Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

Unreleased

Added

• New holdings report.
• New asset allocation report.

Fixed

• Text queries being grouped incorrectly.

1.0.0a2 - 2026-01-08

Added

• Unit testing for core components.
• Python 3.14 support.

Changed

• Migrate to using sqlmodel/sqlalchemy with sqlite database.
• Standardize exceptions into a proper hierarchy.
• Simplified synchronization of prices.
• Performance improvements for top command (niveshpy -h)
• Updated documentation to reflect recent changes.
• Updated dependencies.
• Simplified deletion workflow.

Fixed

• Bulk updates deleting all transactions irrespective of accounts.
• Concurrency issues in bulk updates.
• Unified error handling with clear messages.
• Range operator not supporting one-sided open ranges in amount queries.
• Security losing existing properties on update.

1.0.0a1 - 2025-11-09

Added

• New CLI interface for easier use
• New Github workflow for automated testing and coverage.
• New classifiers to properly describe the project

Changed

• Redesigned entire app from the group-up to focus on CLI instead.

Fixed

• Problem with publishing assets to Github Releases
• Documentation URL fixes

0.1.0.dev0 - 2025-05-25

Added

• Basic project structure for Python package.
• Ability to fetch and store latest and historical quotes.
• Pre-built plugin: amfi (Mutual Fund)
• Documentation

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To view the latest version of this file, go to CHANGELOG.md