v5.5.0

New Features

• Added support for options.suppressCorporateActions to PortfolioGateway.createTransaction function.
• Added support for options.strictInstrumentResolution to PortfolioGateway.createTransaction function.

v5.4.0

New Features

• Added initial support for futures contracts.

v5.3.0

New Features

• Added options parameter to the PortfolioGateway.createTransaction function.

v5.2.0

New Features

• Added official documentation, which has been published at docs.barchart.com/portfolio.
• Updated JSDoc extensively (in support of official documentation).
• Updated the PortfolioGateway.readPositionValuations function signature, adding a third parameter called parse.

Bug Fixes

• Removed the PortfolioGateway.importPorfolios function. This function was incomplete and does not appear to have been used by any consumers.
• Removed the PortfolioGateway.querySymbol function. Again, this function was incomplete and does not appear to have been used by any consumers.

Other

• Switched GitHub repository to public visibility.
• Switched NPM package to public visibility.

v5.1.2

Other

• Added an .npmignore file, which reduces the size of the published package.

v5.1.1

Technical Enhancements

• Updated barchart/common-js to the v4.9.0.
• Updated gulp script.

v5.1.0

New Features

• Added PortfolioGateway.switchTransaction function, allowing the reinvestment choice for a single dividend or distribution to be changed.
• Added readPositionValuationsAvailability method.

Other

• Removed legacy observeValuationsForPortfolio and observeValuationsForPositions methods.

v5.0.1

Other

• Correct internal implementation of SDK to address breaking changes to remote API.

v4.1.0

New Features

• Added sequence parameter for the readTransactions function.

v4.0.0

Breaking Changes

• Renamed PortfolioGateway.readPositionsValues function to PortfolioGateway.readPositionValuations.
• Renamed PortfolioGateway.readMarketValue function to PortfolioGateway.queryPositionValuations.
• Renamed PortfolioGateway.observePositionCalculating function to PortfolioGateway.observeValuationsForPosition.
• Renamed PortfolioGateway.observePortfolioCalculating function to PortfolioGateway.observeValuationsForPortfolio.