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v2.1.6 - 8 Pillars Investment Analysis

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@GeneBO98 GeneBO98 released this 14 Jan 20:49

What's New

8 Pillars Investment Analysis

  • Added Paul Gabrail's value investing methodology for stock analysis
  • Investment screener with symbol search
  • Portfolio holdings tracking with cost basis and lots
  • Dividend tracking integration
  • Watchlist integration with 8 Pillars analysis tab
  • Stock price charts with multiple timeframes
  • Cached analysis results for performance

Broker Sync Improvements

  • Enhanced Schwab broker sync integration
  • Sync frequency options for IBKR
  • Fixed Schwab broker grouping and trade deletion
  • Fixed IBKR options parsing issues
  • Better cache updating from broker syncs

Year Wrapped Feature

  • Added Year Wrapped slides
  • Fixed streaks wrap-up slide

Bug Fixes

  • Fixed timezone issues with admin user analytics
  • Fixed Webull P&L percentage calculations
  • Fixed quantity discrepancy on trades table
  • Fixed filter issues and P&L % change after edit
  • Fixed commission decimal limits
  • Fixed 0 price allowance for expired options
  • Resolved frontend inconsistencies

Admin Features

  • Added analytics page for admin users

Dependencies

  • Upgraded Vue from 3.5.24 to 3.5.25
  • Upgraded various npm packages (axios, sharp, node-gyp, @anthropic-ai/sdk)