db1d474ddf
Feature/more discreet data provider warning ( #589 )
...
* Upgrade http-status-codes to version 2.2.0
* Make the data provider warning more discreet
* Update changelog
3 years ago
9d3610331a
Add guard ( #582 )
3 years ago
0043b44670
Feature/improve data gathering for currencies ( #581 )
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* Improve data gathering for currencies, add warning if it fails
* Update changelog
3 years ago
bbc4e64cb4
Bugfix/filter currencies with null value ( #579 )
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* Filter currencies with null value
* Update changelog
3 years ago
8f583709ef
Feature/add support for cosmos and polkadot ( #577 )
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* Add support for cryptocurrencies ATOM and DOT
* Update changelog
3 years ago
4c30212a72
Feature/improve data gathering ( #576 )
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* Eliminate benchmarks to gather
* Optimize 7d data gathering
* Update changelog
3 years ago
3b9a8fabb5
Clean up ( #574 )
3 years ago
5d39b267ab
write portfolio calculator test case for symbol BALN.SW (refs #554 ) ( #572 )
3 years ago
ffaaa14dba
Feature/increase fear and greed index to 30 days ( #571 )
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* Increase Fear & Greed index to 30 days
* Update changelog
3 years ago
9f545e3e2b
Feature/add cryptocurrency solana ( #563 )
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* Add support for Solana and clean up symbol conversion (SOL1USD)
* Update changelog
3 years ago
1602f976f0
Feature/convert errors to warnings in portfolio calculator ( #562 )
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* Convert errors to warnings
* Update changelog
3 years ago
e78755c280
Replace OrderType with Type (prisma) ( #560 )
3 years ago
ddce8cc7f9
Feature/support update of historical data ( #557 )
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* Support update of historical data
* Update changelog
3 years ago
e518bc3779
Feature/clean up all time high and low from performance endpoint ( #551 )
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* Remove isAllTimeHigh / isAllTimeLow
* Update changelog
3 years ago
eff807dd9a
Add tests for yahoo Finance symbol conversion ( #550 )
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* Add tests for yahoo Finance symbol conversion
* Refactoring
3 years ago
155bf67f60
Bugfix/fix symbol conversion from yahoo finance with hyphen ( #549 )
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* Fix symbol conversion from Yahoo Finance
* Update changelog
3 years ago
7439c1bf54
fix(custom-cryptocurrencies): add uniswap (uni3) ( #541 )
3 years ago
e255b76053
Feature/check currency in import validation ( #538 )
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* Check currency in import validation (avoid importing transactions in wrong currency)
* Update changelog
3 years ago
ed7209fb53
Feature/remove transactions import limit ( #536 )
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* Remove default transactions import limit
* Update changelog
3 years ago
11076592d1
Do not log coupon code ( #533 )
3 years ago
ebee851b23
Feature/support data gathering by symbol and date ( #532 )
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* Support data gathering by symbol and date
* Update changelog
3 years ago
78e0fdb0ca
Add coupon system ( #529 )
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* Add coupon system
* Update changelog
3 years ago
d09cad4e05
Feature/read only mode ( #520 )
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* Setup read only mode and update permissions dynamically
* Update changelog
3 years ago
069660afe4
Feature/increase fear and greed index to 10 days ( #525 )
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* Increase to 10 days
* Update changelog
3 years ago
4d9a223491
Feature/add system message ( #519 )
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* Add system message
* Update changelog
3 years ago
aed8f5cf04
Feature/upgrade prisma to version 3.6.0 ( #518 )
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* Upgrade prisma from version 2.30.2 to 3.6.0
* Update changelog
3 years ago
1beb4de62f
Feature/support additional currencies ( #517 )
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* Support additional currencies
* Update changelog
3 years ago
3e82de6b21
Feature/add historical data chart of fear and greed index ( #515 )
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* Add historical data chart of market mood
* Update changelog
3 years ago
563f354e7e
Feature/symbol to uppercase to avoid duplicates ( #514 )
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* Convert the symbol to uppercase to avoid case-sensitive duplicates
* Update changelog
3 years ago
e96e6c717c
Feature/enable import by default ( #513 )
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* Enable import by default
* Update changelog
3 years ago
49f46e1a1e
Bugfix/improve allocations by currency with cash balances ( #508 )
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* Improve allocations by currency in combination with cash balances
* Update changelog
3 years ago
4908e6d35d
Bugfix/fix data gathering of fear and greed index ( #505 )
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* Fix data gathering of fear and greed index
* Update changelog
3 years ago
11be6f630f
Feature/expose data gathering by symbol ( #503 )
