v1.3.1

Changelog

Bug fixes

• cf9d572 Revert "fix(market): redact API key from transport errors before they reach the LLM"
• 5b0733f fix(agent): cascade market chain on successful-but-empty results (#30)
• a34ff1f fix(agent): make tax P&L period bounds end-of-day inclusive and UTC-consistent (#33)
• b543345 fix(agent,drivers): surface abnormal stream termination instead of a silent fake stop (#39)
• 2a96a76 fix(config,portfolio): add entropy to timestamp IDs to prevent same-second collisions
• b4576ec fix(market): redact API key from transport errors before they reach the LLM
• 8b1740b fix(market): redact API key from transport errors before they reach the LLM
• 640a36d fix(tui): adaptive panel width + scrollable disclaimer viewport (issue #37)
• 3e9bb01 fix(tui): confirm before -setup overwrites an existing config, clarify unlock errors
• 438a0e5 fix(tui): gofmt screen_disclaimer.go and its test (issue #37)
• 7cfebe0 fix(tui): manage vertical height in instrument and portfolio views (issue #36)
• 53e2aa5 fix(tui): preserve portfolio's AI provider/model when editing
• a7dc193 fix(tui): re-inject terminal size into screens created after startup
• 78d74cc fix(tui): restore provider config on cancelled /aiproviders or /marketproviders (#38)
• 498633c fix(tui): review fixes for #37 (theme preview width, disclaimer key dispatch, dead code, gofmt)
• a4795b2 fix(tui): windowed rendering + accurate chrome budgets for long lists (issue #35)

Other changes

• a2bbc37 test(tui): sandbox every pkg/tui test behind an isolated XDG_CONFIG_HOME

v1.3.0

Changelog

Features

• 419bc95 feat: add promptlab, a system-prompt testing/refinement harness

Bug fixes

• 27504cf fix(agent): portfolio_add_lot no longer debits cash by default
• 8e4efd1 fix(portfolio): catalogued lots no longer inflate benchmark returns
• 4ca3b85 fix(tui): don't discard AgentModel via Shift+Tab while streaming
• 716ad7f fix(tui): let Esc exit the API-key screen from /marketproviders
• 10b55b8 fix(tui): reload portfolio from disk before /new, session select, and resolvePortfolioSession
• 4986c1c fix(tui): reset flowContext on every exit from portfolio-agent mode
• 0467631 fix: reject wrong passphrase even when no API keys are stored (#23)

Other changes

• 4d09397 ci: run build/vet/test on PRs and pushes to develop
• 19317d5 test(news): don't fail CI on transient upstream errors in live feed check

v1.2.0

Changelog

Features

• 871eea3 feat: harden agent against prompt-manipulation attempts (#8)

Bug fixes

• 1e62892 fix: reload portfolio from disk when /menu returns from portfolio-agent mode

Other changes

• 32de5de Refactor code structure for improved readability and maintainability
• 4a4bde5 chore: move cmd/styletest to tools/styletest

v1.1.0

Changelog

Features

• 6bdb097 feat: add contextual explanations to setup wizard screens

Bug fixes

• e578bd3 fix: support multiple named OpenAI-Compatible AI providers
• e5d8960 fix: wrap error messages instead of overflowing the terminal

