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Releases: barchart/portfolio-api-common

v1.21.0

06 Sep 13:56
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New Features

  • Added PositionGroup.actual.market2 and PositionGroup.data.market2 attributes (excludes value of futures contracts).
  • Added PositionGroup.actual.basis2 and PositionGroup.data.basis2 attributes (excludes value of futures contracts).

v1.20.0

31 Aug 01:46
8072f61
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New Features

  • Added the ValuationCalculator utility class.

Technical Enhancements

  • Switched the PositionItem class to use the ValuationCalculaor utility class.

v1.19.0

29 Aug 22:24
8853d73
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New Features

  • Added new enumeration items to InstrumentType for futures and equity options.
  • Updated PositionItem to support calculations for futures and equity options.

Bug Fixes

v1.18.0

22 Aug 00:41
5dd0eab
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New Features

  • Added new enumeration item to InstrumentType for futures contracts.
  • Added new allowFractional attribute to InstrumentType enumeration.
  • Updated PositionItem to support calculations for futures contracts.

v1.17.1

22 May 15:11
88b187a
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Other

  • Adjusted the PositionContainer to refresh Portfolio calculations when changing its Currency.

v1.17.0

22 May 08:47
22e5bdc
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New Features

  • Added an optional currencyPairs argument to the PositionContainer, allowing to override default Currencies.

Technical Enhancements

v1.16.0

29 Mar 17:33
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New Features

  • Added average cost attribute when formatting SPINOFF and SPINOFF_OPEN transactions.
  • Added average cost attribute when formatting MERGER_OPEN transactions.

Bug Fixes

  • Corrected chained and transfer attributes of the TransactionType.SPINOFF_OPEN enumeration item.

v1.15.0

01 Aug 10:30
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New Features

  • Adjusted PositionContainer to support HKD.

Technical Enhancements

v1.14.0

12 Jul 15:04
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New Features

  • Adjusted PositionContainer to support EUR and JPY currencies.

Technical Enhancements

v1.12.0

05 Oct 15:23
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New Feature

  • Added a new PortfolioFailureType for failures to generate Wealthscope JWT.