

February 2026: Delivered Yahoo Finance Real-Time Quotes and Benchmark Data integration for Quant-NTU/persistence-middleware, enhancing portfolio analysis with real-time data and benchmark retrieval. Focused on API endpoints, controller/service wiring, and data flow for benchmarks and quotes; groundwork for analytics and risk assessment.
February 2026: Delivered Yahoo Finance Real-Time Quotes and Benchmark Data integration for Quant-NTU/persistence-middleware, enhancing portfolio analysis with real-time data and benchmark retrieval. Focused on API endpoints, controller/service wiring, and data flow for benchmarks and quotes; groundwork for analytics and risk assessment.
November 2025: Strengthened financial tracking and asset lifecycle capabilities in the persistence-middleware. Delivered cash balance support for portfolios, extended API surface with cashBalance handling, and added frontend-ready CORS configuration. Introduced end-to-end real asset selling with transaction history, and refined buy/sell logic to maintain accurate cash balances and negative sell quantities for correct aggregation. These changes improve data integrity, enable seamless frontend integration, and support comprehensive asset management.
November 2025: Strengthened financial tracking and asset lifecycle capabilities in the persistence-middleware. Delivered cash balance support for portfolios, extended API surface with cashBalance handling, and added frontend-ready CORS configuration. Introduced end-to-end real asset selling with transaction history, and refined buy/sell logic to maintain accurate cash balances and negative sell quantities for correct aggregation. These changes improve data integrity, enable seamless frontend integration, and support comprehensive asset management.
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