v0.6.1

🐞 Bug Fixes

• FE: Wrong fee amount and impact calculation on AssetCard (#258)
• OPT: Fix fee impact precision issues (#258)

🛠 Improvements

• OPS: Use docker-meta Action to publish tagged builds (#258)

v0.6.0

⭐ New Features

• FE: Multiple portfolios support: create, duplicate and edit an unlimited number of portfolios (#156, #177)
• OPT: New optimizer option to exhaust all available budget (#197)
• BE: Add /import/portfolio endpoint to enable integration with third-party tools (#194)
• FE: Introduce source directory aliases to avoid double dots in imports (#196)

🛠 Improvements

• BE: Refactor MarketDataService logic for better latency and scalability: improved GET /price endpoint latency by a factor of 7x (~150us mean latency) (#208)
• BE: Refresh Prometheus visitors stats at startup (#192)
• FE: Reset scroll to top on /allocate step change (308938f)
• FE: Fetch 4 days worth of prices from YF to handle long-holidays (768a98e)

🐞 Bug Fixes

• FE: Fix NaN problem in allocation when it is not possible to allocate any assets (#176)
• OPT: Fix Solver instances never deleted causing WASM memory leak (#191)
• FE: Fix no budget suggestion when Fractional Shares option is selected (#216)
• FE: Fix LanguageSwitcher position on mobile: was not visible (eb278d5)
• FE: Hide InputNumber up/down arrows on Firefox (e0e64a0)

📔 Documentation

• Add public endpoints docs
• Add /import/portfolio endpoints docs

📦 Dependency Upgrades

• Rust: Bump MSRV to v1.74
• NPM dependency upgrades via dependabot
• Cargo dependency upgrades via dependabot

❤️ Contributors

Thank you to all the contributors who worked on this release

• @corradopetrelli
• @mattiapitossi
• @KristianLentino99

v0.5.0

⭐ New Features

• OPT: Suggest the minimum investment amount for reach the target allocation (#141)
• FE: Introduce GDPR banner (#129)

🐞 Bug Fixes

• FE: Do not weigh unallocated cash if portfolio does not have liquidity position (#124)
• FE: Fix missing suggested quantities when fractional shares are enabled (#140)
• FE: Fix i18n on not found page and error page (#120)
• FE: Block scrolling on mobile menu open (#150)
• FE: Improve Italian translation (#121)
• BE: Fix crypto tickers for esotic assets (590a840)
• BE: Fix false positive warning logs (79c4133)

📔 Documentation

• Add repository security policy (6af695f)

🔨 Dependency Upgrades

• Rust: Bump MSRV to v1.73
• FE: Dependency upgrades via dependabot
• BE: Dependency upgrades via dependabot

❤️ Contributors

Thank you to all the contributors who worked on this release

• @corradopetrelli
• @mattiapitossi

v0.4.0

⭐ New Features

• FE: Introduce react-i18n for internationalization support (#55)
• FE: Add Italian translation 🇮🇹 (#55)
• FE: Replace ImageKit component with <img> and bundled resources (#54)
• FE: Integrate playwright and basic E2E tests (#62)
• BE: Replace cryptowatch with kraken as Crypto market data provider (#36)
• BE: Add Circuit Breaker to third-party data provider to improve reliability (c4bfb6d)
• BE: Fetch asset human-readable names from CoinMarketCap (9fd56c3)
• CI: Add backend to E2E tests (3bcb447)
• BE: Add IP2Location DB for latitude/longitude lookup (3da82d9)
• BE: Restore unique visitors + IP location metrics (#88)

🐞 Bug Fixes

• FE: Fix Webpack's resolve.extension (0b04c12)

📔 Documentation

• Add CONTRIBUTING and CODE OF CONDUCT files (#46)
• Add dependabot (#65)

🔨 Dependency Upgrades

• FE: Many dependency upgrades via dependabot
• BE: Many dependency upgrades via dependabot

❤️ Contributors

Thank you to all the contributors who worked on this release

• @corradopetrelli
• @KristianLentino99
• @mattiapitossi

v0.3.1

🐞 Bug Fixes

• FE: Round up refreshed prices precision (044aaac)
• OPT: Fix typos (#45)
• CI: Fix Dockerfile and deploy config (ffa7e07)

