0e08d8830e
Handle reduce of empty array ( #3446 )
2 weeks ago
c009f8c12f
Feature/add data provider info to asset profile details dialog ( #3434 )
...
* Add data provider info to asset profile details dialog
* Update changelog
2 weeks ago
b12ac1fe84
Feature/simplify module imports of api ( #3443 )
...
* Simplify module imports
2 weeks ago
918d0b85d4
Feature/update passport dependencies ( #3433 )
...
* Update passport dependencies
* Refactor Google strategy
* Update changelog
3 weeks ago
e31b4c64cb
Feature/refactor holding detail dialog to standalone ( #3407 )
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* Refactor holding detail dialog to standalone
* Update changelog
4 weeks ago
812ff5cbdc
Feature/refresh cryptocurrencies list 20240514 ( #3411 )
...
* Refresh cryptocurrencies list
* Update changelog
1 month ago
5ea3a187f4
Feature/upgrade body parser to version 1.20.2 ( #3406 )
...
* Upgrade body-parser to version 1.20.2
* Update changelog
1 month ago
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>
1 month ago
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
1 month ago
9b5e350e3b
Feature/harmonize log message ( #3343 )
1 month 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 months 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 months ago
77beaaba08
Refactoring portfolio service ( #3365 )
2 months ago
0a53df4293
Feature/improve inactive user role ( #3360 )
...
* Improve inactive role
* Update changelog
2 months ago
486de968a2
Bugfix/fix division by zero error in dividend yield calculation ( #3354 )
...
* Handle division by zero
* Update changelog
2 months ago
a5833566a8
Feature/skip caching in portfolio calculator if active filters ( #3348 )
...
* Skip caching if active filters
* Update changelog
2 months ago
4efd5cefd8
Bugfix/calculation of portfolio summary caused by future liabilities ( #3342 )
...
* Adapt date of future activities
* Update changelog
2 months ago
e10707fde4
Add missing guard to fix public page ( #3339 )
2 months ago
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
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* Set up caching
* Update changelog
2 months 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 months 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 months 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 months 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 months 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 months ago
b6ea7d23fa
Bugfix/add total value in base currency to redacted values ( #3313 )
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* Add totalValueInBaseCurrency
* Update changelog
2 months ago
551b83a6e3
Bugfix/fix gaps in portfolio performance charts ( #3311 )
...
* Fix gaps in charts
* Update changelog
2 months ago
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 months ago
22d63c6102
Improve logging ( #3304 )
...
* Improve logging
2 months ago
212aa6a63b
Feature/add date range support to portfolio holdings page ( #3303 )
...
* Add date range support
* Update changelog
2 months ago
dba73d80a3
Improve logging ( #3300 )
2 months ago
15857118fe
Feature/let data gathering queue jobs fail by throwing errors ( #3281 )
...
* Let data gathering queue jobs fail by throwing errors
* Update changelog
2 months ago
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 months 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 months ago
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
...
* Adapt priorities of data gathering jobs
* Update changelog
2 months ago
45340b581f
Bugfix/fix public page by including markets data ( #3263 )
...
* Include markets data
* Update changelog
2 months ago
34d9ceb009
Feature/add support to immediately execute queue job ( #3259 )
...
* Add support to immediately execute queue job
* Update changelog
2 months ago
2b97bbd05d
Move getChart() to portfolio calculator ( #3255 )
2 months ago
07c0e5a612
Feature/add currency to order database schema ( #3251 )
...
* Add currency to Order database schema
* Update changelog
2 months ago
719bbe156e
Feature/optimize calculation of allocations by market ( #3249 )
...
* Optimize calculation of allocations by market
* Update changelog
2 months ago
b51255a543
Feature/add key to x ray rule ( #3248 )
...
* Add key
* Update changelog
2 months ago
ca2e748c56
Bugfix/add missing tags in portfolio calculator ( #3243 )
...
* Add missing tags
* Update changelog
2 months ago
f1f4f6247d
Feature/validate url in create and update platform dto ( #3235 )
...
* Validate url
* Update changelog
3 months ago
82fe1de1a7
Feature/add support to override asset (sub) class and url in admin control panel ( #3218 )
...
* Add support to override asset (sub) class and url in admin control panel
* Update changelog
3 months ago
371c999fbc
Feature/Add dividend yield to position detail dialog ( #2636 )
...
* Add dividend yield to position detail dialog
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
3 months ago
d7b579e3e8
Feature/refactor getAnnualizedPerformancePercent to portfolio calculator ( #3226 )
...
* Move getAnnualizedPerformancePercent() to portfolio calculator
3 months ago
b8533050b0
Bugfix/fix duplicated tags in position detail dialog ( #3224 )
...
* Fix duplicated tags
* Update changelog
3 months ago
8cd6c34ed8
Feature/introduce portfolio calculator factory ( #3214 )
...
* Introduce portfolio calculator factory
* Update changelog
3 months ago
51203ec96e
Feature/setup chinese ( #3220 )
...
* Set up chinese
* Update changelog
3 months 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
3 months ago
5ffc39c32f
Feature/improve usability to delete asset profile ( #3208 )
...
* Disable delete button for benchmarks
* Update changelog
3 months ago
Thomas Kaul
Gerard Du Pre
Bastien Jeannelle
Fedron
Arshad Jamal
Francisco Silva