Faizan Khan
9bb4e176b3
Add IBKR export instructions to FAQ
Added step-by-step instructions to the FAQ page explaining how to export transactions from Interactive Brokers (IBKR) using Flex Queries. This addresses issue #1829 where users requested documentation on how to import transactions from IBKR.
The instructions include:
- How to navigate to Flex Queries in IBKR Client Portal
- Setting up Activity Flex Query with proper configuration
- Selecting Trades and Executions
- Configuring date format to mm/dd/yyyy
- Running the query and exporting as CSV
- Note about setting language to English for proper CSV headers
2 weeks ago
Thomas Kaul
f0e2d6c336
Task/improve language localization for DE (20260918) ( #7901 )
* Update translations
* Update changelog
1 week ago
Thomas Kaul
bc3d2e6cd2
Task/upgrade bull-board to version 9.9.0 ( #7892 )
* Update bull-board to version 9.9.0
* Update changelog
1 week ago
Thomas Kaul
f0b2bb05c8
Task/improve wording in MCP documentation ( #7895 )
Improve wording
1 week ago
github-actions[bot]
01f73c0863
Task/update locales ( #7867 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
1 week ago
Thomas Kaul
f53a9a8799
Task/reduce expiration date in create or update access dialog ( #7890 )
Reduce expiration date
1 week ago
Thomas Kaul
8ecefeca3b
Task/add performance calculation type hint to analysis page ( #7896 )
* Add performance calculation type hint
* Update changelog
1 week ago
Thomas Kaul
1907d43a85
Task/improve error message for expiration date in create or update access dialog ( #7891 )
Improve error message
1 week ago
Thomas Kaul
f920ac4943
Bugfix/account balance hidden in time zones ahead of server ( #7800 )
* Fix missing account balance of current day for users in time zone ahead of instance
* Update changelog
1 week ago
Thomas Kaul
8718b53468
Task/update angular-developer skills (20260917) ( #7893 )
Update angular-developer skills
1 week ago
Thomas Kaul
a72d2635c8
Task/extend languages in personal finance tools ( #7898 )
Extend languages
1 week ago
Thomas Kaul
71db6efe07
Feature/add previous and next navigation to personal finance tools ( #7899 )
Add previous and next navigation
1 week ago
Thomas Kaul
6e67714560
Task/improve color of selected state in options ( #7889 )
Improve color
2 weeks ago
Thomas Kaul
c105f50ca0
Task/upgrade @internationalized/number to version 3.6.8 ( #7876 )
* Update @internationalized/number to version 3.6.8
* Update changelog
2 weeks ago
Thomas Kaul
02e74d6e1d
Release 3.70.1 ( #7878 )
2 weeks ago
Shreya
a0daa3b309
Bugfix/harden authentication with OIDC ( #7797 )
* Harden authentication with OIDC
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 weeks ago
Thomas Kaul
d27e4de418
Task/improve simplified mode in holdings table ( #7875 )
* Improve simplified mode
* Update changelog
2 weeks ago
Thomas Kaul
46d060df1b
Bugfix/coupon validation in Stripe checkout session ( #7877 )
Fix coupon validation
2 weeks ago
Thomas Kaul
6dec8dfee9
Release 3.70.0 ( #7874 )
2 weeks ago
Thomas Kaul
0e1b77bcf7
Feature/add holdings to overview ( #7861 )
* Add holdings
* Update changelog
2 weeks ago
Thomas Kaul
5c6b2958a3
Task/upgrade @codewithdan/observable-store to version 3 ( #7872 )
* Update @codewithdan/observable-store to version 3.0.0
* Update changelog
2 weeks ago
Thomas Kaul
c93865bfae
Task/upgrade zone.js to version 0.16.3 ( #7862 )
* Update zone.js to version 0.16.3
* Update changelog
2 weeks ago
Thomas Kaul
da642cd928
Task/upgrade bull-board to version 9.8.0 ( #7866 )
* Update bull-board to version 9.8.0
