CHANGELOG.md

Changelog

v1.20.3 (2023-06-07)

Fix

• Import error caused crash in v1.20.2 (bcd0171)

Documentation

• Write tutorial for targets, tweaks (3dd0883)
• Update readme tutorial links (c4beabf)

v1.20.2 (2023-06-06)

Fix

• sidecar: Add option to hide renders for expanded folders (560d4fa)
• recommendations: Sort by total delta (5e686ef)

Documentation

• Fix screenshot url (4556af7)
• Create tutorials (93780d2)

v1.20.1 (2023-06-04)

Fix

• recommendations: Classify folders by parent name (d2e4d22)

v1.20.0 (2023-06-04)

Feature

• sidecar: Add configurable sidecar title (59ded22)
• sidecar: Add support for multiple sidecars (81df340)
• sidecar: Customizable sidecar formats (6c4759a)

Fix

• envelope: Make created date optional (18d5873)
• Notify user if a bucket was not fully used (1709068)
• target: Fix the previous fix... (0ad360a)

v1.19.1 (2023-06-03)

Fix

• target: More intuitive displayed node ratio (20da9c8)

v1.19.0 (2023-06-02)

Feature

• export: Export the portfolio tree to PNG (f35606a)

v1.18.4 (2023-06-02)

Fix

• portfolio: Folder attributes weren't propagating to all successors (4a0cbf3)

v1.18.3 (2023-06-01)

Fix

• recommendations: Redo delta render rules (d0fe97c)

v1.18.2 (2023-05-31)

Fix

• fetch: Customizable per-source cache validity (964fd55)
• fetch: Fetch from RealT using 'contractAddress/uuid' instead of 'symbol' (#119) (441fb66)

v1.18.1 (2023-05-31)

Fix

• fetch: Skip malformed realt lines for now (3b55c43)

v1.18.0 (2023-05-31)

Feature

• fetch: Add new RealT fetch source (#106) (ca00549)

v1.17.0 (2023-05-30)

Feature

• console: Add support for light/dark/custom console themes (#115) (7722e29)

v1.16.3 (2023-05-27)

Fix

• delta: Align deltas when showing portfolio root (cb20954)

v1.16.2 (2023-05-26)

Fix

• fetch: Spinner was hiding user prompts (8c5a78f)

v1.16.1 (2023-05-26)

Performance

• finary: Fetch all finary investments in only one call (f119c49)

v1.16.0 (2023-05-26)

Feature

• Add startup for exotic investiment in constant file (#100) (598f0e0)
• fetch: Add support for multiple fetch sources (#97) (903fc23)

v1.15.1 (2023-05-25)

Fix

• envelope: Fix optional parameter default value (0307352)

v1.15.0 (2023-05-24)

Feature

• fetch: Add crowdlending & startups, update asset subclass constant (261b752)

v1.14.6 (2023-05-23)

Fix

• dashboard: Use full page width (a054dae)

v1.14.5 (2023-05-23)

Fix

• fetch: Use the new get_credit_accounts from API (#85) (cb8a4f1)

v1.14.4 (2023-05-10)

Fix

• dashboard: Hide amounts if specified by user (440f8c1)

v1.14.3 (2023-05-10)

Fix

• install: Bump nicegui version dependency (8b5c7ad)

v1.14.2 (2023-05-10)

Fix

• imports: Forgot to expose AssetSubclass import (eaf3e99)

v1.14.1 (2023-05-10)

Fix

• fetch: Skip fetched lines with no amount invested (05adaa1)

v1.14.0 (2023-05-10)

Feature

• assets: Create asset subclass definitions & visualizations (#64) (14a1d3d)

Documentation

• Add envelope docstrings (f9317fb)
• envelope: Add envelope docstrings (b7f5989)

v1.13.1 (2023-05-09)

Fix

• fetch: Fixed filter to skip malformed line (279abaf)

v1.13.0 (2023-05-08)

Feature

• fetch: Set folder envelope to autofill children (87fc64b)
• fetch: Add & match envelope keys, connected new logic (6049225)
• fetch: Refactor, fetch account & currency [WIP] (c876d42)
• fetch: Create FetchKey & FetchLine pair (7b7bd16)

Fix

• fetch: Fond euro amount mistake (6bb1555)
• fetch: Solve warning for buckets (36d4ea6)

v1.12.1 (2023-05-01)

Fix

• fetch: Ignore invalid elements from API response (#66) (fcfa91a)

v1.12.0 (2023-04-30)

Feature

• fetch: Support loans and credit accounts (#61) (c51acd2)

v1.11.2 (2023-04-29)

Fix

• currency: Use node currency everywhere, add default config (94f4711)

v1.11.1 (2023-04-28)

Fix

• folder: Propagate currencies to orphan nodes (#56) (e1f0968)

v1.11.0 (2023-04-28)

Feature

• portfolio: Basic support for multi-currencies (#55) (9b0e8ff)

v1.10.1 (2023-04-28)

