v1.5

What's Changed

• Fix parsing of withdrawal transactions on the Trading212 parser.
• Update Trading212 parser to support additional transaction types and fields, including legacy fields from old CSV exports.
• Add initial support for multi-currency accounts. It is now possible to view orders, dividends, interest and transfers for transactions whose total is not in pound sterling. Calculating capital gains is not supported for orders whose total is not in pound sterling though.

Full Changelog: v1.4.1...v1.5

v1.4.1

What's Changed

• Fix calculation of gain/loss.
• Fix exception message.

Full Changelog: v1.4...v1.4.1

v1.4

What's Changed

• Many improvements to the tabular output generated by the different sub-commands.
• Added support to export the data to CSV, JSON and HTML.

Full Changelog: v1.3.2...v1.4

v1.3.2

What's Changed

• Show net gain or loss on capital-gains subcommand.
• Ignore transactions with the TAX_CERTIFICATE type.

Full Changelog: v1.3.1...v1.3.2

v1.3.1

Fix upload issue to PyPI.

Full Changelog: v1.3...v1.3.1

v1.3

What's Changed

• Support for showing the unrealised gain/loss on the holdings sub-command.
• Several general improvements to the codebase.
• Support for Python 3.13.
• Support for generating a code coverage report.
• Improved badge links.
• Replaced linters and formatters with Ruff.

Full Changelog: v1.2...v1.3

v1.2

What's Changed

• Produce a warning if calling the Yahoo Finance API to fetch information for a security failed.
• Transactions without a timezone assigned will now default to UTC on Trading212 parser.
• Additional unit tests were added for the TaxCalculator based on HMRC examples for cryptoassets.
• The typer pretty exceptions were disabled.
• New --cache-file command-line option to allow configuring the location of the cache file.
• The cache file can now be empty when loaded (allows using /dev/null).

Full Changelog: v1.1...v1.2

v1.1

What's Changed

• Improvements to the contents of the README file.
• Improvements to logging.
• Additional trove classifiers were added to pyproject.toml.
• Continuous integration checks now run on MacOS and Microsoft Windows as well.

Full Changelog: v1.0...v1.1

v1.0

What's Changed

This is Investir's first release 🚀.

Full Changelog: https://github.com/tacgomes/investir/commits/v1.0