MoneyPeak Release 1.2.13 (23.05.2025)

Features:
  • Create API for personalized market report
  • Add portfolio inventory and performance tab content directly under the chart
  • FinAgent Library snippets
  • Directly execute follow-on questions in finAgent instead of just pasting it in the sendbox
  • Add investment advice toggle
  • Add investment advice toggle for mobile apps
  • Open finAgent Stock Links “See Details” in new tab
  • Time Frame Selector in finAgent “add stock” widget
  • General Market Report Prompt Update: Simpler language and better translation
  • FAQ section on market page: Tooltip & Scrolling
  • finAgent button’s text and link
  • Enable Personalized Market Report for Mobile App
  • Guidelines should be considered for most users
  • Suggested stocks in FAQ and snippet (web)
  • Improve Frontend Button Visibility and Icon Clarity
  • Lock mobile app in Portrait
  • Add Guidelines for Avoiding Investment Advice as context for finAgent Answers
  • Externalization of Investment Recommendation Guidelines
  • Displaying Selected Time Period in Portfolio Bar
  • Toggle for Personalized finAgent Answers (web)
  • Toggle for Personalized finAgent Answers (app)
  • Adapt Multilanguage Market Reports to New Flow

Fixes:
  • LLM document importer: Comdirect, Generic, MyDividends24, StockUnlock, SwissQuote
  • showNewUsersTour is true when it’s not first login
  • Unable to add portfolio under some circumstances
  • Adjusting FAQ Click Area
  • Button and text alignment for live portfolio
  • Suggested stocks text size in Heading
  • Navigation bar of Android and app overlaps
  • Incorrect Data in Personalized Market Report (e.g. Duolingo)
  • FAQ: Some questions do not come with an answer (prod)