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TradeTally

v2.0.8 Feature

This release adds 3 notable features for engineering teams evaluating rollout.

Published 9mo Productivity & Wikis
✓ No known CVEs patched
Read the diff → Tool health → What is this tool? →

✓ No known CVEs patched in this version

Topics

api journal stocks trading

Summary

AI summary

Added multi‑currency support throughout the trade pipeline, converting prices and fees to USD after CSV parsing.

Full changelog

Database Schema (Migration 069)

  • Added original_currency VARCHAR(3) column (default 'USD')
  • Added exchange_rate DECIMAL(20, 10) column (default 1.0)
  • Added original value columns for entry price, exit price, P&L, commission, and fees in source currency

Backend - Finnhub API

  • Added getForexRate() method to fetch historical exchange rates
  • 24-hour caching for forex rates
  • Supports any currency pair with automatic fallback

Backend - Currency Converter Utility

  • convertToUSD() - Converts single monetary values
  • convertTradeToUSD() - Converts entire trade objects with all monetary fields
  • userHasProAccess() - Validates Pro tier requirement

Backend - CSV Parser

  • Added detectCurrencyColumn() for case-insensitive currency field detection
  • Pro tier enforcement with "CURRENCY_REQUIRES_PRO:" error prefix
  • Stores currency context for broker-specific parsers

Backend - Trade Controller

  • Currency conversion logic runs after CSV parsing
  • Maps each trade to its currency from original CSV records
  • Converts all trades before database insertion
  • Works with all broker formats

Backend - Trade Model

  • Updated Trade.create() to accept and store currency fields
  • Saves both original currency values and USD conversions

Full Changelog: https://github.com/GeneBO98/tradetally/compare/v2.0.7...v2.0.8

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About TradeTally

Advanced financial trade tracking and analytics

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Beta — feedback welcome: [email protected]