Tobias Kugel
f0eb0dc7fc
Feature/localize asset class cluster risks (Equity and Fixed Income) ( #5033 )
...
* Localize asset class cluster risks
* Update changelog
10 months ago
Thomas Kaul
a7a33eeb56
Bugfix/fix locale in scraper configuration ( #5011 )
...
* Fix locale in scraper configuration
* Update changelog
10 months ago
Tobias Kugel
84c4d79a74
Feature/Set up account cluster risks localization (Current Investment) ( #5012 )
...
* Set up localization
* Update changelog
10 months ago
Thomas Kaul
24f1aeb4c6
Feature/refresh cryptocurrencies list 20250624 ( #5013 )
...
* Update cryptocurrencies.json
* Update changelog
10 months ago
Thomas Kaul
738f7490f6
Feature/rename Platform to platform in Account database schema ( #4999 )
...
* Rename Platform to platform in Account database schema
* Update changelog
10 months ago
Thomas Kaul
be3a9b8e83
Feature/refactor health check endpoints ( #5005 )
...
* Refactor health check endpoints
* Update changelog
10 months ago
Kenrick Tandrian
dca821e75c
Bugfix/resolve LegacyRouteConverter warning on startup ( #4980 )
...
* Resolve LegacyRouteConverter warning on startup
* Update changelog
10 months ago
Thomas Kaul
56128d8fe8
Feature/reuse root url in sitemap service ( #4989 )
10 months ago
Thomas Kaul
314b121584
Feature/refactor sitemap module (part 2) ( #4985 )
...
* Refactor sitemap module
10 months ago
Thomas Kaul
029504d843
Feature/refactor sitemap module ( #4983 )
...
* Refactor sitemap module
10 months ago
Thomas Kaul
d5d74eb4db
Feature/rename GranteeUser to granteeUser in Access database schema ( #4979 )
...
* Rename GranteeUser to granteeUser in Access database schema
* Update changelog
10 months ago
Kenrick Tandrian
14b213c571
Bugfix/fix variable resolution in HtmlTemplateMiddleware ( #4975 )
...
* Fix variable resolution in HtmlTemplateMiddleware
* Update changelog
10 months ago
Tobias Kugel
7a251ef749
Feature/set up language localization for X-ray rule Account Cluster Risks (Single Account) ( #4959 )
...
* Set up language localization
* Update changelog
10 months ago
Renegade Solutions
b92eff5b72
Feature/switch data provider service to OnModuleInit ensuring (currency) quotes are fetched only once ( #4944 )
...
* Switch data provider service to OnModuleInit ensuring (currency) quotes are fetched only once
* Update changelog
10 months ago
Thomas Kaul
5fde161eed
Feature/clean up space in AI service ( #4942 )
...
* Clean up space
10 months ago
Thomas Kaul
ab00ebee1e
Bugfix/fix missing assetlinks.json for TWA (part 2) ( #4938 )
...
* Fix missing assetlinks.json
* Update changelog
10 months ago
Kenrick Tandrian
ca8525a90c
Bugfix/Google Sign-in hangs on redirect ( #4926 )
...
* Exclude routes with language codes
10 months ago
Thomas Kaul
be3be20604
Feature/set market state of exchange rate symbols to open in FMP service ( #4915 )
...
* Set market state of exchange rate symbols to open
* Update changelog
10 months ago
Thomas Kaul
8cedd91561
Feature/upgrade Stripe dependencies 20250613 ( #4911 )
...
* Upgrade Stripe dependencies
* Update changelog
10 months ago
Thomas Kaul
9c4fe5fa6b
Feature/clean up sitemap.xml ( #4909 )
...
* Clean up
10 months ago
Thomas Kaul
20070d76bc
Feature/rename User to user in database schema ( #4899 )
...
* Rename User to user in database schema
* Update changelog
10 months ago
Kenrick Tandrian
076ac1a32f
Feature/Rewrite HtmlTemplateMiddleware to use Dependency Injection ( #4889 )
...
* Rewrite HtmlTemplateMiddleware to use Dependency Injection
* Update changelog
10 months ago
Thomas Kaul
3af558c580
Bugfix/handle exception in getKeys() of Redis cache service ( #4871 )
...
* Handle exception in getKeys()
* Update changelog
11 months ago
Thomas Kaul
85aa323e84
Feature/improve cache verification in health check endpoint ( #4868 )
...
* Improve implementation of isHealthy() without using getKeys()
* Update changelog
11 months ago
Thomas Kaul
25a755d1bf
Feature/rename Account to accounts in User database schema ( #4859 )
...
* Rename Account to accounts
* Update changelog
11 months ago
Tobias Kugel
3bcb19af14
Feature/migrate i18n service to injectable service ( #4829 )
...
* Migrate i18n service to injectable service
* Update changelog
11 months ago
Thomas Kaul
b3ec353074
Feature/change interpolation syntax in i18n service ( #4849 )
...
* Change interpolation syntax from {var} to ${var}
11 months ago
Alison Hawk
31f5c0de88
Bugfix/fix import of empty account balances ( #4677 )
...
* Fix import of empty account balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
11 months ago
Thomas Kaul
1dd3857618
Refactor getCashPositions() in portfolio service ( #4800 )
...
* Refactor getCashPositions()
11 months ago
Thomas Kaul
e2ec635bbf
Feature/localize X-ray rule EmergencyFundSetup ( #4835 )
...
* Set up language localization for static portfolio analysis rule: Emergency Fund (Set up)
* Update changelog
11 months ago
Tobias Kugel
fde8ff4bb6
Feature/localize X-ray rule FeeRatioInitialInvestment ( #4779 )
...