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* Expose data gathering by symbol as endpoint
* Update changelog
3 years ago
1f042ee791
Feature/eliminate redundant storage of historical exchange rates ( #500 )
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* Eliminate redundant storage of historical exchange rates
* Clean up experimental API
* Update changelog
3 years ago
da6eaa0d77
Harmonize error log ( #499 )
3 years ago
6c07759eb7
Feature/add market data tab to admin control panel ( #497 )
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* Add market data tab
* Update changelog
3 years ago
72067459d6
Feature/add value to position detail dialog ( #492 )
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* Add value to position detail dialog
* Update changelog
3 years ago
fbd1475402
Feature/upgrade core dependencies ( #490 )
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* Upgrade core dependencies
* angular
* nestjs
* Nx
* rxjs
* storybook
* Temporarily fix imports for storybook
* Update changelog
3 years ago
1c2ca5b96b
Feature/accentuate all time high and low ( #428 )
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* Accentuate all time high and all time low
* Update changelog
Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
3 years ago
80782f1098
add support for euro cryptocurrencies, ALGO and remove unknown crypto… ( #480 )
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* add support for euro cryptocurrencies, ALGO and remove unknown cryptocurrencies from list
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
e1932eb5a1
Bugfix/exclude drafts from transaction count ( #473 )
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* Fix transactions count (exclude drafts)
* Improve wording (summary page)
* Update changelog
3 years ago
3032126508
Feature/add footer row to accounts table ( #471 )
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* Add footer row to accounts table with total balance and value
* Update changelog
3 years ago
d2fabe7ce4
Feature/add value column to accounts table ( #468 )
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* Add value column
* Update changelog
3 years ago
a42700b9fe
Feature/introduce data gathering progress ( #467 )
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* Add data gathering progress
* Update changelog
3 years ago
9df8541145
Feature/log logo on server start ( #466 )
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* Log logo on server start
* Update changelog
3 years ago
cd76f89902
Feature/increase decimal places for cryptocurrencies ( #462 )
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* Calculate quantity precision
* Update changelog
3 years ago
e01e039a00
Release 1.72.0 ( #459 )
3 years ago
d60b444324
Release/1.71.0 ( #458 )
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* Refactor logger
* Fix exception
* Update changelog
3 years ago
d999a27159
Feature/move scraper configuration to symbol profile ( #456 )
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* Move scraper configuration
* Update changelog
3 years ago
678544748a
Add symbol mapping ( #452 )
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* Add symbol mapping
* Update changelog
3 years ago
edb66bb166
Feature/extend statistics ( #449 )
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* Extend statistics
* Update changelog
3 years ago
1397cd62a8
Feature/extend public page ( #445 )
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* Extend public page
* Update changelog
3 years ago
9133ea38f3
Feature/order accesses ( #441 )
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* Order accesses
* Update changelog
3 years ago
2de0e75cb8
Feature/add user interface for granting and revoking public access ( #439 )
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* Add user interface for granting and revoking public access
* Update changelog
3 years ago
1296f95602
Feature/move data enhancer from data provider to data gathering ( #437 )
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* Move data enhancers from data provider to data enhancer module
* Update changelog
3 years ago
19e2d54791
Refactor custom cryptocurrencies ( #433 )
3 years ago
099ad18aaf
refactor data-provider.service.ts to have dynamic list of services ( #429 )
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* Refactor data-provider.service.ts to have dynamic list of services
* Update changelog
Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
6dea9093ba
Feature/add public portfolio ( #426 )
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* Setup public portfolio page
* Update changelog
3 years ago
b57301ef50
Feature/extend import validation message ( #421 )
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* Extend import validation message
* Update changelog
3 years ago
2e5176bacf
Feature/extend import by csv files ( #419 )
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* Support import of csv files
* Update changelog
3 years ago
f06a0fbbee
Feature/validate duplicate orders for import ( #416 )
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* Validate duplicate orders
* Update changelog
3 years ago
93dcbeb6c7
Feature/add validation for import ( #415 )
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* Valid data types
* Maximum number of orders
* Data provider service returns data for the dataSource / symbol pair
3 years ago
f308ae7a13
add sectors and countries for ETFs ( #410 )
...
