From f25d4728534f914b43caf4aec7e415d1944d58d3 Mon Sep 17 00:00:00 2001
From: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
Date: Thu, 1 Oct 2026 20:40:06 +0200
Subject: [PATCH] Add MCP tool to get performance

---
 .../portfolio-table.service.spec.ts           | 28 +------------------
 .../portfolio-table.service.ts                | 22 ++++-----------
 2 files changed, 6 insertions(+), 44 deletions(-)

diff --git a/apps/api/src/services/portfolio-table/portfolio-table.service.spec.ts b/apps/api/src/services/portfolio-table/portfolio-table.service.spec.ts
index f4e64a9a08..ce92747c40 100644
--- a/apps/api/src/services/portfolio-table/portfolio-table.service.spec.ts
+++ b/apps/api/src/services/portfolio-table/portfolio-table.service.spec.ts
@@ -159,14 +159,12 @@ function createWatchlistItem({
 function createPortfolioTableService({
   accounts = [],
   chart = [{ date: '2024-01-01' }],
-  errors = [],
   holdings = [],
   performance = createPerformance(),
   watchlist = []
 }: {
   accounts?: AccountWithValue[];
   chart?: HistoricalDataItem[];
-  errors?: PortfolioPerformanceResponse['errors'];
   holdings?: PortfolioPosition[];
   performance?: PortfolioPerformanceResponse['performance'];
   watchlist?: WatchlistResponse['watchlist'];
@@ -182,12 +180,7 @@ function createPortfolioTableService({
   const portfolioService = {
     getAccountsWithAggregations: jest.fn().mockResolvedValue({ accounts }),
     getDetails: jest.fn().mockResolvedValue({ holdings }),
-    getPerformance: jest.fn().mockResolvedValue({
-      chart,
-      errors,
-      performance,
-      hasErrors: errors.length > 0
-    })
+    getPerformance: jest.fn().mockResolvedValue({ chart, performance })
   } as unknown as PortfolioService;
 
   const watchlistService = {
@@ -415,25 +408,6 @@ describe('PortfolioTableService', () => {
       }
     });
 
-    it('tells the asset profiles of which the market data is delayed', async () => {
-      const result = await getPerformanceTable({
-        errors: [
-          { dataSource: DataSource.MANUAL, symbol: 'AAPL' },
-          { dataSource: DataSource.YAHOO, symbol: 'AAPL' }
-        ]
-      });
-
-      expect(result).toContain(
-        'Market data is delayed for: AAPL (MANUAL), AAPL (YAHOO)'
-      );
-    });
-
-    it('tells no delay of the market data if there is no error', async () => {
-      const result = await getPerformanceTable();
-
-      expect(result).not.toContain('Market data is delayed');
-    });
-
     it('tells that no performance is found if the chart is empty', async () => {
       const result = await getPerformanceTable({ chart: [] });
 
diff --git a/apps/api/src/services/portfolio-table/portfolio-table.service.ts b/apps/api/src/services/portfolio-table/portfolio-table.service.ts
index b9c87bbb55..a9c4c36121 100644
--- a/apps/api/src/services/portfolio-table/portfolio-table.service.ts
+++ b/apps/api/src/services/portfolio-table/portfolio-table.service.ts
@@ -458,12 +458,11 @@ export class PortfolioTableService {
     filters?: Filter[];
     userId: string;
   }) {
-    const { chart, errors, performance } =
-      await this.portfolioService.getPerformance({
-        dateRange,
-        filters,
-        userId
-      });
+    const { chart, performance } = await this.portfolioService.getPerformance({
+      dateRange,
+      filters,
+      userId
+    });
 
     const performanceSection = ['## Performance', ''];
 
@@ -475,17 +474,6 @@ export class PortfolioTableService {
           rows: [performance]
         })
       );
-
-      if (errors?.length > 0) {
-        performanceSection.push(
-          '',
-          `Market data is delayed for: ${errors
-            .map(({ dataSource, symbol }) => {
-              return `${symbol} (${dataSource})`;
-            })
-            .join(', ')}`
-        );
-      }
     } else {
       performanceSection.push('No performance found.');
     }