Robert Tidball
acf5f19b6e
Feature/add FXMacroData data provider for exchange rates
Every multi-currency portfolio needs exchange rates, and the provider
supplying them is configurable through DATA_SOURCE_EXCHANGE_RATES. This adds
an option backed by official reference rates published by central banks and
statistical authorities rather than scraped from a market data site.
The provider handles currency pairs only, so any other symbol is left to the
other providers. The covered currencies are discovered from the API rather
than hardcoded: a pair is available whenever both of its currencies are
covered, because the API stores each pair in one direction only and derives
the inverse or the cross itself. That means the provider asks for the
direction it wants instead of inverting a rate locally, and search can offer
a cross the API derives but does not store.
A rate is documented as anyOf[number, null], so a missing figure is skipped
rather than recorded as a zero market price, and one unavailable pair does
not lose the quotes of the others. Historical ranges are walked page by page
because the endpoint caps a page at 100 rows.
The API key is read from API_KEY_FXMACRODATA and sent as a header, so it is
not written to request logs or a proxy's access log.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2 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
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
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
ad9a1d526b
Release 3.67.1 ( #7827 )
3 weeks ago
Thomas Kaul
9aecf70ee5
Release 3.67.0 ( #7822 )
3 weeks ago
Thomas Kaul
2eca6e7dc2
Bugfix/missing icon of expiration date picker in create or update access dialog ( #7819 )
* Fix missing icon
* Update changelog
3 weeks 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
3 weeks 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
3 weeks ago
Thomas Kaul
1f0783e4c4
Task/upgrade NestJS to version 11.2 ( #7779 )
* Update NestJS to version 11.2.3
* Update changelog
3 weeks ago
Thomas Kaul
859b5f8701
Bugfix/data provider info of holding ( #7817 )
* Fix data provider info of holding
* Update changelog
3 weeks ago
Thomas Kaul
662b68583e
Bugfix/immediate expiration of portfolio snapshot with errors ( #7815 )
* Fix immediate expiration of portfolio snapshot with errors
* Update changelog
3 weeks ago
Thomas Kaul
8e4114abbf
Task/improve MCP ( #7786 )
* Improve MCP server
* Update changelog
3 weeks ago
Thomas Kaul
f604a9e906
Task/limit length in various endpoints ( #7810 )
* Limit length for comment, search query and symbol
* Update changelog
3 weeks 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
3 weeks ago
Thomas Kaul
c873404a4c
Bugfix/country mapping of Congo in FMP service ( #7811 )
* Fix missing country mapping
* Update changelog
3 weeks ago
Thomas Kaul
fb283fb231
Release 3.66.0 ( #7807 )
4 weeks ago
Thomas Kaul
21d74a61da
Task/upgrade @rekog/mcp-nest to version 2.0.2 ( #7806 )
* Update @rekog/mcp-nest to version 2.0.2
* Update changelog
4 weeks ago
Thomas Kaul
72b0d80411
Task/move details of granted access from table to dialog on access page ( #7792 )
* Move details of granted access
* Update changelog
4 weeks ago
Thomas Kaul
94c2c6cd06
Task/migrate transfer cash balance dialog to dedicated route ( #7791 )
* Migrate transfer cash balance dialog to dedicated route
* Update changelog
4 weeks ago
Pial-Al-Mamun
73e4f0368d
Task/improve language localization for IT (20260901) ( #7782 )
* Update translations
* Update changelog
4 weeks ago
Thomas Kaul
ac7c6a55c5
Task/upgrade prisma to version 7.10.0 ( #7790 )
* Update prisma to version 7.10.0
* Update changelog
4 weeks ago
Thomas Kaul
2ce58d767d
Task/restrict restricted view and manage permission to MCP ( #7783 )
* Restrict restricted view and manage permission to MCP
* Update changelog
4 weeks ago
Thomas Kaul
fc083fb0cd
Bugfix/loading state of holdings table on portfolio holdings page ( #7788 )
* Fix loading state of holdings table
* Update changelog
4 weeks ago
Thomas Kaul
c5139e9ab3
Bugfix/loading state of accounts table on accounts page ( #7787 )
* Fix loading state of accounts table
* Update changelog
4 weeks ago
Thomas Kaul
e53620fa19
Release 3.65.0 ( #7780 )
4 weeks ago
Thomas Kaul
c33a17671b
Bugfix/additional data point at start of chart in holding detail dialog ( #7778 )
* Fix additional data point at start of chart in holding detail dialog
* Update changelog
4 weeks ago
Thomas Kaul
26d45a4fe2
Feature/add MCP tool to import activities ( #7766 )
* Add MCP tool to import activities
* Update changelog
4 weeks ago
Thomas Kaul
4c797b1d66
Task/upgrade replace-in-file to version 9.0.0 ( #7768 )
* Update replace-in-file to version 9.0.0
* Update changelog
4 weeks ago
Thomas Kaul
f9cf373890
Bugfix/country mapping of Virgin Islands (British) in FMP service ( #7776 )
* Fix the missing country mapping of Virgin Islands
* Update changelog
4 weeks ago
Thomas Kaul
8f22f43606
Task/upgrade stripe to version 22.5.0 ( #7767 )
* Update stripe to version 22.5.0
* Update changelog
4 weeks ago
Thomas Kaul
b66975439b
Bugfix/market price fallback before first historical market data ( #7761 )
* Fix portfolio calculation for holdings with activities before first known historical market price
* Update changelog
4 weeks ago
Thomas Kaul
82b243f9ed
Bugfix/handling of cash positions ( #7660 )
* Fix handling of cash positions
* Update changelog
4 weeks ago
Thomas Kaul
92b9ca3e2e
Task/upgrade undici to version 8.10.0 ( #7759 )
* Update undici to version 8.10.0
* Update changelog
4 weeks ago
Thomas Kaul
a36b7f9ea4
Feature/extend MCP tool to get accounts by account id ( #7765 )
* Extend MCP tool to get accounts by account id
* Update changelog
4 weeks ago
Thomas Kaul
0c2ac229d8
Task/upgrade uuid to version 14.0.2 ( #7758 )
* Update uuid to version 14.0.2
* Update changelog
4 weeks ago
Thomas Kaul
ce4ed102c0
Release 3.64.0 ( #7760 )
4 weeks ago
Thomas Kaul
76b4cc735c
Task/upgrade zone.js to version 0.16.2 ( #7757 )
* Update zone.js to version 0.16.2
* Update changelog
4 weeks ago
Thomas Kaul
709ba66cb4
Task/upgrade twitter-api-v2 to version 1.29.1 ( #7756 )
* Update twitter-api-v2 to version 1.29.1
* Update changelog
4 weeks ago