172 Commits (f4e12a775a4d2b629966f66caebb140f5334c49c)

Author SHA1 Message Date
Thomas Kaul f4e12a775a Fix import of activities with Ghostfolio AI 4 days ago
Thomas Kaul 3a466039a3 Fix import of activities with Ghostfolio AI 4 days ago
Thomas Kaul 19904577ae Fix import of activities with Ghostfolio AI 4 days ago
Thomas Kaul 4cf70e2a46 Fix import of activities with Ghostfolio AI 4 days ago
Thomas Kaul 6abf21e8e6 Add endpoint to extract activities with AI 4 days ago
Thomas Kaul 5a6fe2eb8f Add AI resolution of activities with MCP tools 4 days ago
Thomas Kaul f92e59e8e4 Fix instructions for fee, interest and liability 4 days ago
Thomas Kaul c65cbf04ec Add AI extraction of activities from file 4 days ago
Thomas Kaul 5aee101e8e
Bugfix/benchmark dates in time zones other than UTC (#8117) 4 days ago
Thomas Kaul 52a1128d7b
Bugfix/value of accounts filtered by asset class (#8113) 4 days ago
Thomas Kaul 6a1cbccc43
Bugfix/AI prompt in impersonation mode (#8115) 5 days ago
Thomas Kaul ff03b4c238
Feature/extend MCP access to support view permission (#8112) 5 days ago
Thomas Kaul e001b153a6
Feature/benchmark comparator support for later benchmark start (#8106) 5 days ago
Thomas Kaul a0b3d1f71a
Bugfix/start date of calendar year date ranges in portfolio performance (#8077) 1 week ago
Thomas Kaul 07220c20be
Feature/move total return from experimental to general availability (#7990) 1 week ago
Thomas Kaul ce68375f6f
Bugfix/positive performance from all time high in watchlist (#8012) 2 weeks ago
Thomas Kaul 2364489ee4
Feature/data source in MCP tools (#8019) 2 weeks ago
Thomas Kaul bdacd08db2
Task/improve comment validation of MCP import tool (#8004) 2 weeks ago
Thomas Kaul 452674ecee
Task/improve symbol validation of MCP import tool (#8000) 2 weeks ago
Thomas Kaul 347cd06a40
Feature/add MCP tool to get performance (part 2) (#8001) 2 weeks ago
Thomas Kaul f62cce7e8d
Feature/add MCP tool to get performance (#7994) 2 weeks ago
Thomas Kaul 8ea8117486
Bugfix/holding filter of MCP tools (#7999) 2 weeks ago
Szymon Łągiewka f46f77f352
Task/migrate from lodash to lodash-es (#7850) 2 weeks ago
Thomas Kaul 920eb697f4
Bugfix/fix watchlist sorting for asset profiles without name (#7921) 3 weeks ago
Thomas Kaul 0fc152cc5a
Task/filter MCP tools by scopes of access (#7935) 3 weeks ago
Thomas Kaul afc8bc311d
Task/use import type for types in decorated signatures (#7936) 3 weeks ago
Thomas Kaul fa4b4cc8ba
Feature/add MCP tool to get watchlist (#7920) 4 weeks ago
Thomas Kaul 72f11a8c82
Task/improve watchlist performance by removing market price index of market data database table (#7907) 4 weeks ago
Thomas Kaul c180279106
Task/improve performance of deleting watchlist item by loading only required data (#7908) 4 weeks ago
Thomas Kaul 22b7b6396a
Feature/add MCP tool to search asset profiles (#7849) 1 month ago
Szymon Łągiewka 85831dca84
Task/upgrade zod to version 4.5.4 (#7774) 1 month ago
Thomas Kaul 932f3e18dd
Task/improve MCP (part 2) (#7789) 1 month ago
Thomas Kaul 8e4114abbf
Task/improve MCP (#7786) 1 month ago
Thomas Kaul f604a9e906
Task/limit length in various endpoints (#7810) 1 month ago
Thomas Kaul 4bc4c4c339
Task/harden validation of query parameters in endpoints with filters (#7809) 1 month ago
Thomas Kaul 26d45a4fe2
Feature/add MCP tool to import activities (#7766) 1 month ago
Thomas Kaul 82b243f9ed
Bugfix/handling of cash positions (#7660) 2 months ago
Thomas Kaul a36b7f9ea4
Feature/extend MCP tool to get accounts by account id (#7765) 2 months ago
Thomas Kaul c48fb4bd67
Feature/add MCP tool to get accounts (#7744) 2 months ago
Kenrick Tandrian 94aa4793fe
Task/improve type safety for unassigned variables in API (#7755) 2 months ago
Thomas Kaul 716697ec6a
Task/restrict support for filtering to public access for portfolio sharing (#7753) 2 months ago
Thomas Kaul 25cacf95bb
Bugfix/value redaction in latest activities of public portfolio page (#7747) 2 months ago
Thomas Kaul e2a6048d1d
Feature/add MCP tool to get activities (#7742) 2 months ago
Thomas Kaul 01b6c7bd76
Bugfix/fix portfolio calculation for holdings with same symbol from different data sources (#7664) 2 months ago
Thomas Kaul dbe3eecd87
Bugfix/date handling in time zone other than UTC (#7723) 2 months ago
Thomas Kaul 4c9ba9af83
Task/improve language localization of asset classes in AI prompt (#7729) 2 months ago
Thomas Kaul b99e8a0c12
Task/add expiration date to access (#7709) 2 months ago
Aaryaman Vyas 38b5d73c75
Bugfix/missing benchmark in performance chart for calendar year date ranges (#7631) 2 months ago
Thomas Kaul c53730b848
Task/improve data source column in market data table of admin control (#7722) 2 months ago
Thomas Kaul ea4d66be54
Feature/setup MCP (#7703) 2 months ago