06ba7a4b1b
Feature/extend assistant by asset class selector ( #2957 )
...
* Remove tabs
* Add asset class selector
* Update changelog
1 year ago
cea569c987
Add Fina ( #2956 )
1 year ago
2a38a16f6b
Feature/Improve error logs for timeout in data provider services ( #2953 )
...
* Improve error logs for timeout in data provider services
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
c9237146e2
Feature/add investment value to chart ( #2948 )
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* Add investment value to chart
* Update changelog
1 year ago
4434d0315f
Remove unused timeline calculation ( #2947 )
1 year ago
e82dcc8ace
Feature/fix export in lazy-loaded activities table ( #2939 )
...
* Fix export in lazy-loaded activities table
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
40b6777814
Add upgrade plan button ( #2937 )
1 year ago
1ca4f885b0
Feature/migrate holdings page to work with filters of assistant ( #2932 )
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* Migrate portfolio holdings to work with filters of assistant
* Update changelog
1 year ago
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
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* Add account selector to assistant
* Update changelog
1 year ago
3df8810412
Feature/Add support to grant private access with permissions ( #2870 )
...
* Add support to grant private access with permissions
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
9fdbd22cb5
Bugfix/fix activities import for manual data source ( #2923 )
...
* Fix import
* Update changelog
1 year ago
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
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* Format name
* Update changelog
1 year ago
50fb82a6e6
Extend personal finance tools ( #2925 )
1 year ago
b39c97ab9f
Bugfix/improve validation for non numeric results in eod service ( #2916 )
...
* Improve validation of non-numeric numbers
* Update changelog
1 year ago
09ce8b1cd0
Feature/add support for importing dividends from eod ( #2910 )
...
* Add support for importing dividends
* Update changelog
1 year ago
a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
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* Add date range selector including WTD and MTD to assistant
* Update changelog
1 year 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
1 year ago
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
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* Improve handling of derived currencies
* Update changelog
1 year ago
6167f105fe
Refactoring ( #2897 )
1 year ago
8d5f2fd91d
Fix fee conversion ( #2896 )
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* Fix fee conversion
* Update changelog
1 year ago
0ee632470e
Improve typings ( #2889 )
1 year ago
c918deeb1c
Feature/Support for editing countries and sectors ( #2854 )
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* Add support for editing countries and sectors
* Update changelog
1 year ago
00895b7bb1
Feature/increase timeout to load historical data in data provider service ( #2887 )
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* Increase timeout to load historical data
* Update changelog
1 year ago
bff60ddbe0
Feature/improve asset profile validation in activities import for manual data source ( #2886 )
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* Improve asset profile validation for MANUAL data source
* Update changelog
1 year ago
7b45a8b3fc
Introduce type ( #2885 )
1 year ago
693791d113
Feature/add validation of search results in eod historical data service ( #2883 )
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* Validate currency
* Update changelog
1 year ago
ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes ( #2875 )
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* Always get quotes (with fallback to historical data)
* Update changelog
1 year ago
440dc470fa
Bugfix/fix currency inconsistency with conversion of ZAR to ZAc ( #2869 )
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* Fix conversion from ZAR to ZAc
* Update changelog
1 year ago
c418e75139
Bugfix/fix currency in error log in exchange rate data service ( #2868 )
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* Fix currency
* Update changelog
1 year 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
1 year ago
5fa3388609
Feature/break down performance into asset and currency ( #2863 )
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* Break down performance into asset and currency
* Nullify values
* Update changelog
1 year ago
be801b481e
Feature/Add exchange rate effects to portfolio calculation ( #2834 )
...
* Add exchange rate effects to portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
a72e98f73c
Add AllInvestView ( #2861 )
1 year ago
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
...
* Extend assistant by tag selector
* Update changelog
1 year ago
d49287922f
Feature/refresh cryptocurrencies list 20240106 ( #2835 )
...
* Update cryptocurrencies.json
* Update changelog
1 year ago
d91f947ab0
Feature/Add Coingecko api keys support ( #2827 )
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* Add CoinGecko API keys support
* Update changelog
1 year ago
62f85293e2
#2820 Grant private access ( #2822 )
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* Grant private access
* Update changelog
1 year ago
371f1dc451
Feature/support rest api in scraper ( #2810 )
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* Support REST APIs in scraper
* Update changelog
1 year ago
23d323073d
Fix performance percentage for 1d ( #2814 )
...
* Fix performance percentage for 1d
* Improve response of positions endpoint
* Update changelog
1 year ago
0649f9fd2c
Clean up ( #2787 )
1 year ago
43b4f14ace
Feature/add button to test scraper configuration ( #2808 )
...
* Add button to test scraper configuration
* Update changelog
---------
Co-authored-by: Manushreshta B L <manushreshta27@gmail.com>
Co-authored-by: Hugo Persson <hugo.e.persson@gmail.com>
1 year ago
726e727c7d
Feature/benchmark currency correction ( #2790 )
...
* Convert benchmark performance to base currency
* Introduce getExchangeRates() for multiple dates
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
b89bf1d5e8
Feature/increase timeout to load currencies ( #2800 )
...
* Increase timeout
* Update changelog
1 year ago
e465f1b791
Feature/add support to edit currency of asset profile with data source manual ( #2789 )
...
* Add support to edit currency
* Update changelog
1 year ago
01b6c14bcc
Feature/improve handling of derived currency usx ( #2788 )
...
* Improve handling of USX
* Update changelog
1 year ago
34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` ( #2792 )
...
* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
1 year ago
b183c45027
Time weighted portfolio performance calculation ( #2778 )
...
* Implement time weighted portfolio performance calculation
* Update changelog
1 year ago
7d68905f1b
Feature/use has permission annotation in endpoints ( #2771 )
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* Use HasPermission in endpoints
* Update changelog
1 year ago
beb9e2c43f
Feature/modernize nx executors ( #2767 )
...
* Modernize Nx executors
* @nx/eslint:lint
* @nx/webpack:webpack
* Update changelog
1 year ago
4d79df90a7
Feature/support search by asset profile id ( #2765 )
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* Add support to search for an asset profile by id
* Update changelog
1 year ago
Thomas Kaul
Hey
Arshad Jamal
Francisco Silva
Cédric Meuter
Hugo Persson
gizmodus
Tanguy Herbron
miles
underwater