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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QUICKSTART.md
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QUICKSTART.md
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# Quick Start - Fix Yahoo Finance Rate Limiting
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## The Problem
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Your dashboard is hitting Yahoo Finance rate limits (HTTP 429 errors) and taking forever to load.
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## The Fix
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Complete solution with database-backed caching, rate limiting, and instant dashboard loading.
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## Deploy in 3 Minutes
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### Step 1: Transfer Files (on your Mac)
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```bash
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cd /Users/chris/Desktop/fidelity
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./deploy-rate-limiting-fix.sh
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```
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### Step 2: Apply Fix (on your Linux server)
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```bash
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ssh pi@starship2
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cd ~/fidelity
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./apply-rate-limiting-patches.sh
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docker compose down
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docker compose build --no-cache backend frontend
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docker compose up -d
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sleep 30
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docker compose exec backend alembic upgrade head
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```
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### Step 3: Test
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Open http://starship2:3000 - dashboard should load instantly!
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## What You Get
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Before: ❌ 30+ second load, 429 errors, timeouts
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After: ✅ <1 second load, cached prices, no errors
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See RATE_LIMITING_SOLUTION.md for full details.
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