Commit Graph

  • ec0252be40 Format market data dates in UTC in holding detail dialog GabeSilvaDev 2026-09-22 23:34:09 -0300
  • 3cc6316d57 Update changelog GabeSilvaDev 2026-09-22 23:07:17 -0300
  • 73f576a997 Fix alignment of average price in chart of holding detail dialog GabeSilvaDev 2026-09-22 23:06:12 -0300
  • 13c2e95487 Clean up historical market data editor dialog yar01110 2026-09-23 00:01:21 +0200
  • ca8e193d82
    Merge pull request #10 from Error404IsFound/tharun Tharun Swaminathan 2026-09-22 15:18:56 -0500
  • 0e26e77a73 docs(tax): design yearly tax summary Tharun Ravi Kumar 2026-09-22 15:17:03 -0500
  • 5a31655b77 Refactor imports Thomas Kaul 2026-09-22 18:37:18 +0200
  • ef2cc37213 Refactor imports Thomas Kaul 2026-09-22 18:36:55 +0200
  • 259e076628 Update package-lock.json Thomas Kaul 2026-09-22 18:28:47 +0200
  • cc3d3208e0 Refactoring Thomas Kaul 2026-09-22 18:28:18 +0200
  • d60e4c089b Update changelog Thomas Kaul 2026-09-22 18:22:39 +0200
  • 37e10a0889 Filter MCP tools by scopes of access Thomas Kaul 2026-09-22 18:22:39 +0200
  • b4c521b0d1 Update @rekog/mcp-nest to version 2.0.7 Thomas Kaul 2026-09-22 18:22:38 +0200
  • baa62d8299 fix(portfolio): ignore dividends when calculating TWI Abhijit Kad 2026-09-14 00:53:22 +0530
  • 15ca78aeb2 Update changelog Thomas Kaul 2026-09-21 12:46:42 +0200
  • 73d11b001e Fix sorting of watchlist items without a name Thomas Kaul 2026-09-20 09:46:56 +0200
  • a25aef4912
    Task/upgrade zod to version 4.6.5 (#7932) Thomas Kaul 2026-09-22 13:41:06 +0200
  • e796c1d01a Validate ownership of asset profile Thomas Kaul 2026-09-22 09:25:47 +0200
  • 7b9c5039c7 Update changelog Thomas Kaul 2026-09-22 08:14:19 +0200
  • a7ee8766b3 Validate ownership of asset profile Thomas Kaul 2026-09-22 08:13:58 +0200
  • a3b004bae5
    Merge pull request #9 from Error404IsFound/tharun Tharun Swaminathan 2026-09-21 14:52:23 -0500
  • 84abcebf36 docs(tax): design tax lot data model Tharun Ravi Kumar 2026-09-21 14:50:11 -0500
  • 184a159377 Update changelog Thomas Kaul 2026-09-21 20:52:16 +0200
  • 1f31c770cb Update zod to version 4.6.5 Thomas Kaul 2026-09-21 20:51:28 +0200
  • 0c679fc7ba Task/migrate historical market data editor dialog from ngModel to form control yar01110 2026-09-21 20:40:58 +0200
  • bbe6af8229
    Task/upgrade bull-board to version 9.10.1 (#7928) Thomas Kaul 2026-09-21 12:43:33 +0200
  • 44928ad66c
    Merge branch 'main' into task/upgrade-bull-board-to-version-9.10.1 Thomas Kaul 2026-09-21 08:28:49 +0200
  • 55d376fef5 Update changelog Thomas Kaul 2026-09-20 16:50:20 +0200
  • a5970054bc Update changelog Thomas Kaul 2026-09-20 16:14:44 +0200
  • a08fa85ab1 Add dividend performance Thomas Kaul 2026-09-20 16:14:02 +0200
  • 3471bc6539
    Release 3.72.0 (#7930) 3.72.0 Thomas Kaul 2026-09-20 16:41:11 +0200
  • e92e6e5871 Release 3.72.0 Thomas Kaul 2026-09-20 16:40:22 +0200
  • 1a95707c6a
    Task/upgrade Stripe to version 22.6.2 (#7929) Thomas Kaul 2026-09-20 16:38:00 +0200
  • d91e3084fd
    Task/rename NetPerformancePercentages to PerformancePercentages (#7927) Thomas Kaul 2026-09-20 16:33:15 +0200
  • 1fb29f2eba Update changelog Thomas Kaul 2026-09-20 16:30:12 +0200
  • 8b64f5b223 Update Stripe to version 22.6.2 Thomas Kaul 2026-09-20 16:29:49 +0200
  • ee2d99ab1b Update changelog Thomas Kaul 2026-09-20 16:27:24 +0200
  • 10df9dd991 Update bull-board to version 9.10.1 Thomas Kaul 2026-09-20 16:26:59 +0200