* Localize X-ray rule FeeRatioInitialInvestment
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
11 months ago
Thomas Kaul
85af3db0d8
Bugfix/respect filter by holding when exporting activities ( #4824 )
...
* Respect filter by holding when exporting activities
* Update changelog
11 months ago
Thomas Kaul
ccee5b1337
Bugfix/respect filter by holding when deleting activities ( #4823 )
...
* Respect filter by holding when deleting activities
* Update changelog
11 months ago
Thomas Kaul
a11fef5e23
Bugfix/fix exception with currencies in historical market data editor of admin control panel ( #4813 )
...
* Fix exception with currencies
* Update changelog
11 months ago
Thomas Kaul
15deed3032
Feature/upgrade Stripe dependencies 20250529 ( #4662 )
...
* Upgrade Stripe dependencies
* Upgrade ngx-stripe to version 19.7.0
* Update changelog
11 months ago
Thomas Kaul
8b8d194383
Feature/clean up legacy demo user id property ( #4808 )
...
* Clean up
11 months ago
Thomas Kaul
cb7434a8b2
Feature/sync demo account activities based on tags ( #4797 )
...
* Sync demo account activities based on tags
* Update changelog
11 months ago
Thomas Kaul
fda9cc71f7
Feature/modularize cron service ( #4795 )
...
* Modularize cron service
* Update changelog
11 months ago
Thomas Kaul
c553fdf6d4
Bugfix/change investment value to take currency effects into account in holding detail dialog ( #4789 )
...
* Change investment value to take currency effects into account
* Update changelog
11 months ago
Thomas Kaul
c6e38cd4ac
Feature/refresh cryptocurrencies list 20250529 ( #4790 )
...
* Update cryptocurrencies.json
* Update changelog
11 months ago
Thomas Kaul
9e74eec04d
Feature/rename orders to activities in Tag database schema ( #4783 )
...
* Rename orders to activities in Tag database schema
* Update changelog
11 months ago
Turka Turki
9f3079716b
Feature/improve language localization for NL 20250528 ( #4776 )
...
* Improve language localization for NL
* Update sitemap.xml
* Update changelog
11 months ago
Thomas Kaul
0ab7b98077
Feature/refactor publicly accessible page paths ( #4768 )
...
* Refactoring
11 months ago
Scott Rose
316d118111
Feature/improve language localization for FR 20250527 ( #4766 )
...
* Improve language localization for FR
* Update sitemap.xml
* Update changelog
11 months ago
Arington Halabi
f20791d5ad
Feature/improve language localization for IT 20250525 ( #4750 )
...
* Improve language localization for IT
* Update changelog
11 months ago
github-actions[bot]
ffe1021d69
Feature/update locales ( #4753 )
...
* Update locales
* Update translations
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
11 months ago
Thomas Kaul
9a75e7d257
Bugfix/fix Redis cache health check ( #4748 )
...
* Fix Redis cache health check
11 months ago
Thomas Kaul
1a247d6e97
Feature/improve handling of schema validation errors in search of Yahoo Finance service ( #4744 )
...
* Improve handling of schema validation errors
* Update changelog
11 months ago
Thomas Kaul
90385157d7
Feature/improve Ghostfolio data provider integration ( #4743 )
...
* Improve Ghostfolio data provider integration
11 months ago
Thomas Kaul
a8a31c141d
Bugfix/fix TransformDataSourceInRequestInterceptor after upgrade to NestJS 11 ( #4741 )
...
* Fix TransformDataSourceInRequestInterceptor for Express 5
11 months ago
Thomas Kaul
0ea588315a
Feature/improve symbol lookup results by removing currency from name of cryptocurrencies ( #4702 )
...
* Improve symbol lookup results by removing currency from name of cryptocurrencies
* Update changelog
11 months ago
Thomas Kaul
3d94b1a873
Bugfix/fix exclude route with wildcard of serve static module ( #4733 )
...
* Fix route with wildcard
https://docs.nestjs.com/migration-guide#express-v5
11 months ago
Thomas Kaul
d4666f778d
Feature/remove deprecated endpoints in Ghostfolio controller ( #4692 )
...
* Remove deprecated endpoints
11 months ago
Thomas Kaul
70a4697f54
Feature/remove deprecated endpoints in admin controller ( #4687 )
...
* Remove deprecated endpoints
* Update changelog
11 months ago
Thomas Kaul
a0f377e8eb
Feature/refactor ordersCount to activityCount ( #4688 )
...
* Refactor ordersCount to activityCount
11 months ago
Thomas Kaul
698d71fb3a
Feature/restrict permissions of demo user ( #4697 )
...
* Restrict permissions of demo user
* Update changelog
11 months ago
Thomas Kaul
1697b7e1e0
Feature/remove unused Order model ( #4690 )
...
* Remove unused Order model
11 months ago
Thomas Kaul
e97757631b
Feature/add missing types of impersonationId in controllers ( #4691 )
...
* Add missing types
11 months ago
Kenrick Tandrian
4adc9dc9b1
Feature/upgrade to node-yahoo-finance2 version 3 ( #4695 )
...
* Upgrade node-yahoo-finance2 from version 2.11.3 to 3.3.1
* Update changelog
12 months ago
Kenrick Tandrian
2932d57c1e
Feature/improve language localization for ZH 20250510 ( #4701 )
...
* Improve language localization for ZH 20250510
* Update changelog
12 months ago
Thomas Kaul
480709c32a
Bugfix/add missing permission guard in create watchlist item endpoint ( #4686 )
...
* Add missing permission guard
* Update changelog
12 months ago
Thomas Kaul
11629ffd26
Feature/clean up unused interfaces ( #4685 )
...
* Clean up unused interfaces
12 months ago
Thomas Kaul
037d3b1a60
Feature/rename Order to activities in User database schema ( #4669 )
...
