The period performance tool was falling back to cost basis when the
local MarketData table lacked historical prices at the period start,
making YTD numbers identical to all-time. Now uses
DataProviderService.getHistoricalRaw() to fetch prices directly from
Yahoo Finance with a 7-day lookback window, ensuring accurate
start-of-period valuations regardless of local DB state.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The LLM now knows the current date so it can correctly interpret
relative time references like "this year" or "this month".
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The agent can now answer period-specific performance questions (YTD,
MTD, 1Y, etc.) instead of always returning all-time data. Uses
historical MarketData prices to compute start-of-period valuations
and calculates period gain adjusted for cash flows.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Rewrite performance tool to compute returns directly from orders +
live quotes, bypassing broken portfolio snapshot calculator
- Add OnApplicationBootstrap hook to CronService to trigger data
gathering (gather7Days) automatically when the server starts
- Update eval results (10/10 pass)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix(lib): update displayedColumns type
* feat(lib): use input function for holdings
* feat(lib): make isLoading a computed signal
* feat(lib): make paginator and sort viewchild signals
* feat(lib): make dataSource a computed signal
* feat(lib): use input function for hasPermission fields
* feat(lib): make displayedColumns a computed signal
* feat(lib): remove ngOnChanges
* feat(lib): update types in holdings mock
* fix(lib): update imports for treemap chart component
* fix(lib): remove unused routeQueryParams variable
* fix(lib): prevent creating new table data source every time the signal changes
* fix(lib): remove unused unsubscribe subject as there is no observable subscription
* fix(lib): revert changes to dataSource in the template
* fix(lib): changed locale to input signal
* fix(lib): change ignoreAssetSubClasses to protected
* fix(lib): create canShowDetails function
* fix(lib): remove unused baseCurrency and deviceType inputs
* fix(lib): remove unused baseCurrency and deviceType inputs from stories
* feat(lib): make constructor as public
* fix(lib): prevent table data source to be created every time
* fix(lib): remove unused unsubscribeSubject variable
* fix(lib): change to protected methods
* feat(lib): change locale to signal input
* feat(lib): remove unused deviceType input
* feat(lib): change hasPermissionToOpenDetails to signal input
* feat(lib): change showFooter to signal input
* feat(lib): change activitiesCount to signal input
* feat(lib): change baseCurrency to signal input
* feat(lib): change totalBalanceInBaseCurrency to signal input
* feat(lib): change totalValueInBaseCurrency to signal input
* feat(lib): change outputs to signal outputs
* Adapt accounts and tags of assistant in impersonation mode
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
Alan Garber
Vic Chen
Thomas Kaul
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