  • f377be3f4f Rename NetPerformancePercentages to PerformancePercentages task/rename-net-performance-percentages-to-performance-percentages Thomas Kaul 2026-09-20 16:06:07 +0200
  • c207706a39 feat: implement tag-based cache invalidation for related asset data Suraj 2026-09-20 15:52:36 +0530
  • 7c39ed2a63 fix: resolve portfolio calculator fallback bug by gap-filling missing end date market prices Suraj 2026-09-20 15:24:21 +0530
  • 975e24a86c chore: migrate ESLint configuration to flat config without FlatCompat Suraj 2026-09-20 14:35:31 +0530
  • dcf622aa59
    Task/rename transactionPoints to holdingBalancesByDate (#7923) Thomas Kaul 2026-09-20 10:46:06 +0200
  • de65d9f06d
    Task/refactor sorting of benchmarks without a name (#7922) Thomas Kaul 2026-09-20 10:43:55 +0200
  • fa4b4cc8ba
    Feature/add MCP tool to get watchlist (#7920) Thomas Kaul 2026-09-20 10:43:13 +0200
  • 4e9dc01aa6 Rename transactionPoints to holdingBalancesByDate Thomas Kaul 2026-09-20 10:10:13 +0200
  • 0cbe0a65ab Refactor sorting of benchmarks without a name Thomas Kaul 2026-09-20 09:53:11 +0200
  • 89da484bb7
    Task/move percentage formulas of portfolio calculator to method class (#7919) Thomas Kaul 2026-09-20 09:46:23 +0200
  • a467b291f1 Add MCP tool to get watchlist Thomas Kaul 2026-09-20 09:44:02 +0200
  • 3eaa038532 Move percentage formulas of portfolio calculator to method class Thomas Kaul 2026-09-20 09:34:35 +0200
  • 425c950752 Update changelog Thomas Kaul 2026-09-20 09:22:02 +0200
  • 964897c1d8 Add MCP tool to get watchlist Thomas Kaul 2026-09-20 09:21:35 +0200
  • b546ca64cc Move percentage formulas of portfolio calculator to method class Thomas Kaul 2026-09-19 23:02:17 +0200
  • 74d564a2b2
    Task/rename time weighted investment to average investment (#7918) Thomas Kaul 2026-09-19 22:29:22 +0200
  • 744213ab0f Rename time weighted investment to average investment Thomas Kaul 2026-09-19 22:01:39 +0200
  • e55f9f0e43
    Task/move holding valuation of portfolio calculator to base class (#7917) Thomas Kaul 2026-09-19 22:15:03 +0200
  • bbbcd70778 Move holding valuation of portfolio calculator to base class Thomas Kaul 2026-09-19 21:58:31 +0200
  • 3b80efa46b Move holding valuation of portfolio calculator to base class Thomas Kaul 2026-09-19 21:26:07 +0200
  • 010bae98b9 Move holding valuation of portfolio calculator to base class Thomas Kaul 2026-09-19 21:22:59 +0200
  • adae69b065
    Task/rename order to activity in portfolio calculator (#7916) Thomas Kaul 2026-09-19 21:20:20 +0200
  • 3ad225fe8c Rename order to activity Thomas Kaul 2026-09-19 21:05:28 +0200
  • 3eec62bca4
    Task/move method independent helpers of portfolio calculator to base class (#7914) Thomas Kaul 2026-09-19 20:52:34 +0200
  • 8529aea25e
    Task/extend portfolio snapshot cache key by performance calculation type (#7913) Thomas Kaul 2026-09-19 20:35:25 +0200
  • 0dc61230bb Harden getOrdersWithMarketPrices of the portfolio calculator base class Thomas Kaul 2026-09-19 20:31:52 +0200
  • 4c39f0d59a Extend portfolio snapshot cache key by performance calculation type Thomas Kaul 2026-09-19 20:09:22 +0200
  • 9f513671a1 Move method-independent helpers of portfolio calculator from ROAI calculator into base class Thomas Kaul 2026-09-19 16:09:07 +0200
  • afbb37aed7
    Task/rename symbol metrics to holding performance (#7912) Thomas Kaul 2026-09-19 19:57:48 +0200
  • 365dafcf1a
    Merge branch 'main' into task/extend-portfolio-snapshot-cache-key-by-performance-calculation-type Thomas Kaul 2026-09-19 19:32:44 +0200
