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 )
* Fix benchmark dates
* Update changelog
4 days ago
Thomas Kaul
52a1128d7b
Bugfix/value of accounts filtered by asset class ( #8113 )
* Fix value of accounts filtered by asset class
* Update changelog
4 days ago
Thomas Kaul
6a1cbccc43
Bugfix/AI prompt in impersonation mode ( #8115 )
* Fix AI prompt in impersonation mode
* Update changelog
5 days ago
Thomas Kaul
ff03b4c238
Feature/extend MCP access to support view permission ( #8112 )
* Extend MCP access to support (non-restricted) view permission
* Update changelog
5 days ago
Thomas Kaul
e001b153a6
Feature/benchmark comparator support for later benchmark start ( #8106 )
* Support benchmarks whose market data starts later than portfolio
* Update changelog
5 days ago
Thomas Kaul
a0b3d1f71a
Bugfix/start date of calendar year date ranges in portfolio performance ( #8077 )
* Fix start date of calendar year date ranges in portfolio performance
* Update changelog
1 week ago
Thomas Kaul
07220c20be
Feature/move total return from experimental to general availability ( #7990 )
* Move total return from experimental to general availability
* Update changelog
1 week ago
Thomas Kaul
ce68375f6f
Bugfix/positive performance from all time high in watchlist ( #8012 )
* Fix positive performance from all time high
* Update changelog
2 weeks ago
Thomas Kaul
2364489ee4
Feature/data source in MCP tools ( #8019 )
* Extend tools with data source
* Update changelog
2 weeks ago
Thomas Kaul
bdacd08db2
Task/improve comment validation of MCP import tool ( #8004 )
Improve comment validation
2 weeks ago
Thomas Kaul
452674ecee
Task/improve symbol validation of MCP import tool ( #8000 )
Improve symbol validation
2 weeks ago
Thomas Kaul
347cd06a40
Feature/add MCP tool to get performance (part 2) ( #8001 )
Add MCP tool to get performance
2 weeks ago
Thomas Kaul
f62cce7e8d
Feature/add MCP tool to get performance ( #7994 )
* Add MCP tool to get performance
* Update changelog
2 weeks ago
Thomas Kaul
8ea8117486
Bugfix/holding filter of MCP tools ( #7999 )
* Fix filtering by holding
* Update changelog
2 weeks ago
Szymon Łągiewka
f46f77f352
Task/migrate from lodash to lodash-es ( #7850 )
* Migrate from lodash to lodash-es
* Update changelog
2 weeks ago
Thomas Kaul
920eb697f4
Bugfix/fix watchlist sorting for asset profiles without name ( #7921 )
* Fix sorting of watchlist items without a name
* Update changelog
3 weeks 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
3 weeks ago
Thomas Kaul
afc8bc311d
Task/use import type for types in decorated signatures ( #7936 )
Refactor imports
3 weeks ago
Thomas Kaul
fa4b4cc8ba
Feature/add MCP tool to get watchlist ( #7920 )
* Add MCP tool to get watchlist
* Update changelog
4 weeks ago
Thomas Kaul
72f11a8c82
Task/improve watchlist performance by removing market price index of market data database table ( #7907 )
* Improve watchlist performance
* Update changelog
4 weeks 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
4 weeks ago
Thomas Kaul
22b7b6396a
Feature/add MCP tool to search asset profiles ( #7849 )
* Add MCP tool to search asset profiles
* Update changelog
1 month ago
Szymon Łągiewka
85831dca84
Task/upgrade zod to version 4.5.4 ( #7774 )
* Update zod to version 4.5.4
* Update changelog
1 month ago
Thomas Kaul
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
1 month ago
Thomas Kaul
8e4114abbf
Task/improve MCP ( #7786 )
* Improve MCP server
* Update changelog
1 month ago
Thomas Kaul
f604a9e906
Task/limit length in various endpoints ( #7810 )
* Limit length for comment, search query and symbol
* Update changelog
1 month 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
1 month ago
Thomas Kaul
26d45a4fe2
Feature/add MCP tool to import activities ( #7766 )
* Add MCP tool to import activities
* Update changelog
1 month ago
Thomas Kaul
82b243f9ed
Bugfix/handling of cash positions ( #7660 )
* Fix handling of cash positions
* Update changelog
2 months 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
2 months ago
Thomas Kaul
c48fb4bd67
Feature/add MCP tool to get accounts ( #7744 )
* Add MCP tool to get accounts
* Update changelog
2 months ago
Kenrick Tandrian
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
2 months ago
Thomas Kaul
716697ec6a
Task/restrict support for filtering to public access for portfolio sharing ( #7753 )
* Restrict support for filtering to public access
* Update changelog
2 months ago
Thomas Kaul
25cacf95bb
Bugfix/value redaction in latest activities of public portfolio page ( #7747 )
* Fix value redaction
* Update changelog
2 months ago
Thomas Kaul
e2a6048d1d
Feature/add MCP tool to get activities ( #7742 )
* Add MCP tool to get activities
* Update changelog
2 months ago
Thomas Kaul
01b6c7bd76
Bugfix/fix portfolio calculation for holdings with same symbol from different data sources ( #7664 )
* Fix portfolio calculation for holdings with same symbol
* Update changelog
2 months ago
Thomas Kaul
dbe3eecd87
Bugfix/date handling in time zone other than UTC ( #7723 )
* Fix date handling in time zone other than UTC
* Update changelog
2 months ago
Thomas Kaul
4c9ba9af83
Task/improve language localization of asset classes in AI prompt ( #7729 )
* Improve language localization of asset classes
* Update changelog
2 months ago
Thomas Kaul
b99e8a0c12
Task/add expiration date to access ( #7709 )
* Add expiration date to access
* Update changelog
2 months ago
Aaryaman Vyas
38b5d73c75
Bugfix/missing benchmark in performance chart for calendar year date ranges ( #7631 )
* Fix missing benchmark in performance chart for calendar year date ranges
* Update changelog
2 months ago
Thomas Kaul
c53730b848
Task/improve data source column in market data table of admin control ( #7722 )
* Improve data source column by showing resolved name
* Update changelog
2 months ago
Thomas Kaul
ea4d66be54
Feature/setup MCP ( #7703 )
* Setup MCP
* Update changelog
2 months ago