Thomas Kaul
fc7e350cf7
Feature/extend users table of admin control panel ( #4076 )
...
* Extend users table
* Update changelog
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
Jory Hogeveen
707c77f0cf
Feature/extend allocations by ETF holding with parent ETFs ( #4044 )
...
* Extend allocations by ETF holding with parent ETFs
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
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
Amandee Ellawala
6057794eb6
Feature/extend assistant by holding selector ( #4031 )
...
* Extend assistant by holding selector
* Update changelog
1 year ago
Thomas Kaul
70f2f01f8f
Bugfix/fix algebraic sign in label of treemap chart ( #4030 )
...
* Fix algebraic sign
* Update changelog
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
5f56812125
Feature/extend promotion system ( #4008 )
...
* Extend promotion system
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
dw-0
e05f481344
Feature/Switch consistent-generic-constructors eslint rule from warn to error ( #3985 )
...
* Switch consistent-generic-constructors eslint rule from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.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
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
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
Veer Chaurasia
e25aebf26f
Feature/improve font color assignment in tree map chart component ( #3954 )
...
* Improve font color assignment in tree map chart component
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
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
a5331dd32b
Feature/optimize dialog sizes for mobile ( #3964 )
...
* Optimize dialog sizes for mobile
* Update changelog
2 years ago
Thomas Kaul
308d3b64b1
Feature/Remove empty constructors ( #3958 )
...
* Remove empty constructors
2 years ago
Thomas Kaul
a414cfab52
Feature/add data providers management to admin control panel ( #3950 )
...
* Add data providers management to admin control panel
* Update changelog
2 years ago
Thomas Kaul
68cb4b27d1
Feature/add logotype to footer ( #3947 )
...
* Add logo type to footer
* Update changelog
2 years ago
vitalymatyushik
6e4758a183
Feature/Improve backgrounds in tree map chart ( #3938 )
...
* Improve backgrounds in tree map chart
* Update changelog
2 years ago
Thomas Kaul
6bb7c0d196
Bugfix/fix style selector in carousel component ( #3948 )
...
* Fix style selector
* Update changelog
2 years ago
Thomas Kaul
d59dfc3d5b
Feature/Archive discontinued personal finance tools ( #3945 )
...
* Archive discontinued personal finance tools
2 years ago
Thomas Kaul
ba52e385a1
Feature/extend personal finance tools 20241017 ( #3944 )
...
* Add Leafs
* Add FIREkit
2 years ago
Thomas Kaul
7f30424792
Feature/improve empty state in benchmarks of markets overview ( #3939 )
...
* Improve empty state
* 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
144e5da753
Feature/add units to x ray rule settings ( #3926 )
...
* Introduce unit
* Update changelog
2 years ago
vitalymatyushik
7f97168aa7
Feature/disable text hover effect in tree map chart ( #3929 )
...
* Disable text hover effect in tree map chart
* Update changelog
2 years ago
dw-0
a14c10bad2
Feature/Enable unused compiler options in tsconfig ( #3895 )
...
* Enable noUnusedLocals noUnusedParameters in compiler options of tsconfig
* Update changelog
2 years ago
Madhab Chandra Sahoo
67a147bd96
Feature/Improve background color assignment in treemap chart component ( #3918 )
...
* Improve background color assignment in treemap chart component
* Update changelog
2 years ago
Thomas Kaul
f8da265f5f
Feature/restructure XRayRulesSettings ( #3898 )
...
* Restructure XRayRulesSettings
* Update changelog
2 years ago
Thomas Kaul
aee5e833a5
Feature/harmonize processor concurrency environment variables ( #3913 )
...
* Harmonize processor concurrency environment variables
* Update changelog
2 years ago
Tushar Agarwal
3289bd5cc9
Feature/Simplify labels in treemap chart ( #3912 )
...
* Simplify labels in treemap chart
* Update changelog
2 years ago
ceroma
c44da0bce3
Feature/expose portfolio snapshot computation timeout as environment variable ( #3894 )
...
* Expose portfolio snapshot computation timeout as environment variable
* Update changelog
2 years ago
Uday R
d158d0c326
Feature/Extend tooltip in treemap chart component by name ( #3907 )
...
* Extend tooltip in treemap chart component by name
* Update changelog
2 years ago
Uday R
7252a54ae0
Feature/Set up tooltip in treemap chart component ( #3897 )
...
* Set up tooltip in treemap chart component
* Update changelog
2 years ago
Matej Gerek
98957d282e
Feature/move tags from info to user service ( #3859 )
...
