v1.4

What's Changed

• Many improvements to the tabular output generated by the different sub-commands.
• Added support to export the data to CSV, JSON and HTML.

Full Changelog: v1.3.2...v1.4

v1.3.2

What's Changed

• Show net gain or loss on capital-gains subcommand.
• Ignore transactions with the TAX_CERTIFICATE type.

Full Changelog: v1.3.1...v1.3.2

v1.3.1

Fix upload issue to PyPI.

Full Changelog: v1.3...v1.3.1

v1.3

What's Changed

• Support for showing the unrealised gain/loss on the holdings sub-command.
• Several general improvements to the codebase.
• Support for Python 3.13.
• Support for generating a code coverage report.
• Improved badge links.
• Replaced linters and formatters with Ruff.

Full Changelog: v1.2...v1.3

v1.2

What's Changed

• Produce a warning if calling the Yahoo Finance API to fetch information for a security failed.
• Transactions without a timezone assigned will now default to UTC on Trading212 parser.
• Additional unit tests were added for the TaxCalculator based on HMRC examples for cryptoassets.
• The typer pretty exceptions were disabled.
• New --cache-file command-line option to allow configuring the location of the cache file.
• The cache file can now be empty when loaded (allows using /dev/null).

Full Changelog: v1.1...v1.2

v1.1

What's Changed

• Improvements to the contents of the README file.
• Improvements to logging.
• Additional trove classifiers were added to pyproject.toml.
• Continuous integration checks now run on MacOS and Microsoft Windows as well.

Full Changelog: v1.0...v1.1

v1.0

What's Changed

This is Investir's first release 🚀.

Full Changelog: https://github.com/tacgomes/investir/commits/v1.0