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
- 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
- Additional metrics that show tax-adjusted performance
0.5.0 - 2022-12-20
- Stock selection component
- Clearer display of draw downs when the current draw down is still going on
- Top-10 draw downs rendering on performance chart
0.4.0 - 2022-08-11
- 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
- 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
- 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
- Reverse legend on monthly returns chart
- Error when displaying simulations with no drawdowns
- Additional error checking when benchmark is undefined
0.2.1 - 2021-02-15
- Parsing of dates from date widget
0.2.0 - 2021-02-14
- 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
- Datepicker now supports quick shortcuts and easier navigation between years
- Adjust precision on Portfolio Cards to match what is displayed in Summary page
- Change Vue.js mode to use hash tags so refresh does not get 404's
0.1.0 - 2021-02-08
- 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
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