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TR Tracking v2.0.0
Second major release of TR Tracking, introducing scheduled purchase tasks (DCA) and sales support.
New features
- Scheduled purchase tasks with six configurable DCA frequencies:
- Weekly (every Monday)
- Monthly (first business day of the month)
- Monthly from mid-month (first business day on or after the 15th)
- Twice a month (both of the above combined)
- Quarterly from month start (first business day of the quarter month)
- Quarterly from mid-month (first business day on or after the 15th of the quarter month)
- Occurrence confirmation queue: once the expected date passes, each occurrence must be manually confirmed with the exact purchase date before the investment is recorded.
- Occurrences can be skipped if a purchase was missed.
- Dashboard widget showing pending confirmations and the next 5 upcoming scheduled dates.
- Warning badge on the navigation link when confirmations are waiting.
- Support for sell operations in addition to buy operations.
Upgrading from v1.0.0
git pull
bash scripts/migrate.sh