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Releases: cdump/investments

Release 0.2.0

29 Jan 19:00
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Release 0.1.28

25 Mar 08:03
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Changes since previous release:

  • 883dcc7 v0.1.28
  • 2efc8f0 Merge pull request #66 from cdump/dateformat
  • 24fcbc4 fix new warnings/errors after mypy upgrade
  • be23972 upgrade deps
  • f7dcca3 change presenter default date format from %Y-%m-%d to %d.%m.%Y

Release 0.1.27

06 Jan 12:37
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Changes since previous release:

  • 1ec2cc3 v0.1.27
  • f6ebe8e fix ibdds.py: C417 Unnecessary use of map - use a set comprehension instead.
  • 6b29740 poetry update
  • 9f30fbf more newlines before year in text presenter
  • 6b7bfc1 Merge branch 'pdf_export'
  • af4a477 small codereview fixes in pdf exporter
  • 876ed3f Merge pull request #61 from mladshij/master
  • 6a4c4fb Setting stdout to utf8 encoding
  • 9bd2bf3 Merge pull request #59 from FlameFactory/fix_empty_fee_df
  • 6129299 [tests] add ibtax fee_report tests
  • 916cd9b [ibtax.py] fix prepare_fees_report
  • 9f9a36c ✨ Export basic report to .pdf files now available

Release 0.1.26

29 Jan 06:14
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Changes since previous release:

  • c7feb93 v0.1.26
  • aea0797 fix settle dates tests
  • 42ec294 Merge pull request #56 from esemi/fix_duplicate_settlement_dates
  • ab0dfbe Merge branch 'master' into fix_duplicate_settlement_dates
  • 00adab4 Merge pull request #55 from esemi/fix_thousands_separator
  • 5e30291 ✨ Fix duplicate settlement dates for same order
  • eef70a2 :fix: Thousands separator parsing for trade.quantity
  • cd4a9a5 Merge pull request #53 from cdump/deps-upgrade
  • d6b35bc fix flake8 errors
  • af4218f add init fix ibdds and ibtax (fix mypy warnings)
  • e542508 ibdds: fix mypy errors after mypy upgrade
  • 9c9eee4 add types- packages for requests & tabulate for mypy
  • c947f11 updated poetry.lock
  • d0504a9 moex data provider: upgrade for aiomoex 2.0
  • 197f475 upgrade all deps, minimum python version now is 3.8
  • f1c4f60 tests: add moex data provider test
  • 40e34fc Merge pull request #46 from esemi/skip_reversed_comissions
  • b76c1fb ✨ Skip reversed commisions from "other fees"
  • a9fedd6 Merge pull request #45 from esemi/silent_mode
  • cb129bf Merge pull request #51 from esemi/many_currencies
  • 24b247d ♻️ Refactoring CBR.ru client for support many currencies (Closes #39)
  • 6caf5aa ✨ Add more available currencies
  • 1539322 ✨ Move CBR currency codes to Currency class
  • eeea022 ♻️ Добавил поддержку различной meta-информации по валютам расчётов и покрыл тестами текущее поведение класса Currency
  • 54d84c0 :fix: Поправлена обработка возврата удержанного у источника налога для дивидендов: отчёты брокера строго необходимо парсить начиная с самого давнего года.
  • 7be46ee ✨ ibtax: add quiet param (for suppress messages about forex deals <:)
  • bfae5ad [readme] fix run examples (#38)
  • bc1f5ab Increase precision for trades income/expenses/profit values (#37)

Release 0.1.25

20 Jan 16:37
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Changes since previous release:

  • 007ff95 v1.0.25
  • e5745e3 update poetry.lock
  • 41d6a75 add jedi as dev dep to pyproject.toml
  • eb1c60c Добавлена утилита ibdds: помошник для подготовки отчёта о движении денежных средств по счёту в IB (#33)
  • fd8e64c Починил вывод отчётов по разделам по пустым годам (есть сделки, но нет дивидендов, например) (#32)

Release 0.1.24

30 Nov 18:16
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Changes since previous release:

  • dae4bad v0.1.24
  • fb5a0e9 open broker: fix FR parser for new reports, add GDR TickerKind
  • f8cb343 Trade fee (#28)
  • 1e488cc Merge pull request #29 from esemi/fix_actions_env
  • 81693c5 :fix: Changed untrusted commands on github-actions
  • deec0a3 Merge pull request #25 from esemi/currency_converter
  • 81f4848 ♻️ Move convert_to function from Money class to separate functions for compatible with multi-currency operations and manual compute trades profit
  • 3b543e8 ♻️ Move dividends and portfolio presenters to separate functions

Release 0.1.23

18 Oct 11:50
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Changes since previous release:

  • bf4460b github actions: use fetch-depth: 0 in release to generate relnotes

Release 0.1.22

17 Oct 09:42
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Release 0.1.21

11 Oct 19:06
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v0.1.21

Release 0.1.20

30 Sep 05:35
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fix issue #8: better test case, v0.1.20