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Pull requests: portfolio-performance/portfolio

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Pull requests list

Add tax-neutral transfers between mutual funds
#5856 opened Jul 11, 2026 by PabloReyes Contributor • Draft
1
Revolut importer: support Securities Europe account statements
#5855 opened Jul 10, 2026 by aragar Loading…
1
Support Comdirect PDF with media box usage pdf
#5854 opened Jul 10, 2026 by kimmerin Contributor Loading…
Add time machine to taxonomy pie, donut and tree map charts
#5853 opened Jul 10, 2026 by CanePlayz Loading…
1
Resolve PortfolioPerformance.ini for scaling preferences
#5849 opened Jul 9, 2026 by Morpheus1w3 Contributor Loading…
3
Add annualized volatility dashboard widget
#5846 opened Jul 8, 2026 by Konilo Contributor Loading…
add description to the tooltip of Profit/Loss column and add moving average Profit/Loss column
#5845 opened Jul 7, 2026 by mierin12 Contributor Loading…
Ledger Light for Corporate Actions
#5840 opened Jul 6, 2026 by Morpheus1w3 Contributor Loading…
5
Fix sunrise pdf extractor from July 2026 on
#5838 opened Jul 4, 2026 by kriegerse Contributor Loading…
Add Ledger model + enums (rollout slice 0a)
#5836 opened Jul 4, 2026 by buchen Member • Draft
2
Add initial implementation for GBM PDF importer.
#5835 opened Jul 4, 2026 by jonathlan Contributor Loading…
1
Add standalone IRR chart view to Performance
#5833 opened Jul 4, 2026 by jmmnsantos1 Loading…
Add IRR after tax column to securities performance view
#5832 opened Jul 4, 2026 by Tanino70 Loading…
Spin-off (corporate action) support — proof of concept needs discussion Pull request needs discussion before going into the nitty gritty details of the code change proof_of_concept
#5830 opened Jul 3, 2026 by buchen Member Loading…
13
Add Dynamic sorting for Taxonomies
#5829 opened Jul 2, 2026 by Mikerion Contributor Loading…
1
Add Remember last selected account/portfolio when switching views
#5827 opened Jul 1, 2026 by Mikerion Contributor Loading…
1
Add local MCP server
#5823 opened Jul 1, 2026 by AndreevDm Loading…
1
Ledger Implementation - Corporate Actions enhancement
#5816 opened Jun 26, 2026 by Morpheus1w3 Contributor • Draft
@buchen
31
PoC: Add ARVA withdrawal dashboard widget
#5796 opened Jun 10, 2026 by nzb-tuxxx • Draft
Add structured PDF layout extraction alongside text extraction
#5728 opened May 28, 2026 by Morpheus1w3 Contributor Loading…
1
4
Headless Import Tool
#5700 opened May 18, 2026 by matthid Loading…
5
Add hover toolbar for dashboard widget actions enhancement
#5689 opened May 15, 2026 by Morpheus1w3 Contributor • Draft
4
Add support for client-specific custom currencies
#5682 opened May 13, 2026 by Morpheus1w3 Contributor Loading…
Support custom security attributes in CSV import csv
#5681 opened May 12, 2026 by Morpheus1w3 Contributor Loading…
2
Add dashboard template export/import functionality
#5669 opened May 5, 2026 by andreas13xxx Contributor Loading…
1
ProTip! Adding no:label will show everything without a label.