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CHANGELOG.md

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Changelog

0.5.0 (2022-12-25)

Improvements

  • asset allocation by class: fixed chart placement using upstream changes [Red S]

0.4.0 (2022-11-22)

New

  • minimizegains module. works on cli and fava. [Red S]

Improvements

  • tlh/relatetickers: rename 'tlh_partners' to 'a__tlh_partners' [Red S] In line with the other metadata fields, tlh_partners has been renamed to a__tlh_partners and is now both an input and and auto-generated field
  • tlh/relatetickers: rename and add 'a__equivalents' [Red S] In line with the other metadata fields, equivalent has been renamed to a__equivalents and is now both an input and and auto-generated field
  • tlh/relatetickers: remove tlh_partners_meta_label feature. [Red S] this simplifies config, and clarifies.
  • tlh: removed susubstantially_identical_meta_label feature. [Red S] this is a simplification to provide clarity.
  • tlh/relatetickers: Show only same type of TLH partners. [Red S]

Fixes

  • #79 bump fava dependency to 1.22 due to upstream filtering changes. [Red S]

  • minor: spelling. [Red S]

  • beancountinvestorapi open method needed to index into list. [Red S]

  • ticker_util: substidentical and a__substidentical are both accepted. [Red S]

  • fix (summarizer, tlh, util): rename "similar" to "identical" [Red S]

    IRS uses substantially identical

  • libminimizegains: couldn't use arbitrary currencies. [Red S]

Other

  • relatetickers: unit test. [Red S]

  • pythonanywhere update.bash. [Red S]

  • pythonanywhere example asset alloc looks nicer now. [Red S]

  • pythonanywhere example is not too shabby now. #72 #24. [Red S]

  • ci: fix test. [Red S]

  • refactor: add tlh substantially identical based wash sale example. [Red S]

  • refactor: rename similars to idents. [Red S]

  • ci: flake ignore. [Red S]

  • doc/tlh: specifying substantially identical, and equivalent metadata. [Red S]

  • refactor: remove 'substidenticals' meta label. [Red S]

    use only a__substidenticals, which is both an input field, and gets overwritten

  • ci: flake. [Red S]

  • ci: flake. [Red S]

  • doc: feature todos for minimizegains. [Red S]

  • doc: minimizegains README.txt. [Red S]

  • wip: minimizegains. [Red S]

0.3.0 (2022-08-07)

New

  • new module: summarizer to summarize and display reasonably arbitrary tables of account and commodity metadata
  • Modules now respect GUI context (time interval). For example, see what your cashdrag was or what you could have TLH'ed on any arbitrary day in the past
  • experimental utility: scaled mutual fund NAV estimator: estimate a mutual fund's NAV based on current intra-day value of its corresponding NAV

Improvements

  • add footer to pretty_print. cashdrag uses it.
  • assetalloc_class: read fava config from beancount file for command line.
  • cashdrag: read fava config from beancount file for command line.
  • cli: consolidated all modules into investor command.
  • enable fava context and filters. Fixes #36. Also upstream favaledger.
  • pager via click.
  • ticker-util now puts asset allocation info it can find.
  • tlh: comma betweeen similars and alts lists.
  • tlh: read fava config from beancount file for command line.
  • better example (still WIP)
  • pythonanywhere config and example

Fixes

  • fix: use filtered entries in query_shell.
  • fix: #61 Show welcome message on initial screen when no modules are selected.
  • fix/favainvestorapi: #67 get_account_open() returns empty.

Other

  • several upgrades for fava 1.22 [Aaron Lindsay, Red S]
  • several doc upgrades
  • several refactors
  • refactor: ticker-util cleanup; _ to - in options.
  • test: fix assetalloc_class pytests.
  • wip: demo example #72.

0.2.5 (2022-06-12)

New

  • ticker-util. See here

Improvements

  • tlh: allow specifying tlh_partner meta label. [Red S]
  • tlh: also consider substantially similar tickers in wash sale computations. [Red S]
  • tlh docs. [Red S]
  • tlh new feature: wash_ids. [Red S]
  • tlh wash_id: configurable metadata label, bugfixes. [Red S]
  • tlh: what not to buy now includes similars. [Red S]
  • rename env var to BEAN_COMMODITIES_FILE. [Red S]

Other

  • build: requirements via pigar. [Red S]
  • doc: create changelog + gitchangelog config. [Red S]
  • doc: examples. [Red S]
  • doc: README upate. Relaxed requirements. [Red S]
  • refactor: favainvestorapi cleanup. [Red S]
  • refactor: upgrade deprecated asyncio code. [Red S]
  • ticker-util: and ticker-relate: major refactor into a single utility. [Red S]
  • ticker-util: available keys. [Red S]
  • ticker-util: click: relate subcommand group. [Red S]
  • ticker_util: feature: add from commodities file. [Red S]
  • ticker-util: feature add: include undeclared. [Red S]
  • ticker-util: features: specify metadata, appends as cli args. [Red S] also: empty substsimilar metadata is excluded
  • ticker-util: header. [Red S]
  • ticker-util: moved to click. [Red S]

0.2.4 (2022-05-12)

Other

  • tlh: bug in wash sale (31 vs 30 days) [Red S]
  • Flake. [Red S]
  • Pythonpackage workflow. [Red S]
  • . [Red S]
  • tlh: sort main table by harvestable losses. [Red S]

0.2.3 (2022-05-11)

Improvements

  • TLH: screenshot update. [Red S]
    • Example update for article. [Red S]
    • tlh: html notes. [Red S]
    • tlh: rename subst to alt. [Red S]
    • tlh: clarify safe to harvest date. [Red S]
    • tlh: sort by harvestable loss. [Red S]
    • tLh: add built in options for account_field. [Red S]
    • tlh README. [Red S]
    • add subst column to TLH "Losses by Commodity" [Red S]
    • Show tlh alternate. [Red S]
    • tlh: show get one but leaf. [Red S]

0.2.2 (2022-04-27)

Improvements

  • Add long/short info to TLH. [Red S]
  • Asset allocation by class: add multi currency support #32. [Red S]
    • requires all operating currencies to be specified

Fixes

  • Fix for upstream changes: Use url_for instead of url_for_current [Aaron Lindsay]
  • Unbreak account_open_metadata. #35 [Martin Michlmayr]
  • Support fava's newly modified querytable macro. [Aaron Lindsay]

Other

  • README updates, including #55. [Red S]
  • Example account hierarchy update. [Red S]
  • Fix assetalloc_class pytests. [Red S]
  • tlh fix pytests. [Red S]

0.2.1 (2021-01-10)

  • Macro asset_tree fix to make toggling work in fava v1.15 onwards. [Red S]
  • Table update to include footer (can't merge this until fava release) [Red S]