kris/etf-trade-tracker
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6 Commits

Author SHA1 Message Date
kris
ae6b0ac80e Add GBP currency support and update comprehensive documentation 
- Add British Pound (GBP) support to all database schemas and constraints
- Update API validation to accept EUR, USD, and GBP currencies
- Implement centralized currency symbol mapping with getCurrencySymbol()
- Replace all hardcoded currency mappings throughout frontend code
- Add GBP options to all currency dropdown menus in UI forms
- Update README with enhanced feature descriptions and changelog
- Document multi-currency support and historical price tracking features
- Improve project documentation with comprehensive feature overview

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
 2025-09-01 17:37:41 +00:00
kris
4119143283 Add historical price tracking with persistent storage and UI 
- Create price_history table for storing ETF price updates over time
- Add API endpoints for saving/retrieving price history per user
- Auto-load latest prices on app initialization for continuity
- Add "History" button to view price update timeline in modal
- Enhance price update notifications to confirm database saves
- Implement responsive modal design for price history viewing
- Maintain user data isolation for all price history features

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
 2025-09-01 15:42:00 +00:00
kris
f10332d9f5 Add comprehensive cash savings and transfers system with total holdings tracking 
- Add cash accounts management with CRUD operations and account types
- Implement date-stamped transfer system with deposits/withdrawals
- Add total holdings card combining portfolio and cash values
- Create dedicated "Add Transfer" page in navigation
- Include automatic balance calculations and transaction history
- Add database migrations for cash_accounts and cash_transfers tables
- Integrate cash data with dashboard and real-time updates

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
 2025-08-29 18:54:29 +00:00
kris
31a02a69ac Add comprehensive Capital Gains Tax (CGT) calculation feature 
Features:
- Configurable CGT rates by holding period (1M, 6M, 1Y, 2Y, 2Y+)
- Annual CGT exemption allowance support
- Real-time CGT calculations based on holding periods
- FIFO (First In, First Out) method for calculating gains
- Interactive CGT settings page with visual rate preview
- Integration with gains/losses page showing:
  - Total CGT liability estimation
  - After-tax gains calculation
  - Effective tax rate display
  - Holdings breakdown by tax period
- Database schema for per-user CGT settings
- Comprehensive API endpoints for CGT management
- Responsive design with professional styling

CGT calculation methodology:
- Uses trade purchase dates to determine holding periods
- Applies different rates based on time held (short vs long term)
- Factors in annual exemption allowance
- Shows estimated tax liability for planning purposes

Default rates (configurable):
- 0-1 Month: 40%
- 1-6 Months: 35%
- 6M-1 Year: 30%
- 1-2 Years: 20%
- 2+ Years: 10%
- Annual exemption: €1,270

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
 2025-08-28 18:20:36 +00:00
kris
7b88b51bda Add Podman/Docker containerization support 
- Dockerfile with Node.js 18 Alpine base image
- Multi-stage build with production dependencies only
- Non-root user for security
- Health checks and proper signal handling
- Volume mounting for persistent database storage
- Docker Compose configuration for easy deployment
- Environment variable support for production config
- Updated README with comprehensive container instructions

Container features:
- Persistent data storage in /app/data volume
- Production-ready configuration
- Security hardened with non-root user
- Health monitoring built-in

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
 2025-08-28 16:26:24 +00:00
kris
8a68a8bf86 Initial commit: ETF Trade Tracker with multi-user authentication 
Features:
- Multi-user authentication system with admin panel
- SQLite database with user isolation
- Trade entry, history, and portfolio tracking
- Gains/losses calculation with price updates
- Responsive design with sidebar navigation
- Session-based authentication with bcrypt password hashing
- Admin user management capabilities

Default admin credentials: admin/admin123

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
 2025-08-28 15:36:40 +00:00