mirror of
https://github.com/we-promise/sure
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* Binance as securities provider * Disable twelve data crypto results * Add logo support and new currency pairs * FIX importer fallback * Add price clamping and optiimize retrieval * Review * Update adding-a-securities-provider.md * day gap miss fix * New fixes * Brandfetch doesn't support crypto. add new CDN * Update _investment_performance.html.erb
178 lines
12 KiB
YAML
178 lines
12 KiB
YAML
---
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en:
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settings:
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hostings:
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invite_code_settings:
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description: Control how new people sign up for your instance of %{product}.
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email_confirmation_description: When enabled, users must confirm their email
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address when changing it.
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email_confirmation_title: Require email confirmation
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default_family_title: Default family for new users
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default_family_description: "Put new users on this family/group only if they have no invitation."
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default_family_none: None (create new family)
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generate_tokens: Generate new code
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generated_tokens: Generated codes
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title: Onboarding
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states:
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open: Open
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closed: Closed
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invite_only: Invite-only
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show:
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general: General Settings
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ai_assistant: AI Assistant
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financial_data_providers: Financial Data Providers
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sync_settings: Sync Settings
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invites: Invite Codes
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title: Self-Hosting
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danger_zone: Danger Zone
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clear_cache: Clear data cache
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clear_cache_warning: Clearing the data cache will remove all exchange rates, security prices, account balances, and other data. This will not delete accounts, transactions, categories, or other user-owned data.
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confirm_clear_cache:
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title: Clear data cache?
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body: Are you sure you want to clear the data cache? This will remove all exchange rates, security prices, account balances, and other data. This action cannot be undone.
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provider_selection:
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exchange_rate_title: Exchange Rate Provider
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exchange_rate_description: Select a single provider for fetching currency exchange rates.
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exchange_rate_provider_label: Exchange Rate Provider
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securities_title: Securities Providers
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securities_description: Enable one or more providers for fetching stock, ETF, and mutual fund prices. When searching, all enabled providers are queried and results are merged.
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env_configured_message: Provider selection is disabled because environment variables are set. To enable selection here, remove these environment variables from your configuration.
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twelve_data_hint: requires API key, 800 credits/day
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yahoo_finance_hint: free, no API key needed
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requires_api_key: requires API key
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requires_api_key_eodhd: requires API key, 20 calls/day limit
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requires_api_key_alpha_vantage: requires API key, 25 calls/day limit
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mfapi_hint: free, no API key -- Indian mutual funds only
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binance_public_hint: free, no API key -- crypto only (BTC, ETH, etc.)
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providers:
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twelve_data: Twelve Data
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yahoo_finance: Yahoo Finance
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tiingo: Tiingo
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eodhd: EODHD
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alpha_vantage: Alpha Vantage
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mfapi: MFAPI.in
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binance_public: Binance
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assistant_settings:
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title: AI Assistant
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description: Choose how the chat assistant responds. Builtin uses your configured LLM provider directly. External delegates to a remote AI agent that can call back to Sure's financial tools via MCP.
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type_label: Assistant type
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type_builtin: Builtin (direct LLM)
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type_external: External (remote agent)
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external_status: External assistant endpoint
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external_configured: Configured
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external_not_configured: Not configured. Enter the URL and token below, or set EXTERNAL_ASSISTANT_URL and EXTERNAL_ASSISTANT_TOKEN environment variables.
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env_notice: "Assistant type is locked to '%{type}' via ASSISTANT_TYPE environment variable."
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env_configured_external: Successfully configured through environment variables.
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url_label: Endpoint URL
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url_placeholder: "https://your-agent-host/v1/chat"
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url_help: The full URL to your agent's API endpoint. Your agent provider will give you this.
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token_label: API Token
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token_placeholder: Enter the token from your agent provider
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token_help: The authentication token provided by your external agent. This is sent as a Bearer token with each request.
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agent_id_label: Agent ID (Optional)
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agent_id_placeholder: "main (default)"
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agent_id_help: Routes to a specific agent when the provider hosts multiple. Leave blank for the default.
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disconnect_title: External connection
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disconnect_description: Remove the external assistant connection and switch back to the builtin assistant.
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disconnect_button: Disconnect
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confirm_disconnect:
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title: Disconnect external assistant?
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body: This will remove the saved URL, token, and agent ID, and switch to the builtin assistant. You can reconnect later by entering new credentials.
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brand_fetch_settings:
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description: Enter the Client ID provided by Brand Fetch
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label: Client ID
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placeholder: Enter your Client ID here
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title: Brand Fetch Settings
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high_res_label: Enable high-resolution logos
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high_res_description: When enabled, logos will be retrieved at 120x120 resolution instead of 40x40. This provides sharper images on high-DPI displays.
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openai_settings:
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description: Enter the access token and optionally configure a custom OpenAI-compatible provider
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env_configured_message: Successfully configured through environment variables.
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access_token_label: Access Token
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access_token_placeholder: Enter your access token here
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uri_base_label: API Base URL (Optional)
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uri_base_placeholder: "https://api.openai.com/v1 (default)"
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model_label: Model (Optional)
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model_placeholder: "gpt-4.1 (default)"
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json_mode_label: JSON Mode
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json_mode_auto: Auto (recommended)
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json_mode_strict: Strict (best for thinking models)
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json_mode_none: None (best for standard models)
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json_mode_json_object: JSON Object
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json_mode_help: "Strict mode works best with thinking models (qwen-thinking, deepseek-reasoner). None mode works best with standard models (llama, mistral, gpt-oss)."
