Changelog

v2.0.0

You will have to resync each profile for this update (The little update button in the app). The entire data storage logic has been changed and your old database is no longer compatible.

Known Issues:

  • Disable auto-sync while you're creating a profile or you will get API errors until the new profile has 3Commas keys added to it.

New Features

  • Add copy today stats button
  • Abstract backend electron from the application for web portability.
  • Added write mode to update deal TP. Future possibilities coming.
  • Added an Open in 3C button to deals and bots.
  • Added API error banner to display instead of the alert.
  • Added Snapshot dashboard that allows a combination of currencies, accounts, and displays statistics centered around profit.
  • Implemented the ability to show/hide specific columns.
  • Added UST

Enhancements

  • Improved the 3C API handler.
  • Reworked entire data storage logic to break profiles into set databases.
  • Improved table layout to flex, should be more stable on all screen sizes.

Bugs

  • Max Active Deals column was not editable on the bot planner
  • Fixed notification settings that did not persist on reload.
  • Bot API calls only pulled 100 bots at a time, improved this to pull all bots.
  • Fix tooltips that were hidden behind elements.
  • Improved reliability of the auto refresh function.
  • Multiple profiles would rewrite old deals causing a loss of data.
  • Fixed reserved funds stored as a string instead of a number.

v1.0.0

This is the largest release of the 3C Portfolio Manager to date! It includes a huge amount of fixes, a completely rebuild application state, improved performance and so much more. Be sure to read the full changelog to for all the new changes, including the one breaking change.

Known Issues:

  • If you add a profile and choose not to save it, you'll need to re-select your main profile again.
  • Disable auto-sync while you're creating a profile or you will get API errors until the new profile has 3Commas keys added to it.

New Features

  • Save settings into a custom profile and fast swap between! Even supports multiple 3 Commas accounts.
  • Auto-refresh bar has a built in loading indicator in seconds.
  • DCA calculator, order details, and order timeline built into every active deal.
  • Force paper or real account directly in the settings.
  • Documentation on docs.3cpm.io along with a link in the sidebar!
  • Support for ALL 3Commas quote pairs across the entire app.
  • Added Completed SO Distribution chart.
  • Added bot risk % to the bot planner to show how much risk that bot accounts for.

Enhancements

  • Enabled accounts are synced on every auto refresh, no more out of date data!
  • Update banner now differentiates between beta and general releases.
  • TTP has been added to the active deals bot name hover.
  • Active deals with an error have the Active SO and # SO in bold red with a tooltip hover to see the specific error message.
  • Adjusted wording on deal notifications if you lost money.
  • Reset all data is moved under Menu > Help > Delete All
  • Added a clear all local storage under Menu > Edit
  • Adjusted metrics to be ordered the same across stats.
  • Dynamic chart height for bot / pair performance based on the number of data points.
  • Improved overall chart formatting (highlighting, colors, bar width, etc.)
  • Adjusted tooltips and headers for better clarity.

Bugs

  • Fixed a few spelling mistakes across the app
  • Fixed the max risk bar from overflowing if over 400% risk.
  • Updated unnecessary scroll bars across the app

Breaking Changes

  • You can no longer select more than currency unless it's a USD base. This will be improved in the future.

Back end Changes

  • Entire data handling has been moved from React context API to redux
  • Included a logging module to log any issues with the application back end. These are locally stored only.
    • Windows: %USERPROFILE%\AppData\Roaming\3C Portfolio Manager\logs\main.log
    • Mac: ~/Library/Logs/3C Portfolio Manager/main.log
    • Linux: ~/.config/3C Portfolio Manager/logs/main.log

Known Issues

  • Migrating to profiles can create an issue where you're unable to sync with 3Commas. If you have this issue use the help article here.

v0.4.1

New Features

  • MacOS application is now signed and does not require additional permissions to download!
  • Menu bar under help includes relevant links to github, discord, and more.

