v1.20.1

Fix

• recommendations: Classify folders by parent name (d2e4d22)

v1.20.0

Feature

• sidecar: Add configurable sidecar title (59ded22)
• sidecar: Add support for multiple sidecars (81df340)
• sidecar: Customizable sidecar formats (6c4759a)

Fix

• envelope: Make created date optional (18d5873)
• Notify user if a bucket was not fully used (1709068)
• target: Fix the previous fix... (0ad360a)

You can now define several sidecars to be displayed on the right of your main tree and fully customize what is shown:

To add one or more sidecar, add the following option:

• From the command line:

python your_config.py --sidecar="[ideal]" --sidecar="[delta]"

• From your Python configuration (used to save your preferences):

assistant = Assistant(portfolio, ..., sidecars=["[ideal]", "[delta]"])

You can also add a filter to each sidecar to only show an information if some other information is applicable to the current node. For instance, you can add a sidecar that shows the ideal amounts of the nodes with a non-zero delta (shown in the picture above). Add a , to the sidecar definition and specify your filter:

python your_config.py --sidecar="[ideal],[delta]" --sidecar="[delta]"

Finally, you can customize the titles (only shown if --hide-root is not used) of each sidecar:

python your_config.py --sidecar="[ideal],[delta],MYTITLE" --sidecar="[delta],,MYTITLE"  # no filter for the 2nd sidecar

Note: the previous --hide-deltas is now deprecated but I can't convince myself to bump the major version to 2.0 because of this tiny change 🙂

v1.19.1

Fix

• target: More intuitive displayed node ratio (20da9c8)

Until now, the percentages next to the amounts showed the ratio between the current and ideal amounts. However this wasn't intuitive with the current layout, so the ratios now show their relative percentage in the parent folder.

v1.19.0

Feature

• export: Export the portfolio tree to PNG (f35606a)

To export your portfolio tree to a PNG file (useful to create a Telegram bot for example!), simply add this line to your_config.py:

portfolio = Portfolio(...)

assistant = Assistant(portfolio, ...)
assistant.run()
assistant.export_img()  # <- add this line, see documentation for options

v1.18.4

Fix

• portfolio: Folder attributes weren't propagating to all successors (4a0cbf3)

v1.18.3

Fix

• recommendations: Redo delta render rules (d0fe97c)

v1.18.2

Fix

• fetch: Fetch from RealT using 'contractAddress/uuid' instead of 'symbol' (#119) (441fb66) by @nmathey
• fetch: Customizable per-source cache validity (964fd55) by @MadeInPierre

Set your preferred cache validity (in hours) when creating your source instance, e.g.:

assistant.add_source(SourceRealT("MY_TOKEN", cache_validity=12))  # hours

With this option, Finalynx will reuse the last fetch result (cached in an internal file) as long as the cache is younger than the specified maximum age (in hours). Otherwise, it will fetch real-time investment amounts from the source again.

v1.18.1

Fix

• fetch: Skip malformed realt lines for now (3b55c43)

v1.18.0

Feature

• fetch: Add new RealT fetch source (#106) (ca00549) by @nmathey
  • ⚠️ Some RealT investments may not be correctly fetched due to name mismatch issues, see #118 for a pending fix

Usage

Finalynx can now fetch your investments from RealT with your wallet address. To activate it, add the following to your_config.py:

from finalynx.fetch.source_realt import SourceRealT
from finalynx import ...

portfolio = Portfolio(...)

assistant = Assistant(portfolio)
assistant.add_source(SourceRealT("0x123ABC_MY_REALT_TOKEN"))
assistant.run()

Then, choose which source(s) to enable when launching Finalynx (finary and/or realt available today):

python assistant_config.py --sources="finary,realt"

To save your preferences, change the following line in your_config.py:

assistant = Assistant(portfolio, ..., active_sources=["finary", "realt"])

v1.17.0

Feature

• console: Add support for light/dark/custom console themes (#115) (7722e29)

Set a custom set of colors for each element rendered to the console. New dark theme:

Which seems to also work fine with VSCode:

In addition to the original light theme:

Usage

Three options:

1. Use one of the predefined themes (light or dark), default is light:

python your_config --theme="dark"  # or light

2. Save your preferred predefined theme to avoid using the command line option:

from finalynx import DarkTheme, LightTheme

portfolio = Portfolio(...)
assistant = Assistant(..., theme=DarkTheme())
assistant.run()

3. Set your own custom theme in your_config.py, see the LightTheme class for references:

from finalynx import Theme

class MyTheme(Theme):
    TEXT = "white"
    FOLDER_COLOR="cyan"
    ...

portfolio = Portfolio(...)
assistant = Assistant(..., theme=MyTheme())
assistant.run()