c42a8aebed
Feature/add platforms concept to faq page ( #3549 )
...
* Add concept of platforms
* Update changelog
5 months ago
fad1adb91b
Feature/improve usability to delete currency asset profile ( #3541 )
...
* Improve usability
* Update changelog
5 months ago
9cd37f8de0
Feature/add crypto coins and stock heatmaps to resources page ( #3548 )
...
* Add heatmaps
* Crypto Coins Heatmap
* Stock Heatmap
* Update changelog
5 months ago
d49b90d7a5
Feature/refresh cryptocurrencies list 20240706 ( #3544 )
...
* Refresh cryptocurrencies list
* Update changelog
5 months ago
ffc6309850
Feature/refactor thresholds of x ray rules ( #3545 )
...
* Refactor thresholds
* Update changelog
5 months ago
7067aca04b
Feature/replace twitter.com with x.com ( #3535 )
...
* Replace twitter.com with x.com
5 months ago
1c9805bb96
Feature/improve allocations by etf holding for impersonation mode ( #3534 )
...
* Improve allocations by ETF holding for impersonation mode
* Update changelog
5 months ago
8227a2d91a
Feature/improve detection of json used via scraper configuration ( #3539 )
...
* Improve detection of json
* Update changelog
5 months ago
554136cdcd
Feature/bulk deletion for asset profiles ( #3531 )
...
* Add support for bulk deletion of asset profiles
* Update changelog
5 months ago
dcec3accf0
Feature/improve caching of benchmarks ( #3530 )
...
* Improve caching
* Update changelog
5 months ago
f08b0b570b
Feature/support derived currencies in currency validation ( #3529 )
...
* Support derived currencies in currency validation
* Update changelog
5 months ago
8386fec98a
Feature/automatic deletion of unused asset profiles ( #3525 )
...
* Automatic deletion of unused asset profiles
* Update changelog
5 months ago
76890e63fa
Bugfix/fix all time high in benchmarks ( #3527 )
...
* Fix all time high
* Update changelog
5 months ago
469c1936b4
Bugfix/fix horizontal overflow in historical market data table of admin control panel ( #3515 )
...
* Fix horizontal overflow
* Update changelog
5 months ago
8b3cc5c11a
Bugfix/fix dialog position on mobile ( #3521 )
...
* Fix dialog position on mobile
* Update changelog
5 months ago
ee086638f3
Feature/add benchmarks preset to admin control panel ( #3513 )
...
* Add benchmarks preset
* Update changelog
5 months ago
58d1abbd38
Feature/clean up imports ( #3514 )
...
* Clean up imports
5 months ago
ba979cbae2
Bugfix/fix addition of manual asset without market data ( #3516 )
...
* Provide default value
* Update changelog
5 months ago
8cda43bb63
Bugfix/persist intraday market data only if market state is open ( #3509 )
...
* Persist INTRADAY data only if market state is open
* Update changelog
5 months ago
ff121243e4
Feature/extend asset profile for currency ( #3495 )
...
* Extend asset profile for currency
* Update changelog
5 months ago
0780ee4adb
Feature/improve language localization for de 20240620 ( #3504 )
...
* Update translations
* Update changelog
5 months ago
09613f9324
Feature/extend self hosting faq by mobile app question ( #3500 )
...
* Add question about mobile app
* Update changelog
5 months ago
a201fc7a97
Feature/upgrade stripe dependencies 20240617 ( #3499 )
...
* Upgrade Stripe dependencies
* Update changelog
5 months ago
a97110348c
Feature/move active filters indicator to general availability ( #3485 )
...
* Move to general availability
* Update changelog
5 months ago
a25d5b9dc0
Feature/improve error handling in biometric authentication registration ( #3496 )
...
* Improve error handling in biometric authentication registration
* Update changelog
5 months ago
6c2acf2aa6
Feature/set up ssl for local development ( #3482 )
...
* Set up SSL for local development
* Update changelog
5 months ago
519827045a
Feature/add dialog for benchmarks in markets overview ( #3493 )
...
