value
+    # Build lookup map for previous snapshot: (account_id, security_id) -> value
     previous_map = {}
     for holding in previous_snapshot:
         key = (holding.account_id, holding.security.security_id)
@@ -703,13 +703,13 @@ def _calculate_allocation_from_holdings(
         list[AssetAllocation] with asset_class, value, and percentage
 
     Asset Class Mapping:
-        - equity → Stocks
-        - etf → Stocks (equity ETFs grouped with stocks)
-        - mutual_fund → Bonds (conservative assumption)
-        - bond → Bonds
-        - cash → Cash
-        - derivative → Other
-        - other → Other
+        - equity -> Stocks
+        - etf -> Stocks (equity ETFs grouped with stocks)
+        - mutual_fund -> Bonds (conservative assumption)
+        - bond -> Bonds
+        - cash -> Cash
+        - derivative -> Other
+        - other -> Other
     """
     from collections import defaultdict
 

fin_infra/brokerage/__init__.py

@@ -54,8 +54,8 @@ def easy_brokerage(
     [!] **SAFETY**: Defaults to paper trading mode. Live trading requires explicit mode="live".
 
     Auto-detects provider based on environment variables:
-    1. If ALPACA_API_KEY and ALPACA_API_SECRET are set → Alpaca
-    2. Otherwise → Raises error (credentials required)
+    1. If ALPACA_API_KEY and ALPACA_API_SECRET are set -> Alpaca
+    2. Otherwise -> Raises error (credentials required)
 
     Args:
         provider: Provider name ("alpaca"). If None, defaults to alpaca.

fin_infra/categorization/__init__.py

@@ -2,7 +2,7 @@
 Transaction categorization module.
 
 Provides ML-based categorization of merchant transactions into 56 categories
-using a hybrid approach (exact match → regex → sklearn Naive Bayes → LLM).
+using a hybrid approach (exact match -> regex -> sklearn Naive Bayes -> LLM).
 
 Basic usage:
     from fin_infra.categorization import categorize

fin_infra/categorization/engine.py

@@ -1,5 +1,5 @@
 """
-Hybrid categorization engine (exact → regex → ML → LLM).
+Hybrid categorization engine (exact -> regex -> ML -> LLM).
 
 4-layer approach:
 1. Layer 1 (Exact Match): O(1) dictionary lookup, 85-90% coverage

fin_infra/categorization/llm_layer.py

@@ -197,7 +197,7 @@ class LLMCategorizer:
             self._track_cost()
 
             logger.info(
-                f"LLM categorized '{merchant_name}' → {prediction.category} "
+                f"LLM categorized '{merchant_name}' -> {prediction.category} "
                 f"(confidence={prediction.confidence:.2f})"
             )
 
@@ -252,7 +252,7 @@ class LLMCategorizer:
         # Format few-shot examples
         examples_text = "\n\n".join(
             [
-                f'Merchant: "{merchant}"\n→ Category: "{category}"\n→ Reasoning: "{reasoning}"'
+                f'Merchant: "{merchant}"\n-> Category: "{category}"\n-> Reasoning: "{reasoning}"'
                 for merchant, category, reasoning in FEW_SHOT_EXAMPLES
             ]
         )
@@ -338,10 +338,10 @@ Return JSON with category, confidence, and reasoning."""
 
     def reset_daily_cost(self):
         """Reset daily cost counter (called at midnight UTC)."""
-        logger.info(f"Resetting daily cost: ${self.daily_cost:.5f} → $0.00")
+        logger.info(f"Resetting daily cost: ${self.daily_cost:.5f} -> $0.00")
         self.daily_cost = 0.0
 
     def reset_monthly_cost(self):
         """Reset monthly cost counter (called on 1st of month)."""
-        logger.info(f"Resetting monthly cost: ${self.monthly_cost:.5f} → $0.00")
+        logger.info(f"Resetting monthly cost: ${self.monthly_cost:.5f} -> $0.00")
         self.monthly_cost = 0.0

fin_infra/credit/experian/parser.py

@@ -1,11 +1,11 @@
 """Response parsers for Experian API data to fin_infra models.
 
 Converts Experian API JSON responses to typed Pydantic models:
-- parse_credit_score(): dict → CreditScore
-- parse_credit_report(): dict → CreditReport
-- parse_account(): dict → CreditAccount
-- parse_inquiry(): dict → CreditInquiry
-- parse_public_record(): dict → PublicRecord
+- parse_credit_score(): dict -> CreditScore
+- parse_credit_report(): dict -> CreditReport
+- parse_account(): dict -> CreditAccount
+- parse_inquiry(): dict -> CreditInquiry
+- parse_public_record(): dict -> PublicRecord
 
 Example:
     >>> data = await client.get_credit_score("user123")

fin_infra/crypto/__init__.py

@@ -29,8 +29,8 @@ def easy_crypto(
     """Create a crypto data provider with zero or minimal configuration.
 
     Auto-detects provider based on environment variables:
-    1. If COINGECKO_API_KEY is set → CoinGecko Pro
-    2. Otherwise → CoinGecko Free (no key needed)
+    1. If COINGECKO_API_KEY is set -> CoinGecko Pro
+    2. Otherwise -> CoinGecko Free (no key needed)
 
     Args:
         provider: Provider name ("coingecko"). If None, defaults to coingecko.

fin_infra/goals/models.py

@@ -93,8 +93,8 @@ class FundingSource(BaseModel):
 
     Supports split allocation:
     - Multiple accounts can fund one goal (e.g., savings + checking)
-    - One account can fund multiple goals (e.g., savings → emergency + vacation)
-    - Allocation percentages must sum to ≤100% per account
+    - One account can fund multiple goals (e.g., savings -> emergency + vacation)
+    - Allocation percentages must sum to <=100% per account
     """
 
     goal_id: str = Field(..., description="Goal identifier")

fin_infra/investments/__init__.py

@@ -74,8 +74,8 @@ def easy_investments(
         InvestmentProvider instance for fetching holdings, transactions, securities.
 
     Environment detection order:
-        1. If PLAID_CLIENT_ID set → Plaid
-        2. If SNAPTRADE_CLIENT_ID set → SnapTrade
+        1. If PLAID_CLIENT_ID set -> Plaid
+        2. If SNAPTRADE_CLIENT_ID set -> SnapTrade
         3. Default: Plaid (most common)
 
     Examples:

fin_infra/investments/providers/base.py

@@ -236,10 +236,10 @@ class InvestmentProvider(ABC):
             Standardized SecurityType enum value
 
         Example mappings:
-            Plaid: "equity" → SecurityType.equity
-            Plaid: "mutual fund" → SecurityType.mutual_fund
-            SnapTrade: "cs" → SecurityType.equity (common stock)
-            SnapTrade: "etf" → SecurityType.etf
+            Plaid: "equity" -> SecurityType.equity
+            Plaid: "mutual fund" -> SecurityType.mutual_fund
+            SnapTrade: "cs" -> SecurityType.equity (common stock)
+            SnapTrade: "etf" -> SecurityType.etf
 
         Note:
             Override in provider-specific implementations for custom mappings.

fin_infra/markets/__init__.py

@@ -33,8 +33,8 @@ def easy_market(
     """Create a market data provider with zero or minimal configuration.
 
