v1.3.0

New features

• Add 3 new views: daily_assets, price_unavailable and net_worth_changes. The net_worth_changes view shows the net worth at the end of each day (if available), the other two views help to implement this feature.
• Update context menu: split export submenu to two submenus: export table and export view. This is due to Windows' limit of items in one submenu.

Improvements

• Use placeholders to bind values for all SQL operations. This allows table fields to contain quotes, and also generates better prompt messages when inputting illegal values (for example, a number containing commas).
• Change some prompt messages to be more user friendly.

Documents

• Update Chinese document: modify the example data in Data Importing Guide to exhibit the process better.
• Fix some mistakes in documents.

Bug fixes

• Fix bug: wrongly detect an input line that is not the first line as a headline if it contains no numbers.
• Fix bug: return_on_shares view shows incorrect data if there is a stock split or reverse stock split.

Upgrade notice

If you are already using TataruBook v1.2 or an earlier version, you should first:

• Run uninstall.bat to delete the old context menus, then run install.bat to add the new context menus.
• Use Tatarubook upgrade command to upgrade your DB file.

Contributors

• Thanks to @kakushisyou , merry and あゆま for their contributions to Japanese documents.

v1.2.0

New features:

• Add right-click context menu for Windows. Now major functions can be performed without using command-line.
• Add paste command. Now records can be pasted from Excel to DB file without first storing as a CSV file.

Improvements:

• Change float number comparisons to use round function. Now you will not see an annoying balance like 0.000000000000xxx.
• Add share_trade_flows view, change the algorithm for calculating inflow/outflow values when transaction has a zero amount of change.

Documents:

• Add Japanese language documents, thanks to contributions of @kakushisyou , ayu and yuubi.
• Change math rendering engine from MathJax to KaTex to speed up page rendering.

Bug fixes:

• Fix bug: when an exception is thrown during check process, some commands erroneously prompt rollback but no rollback really happens.

v1.1.0

New features:

• Add upgrade command. This command will try to modify SQL definitions of tables, indices and views in the db file, making them identical with their respective definitions in TataruBook.
• Add function to check command: Check if SQL definitions of tables, indices and views in the db file are identical with their respective definitions in TataruBook.
• Add two data integrity check functions, represented by check_both_external view and check_external_asset view.

Improvements:

• Change ORDER BY clauses of many views, making the default sorting behavior looks more reasonable.
• Some little changes to source code to make it cleaner.

Documents:

• Add a new page: Guidance on how to import data.

First version

If you have Python 3.8 or higher version installed on your OS, then you can just download tatarubook.py file in the repository and use that script. It can run on any OS that supports Python.

If you are using Windows 10 or higher version of Windows, but don't have Python installed, you can download the zip file here, unzip it, then execute tatarubook.exe to use the tool. The zip file packages all the dependencies and Python interpreter in it, so that it can be run standalone (but only on Windows).

This software does'nt need setup or installation, you can put it in any folder.