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@fbenz fbenz released this 22 Oct 06:54
v1.2.0
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fbenz Florian Benz
SSH Key Fingerprint: 1FrzGPDESioDjg13QURWLKScOBVgLaSztu2Ey8c7zNM
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Learn about vigilant mode.
4df9a5f
This commit was signed with the committer’s verified signature.
fbenz Florian Benz
SSH Key Fingerprint: 1FrzGPDESioDjg13QURWLKScOBVgLaSztu2Ey8c7zNM
Verified
Learn about vigilant mode.

Portfolio discovery and charts

Discover your accessible broker portfolios and view historical portfolio valuation and absolute return:

sc broker portfolios
sc broker chart --timeframe 1y
sc broker chart --portfolio-id <PORTFOLIO_ID> --timeframe ytd --json

Security price charts remain available with --isin. Unavailable chart data now returns a clearer error.

Trading

Buy and sell orders now support stop-limit orders. Supply both a stop price to trigger activation and a limit price to constrain execution:

sc broker trade buy --isin US0378331005 --shares 2 --order-type stop-limit \
  --stop-price 190.00 --limit-price 191.00

This previews the order. Review the details and disclosures, then repeat the exact inputs with --confirm <CONFIRMATION_ID> after explicit confirmation.

You can also discover the execution venues enabled for your portfolio:

sc broker order-venues

Trade previews accept --venue gettex, --venue xetra, or --venue eix, as well as their MICs MUNC, XETR, and SEIX. The selected venue is also used for the preview quote.

Crypto holdings and transactions

Holdings now include crypto positions and their backing ETPs. Transaction history now includes crypto activity, with ticker filtering and independent pagination:

sc broker holdings --json
sc broker transactions --crypto-ticker BTC --json
sc broker transactions --crypto-ticker BTC --crypto-cursor <CURSOR> --json

In JSON output, crypto holdings appear in crypto_items. Crypto transactions and their pagination cursor appear in crypto.items and crypto.cursor.

Savings plans

When --day-of-month is supplied without --year-month, the CLI now selects the earliest available execution month for the chosen day. An explicit --year-month remains available.

Authentication and updates

Session refresh now recovers from temporary verification or storage failures after a rotated refresh token has been saved. Retryable failures return refresh_retryable with exit code 30 in JSON mode.

After a successful interactive login, the CLI now notifies you when a newer stable release is available.

Upgrade notes

  • Market-data commands now select the consolidated quote automatically. The --quote-source flag has been removed from holdings, quotes, watchlists, and search.
  • Broker transaction lists and details, and Overnight transaction lists, no longer include document metadata or links. Transaction documents remain available in the Scalable app.

Security

Updated rustls, rustls-webpki, webpki-root-certs, and other dependencies to address security advisories.

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