v0.1.5

⚡ FinDashIQ v0.1.5 — Startup Performance Overhaul, Backtesting Polish & Multi-Currency Engine

FinDashIQ v0.1.5 delivers a comprehensive performance overhaul that slashes startup CPU load, introduces intelligent cache-aware scanning, optimizes the Strategy Backtesting Studio for short-history assets and ETFs, adds real-time multi-currency support, and refreshes high-resolution UI documentation assets.

---

🚀 Highlights in v0.1.5 (Brief Summary)

• 🛡️ Dedicated Admin Maintenance Tab: Added an admin-only Maintenance tab inside the Profile & Preferences modal with live server telemetry tracking FinDashIQ process
• ⚡ RAM Optimization: Streamlined in-memory caching to significantly reduce active RAM usage.
• 🛠️ Code Maintainability: Refactored core modules and reduced redundancy for a cleaner, more modular architecture.

v0.1.4

⚡ FinDashIQ v0.1.4 — Strategy Backtesting Studio, System Updates & Historical AI Conviction Graph

FinDashIQ v0.1.4 introduces the Strategy Backtesting & Simulation Studio for institutional multi-factor strategy simulation and forward paper trading, alongside the Historical AI Conviction Score chart in the Charts subtab, automated GitHub Releases update verification, and an administrator update management panel.

---

🚀 Highlights in v0.1.4 (Brief Summary)

• 🎮 Strategy Backtesting & Simulation Studio:
  • Institutional Backtesting Suite: Test strategies over custom time horizons (1M, 3M, 6M, 1Y, 2Y, 3Y, 5Y, MAX) in Long-Only or Long & Short modes with configurable capital allocation, stop-loss %, take-profit %, and slippage/fees.
• 🔄 GitHub Releases Update Checker: Automated version comparison against official releases on GitHub (TheyAreMe/FinDashIQ/releases).
• 🛡️ Administrator Updates Tab: Dedicated System Updates management tab in the profile modal displaying release notes, upgrade commands, and recent release history.
• 📈 Historical AI Conviction Graph (0–100%): Added backwards-calculated AI Conviction Score chart as the second graph in the Charts & Technicals subtab to see stability of conviction over time.

v0.1.3

⚡ FinDashIQ v0.1.3 — Stock Scanner Enhancements & UX Polish (This update incl. unpublished v0.1.2)

FinDashIQ v0.1.3 delivers key enhancements to the automated Stock Scanner, including autonomous background engine execution, admin interval controls, timezone-aware live countdowns, elevated default conviction screening, and a unified split hero layout.

---

🚀 Highlights in v0.1.3 (Brief Summary)

• ⚡ Default Conviction (≥ 85%): Elevated initial screening threshold to focus on high-conviction setups (≥ 85%).
• 🔄 Autonomous Background Scanner: Decoupled scanning from the frontend to run entirely in the background, with configurable scan intervals adjustable by admins directly from the scanner tab.
• ⏱️ Live Timing & Local Timezone Sync: "Last Scan / Next Due" timestamps automatically render in the user's local browser timezone with an active countdown timer.
• ☀️ Bright Mode & UX Polish: Fixed contrast across the admin controls, universe cards, and ticker addition modals.

---

⚡ Previous Releases

FinDashIQ v0.1.2 — Global Stock Scanner & Expanded Universe

We are pleased to release FinDashIQ (v0.1.2), introducing an expanded global screening universe of 276+ liquid institutional assets, high-speed vectorized data ingestion, interactive catalyst indicators with hover popovers, and streamlined market selection filters.

---

v0.1.1

⚡ FinDashIQ v0.1.1 — Signal Alerts & Autonomous Monitoring Engine

We are pleased to release FinDashIQ (v0.1.1), introducing an autonomous background signal monitoring engine, intelligent multi-channel notification dispatchers, portfolio-wide watchlist triggers, and enhanced .env configuration management.

---

🚀 Highlights & New Features in v0.1.1

• 🔄 Autonomous Background Signal Monitoring Engine:

  • Configurable Polling Frequency: Interactive slider allowing custom recalculation intervals ranging from 1 minute to 24 hours (default: 15 min), persisted across user sessions.
  • Persistent Live Heartbeat & Countdown: Real-time animated status badge (🟢 Active • Auto-Polling) and live countdown timer that seamlessly persists and continues across page reloads.
  • Manual Trigger & State Controls: One-click instant calculation scan (Check Signals Now) with animated feedback and a Pause / Resume engine toggle.
  • Multi-Factor Indicator Scan: Continuous background evaluation across 20+ quantitative indicators (SuperTrend, SMA/EMA Golden & Death Crosses, Bollinger Bands, RSI, MACD, Stochastic, CMF, VWAP, AI Conviction, Intraday Spikes) and breaking news wires.

