Tree: a16ec72da6

bugfix/market-price-fallback

bugfix/rounding-of-value-per-account-and-platform

bugfix/user-settings-and-calculations-in-impersonation-mode

bugfix/value-redaction-in-latest-activities-of-public-portfolio-page

feature/disable-extended-prisma-client

feature/migrate-from-angular-material-design-2-to-3

feature/optimize-get-range-query-in-market-data-service

feature/rename-subscription-to-subscriptions-in-database-schema

feature/rename-user-to-user-in-subscription-database-schema

feature/simplified-mode-in-holdings-table-component

feature/upgrade-nx-to-version-21.1.2

main

pr/4926

pr/4975

pr/6182

release/2.162.0-beta.0

release/2.162.0-beta.1

release/2.171.0-beta.0

release/2.171.0-beta.1

release/2.177.0-beta.0

release/2.177.0-beta.1

release/2.215.0-beta.0

task/extend-personal-finance-tools-20260923

task/extend-personal-finance-tools-20260923-part-2

task/improve-mcp

task/rename-net-performance-percentages-to-performance-percentages

task/rename-symbol-metrics-to-holding-performance

task/simplify-recent-market-data-gathering

task/update-locales

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5613 Commits (a16ec72da65dfa2fa1e6a0e71ac4056d0ca110cc)

 

