From 745a0eed35f757811100b0327fe48e7fbd3b438b Mon Sep 17 00:00:00 2001
From: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
Date: Sat, 22 Aug 2026 19:04:08 +0200
Subject: [PATCH] Feature/extend holdings table of AI prompt with date of first
 activity (#7698)

* Extend holdings table with date of first activity

* Update changelog
---
 CHANGELOG.md                                |  7 +++++++
 apps/api/src/app/endpoints/ai/ai.service.ts | 13 ++++++++++++-
 2 files changed, 19 insertions(+), 1 deletion(-)

diff --git a/CHANGELOG.md b/CHANGELOG.md
index f05a2196a..ba7d143d8 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -5,6 +5,13 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## Unreleased
+
+### Added
+
+- Extended the holdings table by the date of first activity in the _Copy AI prompt to clipboard for analysis_ action on the analysis page (experimental)
+- Extended the holdings table by the date of first activity in the _Copy portfolio data to clipboard for AI prompt_ action on the analysis page (experimental)
+
 ## 3.58.0 - 2026-08-22
 
 ### Changed
diff --git a/apps/api/src/app/endpoints/ai/ai.service.ts b/apps/api/src/app/endpoints/ai/ai.service.ts
index 70741374d..4e35ff5ef 100644
--- a/apps/api/src/app/endpoints/ai/ai.service.ts
+++ b/apps/api/src/app/endpoints/ai/ai.service.ts
@@ -5,12 +5,14 @@ import {
   PROPERTY_API_KEY_OPENROUTER,
   PROPERTY_OPENROUTER_MODEL
 } from '@ghostfolio/common/config';
+import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import { Filter } from '@ghostfolio/common/interfaces';
 import type { AiPromptMode } from '@ghostfolio/common/types';
 
 import { Injectable } from '@nestjs/common';
 import { createOpenRouter } from '@openrouter/ai-sdk-provider';
 import { generateText } from 'ai';
+import { format } from 'date-fns';
 import type { ColumnDescriptor } from 'tablemark';
 
 @Injectable()
@@ -21,6 +23,7 @@ export class AiService {
       | 'ASSET_CLASS'
       | 'ASSET_SUB_CLASS'
       | 'CURRENCY'
+      | 'DATE_OF_FIRST_ACTIVITY'
       | 'NAME'
       | 'SYMBOL';
   } & ColumnDescriptor)[] = [
@@ -29,6 +32,7 @@ export class AiService {
     { key: 'CURRENCY', name: 'Currency' },
     { key: 'ASSET_CLASS', name: 'Asset Class' },
     { key: 'ASSET_SUB_CLASS', name: 'Asset Sub Class' },
+    { key: 'DATE_OF_FIRST_ACTIVITY', name: 'Date of First Activity' },
     {
       align: 'right',
       key: 'ALLOCATION_PERCENTAGE',
@@ -104,7 +108,8 @@ export class AiService {
             currency,
             name: label,
             symbol
-          }
+          },
+          dateOfFirstActivity
         }) => {
           return AiService.HOLDINGS_TABLE_COLUMN_DEFINITIONS.reduce(
             (row, { key, name }) => {
@@ -125,6 +130,12 @@ export class AiService {
                   row[name] = currency;
                   break;
 
+                case 'DATE_OF_FIRST_ACTIVITY':
+                  row[name] = dateOfFirstActivity
+                    ? format(dateOfFirstActivity, DATE_FORMAT)
+                    : '';
+                  break;
+
                 case 'NAME':
                   row[name] = label;
                   break;