MoneyPeak Release 1.2.9 (30.03.2025)

    Features:

    • implement backend caching

    • deploy improved version of signup snippet

    • finagent

      • responsive view for web

      • improve details section

      • improve finagent streaming

      • tooltip when hovering over thread

      • add more information about holdings and portfolios

    Fixes:

    • implement concept for removing outdated finapi users with expired subscriptions

    • catch many google analytics exceptions

    • Fix error message in realized tab

    • chart is blank when hide comparison multiple times

    • no shadow for fund key figures

    • finagent

      • uses outdated data for none financial questions

      • thread list should be expanded when opening a thread in it

      • agent fails to answer simple questions

      • add period to portfolio widget

      • some chart comparison graphs are meaningless

      • many same charts returned by finagent

      • table exceeds max length of chatbox

      • fix hallucinations in LLM response

      • comparison charts do not have name

      • improve performance of all widgets

    • finAPI error on refresh

    • value change is null

    • error message not shown

    • column name displace in HPI tooltip

    • fix some transalations

    • llm based document importer

      • fix issues with targobank

      • fix issues with ingdiba

      • fix issues with flatex

      • fix issues with comdirect

      • support for Quartalsberichte