f360a12823
Feature/rework portfolio calculator ( #3393 )
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* Rework portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
2b212078b8
Feature/add support to deactivate x-ray rules ( #3537 )
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* Add support to deactivate X-ray rules
* Update changelog
2 years ago
12c722afe1
Bugfix/Use currency conversion for fees and values ( #3672 )
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* Use currency conversion for fees and values
* Update changelog
2 years ago
c34959896c
Feature/improve color assignment with annualized performance in treemap chart ( #3657 )
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* Improve color assignment
* Update changelog
2 years ago
2bbad8f4b0
Feature/add logging to benchmark service ( #3654 )
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* Add logging
2 years ago
dc1948016f
Feature/clone or edit activity from holding detail dialog ( #3644 )
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* Clone or edit activity from holding detail dialog
* Update changelog
2 years ago
b2ed0b2c80
Feature/improve caching of benchmarks in markets overview ( #3640 )
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* Improve caching
* Update changelog
2 years ago
42fe653e1e
Bugfix/fix cache flush endpoint response ( #3641 )
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* Fix cache flush endpoint response
* Update changelog
2 years ago
41f5801b5e
Feature/refactor unique asset type to asset profile identifier ( #3636 )
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* Refactoring
2 years ago
8f6203d296
Feature/manage tags of holdings ( #3630 )
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* Manage tags of holdings
* Update changelog
2 years ago
02db0db733
Feature/persist view mode of holdings tab on home page ( #3624 )
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* Persist view mode of holdings in user settings
* Update changelog
2 years ago
fcc2ab1a48
Feature/change color assignment by annualized performance in treemap chart ( #3617 )
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* Change color assignment to annualized performance
* Update changelog
2 years ago
97db144e01
Feature/skip derived currencies in get quotes of data provider service ( #3610 )
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* Skip derived currencies
* Update changelog
2 years ago
cec55127c8
Bugix/fix dividend import from data provider for holdings without account ( #3606 )
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* Fix dividend import for holdings without account
* Update changelog
2 years ago
dd15bba359
Bugfix/fix public page for non existent access ( #3604 )
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* Handle non-existent access
* Update changelog
2 years ago
3f6319e00b
Feature/setup catala ( #3593 )
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* Set up Català
* Update changelog
2 years ago
43afb16808
Feature/introduce isUsedByUsersWithSubscription flag ( #3573 )
2 years ago
d5c56fb16c
Feature/optimize 7d data gathering by prioritization ( #3575 )
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* Optimize 7d data gathering by prioritization
* Update changelog
2 years ago
6c1317f978
Bugfix/fix search for holding in assistant ( #3569 )
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* Fix search for holding
* Update changelog
2 years ago
9d6214e93a
Bugfix/fix fees calculation in portfolio summary ( #3567 )
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* Fix fees calculation
* Update changelog
2 years ago
9ecc3176a5
Feature/improve treemap chart for holdings ( #3563 )
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* Various improvements
* Introduce permission: accessHoldingsChart
* Improve style of toggle
* Add border radius
* Update changelog
2 years ago
744dc51dcd
Bugfix/fix pagination issue in activities endpoint by adding secondary sort criterion ( #3554 )
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* Add id as secondary sort criterion to ensure consistent ordering
* Update changelog
2 years ago
35b4aef06f
Feature/improve market state logic for forex in eod historical data service ( #3550 )
2 years ago
d49b90d7a5
Feature/refresh cryptocurrencies list 20240706 ( #3544 )
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* Refresh cryptocurrencies list
* Update changelog
2 years ago
ffc6309850
Feature/refactor thresholds of x ray rules ( #3545 )
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* Refactor thresholds
* Update changelog
2 years ago
7067aca04b
Feature/replace twitter.com with x.com ( #3535 )
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* Replace twitter.com with x.com
2 years ago
1c9805bb96
Feature/improve allocations by etf holding for impersonation mode ( #3534 )
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* Improve allocations by ETF holding for impersonation mode
* Update changelog
2 years ago
8227a2d91a
Feature/improve detection of json used via scraper configuration ( #3539 )
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* Improve detection of json
* Update changelog
2 years ago
dcec3accf0
Feature/improve caching of benchmarks ( #3530 )
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* Improve caching
* Update changelog
2 years ago
f08b0b570b
Feature/support derived currencies in currency validation ( #3529 )
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* Support derived currencies in currency validation
* Update changelog
2 years ago
8386fec98a
Feature/automatic deletion of unused asset profiles ( #3525 )
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* Automatic deletion of unused asset profiles