     Auto-detects provider based on environment variables:
-    1. If ALPHA_VANTAGE_API_KEY or ALPHAVANTAGE_API_KEY is set → Alpha Vantage
-    2. Otherwise → Yahoo Finance (no key needed)
+    1. If ALPHA_VANTAGE_API_KEY or ALPHAVANTAGE_API_KEY is set -> Alpha Vantage
+    2. Otherwise -> Yahoo Finance (no key needed)
 
     Args:
         provider: Provider name ("alphavantage" or "yahoo").

fin_infra/net_worth/__init__.py

@@ -13,7 +13,7 @@ Calculates net worth by aggregating balances from multiple financial providers
 
 **Key Features**:
 - Multi-provider aggregation (banking + brokerage + crypto)
-- Currency normalization (all currencies → USD)
+- Currency normalization (all currencies -> USD)
 - Historical snapshots (daily at midnight UTC)
 - Change detection (>5% or >$10k triggers webhook)
 - Asset allocation breakdown (pie charts)

fin_infra/net_worth/aggregator.py

@@ -59,7 +59,7 @@ class NetWorthAggregator:
     - Multi-provider support (banking, brokerage, crypto)
     - Parallel account fetching (faster performance)
     - Graceful error handling (continue if one provider fails)
-    - Currency normalization (all → base currency)
+    - Currency normalization (all -> base currency)
     - Market value calculation (stocks/crypto)
 
     **Example**:

fin_infra/net_worth/calculator.py

@@ -3,7 +3,7 @@ Net Worth Calculator Module
 
 Provides core calculation functions for net worth tracking:
 - Net worth calculation (assets - liabilities)
-- Currency normalization (all currencies → base currency)
+- Currency normalization (all currencies -> base currency)
 - Asset allocation breakdown
 - Change detection (amount + percentage)
 

fin_infra/net_worth/insights.py

@@ -167,7 +167,7 @@ Be specific with numbers. Cite percentage changes and dollar amounts.
 Focus on actionable insights, not generic advice.
 
 Example 1:
-User: Net worth: $500k → $575k over 6 months. Assets: +$65k (investments +$60k, savings +$5k). Liabilities: -$10k (new mortgage).
+User: Net worth: $500k -> $575k over 6 months. Assets: +$65k (investments +$60k, savings +$5k). Liabilities: -$10k (new mortgage).
 Response: {
   "summary": "Net worth increased 15% ($75k) over 6 months, driven primarily by strong investment performance.",
   "period": "6 months",
@@ -191,7 +191,7 @@ Response: {
 }
 
 Example 2:
-User: Net worth: $100k → $95k over 3 months. Assets: -$2k (market down). Liabilities: +$3k (credit card debt).
+User: Net worth: $100k -> $95k over 3 months. Assets: -$2k (market down). Liabilities: +$3k (credit card debt).
 Response: {
   "summary": "Net worth decreased 5% ($5k) over 3 months due to market decline and rising credit card debt.",
   "period": "3 months",
@@ -333,7 +333,7 @@ Given current allocation, age, and risk tolerance:
 3. Provide specific rebalancing steps
 
 Rule of thumb:
-- Stock allocation = 100 - age (e.g., age 35 → 65% stocks)
+- Stock allocation = 100 - age (e.g., age 35 -> 65% stocks)
 - Bonds for stability (increases with age)
 - Cash for emergency fund (3-6 months expenses)
 

fin_infra/normalization/__init__.py

@@ -54,7 +54,7 @@ def easy_normalization(
     Example:
         >>> from fin_infra.normalization import easy_normalization
         >>> resolver, converter = easy_normalization()
-        >>> ticker = await resolver.to_ticker("037833100")  # CUSIP → AAPL
+        >>> ticker = await resolver.to_ticker("037833100")  # CUSIP -> AAPL
         >>> eur = await converter.convert(100, "USD", "EUR")  # 92.0
     """
     global _resolver_instance, _converter_instance
@@ -107,7 +107,7 @@ def add_normalization(
         >>> resolver, converter = add_normalization(app)
         >>>
         >>> # Routes available:
-        >>> # GET /normalize/symbol/037833100 → {"ticker": "AAPL", ...}
+        >>> # GET /normalize/symbol/037833100 -> {"ticker": "AAPL", ...}
         >>> # GET /normalize/convert?amount=100&from_currency=USD&to_currency=EUR
 
     Integration with svc-infra:

fin_infra/normalization/currency_converter.py

@@ -71,7 +71,7 @@ class CurrencyConverter:
         except ExchangeRateAPIError as e:
             logger.error(f"Failed to convert {from_currency} to {to_currency}: {e}")
             raise CurrencyNotSupportedError(
-                f"Conversion failed: {from_currency} → {to_currency}"
+                f"Conversion failed: {from_currency} -> {to_currency}"
             ) from e
 
     async def get_rate(
@@ -108,9 +108,9 @@ class CurrencyConverter:
             return rate_data.rate
 
         except ExchangeRateAPIError as e:
-            logger.error(f"Failed to get rate {from_currency} → {to_currency}: {e}")
+            logger.error(f"Failed to get rate {from_currency} -> {to_currency}: {e}")
             raise CurrencyNotSupportedError(
-                f"Rate not available: {from_currency} → {to_currency}"
+                f"Rate not available: {from_currency} -> {to_currency}"
             ) from e
 
     async def get_rates(self, base_currency: str = "USD") -> dict[str, float]:

fin_infra/normalization/providers/static_mappings.py

@@ -109,7 +109,7 @@ TICKER_TO_ISIN = {
 }
 
 # Provider-specific symbol normalization
-# Maps provider-specific format → standard ticker
+# Maps provider-specific format -> standard ticker
 PROVIDER_SYMBOL_MAP = {
     "yahoo": {
         # Yahoo Finance uses dashes for crypto

fin_infra/obs/classifier.py

@@ -63,8 +63,8 @@ def financial_route_classifier(route_path: str, method: str) -> str:
     svc-infra's add_observability route_classifier parameter.
 
     Classification Logic:
-    - Financial routes (e.g., /banking/*, /market/*) → "financial"
-    - All other routes → "public"
+    - Financial routes (e.g., /banking/*, /market/*) -> "financial"
+    - All other routes -> "public"
 
     This allows Grafana dashboards to split metrics by route class:
     - Filter by route_class="financial" for financial provider SLOs

fin_infra/recurring/add.py

@@ -109,7 +109,7 @@ def add_recurring_detection(
         Detect recurring patterns in transaction history.
 
         Analyzes transaction history for recurring subscriptions and bills using
-        3-layer hybrid detection (fixed → variable → irregular).
+        3-layer hybrid detection (fixed -> variable -> irregular).
 
         **Example Request:**
         ```json

fin_infra/recurring/detectors_llm.py

@@ -100,30 +100,30 @@ Examples:
 1. Merchant: "City Electric"
    Amounts: [$45, $52, $48, $55, $50, $49]
    Dates: Monthly (15th ±7 days)
-   → is_recurring: true, cadence: "monthly", range: (40, 60),
+   -> is_recurring: true, cadence: "monthly", range: (40, 60),
      reasoning: "Seasonal winter heating variation", confidence: 0.85
 
 2. Merchant: "T-Mobile"
    Amounts: [$50, $50, $50, $78, $50, $50]
    Dates: Monthly (20th ±3 days)
-   → is_recurring: true, cadence: "monthly", range: (50, 80),
+   -> is_recurring: true, cadence: "monthly", range: (50, 80),
      reasoning: "Occasional overage charge spike", confidence: 0.80
 
 3. Merchant: "Random Store"
    Amounts: [$10, $45, $23, $67, $12]
    Dates: Irregular
-   → is_recurring: false, reasoning: "Too much variance, no pattern", confidence: 0.95
+   -> is_recurring: false, reasoning: "Too much variance, no pattern", confidence: 0.95
 
 4. Merchant: "Gas Company"
    Amounts: [$45, $48, $50, $52, $120, $115]
    Dates: Monthly
-   → is_recurring: true, cadence: "monthly", range: (40, 120),
+   -> is_recurring: true, cadence: "monthly", range: (40, 120),
      reasoning: "Winter heating season doubles bill", confidence: 0.80
 
 5. Merchant: "Gym Membership"
    Amounts: [$40, $40, $0, $40, $40]
    Dates: Monthly
-   → is_recurring: true, cadence: "monthly", range: (0, 40),
+   -> is_recurring: true, cadence: "monthly", range: (0, 40),
      reasoning: "Annual fee waived one month", confidence: 0.75
 
