MoneyPeak Release 1.2.18 (31.07.2025)

Features:
  • New start and summary page (web)
  • Added “Stop Generating”
  • button to FinAgent
  • Made stocks in reports clickable (add to (virtual) portfolio or watch list)
  • Redesigned feedback page
  • Added overview and financial indicators to the details page (app)
  • Improved auto-ask questions functionality
  • Updated structure and added content to market analysis section
  • Added FinAgent toggle for widgets

Fixes:

  • Unified subnavigation design
  • Thread title was generated twice
  • Fixed events in Outlook export of market report
  • FinAPI account was not linked when webform completed with an error
  • Entering a negative price when editing/creating a transaction showed a meaningless error
  • FinAgent returned incorrect widget when portfolio data was disabled
  • Fixed portfolio name display
  • Applied consistent headers in sector reports
  • Watch list items can now be deleted
  • Skip streaming wait when message type is set to auto-ask-question
  • Added greetings to report audio
  • Disabled audio functionality for French and Spanish
  • Fixed incorrect time zone in notifications
  • Applied sorting by creation date to Snippet Library, Watch List, and Auto-Ask Question list
  • Improved formatting of platform notifications for recurring answers
  • Added missing API interceptors for end-to-end tests
  • Fixed incorrect delta in PDP multimic section
  • On account deletion, removed Firestore items and canceled active subscriptions
  • Fixed price mismatch between portfolio and details page
  • Introduced proration when upgrading plans
  • Corrected grammatical errors
  • LLM returned inconsistent values for Consors [CSV]
  • [CSV] Fixed StockUnload broker and config issues
  • Improved formatting of sector reports
  • Fixed issue adding Bitcoin to portfolio

Hotfix v1.2.18a:
Improve semantic search: Sorting is now applied by instrumentType (with Stocks first), and within each group by descending marketCap.