farcasclaudiu/xtb-investment-tools
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6 Commits

Author SHA1 Message Date
farcasclaudiu e3c84baf7e Clarify XTB currency conversion fees 2026-06-22 08:30:11 +03:00
farcasclaudiu 0b79aff222 Enhance portfolio review tool with explicit path requirement and summary JSON output 
- Update report file resolution to require an explicit path by default, with an option for auto-detection.
- Implement a summary JSON output for agent inspection, excluding free-text fields and providing key metrics.
- Modify documentation and tests to reflect these changes.
 2026-06-21 21:22:08 +03:00
farcasclaudiu c40724eae6 Refine reconciliation descriptions in documentation and tests for clarity on cash checks 2026-06-21 15:11:14 +03:00
farcasclaudiu 7298a992f4 Add warning suppression for openpyxl default style in portfolio scripts and tests 2026-06-21 13:39:56 +03:00
farcasclaudiu eaa9726a5f Add tooltip notes functionality to HTML report generation 2026-06-21 13:35:47 +03:00
farcasclaudiu 73a0210002 Initial commit 2026-06-21 13:00:30 +03:00