 Output format (JSON):

fin_infra/recurring/ease.py

@@ -43,7 +43,7 @@ def easy_recurring_detection(
     V2 Parameters (LLM Enhancement):
         enable_llm: Enable LLM for merchant normalization and variable detection (default: False)
                    When False, uses V1 pattern-based only (fast, $0 cost)
-                   When True, uses 4-layer hybrid (RapidFuzz → LLM normalization → Statistical → LLM variable detection)
+                   When True, uses 4-layer hybrid (RapidFuzz -> LLM normalization -> Statistical -> LLM variable detection)
         llm_provider: LLM provider to use (default: "google")
                      Options: "google" (Gemini 2.0 Flash, cheapest), "openai" (GPT-4o-mini), "anthropic" (Claude 3.5 Haiku)
         llm_model: Override default model for provider (default: None)
@@ -54,9 +54,9 @@ def easy_recurring_detection(
                                  Higher values (0.9) call LLM more often (more accurate, higher cost)
                                  Lower values (0.7) call LLM less often (less accurate, lower cost)
         llm_cache_merchant_ttl: Merchant normalization cache TTL in seconds (default: 604800 = 7 days)
-                               95% cache hit rate expected → most requests <1ms
+                               95% cache hit rate expected -> most requests <1ms
         llm_cache_insights_ttl: Insights generation cache TTL in seconds (default: 86400 = 24 hours)
-                               80% cache hit rate expected → most requests <1ms
+                               80% cache hit rate expected -> most requests <1ms
         llm_max_cost_per_day: Daily budget cap in USD (default: $0.10)
                              Supports ~33k normalizations or ~1k variable detections per day
                              Sufficient for 100k+ users
@@ -80,7 +80,7 @@ def easy_recurring_detection(
         >>> # V2: LLM-enhanced detection (better accuracy, minimal cost)
         >>> detector = easy_recurring_detection(enable_llm=True)
         >>> patterns = detector.detect_patterns(transactions)
-        >>> # Merchant normalization: "NFLX*SUB" → "Netflix" (90-95% accuracy)
+        >>> # Merchant normalization: "NFLX*SUB" -> "Netflix" (90-95% accuracy)
         >>> # Variable detection: Utility bills with seasonal variance (85-88% accuracy)
         >>> # Cost: ~$0.003/user/year with caching
 

fin_infra/recurring/insights.py

@@ -7,7 +7,7 @@ Provides on-demand insights for users:
 - Cost-saving recommendations (bundle deals, unused subscriptions)
 
 Uses ai-infra LLM with few-shot prompting.
-Caches results for 24 hours (80% hit rate expected) → <1ms latency.
+Caches results for 24 hours (80% hit rate expected) -> <1ms latency.
 Triggered via GET /recurring/insights API endpoint (not automatic).
 """
 
@@ -105,23 +105,23 @@ Guidelines:
 
 Examples:
 1. Subscriptions: Netflix $15.99, Hulu $12.99, Disney+ $10.99, Spotify $9.99, Amazon Prime $14.99
-   → "You have 5 subscriptions totaling $64.95/month. Consider the Disney+ bundle
+   -> "You have 5 subscriptions totaling $64.95/month. Consider the Disney+ bundle
       (Disney+, Hulu, ESPN+ for $19.99) to save $29.98/month. Also, Amazon Prime
       includes Prime Video - you may be able to cancel Netflix or Hulu."
-   → total_monthly_cost: 64.95
-   → potential_savings: 30.00
+   -> total_monthly_cost: 64.95
+   -> potential_savings: 30.00
 
 2. Subscriptions: Spotify $9.99, Apple Music $10.99
-   → "You're paying for both Spotify and Apple Music ($20.98/month). Cancel one
+   -> "You're paying for both Spotify and Apple Music ($20.98/month). Cancel one
       to save $10.99/month."
-   → total_monthly_cost: 20.98
-   → potential_savings: 10.99
+   -> total_monthly_cost: 20.98
+   -> potential_savings: 10.99
 
 3. Subscriptions: LA Fitness $40, Planet Fitness $10
-   → "You have 2 gym memberships totaling $50/month. Consider consolidating to
+   -> "You have 2 gym memberships totaling $50/month. Consider consolidating to
       just Planet Fitness to save $40/month."
-   → total_monthly_cost: 50.00
-   → potential_savings: 40.00
+   -> total_monthly_cost: 50.00
+   -> potential_savings: 40.00
 
 Output format (JSON):
 {
@@ -152,8 +152,8 @@ class SubscriptionInsightsGenerator:
     LLM-based subscription insights generator with caching.
 
     Layer 5 of 4-layer hybrid architecture (on-demand, optional):
-    1. Check cache first (80% hit rate, 24h TTL) → <1ms
-    2. Call LLM if cache miss → 300-500ms
+    1. Check cache first (80% hit rate, 24h TTL) -> <1ms
+    2. Call LLM if cache miss -> 300-500ms
     3. Cache result for 24 hours
     4. Return SubscriptionInsights
 
@@ -236,9 +236,9 @@ class SubscriptionInsightsGenerator:
         Generate subscription insights with natural language recommendations.
 
         Flow:
-        1. Check cache (80% hit rate, key: insights:{user_id}) → <1ms
+        1. Check cache (80% hit rate, key: insights:{user_id}) -> <1ms
         2. Check budget (daily/monthly caps)
-        3. Call LLM if cache miss → 300-500ms
+        3. Call LLM if cache miss -> 300-500ms
         4. Cache result (24h TTL)
         5. Return SubscriptionInsights
 

fin_infra/recurring/normalizer.py

@@ -26,12 +26,12 @@ def normalize_merchant(raw_name: str) -> str:
     Normalize merchant name for grouping.
 
     Pipeline:
-    1. Lowercase: "NETFLIX.COM" → "netflix.com"
-    2. Remove domain suffixes: "netflix.com" → "netflix"
-    3. Remove special chars: "netflix*subscription" → "netflix subscription"
-    4. Remove store/transaction numbers: "starbucks #12345" → "starbucks"
-    5. Remove legal entities: "netflix inc" → "netflix"
-    6. Strip whitespace: "  netflix  " → "netflix"
+    1. Lowercase: "NETFLIX.COM" -> "netflix.com"
+    2. Remove domain suffixes: "netflix.com" -> "netflix"
+    3. Remove special chars: "netflix*subscription" -> "netflix subscription"
+    4. Remove store/transaction numbers: "starbucks #12345" -> "starbucks"
+    5. Remove legal entities: "netflix inc" -> "netflix"
+    6. Strip whitespace: "  netflix  " -> "netflix"
 
     Args:
         raw_name: Original merchant name

fin_infra/recurring/normalizers.py

@@ -8,7 +8,7 @@ Handles cryptic merchant names that fail pattern-based normalization:
 - Legal entities: Inc, LLC, Corp, Ltd
 
 Uses ai-infra LLM with few-shot prompting for 90-95% accuracy.
-Caches results for 7 days (95% hit rate expected) → <1ms latency.
+Caches results for 7 days (95% hit rate expected) -> <1ms latency.
 Falls back to RapidFuzz if LLM fails or disabled.
 """
 
@@ -93,26 +93,26 @@ Common patterns:
 - POS systems: TST* (Toast), CLOVER*, SQUARE*
 
