Open Source Wealth Management Software ⭐ 9’500+ Stars on GitHub and ⬇️ 3’500’000+ Pulls from Docker Hub
Changed Moved the support for filtering by activity type on the activities page from experimental to general availability Moved the allocation in the accounts tab of the holding detail dialog from...
Changed Extended the creation and the import of activities to support the asset profiles of a premium data provider which the user already has Improved the performance of the historical market dat...
Added Added a link to the holdings tab in the holdings table on the overview tab of the home page (experimental) Changed Extended the account detail dialog to include the change and the performa...
Changed Extended the variations of the interstitials for the subscription by a trial Deprecated the api/v1/auth-device endpoint in favor of the api/v1/auth-devices endpoint Deprecated the api/v1/e...
Added Added a Storybook story for the file drop area component Changed Improved the layout of the user account settings on mobile Improved the usability of the activities page by eliminating the...
Added Added the Return on Investment (ROI) performance calculation type (experimental) Added a tool to update the cash balance of an account to the server of the Model Context Protocol (MCP) (expe...
Added Added a Storybook story for the investment chart component Changed Highlighted the negative values in the performance timeline chart on the analysis page (experimental) Moved the investmen...