* Move tags from info to user service
* Update changelog
2 years ago
dw-0
fc5ed887ff
Feature/Set prefer-const to error in eslint configuration ( #3888 )
...
* Set prefer-const to error in eslint configuration
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2 years ago
Thomas Kaul
29d3b762a8
Feature/switch typescript-eslint no-unused-vars to error ( #3887 )
...
* Switch @typescript-eslint/no-unused-vars to error
2 years ago
Thomas Kaul
bce18f7261
Feature/reuse advanced markets calculation in portfolio details endpoint ( #3884 )
2 years ago
dw-0
f0f67cdacb
Feature/set up stylisticTypeChecked rule in eslint configuration ( #3878 )
...
* Set up stylisticTypeChecked rule in eslint configuration
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2 years ago
Thomas Kaul
f48ce4e1ae
Feature/reuse markets calculation in portfolio details endpoint ( #3883 )
...
* Reuse markets calculation in portfolio details endpoint
* Update changelog
2 years ago
Thomas Kaul
b50a1fc63d
Feature/reuse markets calculation in public portfolio endpoint ( #3882 )
...
* Reuse markets calculation in public portfolio endpoint
* Update changelog
2 years ago
Thomas Kaul
e715ce14e5
Feature/switch typescript-eslint no-unused-expressions rule to error ( #3872 )
...
* Switch @typescript-eslint/no-unused-expressions to error (remove from eslint configuration)
2 years ago
dw-0
e2ae43bf28
Feature/set up recommendedTypeChecked rule in eslint configuration ( #3876 )
...
* Set up recommendedTypeChecked rule in eslint configuration
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2 years ago
Thomas Kaul
f3e2091ff4
Feature/refactor markets calculation in details of portfolio service ( #3871 )
...
* Refactor markets calculation
2 years ago
Thomas Kaul
bcc8cb1e5b
Feature/modernize rules implementation ( #3869 )
...
* Modernize rules implementation
* Include markets in details
2 years ago
dw-0
dd28f38e60
Bugfix/fix eslint configuration ( #3852 )
...
* Fix eslint configuration
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2 years ago
Thomas Kaul
9b8f552ee2
Feature/improve language localization for de 20241003 ( #3863 )
...
* Update translations
2 years ago
dw-0
85a7838a96
Feature/show message if no results have been found in activity dialog ( #3854 )
...
* Show message if no results have been found in activity dialog
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Dmytro Werner
8364f7f703
Feature/set up output for click in activities table component ( #3856 )
...
* Set up @output for click in activities table component
2 years ago
Prakhar Sharma
7f6b8145d7
Feature/set up output for click in holdings table component ( #3851 )
...
* Set up @Output for click in holdings table component
2 years ago
Shaunak Das
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>
2 years ago
Thomas Kaul
d00d7ac1dd
Feature/add support for archived product page ( #3843 )
...
* Add support for archived product page
2 years ago
Thomas Kaul
85cc72627b
Feature/add user id to tag database schema ( #3837 )
...
* Add user id to tag database schema
* Update changelog
2 years ago
Thomas Kaul
e8f0d2bb14
Feature/consider availability of date range selector and filters in assistant per view ( #3824 )
...
* Consider availability of date range selector and filters in assistant per view
* Update changelog
2 years ago
Thomas Kaul
bb445ddf2e
Feature/improve experimental chart in account detail dialog ( #3813 )
...
* Improve chart in account detail dialog
* Update changelog
2 years ago
Thomas Kaul
4a97e2bb54
Feature/align holdings and regions of public page with allocations page ( #3815 )
...
* Align holdings and regions of public page with allocations page
* Update changelog
2 years ago
Thomas Kaul
e301dc5612
Feature/add horizontal lines to separate delete actions in menus ( #3805 )
...
* Add horizontal lines to separate delete action
* Update changelog
2 years ago
Thomas Kaul
336f7b002c
Feature/extend personal finance tools ( #3801 )
...
* Add Finanzfluss Copilot
2 years ago
Thomas Kaul
be09acdb24
Feature/expose concurrency of data gathering processor as environment variable ( #3799 )
...
* Expose concurrency of data gathering processor
* PROCESSOR_CONCURRENCY_GATHER_ASSET_PROFILE
* PROCESSOR_CONCURRENCY_GATHER_HISTORICAL_MARKET_DATA
* Update changelog
2 years ago
Thomas Kaul
e918970feb
Feature/expose concurrency of portfolio snapshot calculation as environment variable ( #3796 )
...
* Expose PROCESSOR_CONCURRENCY_PORTFOLIO_SNAPSHOT
* Update changelog
2 years ago
Thomas Kaul
7053aba2da
Feature/add portfolio performance metrics to public page ( #3793 )
...
