Anirudh
							
						 
						
							
							
							
								
							
								a51f17abcb 
								
							
								 
							
						 
						
							
							
								
								refactor: rename Export interface to ExportResponse  
							
							 
							
							 
							
							
								
 
							
							
							- Move interface from interfaces/ to interfaces/responses/
- Rename Export to ExportResponse following API response naming convention
- Update imports and type references in export controller and service
- Update type references in portfolio calculator tests and test utilities
- Update type references in Angular data service and ICS service
- Remove old export.interface.ts file
- Add new export-response.interface.ts in responses directory
No behavioral changes - type-only refactoring to align with project
naming conventions for API response interfaces.
Resolves  #5766  
							
						 
						2 weeks ago  
					 
				
					
						
							
							
								 
								Germán Martín
							
						 
						
							
							
								
								
							
							
								
							
								3215280636 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/extract portfolio filter sub form of assistant to reusable component ( #5618 )  
							
							 
							
							 
							
							
								
 
							
							
							* Extract portfolio filter sub form of assistant to reusable component
* Update changelog 
							
						 
						2 weeks ago  
					 
				
					
						
							
							
								 
								Vansh
							
						 
						
							
							
								
								
							
							
								
							
								3b4705405b 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/improve typings of getAsset() functionality ( #5804 )  
							
							 
							
							 
							
							
								
 
							
							
							* Improve typings of getAsset() functionality 
							
						 
						2 weeks ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								be0ddd6298 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/harmonize interfaces naming ( #5796 )  
							
							 
							
							 
							
							
								
 
							
							
							* Harmonize interfaces naming 
							
						 
						2 weeks ago  
					 
				
					
						
							
							
								 
								vitalymatyushik
							
						 
						
							
							
								
								
							
							
								
							
								24234591c9 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/improve typings of getInfo() functionality ( #5803 )  
							
							 
							
							 
							
							
								
 
							
							
							* Improve typings 
							
						 
						2 weeks ago  
					 
				
					
						
							
							
								 
								Google
							
						 
						
							
							
								
								
							
							
								
							
								71b375ea92 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor BenchmarkMarketDataDetails to BenchmarkMarketDataDetailsResponse ( #5771 )  
							
							 
							
							 
							
							
								
 
							
							
							* Refactor BenchmarkMarketDataDetails to BenchmarkMarketDataDetailsResponse 
							
						 
						2 weeks ago  
					 
				
					
						
							
							
								 
								Aman
							
						 
						
							
							
								
								
							
							
								
							
								f940eb6725 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor PortfolioInvestments interface to PortfolioInvestmentsResponse interface ( #5774 )  
							
							 
							
							 
							
							
								
 
							
							
							* Refactor PortfolioInvestments to PortfolioInvestmentsResponse 
							
						 
						2 weeks ago  
					 
				
					
						
							
							
								 
								Umesh Pal
							
						 
						
							
							
								
								
							
							
								
							
								5bcc2e9648 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor PortfolioDividends interface to PortfolioDividendsResponse interface ( #5773 )  
							
							 
							
							 
							
							
								
 
							
							
							* Refactor PortfolioDividends to PortfolioDividendsResponse 
							
						 
						2 weeks ago  
					 
				
					
						
							
							
								 
								Dibyendu Sahoo
							
						 
						
							
							
								
								
							
							
								
							
								db2c2426c6 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor interest to interestInBaseCurrency in portfolio summary interface ( #5763 )  
							
							 
							
							 
							
							
								
 
							
							
							* Refactor interest to interestInBaseCurrency 
							
						 
						3 weeks ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								2ff02a0a9c 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/improve currency validation in search functionality of data provider service ( #5745 )  
							
							 
							
							 
							
							
								
 
							
							
							* Improve currency validation
* Update changelog 
							
						 
						3 weeks ago  
					 
				
					
						
							
							
								 
								Lagmator22
							
						 
						
							
							
								
								
							
							
								
							
								20da95239e 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor liabilities to liabilitiesInBaseCurrency in portfolio summary interface ( #5725 )  
							
							 
							
							 
							
							
								
 
							
							
							* Refactor liabilities to liabilitiesInBaseCurrency 
							
						 
						3 weeks ago  
					 
				
					
						
							
							
								 
								Tanbir Ali
							
						 
						
							
							
								
								
							
							
								
							
								d2fe16c794 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor transactionCount to activitiesCount in portfolio holding response ( #5709 )  
							
							 
							
							 
							
							
								
 
							
							
							* Refactor transactionCount to activitiesCount in portfolio holding response
* Update changelog 
							
						 
						3 weeks ago  
					 
				
					
						
							
							
								 
								Germán Martín
							
						 
						
							
							
								
								
							
							
								
							
								20a756a376 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add support to update granted access ( #5566 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add support to update granted access
* Update changelog 
							
						 
						4 weeks ago  
					 
				
					
