b183c45027
Time weighted portfolio performance calculation ( #2778 )
...
* Implement time weighted portfolio performance calculation
* Update changelog
5 months ago
beb9e2c43f
Feature/modernize nx executors ( #2767 )
...
* Modernize Nx executors
* @nx/eslint:lint
* @nx/webpack:webpack
* Update changelog
5 months ago
c1446f8559
Feature/set select column to sticky in lazy loaded activities table ( #2755 )
...
* Set select column to sticky
* Update changelog
6 months ago
4547c5da1d
Feature/add lazy loaded activities table to position detail dialog ( #2753 )
...
* Add lazy-loaded activities table
* Update changelog
6 months ago
492bc5e17b
Feature/improve font weight in value component ( #2747 )
...
* Improve font weight
* Update changelog
6 months ago
6c37737051
Bugfix/fix loading state of lazy loaded activities table component ( #2744 )
...
* Fix loading state
* Update changelog
6 months ago
b22edff16b
Feature/add support for column sorting to lazy loaded activities table ( #2738 )
...
* Add support for column sorting
* Update changelog
6 months ago
ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview ( #2740 )
...
* Highlight all time high
* Update changelog
6 months ago
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
6 months ago
4f9a5f0340
Feature/set actions columns of tables to stick at end ( #2726 )
...
* Set up stickyEnd in actions columns
* Update changelog
6 months ago
377ba75e4c
Add support to delete a cash balance ( #2707 )
6 months ago
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>
6 months ago
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
...
* Extend performance endpoint by net worth per day
* Update changelog
6 months ago
bdfba4d509
Upgrade to Nx 17.1 ( #2635 )
...
* Upgrade to Nx 17
* Run migrations
* Extend instructions
* Update changelog
6 months ago
f28b13604a
Add as const ( #2677 )
6 months ago
1586cd3a59
Feature/change twitter to x ( #2654 )
...
* Change Twitter to X
* Update changelog
7 months ago
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>
7 months ago
1ffde2a27e
Feature/setup polish ( #2650 )
...
* Set up polski
* Update changelog
7 months ago
5dc538bafb
Feature/optimize testimonial carousel style on mobile ( #2634 )
...
* Optimize style on mobile
* Update changelog
7 months ago
12aac101bd
Feature/extend system message ( #2628 )
...
* Extend system message
* Update changelog
7 months ago
6284b4dfe8
Feature/improve localization of fear and greed index ( #2612 )
...
* Improve localization
* Update changelog
7 months ago
e980aed9e7
Reorder functions ( #2594 )
7 months ago
5272407af8
Feature/extend personal finance tools pages 20231104 ( #2587 )
...
* Introduce alias
* Add Rocket Money
* Add 8FIGURES
7 months ago
e69c7a753c
Feature/add edit exchange rate button to admin control ( #2577 )
...
* Ad edit button
* Update changelog
7 months ago
cf7ce64de7
Bugfix/improve alignment of menu item icons ( #2566 )
...
* Improve alignment
* Update changelog
7 months ago
96b5dcfaf8
Create reusable currency selector component using mat-autocomplete ( #2487 )
...
* Create reusable currency selector component using mat-autocomplete
* Update changelog
7 months ago
4e7b7375a9
Feature/setup open figi ( #2526 )
...
* Setup OpenFIGI
* Update changelog
7 months ago
6a19eab425
Feature/improve membership card ( #2517 )
...
* Improve style
* Add animated border
8 months ago
f66edf8de0
Add membership card component ( #2507 )
...
* Add membership card component
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
8 months ago
30e561c06f
Feature/extend assistant with search for asset profile ( #2499 )
...
* Extend assistant with search for asset profile
* Extend search results by currency, symbol and asset sub class
* Update changelog
8 months ago
7ae49eb839
Add endpoint for account balances ( #2484 )
...
* Add endpoint for account balances
* Update changelog
---------
Co-authored-by: Pavol Kolcun <pavol.kolcun@student.tuke.sk>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
8 months ago
5db984ffef
Add date column to benchmark component ( #2466 )
...
* Add date column to benchmark component
8 months ago
6c66033eb4
Add date to markets overview by benchmarks ( #2436 )
...
* Add date
* Update changelog
8 months ago
e9ef911548
Feature/improve search results display in assistant ( #2458 )
...