* Rename Order to activities in User database schema
* Update changelog
12 months ago
andiz2
1215803a40
Bugfix/fix ApiKeyStrategy error ( #4682 )
...
* Fix ApiKeyStrategy error
12 months ago
Felix Jordan
aadd9f56a0
Feature/extend admin endpoint by asset profile count per data provider ( #4676 )
...
* Extend admin endpoint by asset profile count per data provider
* Update changelog
12 months ago
Haruka Kishida
828bd5f172
Feature/upgrade to NestJS 11 ( #4270 )
...
* Upgrade to NestJS 11
* Update changelog
12 months ago
Thomas Kaul
67db1b0de4
Feature/rename Order to activities in SymbolProfile database schema ( #4661 )
...
* Rename Order to activities
* Update changelog
12 months ago
Kenrick Tandrian
c38dab5ab0
Feature/extend holding endpoint by performances ( #4660 )
...
* Extend holding endpoint by performances
* Update changelog
12 months ago
Kenrick Tandrian
40d3eaa023
Bugfix/fix performance calculation on date of activity when unit price differs from market price ( #4650 )
...
* Fix performance calculation on date of activity when unit price differs from market price
* Update changelog
12 months ago
Marcin Szymański
28d2fd3877
Bugfix/restore incorrect fee currency conversion ( #4645 )
...
* Restore incorrect fee currency conversion
* Update changelog
12 months ago
Thomas Kaul
d661cdc78f
Feature/rename account to accounts in platform database schema ( #4656 )
...
* Rename Account to accounts in platform database schema
* Update changelog
12 months ago
Thomas Kaul
3646fb7f77
Feature/refactor portfolio holding response ( #4649 )
...
* Refactor portfolio holding response
* maxPrice -> marketPriceMax
* minPrice -> marketPriceMin
* orders -> activities
12 months ago
Thomas Kaul
1bced96460
Feature/deprecate portfolio position endpoints ( #4648 )
...
* Deprecate api/v1/portfolio/position endpoints
* Update changelog
12 months ago
Thomas Kaul
3e963228d6
Feature/refactor accounts response interface ( #4644 )
...
* Refactor accounts response interface
12 months ago
Thomas Kaul
f70d71d5bd
Feature/improve watchlist for impersonation mode ( #4632 )
...
* Improve watchlist for impersonation mode
* Update changelog
12 months ago
Kenrick Tandrian
770b322137
Feature/extend watchlist endpoint by name, performances and market condition ( #4634 )
...
* Extend watchlist endpoint by name, performances and market condition
* Update changelog
12 months ago
Thomas Kaul
6bb85c4fb8
Bugfix/allow GBp in currency code validation ( #4640 )
...
* Allow GBp in currency code validation
* Update changelog
12 months ago
Thomas Kaul
8fbdcac66c
Feature/rename Order to activities in account database schema ( #4577 )
...
* Rename Order to activities
* Update changelog
12 months ago
Thomas Kaul
d919622932
Bugfix/fix create watchlist item for new asset profile ( #4625 )
...
* Fix create watchlist item for new asset profile
12 months ago
Thomas Kaul
b90bfc3d6e
Feature/extend data providers management of admin control panel ( #4615 )
...
* Extend data providers management
* Update changelog
12 months ago
Kenrick Tandrian
c671ea4022
Feature/add frontend for watchlist ( #4604 )
...
* Add frontend for watchlist
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
12 months ago
csehatt741
f209519d95
Bugfix/investment calculation for activities in custom currency ( #4597 )
...
* Investment calculation for activities in custom currency
* Update changelog
12 months ago
Thomas Kaul
b2dcb1e7ac
Feature/improve subscription interstitial ( #4612 )
...
* Improve algorithm
* Set up skip button delay
12 months ago
Thomas Kaul
862de91e7b
Feature/respect watcher count in delete asset profile checkbox ( #4609 )
...
* Respect watchedByCount in delete asset profile checkbox
* Update changelog
12 months ago
Thomas Kaul
d2452791cc
Feature/update create watchlist item permission ( #4608 )
...
* Remove createWatchlistItem permission
1 year ago
Thomas Kaul
7fb0f9b6e8
Feature/refactor import service ( #4599 )
...
* Refactoring
1 year ago
Thomas Kaul
3b59d7989a
Feature/improve currency code validation ( #4598 )
...
* Improve currency code validation
* Update changelog
1 year ago
Thomas Kaul
50e7e3d3c7
Feature/simplify data source checks in DTOs ( #4581 )
...
* Simplify DataSource checks in DTOs
* Add test case
* Update changelog
1 year ago
Thomas Kaul
56fcafaa12
Feature/improve premium data provider handling in getQuotes() ( #4590 )
...
* Improve premium data provider handling in getQuotes()
1 year ago
Thomas Kaul
e67ccea673
Feature/rename User to user in subscription database schema ( #4576 )
...
* Rename User to user
* Update changelog
1 year ago
Kenrick Tandrian
416fa44cf0
Feature/create watchlist API endpoints ( #4570 )
...
* Create watchlist API endpoints
* Update changelog
1 year ago
Thomas Kaul
71fc3906c7
Feature/add performance calculation type to user settings ( #4567 )
...
* Add performance calculation type to user settings
* Update changelog
1 year ago
Thomas Kaul
3091c3f080
Feature/rename Subscription to subscriptions in user database schema ( #4575 )
...
* Rename Subscription to subscriptions
* Update changelog
1 year ago
Thomas Kaul
d6e0b499d9
Feature/migrate lookup by ISIN in Financial Modeling Prep service to stable API version ( #4573 )
...
