Valentin Zickner
f308ae7a13
add sectors and countries for ETFs ( #410 )
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* Update changelog
Co-Authored-By: Valentin Zickner <valentin@coderworks.de>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
3 years ago
Thomas Kaul
d1eedf9726
Bugfix/various fixes ( #407 )
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* Fix links
* Update column
* Fix impersonation mode
* Update changelog
3 years ago
Thomas Kaul
de94494aa0
Bugfix/fix symbol conversion for yahoo finance ( #405 )
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* Fix symbol conversion for Yahoo Finance
* Update changelog
3 years ago
Thomas Kaul
1050bfa098
Feature/improve yahoo finance symbol conversion ( #402 )
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* Improve symbol conversion
* Update changelog
3 years ago
Thomas Kaul
fe2bd6eea8
Feature/protect endpoints ( #396 )
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* Protect endpoints
* Update changelog
3 years ago
Thomas Kaul
39d9828f9f
Feature/respect account currency in exchange rate data service ( #391 )
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* Respect the accounts' currencies
* Update changelog
3 years ago
Thomas Kaul
6333aa972d
Bugfix/fix data gathering after seed ( #390 )
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* Fix data gathering after seed
* Update changelog
3 years ago
Thomas Kaul
dcee651098
Feature/support unlimited currencies ( #387 )
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* Support unlimited currencies
* Update changelog
3 years ago
Thomas Kaul
0f72673ef4
Feature/respect data source in symbol data endpoint ( #370 )
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* Respect data source in symbol data endpoint
* Respect data source in the data provider service
* Combine symbol with data source in get() of data provider service
* Improve search functionality for multiple data sources
* Update changelog
3 years ago
Thomas Kaul
641fe4e8f4
Bugfix/net performance in positions endpoint ( #377 )
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* Nullify net performance
* Update changelog
3 years ago
Thomas Kaul
5b588c2000
Bugfix/hide the current net performance ( #373 )
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* Hide the current net performance
* Update changelog
3 years ago
Thomas Kaul
4a815d2031
Feature/change data gathering selection ( #368 )
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* Change data gathering selection from distinct orders to symbol profiles
* Update changelog
3 years ago
Valentin Zickner
d2aeeb3e88
optimize annual performance calculation ( #367 )
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* Optimize annual performance calculation
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
Thomas Kaul
5ea455b98b
Feature/upgrade simplewebauthn dependencies to version 4.1.0 ( #365 )
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* Upgrade @simplewebauthn dependencies to version 4.1.0
* @simplewebauthn/browser
* @simplewebauthn/server
* Update changelog
3 years ago
Thomas Kaul
39f315aba0
Feature/add annualized performance ( #364 )
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* Add annualized performance
* Update changelog
3 years ago
Thomas Kaul
5d4156ecec
Feature/refactor position detail dialog ( #355 )
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* Add name to portfolio position endpoint
* Update changelog
3 years ago
Thomas Kaul
3c46bde8d5
Bugfix/fix fear and greed index ( #359 )
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* Fix fear and greed index
* Refactor fear and greed index symbol
* GF.FEAR_AND_GREED_INDEX -> _GF_FEAR_AND_GREED_INDEX
* Update changelog
3 years ago
Matthias Frey
63ee33b685
Use 'import type' to import types, eliminate webpack warnings ( #358 )
3 years ago
Thomas Kaul
9cbf789c22
Bugfix/fix values in position detail dialog ( #351 )
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* Nullify netPerformance
* Introduce precision
* Update changelog
3 years ago
Thomas Kaul
ee5ab05d8a
Release 1.47.1 ( #350 )
3 years ago
Thomas Kaul
bf8856ad19
Bugfix/fix search for cryptocurrencies ( #348 )
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* Fix the search for cryptocurrency symbols
* Update changelog
3 years ago
Valentin Zickner
48ab862bb6
net performance for current positions ( #330 )
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* implement fees for transaction points #324
* add net performance to current positions #324
* add net performance to calculate timeline #324
* make timeline fee accumulated by default #324
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
Thomas Kaul
ba234a470e
Feature/add storybook story for trend indicator component ( #346 )
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* Add storybook story for trend indicator component
* Update changelog
3 years ago
Thomas Kaul
4c194c938a
Feature/add contributors count to statistics ( #342 )
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* Add contributors count to statistics
* Update changelog
3 years ago
Thomas Kaul
6386786ac0
Bugfix/improve symbol lookup ( #322 )
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* Improve symbol lookup
* Update changelog
3 years ago
Thomas Kaul
73a967a7e5