* Add portfolio performance metrics
* Update changelog
2 years ago
Thomas Kaul
583c14128b
Feature/extend public api with portfolio performance metrics endpoint ( #3762 )
...
* Extend Public API with portfolio performance metrics endpoint
* Update changelog
2 years ago
Thomas Kaul
f0df8a5254
Feature/add snake-case hint to localized routes ( #3783 )
...
* Add snake-case hint to localized routes
2 years ago
Nikolai
38ac3d387b
Feature/extend market data endpoint by lastMarketPrice ( #3752 )
...
* Extend market data endpoint by lastMarketPrice
* Integrate last market price in admin market data
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
3de192c65e
Feature/expose thresholds in rule settings ( #3770 )
2 years ago
Thomas Kaul
d236ecfe85
Feature/extend personal finance tools 20240914 ( #3767 )
...
* Add Buxfer
* Add Moneydance
* Add Banktivity
* Add Microsoft Money
* Add Masttro
* Add WealthPosition
2 years ago
Thomas Kaul
5a4f1c03cb
Feature/extend personal finance tools ( #3751 )
...
Add etops
2 years ago
Thomas Kaul
403ee2741d
Feature/set up portfolio snapshot queue ( #3725 )
...
* Set up portfolio snapshot queue
* Update changelog
2 years ago
Shaunak Das
383a02519a
Feature/extend filters of order endpoint ( #3743 )
...
* Extend filters of order endpoint
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
9cd4321bd0
Feature/extract users from admin control panel endpoint to dedicated endpoint ( #3740 )
...
* Introduce GET api/v1/admin/user endpoint
* Update changelog
2 years ago
Thomas Kaul
df5e2f5f0e
Feature/extract common CACHE_TTL as constants ( #3722 )
...
Extract CACHE_TTL
* CACHE_TTL_NO_CACHE
* CACHE_TTL_INFINITE
2 years ago
Shaunak Das
7ea9061852
Feature/execute scraper configuration instantly ( #3723 )
...
* Execute scraper configuration instantly
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Daniel Idem
8018236942
Bugfix/fix carousel component ( #3709 )
...
* Fix carousel component
* Update changelog
2 years ago
Thomas Kaul
d08e8b4fd8
Feature/expose max chart items as env variable ( #3701 )
...
* Expose MAX_CHART_ITEMS as env variable
* Update changelog
2 years ago
Thomas Kaul
e4074f95c9
Feature/handle activities of excluded accounts ( #3697 )
...
* Handle activities of excluded accounts
2 years ago
gizmodus
f360a12823
Feature/rework portfolio calculator ( #3393 )
...
* Rework portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Bastien Jeannelle
2b212078b8
Feature/add support to deactivate x-ray rules ( #3537 )
...
* Add support to deactivate X-ray rules
* Update changelog
2 years ago
Thomas Kaul
ac5aec9262
Feature/extend personal finance tools 20240820 ( #3685 )
...
* Add Ziggma
2 years ago
Thomas Kaul
9f5707d4f5
Feature/extend personal finance tools 20240819 ( #3682 )
...
* Add CoinTracking
2 years ago
Thomas Kaul
bce9b2f4bb
Bugfix/fix clone functionality of activity ( #3678 )
...
* Fix clone functionality
* Update changelog
2 years ago
Daniel Idem
952c2b71a2
Feature/reuse notification service for confirm dialogs ( #3671 )
...
* Reuse notification service for confirm dialogs
2 years ago
Thomas Kaul
26277803c6
Bugfix/fix parse date in date helper ( #3675 )
...
Handle empty date string
2 years ago
Daniel Idem
56ddbaf972
Feature/reuse notification service for alert dialogs ( #3670 )
...
* Reuse notification service for alert dialogs
2 years ago
Thomas Kaul
2893d71377
Feature/set up notification service ( #3663 )
...
* Set up notification service
* Update changelog
2 years ago
Thomas Kaul
9246a73f41
Feature/refactor dark theme css selector ( #3662 )
...
* Refactor dark theme CSS selector
* Update changelog
2 years ago
Thomas Kaul
c34959896c
Feature/improve color assignment with annualized performance in treemap chart ( #3657 )
...
* Improve color assignment
* Update changelog
2 years ago
Thomas Kaul
0f46ca4db2
Feature/extend personal finance tools 20240809 ( #3656 )
...
* Add Sarmaaya.pk
* Add Investify
* Add FINATEKA
* Add Plainzer
2 years ago
Thomas Kaul
757ff527d0
Feature/extend personal finance tools 20240803 ( #3634 )
...