* Migrate lookup by ISIN to stable API version
* Update changelog
1 year ago
Thomas Kaul
1ae5ba7f8a
Feature/parallelize asset profile requests in get quotes functionality of Financial Modeling Prep service ( #4569 )
...
* Parallelize asset profile requests
* Update changelog
1 year ago
Thomas Kaul
b6f87e46a7
Bugfix/fix asset class parsing in Financial Modeling Prep service for exchange rates ( #4559 )
...
* Fix the asset class parsing
* Update changelog
1 year ago
Thomas Kaul
f29f201a4f
Bugfix/add missing isActive flag in asset profile of custom currency ( #4557 )
...
* Add missing isActive flag
* Update changelog
1 year ago
Thomas Kaul
db38806812
Feature/refresh cryptocurrencies list 20250417 ( #4548 )
...
* Update cryptocurrencies.json
* Update changelog
1 year ago
csehatt741
3361666f63
Feature/activity in custom currency ( #4486 )
...
* Activity in custom currency
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
07ad7f2817
Bugfix/fix upgrade vs. renew subscription button labels ( #4549 )
...
* Fix upgrade vs. renew subscription button labels
1 year ago
Thomas Kaul
d23dfadbd0
Bugfix/fix active subscription in user table of admin control ( #4544 )
...
* Fix active subscription
* Update changelog
1 year ago
Thomas Kaul
94e53c7d4a
Feature/move subscription offer from info to user service ( #4533 )
...
* Move subscription offer from info to user service
* Update changelog
1 year ago
Thomas Kaul
6122da3f14
Feature/optimize get range query in market data service ( #4527 )
...
* Optimize query in getRange()
* Update changelog
1 year ago
csehatt741
42734dff75
Feature/deactivate asset profile on delisting (Yahoo Finance) ( #4524 )
...
* Deactivate asset profile on delisting (Yahoo Finance)
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
d1a4cb5037
Feature/improve financial modeling prep service ( #4528 )
...
* Improve service
* Set maximum number of symbols per request
* Migrate getQuotes to stable API version
* Update changelog
1 year ago
csehatt741
0f557f431e
Feature/add status column to market data table in admin control panel ( #4520 )
...
* Add status column to market data table in admin control panel
* Update changelog
1 year ago
Tobias Kugel
57748a18ef
Feature/add data gathering toggle to asset profile details dialog ( #4497 )
...
* Add data gathering toggle to asset profile details dialog
* Update changelog
1 year ago
Marcin Szymański
5754f01819
Feature/improve check for duplicates in preview step of activities import (comments) ( #4498 )
...
* Improve check for duplicates in preview step of activities import (comments)
* Update changelog
1 year ago
Tobias Kugel
91394160b9
Feature/Allow to edit identifier in asset profile dialog ( #4469 )
...
* Allow to edit identifier in asset profile dialog
* Update changelog
1 year ago
Shaunak Das
a13d6140cf
Feature/extend emergency fund X-ray rule to support assets ( #4485 )
...
* Extend emergency fund X-ray rule to support assets
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
31be526c11
Feature/restrict historical market data gathering to active asset profiles ( #4483 )
...
* Restrict historical market data gathering to active asset profiles
* Update changelog
1 year ago
Thomas Kaul
f08ed2dc68
Feature/add isActive flag to asset profile model ( #4479 )
...
* Add isActive to SymbolProfile model
* Update changelog
1 year ago
Thomas Kaul
c467c946d4
Bugfix/fix symbol validation in Yahoo Finance service ( #4472 )
...
* Fix symbol validation
* Add test cases
1 year ago
Thomas Kaul
a6952a0e37
Feature/extend get data sources in data provider service ( #4473 )
...
* Extend data sources
1 year ago
csehatt741
4842c347a9
Feature/generate new security token for user via admin control panel ( #4458 )
...
* Generate new security token for user via admin control panel
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Sayed Murtadha Ahmed
6c624fefc9
Feature/eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component ( #4462 )
...
* Eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component
* Update changelog
1 year ago
Ronnie Alsop
a9c3224856
Feature/add endpoint to localize site.webmanifest ( #4450 )
...
* Add endpoint to localize site.webmanifest
* Refactor rootUrl
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
csehatt741
198f73db00
Feature/improve export by applying filters on accounts and tags ( #4425 )
...
* Improve export by applying filters on accounts and tags
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
d8b305a343
Feature/add Storybook to sitemap.xml ( #4452 )
...
* Add Storybook
* Update changelog
1 year ago
Szymon Łągiewka
795e4582a8
Feature/replace lodash.uniq with Array.from + Set ( #4387 )
...
* Replace lodash.uniq with Array.from + Set
* Update chagnelog
1 year ago
csehatt741
efc0b1bf5a
Feature/support filters in AI prompt API ( #4431 )
...
* Support filters in AI prompt API
* Update changelog
1 year ago
Thomas Kaul
4db8c007f0
Bugfix/fix activities import with account balances ( #4446 )
...
* Fix import with account balances
* Update changelog
1 year ago
Thomas Kaul
6036547cf5
Feature/refactor portfolio calculator factory ( #4454 )
...
* Refactor portfolio calculator factory
1 year ago
Thomas Kaul
f17a95eb48
Feature/refresh cryptocurrencies list 20250316 ( #4449 )
...
* Update cryptocurrencies.json
* Update changelog
1 year ago
Thomas Kaul
6cd79fab31
Feature/rename TWR to ROAI ( #4453 )
...
* Rename TWR to ROAI
1 year ago
Thomas Kaul
5783497a66
Feature/improve symbol validation in Yahoo Finance service ( #4445 )
...
* Improve symbol validation
* Update changelog
1 year ago
Thomas Kaul
755ab15755
Feature/format name in financial modeling prep service ( #4441 )
...