Enhancements

  • Updates the overall style of active deals (removed top header, normalized number width)

Bug Fixes

  • Discovered issue in how the bots calculated funds when MSTC was 0. Resolved this by properly calculating the MSTC with active + completed SOs.
  • Fixed bug in the Manual SO count metric showing cancelled deals counted.
  • Fixed hovering on the darkmode icon.
  • Fixed the labels incorrectly wrapping on the bot performance charts

v0.4.0

New Features

  • Added a coin header where you can customize the coins that are tracked on a 5 second refresh.
  • Update notifications that prompt you to download when you're not on the latest release!
  • Added SO number to the Deal SO Utilization chart.

Enhancements

  • Redo of the entire layout of active deals, and stats.
  • Changed the ROI metric from ROI on bought volume to ROI from total profit and bankroll.
  • Active Deal pills now are colored based on if that metric is positive, not the deal itself.
  • New Table fonts for easier viewing of financial data.
  • Adjusted KPIs to be relevant to the page active.
  • Adjusted quite a few metrics from three decimals to two.
  • Adjusted the bot / pair charts to be vertical charts.
  • Added the average line value on profit by day.
  • API key is not a secret instead of text field.
  • Massive backend code enhancements thanks to @TontonAo!
  • Added Average profit per deal to the bot performance chart.
  • Adjusted number length on the active deals table

Bug

  • Fixed bug in how the pair by date was calculated. This was using actual_profit from 3C which returns the profit if you never sold the coin
  • Profit by day chart removed days with 0 profit, added these back.
  • Fixed bug where the TA chart would not load on the first click, additionally fixed the theme of the charts.

v0.3.0

Bug

  • Fixed bug in the date display that caused dates to show as an invalid Date
  • Active Deals were not properly updating if a deal was open longer than your last 1000 closed deals. Rewrote the sync logic
  • Bot planner did not properly filter/sort based on the enabled status if it was changed on the UI.
  • Tooltips would crash the UI if an undefined value was found.
  • Fixed bug where reserved funds was not properly saving to the config

Enhancements

  • Updated the auto-sync to be more preformat. Now it will update only active deals, then if a new active deal is found it updates all deals.
  • Active Bots is renamed to Enabled Bots
  • Bot API looping. Now if you have more than 1000 bots it'll sync all of them. Also, more than 1000 bots is... nuts. Are you rich?

New Features

  • Pair performance by Date within Settings > Performance monitor. This allows you to compare profits on up to 8 pairs at a time by date.
  • All UI filters / settings now persist upon refresh!
  • Unrealized profit KPI on active deals.
  • Added EUR to the currency selector

v0.2.3

Bug

  • Fixed bug in the avg daily profit KPI
  • Bot manager was capping results at 50 bots. Adjusted this to 1000 and will address looping in a future release.

v0.2.2

Bug

  • Issue with bot manager not properly pulling in the bots.

v0.2.1

Enhancements

  • Added a calculated tooltip to avg deal hours

Bug

  • Manually typing into the date selector would crash the application.
  • Avg Deal hours was incorrectly averaging the sum by date instead of by deal.

v0.2.0

Enhancements

  • Improved the auto-sync to bring account data every 5 minutes to keep the bankroll metric correct
  • Improved the overall responsiveness and scrollbar on the Bot Planner
  • Project code was restructured to improve understanding for future contributors.
  • Added an average line to the daily profit chart
  • Improved profit by day to include month / year on the filter.
  • 9 - Improved readability of the tables in dark mode - Thanks @vdmsmnk!
  • Adjusted the Y axis to avg deal for Bot Performance scatter.
  • Risk speedometer now caps at 350%'
  • Migrated the data tables from DataGrid (Material-UI) to React-table and made these a bit more responsive. This also fixed a bug with multiple scroll bars.

Bugs

  • Deals with 0 BO would cause the application to crash because null was not handled
  • Renaming or deleting an account in 3C would not updating the Reserved Bankroll accounts
  • The checkbox state for notifications / sync was not properly updating
  • 10 - The metrics on the active deal table were not getting properly updated with each sync.

