v0.6.1

Fixed

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

v0.6.0

Added

• Additional metrics that show tax-adjusted performance

v0.5.0

[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

v0.4.0

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

v0.3.0

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

v0.2.1

Fixed

• Parsing of dates from date widget

v0.2.0

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

v0.1.0

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