* Add benchmarks dialog in markets overview
* Update changelog
5 months ago
bf20a5de82
Feature/improve date validation in activity endpoints ( #3489 )
...
* Improve date validation
* Update changelog
5 months ago
0adefe14e1
Feature/improve language localization ( #3487 )
...
* Update translations
5 months ago
f24561cc3d
Feature/improve style of personal finance tools list ( #3486 )
5 months ago
873fd53715
Feature/extend market data with currencies preset by activities count and date ( #3460 )
...
* Extend market data with currencies preset by activities count and date
* Update changelog
5 months ago
e5d8faf2dc
Feature/improve language localization for de 20240612 ( #3483 )
...
* Update translations
* Update changelog
5 months ago
ad60373813
Feature/improve style of blog post list ( #3481 )
...
* Improve style
* Update changelog
5 months ago
b725e6e2ec
Feature/migrate client to control flow ( #3475 )
...
* Migrate to control flow
* Update changelog
5 months ago
88c420ca5e
Feature/improve language localization for de 20240611 ( #3480 )
...
* Update translations
* Update changelog
5 months ago
118e17f78c
Feature/improve wording on allocations page ( #3479 )
5 months ago
cc92592d86
Feature/refactor personal finance tools section ( #3478 )
...
* Refactoring
5 months ago
2477491f18
Feature/upgrade nx to version 19.2.2 ( #3474 )
...
* Upgrade Nx to version 19.2.2 and Angular to version 18.0.2
* Update changelog
6 months ago
00e50c6abe
Feature/improve portfolio summary ( #3472 )
...
* Improve portfolio summary
* Update changelog
6 months ago
8131a7ad03
Feature/improve error handling in http response interceptor ( #3471 )
...
* Improve error handling in HttpResponseInterceptor
* Update changelog
6 months ago
f5e6f7dcfe
Bugfix/fix initialization of fire calculator ( #3470 )
...
* Fix initialization
* Update changelog
6 months ago
87501e094d
Feature/improve allocations by ETF holding for mobile ( #3469 )
6 months ago
fc4e6ae6db
Feature/improve language localization for de 20240608 ( #3468 )
...
* Update translations
* Update changelog
6 months ago
23e4d5454d
Feature/improve allocations by etf holding ( #3467 )
...
* Improve allocations by ETF holding
* Update changelog
6 months ago
8a9ae9bb33
Feature/allocations by etf holding ( #3464 )
...
* Setup allocations by ETF holding
* Update changelog
6 months ago
9c4e22978d
Feature/update translations ( #3458 )
6 months ago
af65a99398
Feature/extend personal finance tools 20240604 ( #3457 )
...
* Add Koyfin
* Add Navexa
* Add Stonksfolio
6 months ago
1a0cb561cd
Feature/add ability to close user account ( #3444 )
...
* Add ability to close user account
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
6 months ago
9f875adf0c
Feature/improve language localization for de 20240602 ( #3452 )
...
* Update translations
* Update changelog
6 months ago
98a9523eee
Feature/extend personal finance tools ( #3448 )
6 months ago
0e08d8830e
Handle reduce of empty array ( #3446 )
6 months ago
c009f8c12f
Feature/add data provider info to asset profile details dialog ( #3434 )
...
* Add data provider info to asset profile details dialog
* Update changelog
6 months ago
60ef46accf
Bugfix/fix state handling of currency selector component ( #2795 ) ( #3429 )
...
* Fix state handling of currency selector component
* Update changelog
6 months ago
b12ac1fe84
Feature/simplify module imports of api ( #3443 )
...
* Simplify module imports
6 months ago
918d0b85d4
Feature/update passport dependencies ( #3433 )
...
* Update passport dependencies
* Refactor Google strategy
* Update changelog
6 months ago
6dabf7516a
Feature/preselect account in create or update activity dialog ( #3413 )
...
* Preselect account if there is only one
* Update changelog
6 months ago
e31b4c64cb
Feature/refactor holding detail dialog to standalone ( #3407 )
...
