31e2346101 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/market price in base currency during the portfolio snapshot calculation ( #5828 )  
							
							
 
							
							
							* Add fallback for market price in base currency
* Update changelog 
							
						 
						6 days ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								e03f58feff 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor Activities interface to ActivitiesResponse interface ( #5835 )  
							
							
 
							
							
							* Refactor Activities interface to ActivitiesResponse interface 
							
						 
						6 days ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								0ec9c1dd93 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/custom asset name rendering in import activities dialog ( #5787 )  
							
							
 
							
							
							* Fix custom asset name rendering in import activities dialog 
* Update changelog 
							
						 
						7 days ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								1f6b061ab0 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/migrate tablemark to v4 ( #5809 )  
							
							
 
							
							
							* Migrate tablemark to v4
* Update changelog 
							
						 
						7 days ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								0b28da879b 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/extend export response by performanceCalculationType ( #5816 )  
							
							
 
							
							
							* Extend export response by performanceCalculationType
* Update changelog 
							
						 
						1 week ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								852ed98d0f 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/move prisma.config.ts to .config/prisma.ts ( #5821 )  
							
							
 
							
							
							* Move prisma.config.ts to .config/prisma.ts
* Update changelog 
							
						 
						1 week ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								37ab31ea72 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/format value in Buying Power rule ( #5824 )  
							
							
 
							
							
							* Format value in Buying Power rule
* Update changelog 
							
						 
						1 week ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								2b727f867f 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/include missing dotenv packages ( #5817 )  
							
							
 
							
							
							* Include missing dotenv packages 
							
						 
						1 week ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								f19d9c78aa 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/clean up unused eslint-disable-next-line directives ( #5782 )  
							
							
 
							
							
							* Clean up unused eslint-disable-next-line directives 
							
						 
						1 week ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								edcc140428 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/introduce interface for create Stripe checkout session response ( #5791 )  
							
							
 
							
							
							* Introduce interface 
							
						 
						1 week ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								ceace870a8 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/upgrade ioredis to forfeit overriding defaults ( #5813 )  
							
							
 
							
							
							* Upgrade ioredis to forfeit overriding defaults
* Update changelog 
							
						 
						1 week ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								9b51c2da5d 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/improve typings of getOrderById() functionality ( #5810 )  
							
							
 
							
							
							* Improve typings of getOrderById() functionality 
							
						 
						1 week ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								7ee38d0067 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor Export interface to ExportResponse interface ( #5805 )  
							
							
 
							
							
							* Refactor Export interface to ExportResponse interface 
							
						 
						1 week ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								b915c9554e 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/extend rule settings interface by locale ( #5802 )  
							
							
 
							
							
							* Extend rule settings interface by locale 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								3b4705405b 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/improve typings of getAsset() functionality ( #5804 )  
							
							
 
							
							
							* Improve typings of getAsset() functionality 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								be0ddd6298 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/harmonize interfaces naming ( #5796 )  
							
							
 
							
							
							* Harmonize interfaces naming 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								24234591c9 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/improve typings of getInfo() functionality ( #5803 )  
							
							
 
							
							
							* Improve typings 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								5bfcceb959 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/auto-pad holdings table in AI prompt using tablemark ( #5772 )  
							
							
 
							
							
							* Auto-pad holdings table in AI prompt using tablemark
* Update changelog 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								a65523fd04 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/allow data gathering by date range ( #5762 )  
							
							
 
							
							
							* Allow data gathering by date range
* Update changelog 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								71b375ea92 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor BenchmarkMarketDataDetails to BenchmarkMarketDataDetailsResponse ( #5771 )  
							
							
 
							
							
							* Refactor BenchmarkMarketDataDetails to BenchmarkMarketDataDetailsResponse 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								f940eb6725 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor PortfolioInvestments interface to PortfolioInvestmentsResponse interface ( #5774 )  
							
							
 
							
							
							* Refactor PortfolioInvestments to PortfolioInvestmentsResponse 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								1daa980824 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/import of activity with MANUAL data source (CSV file) ( #5749 )  
							
							
 
							
							
							* Fix import of activity with MANUAL data source
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com> 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								04d6d9cfa9 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/total buy and sell calculation in summary ( #5759 )  
							
							
 
							
							
							* Fix total buy and sell calculation related to activities in custom currency
* Update changelog 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								5bcc2e9648 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor PortfolioDividends interface to PortfolioDividendsResponse interface ( #5773 )  
							
							
 
							
							
							* Refactor PortfolioDividends to PortfolioDividendsResponse 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								103c15ca31 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/improve portfolio calculator unit tests by loading currency from user settings ( #5765 )  
							
							
 
							
							
							* Use currency from user settings
* Update changelog 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								db2c2426c6 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor interest to interestInBaseCurrency in portfolio summary interface ( #5763 )  
							
							
 
							
							
