Faizan Khan
b78f19b264
Merge 9bb4e176b3 into f6b25eec05
2 days ago
Ahson Shaikh
f6b25eec05
Task/add Easypanel to home server systems list ( #7939 )
Add Easypanel
2 days ago
Thomas Kaul
6282e39b6b
Release 3.73.0 ( #7949 )
2 days ago
Thomas Kaul
3cd7c1d093
Task/extend personal finance tools with last update date ( #7942 )
Extend with last update date
2 days ago
Thomas Kaul
0fc152cc5a
Task/filter MCP tools by scopes of access ( #7935 )
* Update @rekog/mcp-nest to version 2.0.7
* Filter MCP tools by scopes of access
* Update changelog
2 days ago
Thomas Kaul
363ae34bde
Bugfix/value of holdings excluded from analysis in portfolio summary ( #7945 )
* Fix value of holdings excluded from analysis in portfolio summary
* Update changelog
2 days ago
Dani
8f2d42640f
Task/improve Catalan localization ( #7947 )
* Update translations
* Update changelog
2 days ago
Thomas Kaul
c8a7e31f2b
Task/extend personal finance tools (20260923) part II ( #7941 )
Extend personal finance tools
2 days ago
Thomas Kaul
af3d72f94c
Task/refresh cryptocurrencies list (20260923) ( #7943 )
* Update cryptocurrencies.json
* Update changelog
4 days ago
Thomas Kaul
3c9cc2e531
Task/extend personal finance tools (20260923) ( #7940 )
Extend personal finance tools
4 days ago
Thomas Kaul
afc8bc311d
Task/use import type for types in decorated signatures ( #7936 )
Refactor imports
5 days ago
Thomas Kaul
a25aef4912
Task/upgrade zod to version 4.6.5 ( #7932 )
* Update zod to version 4.6.5
* Update changelog
6 days ago
Thomas Kaul
bbe6af8229
Task/upgrade bull-board to version 9.10.1 ( #7928 )
* Update bull-board to version 9.10.1
* Update changelog
1 week ago
Thomas Kaul
3471bc6539
Release 3.72.0 ( #7930 )
1 week ago
Thomas Kaul
1a95707c6a
Task/upgrade Stripe to version 22.6.2 ( #7929 )
* Update Stripe to version 22.6.2
* Update changelog
1 week ago
Thomas Kaul
d91e3084fd
Task/rename NetPerformancePercentages to PerformancePercentages ( #7927 )
Rename NetPerformancePercentages to PerformancePercentages
1 week ago
Thomas Kaul
dcf622aa59
Task/rename transactionPoints to holdingBalancesByDate ( #7923 )
Rename transactionPoints to holdingBalancesByDate
1 week ago
Thomas Kaul
de65d9f06d
Task/refactor sorting of benchmarks without a name ( #7922 )
Refactor sorting
1 week ago
Thomas Kaul
fa4b4cc8ba
Feature/add MCP tool to get watchlist ( #7920 )
* Add MCP tool to get watchlist
* Update changelog
1 week ago
Thomas Kaul
89da484bb7
Task/move percentage formulas of portfolio calculator to method class ( #7919 )
Move percentage formulas of portfolio calculator to method class
1 week ago
Thomas Kaul
74d564a2b2
Task/rename time weighted investment to average investment ( #7918 )
Rename time weighted investment to average investment
1 week ago
Thomas Kaul
e55f9f0e43
Task/move holding valuation of portfolio calculator to base class ( #7917 )
Move holding valuation of portfolio calculator to base class
1 week ago
Thomas Kaul
adae69b065
Task/rename order to activity in portfolio calculator ( #7916 )
Rename order to activity
1 week ago
Thomas Kaul
3eec62bca4
Task/move method independent helpers of portfolio calculator to base class ( #7914 )
Move method-independent helpers of portfolio calculator from ROAI calculator into base class
1 week ago
Thomas Kaul
8529aea25e
Task/extend portfolio snapshot cache key by performance calculation type ( #7913 )
* Extend portfolio snapshot cache key by performance calculation type
* Update changelog
1 week ago
Thomas Kaul
afbb37aed7
Task/rename symbol metrics to holding performance ( #7912 )
Rename types of portfolio calculator to HoldingPerformance, PortfolioCalculatorHolding and PortfolioSnapshotHolding
1 week ago
Thomas Kaul
6e128bba15
Task/harden validation of device id in biometric authentication ( #7915 )
* Fix internal server error caused by invalid device id in biometric authentication
* Update changelog
1 week ago
Thomas Kaul
b96c18b064
Task/extend documentation with export API endpoint ( #7894 )
Add export API documentation
1 week ago
Thomas Kaul
214074a41f
Bugfix/date range performance percentage of portfolio ( #7911 )
* Fix net performance percentage of date ranges
* Update changelog
1 week ago
Thomas Kaul
e4c3c69a94
Task/extend portfolio calculator tests by performance of date ranges ( #7910 )
Extend portfolio calculator tests by performance of date ranges
1 week ago
Thomas Kaul
617803305a
Release 3.71.0 ( #7909 )
1 week ago
Thomas Kaul
72f11a8c82
Task/improve watchlist performance by removing market price index of market data database table ( #7907 )
* Improve watchlist performance
* Update changelog
1 week ago
Thomas Kaul
c180279106
Task/improve performance of deleting watchlist item by loading only required data ( #7908 )
* Improve performance of deleting watchlist item
* Update changelog
1 week ago
Thomas Kaul
c008c338ee
Task/centralize X-ray rule settings (part 2) ( #7905 )
* Use a single object parameter for the X-ray rule constructors
* Use a single object parameter for the Rule constructor
1 week ago
Thomas Kaul
2f30b11cff
Task/centralize X-ray rule settings ( #7887 )
Centralize X-ray rule settings
1 week ago
Thomas Kaul
1e3b88add8
Task/localize default account name created during user registration ( #7888 )
* Localize default account name created during user registration
* Update changelog
1 week ago
Thomas Kaul
8835f06eb1
Task/upgrade ngx-markdown to version 22.0.2 ( #7903 )
* Update ngx-markdown to version 22.0.2
* Update changelog
1 week ago
Thomas Kaul
e7f57d6dc0
Feature/support country codes in entity logo component ( #7884 )
* Add support for country codes to entity logo component
* Update changelog
1 week ago
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