Release v8.8.0 — TWR metrics, broker balance tracker, stop orders#535

Merged

MDUYN merged 15 commits into

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May 9, 2026

Commits on May 7, 2026

Commits on May 9, 2026

feat(portfolio): broker balance tracker + sync_portfolio with cash-flow tracking
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feat(orders): stop and stop-limit order support
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feat(metrics): time-weighted return (TWR) metrics for cash-flow neutral analysis
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feat(reporting): TWR overlays + new metrics in HTML dashboard
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feat(backtest): scheduled deposits in vector backtest
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chore(tests): regenerate backtest fixtures for new TWR metrics
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chore: v8.8.0 — re-exports, DI wiring, examples for new features
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style: fix flake8 E501 line-too-long in context.py and sync.py
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test: replace pytest with unittest assertRaises in broker tracker tests
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Merge branch 'main' of https://github.com/coding-kitties/investing-algorithm-framework into dev
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refactor(data): unify URL+headers cache key + document redaction
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Merge pull request #527 from shreejaykurhade/issue-390-readme-example-test
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