Feature/add cash as asset sub class ( #319 )
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* Add cash as asset sub class
* Update changelog
3 years ago
Thomas Kaul
c5bb3023d3
Bugfix/filter out positions without quantity ( #317 )
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* Filter out positions without any quantity
* Update changelog
3 years ago
Thomas Kaul
fe975945d1
Feature/add fallback for loading currencies ( #315 )
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* Add fallback for loading currencies
* Update changelog
3 years ago
Thomas Kaul
d8782b0d4c
Feature/automate countries for stocks in symbol profile data ( #314 )
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* Automate countries for stocks in symbol profile data
* Update changelog
3 years ago
Thomas Kaul
72c065a59d
Feature/introduce asset sub class ( #312 )
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* Introduce asset sub class
* Update changelog
3 years ago
Thomas Kaul
98dac4052a
Feature/add subscription type to the admin user table ( #311 )
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* Add the subscription type to the user table in the admin control panel
* Update changelog
3 years ago
Thomas Kaul
aad8f77093
Feature/improve allocations by account ( #308 )
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* Improve allocations by account
* Eliminate accounts from PortfolioPosition
* Ignore cash assets in the allocation chart by sector, continent and country
* Add missing accounts to portfolio details
* Update changelog
3 years ago
Thomas Kaul
c2ab6a6c44
Feature/improve portfolio details endpoint ( #302 )
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* Make details endpoint fault tolerant (do not throw error)
* Update changelog
3 years ago
Thomas Kaul
c71a4c078e
Bugfix/convert g bp to gbp in yahoo finance service ( #301 )
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* Fix currency inconsistency in the yahoo finance service (GBp to GBP)
* Update changelog
3 years ago
Thomas Kaul
e17b217032
Bugfix/fix issue on buy date in position detail dialog ( #297 )
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* Fix issue on buy date
* Update changelog
3 years ago
Thomas Kaul
05b0efef82
Feature/add restricted view ( #295 )
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* Add restricted view
* Update changelog
3 years ago
Thomas Kaul
0ee2258af8
Feature/improve impersonation mode ( #293 )
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* Improve the impersonation mode
* Update changelog
3 years ago
Valentin Zickner
308b218487
introduce basic module structure for data provider ( #278 )
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* introduce basic module structure for data provider
* introduce DataGatheringModule
* introduce ExchangeRateDataModule
* introduce ImpersonationModule
* move RulesService
* cleanup portfolio module
* Sort imports
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
Thomas
77936e3bf3
Feature/improve users table ( #291 )
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* Improve users table
* Engagement / Day
* Registration
* Update changelog
3 years ago
Thomas
b898c0678d
Feature/refactor exchange rate service ( #289 )
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* Refactor exchange rate service
* Update changelog
3 years ago
Thomas
96a615dc5d
Bugfix/only allow supported currencies in symbol search ( #287 )
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* Only allow supported currencies in symbol search
* Update changelog
3 years ago
Thomas
98f44323da
Feature/improve usability of tabs on home page ( #283 )
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* Improve usability: lazy load endpoints on tab change
* Feature/improve portfolio summary (#285 )
* Update changelog
3 years ago
Thomas
908aba170d
Fix position chart for missing historical data ( #284 )
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* Fix position chart for missing historical data
* Update changelog
3 years ago
Thomas
8ac1272a9d
Feature/eliminate name from scraper config ( #277 )
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* Eliminate name from scraper config
* Update changelog
3 years ago
Thomas
0a85a56c67
Respect cash balance in allocations, do not hide cryptocurrency holdings ( #280 )
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* Respect cash balance in allocations, do not hide cryptocurrency holdings
* Update changelog
3 years ago
Thomas
4ad5590838
Feature/improve data gathering ( #276 )
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* Improve data gathering
* Refactoring
* On server restart, only reset if hanging in LOCKED_DATA_GATHERING state
* Update changelog
3 years ago
Thomas
80d043729d
Feature/replace type with asset class ( #274 )
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* Improved the asset classification
* Add assetClass to symbolProfile
* Remove type from position
* Update changelog
3 years ago
Thomas
37358fb480
Bugfix/add fallback if exchange service is not initialized ( #264 )
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* Add fallback and log error
* Update changelog
3 years ago
Thomas
3589e72aea
Harmonize prisma service ( #266 )
3 years ago
Thomas
e68aa1fa68
Clean up imports ( #267 )
3 years ago