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/seed_demo_data.py

@@ -0,0 +1,94 @@
+"""
+Demo data seeder script.
+Creates a sample account and imports the provided CSV file.
+"""
+import sys
+from pathlib import Path
+
+# Add parent directory to path
+sys.path.insert(0, str(Path(__file__).parent))
+
+from sqlalchemy.orm import Session
+from app.database import SessionLocal, engine, Base
+from app.models import Account
+from app.services import ImportService
+from app.services.position_tracker import PositionTracker
+
+def seed_demo_data():
+    """Seed demo account and transactions."""
+    print("🌱 Seeding demo data...")
+
+    # Create tables
+    Base.metadata.create_all(bind=engine)
+
+    # Create database session
+    db = SessionLocal()
+
+    try:
+        # Check if demo account already exists
+        existing = (
+            db.query(Account)
+            .filter(Account.account_number == "DEMO123456")
+            .first()
+        )
+
+        if existing:
+            print("✅ Demo account already exists")
+            demo_account = existing
+        else:
+            # Create demo account
+            demo_account = Account(
+                account_number="DEMO123456",
+                account_name="Demo Trading Account",
+                account_type="margin",
+            )
+            db.add(demo_account)
+            db.commit()
+            db.refresh(demo_account)
+            print(f"✅ Created demo account (ID: {demo_account.id})")
+
+        # Check for CSV file
+        csv_path = Path("/app/imports/History_for_Account_X38661988.csv")
+        if not csv_path.exists():
+            # Try alternative path (development)
+            csv_path = Path(__file__).parent.parent / "History_for_Account_X38661988.csv"
+
+        if not csv_path.exists():
+            print("⚠️  Sample CSV file not found. Skipping import.")
+            print("   Place the CSV file in /app/imports/ to seed demo data.")
+            return
+
+        # Import transactions
+        print(f"📊 Importing transactions from {csv_path.name}...")
+        import_service = ImportService(db)
+        result = import_service.import_from_file(csv_path, demo_account.id)
+
+        print(f"✅ Imported {result.imported} transactions")
+        print(f"   Skipped {result.skipped} duplicates")
+        if result.errors:
+            print(f"   ⚠️  {len(result.errors)} errors occurred")
+
+        # Build positions
+        if result.imported > 0:
+            print("📈 Building positions...")
+            position_tracker = PositionTracker(db)
+            positions_created = position_tracker.rebuild_positions(demo_account.id)
+            print(f"✅ Created {positions_created} positions")
+
+        print("\n🎉 Demo data seeded successfully!")
+        print(f"\n📝 Demo Account Details:")
+        print(f"   Account Number: {demo_account.account_number}")
+        print(f"   Account Name: {demo_account.account_name}")
+        print(f"   Account ID: {demo_account.id}")
+
+    except Exception as e:
+        print(f"❌ Error seeding demo data: {e}")
+        db.rollback()
+        raise
+
+    finally:
+        db.close()
+
+
+if __name__ == "__main__":
+    seed_demo_data()