783b2580d8
Allocation (%) can be updated
2025-06-05 12:31:05 +02:00
b339dff0d7
Update .gitignore to properly track cache manager code
2025-06-04 23:39:20 +02:00
d364f072fb
Update .gitignore to properly track cache manager code and ignore runtime cache
2025-06-04 21:51:33 +02:00
1bd98153a8
refining AI Suggestions and Drip Forecast UI
2025-06-04 16:30:04 +02:00
9d25a01082
Adding sql lite et reorganizing services folder
2025-06-04 15:41:03 +02:00
c30e89f82c
cleaning unused files
2025-06-04 14:35:14 +02:00
27ef418f84
updating the AI Suggestions yab
2025-06-04 03:20:33 +02:00
f7cf624721
Adding AI Suggestions tab
2025-06-04 02:36:55 +02:00
19f713673e
Adding education tio DRIP/No-DRIP
2025-06-03 19:51:16 +02:00
30e1bbcbd9
fixing Nav_erosion_service and drip_service services communication
2025-06-03 18:42:25 +02:00
c6797c94ee
fix: update DRIP service to use correct method and attributes for portfolio calculations
2025-06-03 12:46:32 +02:00
163bf0e93b
fix: DRIP Forecast tab improvements - Fix duplicate sections in DRIP Forecast tab - Fix monthly income calculation in detailed allocation table - Add back Detailed Allocation table with improved calculations - Update DRIP vs No-DRIP comparison to use correct variable names
2025-06-02 17:22:50 +02:00
edf2ce5e9c
feat: Add DRIP service support files and update related services - Add exceptions and logger - Update service models and implementations - Update portfolio builder integration
2025-06-02 16:16:57 +02:00
4ea1fe2a73
fix: Update DRIP service to use correct MonthlyData structure and fix month attribute error
2025-06-02 16:07:27 +02:00
7889608544
deleted ETF_Portal_Builder.py
2025-06-01 13:09:06 +02:00
b7febef81a
updated .gitignore for saved portfolios
2025-06-01 12:49:14 +02:00
5775d25e72
refactor: remove erosion radio buttons and FMP API testing section from navbar
2025-05-30 21:09:35 +02:00
7db493893e
Add dividend trend service, documentation, and requirements backup
2025-05-30 18:12:36 +02:00
156b218c94
feat: current dividend trend calculation implementation
2025-05-30 15:30:03 +02:00
8bec6cd8e8
Add nav_erosion_service implementation and fix dividend trend calculation
2025-05-30 00:14:31 +02:00
f548dec7ec
fix: ensure dividend trend is always a valid number in API response and add nav_erosion_service implementation
2025-05-30 00:02:14 +02:00
300b127674
Add: Complete nav erosion service implementation with tests
2025-05-29 23:38:55 +02:00
93d93277b1
Fix: Adjusted ETF age calculation and risk scoring
2025-05-29 23:37:13 +02:00
65209331f5
feat: implement NAV erosion risk assessment service and UI integration
2025-05-29 21:49:24 +02:00
c4a7f91867
feat: add DRIP service for portfolio growth calculations with erosion support
2025-05-28 16:27:29 +02:00
40cf9aac63
feat: Update DRIP Forecast implementation with improved erosion calculations and comparison features
2025-05-28 16:12:32 +02:00
81c6a1db48
feat: improve data source tracking and FMP API fallback mechanism
2025-05-28 14:41:10 +02:00
1fc54d5ea9
revert: restore original portfolio allocation logic
2025-05-27 23:53:08 +02:00
57862a1e98
refactor: optimize portfolio allocation for risk tolerance
2025-05-27 23:33:02 +02:00
3929f2d4f0
refactor: remove duplicate ETF display from sidebar for cleaner UI
2025-05-27 20:31:05 +02:00
e0dc6e57eb
feat: update API and cache management with improved logging
2025-05-27 16:27:13 +02:00
027febf7da
feat: improve logging for cache and API calls tracking
2025-05-27 16:02:15 +02:00
1ff511ebe1
chore: Update project configuration and add setup scripts
...
- Update Docker and Caddy configuration
- Add VPS setup and secrets management scripts
- Add test suite
- Update documentation
- Clean up cache files
2025-05-27 14:41:58 +02:00
38e51b4517
chore: Update Docker configuration for secure API key management
...
- Add env_file configuration for Docker
- Remove hardcoded API key references
2025-05-27 14:23:27 +02:00
c462342d44
feat: Add API management system with caching support
...
- Add base API client and cache manager classes
- Implement FMP and YFinance specific clients and cache managers
- Add API factory for managing multiple data providers
- Add test suite for API configuration and caching
- Add logging configuration for API operations
2025-05-27 14:07:32 +02:00
4fc9452c98
refactor: improve CLI and package structure - Move CLI code to ETF_Portal package - Add proper package setup with setup.py - Update README with installation and usage instructions - Improve process management and cleanup
2025-05-26 19:46:05 +02:00
fd623ac6b9
fix: correct yield calculation in ETF metrics to use TTM dividends
2025-05-25 15:14:47 +00:00
2687b63d3f
Initial commit for fixing broken code: - Fixed ETF_Analyzer page config issue - Updated ETF_Portfolio_Builder with improved error handling and data validation
2025-05-24 23:24:40 +00:00
f0ea40767c
Fix: Quick action handlers for portfolio allocations. Equal weight and income focus now properly sum to ~100% (allowing for floating-point precision). Capital focus simplified to equal weight allocation.
2025-05-24 22:06:52 +00:00
44d94eeb00
refactor: remove duplicate cache management and API testing sections
2025-05-24 15:24:15 +00:00
1f8b5920d0
fix: remove config_manager dependency and obsolete docker-compose version
2025-05-24 15:09:19 +00:00
ac02928c60
refactor: remove obsolete version attribute from docker-compose.yml
2025-05-24 15:03:33 +00:00
c317a5ba12
Add README.md from backup
2025-05-24 14:16:32 +00:00
efc865c2da
Initial commit: ETF Portal with Portfolio Builder and Analyzer components
2025-05-24 14:15:07 +00:00