 Examples:
-1. "NFLX*SUB #12345" → Netflix (streaming)
-2. "Netflix Inc" → Netflix (streaming)
-3. "NETFLIX.COM" → Netflix (streaming)
-4. "SQ *COZY CAFE" → Cozy Cafe (coffee_shop, Square processor)
-5. "TST* STARBUCKS" → Starbucks (coffee_shop, Toast POS)
-6. "AMZN MKTP US" → Amazon (online_shopping)
-7. "SPFY*PREMIUM" → Spotify (streaming)
-8. "UBER *TRIP 12345" → Uber (rideshare)
-9. "LYFT   *RIDE ABC" → Lyft (rideshare)
-10. "CLOVER* PIZZA PLACE" → Pizza Place (restaurant, Clover POS)
-11. "AAPL* ICLOUD STORAGE" → Apple iCloud (cloud_storage)
-12. "MSFT*MICROSOFT 365" → Microsoft 365 (software_subscription)
-13. "DISNEY PLUS #123" → Disney Plus (streaming)
-14. "PRIME VIDEO" → Amazon Prime Video (streaming)
-15. "CITY ELECTRIC #456" → City Electric (utility_electric)
-16. "T-MOBILE USA" → T-Mobile (phone_service)
-17. "VERIZON WIRELESS" → Verizon (phone_service)
-18. "WHOLE FOODS MKT #789" → Whole Foods (grocery)
-19. "STARBUCKS #1234" → Starbucks (coffee_shop)
-20. "LA FITNESS #567" → LA Fitness (gym)
+1. "NFLX*SUB #12345" -> Netflix (streaming)
+2. "Netflix Inc" -> Netflix (streaming)
+3. "NETFLIX.COM" -> Netflix (streaming)
+4. "SQ *COZY CAFE" -> Cozy Cafe (coffee_shop, Square processor)
+5. "TST* STARBUCKS" -> Starbucks (coffee_shop, Toast POS)
+6. "AMZN MKTP US" -> Amazon (online_shopping)
+7. "SPFY*PREMIUM" -> Spotify (streaming)
+8. "UBER *TRIP 12345" -> Uber (rideshare)
+9. "LYFT   *RIDE ABC" -> Lyft (rideshare)
+10. "CLOVER* PIZZA PLACE" -> Pizza Place (restaurant, Clover POS)
+11. "AAPL* ICLOUD STORAGE" -> Apple iCloud (cloud_storage)
+12. "MSFT*MICROSOFT 365" -> Microsoft 365 (software_subscription)
+13. "DISNEY PLUS #123" -> Disney Plus (streaming)
+14. "PRIME VIDEO" -> Amazon Prime Video (streaming)
+15. "CITY ELECTRIC #456" -> City Electric (utility_electric)
+16. "T-MOBILE USA" -> T-Mobile (phone_service)
+17. "VERIZON WIRELESS" -> Verizon (phone_service)
+18. "WHOLE FOODS MKT #789" -> Whole Foods (grocery)
+19. "STARBUCKS #1234" -> Starbucks (coffee_shop)
+20. "LA FITNESS #567" -> LA Fitness (gym)
 
 Output format (JSON):
 {
@@ -131,8 +131,8 @@ class MerchantNormalizer:
     LLM-based merchant name normalizer with caching and fallback.
 
     Layer 2 of 4-layer hybrid architecture:
-    1. Check cache first (95% hit rate, 7-day TTL) → <1ms
-    2. Call LLM if cache miss → 200-400ms
+    1. Check cache first (95% hit rate, 7-day TTL) -> <1ms
+    2. Call LLM if cache miss -> 200-400ms
     3. Cache result for 7 days
     4. Return MerchantNormalized
 
@@ -221,9 +221,9 @@ class MerchantNormalizer:
         Normalize merchant name using LLM with caching.
 
         Flow:
-        1. Check cache (95% hit rate) → <1ms
+        1. Check cache (95% hit rate) -> <1ms
         2. Check budget (daily/monthly caps)
-        3. Call LLM if cache miss → 200-400ms
+        3. Call LLM if cache miss -> 200-400ms
         4. Validate confidence threshold
         5. Cache result (7-day TTL)
         6. Return MerchantNormalized
@@ -386,7 +386,7 @@ class MerchantNormalizer:
         # Remove special characters
         normalized = normalized.replace("*", " ").replace("#", " ").replace(".", " ")
 
-        # Remove store numbers (e.g., "starbucks 1234" → "starbucks")
+        # Remove store numbers (e.g., "starbucks 1234" -> "starbucks")
         import re
 
         normalized = re.sub(r"\b\d{3,}\b", "", normalized)

fin_infra/scaffold/goals.py

@@ -178,10 +178,10 @@ def scaffold_goals_core(
     Scaffold goals domain files: models, schemas, repository (optional), and __init__.py.
 
     Generates production-ready code from templates in fin_infra.goals.scaffold_templates:
-    - models.py.tmpl → Goal model with progress tracking, status, priority, milestones
-    - schemas.py.tmpl → GoalBase, GoalCreate, GoalUpdate, GoalRead with status validation
-    - repository.py.tmpl → GoalRepository with CRUD + domain methods (get_active, update_progress)
-    - README.md → Complete usage guide with examples
+    - models.py.tmpl -> Goal model with progress tracking, status, priority, milestones
+    - schemas.py.tmpl -> GoalBase, GoalCreate, GoalUpdate, GoalRead with status validation
+    - repository.py.tmpl -> GoalRepository with CRUD + domain methods (get_active, update_progress)
+    - README.md -> Complete usage guide with examples
 
     Args:
         dest_dir: Destination directory (will be created if missing)

fin_infra/security/pii_filter.py

@@ -116,8 +116,8 @@ class FinancialPIIFilter(logging.Filter):
         Mask Social Security Numbers.
 
         Examples:
-            123-45-6789 → ***-**-6789
-            123456789 → *****6789 (with context)
+            123-45-6789 -> ***-**-6789
+            123456789 -> *****6789 (with context)
         """
         # With dashes (high confidence)
         text = SSN_PATTERN.sub(lambda m: f"***-**-{m.group()[-4:]}", text)
@@ -145,7 +145,7 @@ class FinancialPIIFilter(logging.Filter):
         Mask Employer Identification Numbers.
 
         Example:
-            12-3456789 → **-****789
+            12-3456789 -> **-****789
         """
         return EIN_PATTERN.sub(lambda m: f"**-****{m.group()[-3:]}", text)
 
@@ -154,8 +154,8 @@ class FinancialPIIFilter(logging.Filter):
         Mask credit card numbers using Luhn validation.
 
         Examples:
-            4111 1111 1111 1111 → **** **** **** 1111
-            4111111111111111 → ************1111
+            4111 1111 1111 1111 -> **** **** **** 1111
+            4111111111111111 -> ************1111
         """
 
         def mask_card_match(match):
@@ -182,7 +182,7 @@ class FinancialPIIFilter(logging.Filter):
         Mask ABA routing numbers with checksum validation.
 
         Example:
-            021000021 → ******021
+            021000021 -> ******021
         """
 
         def mask_routing_match(match):
@@ -207,7 +207,7 @@ class FinancialPIIFilter(logging.Filter):
         Mask bank account numbers.
 
         Example:
-            1234567890 → ******7890
+            1234567890 -> ******7890
         """
 
         def mask_account_match(match):
@@ -231,7 +231,7 @@ class FinancialPIIFilter(logging.Filter):
         Mask CVV codes (context-dependent).
 
         Example:
-            CVV: 123 → CVV: ***
+            CVV: 123 -> CVV: ***
         """
 
         def mask_cvv_match(match):
@@ -255,7 +255,7 @@ class FinancialPIIFilter(logging.Filter):
         Mask email addresses.
 
         Example:
-            user@example.com → u***@example.com
+            user@example.com -> u***@example.com
         """
 
         def mask_email_match(match):
@@ -272,7 +272,7 @@ class FinancialPIIFilter(logging.Filter):
         Mask phone numbers.
 
