# Changelog

All notable changes to myFidelityTracker will be documented in this file.

## [Unreleased]

## [1.1.0] - 2026-01-22

### Added
- **Timeframe Filtering on Dashboard**: Users can now filter dashboard metrics and balance history by timeframe
  - Available timeframes: All Time, Last 30 Days, Last 90 Days, Last 180 Days, Last 1 Year, Year to Date
  - Filters both the metrics cards (Total P&L, Win Rate, etc.) and the Balance History chart
  - Implemented in `DashboardV2.tsx` component
- **Backend Date Filtering**: Added `start_date` and `end_date` parameters to `/analytics/overview` endpoint
  - Updated `calculate_account_stats()` method in `PerformanceCalculatorV2` to filter positions by open date
  - Allows frontend to request statistics for specific date ranges

### Changed
- Updated `analyticsApi.getOverview()` to accept optional `start_date` and `end_date` parameters
- Modified balance history query to dynamically adjust days based on selected timeframe
- Enhanced `DashboardV2` component with timeframe state management

### Technical Details
- Files Modified:
  - `frontend/src/components/DashboardV2.tsx` - Added timeframe filter UI and logic
  - `frontend/src/api/client.ts` - Updated API types
  - `backend/app/api/endpoints/analytics_v2.py` - Added date parameters to overview endpoint
  - `backend/app/services/performance_calculator_v2.py` - Added date filtering to position queries

## [1.0.0] - 2026-01-21

### Initial Release
- Complete MVP for tracking Fidelity brokerage account performance
- Transaction import from CSV files
- Automatic position tracking with FIFO matching
- Real-time P&L calculations with Yahoo Finance integration
- Dashboard with metrics and charts
- Docker-based deployment
- Support for stocks, calls, and puts
- Deduplication of transactions
- Multi-account support

### Components
- Backend: FastAPI + PostgreSQL + SQLAlchemy
- Frontend: React + TypeScript + TailwindCSS
- Infrastructure: Docker Compose + Nginx

---

## Current Status

**Version**: 1.1.0
**Deployment**: Remote server (starship2) via Docker
**Access**: http://starship2:3000
**Last Updated**: 2026-01-22

## Next Steps

Development priorities for future versions:
1. Additional broker support (Schwab, E*TRADE)
2. Tax reporting features
3. Advanced filtering and analytics
4. User authentication for multi-user support
5. Mobile app development