* Only show search results if search is active
* Update changelog
8 months ago
550e646079
Feature/introduce assistant ( #2451 )
...
* Introduce assistant
* Update changelog
8 months ago
37ff7acf04
Change platform control from select to autocomplete in account dialog ( #2429 )
...
* Change platform control from select to autocomplete in account dialog
* Update changelog
8 months ago
8236091477
Feature/add support for search query in portfolio position endpoint ( #2443 )
...
* Introduce search query filter
* Update changelog
8 months ago
46614a7c24
Create carousel component for testimonials ( #2394 )
...
* Create carousel component for testimonials
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
8 months ago
d9a6c22e1e
Add application version to admin endpoint ( #2423 )
...
* Add application version to admin endpoint
* Update changelog
8 months ago
5b7409d08e
Feature/add tag management in admin control panel ( #2389 )
...
* Add tag management
* Update locales
* Update changelog
8 months ago
703a96f4db
Add guard ( #2377 )
8 months ago
42c0560422
Feature/translate activity type ( #2376 )
...
* Introduce ActivityTypeComponent with localized label
* Update changelog
8 months ago
eb63802d01
Feature/extend supported date formats in activities import ( #2362 )
...
* Extend supported date formats in activities import
* Update changelog
8 months ago
6d9191a46f
Feature/setup turkish ( #2300 )
...
* Setup Turkish
* Add Turkish translations
* Update changelog
---------
Co-authored-by: sadmimye <134071831+sadmimye@users.noreply.github.com>
8 months ago
6744245d8b
Feature/extend personal finance tools pages 20230922 ( #2369 )
...
* Extend pages
* Refactoring
8 months ago
b12349a148
Feature/add support for interest on account level ( #2354 )
...
* Add support for interest
* Update changelog
9 months ago
ef2849aa6c
Remove this ( #2341 )
9 months ago
7130ac7565
Feature/add support for fees on account level ( #1954 )
...
* Add migration
* Add business logic for fees
* Fix export for liabilities
* Update changelog
9 months ago
ab691bb27a
Feature/remove account type from user interface ( #2335 )
...
* Remove account type from user interface and set it optional
* Update changelog
9 months ago
8fc5676443
Feature/improve timeout of data source requests ( #2330 )
...
* Improve timeout
* Update changelog
9 months ago
0b59fc639d
Feature/upgrade prettier to version 3 ( #2163 )
...
* Upgrade prettier to version 3.0.2
* Prettify code
* Update changelog
9 months ago
2df27100f0
Add middleware ( #2239 )
...
* Add middleware
* Update changelog
10 months ago
6cf6538719
Feature/add currencies preset to historical market data table ( #2243 )
...
* Add currencies preset
* Update locales
* Update changelog
10 months ago
0fd3db3228
Bugfix/fix cash position rows in holdings table ( #2237 )
...
* Fix cash position rows
* Update changelog
10 months ago
9036f53e7d
Reset benchmark in user settings ( #2233 )
10 months ago
4f6d9d3a76
Feature/add timeout to eod historical data requests ( #2222 )
...
* Add timeout to requests using got
* Update changelog
10 months ago
42274917e0
Release 1.297.4 ( #2209 )
10 months ago
43d0b55004
Feature/upgrade to angular 16 ( #2156 )
...
* Upgrade Angular, NestJS and Nx
* Replace executor to @nx/angular:webpack-browser and @nx/angular:webpack-dev-server
* Add target for copying assets
* Improve redirection of home page
* Update changelog
10 months ago
286e41eb21
Feature/optimize import validation by reducing to unique asset profiles ( #2198 )
...
* Optimize activities validation
* Optimize data gathering in import
* Update changelog
10 months ago
d4fea075af
Feature/include unavailable data in allocations by market chart ( #2190 )
...
* Include unavailable data in allocations by market chart
* Update changelog
10 months ago
cef7fa79de
Fix total account value calculation for liabilities ( #2184 )
...
* Fix calculation
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
10 months ago
5fe07cb85f
Bugfix/fix value in holdings table ( #2182 )
...
* Fix missing value
* Update changelog
10 months ago
622bb8b0cf
Feature/add allocations by market chart ( #2171 )
...
* Add allocations by (advanced) market
* Fix public page
* Update changelog
10 months ago
cd67ce82fa
Feature/rename queries to presets in market data table of admin control ( #2165 )
...
