Peculium v1.0.0

Features

• Admins can now back up and restore the whole server database from the new Admin → Server backup page: download a complete database dump, and restore the instance from one — the destructive replace asks you to type an explicit confirmation, and the app reminds you that every account is replaced, so you may need to log in again
• New Settings → Backup & restore page: download all of your data — portfolios, transactions, assets with their exposure and manual prices — as a single JSON file, and restore it choosing whether to add it to your current data or replace it (replace asks for an explicit confirmation first, and your assets are never deleted)
• New Admin area for admin accounts: a Users page to review every account with its role and status, approve pending registrations, disable and re-enable accounts, change roles, and set a new password for a user who lost theirs; plus a Server settings page. On a brand-new server the first registered account becomes the administrator
• New server setting Auto-approve new registrations (on by default): when it is off, new sign-ups stay pending until an administrator approves them
• The login page now explains exactly what is going on when an account is still awaiting approval or has been disabled, instead of a generic error, and a finished registration immediately tells you if an administrator's approval is required first

VaultLab v0.6.1

Features

• Price freshness now lives in the app header on every page: the "Prices as of" stamp is always visible and clickable to refresh quotes on demand, and data-quality warnings (rate-limited or failed updates, holdings missing an FX rate) follow you as a strip under the header instead of sitting on the dashboard

Fixes

• The whole interface now follows the chosen language: the dashboard, the portfolio detail (Overview/Positions/Activity and their tables), the portfolios and assets lists, the asset detail tabs, every modal (create portfolio/asset, import portfolio, add transaction, exposure editing), Settings, the Price Sync Health page, and the asset type/class/price-source labels all switch between Italian and English
• On phones the asset header's ⋯ menu is gone: its actions (update from Yahoo, backfill the price history, delete) were already duplicated in the Data tab's danger zone, and the menu kept ending up off-screen when the header wrapped
• On phones the portfolio header's ⋯ menu stays right-aligned when the header wraps, and its panel no longer runs off the screen
• On phones the allocation drill-down no longer closes as soon as it opens: the bottom sheet stays up so you can read the assets behind the slice
• The search panel (⌘K/Ctrl+K, or the header search button) no longer gets stuck after the first use: on a vault with no portfolios or assets it now opens every time instead of working only once
• On touch devices the tooltip of the allocation charts no longer stays pinned on screen: it disappears when you open the drill-down panel or tap outside the chart

VaultLab v0.6.0

Features

• Click any allocation slice or bar — the asset-class donut or the sector, region and country bars, on the dashboard and on a portfolio's Allocation tab — to open a side panel (a bottom sheet on phones) listing the assets that make it up, with their value, contribution and share of that slice
• Every chart can be switched to a table view of the same data with the new Chart/Table control on the card — the numbers you were hovering on the chart, now readable row by row, on any device and with a screen reader
• Open the new command palette with ⌘K/Ctrl+K (or the search button in the header, on every device): jump to any page, portfolio or asset, search Yahoo, and run quick actions — add transaction, refresh prices, switch theme, toggle the color-blind palette — all without leaving where you are
• Optional colour-blind-friendly gain/loss palette: from Settings → Preferences you can swap the green/red P/L colours for a blue/orange pair everywhere, text and charts included — the +/− signs and ▲▼ arrows are always shown, and your theme stays untouched
• The portfolio Activity tab can now be filtered by transaction type, asset and date range — the filters stay in the link, so you can share or bookmark a filtered view and the back button brings it back exactly as it was
• Deleting a transaction can now be undone straight from the confirmation toast (5 seconds); the delete-confirmation dialog is gone
• On phones the transaction form opens as a bottom sheet, with the same fields as the desktop dialog
• The asset page is now split into Overview, Exposure and Data tabs, each with its own link you can share or bookmark; the ticker, its identity chips and the latest quote stay pinned at the top while you switch tabs
• The asset Overview now shows "Where held": which of your portfolios hold the asset, with quantity, cost, value and gain/loss — each portfolio links straight to its page
• Asset actions (update from Yahoo, backfill the full price history, delete) moved into the ⋯ menu in the asset header, and are repeated in the Data tab's danger zone
• The portfolio page is now split into Overview, Positions, Activity and Allocation tabs, each with its own link you can share or bookmark; a compact value + P/L strip stays pinned at the top while you switch tabs
• Portfolio actions (export, import, delete) moved into the ⋯ menu in the portfolio header, next to the always-visible "Add transaction" button
• Each portfolio card on the dashboard now shows a small chart of its value trend alongside the current figures
• The dashboard now opens with your net value as a single headline figure, a value-vs-invested chart with 1Y/3Y/ALL ranges, a breakdown you can expand on demand, a "prices as of" freshness stamp, and a data-quality note when something needs attention (like holdings excluded for a missing exchange rate)
• On a fresh vault the dashboard shows a guided first-run checklist: create a portfolio, add an asset, record a transaction — each step links straight to the right page
• You can now switch between the whole vault and a single portfolio from the dashboard header
• New adaptive navigation: on phones a bottom bar (Overview, Portfolios, Assets, More) plus a ⊕ button with quick actions (add transaction, add asset, refresh prices), on tablets a slim icon rail, and on desktop the familiar expandable sidebar — with a compact header that shrinks while you scroll
• The price-sync health page is now called Data & Sync
• The app now follows your system theme by default: light and dark are both first-class, and you can still pin your preferred one from the header
• New interface font (Inter) plus a dedicated monospace font for tickers and codes — both bundled with the app, nothing is downloaded from third-party services
• New Settings → Preferences page: choose theme (Light/Dark/System) and interface language (Italian/English); the app now defaults to the system theme and to Italian, and remembers your choices on this device