* Refactor holding detail dialog to standalone
* Update changelog
6 months ago
812ff5cbdc
Feature/refresh cryptocurrencies list 20240514 ( #3411 )
...
* Refresh cryptocurrencies list
* Update changelog
6 months ago
5ea3a187f4
Feature/upgrade body parser to version 1.20.2 ( #3406 )
...
* Upgrade body-parser to version 1.20.2
* Update changelog
6 months ago
5d9c38663d
Feature/migrate various pages to standalone components ( #3404 )
...
* Migrate to standalone components
* Update changelog
6 months ago
5616bc4956
Feature/validate account balance creation/update using DTO ( #3400 )
...
* Validate create account balance using DTO
6 months ago
15bf9f2f9c
Feature/add Türkçe to footer ( #3401 )
6 months ago
ebc5008569
Feature/improve language localization for de 20240512 ( #3402 )
...
* Update translations
* Update changelog
6 months ago
37759ba03f
Feature/improve language localization for tr 20240501 ( #3355 )
...
* Improve translations
* Update changelog
---------
Co-authored-by: sadmimye <134071831+sadmimye@users.noreply.github.com>
6 months ago
8319b216bb
Feature/support delete activities with filtering ( #3394 )
...
* Support delete activities with filtering
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
6 months ago
782d131b0d
Feature/add indicator for active filters ( #3398 )
...
* Add indicator for active filters
* Update changelog
6 months ago
72e75208df
Bugfix/fix position detail dialog close functionality ( #3396 )
...
* Handle holding detail dialog open functionality in a single place (AppComponent)
* Update changelog
7 months ago
61f0da35bc
Feature/disable delete all activities if filters are active ( #3389 )
...
* Disable delete all activities button if filters are active
* Update changelog
7 months ago
74f4323903
Feature/increase spacing around floating action buttons ( #3385 )
...
* Increase spacing around floating action buttons
* Update changelog
7 months ago
127dbf9dcd
Update translations ( #3384 )
7 months ago
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
7 months ago
053c7e591e
Feature/upgrade ionicons to version 7.4.0 ( #3356 )
...
* Upgrade ionicons to version 7.4.0
* Update changelog
7 months ago
9b5e350e3b
Feature/harmonize log message ( #3343 )
7 months ago
378e57c3bc
Feature/add links to Home Assistant add-on ( #3367 )
...
* Add links to Home Assistant add-on
7 months ago
6765191a8c
Bugfix/fix position detail dialog open in holding search of assistant ( #3374 )
...
* Open position detail dialog (via holding search of assistant)
* Update changelog
7 months ago
f2cb671c7f
Feature/optimize get porfolio details endpoint ( #3366 )
...
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
7 months ago
3f41e5c5de
Bugfix/fix locale in markets overview ( #3369 )
...
* Fix locale if no user is logged in
* Update changelog
7 months ago
f3d961bc16
Feature/move holdings table to holdings tab of home page ( #3368 )
...
* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
7 months ago
42b70ef568
Feature/improve performance labels in position detail dialog ( #3363 )
...
* Improve performance labels (with and without currency effects)
* Update changelog
7 months ago
77beaaba08
Refactoring portfolio service ( #3365 )
7 months ago
0a53df4293
Feature/improve inactive user role ( #3360 )
...
* Improve inactive role
* Update changelog
7 months ago
486de968a2
Bugfix/fix division by zero error in dividend yield calculation ( #3354 )
...
* Handle division by zero
* Update changelog
7 months ago
a5833566a8
Feature/skip caching in portfolio calculator if active filters ( #3348 )
...
* Skip caching if active filters
* Update changelog
7 months ago
2173c418a7
Feature/validate forms using DTO for access, asset profile, tag and platform management ( #3337 )
...
* Validate forms using DTO for access, asset profile, tag and platform management
* Update changelog
7 months ago
4efd5cefd8
Bugfix/calculation of portfolio summary caused by future liabilities ( #3342 )
...
* Adapt date of future activities
* Update changelog
7 months ago
e10707fde4
Add missing guard to fix public page ( #3339 )
7 months ago
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
...
