Initial release v1.1.0

- Complete MVP for tracking Fidelity brokerage account performance
- Transaction import from CSV with deduplication
- Automatic FIFO position tracking with options support
- Real-time P&L calculations with market data caching
- Dashboard with timeframe filtering (30/90/180 days, 1 year, YTD, all time)
- Docker-based deployment with PostgreSQL backend
- React/TypeScript frontend with TailwindCSS
- FastAPI backend with SQLAlchemy ORM

Features:
- Multi-account support
- Import via CSV upload or filesystem
- Open and closed position tracking
- Balance history charting
- Performance analytics and metrics
- Top trades analysis
- Responsive UI design

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
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Chris
2026-01-22 14:27:43 -05:00
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# Changelog
All notable changes to myFidelityTracker will be documented in this file.
## [Unreleased]
## [1.1.0] - 2026-01-22
### Added
- **Timeframe Filtering on Dashboard**: Users can now filter dashboard metrics and balance history by timeframe
- Available timeframes: All Time, Last 30 Days, Last 90 Days, Last 180 Days, Last 1 Year, Year to Date
- Filters both the metrics cards (Total P&L, Win Rate, etc.) and the Balance History chart
- Implemented in `DashboardV2.tsx` component
- **Backend Date Filtering**: Added `start_date` and `end_date` parameters to `/analytics/overview` endpoint
- Updated `calculate_account_stats()` method in `PerformanceCalculatorV2` to filter positions by open date
- Allows frontend to request statistics for specific date ranges
### Changed
- Updated `analyticsApi.getOverview()` to accept optional `start_date` and `end_date` parameters
- Modified balance history query to dynamically adjust days based on selected timeframe
- Enhanced `DashboardV2` component with timeframe state management
### Technical Details
- Files Modified:
- `frontend/src/components/DashboardV2.tsx` - Added timeframe filter UI and logic
- `frontend/src/api/client.ts` - Updated API types
- `backend/app/api/endpoints/analytics_v2.py` - Added date parameters to overview endpoint
- `backend/app/services/performance_calculator_v2.py` - Added date filtering to position queries
## [1.0.0] - 2026-01-21
### Initial Release
- Complete MVP for tracking Fidelity brokerage account performance
- Transaction import from CSV files
- Automatic position tracking with FIFO matching
- Real-time P&L calculations with Yahoo Finance integration
- Dashboard with metrics and charts
- Docker-based deployment
- Support for stocks, calls, and puts
- Deduplication of transactions
- Multi-account support
### Components
- Backend: FastAPI + PostgreSQL + SQLAlchemy
- Frontend: React + TypeScript + TailwindCSS
- Infrastructure: Docker Compose + Nginx
---
## Current Status
**Version**: 1.1.0
**Deployment**: Remote server (starship2) via Docker
**Access**: http://starship2:3000
**Last Updated**: 2026-01-22
## Next Steps
Development priorities for future versions:
1. Additional broker support (Schwab, E*TRADE)
2. Tax reporting features
3. Advanced filtering and analytics
4. User authentication for multi-user support
5. Mobile app development