Fixes

• Fetching an asset's exposure from Morningstar now also works for funds quoted on multiple markets: if one market's quotation carries no data, the next quotation of the same ISIN is used automatically

VaultLab v0.5.0

Features

• The portfolio transactions list is now paginated: it comes back page by page (20 at a time by default, up to 100) in a stable newest-first order, together with the total count, so long histories stay fast and predictable
• The portfolio detail now has its own monthly/annual percentage performance chart: the same time-weighted return the dashboard shows, measured for that single portfolio in its own currency, with the invested-versus-value capital series next to it
• The portfolio detail allocation section now mirrors the dashboard's "Allocazione complessiva" card: an asset-class donut plus descending region, sector and country bars, all in the portfolio's currency (equity-only, ordered by value)
• The portfolio detail page now shows the same active vs closed investments breakdown as the dashboard, in the portfolio's own currency: open positions with invested, current value, gain/loss and dividends, and the closed part with the cost of the sold lots, the proceeds and the realized gain/loss
• The dashboard now shows a single invested-assets table: one row per asset aggregated across all your portfolios, in your base currency, with invested amount, current value and P/L %, ordered by value
• Choose your base currency in Settings → Profile: the dashboard now consolidates your totals and allocations into that currency
• The dashboard allocation now breaks your whole vault down also by asset class (donut data) and by individual country, alongside the existing sector and macro-region views — all aggregated across your portfolios and expressed in your base currency
• The dashboard now separates active and closed investments at vault and per-portfolio level: for the closed part you see the cost of the sold lots, the proceeds and the realized capital gain/loss; dividend rows are shown with the active investments and, once a position is fully closed, they are included in the proceeds
• New aggregate performance chart on the dashboard: one chart for all your portfolios, in your base currency, showing the percentage time-weighted return of each month or year (with a cumulative TWR line) next to a capital chart of the money invested versus the current value, switchable between Monthly and Annual views. The return is measured day by day, so deposits, sales, dividends and fees no longer distort it and fully closing or reopening a position never produces absurd spikes; positions without a market price are carried at cost and never show up as a fake loss

Fixes

• Importing a portfolio exported by an older version of the app no longer fails: missing information is filled with sensible defaults
• Portfolios with only closed positions no longer show a misleading -100% gain/loss: closed positions are kept out of the active figures and the amounts no longer carry rounding residues

v0.4.0

v0.4.0 — 13 Sep 2026

Features

• New dark theme, enabled by default, with Light / Dark / System options
• Redesigned navigation: collapsible sidebar, top header with the theme selector and the user menu, and a slide-in drawer on mobile
• Consistent theme-aware colors across every page and chart, so the app is readable in both light and dark mode
• Destructive actions now use an in-app confirmation dialog instead of the browser's native prompt
• Notifications (toasts) restyled to match the theme and made accessible to screen readers
• Creating assets/portfolios and importing a portfolio now happen in modal dialogs consistent with the app design
• Redesigned sign-in / registration screen with the VaultLab logo, a Sign in / Register switch, inline field validation and a password confirmation on registration
• Dashboard rebuilt: KPI cards per currency, an allocation donut and clickable portfolio cards
• The dashboard header shows when prices were last updated
• Portfolio detail: adding/editing a transaction now happens in a modal with inline validation and a live total, and deletion is confirmed in-app
• Portfolio positions and transactions use the shared design-system tables (positions now also show the latest price), and the page actions sit in a sticky header
• Settings reorganized into tabs: Profile, Password, Currencies and Health
• Managed currencies are now picked from a list, with the name filled in automatically
• Changing your password now validates inline and highlights the field at fault (e.g. wrong current password)
• The price-sync health events list is now paginated, so the full history can be browsed
• The price-sync health page moved to a dedicated Admin section in the sidebar

