Investir

Latest version: v1.4

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1.4

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**: https://github.com/tacgomes/investir/compare/v1.3.2...v1.4

1.3.2

What's Changed
* Show net gain or loss on capital-gains subcommand.
* Ignore transactions with the `TAX_CERTIFICATE` type.


**Full Changelog**: https://github.com/tacgomes/investir/compare/v1.3.1...v1.3.2

1.3.1

Fix upload issue to PyPI.

**Full Changelog**: https://github.com/tacgomes/investir/compare/v1.3...v1.3.1

1.3

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**: https://github.com/tacgomes/investir/compare/v1.2...v1.3

1.2

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**: https://github.com/tacgomes/investir/compare/v1.1...v1.2

1.1

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**: https://github.com/tacgomes/investir/compare/v1.0...v1.1

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