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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docker-compose.yml
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67
docker-compose.yml
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services:
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# PostgreSQL database
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postgres:
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image: postgres:16-alpine
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container_name: fidelity_postgres
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environment:
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POSTGRES_USER: fidelity
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POSTGRES_PASSWORD: fidelity123
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POSTGRES_DB: fidelitytracker
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ports:
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- "5432:5432"
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volumes:
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- postgres_data:/var/lib/postgresql/data
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healthcheck:
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test: ["CMD-SHELL", "pg_isready -U fidelity -d fidelitytracker"]
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interval: 10s
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timeout: 5s
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retries: 5
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networks:
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- fidelity_network
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# FastAPI backend
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backend:
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build:
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context: ./backend
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dockerfile: Dockerfile
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container_name: fidelity_backend
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depends_on:
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postgres:
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condition: service_healthy
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environment:
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POSTGRES_HOST: postgres
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POSTGRES_PORT: 5432
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POSTGRES_DB: fidelitytracker
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POSTGRES_USER: fidelity
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POSTGRES_PASSWORD: fidelity123
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IMPORT_DIR: /app/imports
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ports:
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- "8000:8000"
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volumes:
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- ./imports:/app/imports
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- ./backend:/app
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networks:
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- fidelity_network
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restart: unless-stopped
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# React frontend (will be added)
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frontend:
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build:
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context: ./frontend
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dockerfile: Dockerfile
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container_name: fidelity_frontend
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depends_on:
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- backend
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ports:
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- "3000:80"
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networks:
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- fidelity_network
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restart: unless-stopped
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volumes:
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postgres_data:
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driver: local
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networks:
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fidelity_network:
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driver: bridge
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