* Rename queries to presets
* Update changelog
11 months ago
bdf72164b1
Feature/break down emergency fund by cash and assets ( #2159 )
...
* Break down emergency fund in cash and assets
* Update changelog
11 months ago
455a2d2e92
Refactor value to valueInBaseCurrency ( #2160 )
11 months ago
68a9a7f6f9
Feature/add queries to market data table in admin control ( #2153 )
...
* Add queries
* ETF_WITHOUT_COUNTRIES
* ETF_WITHOUT_SECTORS
* Update changelog
11 months ago
30f1a3514a
Feature/add hints to activity types in create or edit activity dialog ( #2150 )
...
* Add hints
* Update changelog
11 months ago
c25f532487
Improve product pages ( #2143 )
11 months ago
c434b730a8
Feature/hide average buy price in position detail chart if no holding ( #2133 )
...
* Hide the average buy price if no holding
* Update changelog
11 months ago
2d23c566f1
Feature/setup personal finance tools pages ( #2135 )
11 months ago
ba220eaee9
Bugfix/fix sorting by currency in activities table ( #2122 )
...
* Fix sorting by currency
* Update changelog
11 months ago
0d421e7181
Bugfix/fix adding 'Item' and 'Liability' activities ( #2119 )
...
* Fix adding activities of type item and liability
* Update changelog
11 months ago
e62da06c5c
Feature/extend scraper configuration support ( #2110 )
...
* Extend scraper configuration support
* Update changelog
11 months ago
0a465f125d
Feature/add pagination to market data table in admin control panel ( #2108 )
...
* Add pagination
* Update changelog
11 months ago
6a802a62a0
Add ability to search for indices and fix gf-symbol-autocomplete validation ( #2094 )
...
* Bugfix/Fix gf-symbol-autocomplete validation
* Feature/Add ability to search for indices
* Update changelog
11 months ago
58d9816f01
Feature/extend symbol search component by asset sub classes ( #2087 )
...
* Add asset sub classes
* Update changelog
12 months ago
a9526430c2
Improve column headers in holdings table for mobile ( #2071 )
...
* Improve column headers in holdings table for mobile
* Update changelog
12 months ago
fce3b2084e
Feature/extract symbol search to component ( #2003 ) ( #2056 )
...
* Extract symbol search to component (#2003 )
* Update changelog
12 months ago
06dfb91f82
Release 1.280.1 ( #2069 )
12 months ago
7931e6950d
Feature/add support for liabilities ( #1789 )
...
* Add support for liabilities
* Update changelog
12 months ago
04eb452e04
Add missing guards ( #2067 )
12 months ago
6077bfa754
Feature/change direction of ellipsis icon to horizontal in tables ( #2055 )
...
* Change direction of ellipsis icon to horizontal
* Update changelog
12 months ago
a53461d257
Feature/migrate currency to unit in value component ( #2043 )
...
* Migrate currency to unit
* Update locales
1 year ago
d630fb900d
Feature/add investment streaks ( #2042 )
...
* Add investment streaks
* Current streak
* Longest streak
* Add unit to value component
* Update changelog
1 year ago
ae57a188f5
Feature/improve tab navigations ( #2031 )
...
* Improve tab navigations
* Update changelog
1 year ago
206b6567fd
Feature/improve activities import dialog ( #2016 )
...
* Improve activities import dialog
* Update changelog
1 year ago
144b6b2211
Bugfix/handle undefined in decode data source ( #2013 )
...
* Handle undefined data source
* Update changelog
1 year ago
19333ab084
Fix warnings ( #2011 )
1 year ago
b3baeb8a5d
Feature/support case insensitive names in portfolio proportion chart ( #2004 )
...
* Sum up case insensitive names
* Update changelog
1 year ago
215f5eafa6
Feature/set asset profile as benchmark ( #2002 )
...
* Set asset profile as benchmark
* Update changelog
Co-authored-by: Arghya Ghosh <arghyag5@gmail.com>
1 year ago
86296b3591
Feature/improve local number formatting in value component ( #1992 )
...
* Improve local number formatting
* Update changelog
1 year ago
4d700e3b83
Feature/add error message if importing duplicates ( #1984 )
...
