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Changelog

Full Changelog

Enhancements

  • update amazon orders
  • add fidelity retirement
  • add exclude option for labels in budget
  • update security checks

Documentation

Bug Fixes

  • minor bug fixes

Full Changelog

Enhancements

  • add amazon order description update
  • restructure budget chart dashboard page
  • remove plaid pattern and rewrite plaid server and client into app

Documentation

  • type hinting on most modules

Bug Fixes

  • update yfinance compatibility to latest version

Full Changelog

Enhancements

  • update to python 3.12
  • switch from .ini to .yml configs
  • add user functionality in budget module
  • add assets module to track other assets
  • add wrappers kelly blue book and zillow for assets
  • add loans module tp get loan metrics
  • add earnings calendar to stocks page
  • update ui layout of dashboard

Documentation

  • add new README GIFs
  • start conversion to type hinting (work in progress)

Full Changelog

Enhancements

  • add subscription indentification in budget
  • add better charts for budget in dashboard

Documentation

  • update budget tests

Full Changelog

Enhancements

  • add uv to docker image
  • update scraper logic

Full Changelog

Enhancements

  • refactor dashboard

Full Changelog

Enhancements

  • update fidelity broker
  • upgrade the g4f library

Documentation

  • update README
  • add in tests for chat module

Full Changelog

Enhancements

  • update dockerfile to be slimmer
  • add in custom logging
  • upgrade to python 3.9
  • format and lint fixes
  • add in functionality for vpn in mailer module

Documentation

  • update README
  • add in tests for budget module

Full Changelog

Enhancements

Documentation

  • bumping to 1.0.0

Full Changelog

Enhancements

  • add in budget module
  • add in plaid integration
  • add in label classification
  • convert browser automation to use seleniumbase

Documentation

  • update README

Full Changelog

Enhancements

  • add in yodlee
  • add in chatbot
  • add in self hosting site instead of fly.io
  • migrate to ruff
  • add in manager return chart

Documentation

  • update README
  • updated logging to use configuration file

Full Changelog

Enhancements

  • add in dividend returns
  • add in ybr broker
  • add in ib broker
  • add in historical stock splits
  • enhance test cases to use offline history

Documentation

  • add in CHANGELOG