* Update changelog
2 years ago
76890e63fa
Bugfix/fix all time high in benchmarks ( #3527 )
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* Fix all time high
* Update changelog
2 years ago
ee086638f3
Feature/add benchmarks preset to admin control panel ( #3513 )
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* Add benchmarks preset
* Update changelog
2 years ago
58d1abbd38
Feature/clean up imports ( #3514 )
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* Clean up imports
2 years ago
ba979cbae2
Bugfix/fix addition of manual asset without market data ( #3516 )
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* Provide default value
* Update changelog
2 years ago
8cda43bb63
Bugfix/persist intraday market data only if market state is open ( #3509 )
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* Persist INTRADAY data only if market state is open
* Update changelog
2 years ago
ff121243e4
Feature/extend asset profile for currency ( #3495 )
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* Extend asset profile for currency
* Update changelog
2 years ago
a201fc7a97
Feature/upgrade stripe dependencies 20240617 ( #3499 )
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* Upgrade Stripe dependencies
* Update changelog
2 years ago
519827045a
Feature/add dialog for benchmarks in markets overview ( #3493 )
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* Add benchmarks dialog in markets overview
* Update changelog
2 years ago
bf20a5de82
Feature/improve date validation in activity endpoints ( #3489 )
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* Improve date validation
* Update changelog
2 years ago
873fd53715
Feature/extend market data with currencies preset by activities count and date ( #3460 )
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* Extend market data with currencies preset by activities count and date
* Update changelog
2 years ago
cc92592d86
Feature/refactor personal finance tools section ( #3478 )
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* Refactoring
2 years ago
23e4d5454d
Feature/improve allocations by etf holding ( #3467 )
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* Improve allocations by ETF holding
* Update changelog
2 years ago
8a9ae9bb33
Feature/allocations by etf holding ( #3464 )
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* Setup allocations by ETF holding
* Update changelog
2 years ago
af65a99398
Feature/extend personal finance tools 20240604 ( #3457 )
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* Add Koyfin
* Add Navexa
* Add Stonksfolio
2 years ago
1a0cb561cd
Feature/add ability to close user account ( #3444 )
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* Add ability to close user account
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
98a9523eee
Feature/extend personal finance tools ( #3448 )
2 years ago
0e08d8830e
Handle reduce of empty array ( #3446 )
2 years ago
c009f8c12f
Feature/add data provider info to asset profile details dialog ( #3434 )
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* Add data provider info to asset profile details dialog
* Update changelog
2 years ago
b12ac1fe84
Feature/simplify module imports of api ( #3443 )
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* Simplify module imports
2 years ago
918d0b85d4
Feature/update passport dependencies ( #3433 )
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* Update passport dependencies
* Refactor Google strategy
* Update changelog
2 years ago
e31b4c64cb
Feature/refactor holding detail dialog to standalone ( #3407 )
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* Refactor holding detail dialog to standalone
* Update changelog
2 years ago
812ff5cbdc
Feature/refresh cryptocurrencies list 20240514 ( #3411 )
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* Refresh cryptocurrencies list
* Update changelog
2 years ago
5ea3a187f4
Feature/upgrade body parser to version 1.20.2 ( #3406 )
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* Upgrade body-parser to version 1.20.2
* Update changelog
2 years ago
8319b216bb
Feature/support delete activities with filtering ( #3394 )
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* Support delete activities with filtering
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
2 years ago
9b5e350e3b
Feature/harmonize log message ( #3343 )
2 years ago
f2cb671c7f
Feature/optimize get porfolio details endpoint ( #3366 )
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* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
2 years ago
f3d961bc16
Feature/move holdings table to holdings tab of home page ( #3368 )
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* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
2 years ago
77beaaba08
Refactoring portfolio service ( #3365 )
2 years ago
0a53df4293
Feature/improve inactive user role ( #3360 )
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* Improve inactive role
* Update changelog
2 years ago
486de968a2
Bugfix/fix division by zero error in dividend yield calculation ( #3354 )
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* Handle division by zero
* Update changelog
2 years ago
a5833566a8
Feature/skip caching in portfolio calculator if active filters ( #3348 )
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* Skip caching if active filters
* Update changelog
2 years ago
4efd5cefd8
Bugfix/calculation of portfolio summary caused by future liabilities ( #3342 )
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* Adapt date of future activities
* Update changelog
2 years ago
e10707fde4
Add missing guard to fix public page ( #3339 )
2 years ago
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
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* Set up caching
