v1.7.0

1.7.0 (2025-12-22)

Bug Fixes

• correct publication year for retrieval-augmented generation article in bibliography (a607fda)
• enhance documentation in architecture, implementation, and interface sections (1a6c68b)
• update .gitignore to comment out main.pdf and add main.pdf to the repository (3b1e902)

Features

• add flowchart images (f87feb8)
• implement Personal Financial AI Agent with LaTeX documentation and CI/CD integration (74133a4)
• update author information and enhance documentation in LaTeX files (d0488e1)

v1.6.1

1.6.1 (2025-11-19)

Bug Fixes

• clean up scroll_to_bottom function and remove unnecessary comments in app.py (#21) (8af5438)
• update Italian text to English in main function prompts and comments (1d30e36)

v1.6.0

1.6.0 (2025-11-19)

Features

• add GitHub Actions workflow for sending Telegram messages on push (fc47ec2)

v1.5.0

1.5.0 (2025-11-05)

Features

• implement caching mechanism for analyze_financial_asset (1136a0f)

v1.4.0

1.4.0 (2025-11-05)

Bug Fixes

• Add URL validation to prevent SSRF vulnerability (f7e936a)
• Address code review feedback - improve security and error handling (66dd8ef)

Features

• Add API key configuration UI with settings page (e0fa6bf)
• add monthly contribution parameter to Monte Carlo simulation (72ae5df)
• implement API key validation and configuration UI for providers (4ee7a29)

v1.3.3

1.3.3 (2025-11-04)

Bug Fixes

• add file deletion detection and explicit analyze button (ed1ceed)

v1.3.2

1.3.2 (2025-11-03)

Bug Fixes

• add support for SGLD asset symbol in financial analysis tool (efd0c7e)
• add unzip utility to Dockerfile for dataset extraction (b2b5d86)
• clarify conservative allocation guidelines for investment portfolios (7b1f4d1)
• handle zero initial investment in wealth simulation by using a symbolic value (b067ca9)
• improve logging for zero initial investment in wealth simulation (54de145)
• update asset symbol handling in wealth simulation function (afa2085)
• update Monte Carlo simulation to use configurable initial investment value (c38a9d3)
• update portfolio justification requirements to include full asset names (3ee53a0)

v1.3.1

1.3.1 (2025-10-31)

Bug Fixes

• refine wording in financial assessment questions for clarity (38fe997)
• remove assertions for occupation in financial profile tests (b3a2180)
• update debug log message for financial advisor tool initialization (3e40623)
• update financial advisor tools to reflect no available tools (d4a975d)
• update financial assessment questions (ac8aa7c)
• update model configurations for Ollama and OpenAI (#17) (4714d66)

v1.3.0

1.3.0 (2025-10-31)

Bug Fixes

• correct typo (96a1b4f)
• correct wording in portfolio guidelines for bond allocation considerations (a877c75)
• simplify welcome message logging by removing unnecessary state advancement (61c002c)
• update age threshold for bond allocation requirement from 40 to 45 years old (cc479b4)
• update age threshold for bond allocation requirement from 45/50 to 40 years old (6bc16af)
• update questions for clarity and consistency in financial assessment prompts (2d7c451)

Features

• add portfolio visualization and wealth simulation features (#14) (107508e)
• enhance financial profile extraction with specific fields and defaults (9f8fc5a)
• implement PAC metrics extraction and update financial profile structure (283bdd1)

Performance Improvements

• optimize symbol resolution for BTC-EUR and GOLD by limiting variations (c58bec3)

v1.2.0

1.2.0 (2025-10-30)

Bug Fixes

• correct assertion syntax in TestFinancialProfileCreation (0803e39)
• rename financial advisor variable for consistency in main function (f8406d4)
• set default values for financial profile fields to improve data handling (640ebf7)
• update default max steps for FinancialAdvisorAgent from 1 to 3 (557b76b)
• update default values for age_range and employment_status in FinancialProfile model (6d01a79)
• update default years parameter in analyze_financial_asset function from 5 to 10 (08a6121)

Features

• add BaseAgent, ChatbotAgent, and FinancialAdvisorAgent modules (2d6ff8b)
• add financial tools for price retrieval and return calculations (6e53f6a)
• add historical returns analysis for portfolio assets and enhance asset analysis tool (eefebe9)
• enhance financial analysis tool with structured JSON response and year return models (9dc2ed3)
• implement financial tools with structured responses for symbol resolution, historical prices, and return calculations (845ef28)
• load financial profile from uploaded JSON file (7bebcf4)