* Add error messages if import include duplicates
* Update changelog
1 year ago
19e6df4fb2
Fix exception ( #1979 )
1 year ago
7fc3fff431
Bugfix/fix storybook setup ( #1976 )
...
* Fix Storybook setup
* Update changelog
1 year ago
edd690850c
Feature/setup open startup page ( #1967 )
...
* Setup Open Startup page
* Update changelog
1 year ago
9c30139b86
FIX #1951 : select checkbox state fix for duplicates ( #1958 )
...
* FIX #1951 : select checkbox state fix for duplicates
* Update changelog
1 year ago
7d6a74a67d
Feature/improve check for duplicates in import #1932 ( #1940 )
...
* Improve check for duplicates in import
* Update changelog
1 year ago
32c1e6b390
Feature/upgrade to nx 16.0 ( #1943 )
...
* Upgrade to Nx 16.0
* Update changelog
1 year ago
e1892d2870
Feature/platform management ( #1922 )
...
* Added platform management to admin control panel
* Update changelog
1 year ago
e3c9316486
Feature/improve tooltip of portfolio proportion chart ( #1919 )
...
* Hide title
* Update changelog
1 year ago
15c96a9757
Feature/add allocations by platform chart ( #1915 )
...
* Add allocations by platform
* Update changelog
1 year 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
1 year ago
f4c748f67a
Feature/extend support for impersonation mode ( #1898 )
...
* Support impersonation of all users for local development
* Update changelog
1 year ago
67e758365f
feature: allow to delete all activities of a user ( #1880 )
...
* Allow to delete all activities of a user
* Update changelog
1 year ago
3daf55a0dd
Bugfix/remove sort header in comment column of activities table ( #1883 )
...
* Remove sort header
* Update changelog
1 year ago
aafedd5f75
Feature/increase robustness if live data is missing ( #1884 )
...
* Continuously persist today's market data
* Add fallback to historical market data if data provider does not provide live data
* Update changelog
1 year ago
32956ae04c
Fix: performance column header alignment ( #1881 )
...
* Fix: performance column header alignment
* Update changelog
1 year ago
5eff8402db
Release/1.258.0 ( #1878 )
...
* Release 1.258.0
* Introduce data source mapping
* Update changelog
1 year ago
654446f068
Feature/improve handling of jobs ( #1864 )
...
* Improve handling of jobs
* Remove jobs on complete
* Refactor jobs removal
* Update changelog
1 year ago
1b7b082003
Feature/migrate various components to angular material 15 ( #1836 )
...
* Migrate components to Angular Material 15
* Update changelog
1 year ago
52e7a7886d
Feature/migrate libs components to angular material 15 ( #1833 )
...
* Migrate to Angular Material 15
* Update changelog
1 year ago
36298b217e
Feature/improve tick abbreviation function ( #1828 )
...
* Keep the value if value smaller than 1000
* Update changelog
1 year ago
9bce57894e
Feature/increase historical market data gathering to 10 years ( #1830 )
...
* Increase historical market data gathering of currency pairs to 10+ years
* Update changelog
1 year ago
a5f833c612
Feature/upgrade angular and nx 20230405 ( #1826 )
...
* Upgrade angular and Nx
* Update changelog
1 year ago
864f585efa
Release/1.250.0 ( #1821 )
1 year ago
6d56146054
Feature/add support for multiple subscription offers ( #1818 )
...
* Setup for multiple subscription offers
* Update changelog
1 year ago
1f3511368a
Feature/always show label in value component ( #1812 )
...
* Always show label while loading
* Update changelog
1 year ago
b37df2c84f
Bugfix/fix algebraic sign in value component ( #1811 )
...
* Fix algebraic sign by resetting member variables
* Update changelog
1 year ago
c45df20d88
Sort imports ( #1797 )
1 year ago
5db2faa17d
Bugfix/fix border color in fire calculator ( #1792 )
...
* Fix border color
* Update changelog
1 year ago
3af8be89e3
Feature/improve usability of fire calculator ( #1779 )
...
* Improve usability
* Add debounce
* Persist annualInterestRate
* Partially disable date picker
* Update changelog
1 year ago
fce9e7fb0c
Feature/extend fire calculator by retirement date ( #1748 )
...
* Extend fire calculator by retirement date
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
6301c0c21c
Clean up ( #1767 )
1 year ago
1e42d6bffa
Feature/harmonize axis style of charts ( #1768 )
...