* Add Capitalyse
2 years ago
Thomas Kaul
41f5801b5e
Feature/refactor unique asset type to asset profile identifier ( #3636 )
...
* Refactoring
2 years ago
Thomas Kaul
02db0db733
Feature/persist view mode of holdings tab on home page ( #3624 )
...
* Persist view mode of holdings in user settings
* Update changelog
2 years ago
Thomas Kaul
fcc2ab1a48
Feature/change color assignment by annualized performance in treemap chart ( #3617 )
...
* Change color assignment to annualized performance
* Update changelog
2 years ago
Thomas Kaul
e228b4925c
Feature/update notes of personal finance tools ( #3611 )
...
* Update notes
2 years ago
Thomas Kaul
43fca7ff43
Feature/improve personal finance tools product page ( #3599 )
...
* Localize origin
* Localize regions
* Localize tags
2 years ago
Thomas Kaul
faa6af5694
Feature/improve handling of numerical precision in value component ( #3595 )
...
* Improve handling of numerical precision in value component
* Update changelog
2 years ago
Thomas Kaul
3f6319e00b
Feature/setup catala ( #3593 )
...
* Set up Català
* Update changelog
2 years ago
Thomas Kaul
ba78c2783d
Feature/improve numerical precision in holding detail dialog ( #3584 )
...
* Improve numerical precision in holding detail dialog
* Update changelog
2 years ago
Thomas Kaul
da5be3fb57
Feature/reuse open-color in portfolio proportion chart component ( #3562 )
...
* Reuse open-color
2 years ago
Thomas Kaul
43afb16808
Feature/introduce isUsedByUsersWithSubscription flag ( #3573 )
2 years ago
Thomas Kaul
9d6214e93a
Bugfix/fix fees calculation in portfolio summary ( #3567 )
...
* Fix fees calculation
* Update changelog
2 years ago
Thomas Kaul
6eb9d9d973
Feature/extend personal finance tools 20240713 ( #3565 )
2 years ago
Thomas Kaul
9ecc3176a5
Feature/improve treemap chart for holdings ( #3563 )
...
* Various improvements
* Introduce permission: accessHoldingsChart
* Improve style of toggle
* Add border radius
* Update changelog
2 years ago
Thomas Kaul
4063c62a17
Feature/setup treemap chart for holdings ( #3560 )
...
* Setup treemap chart
* Update changelog
2 years ago
Thomas Kaul
4d3dff3e5b
Feature/extend personal finance tools 20240629 ( #3528 )
...
* Add Anlage.App
* Add Portfoloo
* Add SharesMaster
* Add Merlin
* Add Holistic
* Add AlphaTrackr
* Add Segmio
2 years ago
Thomas Kaul
ee086638f3
Feature/add benchmarks preset to admin control panel ( #3513 )
...
* Add benchmarks preset
* Update changelog
2 years ago
Thomas Kaul
c4499df74c
Feature/add wealthy tracker ( #3510 )
...
* Add Wealthy Tracker
2 years ago
Eduardo Marinho
ff121243e4
Feature/extend asset profile for currency ( #3495 )
...
* Extend asset profile for currency
* Update changelog
2 years ago
Thomas Kaul
0780ee4adb
Feature/improve language localization for de 20240620 ( #3504 )
...
* Update translations
* Update changelog
2 years ago
Thomas Kaul
6c2acf2aa6
Feature/set up ssl for local development ( #3482 )
...
* Set up SSL for local development
* Update changelog
2 years ago
Thomas Kaul
519827045a
Feature/add dialog for benchmarks in markets overview ( #3493 )
...
* Add benchmarks dialog in markets overview
* Update changelog
2 years ago
Thomas Kaul
bf20a5de82
Feature/improve date validation in activity endpoints ( #3489 )
...
* Improve date validation
* Update changelog
2 years ago
Eduardo Marinho
873fd53715
Feature/extend market data with currencies preset by activities count and date ( #3460 )
...
* Extend market data with currencies preset by activities count and date
* Update changelog
2 years ago
Thomas Kaul
cc92592d86
Feature/refactor personal finance tools section ( #3478 )
...
* Refactoring
2 years ago
Thomas Kaul
f5e6f7dcfe
Bugfix/fix initialization of fire calculator ( #3470 )
...
* Fix initialization
* Update changelog
2 years ago
Thomas Kaul
87501e094d
Feature/improve allocations by ETF holding for mobile ( #3469 )
2 years ago
Thomas Kaul
23e4d5454d
Feature/improve allocations by etf holding ( #3467 )
...
