eea4469095
- 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>
65 lines
2.3 KiB
Markdown
65 lines
2.3 KiB
Markdown
# Changelog
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All notable changes to myFidelityTracker will be documented in this file.
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## [Unreleased]
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## [1.1.0] - 2026-01-22
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### Added
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- **Timeframe Filtering on Dashboard**: Users can now filter dashboard metrics and balance history by timeframe
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- Available timeframes: All Time, Last 30 Days, Last 90 Days, Last 180 Days, Last 1 Year, Year to Date
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- Filters both the metrics cards (Total P&L, Win Rate, etc.) and the Balance History chart
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- Implemented in `DashboardV2.tsx` component
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- **Backend Date Filtering**: Added `start_date` and `end_date` parameters to `/analytics/overview` endpoint
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- Updated `calculate_account_stats()` method in `PerformanceCalculatorV2` to filter positions by open date
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- Allows frontend to request statistics for specific date ranges
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### Changed
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- Updated `analyticsApi.getOverview()` to accept optional `start_date` and `end_date` parameters
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- Modified balance history query to dynamically adjust days based on selected timeframe
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- Enhanced `DashboardV2` component with timeframe state management
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### Technical Details
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- Files Modified:
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- `frontend/src/components/DashboardV2.tsx` - Added timeframe filter UI and logic
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- `frontend/src/api/client.ts` - Updated API types
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- `backend/app/api/endpoints/analytics_v2.py` - Added date parameters to overview endpoint
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- `backend/app/services/performance_calculator_v2.py` - Added date filtering to position queries
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## [1.0.0] - 2026-01-21
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### Initial Release
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- Complete MVP for tracking Fidelity brokerage account performance
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- Transaction import from CSV files
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- Automatic position tracking with FIFO matching
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- Real-time P&L calculations with Yahoo Finance integration
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- Dashboard with metrics and charts
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- Docker-based deployment
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- Support for stocks, calls, and puts
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- Deduplication of transactions
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- Multi-account support
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### Components
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- Backend: FastAPI + PostgreSQL + SQLAlchemy
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- Frontend: React + TypeScript + TailwindCSS
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- Infrastructure: Docker Compose + Nginx
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---
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## Current Status
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**Version**: 1.1.0
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**Deployment**: Remote server (starship2) via Docker
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**Access**: http://starship2:3000
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**Last Updated**: 2026-01-22
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## Next Steps
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Development priorities for future versions:
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1. Additional broker support (Schwab, E*TRADE)
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2. Tax reporting features
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3. Advanced filtering and analytics
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4. User authentication for multi-user support
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5. Mobile app development
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