						
							
							
								 
								Flavien Lankai-Mills
							
						 
						
							
							
								
								
							
							
								
							
								c173998677 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor fire wealth from number to object in portfolio summary interface ( #5644 )  
							
							 
							
							 
							
							
								
 
							
							
							* Refactor fire wealth from number to object in portfolio summary interface
* Update changelog 
							
						 
						1 month ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								8f923d0486 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/improve number formatting of y-axis in investment chart component ( #5633 )  
							
							 
							
							 
							
							
								
 
							
							
							* Improve number formatting of y-axis
* Update changelog 
							
						 
						1 month ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								6ff1d65a70 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add safe withdrawal rate to user settings ( #5629 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add safe withdrawal rate to user settings
* Update changelog 
							
						 
						1 month ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								fda121b138 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add missing filters.assetClasses to user settings interface ( #5572 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add filters.assetClasses 
							
						 
						1 month ago  
					 
				
					
						
							
							
								 
								David Requeno
							
						 
						
							
							
								
								
							
							
								
							
								11c51698d7 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/extend public portfolio page with latest activities ( #5538 )  
							
							 
							
							 
							
							
								
 
							
							
							* Extend public portfolio page with latest activities
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com> 
							
						 
						1 month ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								bde0ca74f2 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/handle undefined user in isRestrictedView() of permissions ( #5569 )  
							
							 
							
							 
							
							
								
 
							
							
							* Handle undefined user 
							
						 
						1 month ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								02f8f318ba 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/add missing guards in isRestrictedView() of permissions ( #5540 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add missing guards 
							
						 
						2 months ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								b26d44a588 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/extend personal finance tools 20250914 ( #5522 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add Amsflow
* Add BudgetPulse
* Add CountAbout
* Add Honeydue
* Add MoneyWiz
* Add SplashMoney
* Extend tags 
							
						 
						2 months ago  
					 
				
					
						
							
							
								 
								Tobias Kugel
							
						 
						
							
							
								
								
							
							
								
							
								cc9346f3de 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/restructure portfolio report response ( #5454 )  
							
							 
							
							 
							
							
								
 
							
							
							* Restructure portfolio report response
* Update changelog 
							
						 
						2 months ago  
					 
				
					
						
							
							
								 
								Sven Günther
							
						 
						
							
							
								
								
							
							
								
							
								e70277c66d 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/enable automatic data gathering for custom currencies added via currency management in admin control panel ( #5434 )  
							
							 
							
							 
							
							
								
 
							
							
							* Enable automatic data gathering for custom currencies
* Update changelog 
							
						 
						2 months ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								25dbeeb5c5 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/extend personal finance tools 20250827 ( #5411 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add Income Reign
* Various updates 
							
						 
						2 months ago  
					 
				
					
						
							
							
								 
								Attila Cseh
							
						 
						
							
							
								
								
							
							
								
							
								138d867e8d 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/filter asset sub class options in create activity dialog ( #5404 )  
							
							 
							
							 
							
							
								
 
							
							
							* Filter asset sub class options in create activity dialog
* Update changelog 
							
						 
						2 months ago  
					 
				
					
						
							
							
								 
								Kenrick Tandrian
							
						 
						
							
							
								
								
							
							
								
							
								e6aa580fae 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/extend watchlist endpoint by trend50d and trend200d ( #5405 )  
							
							 
							
							 
							
							
								
 
							
							
							* Extend watchlist endpoint by trend50d and trend200d
* Update changelog 
							
						 
						2 months ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								7769f31e41 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/extend personal finance tools 20250822 ( #5388 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add InvMon 
							
						 
						2 months ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								52ea3c5e84 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add buying power to static portfolio analysis rules ( #5365 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add buying power rule
* Update changelog 
							
						 
						3 months ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								670d25fc36 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/extend personal finance tools 20250810 (part 2) ( #5354 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add PocketGuard
* Various updates 
							
						 
						3 months ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								c1702f0446 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/extend personal finance tools 20250810 ( #5353 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add Atominvest
* Add Cobalt 
							
						 
						3 months ago  
					 
				
					
						
							
							
								 
								Attila Cseh
							
						 
						
							
							
								
								
							
							
								
							
								711d716de0 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/extend accounts endpoint by dividend and interest ( #5335 )  
							
							 
							
							 
							
							
								
 
							
							
							* Extend accounts endpoint by dividend and interest
* Update changelog 
							
						 
						3 months ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								fcaa4f7996 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/improve precision of values in holding detail dialog on mobile ( #5337 )  
							
							 
							
							 
							
							
								
 
							
							
							* Improve dynamic numerical precision
* Shorten date on mobile
* Extend Storybook story of value component
* Update changelog 
							
						 
						3 months ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								8cd72885ea 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/extend personal finance tools 20250806 ( #5326 )  
							
							 
							
							 
							
							
								
 
							