Fix

• delta: Include shared folders in the delta list (63b3762)

v1.10.0 (2023-04-27)

Feature

• json: Export & import portfolio (#53) (4f852fb)

v1.9.0 (2023-04-24)

Feature

• perf: Can now set & analyze expected yearly performance (#51) (44bde0a)

v1.8.3 (2023-04-24)

Fix

• delta: Fix envelope delta calculation + display tweaks (a44ee2c)

v1.8.2 (2023-04-21)

Fix

• delta: Solved misalignment when using collapsed folders (ef540e5)
• delta: Add investment summary sorted by envelope (1d679be)

v1.8.1 (2023-04-21)

Fix

• delta: Add format shorcuts as command line options (3eee961)

v1.8.0 (2023-04-21)

Feature

• portfolio: New 'console_delta' output format (35757ed)
• portfolio: Display current amount to ideal delta (b9930fb)

v1.7.0 (2023-04-20)

Feature

• folder: Display warning if the sum of ratios != 100 (88068b9)
• portfolio: Display account in front of lines (b4456ee)
• node: Format option to display the tree with targets only (968506d)
• simulator: Create barebones simulation with invest states (04320f6)
• Add envelopes and plot them in dashboard (c650ec3)
• dashboard: Add basic newline support (d55e7d2)
• dashboard: Nice web tree with colors and icons (3d5db42)
• portfolio: Can set the asset class in parent for all children (6bba5df)
• dashboard: Can now customize the color map (8e9b862)
• dashboard: Click on a node to show its asset classes (0136d9e)
• analyzer: Add asset classes and plot chart (2343b65)

Fix

• fetch: Add amounts for lines with same id (8dbc7cf)
• dashboard: Display collapsed/line folders on the web (9914a0f)

v1.6.0 (2023-03-31)

Feature

• targets: Ratio targets now show the ideal absolute amount to reach (8bf0aac)
• fetch: Import precious metals (54ce9f6)

Fix

• portfolio: Simplify newline behavior (5071a4d)
• fetch: Increase cache time to 12h (d41ddb0)

v1.5.0 (2023-03-23)

Feature

• Add cryptos (#43) (ea79c75)

Documentation

• fetch: Add key/id usage for identical lines (ecfddee)

v1.4.2 (2023-03-22)

Fix

• fetch: Add support for id differentiation (4f830b8)

v1.4.1 (2023-03-22)

Fix

• fetch: Ask to reuse credentials if already saved (df8bec1)

v1.4.0 (2023-03-21)

Feature

• dashboard: Show the portfolio tree on the web dashboard (#35) (fa48bfc)

v1.3.0 (2023-03-19)

Feature

• render: Ability to customize the output format (#38) (97a2462)

v1.2.0 (2023-03-17)

Feature

• fetch: Can now cache data locally, defaults to 1h (#36) (86036e2)

Documentation

• Remove documentation warning (5185495)
• Write full documentation (#32) (835262c)
• Autobuild documentation and upload to Read The Docs (#29) (9c2d2d4)

v1.1.1 (2023-03-07)

Fix

• fetch: Env vars get priority over cookies file (f664ed8)

v1.1.0 (2023-03-05)

Feature

• fetch: Add real estate support (#24) (d973fc0)

v1.0.1 (2023-03-04)

Fix

• dependencies: Added unidecode and numpy dependencies (7574eae)

v1.0.0 (2023-03-04)

Feature

• Renamed project to Finalynx (4753651)

Fix

• submodules: Hopefully correctly moved finary_api (6b65d9c)
• Renamed source folder (f78318f)

Breaking

• Renamed all references of finary_assistant to finalynx (4753651)

v0.2.1 (2023-02-21)

Fix

• ci: Better release message (f097aaf)

v0.2.0 (2023-02-20)

Feature

• presentation: Updated README&CONTRIBUTING, project looks good! (2267bd3)

Documentation

• readme: Created CONTRIBUTING.md guidelines (75e2d75)

v0.1.8 (2023-02-20)

Fix

• Static pypi badge (ed669ea)

v0.1.7 (2023-02-20)

Fix

• ci: Forgot to recursively clone the repo (3a89f8e)

v0.1.6 (2023-02-20)

Fix

• ci: Attempting new glob pattern to include finary_api (12d81ea)

v0.1.5 (2023-02-20)

Fix

• ci: Include finary_api to the PiPY package (6b058c7)

v0.1.4 (2023-02-19)

Fix

• Relative import in module init (126fc6e)

v0.1.3 (2023-02-19)

Fix

• Trying to remove custom commit message (89bed31)
• Manual set to version 0.1.2 (d8284d1)

v0.1.0 (2023-02-19)

Feature

• Forcing bump to 0.1 (a2fa623)

v0.0.1 (2023-02-19)

Fix

• Readme image urls (89e1d7b)
• Cleaner path management, new command option to force signin (a29d1bb)
• Can now login with cookies without saving credentials (5fe8dfe)
• Skip credentials if envars available (c888a87)

Documentation

• Added PyPI badge to README (af328e6)