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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backend/app/config.py
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53
backend/app/config.py
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"""
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Application configuration settings.
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Loads configuration from environment variables with sensible defaults.
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"""
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from pydantic_settings import BaseSettings
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from typing import Optional
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class Settings(BaseSettings):
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"""Application settings loaded from environment variables."""
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# Database configuration
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POSTGRES_HOST: str = "postgres"
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POSTGRES_PORT: int = 5432
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POSTGRES_DB: str = "fidelitytracker"
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POSTGRES_USER: str = "fidelity"
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POSTGRES_PASSWORD: str = "fidelity123"
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# API configuration
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API_V1_PREFIX: str = "/api"
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PROJECT_NAME: str = "myFidelityTracker"
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# CORS configuration - allow all origins for local development
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CORS_ORIGINS: str = "*"
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@property
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def cors_origins_list(self) -> list[str]:
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"""Parse CORS origins from comma-separated string."""
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if self.CORS_ORIGINS == "*":
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return ["*"]
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return [origin.strip() for origin in self.CORS_ORIGINS.split(",")]
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# File import configuration
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IMPORT_DIR: str = "/app/imports"
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# Market data cache TTL (seconds)
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MARKET_DATA_CACHE_TTL: int = 60
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@property
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def database_url(self) -> str:
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"""Construct PostgreSQL database URL."""
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return (
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f"postgresql://{self.POSTGRES_USER}:{self.POSTGRES_PASSWORD}"
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f"@{self.POSTGRES_HOST}:{self.POSTGRES_PORT}/{self.POSTGRES_DB}"
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)
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class Config:
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env_file = ".env"
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case_sensitive = True
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# Global settings instance
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settings = Settings()
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