* Update changelog
2 years ago
cd07802400
Bugfix/fix historical market data gathering for asset profiles with manual data source ( #3336 )
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* Fix historical market data gathering for asset profiles with MANUAL data source
* Update changelog
2 years ago
b692b7432c
Feature/set up event system for portfolio changes ( #3333 )
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* Set up event system for portfolio changes
* Update changelog
2 years ago
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
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* Change CASH to LIQUIDITY in asset class enum
* Update changelog
2 years ago
39bd4a349b
Feature/improve chart in account detail dialog ( #3314 )
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* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
2 years ago
1132dc9bdd
Feature/add unique constraint to account balance database schema ( #3315 )
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* Add accountId and date as unique constraint to AccountBalance schema
* Update changelog
2 years ago
b6ea7d23fa
Bugfix/add total value in base currency to redacted values ( #3313 )
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* Add totalValueInBaseCurrency
* Update changelog
2 years ago
551b83a6e3
Bugfix/fix gaps in portfolio performance charts ( #3311 )
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* Fix gaps in charts
* Update changelog
2 years ago
dfacbed66d
Feature/add support to create account cash balances ( #3260 )
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* Add support to create account cash balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
22d63c6102
Improve logging ( #3304 )
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* Improve logging
2 years ago
212aa6a63b
Feature/add date range support to portfolio holdings page ( #3303 )
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* Add date range support
* Update changelog
2 years ago
dba73d80a3
Improve logging ( #3300 )
2 years ago
15857118fe
Feature/let data gathering queue jobs fail by throwing errors ( #3281 )
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* Let data gathering queue jobs fail by throwing errors
* Update changelog
2 years ago
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
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* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
2 years ago
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
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
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* Adapt priorities of data gathering jobs
* Update changelog
2 years ago
45340b581f
Bugfix/fix public page by including markets data ( #3263 )
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* Include markets data
* Update changelog
2 years ago
34d9ceb009
Feature/add support to immediately execute queue job ( #3259 )
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* Add support to immediately execute queue job
* Update changelog
2 years ago
2b97bbd05d
Move getChart() to portfolio calculator ( #3255 )
2 years ago
07c0e5a612
Feature/add currency to order database schema ( #3251 )
...
* Add currency to Order database schema
* Update changelog
2 years ago
719bbe156e
Feature/optimize calculation of allocations by market ( #3249 )
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* Optimize calculation of allocations by market
* Update changelog
2 years ago
b51255a543
Feature/add key to x ray rule ( #3248 )
...
* Add key
* Update changelog
2 years ago
ca2e748c56
Bugfix/add missing tags in portfolio calculator ( #3243 )
...
* Add missing tags
* Update changelog
2 years ago
f1f4f6247d
Feature/validate url in create and update platform dto ( #3235 )
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* Validate url
* Update changelog
2 years ago
82fe1de1a7
Feature/add support to override asset (sub) class and url in admin control panel ( #3218 )
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* Add support to override asset (sub) class and url in admin control panel
* Update changelog
2 years ago
371c999fbc
Feature/Add dividend yield to position detail dialog ( #2636 )
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* Add dividend yield to position detail dialog
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
d7b579e3e8
Feature/refactor getAnnualizedPerformancePercent to portfolio calculator ( #3226 )
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* Move getAnnualizedPerformancePercent() to portfolio calculator
2 years ago
b8533050b0
Bugfix/fix duplicated tags in position detail dialog ( #3224 )
...
* Fix duplicated tags
* Update changelog
2 years ago
8cd6c34ed8
Feature/introduce portfolio calculator factory ( #3214 )
...
* Introduce portfolio calculator factory
* Update changelog
2 years ago
51203ec96e
Feature/setup chinese ( #3220 )
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* Set up chinese
* Update changelog
2 years ago
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
5ffc39c32f
Feature/improve usability to delete asset profile ( #3208 )
...
* Disable delete button for benchmarks
* Update changelog
2 years ago
63a61fb492
Move portfolio calculator ( #3204 )
...
* Move portfolio calculator
2 years ago
5788c6474e
Refactor portfolio calculator ( #3203 )
...
* Refactor portfolio calculator
* Consume Activity[]
* Change computeTransactionPoints() to private
* Eliminate getTransactionPoints()
* Update changelog
2 years ago
5529fdc0ee
Move transaction points to constructor ( #3202 )
2 years ago
gizmodus
Bastien Jeannelle
Anatoly Popov
Thomas Kaul
Achal
Chang-Yen Tseng
Eduardo Marinho
Gerard Du Pre
Fedron
Arshad Jamal
Francisco Silva