* Set up caching
* Update changelog
7 months ago
cd07802400
Bugfix/fix historical market data gathering for asset profiles with manual data source ( #3336 )
...
* Fix historical market data gathering for asset profiles with MANUAL data source
* Update changelog
7 months ago
b692b7432c
Feature/set up event system for portfolio changes ( #3333 )
...
* Set up event system for portfolio changes
* Update changelog
7 months ago
55b0fe232c
Bugfix/reset form values to null if empty string ( #3327 )
...
* Reset form values to null if empty string
* Update changelog
7 months ago
46432edce9
Feature/extend faq by custom asset instructions ( #3326 )
...
* Add instructions for custom asset
* Update changelog
7 months ago
990028316e
Refactor form controls to form getter ( #3325 )
7 months ago
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
...
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
7 months ago
39bd4a349b
Feature/improve chart in account detail dialog ( #3314 )
...
* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
7 months ago
1132dc9bdd
Feature/add unique constraint to account balance database schema ( #3315 )
...
* Add accountId and date as unique constraint to AccountBalance schema
* Update changelog
7 months ago
2d70b18593
Remove links ( #3306 )
7 months ago
b6ea7d23fa
Bugfix/add total value in base currency to redacted values ( #3313 )
...
* Add totalValueInBaseCurrency
* Update changelog
7 months ago
551b83a6e3
Bugfix/fix gaps in portfolio performance charts ( #3311 )
...
* Fix gaps in charts
* Update changelog
7 months ago
895c4fe299
Improve style on mobile ( #3310 )
7 months ago
ccb1bf881e
Feature/improve language localization for de 20240420 ( #3309 )
...
* Update translations
* Update changelog
7 months ago
7788b5a987
Improve messages ( #3308 )
7 months ago
dfacbed66d
Feature/add support to create account cash balances ( #3260 )
...
* Add support to create account cash balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
7 months ago
22d63c6102
Improve logging ( #3304 )
...
* Improve logging
7 months ago
212aa6a63b
Feature/add date range support to portfolio holdings page ( #3303 )
...
* Add date range support
* Update changelog
7 months ago
bed9ae916c
Migrate UI components to standalone ( #3302 )
7 months ago
b6ad362850
Feature/remove date range support in activities table on portfolio activities page ( #3301 )
...
* Remove date range support
* Update changelog
7 months ago
ab86dd5318
Add Home Assistant ( #3291 )
7 months ago
dba73d80a3
Improve logging ( #3300 )
7 months ago
92fb05320a
Migrate UI components to standalone ( #3296 )
7 months ago
73d62bb51f
Migrate UI components to standalone ( #3290 )
7 months ago
15857118fe
Feature/let data gathering queue jobs fail by throwing errors ( #3281 )
...
* Let data gathering queue jobs fail by throwing errors
* Update changelog
7 months ago
9241c04d5a
Feature/add form validation against DTO for activity and account ( #3230 )
...
* Add form validation against DTO for activity and account
* Update changelog
7 months ago
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
...
* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
7 months ago
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
...
* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
7 months ago
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
...
* Adapt priorities of data gathering jobs
* Update changelog
7 months ago
45340b581f
Bugfix/fix public page by including markets data ( #3263 )
...
* Include markets data
* Update changelog
7 months ago
6f8fe45fc2
Update OSS Friends ( #3258 )
8 months ago
34d9ceb009
Feature/add support to immediately execute queue job ( #3259 )
...
* Add support to immediately execute queue job
* Update changelog
8 months ago
2b97bbd05d
Move getChart() to portfolio calculator ( #3255 )
8 months ago
07c0e5a612
Feature/add currency to order database schema ( #3251 )
...
* Add currency to Order database schema
* Update changelog
8 months ago
719bbe156e
Feature/optimize calculation of allocations by market ( #3249 )
...
* Optimize calculation of allocations by market
* Update changelog
8 months ago
b51255a543
Feature/add key to x ray rule ( #3248 )
...
* Add key
* Update changelog
8 months ago
50dbbf0569
Feature/refactor symbol icon module to asset profile icon component ( #3245 )
...