* Format name
* Update changelog
1 year ago
Thomas Kaul
b90e3076d0
Feature/remove exchange rates from admin control overview ( #4439 )
...
* Remove exchange rates
* Update changelog
1 year ago
Thomas Kaul
2f868b8902
Feature/add guard to TransformDataSourceInRequestInterceptor ( #4438 )
...
* Add guard
1 year ago
Ken Tandrian
1917c17cf9
Bugfix/fix issue with serving Storybook related to contentSecurityPolicy ( #4437 )
...
* Fix issue with serving Storybook related to contentSecurityPolicy
* Update changelog
1 year ago
Thomas Kaul
70cd1a89b5
Feature/extend Ghostfolio data provider ( #4420 )
...
* Extend Ghostfolio data provider
1 year ago
Thomas Kaul
6bdfd8984f
Bugfix/fix fetching dividend and historical market data in Financial Modeling Prep service ( #4416 )
...
* Add default values
* Update changelog
1 year ago
Thomas Kaul
52081d6741
Bugfix/exclude Storybook from html template middleware ( #4414 )
...
* Exclude storybook
* Update changelog
1 year ago
csehatt741
cb1f488eb4
Feature/extend export by account balances ( #4390 )
...
* Extend export by account balances
* Update changelog
1 year ago
Ken Tandrian
bdde9dd314
Task/upgrade to simplewebauthn version 13.1 ( #4407 )
...
* Upgrade to simplewebauthn version 13.1
* Update changelog
1 year ago
csehatt741
589eefaa76
Feature/extend AI prompt API by mode ( #4395 )
...
* Extend AI prompt API by mode
* Update changelog
1 year ago
csehatt741
3a09996ca1
Bugfix/fix functionality to delete asset profile of custom currency ( #4354 )
...
* Fix functionality to delete asset profile of custom currency
* Update changelog
1 year ago
Thomas Kaul
8b353fbf66
Feature/introduce Promise.all() in getPerformance() of portfolio service ( #4381 )
...
* Introduce Promise.all()
* Update changelog
1 year ago
Thomas Kaul
8f4f29571b
Bugfix/fix export functionality of platforms ( #4379 )
...
* Fix export functionality of platforms
* Update changelog
1 year ago
Matt Fiddaman
6cdcf9622e
Bugfix/handle exception in benchmark service related to unnamed asset profiles ( #4355 )
...
* Handle exception in benchmark service related to unnamed asset profiles
* Update changelog
1 year ago
Thomas Kaul
a8d1248461
Feature/improve symbol lookup in Trackinsight service ( #4377 )
...
* Improve symbol lookup for EXCHANGE:SYMBOL pattern
* Update changelog
1 year ago
csehatt741
035306d4d8
Feature/add createdAt to snapshot and public portfolio endpoint response ( #4350 )
...
* Add createdAt to snapshot and public portfolio endpoint response
* Update changelog
---------
Co-authored-by: Verbindolai <nikolaiwieczorek@web.de>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Sayed Murtadha Ahmed
2f35f7225f
Feature/extend export by platforms ( #4360 )
...
* Extend export by platforms
* Update changelog
1 year ago
Thomas Kaul
168a679535
Feature/extend trackinsight data enhancer by cusip ( #4362 )
...
* Extend Trackinsight data enhancer by cusip
* Update changelog
1 year ago
Thomas Kaul
8f165d46e0
Feature/add cusip to asset profile model ( #4347 )
...
* Add CUSIP
* Update changelog
1 year ago
csehatt741
634bdf16d6
Feature/extend portfolio snapshot by activities count ( #4352 )
...
* Extend portfolio snapshot by activities count
* Update changelog
1 year ago
Shaunak Das
7577a452f0
Feature/add activities count to GET user endpoint ( #4351 )
...
* Add activities count to GET user endpoint
* Update changelog
1 year ago
Sayed Murtadha Ahmed
05b0728b2a
Feature/extend export by tags ( #4337 )
...
* Extend export by tags
* Update changelog
1 year ago
Thomas Kaul
69a0de28cd
Bugfix/fix issue with symbol profile overrides in historical market data table of admin control panel ( #4339 )
...
* Respect symbol profile overrides in market data controller (GET)
* Update changelog
1 year ago
Thomas Kaul
b2698fccbd
Feature/improve validation of currency management in admin control panel ( #4334 )
...
* Improve validation of currency management
* Update changelog
1 year ago
Thomas Kaul
e26b015407
Bugfix/cannot register cron jobs ( #4325 )
...
* Reorganize benchmark modules and move benchmarks endpoint
1 year ago
Thomas Kaul
ab9133fa24
Bugfix/fix gaps in chart of benchmark comparator ( #4311 )
...
* Fix benchmark interval
* Update changelog
1 year ago
Thomas Kaul
f1ab3ff8e8
Feature/modernize tags endpoint ( #4317 )
...
* Modernize tags endpoint
* Update changelog
1 year ago
Guillermo Tomás Fernández Martín
4f76ee6758
Feature/improve symbol lookup in Trackinsight data enhancer ( #4296 )
...
* Feature: enhance Trackinsight data fetching with symbol search fallback
* Feature: refactor Trackinsight symbol search for improved clarity and error handling
* Fixed style concerns and removed code duplication
* Minor improvements
* Update changelog
* Update changelog
* Clean up
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Ken Tandrian
ec8fce44a6
Feature/allow creating custom tags from holding detail dialog component ( #4308 )
...
* Allow creating custom tags from holding detail dialog component
* Extend create tag endpoint
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Amandee Ellawala
ab379f9abf
Feature/extend holding detail dialog by historical market data editor ( #4281 )
...
* Extend holding detail dialog by historical market data editor
* Update changelog
1 year ago
Shaunak Das
ece8c80aa1
Feature/regional market cluster risk for Asia-Pacific ( #4313 )
...