New Features

  • Added a checkbox to allow you to choose what bots are calculated into the metrics
  • Added deal length to the push notifications
  • UNTESTED - Added BTC / ETH to the currency selector
  • Added additional filters to Bot / Pair performance charts'

Backend

  • Added upsert to sqlite to merge bot data with database.
  • Added 'hide' database column in bots

v0.1.1

Enhancements

  • Added average line to the profit by day chart
  • Fixed KPI display on smaller screens.
  • Improved the performance of the profit query metrics

Bug Fixes

  • Redid the entire date filter to now work based on UTC dates instead of splitting the 1st date in a range
  • Database was showing deleted bots, now the bots table gets cleared on each sync.

New Features

  • Filters now work for the bots table and the deal notifications

v0.1.0

Enhancements

  • Risk % is now a KPI within Stats
  • App Version and the changelog can be found at the bottom of Settings
  • Clarified the Reserved funds as it adds/subtracts funds from the calculations
  • Added the bot type to the bot performance chart
  • Charts are sorted by default desc now

Bug Fixes

  • Fixed bug where the bot names were incorrect because it was stored directly on the deals table
  • Adjusted the direction that the update spinner went.
  • Fixed bug with clearing the data causing the application to crash
  • Fixed bug where deleting the fake bots from the bot planner was unable to save

New Features

  • Added active deals tab with a ton of fun data!
  • Changelog popup and version information within the settings
  • Changed the color pallet across the application
  • Added ability for auto-refreshing the data on a 15 second interval.
  • DARK MODE is officially released.

v0.0.5

New Features:

  • Pair and bot performance chart to see volume, profit, and deal length
  • Added chart filters and additional bubble charts

Bug Fixes:

  • Incorrect date on the settings page, this was pulling account ID into the date.
  • Issue where outdated currency data was being shown. Fixed this by adding a delete to remove the account table on each sync.
  • Default currency was getting duplicated due to the default config.

Enhancements:

  • Better styling of the deal allocation chart
  • Added UI alert if no currency or account is enabled
  • Improved the initial first user onboarding flow
  • Redesigned the headers on each page to work better and utilize the screen better
  • Fixed various typos across the app
  • Added a POST to the account update to pull updated account information on each sync

v0.0.4

  • a TON of settings and user flow updates
    • New structure to the settings page to utilize more of the screen
    • API key test so you can verify easily if you've properly uploaded the keys
    • Reserved funds that you can set per account
    • Auto updating data when you save settings. This prevents the need to manually refresh anything. The only downside is the initial load can take some time. Added a fun loader.
    • Added GBP to currency options (use with caution at the moment)
    • Now resetting the config will also clear the database.
  • KPI tooltip descriptions. These are dynamic descriptions on each KPI that help understand where the numbers are coming from!
  • Added toast notifications when syncing / saving and removed alerts.
  • Added basic responsiveness to the containers.
  • Donate button.
  • Bug Fixes:
    • Issue with calculations when using multiple accounts. This should be resolved
    • Bot Planner screen was not properly updating calculations.

v0.0.3

  • Multi-Currency selector
  • Feedback / bug report links in the settings
  • Chart refresh is now included in the refresh data button
  • Project has been migrated fully to TypeScript
  • Fixed issues in the bankroll miscalculating
  • Renamed the bot manager to Bot Planner
  • Added a multi-Account selector
  • Cleaned up the functions to into utility files.

v0.0.2-RC1

  • Fixed issue where the data table hid the overflow and prevented scrolling. Will need further improvements for responsiveness.
  • Added alerts when making changes to the settings page to inform you of a needed refresh
  • Alternating colors on the data table
  • try/catch block to the data functions so it properly changes the state of the spinner
  • conditional routing rules based on if API keys are set up or not.
  • Spinning icons when the data is updating.
  • Added a rough description of API key perms needed to the settings page
  • Increased pie chart size (praise), added formatting to the tooltips

v0.0.1-RC1

  • added spinner to the update data icons
  • added description of API keys
  • modified the chart to show thousands
  • application height issues resolved
  • settings button height has been updated

v0.0.1

  • implemented and tested the mac dmg installer
  • moved files from public into the src
  • moved asset files around
  • fixed a bug in the length of the name array for filters causing an error
  • added columns to the bots table