* Refactor symbol icon module to asset profile icon component (standalone)
8 months ago
ca2e748c56
Bugfix/add missing tags in portfolio calculator ( #3243 )
...
* Add missing tags
* Update changelog
8 months ago
6152ff4b44
Remove condition ( #3242 )
8 months ago
c6641fde36
Feature/add icon to create or update platform dialog ( #3241 )
...
* Add platform icon
* Update changelog
8 months ago
4ae7e9fcbe
Feature/add icon to asset profile dialog ( #3240 )
...
* Add asset profile icon
* Update changelog
8 months ago
c10ae431a2
Feature/extend faq by data providers ( #3239 )
...
* Add data providers
* Update changelog
8 months ago
883e30e451
Feature/improve language localization for de 20240403 ( #3236 )
...
* Update translations
* Update changelog
8 months ago
f1f4f6247d
Feature/validate url in create and update platform dto ( #3235 )
...
* Validate url
* Update changelog
8 months ago
82fe1de1a7
Feature/add support to override asset (sub) class and url in admin control panel ( #3218 )
...
* Add support to override asset (sub) class and url in admin control panel
* Update changelog
8 months ago
371c999fbc
Feature/Add dividend yield to position detail dialog ( #2636 )
...
* Add dividend yield to position detail dialog
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
8 months ago
6f3cce1c5f
Feature/disable option to update cash balance if date is not today ( #3229 )
...
* Disable option to update cash balance if date is not today
* Update changelog
8 months ago
efdc9b387f
Eliminate ghostfolio-style.scss ( #3228 )
8 months ago
d7b579e3e8
Feature/refactor getAnnualizedPerformancePercent to portfolio calculator ( #3226 )
...
* Move getAnnualizedPerformancePercent() to portfolio calculator
8 months ago
b8533050b0
Bugfix/fix duplicated tags in position detail dialog ( #3224 )
...
* Fix duplicated tags
* Update changelog
8 months ago
1b81409b35
Add OpenAlternative logo ( #3225 )
8 months ago
8cd6c34ed8
Feature/introduce portfolio calculator factory ( #3214 )
...
* Introduce portfolio calculator factory
* Update changelog
8 months ago
0c68474802
Extract locales ( #3223 )
8 months ago
af47889d65
Add Chinese translations ( #3215 )
...
* Add Chinese translations
8 months ago
51203ec96e
Feature/setup chinese ( #3220 )
...
* Set up chinese
* Update changelog
8 months ago
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
...
* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
8 months ago
5ffc39c32f
Feature/improve usability to delete asset profile ( #3208 )
...
* Disable delete button for benchmarks
* Update changelog
8 months ago
a668a66e84
Feature/add missing dates to edit historical market data in asset profile details dialog ( #3206 )
...
* Add missing dates to edit historical market data in asset profile details dialog
* Update changelog
8 months ago
63a61fb492
Move portfolio calculator ( #3204 )
...
* Move portfolio calculator
8 months ago
5788c6474e
Refactor portfolio calculator ( #3203 )
...
* Refactor portfolio calculator
* Consume Activity[]
* Change computeTransactionPoints() to private
* Eliminate getTransactionPoints()
* Update changelog
8 months ago
5529fdc0ee
Move transaction points to constructor ( #3202 )
8 months ago
88a9b518f6
Bugfix/fix issue with overridden names in activities table ( #3200 )
...
* Fix issue with overridden names
* Update changelog
8 months ago
98de2355c4
Feature/Support overriding name of asset profile dialog ( #3199 )
...
* Support overriding name of asset profile dialog
* Update changelog
8 months ago
b41eb60348
Fix chart tooltip of benchmark comparator ( #3167 )
...
* Fix chart tooltip of benchmark comparator
* Update changelog
8 months ago
0edebe30e1
Feature/Add user account currency to export ( #3194 )
...
* Add user account currency to export
* Update changelog
8 months ago
50391e199a
Feature/improve generation of random strings ( #3196 )
...
* Replace Math.random() with crypto.randomBytes()
* Update changelog
8 months ago
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
...