         Example:
-            (555) 123-4567 → (***) ***-4567
+            (555) 123-4567 -> (***) ***-4567
         """
 
         def mask_phone_match(match):

fin_infra/tax/tlh.py

@@ -456,7 +456,7 @@ def _suggest_replacement(symbol: str, asset_class: str) -> str:
     # Simple rule-based suggestions (v1)
     # TODO: Replace with ai-infra LLM for intelligent suggestions
     replacements = {
-        # Tech stocks → sector ETFs
+        # Tech stocks -> sector ETFs
         "AAPL": "VGT",  # Tech ETF
         "MSFT": "VGT",
         "GOOGL": "VGT",
@@ -464,19 +464,19 @@ def _suggest_replacement(symbol: str, asset_class: str) -> str:
         "META": "VGT",
         "NVDA": "SOXX",  # Semiconductor ETF
         "AMD": "SOXX",
-        # Auto/EV → sector alternatives
+        # Auto/EV -> sector alternatives
         "TSLA": "ARKK",  # Innovation ETF
         "F": "XLI",  # Industrials ETF
         "GM": "XLI",
-        # Finance → sector ETF
+        # Finance -> sector ETF
         "JPM": "XLF",  # Financials ETF
         "BAC": "XLF",
         "GS": "XLF",
-        # Healthcare → sector ETF
+        # Healthcare -> sector ETF
         "JNJ": "XLV",  # Healthcare ETF
         "PFE": "XLV",
         "MRNA": "XBI",  # Biotech ETF
-        # Crypto → broad exposure
+        # Crypto -> broad exposure
         "BTC": "ETH",  # Ethereum (different asset)
         "ETH": "BTC",  # Bitcoin (different asset)
     }

{fin_infra-0.2.1.dist-info → fin_infra-0.2.3.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.3
 Name: fin-infra
-Version: 0.2.1
+Version: 0.2.3
 Summary: Financial infrastructure toolkit: banking connections, market data, credit, cashflows, and brokerage integrations
 License: MIT
 Keywords: finance,banking,plaid,brokerage,markets,credit,tax,cashflow,fintech,infra
@@ -47,26 +47,27 @@ Project-URL: Issues, https://github.com/nfraxlab/fin-infra/issues
 Project-URL: Repository, https://github.com/nfraxlab/fin-infra
 Description-Content-Type: text/markdown
 
-<div align="center">
-
 # fin-infra
 
-[![CI](https://github.com/nfraxlab/fin-infra/actions/workflows/ci.yml/badge.svg)](https://github.com/nfraxlab/fin-infra/actions/workflows/ci.yml)
+**Financial data infrastructure for fintech apps.**
+
 [![PyPI](https://img.shields.io/pypi/v/fin-infra.svg)](https://pypi.org/project/fin-infra/)
+[![CI](https://github.com/nfraxlab/fin-infra/actions/workflows/ci.yml/badge.svg)](https://github.com/nfraxlab/fin-infra/actions/workflows/ci.yml)
 [![Python](https://img.shields.io/pypi/pyversions/fin-infra.svg)](https://pypi.org/project/fin-infra/)
 [![License](https://img.shields.io/badge/license-MIT-blue.svg)](LICENSE)
-[![Downloads](https://img.shields.io/pypi/dm/fin-infra.svg)](https://pypi.org/project/fin-infra/)
-[![codecov](https://codecov.io/gh/nfraxlab/fin-infra/branch/main/graph/badge.svg)](https://codecov.io/gh/nfraxlab/fin-infra)
-
-### Financial data infrastructure for fintech apps
 
-**Banking, investments, market data, credit scores, and financial calculations in one toolkit.**
+## Overview
 
-[Documentation](docs/) · [Examples](examples/) · [PyPI](https://pypi.org/project/fin-infra/)
+Banking, investments, market data, credit scores, and financial calculations in one toolkit.
 
-</div>
+### Key Features
 
----
+- **Banking** - Plaid/Teller integration, accounts, transactions
+- **Investments** - Holdings, portfolio data, real P/L with cost basis
+- **Market Data** - Stocks, crypto, forex quotes and history
+- **Credit** - Credit scores and monitoring
+- **Analytics** - Cash flow, savings rate, spending insights
+- **Cashflows** - NPV, IRR, loan amortization calculations
 
