bcc8cb1e5b
Feature/modernize rules implementation ( #3869 )
...
* Modernize rules implementation
* Include markets in details
1 year ago
24a3d92da0
Feature/add business logic of rule settings ( #3826 )
...
* Add business logic of rule settings
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
2b212078b8
Feature/add support to deactivate x-ray rules ( #3537 )
...
* Add support to deactivate X-ray rules
* Update changelog
2 years ago
ffc6309850
Feature/refactor thresholds of x ray rules ( #3545 )
...
* Refactor thresholds
* Update changelog
2 years ago
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
...
* Set up caching
* Update changelog
2 years ago
b51255a543
Feature/add key to x ray rule ( #3248 )
...
* Add key
* Update changelog
2 years ago
38c2baf943
Feature/improve exception handling of current investments in various rules ( #3156 )
...
* Improve exception handling
* Update changelog
2 years ago
4ab3f81384
Extract getFactor() ( #3089 )
...
* Extract getFactor()
* Refactoring
2 years ago
e921ed7f52
Reorder imports ( #2988 )
2 years ago
5fa0540936
Feature/add emergency fund setup to static portfolio analysis rules ( #2400 )
...
* Add new static portfolio analysis rule: Emergency fund setup
* Update changelog
2 years ago
1ca3792a4b
Feature/clean up initial values from x ray ( #1914 )
...
* Clean up initial (original) values from X-Ray
* Refactor current to valueInBaseCurrency
* Update changelog
3 years ago
513a564e2c
Restructure services ( #1891 )
3 years ago
a7e5a316be
Bugfix/fix big.js exception in report endpoint ( #1586 )
...
* Fix exception with missing marketPrice
* Update changelog
3 years ago
1dbb5db611
Feature/improve wording in single account rule ( #1479 )
...
* Improve wording
* Update changelog
3 years ago
fc4bb71184
Feature/migrate date range setting to user settings ( #1239 )
...
* Migrate date range to user settings
* Refactor currency and view mode in the user user settings
* Update changelog
4 years ago
fa41e25c8f
Release/1.131.1 ( #804 )
...
* Add API version
* Update changelog
4 years ago
556be61fff
Bugfix/fix unresolved account names in reports ( #636 )
...
* Fix unresolved account names
* Update changelog
4 years ago
e78755c280
Replace OrderType with Type (prisma) ( #560 )
4 years ago
dcee651098
Feature/support unlimited currencies ( #387 )
...
* Support unlimited currencies
* Update changelog
4 years ago
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
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
bb76ace95d
Feature/improve support for draft transactions ( #265 )
...
* Improve support for draft transactions
* Update changelog
5 years ago
423ceec317
Feature/remove symbol icon from dialog header ( #244 )
...
* Remove symbol icon from dialog header
* Clean up code
5 years ago
823501f43e
Sort imports ( #242 )
5 years ago
982ba7377a
remove legacy portfolio.ts
5 years ago
4bbd17a37a
fix tests
5 years ago
23b2e03923
refactor rule evaluation
5 years ago
04e6518226
move report generation to PortfolioService
5 years ago
72dbe00091
change rule service interface
5 years ago
9834c52739
refactor rule settings
5 years ago
4a0695613e
refactor PortfolioService#getOverview
...
Co-authored-by: Thomas <dotsilver@gmail.com>
5 years ago
328d814922
remove getPerformance from portfolio.ts
...
Co-authored-by: Thomas <dotsilver@gmail.com>
5 years ago
cbdb68e2f8
Refactoring
5 years ago
1226c26a9d
Refactor positions
5 years ago
67606e4026
Extend current rate service test
5 years ago
f22991b090
Feature/respect cash balance in analysis ( #203 )
...
* Respect cash balance in in analysis
* Update changelog
5 years ago
2c19d8c8e7
Feature/add balance to account ( #193 )
...
* Add balance attribute and calculate total balance
* Update changelog
5 years ago
290e93bbd7
Release 1.23.1 ( #191 )
5 years ago
92d321a001
Drafts for orders ( #187 )
...
* Render the future with a dashed border
* Update changelog
5 years ago
0264b592b9
Feature/improve investments by sector ( #172 )
...
* Improve investments analysis by sector
* Update changelog
5 years ago
e87c942cb8
Add webauthn ( #82 )
...
* Add webauthn
* Complete WebAuthn device sign up and login
* Move device registration to account page
* Replace the token login with a WebAuthn prompt if the current device has been registered
* Mark the current device in the list of registered auth devices
* Fix after rebase
* Fix tests
* Disable "Add current device" button if current device is registered
* Add option to "Stay signed in"
* Remove device list feature, sign in with deviceId instead
* Improve usability
* Update changelog
Co-authored-by: Matthias Frey <mfrey43@gmail.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
5 years ago
6a03120225
Feature/add symbol profile model ( #148 )
...
* Add symbol profile model and positions by country chart
* Add positions by continent chart
* Fix tests
* Extend seed
* Update changelog
5 years ago
ef272360fb
Feature/render average prices in position detail chart ( #144 )
...
* Render average buy prices
* Update changelog
5 years ago
146b5201b5
Feature/make x ray rules order consistent ( #134 )
...
* Make order of X-ray rules consistent
* Update changelog
5 years ago
78a4946e8b
Feature/zen mode ( #110 )
...
* Start with implementation
* Refactor AuthGuard, persist displayMode in user settings
* Refactor DisplayMode to ViewMode
* Update changelog
5 years ago
abd0e08566
Introduce @ghostfolio/common lib ( #102 )
5 years ago
c973ffd3ba
Feature/reorganize helper lib ( #100 )
...
Reorganize helper lib (Move interfaces and types)
* InfoItem
* PortfolioItem
* PortfolioOverview
* PortfolioPerformance
* Position
* PortfolioPosition
* PortfolioReport
* PortfolioReportRule
* User
* UserSettings
* DateRange
* AdminData
* AccessWithGranteeUser
* OrderWithAccount
* Granularity
* UserWithSettings
* RequestWithUser
5 years ago
368de7dedc
Extend unit tests ( #99 )
5 years ago
5d36d3a6bb
remove database dependencies for test execution ( #96 )
...
Co-Authored-By: Valentin Zickner <valentin@coderworks.de>
5 years ago
111d8d8e3c
Feature/rename share to allocation in columns of positions table ( #93 )
...
* Rename columns
* Initial Share -> Initial Allocation
* Current Share -> Current Allocation
* Update changelog
5 years ago
Thomas Kaul
Shaunak Das
Bastien Jeannelle
Valentin Zickner
Valentin Zickner
Matthias Frey