Portfolio Tracker changelog
v0.5
2026-02
Latest
Treasury bonds
feat
New /bonds page — Polish treasury bonds (PKO BP / MF)feat
8 bond types: OTS, ROR, DOR, TOS, COI, ROS, EDO, RODfeat
Series code decoding (e.g. EDO0236 → EDO, maturity 02/2036)feat
Rate scraper from obligacjeskarbowe.pl (24h cache)feat
Estimated net return after 19% capital gains taxfeat
Sell button per bond tranchefix
EDO grouping by purchase date (each tranche separate)fix
Bitcoin and Discord no longer match as bonds (removed ILIKE)fix
ROD margin corrected from 2.0% to 2.5%feat
/changelog page (you are here)v0.4
2026-02
Ticker system + 2-step form
refactor
Replaced YAHOO_SYMBOL_MAPPING with dynamic _resolve_ticker()feat
2-step TransactionForm: live Yahoo Finance search in step 1feat
ticker and ticker_currency columns in transactions tableperf
Canonical display_name for ETFs (consistent names across portfolio)v0.3
2026-01
PostgreSQL + performance
refactor
SQLite → PostgreSQL 16 migrationperf
historical_prices cache (Redis-like in PostgreSQL)perf
Indexes on transactions(user_uuid, asset, date)fix
Fixed Gold/Silver unit conversion (grams↔oz)v0.2
2025-10
Backend refactor
refactor
Split 2720-line monolith into modules (services/, routes/, models/)feat
JWT authentication with per user_uuid isolationfeat
Docker Compose: PostgreSQL + FastAPI + Next.js
feat
Portfolio tracking: ETFs, stocks, crypto, metals, cashfeat
P&L in PLN with multi-currency support (NBP rates)feat
Allocation and portfolio value charts over timefeat
CSV transaction import