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
commit eea4469095
90 changed files with 14513 additions and 0 deletions

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"""Pydantic schemas for API request/response validation."""
from app.schemas.account import AccountCreate, AccountUpdate, AccountResponse
from app.schemas.transaction import TransactionCreate, TransactionResponse
from app.schemas.position import PositionResponse, PositionStats
__all__ = [
"AccountCreate",
"AccountUpdate",
"AccountResponse",
"TransactionCreate",
"TransactionResponse",
"PositionResponse",
"PositionStats",
]