c009f8c12f
Feature/add data provider info to asset profile details dialog ( #3434 )
...
* Add data provider info to asset profile details dialog
* Update changelog
20 hours ago
60ef46accf
Bugfix/fix state handling of currency selector component ( #2795 ) ( #3429 )
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* Fix state handling of currency selector component
* Update changelog
20 hours ago
b12ac1fe84
Feature/simplify module imports of api ( #3443 )
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* Simplify module imports
21 hours ago
2090db1199
Feature/increase number of attempts of queue jobs ( #3376 )
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* Increase number of attempts
* Update changelog
4 weeks 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
4 weeks ago
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
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* Set up caching
* Update changelog
1 month 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
1 month 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
1 month 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>
1 month 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 months ago
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
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* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
2 months ago
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
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* Adapt priorities of data gathering jobs
* Update changelog
2 months ago
51203ec96e
Feature/setup chinese ( #3220 )
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* Set up chinese
* Update changelog
2 months ago
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
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* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
2 months ago
5ffc39c32f
Feature/improve usability to delete asset profile ( #3208 )
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* Disable delete button for benchmarks
* Update changelog
2 months ago
88a9b518f6
Bugfix/fix issue with overridden names in activities table ( #3200 )
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* Fix issue with overridden names
* Update changelog
2 months ago
0edebe30e1
Feature/Add user account currency to export ( #3194 )
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* Add user account currency to export
* Update changelog
2 months ago
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
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* Upgrade @types/big.js to version 6.2.2
* Refactor imports
2 months ago
7e28e42995
Feature/exclude fees from holdings ( #3160 )
3 months ago
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
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* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
3 months ago
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
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* Fix total dividend calculation
* Update changelog
3 months ago
eb75be8535
Optimize details endpoint ( #3123 )
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* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
3 months ago
bc8d8309d4
Improve handling of future liabilities ( #3118 )
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* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
3 months ago
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
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* Integrate dividend into transaction point concept
* Update changelog
3 months ago
77358eed65
Feature/Include user role in admin endpoint ( #3107 )
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* Include user role in admin endpoint
3 months ago
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
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* Integrate (wealth) items into transaction point concept
* Update changelog
3 months ago
8a49a04324
Feature/improve usability of benchmarks in markets overview ( #3077 )
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* Improve icons, localize label
* Update changelog
3 months ago
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
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* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
3 months ago
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
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* Remove isDefault flag from Account database schema
* Update changelog
3 months ago
48b412cfb8
Feature/harmonize setting of default locale ( #3032 )
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* Harmonize setting of default locale
* Update changelog
3 months ago
78b3328bf7
Add activities count ( #3005 )
4 months ago
e921ed7f52
Reorder imports ( #2988 )
4 months ago
ef9d77312e
Introduce renewal-early-bird ( #2982 )
4 months ago
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
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* Introduce setting to disable data gathering
* Update changelog
4 months ago
893e76f83f
Feature/provide data provider info in search ( #2958 )
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* Provide data provider info in search
* Update changelog
4 months ago
c9237146e2
Feature/add investment value to chart ( #2948 )
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* Add investment value to chart
* Update changelog
4 months ago
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
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* Add account selector to assistant
* Update changelog
4 months ago
3df8810412
Feature/Add support to grant private access with permissions ( #2870 )
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* Add support to grant private access with permissions
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
4 months ago
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
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* Format name
* Update changelog
4 months ago
4e9e3f7b6b
Feature/Add `wtd` and `mtd` as possible values for date range ( #2902 )
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* 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
4 months ago
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
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* Improve handling of derived currencies
* Update changelog
4 months ago
7b45a8b3fc
Introduce type ( #2885 )
5 months ago
005890d785
Improve extractNumberFromString() for international number formats ( #2843 )
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* Set up test
* Add support for international formatted numbers
* Expose locale in scraper configuration
* Update changelog
5 months ago
be801b481e
Feature/Add exchange rate effects to portfolio calculation ( #2834 )
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* Add exchange rate effects to portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
5 months ago
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
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* Extend assistant by tag selector
* Update changelog
5 months ago
af71274ea9
Feature/remove account type enum ( #2832 )
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* Remove AccountType enum
* Update changelog
5 months ago
62f85293e2
#2820 Grant private access ( #2822 )
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* Grant private access
* Update changelog
5 months ago
e465f1b791
Feature/add support to edit currency of asset profile with data source manual ( #2789 )
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* Add support to edit currency
* Update changelog
5 months ago
34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` ( #2792 )
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* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
5 months ago
b183c45027
Time weighted portfolio performance calculation ( #2778 )
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* Implement time weighted portfolio performance calculation
* Update changelog
5 months ago
Thomas Kaul
Eduardo Marinho
Bastien Jeannelle
Christoph Califice
Gerard Du Pre
Francisco Silva
Cédric Meuter
gizmodus
miles