* Improve allocations by ETF holding
* Update changelog
2 years ago
Thomas Kaul
8a9ae9bb33
Feature/allocations by etf holding ( #3464 )
...
* Setup allocations by ETF holding
* Update changelog
2 years ago
Thomas Kaul
6d941500cd
Bugfix/fix default locale in value component ( #3454 )
...
* Fix default locale
* Update changelog
2 years ago
Eduardo Marinho
1a0cb561cd
Feature/add ability to close user account ( #3444 )
...
* Add ability to close user account
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
c009f8c12f
Feature/add data provider info to asset profile details dialog ( #3434 )
...
* Add data provider info to asset profile details dialog
* Update changelog
2 years ago
Eduardo Marinho
60ef46accf
Bugfix/fix state handling of currency selector component ( #2795 ) ( #3429 )
...
* Fix state handling of currency selector component
* Update changelog
2 years ago
Thomas Kaul
b12ac1fe84
Feature/simplify module imports of api ( #3443 )
...
* Simplify module imports
2 years ago
Thomas Kaul
4355c96ab6
Bugfix/fix initial annual interest rate in fire calculator ( #3437 )
...
* Fix initial annual interest rate
* Update changelog
2 years ago
Thomas Kaul
5d49ff7a4a
Feature/improve usability of date range selector in assistant ( #3409 )
...
* Improve usability of date range selector
* Update changelog
2 years ago
Thomas Kaul
e31b4c64cb
Feature/refactor holding detail dialog to standalone ( #3407 )
...
* Refactor holding detail dialog to standalone
* Update changelog
2 years ago
Fedron
5616bc4956
Feature/validate account balance creation/update using DTO ( #3400 )
...
* Validate create account balance using DTO
2 years ago
Gerard Du Pre
8319b216bb
Feature/support delete activities with filtering ( #3394 )
...
* Support delete activities with filtering
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
72e75208df
Bugfix/fix position detail dialog close functionality ( #3396 )
...
* Handle holding detail dialog open functionality in a single place (AppComponent)
* Update changelog
2 years ago
Thomas Kaul
61f0da35bc
Feature/disable delete all activities if filters are active ( #3389 )
...
* Disable delete all activities button if filters are active
* Update changelog
2 years ago
Thomas Kaul
66bdb374e8
Feature/set icon columns of tables to stick at beginning ( #3377 )
...
* Set icon columns to stick at the beginning
* Update changelog
2 years ago
Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
2 years ago
Thomas Kaul
1fd836194f
Feature/add absolute change column to holdings table ( #3378 )
...
* Add absolute change column
* Update changelog
2 years ago
Thomas Kaul
2090db1199
Feature/increase number of attempts of queue jobs ( #3376 )
...
* Increase number of attempts
* Update changelog
2 years ago
Thomas Kaul
f2cb671c7f
Feature/optimize get porfolio details endpoint ( #3366 )
...
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
2 years ago
Thomas Kaul
c1ad483f33
Improve alignment ( #3370 )
2 years ago
Thomas Kaul
f3d961bc16
Feature/move holdings table to holdings tab of home page ( #3368 )
...
* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
2 years ago
Thomas Kaul
42b70ef568
Feature/improve performance labels in position detail dialog ( #3363 )
...
* Improve performance labels (with and without currency effects)
* Update changelog
2 years ago
Thomas Kaul
4416ba0c88
Feature/set performance column of holdings table to stick at end ( #3353 )
...
* Set up stickyEnd in performance column
* Update changelog
2 years ago
Thomas Kaul
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
...
* Set up caching
* Update changelog
2 years ago
Thomas Kaul
a4efbc0131
Feature/migrate UI components to control flow ( #3324 )
...
* Migrate to control flow
* Update changelog
2 years ago
Thomas Kaul
990028316e
Refactor form controls to form getter ( #3325 )
2 years ago
Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
...
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
2 years ago
Thomas Kaul
39bd4a349b
Feature/improve chart in account detail dialog ( #3314 )
...
* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
2 years ago
Thomas Kaul
47fd029e0c
Clean up styles ( #3305 )
2 years ago
Bastien Jeannelle
dfacbed66d
Feature/add support to create account cash balances ( #3260 )
...
* Add support to create account cash balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
bed9ae916c
Migrate UI components to standalone ( #3302 )
2 years ago
Thomas Kaul
92fb05320a
Migrate UI components to standalone ( #3296 )
2 years ago
Thomas Kaul
73d62bb51f
Migrate UI components to standalone ( #3290 )
2 years ago
Thomas Kaul
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
...
* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
2 years ago
Thomas Kaul
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
...
* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
2 years ago
Thomas Kaul
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
...
* Adapt priorities of data gathering jobs
* Update changelog
2 years ago
Thomas Kaul
50dbbf0569
Feature/refactor symbol icon module to asset profile icon component ( #3245 )
...
* Refactor symbol icon module to asset profile icon component (standalone)
2 years ago
Thomas Kaul
efdc9b387f
Eliminate ghostfolio-style.scss ( #3228 )
2 years ago
Thomas Kaul
084467ee9a
Feature/reverse order of specific years in date range selector of assistant ( #3221 )
...
* Reverse order
* Update changelog
2 years ago
Thomas Kaul
51203ec96e
Feature/setup chinese ( #3220 )
...
* Set up chinese
* Update changelog
2 years ago
Thomas Kaul
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
...
* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
2 years ago
Thomas Kaul
5ffc39c32f
Feature/improve usability to delete asset profile ( #3208 )
...
* Disable delete button for benchmarks
* Update changelog
2 years ago
Thomas Kaul
88a9b518f6
Bugfix/fix issue with overridden names in activities table ( #3200 )
...
* Fix issue with overridden names
* Update changelog
2 years ago
Christoph Califice
0edebe30e1
Feature/Add user account currency to export ( #3194 )
...
* Add user account currency to export
* Update changelog
2 years ago
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
...
* Upgrade @types/big.js to version 6.2.2
* Refactor imports
2 years ago
Thomas Kaul
7e28e42995
Feature/exclude fees from holdings ( #3160 )
2 years ago
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
...
* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
...
* Fix total dividend calculation
* Update changelog
2 years ago
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
...
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
2 years ago
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities ( #3118 )
...
* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
2 years ago
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
...
* Integrate dividend into transaction point concept
* Update changelog
2 years ago
Gerard Du Pre
77358eed65
Feature/Include user role in admin endpoint ( #3107 )
...
* Include user role in admin endpoint
2 years ago
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
...
* Integrate (wealth) items into transaction point concept
* Update changelog
2 years ago
Thomas Kaul
8a49a04324
Feature/improve usability of benchmarks in markets overview ( #3077 )
...
* Improve icons, localize label
* Update changelog
2 years ago
Thomas Kaul
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
...
* Move break down of performance to general availability
* Update changelog
2 years ago
Thomas Kaul
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
...
* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
2 years ago
Thomas Kaul
c002e37285
Feature/add missing default currency to prepare currencies function ( #3042 )
...
* Add missing default currency
* Update changelog
2 years ago
Thomas Kaul
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
...
* Remove isDefault flag from Account database schema
* Update changelog
2 years ago
Thomas Kaul
48b412cfb8
Feature/harmonize setting of default locale ( #3032 )
...
* Harmonize setting of default locale
* Update changelog
2 years ago
Thomas Kaul
b62488628c
Prettify markup ( #3029 )
2 years ago
Thomas Kaul
e1371a8d2b
Clean up ( #3018 )
2 years ago
Thomas Kaul
448cea0b69
Feature/improve usability of holdings table ( #3017 )
...
* Improve usability
* Update changelog
2 years ago
Thomas Kaul
2518a8fd9d
Feature/add accounts tab to position detail dialog ( #3012 )
...
* Add accounts tab to position detail dialog
* Update changelog
2 years ago
Thomas Kaul
78b3328bf7
Add activities count ( #3005 )
2 years ago
Thomas Kaul
1fec49fbc2
Improve states ( #3000 )
2 years ago
Thomas Kaul
d5d40c0ea1
Migrate to control flow ( #2991 )
...
* Migrate to control flow
2 years ago
Thomas Kaul
446c7cb517
Remove closing tags of mat-* components ( #2989 )
2 years ago
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
2 years ago
Thomas Kaul
ef9d77312e
Introduce renewal-early-bird ( #2982 )
2 years ago
Thomas Kaul
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
...
* Introduce setting to disable data gathering
* Update changelog
2 years ago
Thomas Kaul
fcbf2f1645
Feature/remove lazy from name of activities table ( #2978 )
...
* Remove lazy from name
* Update translations
2 years ago
Thomas Kaul
9fe90273c7
Feature/move assistant to general availability ( #2977 )
...
* Move assistant from experimental to general availability
* Update changelog
2 years ago
Thomas Kaul
4078229fe6
Feature/add button to apply filters in assistant ( #2971 )
...
* Add apply filters button
* Update changelog
2 years ago
Thomas Kaul
893e76f83f
Feature/provide data provider info in search ( #2958 )
...
