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>
This commit is contained in:
Chris
2026-01-22 14:27:43 -05:00
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myFidelityTracker - Linux Deployment Quick Reference
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📦 TRANSFER TO LINUX SERVER
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From your Mac:
scp -r /Users/chris/Desktop/fidelity USER@SERVER_IP:~/
Or with rsync:
rsync -avz /Users/chris/Desktop/fidelity/ USER@SERVER_IP:~/fidelity/
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🚀 FIRST-TIME SETUP ON LINUX
────────────────────────────────────────────────────────────────
ssh USER@SERVER_IP
cd ~/fidelity
# Make scripts executable
chmod +x start-linux.sh stop.sh
# Configure CORS (edit .env file)
cp .env.example .env
nano .env
# Change: CORS_ORIGINS=http://localhost:3000,http://YOUR_SERVER_IP:3000
# Start the app
./start-linux.sh
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🌐 ACCESS URLs
────────────────────────────────────────────────────────────────
From the server: http://localhost:3000
From other computers: http://SERVER_IP:3000
API Documentation: http://SERVER_IP:8000/docs
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🔥 FIREWALL SETUP (Ubuntu)
────────────────────────────────────────────────────────────────
sudo ufw allow 22/tcp
sudo ufw allow 3000/tcp
sudo ufw allow 8000/tcp
sudo ufw enable
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📝 DAILY COMMANDS
────────────────────────────────────────────────────────────────
Start: ./start-linux.sh
Stop: ./stop.sh
View logs: docker-compose logs -f
Status: docker-compose ps
Restart: docker-compose restart
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🌱 LOAD DEMO DATA
────────────────────────────────────────────────────────────────
cp History_for_Account_X38661988.csv imports/
docker-compose exec backend python seed_demo_data.py
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⚙️ WHAT CHANGED FROM macOS?
────────────────────────────────────────────────────────────────
✓ Use start-linux.sh (not start.sh)
✓ Add server IP to CORS_ORIGINS in .env
✓ Configure firewall to allow ports 3000, 8000
✓ Everything else works the same!
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🆘 TROUBLESHOOTING
────────────────────────────────────────────────────────────────
Port in use:
sudo lsof -i :3000
sudo kill <PID>
Can't access from other computers:
1. Check firewall: sudo ufw status
2. Check CORS in .env has your server IP
3. Verify services running: docker-compose ps
Permission errors:
sudo usermod -aG docker $USER
newgrp docker
Out of space:
docker system prune -a
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📚 FULL DOCUMENTATION
────────────────────────────────────────────────────────────────
See LINUX_DEPLOYMENT.md for complete guide
See README.md for full application documentation
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