* Update changelog
Co-Authored-By: Valentin Zickner <valentin@coderworks.de>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
3 years ago
d1eedf9726
Bugfix/various fixes ( #407 )
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* Fix links
* Update column
* Fix impersonation mode
* Update changelog
3 years ago
de94494aa0
Bugfix/fix symbol conversion for yahoo finance ( #405 )
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* Fix symbol conversion for Yahoo Finance
* Update changelog
3 years ago
1050bfa098
Feature/improve yahoo finance symbol conversion ( #402 )
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* Improve symbol conversion
* Update changelog
3 years ago
fe2bd6eea8
Feature/protect endpoints ( #396 )
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* Protect endpoints
* Update changelog
4 years ago
39d9828f9f
Feature/respect account currency in exchange rate data service ( #391 )
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* Respect the accounts' currencies
* Update changelog
4 years ago
6333aa972d
Bugfix/fix data gathering after seed ( #390 )
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* Fix data gathering after seed
* Update changelog
4 years ago
dcee651098
Feature/support unlimited currencies ( #387 )
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* Support unlimited currencies
* Update changelog
4 years ago
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
4 years ago
641fe4e8f4
Bugfix/net performance in positions endpoint ( #377 )
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* Nullify net performance
* Update changelog
4 years ago
5b588c2000
Bugfix/hide the current net performance ( #373 )
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* Hide the current net performance
* Update changelog
4 years ago
4a815d2031
Feature/change data gathering selection ( #368 )
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* Change data gathering selection from distinct orders to symbol profiles
* Update changelog
4 years ago
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>
4 years ago
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
4 years ago
39f315aba0
Feature/add annualized performance ( #364 )
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* Add annualized performance
* Update changelog
4 years ago
5d4156ecec
Feature/refactor position detail dialog ( #355 )
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* Add name to portfolio position endpoint
* Update changelog
4 years ago
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
4 years ago
63ee33b685
Use 'import type' to import types, eliminate webpack warnings ( #358 )
4 years ago
9cbf789c22
Bugfix/fix values in position detail dialog ( #351 )
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* Nullify netPerformance
* Introduce precision
* Update changelog
4 years ago
ee5ab05d8a
Release 1.47.1 ( #350 )
4 years ago
bf8856ad19
Bugfix/fix search for cryptocurrencies ( #348 )
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* Fix the search for cryptocurrency symbols
* Update changelog
4 years ago
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>
4 years ago
ba234a470e
Feature/add storybook story for trend indicator component ( #346 )
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* Add storybook story for trend indicator component
* Update changelog
4 years ago
4c194c938a
Feature/add contributors count to statistics ( #342 )
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* Add contributors count to statistics
* Update changelog
4 years ago
6386786ac0
Bugfix/improve symbol lookup ( #322 )
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* Improve symbol lookup
* Update changelog
4 years ago
73a967a7e5
Feature/add cash as asset sub class ( #319 )
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* Add cash as asset sub class
* Update changelog
4 years ago
c5bb3023d3
Bugfix/filter out positions without quantity ( #317 )
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* Filter out positions without any quantity
* Update changelog
4 years ago
fe975945d1
Feature/add fallback for loading currencies ( #315 )
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* Add fallback for loading currencies
* Update changelog
4 years ago
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
4 years ago
72c065a59d
Feature/introduce asset sub class ( #312 )
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* Introduce asset sub class
* Update changelog
4 years ago
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
4 years ago
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
4 years ago
c2ab6a6c44
Feature/improve portfolio details endpoint ( #302 )
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* Make details endpoint fault tolerant (do not throw error)
* Update changelog
4 years ago
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
4 years ago
e17b217032
Bugfix/fix issue on buy date in position detail dialog ( #297 )
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* Fix issue on buy date
* Update changelog
4 years ago
05b0efef82
Feature/add restricted view ( #295 )
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* Add restricted view
* Update changelog
4 years ago
0ee2258af8
Feature/improve impersonation mode ( #293 )
...
* Improve the impersonation mode
* Update changelog
4 years ago
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>
4 years ago
Thomas Kaul
Valentin Zickner
Rafael Augusto de Oliveira
Matthias Frey