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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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Quick Start - Fix Yahoo Finance Rate Limiting

The Problem

Your dashboard is hitting Yahoo Finance rate limits (HTTP 429 errors) and taking forever to load.

The Fix

Complete solution with database-backed caching, rate limiting, and instant dashboard loading.

Deploy in 3 Minutes

Step 1: Transfer Files (on your Mac)

cd /Users/chris/Desktop/fidelity
./deploy-rate-limiting-fix.sh

Step 2: Apply Fix (on your Linux server)

ssh pi@starship2
cd ~/fidelity
./apply-rate-limiting-patches.sh
docker compose down
docker compose build --no-cache backend frontend
docker compose up -d
sleep 30
docker compose exec backend alembic upgrade head

Step 3: Test

Open http://starship2:3000 - dashboard should load instantly!

What You Get

Before: ❌ 30+ second load, 429 errors, timeouts After: ✅ <1 second load, cached prices, no errors

See RATE_LIMITING_SOLUTION.md for full details.

928 B Raw Blame History