* Add regional market cluster risk for Asia-Pacific
* Update changelog
1 year ago
Thomas Kaul
c7f39d3884
Feature/exclude manual data source from encoding ( #4307 )
...
* Exclude MANUAL data source from encoding
1 year ago
Shaunak Das
b616274380
Feature/add regional market cluster risk for Japan ( #4309 )
...
* Add regional market cluster risk for Japan
* Update changelog
1 year ago
Shaunak Das
dee612b2a2
Feature/add regional market cluster risk for emerging markets ( #4291 )
...
* Add regional market cluster risk for emerging markets
* Update changelog
1 year ago
Thomas Kaul
5b786ba143
Feature/improve error handling in CoinGecko service ( #4287 )
...
* Improve error handling
* Update changelog
1 year ago
Shaunak Das
06298089db
Feature/add regional market cluster risk rule for Europe ( #4271 )
...
* Add regional market cluster risk rule for Europe
* Update changelog
1 year ago
Thomas Kaul
8878212487
Feature/expire snapshot cache on holding tags change ( #4277 )
...
* Expire snapshot cache on holding tags change
* Update changelog
1 year ago
Thomas Kaul
9905c428af
Feature/refactor regional market cluster risk rule for North America ( #4276 )
...
* Refactoring
1 year ago
Guillermo Tomás Fernández Martín
d4f28e2759
Feature/add support for ETF sector data in YahooFinanceDataEnhancer ( #4258 )
...
* Add support for ETF sector data in YahooFinanceDataEnhancer
* Update changelog
1 year ago
Shaunak Das
8bd869e1b2
Feature/add regional market cluster risk for north america ( #4240 )
...
* Add regional market cluster risk for north america
* Update changelog
1 year ago
Thomas Kaul
4cb4375514
Bugfix/fix issue with holdings and sectors while using symbol profile overrides ( #4234 )
...
* Fix issue with holdings and sectors while using symbol profile overrides
* Update changelog
1 year ago
Thomas Kaul
4b65b6277e
Feature/refresh cryptocurrencies list 20250123 ( #4245 )
...
* Update cryptocurrencies.json
* Update changelog
1 year ago
Thomas Kaul
cca26040bf
Feature/extend get asset profile in financial modeling prep service ( #4230 )
...
* Extend get asset profile by ETF website
1 year ago
Miguel Borges de Freitas
553c10ac91
Bugfix/fix issue with MIME type detection in scraper configuration ( #4237 )
...
* Fix issue with MIME type detection in scraper configuration
* Update changelog
1 year ago
Thomas Kaul
39ac6f352f
Feature/extend get historical in financial modeling prep service ( #4229 )
...
* Extend get historical
* Update changelog
1 year ago
Thomas Kaul
2e4ad7b0ea
Feature/move language localization for Polski from experimental to general availability ( #4200 )
...
* Move language localization for Polski from experimental to general availability
* Update changelog
1 year ago
Thomas Kaul
4e51a973c7
Feature/refactor is cryptocurrency check ( #4215 )
...
* Refactoring
1 year ago
Thomas Kaul
4d201acdbe
Feature/extend get dividends in financial modeling prep service ( #4210 )
...
* Extend get dividends
* Update changelog
1 year ago
Thomas Kaul
511a2d6d0d
Feature/extend asset profile data in financial modeling prep service ( #4206 )
...
* Extend asset profile data
* Update changelog
1 year ago
Thomas Kaul
40b628e0e7
Feature/extend search by isin in financial modeling prep service ( #4204 )
...
* Extend search by ISIN
* Update changelog
1 year ago
Ivan Kruglov
d5e64eaed4
Bugfix/fix issue with import of activities with type FEE ( #4187 )
...
* Fix import of activity with type FEE
* Update changelog
1 year ago
Thomas Kaul
e4968dbea7
Feature/extend health check endpoint by database and cache operations ( #4188 )
...
* Extend health check endpoint by database and cache operations
* Update changelog
1 year ago
Thomas Kaul
ec79a9efb6
Bugfix/fix exception in scraper configuration ( #4196 )
...
* Fix exception in scraper configuration
* Update changelog
1 year ago
Serhii Serdiuk
9fe19868b9
Feature/set up language localization for Ukrainian ( #4190 )
...
* Set up language localization for Ukrainian
* Update changelog
1 year ago
Szymon Łągiewka
ca45098de3
Feature/refactor various lodash functions with native JavaScript equivalents ( #4170 )
...
* Refactored various lodash functions with native JavaScript equivalents
* Update changelog
1 year ago
Thomas Kaul
86683a5bf3
Bugfix/fix AI prompt endpoint ( #4185 )
1 year ago
Thomas Kaul
8c7cb78c0b
Feature/add copy AI prompt to clipboard action to analysis page ( #4176 )
...
* Add copy AI prompt to clipboard action
* Update changelog
1 year ago
Thomas Kaul
2e72ac7faf
Feature/format quotes in info service urls ( #4174 )
...
* Format quotes
1 year ago
Szymon Łągiewka
87f6357d74
Feature/send original MIME type in logo endpoint ( #4173 )
...
* Send original MIME type in logo endpoint
* Update changelog
1 year ago
Thomas Kaul
bbbd974be6
Bugfix/improve handling of missing url in logo service ( #4171 )
...
* Improve handling of missing url
* Update changelog
1 year ago
Thomas Kaul
1cf7ffdee8
Feature/refresh cryptocurrencies list 20241230 ( #4165 )
...
* Update cryptocurrencies.json
* Update changelog
1 year ago
Szymon Łągiewka
7a602ea2d6
Feature/remove got in favor of using fetch ( #4154 )
...
