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CHANGELOG.md

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Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

0.6.1 - 2023-05-07

Fixed

  • Frequently used parameters now works with the new stock type field
  • Predicted holdings adds 5 days so the appropriate month is displayed

0.6.0 - 2023-02-12

Added

  • Additional metrics that show tax-adjusted performance

0.5.0 - 2022-12-20

Added

  • Stock selection component

Changed

  • Clearer display of draw downs when the current draw down is still going on

Fixed

  • Top-10 draw downs rendering on performance chart

0.4.0 - 2022-08-11

Added

  • Scatter plot comparing performance vs risk of all strategies
  • Holdings detail chart
  • Holdings calculator that calculates number of shares based on arbitrate portfolio balance
  • TradingView ticker tape widget
  • Per column search for most datatables

Changed

  • Updated to vue3
  • Switched frontend framework from bootstrap to quasar.dev
  • Switched charting library from highcharts to amcharts for better animation support
  • Refreshed design to work better on mobile devices
  • Updated to work with pv-api 0.4.0

0.3.0 - 2021-02-21

Added

  • Justification for portfolio changes
  • Predicted holdings for next month in strategy simulations
  • A bar chart showing annual returns vs benchmark
  • Ulcer index
  • Pie chart under 'Portfolio' tab that shows the percent of time spent in each asset
  • Support for multiple holdings in a single time period
  • Transactions report showing all transactions
  • Add suggested parameters drop-down for strategies

Changed

  • Reverse legend on monthly returns chart

Fixed

  • Error when displaying simulations with no drawdowns
  • Additional error checking when benchmark is undefined

0.2.1 - 2021-02-15

Fixed

  • Parsing of dates from date widget

0.2.0 - 2021-02-14

Added

  • Monthly return heatmap chart on strategy performance summary tab
  • Display investment value in portfolio tab
  • Ability to download portfolio as a CSV
  • Toggle to show log scale on return chart
  • Add max draw down to summary page and option to plot draw downs on chart
  • Add tables for CAGR, portfolio metrics, and risk metrics to summary view
  • Add benchmark comparison

Changed

  • Datepicker now supports quick shortcuts and easier navigation between years
  • Adjust precision on Portfolio Cards to match what is displayed in Summary page

Fixed

  • Change Vue.js mode to use hash tags so refresh does not get 404's

0.1.0 - 2021-02-08

Added

  • Strategy card view
  • Portfolio card view
  • Strategy info page with statistics for return over time and portfolio transactions
  • Portfolio info page with statistics for return over time and portfolio transactions
  • Terms of Service
  • Privacy Policy