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Personal finance tracking project

2024.6.1

1 week ago

Improvements and corrections for Portuguese tax report.

2024.5.1

3 weeks ago
  • Handling of assets transfers and corporate actions was improved to keep FIFO order before the event.
  • Interactive Brokers statement import corrections for vesting.
  • Quotes downloaders were updated and corrected.
  • Some internal code cleanup.
  • Tax reports were updated to reflect changes in events handling.

2024.4.2

1 month ago
  • VTB statement import improvements
  • Minor bug fixes

2024.4.1

2 months ago
  • Interactive Brokers statement import improvements
  • Reference data windows position/size saving
  • Bug fixes

2024.3.2

2 months ago

Minor bug-fixes

2024.3.1

3 months ago
  • More icons in UI and other minor UI fixes.
  • UI operation Dividend was renamed to Asset Payment as it covers more cases.
  • Hardcoded account types were dropped and replaced with an option to assign a tag to account.
  • Balances view in main window was changed to tree view.
  • MOEX non-ruble bonds quotations were fixed.
  • Minor performance optimization.

2024.2.2

4 months ago
  • Portfolio report was extended with information about asset payments
  • TransactionTax import was improved for Interactive Brokers statement
  • Bug fixes and UI improvements

2024.2.1

4 months ago

UI update with new icon set

2024.1.4

4 months ago
  • VTB Investments statement import
  • Minor bug fixes

2024.1.3

4 months ago
  • New operation was added - "Term deposit"
  • Added Russian tax form 3-NDFL template for year 2023
  • Minor improvements for broker statement import