Changelog

Product updates and improvements to Bossman Visualizations.
v3.2.12026-03-06
  • Added version badge under navigation logo
  • Introduced changelog page
v3.2.02026-03-05
  • Added portfolio equity curve visualization for multiple
  • Trade log allows syncing transaction to Robinhood brokerages
v3.1.92026-02-27
  • Added a compound return calculator
  • New calculator navigation page
  • Modern styling on the position sizing calculator
v3.1.82026-02-05
  • Allow manual tracking of average costs and lots for cryptocurrencies and stocks for pro users on each asset page
  • Integrate direct call to SEC for pulling of 10k fianncial data for public US companies for reasearch page
v3.1.72026-12-09
  • Fix duplication of assets when syncing Robinhood derivative holdings
  • Free is now limited to 1 portfolio only
  • Dark mode is now on by default
v3.0.12025-04-26
  • First performance tracking and backtesting of portfolios to a specified date
v3.0.02025-03-02
  • The Cure: stock and crypto portfolio tracking with additional annual data, plus liabilities, and integration with Plaid
  • Users can now successfully integrate brokerages like Robinhood and crypto wallets like Metamask
  • Any user can create an insight
v2.1.82025-02-17
  • Allow users to select what type of data they want to see in their portfolio view
  • Allow custom views per portfolio
  • Integrate annual data display within a portfolio such as Market Cap and Total Revenue from companies recent 10K reports
v2.1.72025-01-12
  • Allow users to create Insights
  • Sanitization of html elements
  • Clear holdings button for users to be able to start from scratch
v2.1.62024-12-29
  • Duplicate portfolio button
  • Email it button to email a portfolio to yourself
v2.1.52024-11-28
  • Users can create an track liabilities along with assets
  • Integration of liabilities like mortgages, upcoming credit cards bills, utility bills or any upcoming expenses into your net worth calculation
v2.1.42024-10-24
  • Allow users to add an asset to their portfolio directly fromt he research page
  • Allow users to delete their entire account
v2.1.32024-09-25
  • Back to portfolio button on the asset page
v2.1.22024-09-20
  • Allow giving editing access to users with whom the portfolio was privately shared
v2.1.12024-09-19
  • Privately shared portfolios
v2.1.02024-07-09
  • First publicly facing portfolios
v2.0.82024-06-28
  • Settings page now allows unlinking of Plaid Accounts if more than one account is connected
  • Modal development
v2.0.72024-05-24
  • ETF Data collection
  • TTM and Annual data for non ETFs
v2.0.62024-04-29
  • Data collection
  • Search by ticker
  • Keyboard accesibility
  • Search by URL
v2.0.52024-03-20
  • Stripe integration with webhooks
  • Pricing page
v2.0.42024-02-24
  • Pagination controls on tables
v2.0.32024-02-09
  • Settings page now allows unlinking of Plaid Accounts
v2.0.22024-02-02
  • Two Factor Authetication flow
v2.0.12024-01-25
  • Lock in the bossman.co domain
v2.0.02023-11-30
  • Beatles: stock and crypto portfolio tracking
  • Administration panel with organizational structure for development work
  • First portfolios
  • Error handling for Assets not found by the API
  • Plaid integration
  • Charts
  • Landing page
v1.0.52023-11-29
  • Asset allocation percentages breakdown
  • Full CRUD operations on portfolio for users
v1.0.42023-11-27
  • Asset details for researching assets
v1.0.32023-11-19
  • Plaid Integration to allow syncing of holdings from brokerages
v1.0.22023-10-25
  • Complete Sendgrid email integration for Forgot Password flow
v1.0.12023-10-25
  • Toast integration for notifications
  • Forgot Password page
  • Front end cookie work and protection of sensitive routes
v1.0.02023-10-25
  • Avenged Sevenfold: stock and crypto portfolio tracking
  • login system
  • Login with google or google email
  • allow on users to reset their password
v0.0.92023-09-20
  • Registration page
  • Server end development to protect security of our users
v0.0.82023-07-21
  • Connection to SQL
  • Going live with AWS
  • Deploying with Vercel
v0.0.72023-07-20
  • Implemented a backend login framework enabling users to authenticate via email or Google, with both methods linked to a single account for seamless access
v0.0.62023-06-30
  • Google authentication
  • Github authentication
v0.0.52023-05-30
  • Authentication middleware
v0.0.42023-05-25
  • Setup Tailwind CSS styling
  • Refactor in favor of JS over Typescript
v0.0.32023-06-27
  • Dependencies cleanup
  • Architect the structure for organizing admin work
v0.0.22023-04-27
  • Logo redesign
  • Styling fixes for navigation
v0.0.12023-04-26
  • Avenged Sevenfold: release initial front end and back end structure for a stock and crypto portfolio modeling software
  • Rewrite the initial MVP from PHP to React with Tailwind CSS and Express
  • Secure the database with proper authentication protocols

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