 ## Why fin-infra?
 

{fin_infra-0.2.1.dist-info → fin_infra-0.2.3.dist-info}/RECORD

@@ -1,11 +1,11 @@
 fin_infra/__init__.py,sha256=7oL-CCsALNifBODAn9LriicaIrzgJkmVPvE-9duP0mw,1574
 fin_infra/__main__.py,sha256=1qNP7j0ffw0wFs1dBwDcJ9TNXlC6FcYuulzoV87pMi8,262
 fin_infra/analytics/__init__.py,sha256=-OsQUqLgOdafSNzbcIHy3G37nX2OwD0OzGj8C2Aiufs,2325
-fin_infra/analytics/add.py,sha256=-iAqKdvf9t0gQjjo3uOO56qA_ei4omKYDOynxb4SZPI,12654
+fin_infra/analytics/add.py,sha256=OdITXA5CjijhbBzokV3xlTcJCTiMLBDuUJ8OH9Pwkhw,12651
 fin_infra/analytics/cash_flow.py,sha256=VSsQHwTi6r6VFoScH9nu9Fj8XHC4O4B9TkAI8Alobm4,10284
 fin_infra/analytics/ease.py,sha256=aTAPc-Lmh6XP7REPVlAom38MtKCqeS-auNW-rpXRZJs,14282
 fin_infra/analytics/models.py,sha256=XFHeVZoPE0PcSFj59dNsdxISFVwdrTLU4sDCtExumrg,8193
-fin_infra/analytics/portfolio.py,sha256=d39sZGa3TQVX1xN2nplPHuxhsE-rahuiyzd612DeZ_Y,26417
+fin_infra/analytics/portfolio.py,sha256=3xP34nQXvLdj_6Bpz5sufRoND5hpGDnmespWAixgh80,26405
 fin_infra/analytics/projections.py,sha256=T7LLG0Pe5f-WwgfDITdTMk-l8cCLZTM9cEC_Vxf6mkc,9154
 fin_infra/analytics/rebalancing.py,sha256=VM8MgoJofmrCXPK1rbmVqWGB4FauNmHCL5HOEbrZR2g,14610
 fin_infra/analytics/savings.py,sha256=n3rGNFP8TU5mW-uz9kOuqX_mDiVnDyAeDN06Q7Abotw,7570
@@ -14,7 +14,7 @@ fin_infra/analytics/spending.py,sha256=ogLcfF5ZOLMkBIj02RISnA3hiY_PsLWZ2_AAzA7Fe
 fin_infra/banking/__init__.py,sha256=6wwGNITzyehC9MBQc5jy0ewSTuNetyQu2AdND51O55w,22450
 fin_infra/banking/history.py,sha256=YB-v9A03IZ_qki6A6mA-RO5Y4imlqk1CyP0W482ufdQ,10563
 fin_infra/banking/utils.py,sha256=HhxZbeaA8zqVttgMiJGnShTo_r_0DaD7T3IMq8n8340,15252
-fin_infra/brokerage/__init__.py,sha256=Z5w1vWqETaajWNFPJ3DbHscVpqjlkKtDAJ6O8JgS7Tg,17139
+fin_infra/brokerage/__init__.py,sha256=IXm5ko5T607LodexYSbKNZc6I_2CQGaOwQUlb-w9-ks,17137
 fin_infra/budgets/__init__.py,sha256=GgfujfgdVld6_yUf8bhkW-bsIXBLb4THlJMocVpA4mM,3986
 fin_infra/budgets/add.py,sha256=i7Av--Z14sYQDJHETiF9VL71ouWBZcs3H3VZ62gqFEo,13508
 fin_infra/budgets/alerts.py,sha256=XDSUPpRR1LNgSQU0Szlht0bLWI7RRBh1ElbcwGexbPs,9701
@@ -29,11 +29,11 @@ fin_infra/budgets/templates.py,sha256=V1Hfh0P_6iMdaSLtnFm9iEvXDUyFb7yqBObat98hDj
 fin_infra/budgets/tracker.py,sha256=RDPfYhOLSAp-RFlTWFTpYaB5mysu3QfQhhcqJzmVWUU,16444
 fin_infra/cashflows/__init__.py,sha256=N9ZGKwIrQs-eiZZxqCow2aLBhW1MKcJoasQjGtyV6l4,8517
 fin_infra/cashflows/core.py,sha256=YWvF0DVOfBkvO_MuDODjE-V_g52H2ixFRH_TjMXExDE,541
-fin_infra/categorization/__init__.py,sha256=efLje12AW-ec9Vs5ynb41r4XCIWx5a-Z9WoGb3kQdIE,2030
+fin_infra/categorization/__init__.py,sha256=p5uEFX0piPI5QmYtQ4lTrr0Cph5r01XpHDOi4RwwVv4,2027
 fin_infra/categorization/add.py,sha256=-I-V7R8vWj2-B8yjtFn_pNryQV5uascFR18a1Ltcqm0,6247
 fin_infra/categorization/ease.py,sha256=gvlVb_TL7kwm5oM_gWdrhZt4cJOSvYEgGipNJKK8CpM,5820
-fin_infra/categorization/engine.py,sha256=u1ZYDmuB0gZeJHn-CKvvwd7Z1HFiB-S91YuV_ZrK_Rc,12117
-fin_infra/categorization/llm_layer.py,sha256=CSe6q-cKQgnKUKSItdDQwzMd8K1dsp-Mwua7SWZ9Ux0,12670
+fin_infra/categorization/engine.py,sha256=tZ-WTkPUUcKe6rDFoCSu5BF_gezcjJfx8Yn9eUX4lDQ,12114
+fin_infra/categorization/llm_layer.py,sha256=hCqTfF3LPy7xs_7wJgBbwG4hYkoY2TtRSs_XWyihHuI,12665
 fin_infra/categorization/models.py,sha256=A8m3hAIbsUUV3eNjXpTiPWD1sYGjSdXEByTS3ZZASEA,5894
 fin_infra/categorization/rules.py,sha256=IpDnHBeuykRdu5vs3Lph4Y9-3RseIjjleQ5hZphQvNk,12849
 fin_infra/categorization/taxonomy.py,sha256=p-tSOwJ0O-rFZ1LIlHSYdaYdSc65084j0fdMI_6LW84,13251
@@ -52,10 +52,10 @@ fin_infra/credit/add.py,sha256=8mYshzS8VGlnI_2b5WxXU5QFBrI-iEPfN1RDNz0apcA,8556
 fin_infra/credit/experian/__init__.py,sha256=g3IJGvDOMsnB0er0Uwdvl6hGKKTOazqJxSDnB2oIBm0,761
 fin_infra/credit/experian/auth.py,sha256=1TfT0wnqjAs-RCzDZKF_NH8LjTPDi8uMq7uyNPLJmS4,5612
 fin_infra/credit/experian/client.py,sha256=jNvfiBM7Qn9w8J_ZqQReDa4ACymyoFVgopQpdznTI-o,8645
-fin_infra/credit/experian/parser.py,sha256=7ptdLyTWWqHWqCo1CXn6L7XaIn9ZRRuOaATbFmMZZ64,7489
+fin_infra/credit/experian/parser.py,sha256=KFLQd4_R_tXhQkJPJrDbdD1-GlGdJy6cAToVxKoZHcY,7484
 fin_infra/credit/experian/provider.py,sha256=a_BLyfc4wLUUqt8rkcbpHJuDB_DjFhS2kTZ-loVLdhM,13680
 fin_infra/credit/mock.py,sha256=xKWZk3fhuIYRfiZkNc9fbHUNViNKjmOLSj0MTI1f4ik,5356
-fin_infra/crypto/__init__.py,sha256=VTi2vjiDrlg0lU9H9tM3X-scRN-Z7QJ9UpdYIOeQcaw,8262
+fin_infra/crypto/__init__.py,sha256=Qv-Herm67r2dFJz2GA7ljemT_1shv2ZeWM3w6osY5HI,8260
 fin_infra/crypto/insights.py,sha256=cgMsjdrR7vOTKvEDbFCXpS7O7I8dMs1oz6cIbtrJWZI,11393
 fin_infra/documents/__init__.py,sha256=Ub1hbX3PTrBSsBdcbL8PFf6oq8jSH4pYxW45-qOYPqs,1909
 fin_infra/documents/add.py,sha256=2RSf_i39-JUT6c_jVsEQwW3FfQSlH4H9Z0t_H0vz86U,8091
@@ -70,7 +70,7 @@ fin_infra/goals/add.py,sha256=zobcqEsEzsmd9itSPyPmzpkzFQYZlETo9d17bU9s3mc,20534
 fin_infra/goals/funding.py,sha256=Fw6hUvb8yNWineEbRXFYgw4_ZRnGrBSChBjkb7Qozrs,9303
 fin_infra/goals/management.py,sha256=1Ur76J6-EoxIbLZVnyfw64F4wwTq8Sp5e-YWDk5qVP4,33859
 fin_infra/goals/milestones.py,sha256=1Sq-ZbW_H9Makw-kz4ekuw5kFGeDBNgnyTy-1Lr9TQo,9972
-fin_infra/goals/models.py,sha256=5X0BddvK9FBsXMTXBQn8YFBNLtIbXue9a4VdLH3rWR8,10173
+fin_infra/goals/models.py,sha256=SUBaQ9PaKsvWVmyT4qWdFxHsoJxevleTg9O6Qho03Zk,10171
 fin_infra/goals/scaffold_templates/README.md,sha256=CoE_3I2K32orOFH6CvfVBaJBTGDYIESd5-48V7vU1FI,9974