• 📱 Intelligent Telegram Dispatcher & Multi-Channel Delivery:

  • Smart auto Resolution: Automatically discovers and resolves your Telegram Chat ID via getUpdates for personal DMs and private groups.
  • Clear Multi-Option Setup: Comprehensive support and documentation for Method A (Personal DMs / auto), Method B (Public Channels / @handle), and Method C (Private Groups / -100...).
  • Inline Token Authentication: Support for direct token passing (TOKEN:CHAT_ID) and .env loading.
  • Actionable Error Guidance: Friendly, context-aware error diagnostics for common setup hurdles (bot missing /start, permissions, chat not found).

• 🌐 Portfolio-Wide Global Watchlist Alerts:

  • *WATCHLIST* Universal Target: Monitor every stock in your active watchlist simultaneously with a single rule.
  • Simplified Trigger Form: Automatic threshold and condition inference for streamlined rule creation.

• ⚙️ Environment & Security Enhancements:

  • Added .env and .env.example template for seamless configuration of Telegram Bot tokens, Google Gemini AI, SMTP mail servers, and session security.
  • Integrated python-dotenv for automatic environment loading.

---

📦 Quick Start

# 1. Clone repository
git clone https://github.com/TheyAreMe/FinDashIQ.git
cd FinDashIQ

# 2. Install dependencies
pip install -r requirements.txt

# 3. Configure environment
cp .env.example .env

# 4. Launch application
python app.py

Access the dashboard at http://localhost:5000 (Default credentials: admin / admin123).

---

⚠️ Disclaimer: FinDashIQ is strictly designed for personal utility, educational exploration, and private quantitative research. No liability is assumed for financial decisions or software inaccuracies.

v0.1.0

⚡ FinDashIQ v0.1.0 — Initial Release

We are excited to announce the initial release of FinDashIQ (v0.1.0) — a self-hosted, privacy-first quantitative financial intelligence platform and AI-driven market analytics terminal.

---

🚀 Highlights & Features

• 📊 Watchlist & Market Intelligence Hub:

  • Persistent server-side asset tracking and customizable ETF/stock baskets.
  • Live quote badges, interactive trend sparklines, and real-time quantitative health bars (RSI, CMF, VWAP, SuperTrend).
  • Automated AI conviction scoring and market bias indicators.

• 🔍 Quantitative Deep-Dive Terminal:

  • Interactive Technical Charts: High-performance multi-timeframe charts with SuperTrend, VWAP, Bollinger Bands, Keltner Channels, and moving averages.
  • Oscillator Suite: Integrated Stochastic (14, 3, 3), RSI (14), MACD (12, 26, 9), and Chaikin Money Flow (CMF).
  • Strategy Backtesting Engine: Simulate historical returns, calculate Alpha, Win Rate, and Profit Factor against Buy & Hold benchmarks with an interactive simulated trade execution log.
  • Multi-Factor Consensus: Algorithmic verdict ratings (Strong Buy to Strong Sell) backed by composite technicals and fundamentals.

• 🧠 AI Financial Intelligence & Copilot:

  • Automated executive thesis generation, catalyst synthesis, and invalidation risk factors.
  • 30-day probabilistic price scenarios (Bull, Base, Bear).
  • Dynamic Trade Execution Matrix with suggested entry zones, stop-losses, and take-profit targets.
  • Context-aware interactive AI Copilot for market and risk queries.

• 🛰️ Opportunity Discovery Scanner:

  • Automated screener scanning high-conviction opportunities across Clean Energy, AI & Silicon, Biotech, Cloud/Cybersecurity, and more.
  • 1-click routing directly into the terminal or to your personal watchlist.

• 🔔 Signal Change Alerts & Notifications:

  • Configurable alert triggers for technical crossovers, trend flips, and AI conviction shifts.
  • Support for Discord Webhooks, Telegram, Email, and Browser Push notifications.

• 🛡️ Role-Based Security & Glassmorphism UI:

  • Isolated per-user storage, admin role management, and session security.
  • Modern glassmorphic theme with instant Dark 🌙 / Bright ☀️ mode switching.

---

📦 Quick Start

# 1. Clone repository
git clone https://github.com/TheyAreMe/FinDashIQ.git
cd FinDashIQ

# 2. Install dependencies
pip install -r requirements.txt

# 3. Launch application
python app.py

Access the dashboard at http://localhost:5000 (Default credentials: admin / admin123).

---

⚠️ Disclaimer: FinDashIQ is strictly designed for personal utility, educational exploration, and private quantitative research. No liability is assumed for financial decisions or software inaccuracies.