0.1.2

WealthOS 0.1.2 — First Public Release

Modern, privacy‑first portfolio tracker with a fast CLI, REST API, and a clean Next.js UI. Crypto‑first, extensible to other assets.

Highlights

• CLI + API: Manage accounts, transactions, pricing, reports; serve API/UI locally.
• Web UI: Dashboard with KPIs, allocation, top assets, transactions table, and value‑over‑time chart.
• Live Pricing: CoinMarketCap and Coindesk (CryptoCompare) with fallback and per‑asset provider preference.
• CSV Import/Export: Generic mapping, dedupe support; download/upload from Settings.
• Smarter Transactions: Auto compute totals (qty × price), or infer price when omitted; tx_hash/external_id optional.
• Settings: Pick default account, quote currency, datasource, provider order.
• UX: Date/time picker for transaction timestamp, “Get latest price” action, theme‑aligned color palette.
• Analytics: Portfolio Value Over Time (daily), Unrealized PnL/ROI KPIs, asset‑wise PnL list.

New

• CLI commands
  • wealth init | ui | api | account | tx | import csv | export csv | price quote|sync|show | portfolio summary|chart | datasource list | context show|set|unset
• API endpoints
  • Pricing: GET /price/quote?asset=BTC&quote=USD[&provider=...]
  • Series: GET /portfolio/value_series?since&until[&account_id][&quote]
  • Summary: GET /portfolio/summary[?account_id][&quote]
  • Providers: GET /datasource/price
  • Context: GET/PUT /context
  • CSV: GET /export/transactions.csv, POST /import/transactions.csv

Improvements

• Auto‑derive total_quote or price_quote for buy/sell; price fetch when only qty provided.
• Provider order from Settings (or WEALTH_PRICE_PROVIDER_ORDER); per‑asset preference cached.
• Best‑effort daily price backfill for value‑over‑time when history is missing.

Breaking Changes

None. CSV columns tx_hash and external_id are optional; core fields: timestamp, account_id, asset, side, qty, price_quote, quote_ccy.

Install

• pip install wealth-os
• CLI: wealth --help
• Quick start:
  • wealth init
  • wealth ui --build first (Required Once.)
  • wealth ui (serves API and UI)
  • Optional providers: set COINMARKETCAP_API_KEY and/or COINDESK_API_KEY in .env

Notes

• Historical candles from CoinMarketCap may require a paid plan; Coindesk/CryptoCompare supports daily candles.
• If provider keys are missing, live quotes and history backfill may be limited.

Thank you for trying WealthOS — feedback and contributions are welcome!