* Upgrade @types/big.js to version 6.2.2
* Refactor imports
8 months ago
458ef169f4
Feature/add support for toncoin cryptocurrency ( #3189 )
...
* Add Toincoin
* Update changelog
8 months ago
87bf8df1c3
Bugfix/missing performance chart in presenter view ( #3181 )
...
* Fix missing performance chart in presenter view
* Update changelog
8 months ago
3f7d6b25c7
Feature/extend faq by backup strategy ( #3180 )
...
* Add backup strategy
* Update changelog
8 months ago
8a062e03ab
Feature/add benchmark name to tooltip of benchmark comparator ( #3177 )
...
* Add benchmark name to chart tooltip
* Update changelog
8 months ago
87cc887865
Feature/Set meta theme color dynamically to respect appearance ( #3129 )
...
* Set meta theme color dynamically to respect appearance (dark mode)
* Update changelog
8 months ago
61ecd15f1d
Feature/change edit button to a in admin market data page ( #3164 )
...
* Change edit button to a
* Update changelog
8 months ago
eb853f05ae
Feature/add support to delete asset profile from dialog ( #3165 )
...
* Add support to delete asset profile from dialog
* Update changelog
8 months ago
6285417903
Feature/change grant private access with permissions to general availability ( #3169 )
...
* Change grant private access with permissions from experimental to general availability
* Update changelog
8 months ago
ca674a654e
Feature/add symbol and isin to position detail dialog ( #3163 )
...
* Add symbol and ISIN
* Update translations
* Update changelog
8 months ago
7e28e42995
Feature/exclude fees from holdings ( #3160 )
8 months ago
e21563d903
Feature/increase timeout to load benchmarks ( #3158 )
...
* Increase request timeout
* Update changelog
8 months ago
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
...
* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
8 months ago
a90c067da0
Clean up ( #3157 )
8 months ago
38c2baf943
Feature/improve exception handling of current investments in various rules ( #3156 )
...
* Improve exception handling
* Update changelog
8 months ago
82c78cad6b
Format ( #3155 )
8 months ago
bffe6060bd
Pass portfolio calculator to getChart() ( #3153 )
8 months ago
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
...
* Fix total dividend calculation
* Update changelog
8 months ago
3b895afc9e
Enable account balance update for fee and interest activities ( #3145 )
...
* Enable account balance update for fee and interest activities
* Update changelog
8 months ago
00c2ede85e
Feature/improve usability of platform and tag management ( #3144 )
...
* Improve usability
* Update changelog
8 months ago
8420cb830c
Feature/add product roadmap to faq ( #3143 )
...
* Add product roadmap
* Update changelog
8 months ago
a0ddd1f9b9
Fix date conversion in import of historical market data ( #3117 )
...
* Fix date conversion in import of historical market data
* Update changelog
8 months ago
671e4e316b
Release 2.63.2 ( #3138 )
9 months ago
473136e9aa
Release 2.63.1 ( #3135 )
...
* Release 2.63.1
9 months ago
7a364472c8
Bugfix/fix liability issue in allocations ( #3133 )
...
* Remove liabilities from allocations calculation
* Update changelog
9 months ago
e792924606
Update OSS friends ( #3132 )
9 months ago
d32dd5e860
Feature/upgrade countries list to version 3.1.0 ( #3131 )
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* Upgrade countries-list to version 3.1.0
* Update changelog
9 months ago
bb86f85203
Feature/add available home server systems to faq ( #3126 )
...
* Add available home server systems
* Update changelog
* Add CasaOS to README.md
9 months ago
0bca8897d6
Fix average price calculation by only considering BUY transactions ( #3125 )
...