* Harmonize axis style
* Update changelog
1 year ago
cc6320acfd
Feature/simplify database seeding ( #1763 )
...
* Simplify database seeding
* Update documentation
* Update changelog
1 year ago
261a0fb0b9
Refactor AuthInterceptor ( #1764 )
...
* Refactor AuthInterceptor
* Refactor JwtStrategy
1 year ago
897e941e7a
Feature/add data provider info to position ( #1730 )
...
* Add data provider info
* Update changelog
1 year ago
1ffa831c5c
Feature/improve style of symbol search results ( #1728 )
...
* Improve style
* Update changelog
1 year ago
bf2de5d572
Feature/add support to pricing page ( #1723 )
...
* Add support
* Update changelog
1 year ago
2b4a1dc480
Bugfix/fix issue with exact matches in activities filter ( #1724 )
...
* Fix issue with exact match
* Update changelog
1 year ago
ce022c024f
Feature/upgrade nx to version 15.7.2 ( #1721 )
...
* Upgrade Angular and Nx
* Update changelog
1 year ago
bfa32537a8
Feature/improve usability of import activities action ( #1695 )
...
* Improve usability of import activities action
* Update changelog
1 year ago
de76b0d8c3
Feature/add data import and export to pricing page ( #1697 )
...
* Add data import and export
* Update changelog
1 year ago
436f791fa4
Feature/upgrade chart.js to version 4.2.0 ( #1567 )
...
* Upgrade chart.js to version 4.2.0
* Update changelog
1 year ago
75d140b436
Harmonize file name ( #1662 )
1 year ago
a79f31b006
Feature/add accounts import export ( #1635 )
...
* Add accounts to activities export
* Add logic for importing accounts
* Update changelog
1 year ago
45cfd61dbb
Feature/improve styling in admin control panel ( #1665 )
...
* Improve styling
* Update changelog
1 year ago
1b2f8e5586
Feature/extend analytics by country ( #1661 )
...
* Extend analytics by country
* Fix Upgrade Plan button of subscription interstitial
* Update changelog
1 year ago
0000317041
Upgrade Nx and Angular ( #1646 )
...
* Upgrade Nx and Angular
* Update changelog
* Feature/eliminate angular material css vars (#1648 )
* Eliminate angular-material-css-vars
* Update changelog
1 year ago
f7597c213d
Feature/add dividend and fees to position detail dialog ( #1643 )
...
* Add dividend and fees to position detail dialog
* Update changelog
1 year ago
6aae0cc1e4
Bugfix/fix issue with value in value redaction interceptor ( #1627 )
...
* Fix issue with value in value redaction interceptor
* Fix format of world map
* Update changelog
1 year ago
5d8a50a80d
Feature/add interstitial for subscription ( #1637 )
...
* Add interstitial
* Improve pricing page
* Update changelog
1 year ago
271001f523
Feature/remove toggle on allocations page ( #1620 )
...
* Rename allocationCurrent, remove allocationInvestment
* Update changelog
1 year ago
7fa6eda45d
Feature/remove emergency fund as asset class ( #1615 )
...
* Remove emergency fund as asset class
* Update changelog
1 year ago
2beceb36cf
Overriding tooltip title for graphs where grouping is defined ( #1605 )
...
* Overriding tooltip title for graphs where grouping is defined
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
0878941c4f
Feature/support translated tags ( #1600 )
...
* Support translated tags
* Update changelog
1 year ago
69a9e77820
Feature/improve logo alignment ( #1599 )
...
* Improve logo alignment
* Update changelog
1 year ago
90a7a84ac5
Feature/add global heat map to landing page ( #1584 )
...
* Add global heat map
* Update changelog
1 year ago
f3c8ec27cb
Feature/improve deprecated sass imports ( #1581 )
...
* Improve deprecated Sass imports
* Update changelog
1 year ago
gizmodus
Thomas Kaul
Sanjeev Sharma
Aldrin
Basim Mohammed
Pavol Kolcun
Kevin
Subhajit Ghosh
Siddharth Singh
Frane Caleta
Hugo Persson
Arghya Ghosh
Francisco Silva
Visrut
FabioAzevedo0619
Robbert Coeckelbergh
Yash Solanki
Martin Vandenbussche