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Author	SHA1	Message	Date
Tharun Swaminathan	a16ec72da6	Merge pull request #7 from Error404IsFound/tharun [Tax][Iteration 1] Specify average-cost capital-gains calculation	4 weeks ago
Tharun Ravi Kumar	57a7c0edb1	docs(tax): specify average cost capital gains	4 weeks ago
Tharun Swaminathan	dcc54954de	Merge pull request #6 from Error404IsFound/tharun docs(tax): specify FIFO capital gains	4 weeks ago
Tharun Ravi Kumar	8d6fdeb117	docs(tax): specify FIFO capital gains	4 weeks ago
Sesha S Sankar	1c397d164f	Merge pull request #5 from Error404IsFound/sesha spec concentration formula for stock, sector, country, and currency	4 weeks ago
sesha456	d45cd2a8a1	spec concentration formula for stock, sector, country, and currency	4 weeks ago
Tharun Swaminathan	3ba534bd4c	Merge pull request #4 from Error404IsFound/tharun Tharun	4 weeks ago
Tharun Ravi Kumar	25846ec6c2	docs(tax): complete withholding tax schema	4 weeks ago
Tharun Ravi Kumar	b8c90e2be2	docs(tax): design withholding tax schema	4 weeks ago
sesha456	1c56a75f67	Merge pull request #3 from Error404IsFound/sesha	4 weeks ago
sesha456	e0aa7ca095	fix author byline casing and markdown formatting	4 weeks ago
Sesha S Sankar	4b5594b512	Merge pull request #2 from Error404IsFound/sesha docs: define portfolio health score data model	4 weeks ago
sesha456	4c1457412c	Define portfolio health score data model Spec out the 0-100 weighted score that sits on top of the existing X-Ray rules: inputs, category/rule weights, and the output schema.	4 weeks ago
sesha456	2e3e58668a	Document current X-Ray rule-based logic Read through the existing X-Ray rules engine and wrote up notes on how the 17 rules/8 categories work today, since there's no scoring layer yet to build the Portfolio Health Score on top of.	4 weeks ago
Tharun Swaminathan	fb289b2567	Merge pull request #1 from Error404IsFound/tharun [Tax][Iteration 1] Document existing transaction and dividend data model	1 month ago
Tharun Ravi Kumar	8d2e36474a	docs(tax): document transaction and dividend data model	1 month ago
github-actions[bot]	da7b5dfb9d	Task/update locales (#7821) Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>	1 month ago
Thomas Kaul	22b7b6396a	Feature/add MCP tool to search asset profiles (#7849) * Add MCP tool to search asset profiles * Update changelog	1 month ago
Thomas Kaul	483b55cde9	Task/improve style of dense selectors (#7856) * Improve style of dense selectors * Update changelog	1 month ago
asyncAndChill	84165724e9	Task/update Turbobulls in personal finance tools (#7851) Update Turbobulls	1 month ago
Thomas Kaul	fb8691e16a	Release 3.69.0 (#7847)	1 month ago
Thomas Kaul	0c2ebee8ac	Bugfix/opening asset profile from watchlist (#7846) * Fix issue when opening asset profile * Update changelog	1 month 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	1 month ago
Thomas Kaul	ceaef13b70	Task/migrate watchlist to dedicated routes (#7837) * Migrate create dialog to dedicated route * Update changelog	1 month ago
Thomas Kaul	eee5d08084	Task/upgrade bull-board to version 9.5.0 (#7844) * Update bull-board to version 9.5.0 * Update changelog	1 month ago
Thomas Kaul	f7c0a1b9fd	Task/include closed holdings by default in holdings endpoint (#7843) * Return active and closed holdings in holdings endpoint * Update changelog	1 month ago
Thomas Kaul	3e94e7f07a	Task/improve loading state of activity count in portfolio summary component (#7841) * Improve loading state * Update changelog	1 month ago
Thomas Kaul	f5b7e5f81a	Task/update OSS Friends (#7840) Remove OpenBB	1 month ago
Szymon Łągiewka	85831dca84	Task/upgrade zod to version 4.5.4 (#7774) * Update zod to version 4.5.4 * Update changelog	1 month ago
Thomas Kaul	b2ad0b9dd9	Release 3.68.0 (#7836)	1 month ago
Thomas Kaul	9a568d93e1	Task/migrate market data management to dedicated routes (#7823) * Migrate market data management to dedicated routes * Update changelog	1 month ago
Thomas Kaul	7a6f54ab3b	Feature/simplified mode in holdings table component (#7830) * Add simplified mode to holdings table component * Update changelog	1 month ago
Thomas Kaul	0a6fea9fcf	Task/improve handling of excluded holdings (#7828) * Improve handling of excluded holdings * Update changelog	1 month ago
Thomas Kaul	57c4f5cb22	Task/improve data provider credits component (part 2) (#7831) Improve data provider credits	1 month ago
Thomas Kaul	ad9a1d526b	Release 3.67.1 (#7827)	1 month ago
Thomas Kaul	3d9018a6a7	Task/improve data provider credits component (#7826) Improve data provider credits	1 month ago
Thomas Kaul	3dfd3486fb	Task/harden validation in Stripe checkout session endpoint (#7824) * Harden validation * Add rate limiting	1 month ago
Thomas Kaul	9aecf70ee5	Release 3.67.0 (#7822)	1 month ago
Thomas Kaul	b76387eb23	Task/align createdAt date column in coupon management of admin control panel (#7820) Align createdAt date column	1 month ago
Thomas Kaul	2eca6e7dc2	Bugfix/missing icon of expiration date picker in create or update access dialog (#7819) * Fix missing icon * Update changelog	1 month ago
Thomas Kaul	b7520735bd	Bugfix/market data storage in data provider service (#7814) * Fix storage of market data to store only newly fetched quotes * Update changelog	1 month ago
Thomas Kaul	ecf893b6de	Task/upgrade ngx-skeleton-loader to version 13.0.0 (#7818) * Update ngx-skeleton-loader to version 13.0.0 * Update changelog	1 month ago
Thomas Kaul	1f0783e4c4	Task/upgrade NestJS to version 11.2 (#7779) * Update NestJS to version 11.2.3 * Update changelog	1 month ago
Thomas Kaul	859b5f8701	Bugfix/data provider info of holding (#7817) * Fix data provider info of holding * Update changelog	1 month ago
Thomas Kaul	662b68583e	Bugfix/immediate expiration of portfolio snapshot with errors (#7815) * Fix immediate expiration of portfolio snapshot with errors * Update changelog	1 month ago
github-actions[bot]	96f73af726	Task/update locales (#7754) Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>	1 month ago
Thomas Kaul	932f3e18dd	Task/improve MCP (part 2) (#7789) * Move the logic of the tools to the McpService * Move the tables of the portfolio to the PortfolioTableService * Render the tables from one column definition with a value function	1 month ago
Thomas Kaul	8e4114abbf	Task/improve MCP (#7786) * Improve MCP server * Update changelog	1 month ago
Thomas Kaul	f604a9e906	Task/limit length in various endpoints (#7810) * Limit length for comment, search query and symbol * Update changelog	1 month ago
Thomas Kaul	4bc4c4c339	Task/harden validation of query parameters in endpoints with filters (#7809) * Harden validation of accounts, assetClasses, dataSource and tags in endpoints with filters * Update changelog	1 month ago