* Fix average price calculation by only considering buy transactions
* Update changelog
9 months ago
eb75be8535
Optimize details endpoint ( #3123 )
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* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
9 months ago
6d2a897366
Refactor orders with activities ( #3122 )
9 months ago
d8bfb23f20
Refactor reduce() with getSum() ( #3121 )
9 months ago
d9d71e7827
Fix issue with removing account from activity ( #3112 )
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* Fix issue with removing account from activity
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
9 months ago
b642ce08e5
Refactor item type ( #3119 )
9 months ago
bc8d8309d4
Improve handling of future liabilities ( #3118 )
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* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
9 months ago
1f2f9f22f2
Feature/remove environment variable web auth rp ( #3115 )
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* Remove environment variable WEB_AUTH_RP_ID
* Update changelog
9 months ago
7a3237f1ff
Adapt style of inactive users ( #3114 )
9 months ago
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
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* Integrate dividend into transaction point concept
* Update changelog
9 months ago
77358eed65
Feature/Include user role in admin endpoint ( #3107 )
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* Include user role in admin endpoint
9 months ago
c54392b7bb
Bugfix/fix exception in account value calculation ( #3109 )
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* Fix exception in value of account calculation caused by liabilities
* Update changelog
9 months ago
f3a8822a77
Feature/remove-v-from-version-in-admin-endpoint ( #3101 )
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* Remove "v" from version in admin endpoint
9 months ago
f1dc075c36
Update translations ( #3093 )
9 months ago
c37ad9bad4
Bugfix/fix activities import ( #3095 )
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* Fix query parameter handling of booleans
* Update changelog
9 months ago
4ab3f81384
Extract getFactor() ( #3089 )
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* Extract getFactor()
* Refactoring
9 months ago
b932bac9aa
Feature/optimize summary calculation ( #3088 )
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* Optimize calculation
* Update changelog
9 months ago
40b454d2f3
Feature/refresh cryptocurrencies list 20240302 ( #3085 )
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* Update cryptocurrencies.json
* Add UNI7083
* Update changelog
9 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
9 months ago
66992ef915
Bugfix/change show condition of button to fetch current market price ( #3079 )
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* Change show condition of button to fetch current market price
* Update changelog
9 months ago
7f67430685
Bugfix/readd value in base currency to activity ( #3078 )
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* Readd valueInBaseCurrency
* Update changelog
9 months ago
5d7c19b0ed
Fix typo ( #3076 )
9 months ago
633c65e33c
Feature/extend self hosting faq ( #3068 )
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* Extend self-hosting FAQ
* Update changelog
9 months ago
68e558f198
Feature/Improve activities import by ISIN number ( #3051 )
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* Improve activities import by ISIN number
* Update changelog
9 months ago
12ca01c862
Update OSS friends ( #3066 )
9 months ago
2115745471
Bugfix/fix issue with exchange rate calculation of wealth items in accounts ( #3065 )
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* Fix exchange rate calculatio of wealth items in accounts
* Update changelog
9 months ago
3615e2f057
Feature/improve handling of activities without account ( #3060 )
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* Improve handling of activities without account
* Update changelog
9 months ago
d3679d41b3
Bugfix/fix query to filter activities of excluded accounts ( #3059 )
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* Fix query to filter activities of excluded accounts
* Update changelog
9 months ago
f2d431a6b8
Bugfix/improve asset profile validation in activities import ( #3057 )
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* Improve asset profile validation
* Update changelog
9 months ago
2bc8bebfb8
Clean up dist folders ( #3053 )
9 months ago
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
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* Move break down of performance to general availability
* Update changelog
9 months ago
b060b81204
Fix debugging with VS Code due to missing Source Map ( #3050 )
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Fixes #2801
9 months ago
a8d557eb1b
Disable parallel execution of commands causing race condition between mkdir and cp ( #3052 )
9 months ago
6ae3a47b54
Bugfix/change top and bottom performers to performance with currency effect ( #3046 )
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* Change to performance with currency effect
