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Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

[Unreleased]

[0.4.0] - 2026-03-02

Added

  • Add distribution for ARM64 Linux builds

Changed

  • Streamline integration with external data provider services

[0.3.2] - 2026-03-02

Changed

  • Improve XML parsing performance

[0.3.1] - 2025-12-28

Added

  • [Windows] Add automatic updates on Windows. Example: portfelj software-update upgrade

Fixed

  • [Windows] Fix issues with missing vcruntime140.dll

[0.3.0] - 2025-12-26

Added

  • EDGAR: add company sector in the output when available
  • Add offline cache for tickers and business data for over 12,000 companies trading on the US exchanges
  • Add support for dividends (Doh-Div)
  • Display "report date" for corporate actions and cash transactions to indicate when corrections take place.
  • Add software update check. Example: portfelj software-update check

Changed

  • [Linux] Breaking: change deb installation directory from /usr/local/bin to /usr/bin

Fixed

  • Handle special reverse split involving issue change
  • Handle mergers with multiple share distributions

[0.2.1] - 2025-12-06

Added

  • Add missing transaction codes: automatic exercise (AEx), automatic FX conversion (AFx), margin violation (L)

[0.2.0] - 2025-07-20

Added

  • Add D-IFI generator
  • Add option to override working directory via -w or --working-directory

[0.1.0] - 2025-05-18

Added

  • Initial release