Fidelity Portfolio Enhancer 版本历史 - 4 个版本
Fidelity Portfolio Enhancer 作者: BrineAndBuild
Fidelity Portfolio Enhancer 版本历史 - 4 个版本
小心旧版本!显示这些版本是为了测试和参考目的。您应该始终使用附加组件的最新版本。
最新版本
版本 1.4.1
发布于 2026年5月20日 - 78.4 KB适用于 firefox 140.0 及更高版本Version 1.4.1 Update- Option price badge - Call and put rows now show the underlying stock's current price so you can see at a glance if you're in or out of the money
- Robinhood link - The quick info popup now has a direct link to open the security on Robinhood
- Refresh APY button - The purchase history drawer now has a button to clear and recalculate the APY from scratch
- Storage warning fixed - The "sync storage full" notification no longer pops up on every page load
- APY hover details - Hovering the APY cell now shows the method used, lot count, date range, cost basis, and current value
- Excel date format - Dates in copied lot data are now formatted so Excel recognizes them as actual dates
- Purchase history drawer - The drawer now expands to show all lots without a scrollbar, and rows below it move down to make room
- Copy bar always visible - The Excel/Discord copy buttons appear immediately when you open a drawer, before the APY finishes calculating
- APY calculation timing - Waits 2 seconds after opening a drawer before calculating APY, giving the page time to fully load long purchase histories
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较早版本
版本 1.3.1
发布于 2026年5月12日 - 74.48 KB适用于 firefox 140.0 及更高版本Version 1.3.1 Changes vs 1.0.1
APY/XIRR Calculation Accuracy
- Zero cost basis lots (DRIP shares) Previously excluded entirely. Now correctly counted toward current value
APY Display Improvements
- Column renamed from "XIRR (APY)" to "APY".
- Positions held < 7 days show "TBD" instead of explosive annualized values; tooltip shows what XIRR would be.
- APY > 999% displays ">999%" with actual value on hover rather than a raw number that breaks the column layout.
- Short positions (qty < 0) show "N/A" with tooltip explaining APY doesn't apply, instead of a misleading negative value.
APY Column Sorting (entirely new in 1.3.1)
- Matches Fidelity's convention for financial columns.源代码遵循 保留所有权利 发布
版本 1.0.1
发布于 2026年5月1日 - 72.7 KB适用于 firefox 140.0 及更高版本New APY/XIRR and CAGR Columns
Color coded green/red based on length of ownership
Sortable
Toggleable via settings panel
Quick Info Popup Enhancements
Hard refresh button to re-capture cost basis lots without leaving the page
Discord copy respects new settings (cross-account header toggle, account ID masking toggle)
Column Header Context Menu
Right-click any column header to toggle visibility
Works for both native Fidelity columns and injected columns
Synced with settings panel toggles
Persistent label cache so hidden columns can be re-shown
Copy Purchase History Button
Button injected into the tax lot drawer to copy lot data as Excel-formatted TSV or Discord text
Discord Copy Settings
Toggle whether to show "Cross-Account Ownership" header
Toggle whether to show masked account numbers
Extension Options Page (full new page)
Accessible via ⚙ Options button in the popup header
View and edit all price alerts
View cost basis data with override editing
View and manage notes
Full export/import/clear data management
Bug Fixes
XIRR descending sort was mixing accounts
Copy lots button was only copying first 10 rows源代码遵循 保留所有权利 发布
版本 1.0.0
发布于 2026年4月15日 - 39.96 KB适用于 firefox 140.0 及更高版本源代码遵循 保留所有权利 发布