* Provide data provider info in search
* Update changelog
2 years ago
Thomas Kaul
06ba7a4b1b
Feature/extend assistant by asset class selector ( #2957 )
...
* Remove tabs
* Add asset class selector
* Update changelog
2 years ago
Thomas Kaul
c68d113d27
Feature/improve usability of account and tag selector of assistant ( #2955 )
...
* Change radio button to select
* account
* tag
* Update changelog
2 years ago
Thomas Kaul
d4afa03505
Bugfix/fix rendering issue with date range selector of assistant ( #2950 )
...
* Improve click handling
* Improve locales
* Update changelog
2 years ago
Thomas Kaul
c9237146e2
Feature/add investment value to chart ( #2948 )
...
* Add investment value to chart
* Update changelog
2 years ago
Thomas Kaul
8b10695353
Feature/only show used tags in tag selector of assistant ( #2943 )
...
* Only show used tags in tag selector
* Update changelog
2 years ago
Arshad Jamal
e82dcc8ace
Feature/fix export in lazy-loaded activities table ( #2939 )
...
* Fix export in lazy-loaded activities table
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
25deba16df
Feature/add reset filters button to assistant ( #2936 )
...
* Add reset filters button
* Update changelog
2 years ago
Thomas Kaul
0436cc6487
Migrate ngx-skeleton-loader components to self-closing tags ( #2935 )
2 years ago
Thomas Kaul
857708dc4d
Migrate gf-* components to self-closing tags ( #2934 )
2 years ago
Thomas Kaul
1ca4f885b0
Feature/migrate holdings page to work with filters of assistant ( #2932 )
...
* Migrate portfolio holdings to work with filters of assistant
* Update changelog
2 years ago
Thomas Kaul
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
...
* Add account selector to assistant
* Update changelog
2 years ago
Francisco Silva
3df8810412
Feature/Add support to grant private access with permissions ( #2870 )
...
* Add support to grant private access with permissions
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
2c068c412d
Feature/migrate tag selector to form group in assistant ( #2926 )
...
* Introduce filter form group
* Update changelog
2 years ago
Thomas Kaul
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
...
* Format name
* Update changelog
2 years ago
Cédric Meuter
a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
...
* Add date range selector including WTD and MTD to assistant
* Update changelog
2 years ago
Cédric Meuter
4e9e3f7b6b
Feature/Add `wtd` and `mtd` as possible values for date range ( #2902 )
...
* Add `wtd` and `mtd` as possible values for date range
'wtd': week-to-date (from the start of the week)
'mtd': month-to-date (from the start of the month)
* Update changelog
2 years ago
Thomas Kaul
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
...
* Improve handling of derived currencies
* Update changelog
2 years ago
Thomas Kaul
7b45a8b3fc
Introduce type ( #2885 )
2 years ago
TobiasXy
1b2d2a9860
Feature/Add holdings tab to account detail dialog ( #2853 ) ( #2864 )
...
* Feature/Add holdings tab to account detail dialog (#2853 )
* Update changelog
2 years ago
Thomas Kaul
005890d785
Improve extractNumberFromString() for international number formats ( #2843 )
...
* Set up test
* Add support for international formatted numbers
* Expose locale in scraper configuration
* Update changelog
2 years ago
gizmodus
be801b481e
Feature/Add exchange rate effects to portfolio calculation ( #2834 )
...
* Add exchange rate effects to portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
fcfe7b1787
Clean up ( #2844 )
2 years ago
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
...
* Extend assistant by tag selector
* Update changelog
2 years ago
Thomas Kaul
ac0f6f40cf
Remove closing tags ( #2816 )
2 years ago
Thomas Kaul
af71274ea9
Feature/remove account type enum ( #2832 )
...
* Remove AccountType enum
* Update changelog
2 years ago
Francisco Silva
62f85293e2
#2820 Grant private access ( #2822 )
...
* Grant private access
* Update changelog
2 years ago
Thomas Kaul
0d93612d16
Feature/improve style of assistant ( #2828 )
...
* Minor style improvements
* Update changelog
2 years ago
Thomas Kaul
4c30e9459d
Feature/extend assistant by date range selector ( #2815 )
...
* Extend assistant by date range selector
* Update changelog
2 years ago
Thomas Kaul
e465f1b791
Feature/add support to edit currency of asset profile with data source manual ( #2789 )
...
* Add support to edit currency
* Update changelog
2 years ago
miles
34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` ( #2792 )
...
* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
2 years ago
gizmodus
b183c45027
Time weighted portfolio performance calculation ( #2778 )
...