 fin_infra/goals/scaffold_templates/__init__.py,sha256=rLFam-mRsj8LvJu5kRBEIJtw9rFUof7KApgD2IRE56c,107
 fin_infra/goals/scaffold_templates/models.py.tmpl,sha256=b23Nlwm05MFMQE4qkrylTPXqulsN6cuFzNev2liY7DI,5714
@@ -79,12 +79,12 @@ fin_infra/goals/scaffold_templates/schemas.py.tmpl,sha256=M1hS1pK9UDXcNqPW-NGu98
 fin_infra/insights/__init__.py,sha256=fFYymoAY2zd7eooE-RqyFifXB_J-vVkHjyMak7o4wnQ,3984
 fin_infra/insights/aggregator.py,sha256=HtaJipSA-O_HVComBcyQdkGs6guoW81sYwRYHXGdBJI,10251
 fin_infra/insights/models.py,sha256=xov_YV8oBLJt3YdyVjbryRfcXqmGeGiPvZsZHSbvtl8,3202
-fin_infra/investments/__init__.py,sha256=DQJa32LdXspbtxydric-AfT3o5iDkqIByAsSriSfGak,6729
+fin_infra/investments/__init__.py,sha256=hJDHlKNXG0Hr3zsJeXdTEyvxL9PkVR8NkS2ULKnELWY,6727
 fin_infra/investments/add.py,sha256=UV2_99z1p8cUiifVFJXOF0lGd0ucMgZ5s9N7IFyE_NY,17193
 fin_infra/investments/ease.py,sha256=s716nYv5kzkJ-vGbVeIumqAN0-TEl1ai-If84uP9h68,9474
 fin_infra/investments/models.py,sha256=Es1GdrB640k50gtdzTtfh_66nxvYxORq0xbtXryoRGo,18319
 fin_infra/investments/providers/__init__.py,sha256=V1eIzz6EnGJ-pq-9L3S2-evmcExF-YdZfd5P6JMyDtc,383
-fin_infra/investments/providers/base.py,sha256=1plM-o_fV6jQyyPnpZT5q8ir96oyxvh0zwA3qpiVIFY,9810
+fin_infra/investments/providers/base.py,sha256=T9XC47hQ55rL0RG9r00PZsKS68wlXJacXudwPVf19Qs,9806
 fin_infra/investments/providers/plaid.py,sha256=X42cMpsHNcOPcYvl73jrP8x7nQ399n2_it3Ko9UIkI0,18751
 fin_infra/investments/providers/snaptrade.py,sha256=Hs5uM3F31mGzSONgVXLlL2BR86mjOWs8OhcpLiUeaAo,23251
 fin_infra/investments/scaffold_templates/README.md,sha256=q9xB__7xqSK5JTvzsDDHMsFirwWV-7TNn45R0k9F2aE,12081
@@ -92,7 +92,7 @@ fin_infra/investments/scaffold_templates/__init__.py,sha256=iR0oiAzXFYXHBnVJjaEn
 fin_infra/investments/scaffold_templates/models.py.tmpl,sha256=5inP5-jw-qEfPYxSN71tn4AojZ9PesOIeuHTw181N-c,5849
 fin_infra/investments/scaffold_templates/repository.py.tmpl,sha256=XwOEpQZfuXut1WLiq-GSSvv0oX0iYCW54eJNL0Cav94,14656
 fin_infra/investments/scaffold_templates/schemas.py.tmpl,sha256=knWmn-Kyr7AdgPD4ZPMb6T49ZuPXeuOMqmjYNyA0CA0,5451
-fin_infra/markets/__init__.py,sha256=Ba9iUTfDkkla8GwPo3gULTJYUDQh5gSgGN15BxHINpo,9865
+fin_infra/markets/__init__.py,sha256=pVPtfOZxIeHsPuCDOCydmJjdsOc44R9B2d5EbCZNhRU,9863
 fin_infra/models/__init__.py,sha256=y94RJ_1-bzgNUCxqE76X56WIOk3-El_Jueqy7uB0rb8,860
 fin_infra/models/accounts.py,sha256=m_HdYHOe_m0GLnc_f5njo9n-zscWu-C0rJB6SAd5-aY,1098
 fin_infra/models/brokerage.py,sha256=TV5KMe78e-ttjcUbZIfdGo3x0NisAQ3puwv_ehtgSHc,8312
@@ -102,28 +102,28 @@ fin_infra/models/money.py,sha256=63pdGD1WBMHicJ1w7pbU1g5fqt4gIzPuqQQ2-NSlBuc,401
 fin_infra/models/quotes.py,sha256=-YBzgnjjCihRAprUdaPRtfwKrgliDIGgqAnaM69VbDU,521
 fin_infra/models/tax.py,sha256=as40J9h24BB7LmeaIfay509UaYEctmk5CPW9CfcjWZc,15657
 fin_infra/models/transactions.py,sha256=gzc6hLKKU6VUWGshqw2WChU_x0qyXhdvOGwmj9H_H3I,790
-fin_infra/net_worth/__init__.py,sha256=mTus1Y_JCwWuWMstbkQVlxIJqZa2SWRn3ERUTFVH9xg,3445
+fin_infra/net_worth/__init__.py,sha256=hAxX5nM9jCf-rA0WF42Fkt6_dZLjcAZZH5KBkMhr9Ak,3444
 fin_infra/net_worth/add.py,sha256=QWfHIHJs2CV99WRBqjQ2OteiOrn5cR9nurmxTF9v5rg,23191
-fin_infra/net_worth/aggregator.py,sha256=9Kx2vUR71QwqYZdGaCfmYrJ1hNxzd1EEuAdWJoNjqTI,12780
-fin_infra/net_worth/calculator.py,sha256=SQJGJDok5HgvoAhKBxeeqt8vhGMchABU3zPmNRpqNy4,13139
+fin_infra/net_worth/aggregator.py,sha256=Zlb0-Z7xdHMzjvmxc90KeYwwr8zNkybX2ra9oAFi6UM,12779
+fin_infra/net_worth/calculator.py,sha256=l13BWEtJNCWau0M7J97ek8WVQN3_9NVXnJkmit0CcLU,13138
 fin_infra/net_worth/ease.py,sha256=ERdFrUjjb5l5BRp_c2tEfE1obTpRc_-FA9LnV7BTiEw,15883
 fin_infra/net_worth/goals.py,sha256=BJGxdsMjvgQDELFEJo-ai3DvsAzUNXvzMXkwovHr8yQ,1238
-fin_infra/net_worth/insights.py,sha256=MdZHrwk4T0WNNIo97DroNelQBDoBr9z70VS05yBXqb8,25209
+fin_infra/net_worth/insights.py,sha256=RlCp247kFZ73xBlU-1LYTXs0R6sg4FvL0SidLwFz-6M,25206
 fin_infra/net_worth/models.py,sha256=sZv3dGw5zwckE2XQ7n5ehK7sv4jdGCo9c2g4ZtZHwCI,26880
 fin_infra/net_worth/scaffold_templates/README.md,sha256=Wqd6ksqFjmtNdDFOWVV_duuAcePWwiu3_YgkVM9N_WY,14363
 fin_infra/net_worth/scaffold_templates/__init__.py,sha256=OKeMCC_JNw6m8rBWr_wesOIJ1OR9LCBeIkXKahbCGC4,132
 fin_infra/net_worth/scaffold_templates/models.py.tmpl,sha256=9BKsoD08RZbSdOm0wFTbx5OzKfAEtuA1NcWyS1Aywx4,5934
 fin_infra/net_worth/scaffold_templates/repository.py.tmpl,sha256=DSErnNxeAe4pWeefARRK3bU0hHltqdIFffENfVwdd7c,12798
 fin_infra/net_worth/scaffold_templates/schemas.py.tmpl,sha256=VkFsxyZx4DFDhXDhn-7KT0IgrXCvgaS5ZdWbjyezWj0,4709
-fin_infra/normalization/__init__.py,sha256=O-8YvPbKWgfdC6E2qzXuCFLJ6cM-CS8GmBO8TDcJ9X0,6246
-fin_infra/normalization/currency_converter.py,sha256=dhiSAYD7onQgCiT17TtGzL4czeX_qJ9_yW2zsvvBErg,7018
+fin_infra/normalization/__init__.py,sha256=7PWJn_T-8O464cvM4BeA5krOS2YaJXhCmEV9ZtQqbB0,6244
+fin_infra/normalization/currency_converter.py,sha256=YIi7EgeE_Oe2qiXaCLnmgj9AKHvKBO0eLm_7bkHMFJM,7015
 fin_infra/normalization/models.py,sha256=h8zC2n642WwVWC1yvx_VCILDOgUwPDrZwjb0QIbA8cE,1873
 fin_infra/normalization/providers/__init__.py,sha256=LFU1tB2hVO42Yrkw-IDpPexD4mIlxob9lRrJEeGYqpE,559
 fin_infra/normalization/providers/exchangerate.py,sha256=I_2TK_LLOcYCy3HcN9Nut3UwqTWEOX26GktmX3cczvY,6340
-fin_infra/normalization/providers/static_mappings.py,sha256=m14VHmTZipbqrgyE0ABToabVx-pDcyB577LNWrACEUM,6809