							
							* Various updates
* Add Gasti 
							
						 
						3 months ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								7a5927592d 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add support to exclude activity from analysis via tag ( #5297 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add support to exclude activity from analysis via tag
* Update changelog 
							
						 
						3 months ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								cb30ea2979 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/restructure portfolio report response (part 2) ( #5282 )  
							
							 
							
							 
							
							
								
 
							
							
							* Restructure response of portfolio report endpoint 
							
						 
						3 months ago  
					 
				
					
						
							
							
								 
								Joseph Bao
							
						 
						
							
							
								
								
							
							
								
							
								adc00694cf 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add allocations percentage to accounts table component ( #4720 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add allocations percentage to accounts table component
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com> 
							
						 
						3 months ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								4b03d5a926 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/restructure portfolio report response ( #5260 )  
							
							 
							
							 
							
							
								
 
							
							
							* Restructure response of portfolio report endpoint
* Update changelog 
							
						 
						3 months ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								f26648842f 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/extend personal finance tools 20250727 ( #5259 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add CleverBilling
* Add DeFi Portfolio Tracker by Zerion
* Add Digrin
* Add Monsy
* Add Walletguide
* Update Maybe Finance 
							
						 
						3 months ago  
					 
				
					
						
							
							
								 
								Attila Cseh
							
						 
						
							
							
								
								
							
							
								
							
								e001997ff8 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/activities unexpectedly listed in holdings ( #5182 )  
							
							 
							
							 
							
							
								
 
							
							
							* Fix activities of type FEE, INTEREST and LIABILITY unexpectedly listed in holdings
* Update changelog 
							
						 
						3 months ago  
					 
				
					
						
							
							
								 
								Attila Cseh
							
						 
						
							
							
								
								
							
							
								
							
								3b92558e03 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/extend activities import by custom asset profiles ( #5243 )  
							
							 
							
							 
							
							
								
 
							
							
							* Extend activities import by custom asset profiles
* Update changelog 
							
						 
						3 months ago  
					 
				
					
						
							
							
								 
								Attila Cseh
							
						 
						
							
							
								
								
							
							
								
							
								806df6c0c5 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/extend export by custom asset profiles ( #5165 )  
							
							 
							
							 
							
							
								
 
							
							
							* Extend export by custom asset profiles
* Update changelog 
							
						 
						4 months ago  
					 
				
					
						
							
							
								 
								Quan Huynh (John)
							
						 
						
							
							
								
								
							
							
								
							
								9064b8bde2 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/show category in rule settings dialog of X-ray ( #5158 )  
							
							 
							
							 
							
							
								
 
							
							
							* Show category in rule settings dialog of X-ray
* Update changelog 
							
						 
						4 months ago  
					 
				
					
						
							
							
								 
								Attila Cseh
							
						 
						
							
							
								
								
							
							
								
							
								2f118d02b8 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/filter asset sub class options based on selected asset class ( #5148 )  
							
							 
							
							 
							
							
								
 
							
							
							* Filter asset sub class options based on selected asset class
* Update changelog 
							
						 
						4 months ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								cf8eac3d44 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/rename Settings to settings in User database schema ( #5100 )  
							
							 
							
							 
							
							
								
 
							
							
							* Rename Settings to settings in User database schema
* Update changelog 
							
						 
						4 months ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								55e4d2fc7a 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/deprecate ITEM activity type in favor of BUY ( #5093 )  
							
							 
							
							 
							
							
								
 
							
							
							* Deprecate ITEM activity type in favor of BUY
* Update changelog 
							
						 
						4 months ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								9c37bca43a 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/rename Access to accessesGet in User database schema ( #5094 )  
							
							 
							
							 
							
							
								
 
							
							
							* Rename Access to accessesGet in User database schema
* Update changelog 
							
						 
						4 months ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								53127340f4 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/extend markets ( #5076 )  
							
							 
							
							 
							
							
								
 
							
							
							* Extend markets
* Clean up 
							
						 
						4 months ago  
					 
				
					
						
							
							
								 
								csehatt741
							
						 
						
							
							
								
								
							
							
								
							
								bd43ea9b6c 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/dynamically compose public routes in sitemap ( #5035 )  
							
							 
							
							 
							
							
								
 
							
							
							* Dynamically compose public routes in sitemap
* Update changelog 
							
						 
						4 months ago  
					 
				
					
						
							
							
								 
								csehatt741
							
						 
						
							
							
								
								
							
							
								
							
								c437bc2534 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/allow user to rotate Security Token ( #5016 )  
							
							 
							
							 
							
							
								
 
							
							
							* Allow user to rotate Security Token
* Update changelog 
							
						 
						4 months ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								433f1686e3 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/rename Account to account in Order database schema ( #5052 )  
							
							 
							
							 
							
							
								
 
							
							
							* Rename Account to account in Order database schema
* Update changelog 
							
						 
						4 months ago