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>

backend/app/api/endpoints/accounts.py

@@ -0,0 +1,151 @@
+"""Account management API endpoints."""
+from fastapi import APIRouter, Depends, HTTPException, status
+from sqlalchemy.orm import Session
+from typing import List
+
+from app.api.deps import get_db
+from app.models import Account
+from app.schemas import AccountCreate, AccountUpdate, AccountResponse
+
+router = APIRouter()
+
+
+@router.post("", response_model=AccountResponse, status_code=status.HTTP_201_CREATED)
+def create_account(account: AccountCreate, db: Session = Depends(get_db)):
+    """
+    Create a new brokerage account.
+
+    Args:
+        account: Account creation data
+        db: Database session
+
+    Returns:
+        Created account
+
+    Raises:
+        HTTPException: If account number already exists
+    """
+    # Check if account number already exists
+    existing = (
+        db.query(Account)
+        .filter(Account.account_number == account.account_number)
+        .first()
+    )
+
+    if existing:
+        raise HTTPException(
+            status_code=status.HTTP_400_BAD_REQUEST,
+            detail=f"Account with number {account.account_number} already exists",
+        )
+
+    # Create new account
+    db_account = Account(**account.model_dump())
+    db.add(db_account)
+    db.commit()
+    db.refresh(db_account)
+
+    return db_account
+
+
+@router.get("", response_model=List[AccountResponse])
+def list_accounts(skip: int = 0, limit: int = 100, db: Session = Depends(get_db)):
+    """
+    List all accounts.
+
+    Args:
+        skip: Number of records to skip
+        limit: Maximum number of records to return
+        db: Database session
+
+    Returns:
+        List of accounts
+    """
+    accounts = db.query(Account).offset(skip).limit(limit).all()
+    return accounts
+
+
+@router.get("/{account_id}", response_model=AccountResponse)
+def get_account(account_id: int, db: Session = Depends(get_db)):
+    """
+    Get account by ID.
+
+    Args:
+        account_id: Account ID
+        db: Database session
+
+    Returns:
+        Account details
+
+    Raises:
+        HTTPException: If account not found
+    """
+    account = db.query(Account).filter(Account.id == account_id).first()
+
+    if not account:
+        raise HTTPException(
+            status_code=status.HTTP_404_NOT_FOUND,
+            detail=f"Account {account_id} not found",
+        )
+
+    return account
+
+
+@router.put("/{account_id}", response_model=AccountResponse)
+def update_account(
+    account_id: int, account_update: AccountUpdate, db: Session = Depends(get_db)
+):
+    """
+    Update account details.
+
+    Args:
+        account_id: Account ID
+        account_update: Updated account data
+        db: Database session
+
+    Returns:
+        Updated account
+
+    Raises:
+        HTTPException: If account not found
+    """
+    db_account = db.query(Account).filter(Account.id == account_id).first()
+
+    if not db_account:
+        raise HTTPException(
+            status_code=status.HTTP_404_NOT_FOUND,
+            detail=f"Account {account_id} not found",
+        )
+
+    # Update fields
+    update_data = account_update.model_dump(exclude_unset=True)
+    for field, value in update_data.items():
+        setattr(db_account, field, value)
+
+    db.commit()
+    db.refresh(db_account)
+
+    return db_account
+
+
+@router.delete("/{account_id}", status_code=status.HTTP_204_NO_CONTENT)
+def delete_account(account_id: int, db: Session = Depends(get_db)):
+    """
+    Delete an account and all associated data.
+
+    Args:
+        account_id: Account ID
+        db: Database session
+
+    Raises:
+        HTTPException: If account not found
+    """
+    db_account = db.query(Account).filter(Account.id == account_id).first()
+
+    if not db_account:
+        raise HTTPException(
+            status_code=status.HTTP_404_NOT_FOUND,
+            detail=f"Account {account_id} not found",
+        )
+
+    db.delete(db_account)
+    db.commit()