Files

Chris eea4469095 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>

2026-01-22 14:27:43 -05:00

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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:

Additional broker support (Schwab, E*TRADE)
Tax reporting features
Advanced filtering and analytics
User authentication for multi-user support
Mobile app development

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