* Update changelog
2 weeks ago
Thomas Kaul
e3e0199d36
Task/refactor params of getValues() in current rate service ( #7829 )
Refactoring
2 weeks ago
Kenrick Tandrian
9e151db899
Task/improve language localization for ZH ( #7869 )
* Update translations
* Update changelog
2 weeks ago
Thomas Kaul
9884fa0be2
Task/improve no activities info component ( #7857 )
* Various improvements
* Update changelog
2 weeks ago
Thomas Kaul
f33cf14c5d
Task/improve language localization for DE (20260910) ( #7863 )
* Add translation
* Update changelog
2 weeks ago
Thomas Kaul
bef1c0df24
Task/upgrade papaparse to version 5.7.0 ( #7855 )
* Update papaparse to version 5.7.0
* Update changelog
2 weeks ago
github-actions[bot]
da7b5dfb9d
Task/update locales ( #7821 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
3 weeks ago
Thomas Kaul
22b7b6396a
Feature/add MCP tool to search asset profiles ( #7849 )
* Add MCP tool to search asset profiles
* Update changelog
3 weeks ago
Thomas Kaul
483b55cde9
Task/improve style of dense selectors ( #7856 )
* Improve style of dense selectors
* Update changelog
3 weeks ago
asyncAndChill
84165724e9
Task/update Turbobulls in personal finance tools ( #7851 )
Update Turbobulls
3 weeks ago
Thomas Kaul
fb8691e16a
Release 3.69.0 ( #7847 )
3 weeks ago
Thomas Kaul
0c2ebee8ac
Bugfix/opening asset profile from watchlist ( #7846 )
* Fix issue when opening asset profile
* Update changelog
3 weeks ago
Thomas Kaul
e43e2178db
Task/upgrade countries-and-timezones to version 3.10.0 ( #7845 )
* Update countries-and-timezones to version 3.10.0
* Update changelog
3 weeks ago
Thomas Kaul
ceaef13b70
Task/migrate watchlist to dedicated routes ( #7837 )
* Migrate create dialog to dedicated route
* Update changelog
3 weeks ago
Thomas Kaul
eee5d08084
Task/upgrade bull-board to version 9.5.0 ( #7844 )
* Update bull-board to version 9.5.0
* Update changelog
3 weeks ago
Thomas Kaul
f7c0a1b9fd
Task/include closed holdings by default in holdings endpoint ( #7843 )
* Return active and closed holdings in holdings endpoint
* Update changelog
3 weeks ago
Thomas Kaul
3e94e7f07a
Task/improve loading state of activity count in portfolio summary component ( #7841 )
* Improve loading state
* Update changelog
3 weeks ago
Thomas Kaul
f5b7e5f81a
Task/update OSS Friends ( #7840 )
Remove OpenBB
3 weeks ago
Szymon Łągiewka
85831dca84
Task/upgrade zod to version 4.5.4 ( #7774 )
* Update zod to version 4.5.4
* Update changelog
3 weeks ago
Thomas Kaul
b2ad0b9dd9
Release 3.68.0 ( #7836 )
3 weeks ago
Thomas Kaul
9a568d93e1
Task/migrate market data management to dedicated routes ( #7823 )
* Migrate market data management to dedicated routes
* Update changelog
3 weeks ago
Thomas Kaul
7a6f54ab3b
Feature/simplified mode in holdings table component ( #7830 )
* Add simplified mode to holdings table component
* Update changelog
3 weeks ago
Thomas Kaul
0a6fea9fcf
Task/improve handling of excluded holdings ( #7828 )
* Improve handling of excluded holdings
* Update changelog
3 weeks ago
Thomas Kaul
57c4f5cb22
Task/improve data provider credits component (part 2) ( #7831 )
Improve data provider credits
3 weeks ago
Thomas Kaul
ad9a1d526b
Release 3.67.1 ( #7827 )
3 weeks ago
Thomas Kaul
3d9018a6a7
Task/improve data provider credits component ( #7826 )
Improve data provider credits
3 weeks ago
Thomas Kaul
3dfd3486fb
Task/harden validation in Stripe checkout session endpoint ( #7824 )
* Harden validation
* Add rate limiting
3 weeks ago
Thomas Kaul
9aecf70ee5
Release 3.67.0 ( #7822 )
3 weeks ago