MoneyPeak Release 1.2.8 (09.03.2025)


Features:

  • Redesign Financial Indicators Table View

  • Personalized market report: Implement hook for manual processing

  • FinAgent:

    • Display portfolio details widget

    • Add period to portfolio widget

    • Implement EventStream to get faster responses

    • Thread list should be expanded when open a thread in it

    • Optimize streaming

    • FinAgent thinks my trees (default, virtual) are my portfolios

    • Replace “See more details” by a button

    • Improve performance of news widget

    • Improve performance of FinAgent details chart widget

    • Improve performance of FinAgent details stock widget

    • Comparisons in chart sometimes don’t have name

    • Agent Fails to Answer Simple FMP Question

    • Add more information about holdings

    • FinAgent has no knowledge about renamed stocks

Fixes:

  • Use green typo for positive values

  • Adjust “More portfolios” bar

  • Translation on chart time

  • Element and graph color are different

  • Column names displace in HPI tooltip

  • Incorrect format when select from date picker

  • Wrap text in details page

  • Exchange standard image for assets

  • Fix Typos on Settings Page

  • Chart type is incorrect in details page when there’s comparison

  • Incorrect Capital Gain in Allocation

  • Line should not break in Details Page

  • Adjust readers of application tests for importer

  • Comparison data point detail still shows after removed

  • [Mobile Web] Columns missing on Portfolio List

  • Revenue/Cost Type should be translated

  • [Mobile Web] Tooltip behavior in KPI boxes

  • No shadow for Fund Key Figures

  • Checkbox translation on Add Cost & Income dialog

  • Details on calculation should be translated

  • Chart is blank when Hide comparison multiple times

  • Quantity should be hidden in Hide mode

  • Value change % is null

  • FinApi:

    • Handling of expired users

    • finApi error on refresh

    • FinApi does not add transactions (test mode)

  • Document import:

    • LLM finds different values for Dkb

    • LLM finds different values for Scalable

    • LLM finds different values for NextMarket

    • LLM finds different values for Commerzbank

    • Update Targobank price calculation

    • finApi / ING import wrong values