Ghostfolio

Commit Graph

Author	SHA1	Message	Date
Thomas Kaul	aad8f77093	Feature/improve allocations by account (#308 ) * Improve allocations by account * Eliminate accounts from PortfolioPosition * Ignore cash assets in the allocation chart by sector, continent and country * Add missing accounts to portfolio details * Update changelog	5 years ago
Thomas Kaul	c2ab6a6c44	Feature/improve portfolio details endpoint (#302 ) * Make details endpoint fault tolerant (do not throw error) * Update changelog	5 years ago
Thomas Kaul	c71a4c078e	Bugfix/convert g bp to gbp in yahoo finance service (#301 ) * Fix currency inconsistency in the yahoo finance service (GBp to GBP) * Update changelog	5 years ago
Thomas Kaul	e17b217032	Bugfix/fix issue on buy date in position detail dialog (#297 ) * Fix issue on buy date * Update changelog	5 years ago
Thomas Kaul	05b0efef82	Feature/add restricted view (#295 ) * Add restricted view * Update changelog	5 years ago
Thomas Kaul	0ee2258af8	Feature/improve impersonation mode (#293 ) * Improve the impersonation mode * Update changelog	5 years ago
Valentin Zickner	308b218487	introduce basic module structure for data provider (#278 ) * introduce basic module structure for data provider * introduce DataGatheringModule * introduce ExchangeRateDataModule * introduce ImpersonationModule * move RulesService * cleanup portfolio module * Sort imports Co-authored-by: Valentin Zickner <github@zickner.ch> Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	5 years ago
Thomas	77936e3bf3	Feature/improve users table (#291 ) * Improve users table * Engagement / Day * Registration * Update changelog	5 years ago
Thomas	b898c0678d	Feature/refactor exchange rate service (#289 ) * Refactor exchange rate service * Update changelog	5 years ago
Thomas	96a615dc5d	Bugfix/only allow supported currencies in symbol search (#287 ) * Only allow supported currencies in symbol search * Update changelog	5 years ago
Thomas	98f44323da	Feature/improve usability of tabs on home page (#283 ) * Improve usability: lazy load endpoints on tab change * Feature/improve portfolio summary (#285) * Update changelog	5 years ago
Thomas	908aba170d	Fix position chart for missing historical data (#284 ) * Fix position chart for missing historical data * Update changelog	5 years ago
Thomas	8ac1272a9d	Feature/eliminate name from scraper config (#277 ) * Eliminate name from scraper config * Update changelog	5 years ago
Thomas	0a85a56c67	Respect cash balance in allocations, do not hide cryptocurrency holdings (#280 ) * Respect cash balance in allocations, do not hide cryptocurrency holdings * Update changelog	5 years ago
Thomas	4ad5590838	Feature/improve data gathering (#276 ) * Improve data gathering * Refactoring * On server restart, only reset if hanging in LOCKED_DATA_GATHERING state * Update changelog	5 years ago
Thomas	80d043729d	Feature/replace type with asset class (#274 ) * Improved the asset classification * Add assetClass to symbolProfile * Remove type from position * Update changelog	5 years ago
Thomas	37358fb480	Bugfix/add fallback if exchange service is not initialized (#264 ) * Add fallback and log error * Update changelog	5 years ago
Thomas	3589e72aea	Harmonize prisma service (#266 )	5 years ago
Thomas	e68aa1fa68	Clean up imports (#267 )	5 years ago
Thomas	bb76ace95d	Feature/improve support for draft transactions (#265 ) * Improve support for draft transactions * Update changelog	5 years ago
Valentin Zickner	dfcf826b4f	implement support for buy-sell(-buy) scenario (#262 ) Co-authored-by: Valentin Zickner <github@zickner.ch>	5 years ago
Valentin Zickner	218efbb5bd	fix position diagram for sold items (#261 ) * fix position diagram for sold items * Add missing data to position from the past * Update changelog Co-authored-by: Valentin Zickner <github@zickner.ch> Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	5 years ago
Valentin Zickner	ba3b4564cd	Bugfix/dashboard currencies (#260 ) * filter list of orders only for relevant orders * Update changelog Co-authored-by: Valentin Zickner <github@zickner.ch> Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	5 years ago
Valentin Zickner	bf256ae50c	fix position currency conversion (#256 ) Co-authored-by: Valentin Zickner <github@zickner.ch>	5 years ago
Thomas	7f047362cc	Bugfix/fix division by zero in calculate overall gross performance (#253 ) * Fix error with division by zero * Update changelog	5 years ago
Thomas	94d2310217	Bugfix/fix spike of positions with differing currency of user (#248 ) * Convert market price back to currency of position * Update changelog	5 years ago
Thomas	b7d950f3f9	Bugfix/fix missing market state in positions (#250 ) * Fix missing market state in positions * Update changelog	5 years ago
Thomas	4bd41ffa41	Feature/eliminate name from timeline position (#245 ) * Eliminate name from timeline position: Get the name from the symbolProfileService instead * Update changelog	5 years ago
Thomas	423ceec317	Feature/remove symbol icon from dialog header (#244 ) * Remove symbol icon from dialog header * Clean up code	5 years ago
Valentin Zickner	5b4a1785ae	fix investment values for portfolio.service.ts (#243 ) * fix investment values for portfolio.service.ts * Update changelog Co-authored-by: Valentin Zickner <github@zickner.ch> Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	5 years ago
Thomas	823501f43e	Sort imports (#242 )	5 years ago
Valentin Zickner	331ac7ded2	remove unused method in portfolio.service.ts (#240 ) Co-authored-by: Valentin Zickner <github@zickner.ch>	5 years ago
Valentin Zickner	982ba7377a	remove legacy portfolio.ts	5 years ago
Valentin Zickner	4bbd17a37a	fix tests	5 years ago
Thomas	6a7def6c48	Clean up	5 years ago
Thomas	ea219f0b88	Add guard	5 years ago
Valentin Zickner	23b2e03923	refactor rule evaluation	5 years ago
Valentin Zickner	04e6518226	move report generation to PortfolioService	5 years ago
Valentin Zickner	72dbe00091	change rule service interface	5 years ago
Valentin Zickner	9834c52739	refactor rule settings	5 years ago
Thomas	c47578bd3e	Clean up	5 years ago
Thomas	9e4a49d811	Remove fallback	5 years ago
Thomas	a3a98c68a5	Fix missing currency conversion	5 years ago
Thomas	21570cca19	Fix impersonation in performance endpoint	5 years ago
Valentin Zickner	71a3115fc6	refactor get position endpoint Co-authored-by: Thomas <dotsilver@gmail.com>	5 years ago
Valentin Zickner	de83dc7b84	create investment endpoint for analysis timeline Co-authored-by: Thomas <dotsilver@gmail.com>	5 years ago
Valentin Zickner	4a0695613e	refactor PortfolioService#getOverview Co-authored-by: Thomas <dotsilver@gmail.com>	5 years ago
Valentin Zickner	328d814922	remove getPerformance from portfolio.ts Co-authored-by: Thomas <dotsilver@gmail.com>	5 years ago
Valentin Zickner	d23addb673	change getDetails to portfolio-calculator.ts Co-authored-by: Thomas <dotsilver@gmail.com>	5 years ago
Thomas	fb15cebb64	Add test (#237 ) * Add test * fix calculation for overall gross performance percentage Co-authored-by: Valentin Zickner <github@zickner.ch>	5 years ago

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187 Commits (aad8f770931ea3d245339dc95d8f8df4d7eccc06)