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title: OpenAI
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yahoo_finance_settings:
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title: Yahoo Finance
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description: Yahoo Finance provides free access to stock prices, exchange rates, and financial data without requiring an API key.
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status_active: Yahoo Finance is active and working
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status_inactive: Yahoo Finance connection failed
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connection_failed: Unable to connect to Yahoo Finance
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troubleshooting: Check your internet connection and firewall settings. Yahoo Finance may be temporarily unavailable.
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tiingo_settings:
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title: Tiingo
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description: Enter the API token provided by Tiingo. Free tier supports 50 unique symbols per hour with 30+ years of historical data.
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env_configured_message: Successfully configured through the TIINGO_API_KEY environment variable.
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label: API Token
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placeholder: Enter your Tiingo API token here
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show_details: "(show details)"
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step_1_html: 'Visit <a href="https://www.tiingo.com" target="_blank" rel="noopener noreferrer" class="underline">tiingo.com</a> and create a free account.'
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step_2_html: 'Go to the <a href="https://www.tiingo.com/account/api/token" target="_blank" rel="noopener noreferrer" class="underline">API Token</a> page.'
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step_3: Copy your API token and paste it below.
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eodhd_settings:
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title: EODHD
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description: Enter the API token provided by EODHD. Supports EU ETFs on LSE, XETRA, and other international exchanges.
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env_configured_message: Successfully configured through the EODHD_API_KEY environment variable.
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label: API Token
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placeholder: Enter your EODHD API token here
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show_details: "(show details)"
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step_1_html: 'Visit <a href="https://eodhd.com/register" target="_blank" rel="noopener noreferrer" class="underline">eodhd.com</a> and create a free account.'
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step_2_html: 'Go to your <a href="https://eodhd.com/cp/dashboard" target="_blank" rel="noopener noreferrer" class="underline">Dashboard</a> to find your API token.'
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step_3: Copy your API token and paste it below.
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rate_limit_warning: "EODHD free tier is limited to 20 API calls per day. Best used as a supplementary provider for EU ETFs not available from other providers."
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alpha_vantage_settings:
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title: Alpha Vantage
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description: Enter the API key from Alpha Vantage. Supports EU ETFs on London Stock Exchange, XETRA, and other exchanges.
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env_configured_message: Successfully configured through the ALPHA_VANTAGE_API_KEY environment variable.
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label: API Key
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placeholder: Enter your Alpha Vantage API key here
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show_details: "(show details)"
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step_1_html: 'Visit <a href="https://www.alphavantage.co/support/#api-key" target="_blank" rel="noopener noreferrer" class="underline">alphavantage.co</a> and claim your free API key.'
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step_2: Copy the API key and paste it below.
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rate_limit_warning: "Alpha Vantage free tier is limited to 25 API calls per day. Best used as a supplementary provider for EU ETFs not available from other providers."
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no_health_check_note: "Connection health check is unavailable for this provider due to the strict rate limit."
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twelve_data_settings:
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api_calls_used: "%{used} / %{limit} API daily calls used (%{percentage})"
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description: Enter the API key provided by Twelve Data
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env_configured_message: Successfully configured through the TWELVE_DATA_API_KEY environment variable.
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label: API Key
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placeholder: Enter your API key here
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show_details: "(show details)"
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step_1_html: 'Visit <a href="https://twelvedata.com/register" target="_blank" rel="noopener noreferrer" class="underline">twelvedata.com</a> and create a free Twelve Data Developer account.'
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step_2_html: 'Go to the <a href="https://twelvedata.com/account/api-keys" target="_blank" rel="noopener noreferrer" class="underline">API Keys</a> page.'
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step_3: Reveal your Secret Key and paste it below.
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plan: "%{plan} plan"
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plan_upgrade_warning_title: Some tickers require a paid plan
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plan_upgrade_warning_description: The following tickers in your portfolio cannot sync prices with your current Twelve Data plan.
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requires_plan: requires %{plan} plan
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view_pricing: View Twelve Data pricing
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title: Twelve Data
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update:
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failure: Invalid setting value
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success: Settings updated
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invalid_onboarding_state: Invalid onboarding state
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invalid_sync_time: Invalid sync time format. Please use HH:MM format (e.g., 02:30).
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scheduler_sync_failed: Settings saved, but failed to update the sync schedule. Please try again or check the server logs.
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disconnect_external_assistant:
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external_assistant_disconnected: External assistant disconnected
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clear_cache:
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cache_cleared: Data cache has been cleared. This may take a few moments to complete.
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not_authorized: You are not authorized to perform this action
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sync_settings:
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auto_sync_label: Enable automatic sync
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auto_sync_description: When enabled, all accounts will be automatically synced daily at the specified time.
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auto_sync_time_label: Sync time (HH:MM)
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auto_sync_time_description: Specify the time of day when automatic sync should occur.
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include_pending_label: Include pending transactions
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include_pending_description: When enabled, pending (uncleared) transactions will be imported and automatically reconciled when they post. Disable if your bank provides unreliable pending data.
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env_configured_message: This setting is disabled because a provider environment variable (SIMPLEFIN_INCLUDE_PENDING or PLAID_INCLUDE_PENDING) is set. Remove it to enable this setting.
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