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/import_endpoint.py

@@ -0,0 +1,128 @@
+"""Import API endpoints for CSV file uploads."""
+from fastapi import APIRouter, Depends, HTTPException, UploadFile, File, status
+from sqlalchemy.orm import Session
+from pathlib import Path
+import tempfile
+import shutil
+
+from app.api.deps import get_db
+from app.services import ImportService
+from app.services.position_tracker import PositionTracker
+from app.config import settings
+
+router = APIRouter()
+
+
+@router.post("/upload/{account_id}")
+def upload_csv(
+    account_id: int, file: UploadFile = File(...), db: Session = Depends(get_db)
+):
+    """
+    Upload and import a CSV file for an account.
+
+    Args:
+        account_id: Account ID to import transactions for
+        file: CSV file to upload
+        db: Database session
+
+    Returns:
+        Import statistics
+
+    Raises:
+        HTTPException: If import fails
+    """
+    if not file.filename.endswith(".csv"):
+        raise HTTPException(
+            status_code=status.HTTP_400_BAD_REQUEST, detail="File must be a CSV"
+        )
+
+    # Save uploaded file to temporary location
+    try:
+        with tempfile.NamedTemporaryFile(delete=False, suffix=".csv") as tmp_file:
+            shutil.copyfileobj(file.file, tmp_file)
+            tmp_path = Path(tmp_file.name)
+
+        # Import transactions
+        import_service = ImportService(db)
+        result = import_service.import_from_file(tmp_path, account_id)
+
+        # Rebuild positions after import
+        if result.imported > 0:
+            position_tracker = PositionTracker(db)
+            positions_created = position_tracker.rebuild_positions(account_id)
+        else:
+            positions_created = 0
+
+        # Clean up temporary file
+        tmp_path.unlink()
+
+        return {
+            "filename": file.filename,
+            "imported": result.imported,
+            "skipped": result.skipped,
+            "errors": result.errors,
+            "total_rows": result.total_rows,
+            "positions_created": positions_created,
+        }
+
+    except Exception as e:
+        raise HTTPException(
+            status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
+            detail=f"Import failed: {str(e)}",
+        )
+
+
+@router.post("/filesystem/{account_id}")
+def import_from_filesystem(account_id: int, db: Session = Depends(get_db)):
+    """
+    Import all CSV files from the filesystem import directory.
+
+    Args:
+        account_id: Account ID to import transactions for
+        db: Database session
+
+    Returns:
+        Import statistics for all files
+
+    Raises:
+        HTTPException: If import directory doesn't exist
+    """
+    import_dir = Path(settings.IMPORT_DIR)
+
+    if not import_dir.exists():
+        raise HTTPException(
+            status_code=status.HTTP_404_NOT_FOUND,
+            detail=f"Import directory not found: {import_dir}",
+        )
+
+    try:
+        import_service = ImportService(db)
+        results = import_service.import_from_directory(import_dir, account_id)
+
+        # Rebuild positions if any transactions were imported
+        total_imported = sum(r.imported for r in results.values())
+        if total_imported > 0:
+            position_tracker = PositionTracker(db)
+            positions_created = position_tracker.rebuild_positions(account_id)
+        else:
+            positions_created = 0
+
+        return {
+            "files": {
+                filename: {
+                    "imported": result.imported,
+                    "skipped": result.skipped,
+                    "errors": result.errors,
+                    "total_rows": result.total_rows,
+                }
+                for filename, result in results.items()
+            },
+            "total_imported": total_imported,
+            "positions_created": positions_created,
+        }
+
+    except Exception as e:
+        raise HTTPException(
+            status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
+            detail=f"Import failed: {str(e)}",
+        )