+fin_infra/normalization/providers/static_mappings.py,sha256=X8eSXLU_9qwXLcSL84nNR81c_H_95-saJhwnp0h_sgE,6808
 fin_infra/normalization/symbol_resolver.py,sha256=UAfhxmiINpQhE8tPLh-GMCfDZGmK5wf2DwtYZP3sSUo,8093
 fin_infra/obs/__init__.py,sha256=kMMVl0fdwtJtZeKiusTuw0iO61Jo9-HNXsLmn3ffLRE,631
-fin_infra/obs/classifier.py,sha256=JasWCqSkYjllJNZ5Gwbrd53ZhLwhYNZ0i2nbTcklEog,5155
+fin_infra/obs/classifier.py,sha256=S7kSphgHN1O4GiMUdr3IjuXpoXU0XgGq132_U-njXX4,5153
 fin_infra/providers/__init__.py,sha256=jxhQm79T6DVXf7Wpy7luL-p50cE_IMUbjt4o3apzJQU,768
 fin_infra/providers/banking/base.py,sha256=KeNU4ur3zLKHVsBF1LQifcs2AKX06IEE-Rx_SetFeAs,102
 fin_infra/providers/banking/plaid_client.py,sha256=8Nvd9Ow_v6Scnw79R86uSvRcBRHPgc3ytsQze50E7aM,6524
@@ -145,37 +145,37 @@ fin_infra/providers/tax/mock.py,sha256=-6VD9F3usfoxU-KqAj8jC3Q1xsnJ4o5ZT1W5Ze7X6
 fin_infra/providers/tax/taxbit.py,sha256=Lp3eH64oUrqwVT5P8oPxa01LFAmhhlfbquDFiiiDcz8,4271
 fin_infra/py.typed,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 fin_infra/recurring/__init__.py,sha256=lYeMdpgxq52x7siFp62_xVqzUx84vMNKrTuiaT2JTi4,2308
-fin_infra/recurring/add.py,sha256=Kc5Wv-4XshS8ET1wuydDJfRz6fQAkbZ2uQ1qFAJ0X5w,19055
+fin_infra/recurring/add.py,sha256=l_VsqJNAs-s5VZ7WFA3wfXJtjib2eqBhMJofTYgDR2w,19053
 fin_infra/recurring/detector.py,sha256=MCq_48V6o9Ig9lTTHM054KNh2I_udEjWBmV_iF361ac,20131
-fin_infra/recurring/detectors_llm.py,sha256=MB9hGUTo8WEa-lpevOkrp0OQOXnatskzW02l_EfwTPo,11486
-fin_infra/recurring/ease.py,sha256=8t0lXMqNxHZkO0fw29sEn_lQjitDq0UxebtqA74tag0,11157
-fin_infra/recurring/insights.py,sha256=-SgskqHqOlkDwCfj4NsPMwlq1bHY2J5gM-1c_t0bSv0,15853
+fin_infra/recurring/detectors_llm.py,sha256=2EMBQTIHvmxJR6gqvhlg6VNj2-eDTJiJULMxTCZMnJw,11481
+fin_infra/recurring/ease.py,sha256=jaBFMul1LxjY2TAkSsmyaK6Kkflj8EfxwWPbyRGA8mw,11151
+fin_infra/recurring/insights.py,sha256=zHHcD7jEYJF39TI9-5LSgjh-zHhXjxuKfLyKI6SIA8Y,15839
 fin_infra/recurring/models.py,sha256=o0N8G-QhVb4zILEyry6M1VZ7liFJIOHwlejvn6p4K8M,8894
-fin_infra/recurring/normalizer.py,sha256=mihqV84Dd5AJ9JYU6KW3W8nH3TCU8FiKpPicipuClPM,9760
-fin_infra/recurring/normalizers.py,sha256=4DGy0RGHz5NameRpZC-QYbS2PkZc9UqjtjTuVQ_OJHA,15914
+fin_infra/recurring/normalizer.py,sha256=sU4qCJ7_wVDugY0R0Td63Ol8asJNpMOHAPX92J9XJhY,9754
+fin_infra/recurring/normalizers.py,sha256=oGxCTDGUixORwXiC424wN5QYxTPdJu2rSrSG84QkVlA,15888
 fin_infra/recurring/summary.py,sha256=wQshznaswIbGUPIMyayubRcRfUvVNBtyzmYx50-nqs0,14621
 fin_infra/scaffold/__init__.py,sha256=IfL_CHHMpQB1efqY37BlIu07356tLaeVI2Mv3C0qYDs,827
 fin_infra/scaffold/budgets.py,sha256=qLnyPh-a-ZrslstaxRtR__Bpwlz0EncSdVnCM7fDBI4,9481
-fin_infra/scaffold/goals.py,sha256=C1mexWRbWV3aRdmiT65LpKMMWzhTWTX_upeCcsjTcWw,9684
+fin_infra/scaffold/goals.py,sha256=0iCUJI242sExlVttd1xb2HZCuAgzhKI_URrYnSfxrRg,9680
 fin_infra/security/__init__.py,sha256=wM341EZioKtfTawpFCciaFh0FlpHHkoEoviW9pGYqpI,1363
 fin_infra/security/add.py,sha256=SIMBlSQ4FWCNiBfzgbzeVpRoo2JS3dqW-51uvq3hQU0,2715
 fin_infra/security/audit.py,sha256=nb4H2Jq7XwalHLOx6LqleUtSXkBRz6u65LJ7lyuQNDo,3276
 fin_infra/security/encryption.py,sha256=Cr_9xhBiUvYx1tDjCiLTzyY9NRTlqljWGgswqXT499Y,6139
 fin_infra/security/models.py,sha256=s8dsvpxP-7DThUZl3Fvr3S6KVAfL5r3TKcd4uj_hCTE,1689
-fin_infra/security/pii_filter.py,sha256=nVqzbG_-Z6m8fzzS1KBy9yFwaZ8eRrU00Q72fSkVyU8,8307
+fin_infra/security/pii_filter.py,sha256=DF95mSMkk8CTGAEYtEnR-CCoOIUwE7D-9voQ-Koa3j4,8297
 fin_infra/security/pii_patterns.py,sha256=SM-o7cL6NdgkOmtBedsN2nJZ5QPbeYehZdYmAujk8Y8,3070
 fin_infra/security/token_store.py,sha256=FsfoAkIMQ2NRfkBuyG1eH30nnfO3w_V5tDPAZwUj9Os,6041
 fin_infra/settings.py,sha256=11JgIhjGwWnwixV-hveEWpoWd_JC0ixLnOQoLWCiwNo,1387
 fin_infra/tax/__init__.py,sha256=U0EUKQwbDqnAYwU8WRx6AD07TaB-ELdKGISOQ-904lw,6103
 fin_infra/tax/add.py,sha256=d17Zuoi-xMjuJNykDHzQXnAUVzd_41BUMHQdqm23jJ8,14547
-fin_infra/tax/tlh.py,sha256=3khtiEkGKIIHi2mbMM0ss-GKQ8vM3FS6hly8R00qseY,21482
+fin_infra/tax/tlh.py,sha256=rUglLeq09XxEbC2W7aJ9G0E8kj9g5QdG4ymSL4z8RK0,21477
 fin_infra/utils/__init__.py,sha256=x_FUlv7FONdTPHwXTbPWY-EEOBwWnm-y8TPJ1W1PrXM,944
 fin_infra/utils/deprecation.py,sha256=DTcqv7ECnrWOOwoA07JOnRci4Hqqo9YtKSSmoS-DVPY,5187
 fin_infra/utils/http.py,sha256=rDEgYsEBrEe75ml5RA-iSs3xeU5W-3j-czJlT7WbrM4,632
 fin_infra/utils/retry.py,sha256=YiyTgy26eJ1ah7fE2_-ZPa4hv4bIT4OzjYolkNWb5j0,1057
 fin_infra/version.py,sha256=4t_crzhrLum--oyowUMxtjBTzUtWp7oRTF22ewEvJG4,49
-fin_infra-0.2.1.dist-info/LICENSE,sha256=wK-Ya7Ylxa38dSIZRhvNj1ZVLIrHC-BAI8v38PNADiA,1061
-fin_infra-0.2.1.dist-info/METADATA,sha256=NdGFOF-FPeuEB_BxH8xAhdKjvjdYycn6akhJ9COg0wo,10806
-fin_infra-0.2.1.dist-info/WHEEL,sha256=IYZQI976HJqqOpQU6PHkJ8fb3tMNBFjg-Cn-pwAbaFM,88
-fin_infra-0.2.1.dist-info/entry_points.txt,sha256=Sr1uikvALZMeKm-DIkeKG4L9c4SNqysXGO_IRF8_9eU,53
-fin_infra-0.2.1.dist-info/RECORD,,
+fin_infra-0.2.3.dist-info/LICENSE,sha256=wK-Ya7Ylxa38dSIZRhvNj1ZVLIrHC-BAI8v38PNADiA,1061
+fin_infra-0.2.3.dist-info/METADATA,sha256=w5qNMO31igjhpOU9FHYisQ_gSdjk2W4dZS1UAhUj9Gk,10842
+fin_infra-0.2.3.dist-info/WHEEL,sha256=IYZQI976HJqqOpQU6PHkJ8fb3tMNBFjg-Cn-pwAbaFM,88
+fin_infra-0.2.3.dist-info/entry_points.txt,sha256=Sr1uikvALZMeKm-DIkeKG4L9c4SNqysXGO_IRF8_9eU,53
+fin_infra-0.2.3.dist-info/RECORD,,