* Update changelog
9 months ago
88c19eb45e
Feature/restructure copy assets nx target ( #3045 )
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* Restructure copy-assets Nx target
* Update changelog
9 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
9 months ago
c002e37285
Feature/add missing default currency to prepare currencies function ( #3042 )
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* Add missing default currency
* Update changelog
9 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
9 months ago
a3178fb213
Feature/expose redis database via environment variable ( #3036 )
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* Expose Redis database via environment variable
* Update changelog
9 months ago
40836b745b
Feature/improve validation for currency in endpoints ( #3030 )
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* Improve validation for currency
* Update changelog
9 months ago
07eabac059
Feature/add missing database indexes part 2 ( #3033 )
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* Add missing database indexes (for orderBy and where clauses)
* Update changelog
9 months ago
48b412cfb8
Feature/harmonize setting of default locale ( #3032 )
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* Harmonize setting of default locale
* Update changelog
9 months ago
b62488628c
Prettify markup ( #3029 )
9 months ago
9acdb41aa2
Refactor params to object ( #2987 )
9 months ago
be7f6bb657
Feature/add inactive as user role ( #3024 )
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* Add INACTIVE as user role
* Update changelog
9 months ago
6f7cbc93b9
Add missing type ( #3023 )
9 months ago
0b5c71130d
Update OSS friends ( #3008 )
9 months ago
67ae86763e
Handle premium data provider in getQuotes() ( #3020 )
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* Handle premium data provider in getQuotes()
9 months ago
266c0a9a2c
Feature/eliminate search request in get quotes of eod service ( #3019 )
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* Eliminate search request to get quotes
* Update changelog
9 months ago
a3cdb23776
Feature/refactor query to filter activities of excluded accounts ( #3016 )
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* Refactor query to filter activities of excluded accounts
* Update changelog
9 months ago
e1371a8d2b
Clean up ( #3018 )
9 months ago
448cea0b69
Feature/improve usability of holdings table ( #3017 )
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* Improve usability
* Update changelog
9 months ago
ad42c0bf28
Enable FAQ link for self-hoster ( #3015 )
9 months ago
f50670c7fe
Feature/improve language localization for de 20240217 ( #3014 )
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* Update translations
* Update changelog
9 months ago
2518a8fd9d
Feature/add accounts tab to position detail dialog ( #3012 )
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* Add accounts tab to position detail dialog
* Update changelog
9 months ago
29cb83d469
Bugfix/improve x axis scale of dividend and investment timeline ( #3010 )
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* Improve X-axis scale
* Update changelog
9 months ago
cac73ac111
Feature/divide faq page in three sections ( #3003 )
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* Divide FAQ page in three sections
* General
* Cloud (SaaS)
* Self-Hosting
* Update changelog
9 months ago
02cf4295a9
Feature/add loading indicator to dividend and investment timelines ( #3007 )
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* Add loading indicators
* Dividend timeline
* Investment timeline
* Update changelog
9 months ago
78b3328bf7
Add activities count ( #3005 )
9 months ago
e0d6d9e8ca
Migrate if / else to control flow ( #3001 )
9 months ago
54310f2214
Feature/add support for jupiter cryptocurrency ( #2999 )
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* Add JUP29210
* Update changelog
9 months ago
1fec49fbc2
Improve states ( #3000 )
9 months ago
2985dd67c5
Feature/improve ordered list in safari ( #2996 )
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* Improve ordered list in Safari (without text-truncate)
* Update changelog
9 months ago
cc0ce18627
Bugfix/fix date conversion in import of historical market data ( #2994 )
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* Fix date conversion
* Update changelog
9 months ago
b758654158
Fix renew plan label ( #2993 )
10 months ago
fd294d4d2b
Migrate to control flow ( #2992 )
10 months ago
446c7cb517
Remove closing tags of mat-* components ( #2989 )
10 months ago
e921ed7f52
Reorder imports ( #2988 )
10 months ago
ef9d77312e
Introduce renewal-early-bird ( #2982 )
10 months ago
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
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* Introduce setting to disable data gathering
* Update changelog
10 months ago
Thomas Kaul
Achal
Chang-Yen Tseng
Eduardo Marinho
Juan Abascal Sanchez
Fedron
Gerard Du Pre
Colin Seymour
Bastien Jeannelle
Arshad Jamal
Francisco Silva
qiaoy
helgehatt
Christoph Califice
Miguel Coxo
rodriguestiago0
gizmodus
Søren Bjergmark
miles