3 Commits

Author	SHA1	Message	Date
Andrew Kaszubski	13f2bba0b3	feat(portfolio): add Australian CGT Calculator with 50% discount - Issue #32 (66 tests) ... Implements comprehensive Australian Capital Gains Tax calculator: - CGT calculation with 50% discount for assets held >12 months - FIFO (First In, First Out) cost basis matching - Australian financial year support (July 1 - June 30) - Capital loss tracking and carry-forward - Tax year summary generation - ATO-compliant tax report generation - Foreign currency conversions - Unrealised gains calculation Classes: - CGTMethod enum (discount, indexation, other) - AssetType enum (shares, ETF, crypto, property, etc.) - CGTAssetAcquisition dataclass (cost base parcel) - CGTDisposal dataclass (sale record) - CGTEvent dataclass (gain/loss event) - TaxYearSummary dataclass (annual summary) - AustralianCGTCalculator class (main calculator) 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>	2025-12-26 21:53:27 +11:00
Andrew Kaszubski	bedb59bce0	feat(portfolio): add Performance Metrics with Sharpe, drawdown, returns - Issue #31 (63 tests) ... Implements comprehensive portfolio performance analytics: - Returns calculation (daily, monthly, yearly, cumulative) - Risk-adjusted metrics (Sharpe, Sortino, Calmar ratios) - Volatility and downside deviation - Drawdown analysis with period tracking - Trade statistics (win rate, profit factor, expectancy) - Benchmark comparison (alpha, beta, information ratio, tracking error) - Utility functions (CAGR, rolling returns, period aggregation) 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>	2025-12-26 21:44:15 +11:00
Andrew Kaszubski	6642047eaa	feat(portfolio): add Portfolio State for holdings and mark-to-market - Issue #29 (68 tests) ... Implements comprehensive portfolio state management: - Holding dataclass with long/short support and P&L calculations - CashBalance for multi-currency cash management - PortfolioState class with: - Real-time mark-to-market valuation - Multi-currency support with exchange rate conversion - Thread-safe state updates - Position tracking with average cost calculation - Portfolio snapshots for historical tracking - PriceProvider and ExchangeRateProvider protocols - Serialization/deserialization support 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>	2025-12-26 21:37:17 +11:00