v1.0.0

Changelog

Features

• 74b04a9 feat(math): enhance error handling and documentation for financial calculations
• f67a946 feat(math): implement financial calculation tools for P/FCF, PEG, dividend yield, and growth; update tests and tool registration
• 7599442 feat(math): implement stress test calculation tool; add tests and update tool registration
• 2725159 feat(minimax): add MiniMax driver implementation and tests
• 065bcf5 feat(minimax): add documentation for ListModels method in MiniMax driver
• be372b2 feat(monte_carlo): implement Monte Carlo simulation tool and associated tests
• 129831e feat(news): update ToolDescription and parameter descriptions to English
• 686bc8f feat(ollama): improve context handling and timeout management in Stream and Complete methods
• 7e77f0e feat(portfolio): add buy action and success message for portfolio instruments
• 0c36441 feat(portfolio): add cash management features and update portfolio metrics
• 08f3eec feat(portfolio): add portfolio management tools and integrate with agent model
• c45c97b feat(portfolio): enhance transaction handling and add new tools
• 6d9d36f feat(portfolio): implement portfolio_suggest_rebalance tool and associated logic for suggesting buy/sell operations
• 3a9955a feat(portfolio): implement target allocation management; add UI and backend support
• 7fc7b7d feat(prompts): add comprehensive guide for writing system prompts and update existing prompt structure to English
• 758a912 feat(transactions): implement transaction history screen and related functionality
• b3d65fc feat(tui): enhance instrument search model with dynamic sizing and scrolling support
• 779729f feat(tui): implement portfolio instruments and menu screens
• 327e385 feat(tui): implement user interface for setup and configuration
• fa938eb feat: Implement comprehensive numeric input validation for financial calculations
• b6fb7a1 feat: Update ADRs and complete Tier C tasks
• f5d3bdf feat: add AI usage disclaimer and warning messages for financial decisions
• 5d6896f feat: add Anthropic Claude driver and integration tests
• 07cd3fd feat: add ComputedAt field to financial calculation results
• 701a60f feat: add English and Spanish README files with installation and usage instructions
• 658a694 feat: add MIT License to the project
• f6396ac feat: add Nix configuration files for development environment
• 8192f93 feat: add Ollama driver for local LLM inference
• 4f16d00 feat: add agent mode and configuration screens
• 0eb97d4 feat: add candlestick chart and sparkline support in TUI, implement SMA calculation, and enhance portfolio views
• 269e504 feat: add configuration menu options and enhance navigation in the main menu
• 57a27c4 feat: add context window reporting and info command for agent
• 46ca151 feat: add currency formatting and selection in portfolio management
• 27cdd8f feat: add edit profile option to menu and enhance profile management
• 42b7b3d feat: add integration tests for Ollama driver and model configuration
• 6d2179e feat: add new theme options and enhance agent message rendering styles
• 429ddb3 feat: add news feeds management functionality and UI
• 6a7b773 feat: add portfolio benchmark comparison tool and related functionality
• 7c0817a feat: add progress tracking for tool execution and enhance model selection interface
• b35e060 feat: add simulation mode for market data
• 12d4bf2 feat: add time tools for current, today's, and yesterday's date retrieval
• cb6abae feat: add unit tests for math tools and enhance system message prompts
• df6d023 feat: add watchlist functionality with live price updates and % change display
• 84f960d feat: enhance ProgressEvent handling to surface distinct tool calls and improve deduplication logic
• 79dfc56 feat: enhance adaptive color handling for agent UI elements and improve label rendering
• c46fc81 feat: enhance agent connection by integrating market provider API
• b04b0b9 feat: enhance color handling and background persistence in agent rendering
• 5be2655 feat: enhance documentation and metrics, add atomic file write utility
• cce15bd feat: enhance financial metrics with DividendYieldTTM and Beta, update handling for missing parameters in calculations
• 0b36be5 feat: enhance market provider management and localization
• efd4300 feat: enhance system prompts with mathematical expression guidelines and rendering rules
• 1b40728 feat: implement Agent structure with chat functionality and tool dispatching
• fad5795 feat: implement at-rest encryption for portfolios and chat sessions
• f9429eb feat: implement back navigation in setup wizard and enhance UI indicators
• 433c9cf feat: implement capability filtering for agent tools based on provider support
• cffdd40 feat: implement change passphrase functionality with validation and UI updates
• 120296d feat: implement market_render_price_chart tool and integrate chart rendering in TUI
• ac19044 feat: implement mutex protection for lastUsage and storageKey to prevent data races
• 42e8e11 feat: implement portfolio export functionality to JSON and CSV formats
• e7536af feat: implement quotes snapshot handling in portfolio metrics and enhance prompts for technical analysis
• 6018928 feat: implement session management with session picker and migration from ChatHistory
• abc338f feat: implement streaming support for agent interactions
• f7afa98 feat: mask API key inputs with EchoPassword for enhanced security
• e404647 feat: replace text input with textarea for improved user experience and dynamic height adjustment
• 137c0ff feat: surface error messages when model loading fails and reset pending states
• e78413d feat: update dependencies and enhance Markdown rendering in agent prompts
• ee64a41 feat: update renderer style in ensureRenderer function to use standard theme
• 87e782a feat: update toolset to include Sortino, Treynor, and Information Ratio calculations

Bug fixes

• f1b9350 fix(docs): correct usage flag notation in help text
• 41e73be fix(locale): add applyStoredLocale method to initialize translations from config
• 6d973fc fix: enhance exit condition in agent loops to handle empty tool calls
• 40e94c0 fix: improve error handling for numeric arguments to prevent silent coercion to zero
• a80a636 fix: preserve assistant text alongside tool calls in OpenAI driver responses
• 9a852d1 fix: replace hardcoded placeholders with localized strings for improved internationalization
• 20b05f0 fix: update portfolio_add_instrument to include optional debit_cash parameter for cash transactions

Other changes

• 08a2ef8 "Claude Code Review workflow"
• d599958 "Claude PR Assistant workflow"
• b3a5f2e Add FMP driver tests and provider API definitions
• a95a025 Add Ollama and Gemini AI providers with integration tests
• 7144634 Add OpenAI driver and integration tests
• 9baebd6 Add financial calculation tools and corresponding tests
• cb782e6 Add financial validation functions and calculations
• c97c2dd Add integration tests for agent functionality and improve agent prompts
• cfd9aff Add portfolio tax P&L calculation and related tests
• 7a695d4 Add presentation HTML for TFM project with styled slides and interactive features
• c684ffc...