📔 Documentation

• Pull Request and Issue templates (#42)

🔨 Dependency Upgrades

• Bump Redis to v7.2.0-v0 (bf00032)
• Rust: Bump strum to v0.25` (#45)

❤️ Contributors

Thank you to all the contributors who worked on this release:

@corradopetrelli, @mattiapitossi

v0.3.0

⭐ New Features

• OPT: Make advanced optimizer transaction fee-aware: now you can pass your broker fee structure and max fee impact limit you are willing to pay (#18)
• FE: Add UI components to allow user define their fee structure both at portfolio and per-asset levels. Moreover, AllocationCard now shows theoretical amounts that were not invested due to fee impact crossing user's limit (#18)
• FE: Refresh portfolio prices every 5 minutes (#19)
• OPT: Add checked expectations in test_runner and added several test cases (e6871f8)
• FE: Add .prettierc config (aab5482)

🐞 Bug Fixes

• OPT: Fix advanced optimizer infinite loop on negligible remaining budget (33191e4)
• FE: Keep portfolio currency selected on back navigation (#10)
• Rust: Fix cargo workspace warnings on workspaces. Now profiles and resolver version are shared in workspace root (077c859)

📔 Documentation

• Not this time

🔨 Dependency Upgrades

• Bump Rust toolchain on CI to stable v1.72.0 (f584217)
• Enable Webpack's Asset Modules config for svg assets (#35)

❤️ Contributors

Thank you to all the contributors who worked on this release

• @corradopetrelli: Fixing UI glitches (#37) and fostering discussion on many open issues
• @KristianLentino99: Fixing portfolio currency selection (#38) and participating to several discussions

v0.2.2

⭐ New Features

• OPT: Introduce initial implementation of test-runner, a regression testing tool consuming JSON test scenarios for easier bug reproducibility and expectations definition (9bbd4ba)

🐞 Bug Fixes

• OPT: Fix bug on check_fully_allocated_assets() function leading to infinite loop on low unallocated cash (0d747e7)

📔 Documentation

• Not this time

🔨 Dependency Upgrades

• Bump rust_decimal dependency (9bbd4ba)

❤️ Contributors

• Not this time

v0.2.1

⭐ New Features

• FE: Replace Start from scratch homepage button with Allocate your savings – This now brings you to /allocate page without deleting your portfolio

🐞 Bug Fixes

• FE: Disable Invest button if portfolio value + budget equals to zero (#25)
• OPT: Add precondition check on portfolio value + budget positivity (#25)
• OPT: Fix bug leaving high unallocated budget on multiple optimizer iterations (#26)

📔 Documentation

• Not this time

🔨 Dependency Upgrades

• Not this time

❤️ Contributors

• Not this time

v0.2.0

⭐ New Features

• Add whole shares support in the optimizer (#17)
  • OPT: Rewrite the optimizer from scratch in advanced::Problem
  • FE: Add whole shares UI

🐞 Bug Fixes

• FE: Fix bug in ImportStep not clearing totalAmount (98ffbaf)
• FE: Use integer InputNumber for non-fractional assets (e0bb418)

📔 Documentation

• Improve README and introduce system architecture diagram (#22)

🔨 Dependency Upgrades

• Migrate from Webpack v4 to v5 (c327b5b)
• Bump required Node.js version to v18 LTS (c327b5b)
• Bump Rust dependecies (54741b0)

❤️ Contributors

Thank you to all the contributors who worked on this release

• @corradopetrelli: new FE contributor with great ideas to make DcaPal more user friendly and good looking! Welcome onboard 💪

v0.1.0

⭐ New Features

• DcaPal.com goes public! Enjoy this smart assistant for your periodic investments: DcaPal helps you keep your portfolio under control with tax-efficient suggestions to split your monthly savings.

🐞 Bug Fixes

• Not this time

📔 Documentation

• Not this time

🔨 Dependency Upgrades

• Not this time

❤️ Contributors

Thank you to all the contributors who worked on this release

• @pietrograndi: frontend components design and product evolution
• @EdoardoVarani: performance testing advisory and k6s workload development
• @aguglie: scalability and operations advisory and Cloudflare setup