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CHANGELOG.md

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Change Log

v0.11.0-beta

  • Fixed bug in calculation logic that couldn't match sales if the shares were received on the same day.
  • Added support for new transaction types due to changes in tax processing. (Forced Disbursement and Forced Quick Sell).
  • Added warning about Schawb supporting only 4 years of history.

v0.10.0-beta

  • Changed ESPP cost basis calculator logic to correctly discount the Finnish 10% tax free portion. This effectively lowers the cost basis resulting in higher capital gain numbers
  • Added number formatting in the CSV export limiting the number of decimal places in the output file

v0.9.0-beta

  • Rewrote the file parsing to work off the new Schwab JSON exports instead of CSV files

v0.8.2-beta

  • Fixed bug which prevented currency conversions for transactions that happened on weekends

v0.8.1-beta

  • Improved CSV formatting to avoid timezone errors with dates

v0.8.0-beta

  • Added support for calculating sale of ESPP shares

v0.7.2-beta

  • Fixed bug in parsing for ESPP Sale events with multiple detail rows

v0.7.1-beta

  • Added parsing support for NRA Tax Adj transactions

v0.7.0-beta

  • Added calculation support for ExerciseAndSell transactions.
  • Added calculation support for SellToCover transactions.
  • Added parsing suppport for CancelSell transactions.
  • Added UI warnings for known issues with the calculator.

v0.6.1-beta

  • Aligned some of the terminology with OmaVero.
  • Made the version number a link to the changelog.

v0.6.0-beta

  • Added support for Security Transfer transactions.
  • Added extra validation for unsupported data.

v0.5.0-beta

  • Improved displaying of errors in case of parsing or calucation errors.
  • Adopted more accurate type definitions in the codebase.

v0.4.1-beta

  • Fixed bug that crashed calculating for users who had completely sold all their shares.