* Remove got in favor of using fetch
* Update changelog
1 year ago
Thomas Kaul
167abe4107
Bugfix/fix algebraic sign in twitter bot service ( #4158 )
...
* Fix -0.0 to 0.0
* Update changelog
1 year ago
Szymon Łągiewka
74bc8222d6
Feature/Refactored `got` calls to use `AbortSignal.timeout()` without `AbortController()` ( #4153 )
...
* Feature/refactor got calls to use AbortSignal.timeout
Instead of manually creating AbortController and controlling the abort
with setTimeout.
Feature available since node v16.14.0 and v17.3.0[^1] and is built to
replace the exact scenario that all these requests have.
[^1]:https://nodejs.org/docs/latest-v22.x/api/globals.html#static-method-abortsignaltimeoutdelay
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Szymon Łągiewka
28f7781fa2
Feature/eliminate body-parser ( #4155 )
...
* Eliminate body-parser in favor of using @nestjs/platform-express
* Update changelog
1 year ago
Thomas Kaul
615278a887
Feature/improve automatic deletion of unused asset profiles ( #4149 )
...
* Improve automatic deletion of unused asset profiles
* Update changelog
1 year ago
Thomas Kaul
c9047e7c17
Feature/add user interface for received access ( #4146 )
...
* Add user interface for received access
* Update changelog
1 year ago
Thomas Kaul
f2638614d4
Feature/improve search for asset profiles with manual data source in create or update activity dialog ( #4142 )
...
* Improve search for asset profiles with MANUAL data source
* Update changelog
1 year ago
Thomas Kaul
7a19fc53b0
Feature/improve activities import by isin for yahoo finance ( #4140 )
...
* Allow activities import by isin even if multiple quotes found
* Update changelog
1 year ago
Thomas Kaul
6ee6121317
Feature/set up asset class cluster risk x-ray rule ( #4128 )
...
* Set up Asset Class Cluster Risk rule (equity)
* Set up Asset Class Cluster Risk rule (fixed income)
* Update changelog
1 year ago
Thomas Kaul
c3bd433ac9
Feature/move market data management from admin to dedicated endpoint ( #4125 )
...
* Move market data management from admin to dedicated endpoint
* Update changelog
1 year ago
Thomas Kaul
943ff2f0dc
Feature/improve usability of X-ray page by hiding empty rule categories ( #4108 )
...
* Hide empty rule categories
* Update changelog
1 year ago
Thomas Kaul
6ad9661d7f
Feature/improve language localization for de 20241214 ( #4123 )
...
* Update translations
* Update changelog
1 year ago
Thomas Kaul
de68841843
Feature/add user id to symbol profile database schema ( #4122 )
...
* Add userId to SymbolProfile database schema
* Update changelog
1 year ago
Thomas Kaul
f3712b293c
Bugfix/fix exception in portfolio calculator ( #4119 )
...
* Add guard
* Update changelog
1 year ago
Thomas Kaul
6341a6de6a
Feature/refactor X-ray summary ( #4116 )
...
* Refactor report statistics
1 year ago
Ed
febb4119c6
Bugfix/fix jsonpath import ( #4115 )
...
* Fix jsonpath import
* Update changelog
1 year ago
Thomas Kaul
0841f8bd5b
Bugfix/fix exception in portfolio calculator ( #4113 )
...
* Fix exception in portfolio calculator
* Update changelog
1 year ago
Thomas Kaul
291be3e605
Feature/extend X-ray page by summary ( #4107 )
...
* Add summary to X-ray page
* Update changelog
1 year ago
Thomas Kaul
ebef361d63
Bugfix/fix exception in portfolio calculator ( #4109 )
...
* Fix exception in portfolio calculator
* Update changelog
1 year ago
Thomas Kaul
0e01674552
Feature/set hashedKey of ApiKey to unique ( #4103 )
...
* Set hashedKey to unique
1 year ago
Thomas Kaul
13582afd93
Feature/Setup API keys for Ghostfolio data provider ( #4093 )
...
* Setup API keys for Ghostfolio data provider
1 year ago
Thomas Kaul
45095cfac0
Feature/expire cache entries immediately in case of errors in portfolio snapshot calculation ( #4099 )
...
* Expire cache entries immediately in case of errors
* Update changelog
1 year ago
Thomas Kaul
3194ed2145
Feature/improve usability of Ghostfolio data provider ( #4086 )
...
* Improve usability
1 year ago
Thomas Kaul
2067e8ea40
Feature/add support for dividends in Ghostfolio data provider ( #4081 )
...
* Add support for dividends
1 year ago
Thomas Kaul
c6525ec0f4
Feature/refresh cryptocurrencies list 20241127 ( #4077 )
...
* Update cryptocurrencies.json
* Update changelog
1 year ago
Thomas Kaul
66bbbc2cb8
Feature/improve error handling in Ghostfolio data provider ( #4079 )
...
* Improve error handling
1 year ago
Thomas Kaul
8fe767a4e3
Feature/increase default request timeout ( #4075 )
...
* Increase default request timeout
* Update changelog
1 year ago
Thomas Kaul
fc7e350cf7
Feature/extend users table of admin control panel ( #4076 )
...
* Extend users table
* Update changelog
1 year ago
Thomas Kaul
9ca901f6e6
Feature/improve api key management of ghostfolio data provider ( #4069 )
...
* Improve API key management
* Add fallback for language code
1 year ago
Thomas Kaul
5f98dfa5d6
Feature/set up Ghostfolio data provider ( #4016 )
...
* Set up Ghostfolio data provider
* Update translations
* Update changelog
1 year ago
Thomas Kaul
0bc52fd80e
Feature/harmonize log messages in data provider services ( #4064 )
...
