Harsh Santwani
							
						 | 
						
							
							
							
								
							
								3fec3514c1
								
							
								
							
						 | 
						
							
							
								
								Task/improve typings of getOrderById() functionality (#5810)
							
							
							
							
							
							
								
							
							
							* Improve typings of getOrderById() functionality 
							
						 | 
						2 weeks ago | 
					
				
					
						
							
							
								 
								Ani07-05
							
						 | 
						
							
							
							
								
							
								0e8ad531ac
								
							
								
							
						 | 
						
							
							
								
								Task/refactor Export interface to ExportResponse interface (#5805)
							
							
							
							
							
							
								
							
							
							* Refactor Export interface to ExportResponse interface 
							
						 | 
						2 weeks ago | 
					
				
					
						
							
							
								 
								Germán Martín
							
						 | 
						
							
							
							
								
							
								12130daf2c
								
							
								
							
						 | 
						
							
							
								
								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
							
						 | 
						
							
							
							
								
							
								11cbc96b01
								
							
								
							
						 | 
						
							
							
								
								Task/improve typings of getAsset() functionality (#5804)
							
							
							
							
							
							
								
							
							
							* Improve typings of getAsset() functionality 
							
						 | 
						2 weeks ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
							
								
							
								b6ea8ecd8b
								
							
								
							
						 | 
						
							
							
								
								Task/harmonize interfaces naming (#5796)
							
							
							
							
							
							
								
							
							
							* Harmonize interfaces naming 
							
						 | 
						2 weeks ago | 
					
				
					
						
							
							
								 
								vitalymatyushik
							
						 | 
						
							
							
							
								
							
								9db628f653
								
							
								
							
						 | 
						
							
							
								
								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 
							
						 | 
						3 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 |