* Implement time weighted portfolio performance calculation
* Update changelog
2 years ago
Thomas Kaul
beb9e2c43f
Feature/modernize nx executors ( #2767 )
...
* Modernize Nx executors
* @nx/eslint:lint
* @nx/webpack:webpack
* Update changelog
2 years ago
Thomas Kaul
c1446f8559
Feature/set select column to sticky in lazy loaded activities table ( #2755 )
...
* Set select column to sticky
* Update changelog
2 years ago
Thomas Kaul
4547c5da1d
Feature/add lazy loaded activities table to position detail dialog ( #2753 )
...
* Add lazy-loaded activities table
* Update changelog
2 years ago
Thomas Kaul
492bc5e17b
Feature/improve font weight in value component ( #2747 )
...
* Improve font weight
* Update changelog
2 years ago
Thomas Kaul
6c37737051
Bugfix/fix loading state of lazy loaded activities table component ( #2744 )
...
* Fix loading state
* Update changelog
2 years ago
Thomas Kaul
b22edff16b
Feature/add support for column sorting to lazy loaded activities table ( #2738 )
...
* Add support for column sorting
* Update changelog
2 years ago
Thomas Kaul
ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview ( #2740 )
...
* Highlight all time high
* Update changelog
2 years ago
Thomas Kaul
51a0ede3e4
Feature/introduce lazy loaded activities table ( #2729 )
...
* Introduce lazy-loaded activities table
* Add icon column
* Emit paginator event
* Add pagination logic
* Integrate total items
* Update changelog
2 years ago
Thomas Kaul
4f9a5f0340
Feature/set actions columns of tables to stick at end ( #2726 )
...
* Set up stickyEnd in actions columns
* Update changelog
2 years ago
Thomas Kaul
377ba75e4c
Add support to delete a cash balance ( #2707 )
2 years ago
Sanjeev Sharma
ed4dd79c72
Add cash balances table to account detail dialog ( #2549 )
...
* Add cash balances table to account detail dialog
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
...
* Extend performance endpoint by net worth per day
* Update changelog
2 years ago
Thomas Kaul
bdfba4d509
Upgrade to Nx 17.1 ( #2635 )
...
* Upgrade to Nx 17
* Run migrations
* Extend instructions
* Update changelog
2 years ago
Thomas Kaul
f28b13604a
Add as const ( #2677 )
2 years ago
Thomas Kaul
1586cd3a59
Feature/change twitter to x ( #2654 )
...
* Change Twitter to X
* Update changelog
2 years ago
Aldrin
aa72287d54
Extend benchmarks in the markets overview by 50-Day and 200-Day trends ( #2575 )
...
* Extend benchmarks in the markets overview by 50-Day and 200-Day trends
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
1ffde2a27e
Feature/setup polish ( #2650 )
...
* Set up polski
* Update changelog
2 years ago
Thomas Kaul
5dc538bafb
Feature/optimize testimonial carousel style on mobile ( #2634 )
...
* Optimize style on mobile
* Update changelog
2 years ago
Thomas Kaul
12aac101bd
Feature/extend system message ( #2628 )
...
* Extend system message
* Update changelog
2 years ago
Thomas Kaul
6284b4dfe8
Feature/improve localization of fear and greed index ( #2612 )
...
* Improve localization
* Update changelog
2 years ago
Thomas Kaul
e980aed9e7
Reorder functions ( #2594 )
2 years ago
Thomas Kaul
5272407af8
Feature/extend personal finance tools pages 20231104 ( #2587 )
...
* Introduce alias
* Add Rocket Money
* Add 8FIGURES
3 years ago
Thomas Kaul
e69c7a753c
Feature/add edit exchange rate button to admin control ( #2577 )
...
* Ad edit button
* Update changelog
3 years ago
Thomas Kaul
cf7ce64de7
Bugfix/improve alignment of menu item icons ( #2566 )
...
* Improve alignment
* Update changelog
3 years ago
Aldrin
96b5dcfaf8
Create reusable currency selector component using mat-autocomplete ( #2487 )
...
* Create reusable currency selector component using mat-autocomplete
* Update changelog
3 years ago
Thomas Kaul
4e7b7375a9
Feature/setup open figi ( #2526 )
...
* Setup OpenFIGI
* Update changelog
3 years ago
Thomas Kaul
6a19eab425
Feature/improve membership card ( #2517 )
...
* Improve style
* Add animated border
3 years ago
Basim Mohammed
f66edf8de0
Add membership card component ( #2507 )
...
* Add membership card component
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago