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
da7b5dfb9d
Task/update locales ( #7821 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
3 weeks ago
22b7b6396a
Feature/add MCP tool to search asset profiles ( #7849 )
* Add MCP tool to search asset profiles
* Update changelog
3 weeks ago
483b55cde9
Task/improve style of dense selectors ( #7856 )
* Improve style of dense selectors
* Update changelog
3 weeks ago
ceaef13b70
Task/migrate watchlist to dedicated routes ( #7837 )
* Migrate create dialog to dedicated route
* Update changelog
3 weeks ago
f7c0a1b9fd
Task/include closed holdings by default in holdings endpoint ( #7843 )
* Return active and closed holdings in holdings endpoint
* Update changelog
3 weeks ago
3e94e7f07a
Task/improve loading state of activity count in portfolio summary component ( #7841 )
* Improve loading state
* Update changelog
3 weeks ago
f5b7e5f81a
Task/update OSS Friends ( #7840 )
Remove OpenBB
3 weeks ago
85831dca84
Task/upgrade zod to version 4.5.4 ( #7774 )
* Update zod to version 4.5.4
* Update changelog
3 weeks ago
9a568d93e1
Task/migrate market data management to dedicated routes ( #7823 )
* Migrate market data management to dedicated routes
* Update changelog
3 weeks ago
0a6fea9fcf
Task/improve handling of excluded holdings ( #7828 )
* Improve handling of excluded holdings
* Update changelog
3 weeks ago
57c4f5cb22
Task/improve data provider credits component (part 2) ( #7831 )
Improve data provider credits
3 weeks ago
3d9018a6a7
Task/improve data provider credits component ( #7826 )
Improve data provider credits
3 weeks ago
3dfd3486fb
Task/harden validation in Stripe checkout session endpoint ( #7824 )
* Harden validation
* Add rate limiting
3 weeks ago
b76387eb23
Task/align createdAt date column in coupon management of admin control panel ( #7820 )
Align createdAt date column
3 weeks ago
2eca6e7dc2
Bugfix/missing icon of expiration date picker in create or update access dialog ( #7819 )
* Fix missing icon
* Update changelog
3 weeks ago
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
859b5f8701
Bugfix/data provider info of holding ( #7817 )
* Fix data provider info of holding
* Update changelog
3 weeks ago
662b68583e
Bugfix/immediate expiration of portfolio snapshot with errors ( #7815 )
* Fix immediate expiration of portfolio snapshot with errors
* Update changelog
3 weeks ago
96f73af726
Task/update locales ( #7754 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
3 weeks ago
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
3 weeks ago
8e4114abbf
Task/improve MCP ( #7786 )
* Improve MCP server
* Update changelog
3 weeks ago
f604a9e906
Task/limit length in various endpoints ( #7810 )
* Limit length for comment, search query and symbol
* Update changelog
3 weeks ago
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
c873404a4c
Bugfix/country mapping of Congo in FMP service ( #7811 )
* Fix missing country mapping
* Update changelog
3 weeks ago
93a2694fee
Bugfix/daily request limit blocking users for longer than one day ( #7805 )
* Fix daily request limit blocking users for longer than one day
* Update changelog
4 weeks ago
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
94c2c6cd06
Task/migrate transfer cash balance dialog to dedicated route ( #7791 )
* Migrate transfer cash balance dialog to dedicated route
* Update changelog
4 weeks ago
73e4f0368d
Task/improve language localization for IT (20260901) ( #7782 )
* Update translations
* Update changelog
4 weeks ago
2ce58d767d
Task/restrict restricted view and manage permission to MCP ( #7783 )
* Restrict restricted view and manage permission to MCP
* Update changelog
4 weeks ago
fc083fb0cd
Bugfix/loading state of holdings table on portfolio holdings page ( #7788 )
* Fix loading state of holdings table
* Update changelog
4 weeks ago
c5139e9ab3
Bugfix/loading state of accounts table on accounts page ( #7787 )
* Fix loading state of accounts table
* Update changelog
4 weeks ago
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
26d45a4fe2
Feature/add MCP tool to import activities ( #7766 )
* Add MCP tool to import activities
* Update changelog
4 weeks ago
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
8f22f43606
Task/upgrade stripe to version 22.5.0 ( #7767 )
* Update stripe to version 22.5.0
* Update changelog
4 weeks ago
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
82b243f9ed
Bugfix/handling of cash positions ( #7660 )
* Fix handling of cash positions
* Update changelog
4 weeks ago
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
fd1908f9a0
Task/improve Angular template type safety in client ( #7763 )
* feat(client): resolve type errors
* feat(client): enable strict safe navigation types
* feat(client): resolve type errors
* feat(ui): resolve type errors
* feat(client): default to default locale
4 weeks ago
f89a9f28fb
Task/improve Angular template type safety in client ( #7762 )
* feat(client): resolve angular type errors
* feat(libs): resolve angular type errors
* feat(client): enable strict input access modifiers
* fix(client): set strict templates to false
* fix(client): resolve type errors
* feat(client): enable strict literal types
* feat(client): lock down other strict rules to prevent regression
* feat(client): enable strict null input types
4 weeks ago
c48fb4bd67
Feature/add MCP tool to get accounts ( #7744 )
* Add MCP tool to get accounts
* Update changelog
4 weeks ago
94aa4793fe
Task/improve type safety for unassigned variables in API ( #7755 )
* fix(api): resolve type errors in src/app
* fix(api): resolve type errors in src/services
* fix(api): update log level type
* fix(api): reformat files
4 weeks ago
716697ec6a
Task/restrict support for filtering to public access for portfolio sharing ( #7753 )
* Restrict support for filtering to public access
* Update changelog
4 weeks ago
a2b7261ca9
Task/add support for filters of assistant to accounts page ( #7752 )
* Add support for filters of assistant to accounts page
* Update changelog
4 weeks ago
af3dacd9f8
Task/improve language localization for DE (20260829) ( #7750 )
* Update translation
* Update changelog
4 weeks ago
1a448d4c08
Bugfix/redaction of asset profile in restricted views ( #7749 )
Fix redaction of asset profile in restricted views
4 weeks ago
c9cc020540
Task/extend accounts endpoint by filters ( #7748 )
* Extend accounts endpoint by accounts, assetClasses and tags filters
* Update changelog
1 month ago
537be44e3b
Task/update locales ( #7741 )
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
1 month ago
25cacf95bb
Bugfix/value redaction in latest activities of public portfolio page ( #7747 )
* Fix value redaction
* Update changelog
1 month ago
Robert Tidball
github-actions[bot]
Thomas Kaul
Szymon Łągiewka
Pial-Al-Mamun
Kenrick Tandrian