							* Refactor interest to interestInBaseCurrency 
							
						 
						2 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								3034745e7d 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/improve currency validation in getAssetProfiles() functionality of data provider service ( #5747 )  
							
							
 
							
							
							* Improve currency validation
* Update changelog 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								058d7caacd 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/respect includeIndices flag in search functionality of FMP service ( #5746 )  
							
							
 
							
							
							* Respect includeIndices in search()
* Update changelog 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								948df81a0d 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/use asset profile resolutions in getQuotes() of FMP service (part 2) ( #5750 )  
							
							
 
							
							
							* Use asset profile resolutions in getQuotes() 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								2ff02a0a9c 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/improve currency validation in search functionality of data provider service ( #5745 )  
							
							
 
							
							
							* Improve currency validation
* Update changelog 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								8d6153fa52 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/use asset profile resolutions in getQuotes() of FMP service ( #5743 )  
							
							
 
							
							
							* Use asset profile resolutions in getQuotes()
* Update changelog 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								20da95239e 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor liabilities to liabilitiesInBaseCurrency in portfolio summary interface ( #5725 )  
							
							
 
							
							
							* Refactor liabilities to liabilitiesInBaseCurrency 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								fc4d5774fa 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/enable IPv6 connectivity for Redis in job queue module ( #5726 )  
							
							
 
							
							
							* Enable IPv6 connectivity for Redis in job queue module
* Update changelog 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								a9f38aaf90 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/remove deprecated position endpoints from portfolio controller ( #5733 )  
							
							
 
							
							
							* Remove deprecated endpoints
* GET api/v1/portfolio/position/:dataSource/:symbol
* PUT api/v1/portfolio/position/:dataSource/:symbol/tags
* Update changelog 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								d2fe16c794 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor transactionCount to activitiesCount in portfolio holding response ( #5709 )  
							
							
 
							
							
							* Refactor transactionCount to activitiesCount in portfolio holding response
* Update changelog 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								c5c1192900 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/import of custom asset profiles ( #5670 )  
							
							
 
							
							
							* Import of custom asset profiles
* Update changelog 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								948233c651 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/remove @IsOptional() from dataSource in CreateOrderDto ( #5703 )  
							
							
 
							
							
							* Remove is @IsOptional() from dataSource 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								7642d82318 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/add missing type of access id in get public portfolio endpoint ( #5690 )  
							
							
 
							
							
							* Add missing type 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								7761c764b5 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/fix server startup message to properly display IPv6 addresses ( #5716 )  
							
							
 
							
							
							* Fix server startup message to properly display IPv6 addresses
* Update changelog 
							
						 
						3 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								20a756a376 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add support to update granted access ( #5566 )  
							
							
 
							
							
							* Add support to update granted access
* Update changelog 
							
						 
						4 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								180e0f3c81 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add date range query parameter to data gathering endpoint ( #5684 )  
							
							
 
							
							
							* Add date range
* Update changelog 
							
						 
						4 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								c173998677 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/refactor fire wealth from number to object in portfolio summary interface ( #5644 )  
							
							
 
							
							
							* Refactor fire wealth from number to object in portfolio summary interface
* Update changelog 
							
						 
						4 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								b61f470854 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/fix exception in get asset profile functionality of FMP service ( #5663 )  
							
							
 
							
							
							* Add missing guard
* Update changelog 
							
						 
						4 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								e9c42598db 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/improve support for mutual funds in FMP service ( #5651 )  
							
							
 
							
							
							* Improve support for mutual funds in getAssetProfile()
* Update changelog 
							
						 
						4 weeks ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								6ff1d65a70 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add safe withdrawal rate to user settings ( #5629 )  
							
							
 
							
							
							* Add safe withdrawal rate to user settings
* Update changelog 
							
						 
						1 month ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								a86afee6e6 
								
									
								
							
								 
							
						 
						
							
							
								
								Task/reuse blog path of public routes in sitemap service ( #5608 )  
							
							
 
							
							
							* Reuse blog path of public routes 
							
						 
						1 month ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								90b28ea74f 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add hacktoberfest 2025 blog post ( #5584 )  
							
							
 
							
							
							* Add blog post: Hacktoberfest 2025
* Update changelog 
							
						 
						1 month ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								364b2f020e 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/remove ITEM as order type enum ( #5583 )  
							
							
 
							
							
							* Remove ITEM from Type enum
* Update changelog 
							
						 
						1 month ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								ef5661d81c 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/investment calculation when selling all units of holding ( #5509 )  
							
							
 
							
							
							* Fix investment calculation when selling all units of holding
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com> 
							
						 
						1 month ago  
				
					
						
							
							
								 
						
							
							
								
								
							
							
								
							
								11c51698d7 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/extend public portfolio page with latest activities ( #5538 )  
							
							
 
							
							
							* Extend public portfolio page with latest activities
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com> 
							
						 
						1 month ago