  • 6e128bba15
    Task/harden validation of device id in biometric authentication (#7915) Thomas Kaul 2026-09-19 19:31:23 +0200
  • b96c18b064
    Task/extend documentation with export API endpoint (#7894) Thomas Kaul 2026-09-19 19:26:01 +0200
  • 60aec4d80d
    Merge branch 'main' into bugfix/internal-server-error-caused-by-invalid-device-id-in-biometric-authentication Thomas Kaul 2026-09-19 19:22:09 +0200
  • 214074a41f
    Bugfix/date range performance percentage of portfolio (#7911) Thomas Kaul 2026-09-19 19:21:43 +0200
  • ea6f1a0974 Align the method signatures and the member order of the portfolio calculator task/rename-symbol-metrics-to-holding-performance Thomas Kaul 2026-09-19 19:12:05 +0200
  • 9e6b3640b8 Update changelog Thomas Kaul 2026-09-19 19:10:50 +0200
  • 9333135ca5 Fix internal server error caused by invalid device id in biometric authentication Thomas Kaul 2026-09-19 19:10:33 +0200
  • 2d59e0d10c Fix net performance percentage of date ranges Thomas Kaul 2026-09-19 18:29:48 +0200
  • fdce8008f1 Update changelog Thomas Kaul 2026-09-19 18:22:57 +0200
  • 3971f010b2 Fix net performance percentage of date ranges Thomas Kaul 2026-09-19 18:22:12 +0200
  • 6d71b33c86 Update changelog Thomas Kaul 2026-09-19 15:57:02 +0200
  • a21dd93dcf Extend portfolio snapshot cache key by performance calculation type Thomas Kaul 2026-09-19 15:56:43 +0200
  • e724d355c9 Rename types of portfolio calculator to HoldingPerformance, PortfolioCalculatorHolding and PortfolioSnapshotHolding Thomas Kaul 2026-09-19 15:49:20 +0200
  • a1fab8e55d Update changelog Thomas Kaul 2026-09-19 13:54:35 +0200
  • 8fca83cfa0 Fix net performance percentage of date ranges Thomas Kaul 2026-09-19 13:54:15 +0200
  • e4c3c69a94
    Task/extend portfolio calculator tests by performance of date ranges (#7910) Thomas Kaul 2026-09-19 13:55:15 +0200
  • 83a99d1057 Extend portfolio calculator tests by performance of date ranges Thomas Kaul 2026-09-19 13:38:42 +0200
  • ae1e985c22 Extend portfolio calculator tests by performance of date ranges Thomas Kaul 2026-09-19 13:38:15 +0200
  • 617803305a
    Release 3.71.0 (#7909) 3.71.0 Thomas Kaul 2026-09-19 12:53:56 +0200
  • b388319f7b Release 3.71.0 Thomas Kaul 2026-09-19 12:53:13 +0200
  • 72f11a8c82
    Task/improve watchlist performance by removing market price index of market data database table (#7907) Thomas Kaul 2026-09-19 12:50:46 +0200
  • 6600e94241 Update changelog Thomas Kaul 2026-09-19 12:42:38 +0200
  • 940562c4d7 Update changelog Thomas Kaul 2026-09-19 11:58:21 +0200
  • d3a861525e Improve watchlist performance Thomas Kaul 2026-09-19 11:57:55 +0200
  • c180279106
    Task/improve performance of deleting watchlist item by loading only required data (#7908) Thomas Kaul 2026-09-19 12:39:56 +0200
  • c008c338ee
    Task/centralize X-ray rule settings (part 2) (#7905) Thomas Kaul 2026-09-19 12:37:48 +0200
  • f28bdbd65d Refactoring Thomas Kaul 2026-09-19 12:26:09 +0200
  • e72ade75b9 Improve performance of deleting watchlist item Thomas Kaul 2026-09-19 12:24:45 +0200
  • 97eb359b1b Update changelog Thomas Kaul 2026-09-19 12:22:45 +0200
  • 6ed841aae3 Improve performance of deleting watchlist item Thomas Kaul 2026-09-19 12:21:59 +0200
  • 38bb2cba1a Use a single object parameter for the Rule constructor Thomas Kaul 2026-09-19 10:44:10 +0200
  • 10a9c6b67d Use a single object parameter for the X-ray rule constructors Thomas Kaul 2026-09-19 10:37:03 +0200