Thomas Kaul
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f4e12a775a
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Fix import of activities with Ghostfolio AI
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4 days ago |
Thomas Kaul
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3a466039a3
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Fix import of activities with Ghostfolio AI
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4 days ago |
Thomas Kaul
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19904577ae
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Fix import of activities with Ghostfolio AI
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4 days ago |
Thomas Kaul
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4cf70e2a46
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Fix import of activities with Ghostfolio AI
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4 days ago |
Thomas Kaul
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6abf21e8e6
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Add endpoint to extract activities with AI
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4 days ago |
Thomas Kaul
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5a6fe2eb8f
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Add AI resolution of activities with MCP tools
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5 days ago |
Thomas Kaul
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f92e59e8e4
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Fix instructions for fee, interest and liability
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5 days ago |
Thomas Kaul
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c65cbf04ec
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Add AI extraction of activities from file
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5 days ago |
Thomas Kaul
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5aee101e8e
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Bugfix/benchmark dates in time zones other than UTC (#8117)
* Fix benchmark dates
* Update changelog
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5 days ago |
Thomas Kaul
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c88ff79d0b
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Task/refactor historical market data query (#8116)
Refactor historical market data query
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5 days ago |
Thomas Kaul
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52a1128d7b
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Bugfix/value of accounts filtered by asset class (#8113)
* Fix value of accounts filtered by asset class
* Update changelog
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5 days ago |
Thomas Kaul
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8fa4f6a673
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Bugfix/date ranges in time zones other than UTC (#8099)
* Fix start date of date ranges for instances in time zones with negative UTC offset
* Update changelog
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5 days ago |
Thomas Kaul
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6a1cbccc43
|
Bugfix/AI prompt in impersonation mode (#8115)
* Fix AI prompt in impersonation mode
* Update changelog
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5 days ago |
Thomas Kaul
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970342e4f6
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Task/remove unused granularity from historical market data query (#8111)
Remove unused granularity from historical market data query
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5 days ago |
Thomas Kaul
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ff03b4c238
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Feature/extend MCP access to support view permission (#8112)
* Extend MCP access to support (non-restricted) view permission
* Update changelog
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5 days ago |
Thomas Kaul
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e001b153a6
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Feature/benchmark comparator support for later benchmark start (#8106)
* Support benchmarks whose market data starts later than portfolio
* Update changelog
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5 days ago |
Thomas Kaul
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effae560ab
|
Bugfix/creation of custom asset profiles with ghostfolio prefix (#8070)
* Fix creation of custom asset profiles with ghostfolio prefix
* Update changelog
|
5 days ago |
Thomas Kaul
|
b60e7acde0
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Feature/performance timeline on analysis page (#8103)
* Add performance timeline
* Update changelog
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5 days ago |
Thomas Kaul
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7e0d39ac6e
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Feature/group by year in portfolio performance endpoint (#8094)
* Add groupBy=year
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6 days ago |
Thomas Kaul
|
8ba968dc07
|
Feature/user account deletion for Google users (#8093)
* Extend user account deletion to users without security token
* Update changelog
|
6 days ago |
Thomas Kaul
|
8287c1c7ca
|
Bugfix/end date of calendar year date ranges in portfolio performance (#8095)
* Fix end date of calendar year date ranges
* Update changelog
|
6 days ago |
Thomas Kaul
|
817c6775de
|
Task/refactor average investment of ROAI calculator (#8078)
Refactor average investment calculation in ROAI calculator
|
1 week 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
|
6db9228b2a
|
Bugfix/time weighted average investment in ROAI calculator (#8074)
* Fix time weighted average investment
* Update changelog
|
1 week ago |
Thomas Kaul
|
07220c20be
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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
|
ba73e9cdd2
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Feature/no quotes for closed holdings (#7816)
* Get quotes of active holdings only
* Update changelog
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1 week ago |
Thomas Kaul
|
e8f7c34a46
|
Task/deprecate symbol profile in create activity endpoint (#8026)
* Deprecate SymbolProfile in favor of assetProfile
* Update changelog
|
1 week ago |
Thomas Kaul
|
b4e60e796d
|
Bugfix/check for today in time zones behind UTC (#8056)
* Fix check for today in time zones behind UTC
* Update changelog
|
1 week ago |
Thomas Kaul
|
5a1ab30180
|
Bugfix/market price fallback (#7813)
* Fix market price fallback
* Update changelog
|
1 week ago |
Thomas Kaul
|
76cf2adfb8
|
Task/setup test for route guards (#8044)
Setup test for route guards
|
2 weeks ago |
Thomas Kaul
|
047a2f705b
|
Feature/liveness probe (#8037)
* Setup liveness probe endpoint
* Update documentation
* Update changelog
|
2 weeks ago |
Thomas Kaul
|
903eee2405
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Bugfix/asset profile of imported activities (#8024)
* Fix asset profile of imported activities
* Update changelog
|
2 weeks ago |
Thomas Kaul
|
4cfabb0b32
|
Task/extend activities service tests by get activities (#8025)
Extend tests
|
2 weeks ago |
Thomas Kaul
|
3476d9e418
|
Task/remove symbol profile from import preview (#8023)
Remove symbol profile from import preview
|
2 weeks ago |
Thomas Kaul
|
5fac38c4d7
|
Task/setup tests for valid and invalid import files (#8021)
Setup tests for valid and invalid import files
|
2 weeks ago |
Thomas Kaul
|
0bee7f5cf1
|
Bugfix/interest of account for activities with quantity other than one (#7989)
* Fix interest of account for activities with quantity other than one
* Update changelog
|
2 weeks ago |
Thomas Kaul
|
9c1e014190
|
Task/select required symbol profile fields in activities (#7998)
* Select required symbol profile fields
* Remove symbol profile relation from activities
* Update changelog
|
2 weeks ago |
Thomas Kaul
|
5dc53487d3
|
Bugfix/data gathering of manual activities (#7997)
* Fix data gathering of manual activities
* Update changelog
|
2 weeks 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
|
beb8f9de78
|
Bugfix/carry forward of market prices between chart dates (#8009)
* Carry forward of market prices between chart dates
* 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
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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
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Feature/add MCP tool to get performance (#7994)
* Add MCP tool to get performance
* Update changelog
|
2 weeks ago |
Thomas Kaul
|
8ea8117486
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Bugfix/holding filter of MCP tools (#7999)
* Fix filtering by holding
* Update changelog
|
2 weeks ago |
Thomas Kaul
|
430f2fe06f
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Task/load activities of portfolio calculator tests from export files (#7992)
Load activities from export files
|
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
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68f99609f5
|
Bugfix/OIDC discovery with trailing slash (#7886)
* Fix OIDC discovery with trailing slash
* Update changelog
|
2 weeks ago |
Thomas Kaul
|
26cce42375
|
Feature/include dividends in portfolio performance (#7961)
* Include dividends in portfolio performance
* Update changelog
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2 weeks ago |