Fixes

• Portfolio allocations update immediately after adding, editing or deleting a transaction, with no page reload
• Dashboard portfolio history chart draws every portfolio as a continuous line over a real timeline, and can be zoomed and panned like the portfolio charts
• Price-sync health: the Success Rate and Rate Limited cards now show the real values (the rate could stay stuck on N/A, or show NaN% when there was no data)
• Price-sync health: failed sync messages now state the request type (chart / spark / search / fx) and the related ticker or currency
• Assets not priced by Yahoo (manual / none) no longer generate sync errors in the price-sync health dashboard
• Price-sync health: the summary totals no longer reset on restart and can be scoped to Today / Last 24h / Last 100 events

VaultLab v0.3.0

Third official release — built on v0.2.0.

Highlights

• Asset editing overhaul (#65):
  • per-asset price source: Yahoo, Manual or None (no more Yahoo errors for non-Yahoo tickers)
  • asset price chart loads the full history and zooms in place with the 1M/3M/1Y/YTD/MAX selectors (new YTD range), stock split markers (e.g. Split 4:1)
  • asset exposure (regions/sectors) edited in a dedicated modal with validated weight tables and one-click fill from JustETF and Yahoo
• Per-country exposure editing (#67):
  • geographic distribution edited with a per-country list (add/remove countries and set each weight), alongside regions and sectors
  • Morningstar as an exposure source (official regions), alongside JustETF and Yahoo
  • every distribution shows its source and last-update date (e.g. from Morningstar (2026-09-05)); provider lookups cached in Redis
  • reopening an exposure editor always restarts from the saved data (unsaved changes discarded)

Verification

• make test-e2e on the isolated test stack: 18 PASS, 0 FAIL
• Go unit tests: ok
• Python microservice tests: 62 passed

Full user-facing notes: docs/RELEASE-NOTES.en.md / docs/RELEASE-NOTES.it.md.

VaultLab v0.2.0

Second official release — built on v0.1.0.

Highlights

• EPIC A — Data correctness & security: coherent aggregation with missing FX (explicit bucket + forward-fill), ownership enforcement on analytics endpoints, data-quality metrics (missing_country, missing_sector, stale_count, fx_missing_*).
• EPIC B — Geographic & sector exposure (complete):
  • python-service (FastAPI + JustETF): ETF country/region + sector exposure, ticker→ISIN auto-resolution
  • country backfill + ISO normalization + region mapping (B.3)
  • GET /portfolios/{id}/allocation/geography and /allocation/sector (8 macro-regions, 11 GICS sectors, zero-filled) (B.6/B.7)
  • dashboard/portfolio charts, equity-only allocation scope with covered_value/excluded_value coverage, asset-editor "Carica da JustETF" + ISIN sync (B.8)
  • per-date FX rate history in the series engine (B.9)
  • asset detail page, asset classes with auto-detect + override, class-allocation donut (B.10/B.11/B.12)
• Docs: AGENTS.md, PLAN.md, STATUS.md and the BACKEND/FRONTEND/DATABASE guides (en+it) kept in sync.

Verification

• Go build/vet/test green, frontend build/check/lint green
• Isolated-stack smoke: tests/test-epic-b.sh (20 PASS), tests/test-fx-history.sh

VaultLab v0.1.0

First official VaultLab release. Self-hosted, multi-user web app for tracking investments and personal finances.

What's included

• Multi-user auth with JWT (access + refresh, automatic rotation)
• Portfolios CRUD, transactions (buy/sell/dividend/split/fee), import/export
• Assets with Yahoo Finance autocomplete
• Dashboard: total value, gain/loss, allocation, performance, ROI
• Prices via Yahoo Finance with cache, rate-limit and series backfill
• Data quality: completeness/staleness metrics in the summary
• Security: ownership enforcement on analytics endpoints
• Frontend SvelteKit + Tailwind + Recharts

Stack

Backend Go (Chi + pgx) · PostgreSQL 16 · Redis 7 · Frontend SvelteKit · Docker/podman-compose

Verification

• go build, go vet, go test ./... green
• Isolated test environment: make test-e2e