v1.14.2

Fix

• imports: Forgot to expose AssetSubclass import (eaf3e99) by @yovanoc and @sebfar9172

v1.14.1

Fix

• fetch: Skip fetched lines with no amount invested (05adaa1)

v1.14.0

Feature

• assets: Create asset subclass definitions & visualizations (#64) (14a1d3d)

You can now specify an AssetSubclass in addition to the existing AssetClass to generate a fully detailed pie chart in the web dashboard:

To use this new feature, declare your Line objects by following this example:

Line(
    "Remake Live"
    AssetClass.REAL_ESTATE,
    AssetSubclass.SCPI,
    ...  # other parameters
)

Optionally, you can set the asset class/subclass of a Folder to automatically set every children Lines.

And then launch Finalynx with the dashboard option:

python your_config.py dashboard

v1.13.1

Fix

• fetch: Fixed filter to skip malformed line (279abaf)

v1.13.0

Feature

• fetch: Set folder envelope to autofill children (#70 in 87fc64b)
• fetch: Fetch refactor, create FetchLine and autoset amount+currency (#70 in 7b7bd16)

---

Feature 1: Refactor

Cleaned the fetching file's structure, hopefully it's now a bit better to read despite the API parsing bloat...

Feature 2: Use account names to differentiate Lines

Declare envelopes where either the name (used in renders and fetching) or key (only used in fetching) attribute must be equal to the account name declared in your Finary account:

av_linxea = AV("My AV", "AV ", date(2022, 7, 1), key="LINXEA Spirit 2")

Then, set your Line's envelope to use this account's key as an additional filter:

Line(..., key="finary_key", envelope=av_linxea)

⚠️ Some Finary names and keys may change once this version is merged, sorry, you may have to update your keys...

Feature 2: Set a Folder's envelope to automatically fill its Lines

You can now also set an envelope to a Folder:

Folder(..., envelope=av_linxea)  # no need to set children!

and all fetched lines in this envelope will be automatically added to this folder.

v1.12.1

Fix

• fetch: Ignore invalid elements from API response (#66) (fcfa91a) by @nmathey

v1.12.0

Feature

• fetch: Support loans and credit accounts (#61) (c51acd2) by @Varal7

v1.11.2

Fix

• currency: Use node currency everywhere, add default config (94f4711)

v1.11.1

Fix

• folder: Propagate currencies to orphan nodes (#56) (e1f0968) by @Varal7

v1.11.0

Feature

• portfolio: Basic support for multi-currencies (#55) (9b0e8ff)