Release V1.0.1

Changelog

All notable changes to this project will be documented in this file. See standard-version for commit guidelines.

1.0.1 (2026-07-19)

Bug Fixes 🛠

• engines/core: fix fifo: small check for linter (58f1ca7)

1.0.0 (2026-07-19)

Features 🔥

• engines/pipeline: main processor for investment manager (af103b6)
• engines/pipeline: write the post processing script that will run after data load (1042838)
• engines: write the benchmark engine for handling the market bechmark data through yfinance (eb7f193)
• engines: write the main investment engine (8b8fcb2)
• load: setup the main db load module for init, optimize and loading data (173ad56)
• main: completely modularize the app, add new features and this simply runs the ui mainloop (89dc915)
• pipeline: orchestrate the entire ETL pipeline End-to-End (b50c162)
• transform: write the core transforms across various datasets (c350d05)
• transform: write transforms related to mutual funds (9c8a6fa)
• transform: write transforms related to stocks (61fe666)
• ui: create custom-tkinter app (5cb0ea9)
• ui: setup the base ui tab (0839548)

Tests 🧪

• add some sample config and tests (8587c1b)

Docs 📃

• readme: add a personalized readme (da503b5)

0.1.5 (2026-07-19)

0.1.4 (2026-07-19)

Build System 🏗

• add logos, add pyinstaller spec file, version_info file for windows build (0cc6db1)
• add scripts for build and dev tasks (05f49ef)

Features 🔥

• engines/core: write core quant operations: xirr, cagr, other metrics (fcd5367)
• engines/core: write the core fifo functionality for investment tracking (2f1e0bc)
• engines/io: handle the data preprocessing for investment tracking (1d43769)
• engines/rules: add core tax rules for the calculation (93a172f)
• extract: setup extract modules for excel and sqlite db sources (500954a)
• settings: setup config module for handling toml configs (2150afd)
• utils: add helpers for polars functionality (489d1ba)
• utils: setup logging functionality using queue in ui (a6479e4)
• utils: shared dataclasses and enums for the App (1e0a3b8)
• utils: theme utils for the UI (3be7a60)

0.1.3 (2026-07-19)

0.1.2 (2026-07-19)

0.1.1 (2026-07-19)

Others 🔧

• build: update pyproject, setup configs for commitlint and changelogs (532f64a)