Thomas
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56a5664c87
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Release 1.31.0 (#239)
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3 years ago |
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Thomas
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823501f43e
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Sort imports (#242)
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3 years ago |
Valentin Zickner
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331ac7ded2
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remove unused method in portfolio.service.ts (#240)
Co-authored-by: Valentin Zickner <github@zickner.ch>
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3 years ago |
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Thomas
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92b44ba658
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Update changelog
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3 years ago |
Valentin Zickner
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982ba7377a
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remove legacy portfolio.ts
|
3 years ago |
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Valentin Zickner
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4bbd17a37a
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fix tests
|
3 years ago |
|
Thomas
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6a7def6c48
|
Clean up
|
3 years ago |
|
Thomas
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ea219f0b88
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Add guard
|
3 years ago |
|
Valentin Zickner
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23b2e03923
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refactor rule evaluation
|
3 years ago |
|
Valentin Zickner
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04e6518226
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move report generation to PortfolioService
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3 years ago |
|
Valentin Zickner
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72dbe00091
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change rule service interface
|
3 years ago |
|
Valentin Zickner
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9834c52739
|
refactor rule settings
|
3 years ago |
|
Thomas
|
c47578bd3e
|
Clean up
|
3 years ago |
|
Thomas
|
9e4a49d811
|
Remove fallback
|
3 years ago |
|
Thomas
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a3a98c68a5
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Fix missing currency conversion
|
3 years ago |
|
Thomas
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21570cca19
|
Fix impersonation in performance endpoint
|
3 years ago |
|
Valentin Zickner
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71a3115fc6
|
refactor get position endpoint
Co-authored-by: Thomas <dotsilver@gmail.com>
|
3 years ago |
|
Valentin Zickner
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de83dc7b84
|
create investment endpoint for analysis timeline
Co-authored-by: Thomas <dotsilver@gmail.com>
|
3 years ago |
|
Valentin Zickner
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4a0695613e
|
refactor PortfolioService#getOverview
Co-authored-by: Thomas <dotsilver@gmail.com>
|
3 years ago |
|
Valentin Zickner
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328d814922
|
remove getPerformance from portfolio.ts
Co-authored-by: Thomas <dotsilver@gmail.com>
|
3 years ago |
|
Valentin Zickner
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d23addb673
|
change getDetails to portfolio-calculator.ts
Co-authored-by: Thomas <dotsilver@gmail.com>
|
3 years ago |
|
Thomas
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fb15cebb64
|
Add test (#237)
* Add test
* fix calculation for overall gross performance percentage
Co-authored-by: Valentin Zickner <github@zickner.ch>
|
3 years ago |
|
Valentin Zickner
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9c51a257ae
|
fix performance of combination of investments
|
3 years ago |
|
Thomas
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f9b9dc32cb
|
Always show positions title
|
3 years ago |
|
Thomas
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e7194ef3ce
|
Use new positions service
|
3 years ago |
|
Thomas
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ec5523b459
|
Handle empty portfolio
|
3 years ago |
|
Thomas
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c8c21a016a
|
Handle empty portfolio
|
3 years ago |
|
Thomas
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9821b7f8f0
|
Add TWR test scenario 1 (#236)
* Add TWR test scenario 1
* fix second transaction item
* change time-weighted rate algorithm
Co-authored-by: Valentin Zickner <valentin.zickner@flowable.com>
|
3 years ago |
Valentin Zickner
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ed731afc66
|
fix market price fetch in case symbols are missing
|
3 years ago |
|
Thomas
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ff15d5cbc4
|
Rename performance labels
|
3 years ago |
|
Thomas
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3c4949de35
|
Hide net performance
|
3 years ago |
|
Thomas
|
bd0e53525b
|
Refactoring
|
3 years ago |
|
Thomas
|
cbdb68e2f8
|
Refactoring
|
3 years ago |
|
Thomas
|
8571709014
|
Refactoring
|
3 years ago |
|
Thomas
|
e7ef1d426e
|
Refactoring
|
3 years ago |
|
Thomas
|
39cba0a8eb
|
Refactoring
|
3 years ago |
|
Thomas
|
a90c314e30
|
Refactoring
|
3 years ago |
|
Thomas
|
47d71405e1
|
Refactoring
|
3 years ago |
|
Thomas
|
5e9cecc6c1
|
Refactoring
|
3 years ago |
|
Thomas
|
fb9e66318f
|
Improve test
|
3 years ago |
|
Thomas
|
b8194eb64f
|
Clean up code
|
3 years ago |
|
Thomas
|
cbb81916ee
|
Sort imports
|
3 years ago |
|
Valentin Zickner
|
9b1e9397a8
|
add errors in case gross performance is not set
|
3 years ago |
|
Valentin Zickner
|
b779964adb
|
add error handling to performance aggregation
|
3 years ago |
|
Valentin Zickner
|
409afac2a9
|
fix rate conversion for todays symbols
|
3 years ago |
|
Thomas
|
e0a4e16ea1
|
Improve error handling
|
3 years ago |
|
Valentin Zickner
|
dc84abdc0a
|
change performance report to portfolio calculator
|
3 years ago |
|
Valentin Zickner
|
b031b028f1
|
add today to getValues
|
3 years ago |
|
Valentin Zickner
|
3b7e0a0106
|
remove unnecessary if condition
|
3 years ago |
|
Valentin Zickner
|
ea66081073
|
move interfaces to separate files
|
3 years ago |