* Harmonize log messages
1 year ago
Thomas Kaul
a8ea8a4599
Feature/refactor types in EOD historical data service ( #4063 )
...
* Refactor types
1 year ago
QURBAN AHMAD
6d440eb777
Feature/add count to admin user endpoint response ( #4058 )
...
* Add count to admin user endpoint response
* Update changelog
1 year ago
QURBAN AHMAD
e7356dc170
Feature/add pagination support to user endpoint ( #4050 )
...
* Add pagination support to user endpoint
* Update changelog
1 year ago
Thomas Kaul
0e7482938b
Feature/add black weeks 2024 blog post ( #4049 )
...
* Add Black Weeks 2024 blog post
* Update changelog
1 year ago
Amandee Ellawala
6057794eb6
Feature/extend assistant by holding selector ( #4031 )
...
* Extend assistant by holding selector
* Update changelog
1 year ago
Thomas Kaul
8fb484af4d
Bugfix/disable caching of benchmarks in markets overview if sharing ( #4027 )
...
* Disable caching of benchmarks if sharing mode
* Update changelog
1 year ago
Thomas Kaul
190bb4b6fb
Feature/refactor data gathering items ( #4032 )
...
* Refactoring
1 year ago
Thomas Kaul
9c27fb70aa
Feature/minor improvements in data provider service ( #4017 )
...
* Refactoring
1 year ago
Thomas Kaul
93001b68ad
Feature/introduce lookup response interface ( #4019 )
...
* Introduce lookup response interface
* Refactor lookup item interface
1 year ago
Thomas Kaul
a1fbdc2ebe
Bugfix/exception handling in user authorization ( #4015 )
...
* Add guard
* Update changelog
1 year ago
Thomas Kaul
b2aa31f4ba
Bugfix/handle missing Stripe api key exception ( #4013 )
...
* Conditionally initialize Stripe
1 year ago
Thomas Kaul
5652d19a88
Feature/upgrade stripe dependencies 20241102 ( #4009 )
...
* Upgrade stripe dependencies
* Update changelog
1 year ago
Thomas Kaul
a80ca507f8
Feature/add lastRequestAt to analytics ( #4010 )
...
* Add lastRequestAt to Analytics
1 year ago
Thomas Kaul
5f56812125
Feature/extend promotion system ( #4008 )
...
* Extend promotion system
1 year ago
Thomas Kaul
db53ef54c4
Feature/use log levels to conditionally log prisma query events ( #4003 )
...
* Use LOG_LEVELS for prisma query events
* Update changelog
1 year ago
Thomas Kaul
10e725b51a
Feature/Add dataProviderGhostfolioDailyRequests to Analytics ( #4001 )
...
* Add dataProviderGhostfolioDailyRequests to Analytics
1 year ago
Thomas Kaul
5de176a7ef
Feature/rename allocation cluster risk x ray rule ( #3994 )
...
* Rename Allocation Cluster Risk to Economic Market Cluster Risk
* Update changelog
2 years ago
Thomas Kaul
6a195a7a36
Feature/extend sitemap.xml by resources sub pages in de ( #3993 )
...
* Extend sitemap.xml
2 years ago
Sony Thomas
c790d0df21
Feature/Restructure resources page ( #3978 )
...
* Restructure resources page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
dw-0
d4c5d58781
Feature/Switch prefer-optional-chain eslint rule from warn to error ( #3983 )
...
* Switch prefer-optional-chain eslint rule from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2 years ago
dw-0
6a10b932b0
Feature/Switch consistent-type-assertions eslint rule from warn to error ( #3982 )
...
* Switch consistent-type-assertions eslint rule from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2 years ago
Thomas Kaul
4104fb2f8f
Feature/Improve subscription service ( #3989 )
...
* Various improvements
2 years ago
Thomas Kaul
fccac5640d
Bugfix/fix calculation of allocation cluster risk x ray rules ( #3988 )
...
* Fix calculation of allocation cluster risk X-ray rules
* Update changelog
2 years ago
dw-0
405ec0d2b2
Feature/switch the consistent-type-definitions eslint rule from warn to error ( #3980 )
...
* Switch the consistent-type-definitions eslint rule from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2 years ago
dw-0
76ff34b0c4
Feature/switch no-empty-function rule in eslint configuration from warn to error ( #3979 )
...
* Switch no-empty-function rule in eslint configuration from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2 years ago
Ivan Skvortsov
19b8c514f2
Feature/Add static portfolio analysis rule for developed Markets ( #3975 )
...
* Add static portfolio analysis rule: Allocation Cluster Risk (Developed Markets)
* Update changelog
2 years ago
vitalymatyushik
d325f8bfaf
Feature/Add static portfolio analysis rule for emerging Markets ( #3949 )
...
* Add static portfolio analysis rule: Allocation Cluster Risk (Emerging Markets)
* Update changelog
2 years ago
Thomas Kaul
51b68e561f
Feature/add support for mutual funds in eod historical data service ( #3970 )
...
* Add support for mutual funds
* Update changelog
2 years ago
Thomas Kaul
308d3b64b1
Feature/Remove empty constructors ( #3958 )
...
* Remove empty constructors
2 years ago
Thomas Kaul
04b056e4e5
Feature/switch to adjusted market prices in get historical of eod historical data service ( #3934 )
...
* Switch to adjusted market prices in getHistorical()
* Update changelog
2 years ago
Thomas Kaul
ce6f175f9a
Bugfix/fix usage of processor portfolio snapshot computation concurrency env variable ( #3936 )
...
* Fix usage of PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_CONCURRENCY
* Update changelog
2 years ago
Thomas Kaul
6696a4447a
Feature/Refactor test ok-novn-buy-and-sell-partially to load json file ( #3935 )
...
* Refactor test to load json file
2 years ago