Thomas Kaul
4e7b7375a9
Feature/setup open figi ( #2526 )
...
* Setup OpenFIGI
* Update changelog
1 year ago
Thomas Kaul
6a19eab425
Feature/improve membership card ( #2517 )
...
* Improve style
* Add animated border
1 year ago
Basim Mohammed
f66edf8de0
Add membership card component ( #2507 )
...
* Add membership card component
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
30e561c06f
Feature/extend assistant with search for asset profile ( #2499 )
...
* Extend assistant with search for asset profile
* Extend search results by currency, symbol and asset sub class
* Update changelog
1 year ago
Pavol Kolcun
7ae49eb839
Add endpoint for account balances ( #2484 )
...
* Add endpoint for account balances
* Update changelog
---------
Co-authored-by: Pavol Kolcun <pavol.kolcun@student.tuke.sk>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Aldrin
5db984ffef
Add date column to benchmark component ( #2466 )
...
* Add date column to benchmark component
1 year ago
Kevin
6c66033eb4
Add date to markets overview by benchmarks ( #2436 )
...
* Add date
* Update changelog
1 year ago
Thomas Kaul
e9ef911548
Feature/improve search results display in assistant ( #2458 )
...
* Only show search results if search is active
* Update changelog
1 year ago
Thomas Kaul
550e646079
Feature/introduce assistant ( #2451 )
...
* Introduce assistant
* Update changelog
1 year ago
Kevin
37ff7acf04
Change platform control from select to autocomplete in account dialog ( #2429 )
...
* Change platform control from select to autocomplete in account dialog
* Update changelog
1 year ago
Thomas Kaul
8236091477
Feature/add support for search query in portfolio position endpoint ( #2443 )
...
* Introduce search query filter
* Update changelog
1 year ago
Subhajit Ghosh
46614a7c24
Create carousel component for testimonials ( #2394 )
...
* Create carousel component for testimonials
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Siddharth Singh
d9a6c22e1e
Add application version to admin endpoint ( #2423 )
...
* Add application version to admin endpoint
* Update changelog
1 year ago
Thomas Kaul
5b7409d08e
Feature/add tag management in admin control panel ( #2389 )
...
* Add tag management
* Update locales
* Update changelog
1 year ago
Thomas Kaul
703a96f4db
Add guard ( #2377 )
1 year ago
Thomas Kaul
42c0560422
Feature/translate activity type ( #2376 )
...
* Introduce ActivityTypeComponent with localized label
* Update changelog
1 year ago
Frane Caleta
eb63802d01
Feature/extend supported date formats in activities import ( #2362 )
...
* Extend supported date formats in activities import
* Update changelog
1 year ago
Thomas Kaul
6d9191a46f
Feature/setup turkish ( #2300 )
...
* Setup Turkish
* Add Turkish translations
* Update changelog
---------
Co-authored-by: sadmimye <134071831+sadmimye@users.noreply.github.com>
1 year ago
Thomas Kaul
6744245d8b
Feature/extend personal finance tools pages 20230922 ( #2369 )
...
* Extend pages
* Refactoring
1 year ago
Thomas Kaul
b12349a148
Feature/add support for interest on account level ( #2354 )
...
* Add support for interest
* Update changelog
1 year ago
Thomas Kaul
ef2849aa6c
Remove this ( #2341 )
1 year ago
Thomas Kaul
7130ac7565
Feature/add support for fees on account level ( #1954 )
...
* Add migration
* Add business logic for fees
* Fix export for liabilities
* Update changelog
1 year ago
Thomas Kaul
ab691bb27a
Feature/remove account type from user interface ( #2335 )
...
* Remove account type from user interface and set it optional
* Update changelog
1 year ago
Thomas Kaul
8fc5676443
Feature/improve timeout of data source requests ( #2330 )
...
* Improve timeout
* Update changelog
1 year ago
Thomas Kaul
0b59fc639d
Feature/upgrade prettier to version 3 ( #2163 )
...
* Upgrade prettier to version 3.0.2
* Prettify code
* Update changelog
1 year ago
Thomas Kaul
2df27100f0
Add middleware ( #2239 )
...
* Add middleware
* Update changelog
1 year ago
Thomas Kaul
6cf6538719
Feature/add currencies preset to historical market data table ( #2243 )
...
* Add currencies preset
* Update locales
* Update changelog
1 year ago
Thomas Kaul
0fd3db3228
Bugfix/fix cash position rows in holdings table ( #2237 )
...
* Fix cash position rows
* Update changelog
1 year ago
Thomas Kaul
9036f53e7d
Reset benchmark in user settings ( #2233 )
1 year ago
Thomas Kaul
4f6d9d3a76
Feature/add timeout to eod historical data requests ( #2222 )
...
* Add timeout to requests using got
* Update changelog
1 year ago
Thomas Kaul
42274917e0
Release 1.297.4 ( #2209 )
1 year ago
Thomas Kaul
43d0b55004
Feature/upgrade to angular 16 ( #2156 )
...
* Upgrade Angular, NestJS and Nx
* Replace executor to @nx/angular:webpack-browser and @nx/angular:webpack-dev-server
* Add target for copying assets
* Improve redirection of home page
* Update changelog
1 year ago
Thomas Kaul
286e41eb21
Feature/optimize import validation by reducing to unique asset profiles ( #2198 )
...
* Optimize activities validation
* Optimize data gathering in import
* Update changelog
1 year ago
Thomas Kaul
d4fea075af
Feature/include unavailable data in allocations by market chart ( #2190 )
...
* Include unavailable data in allocations by market chart
* Update changelog
1 year ago
Hugo Persson
cef7fa79de
Fix total account value calculation for liabilities ( #2184 )
...
* Fix calculation
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
5fe07cb85f
Bugfix/fix value in holdings table ( #2182 )
...
* Fix missing value
* Update changelog
1 year ago
Thomas Kaul
622bb8b0cf
Feature/add allocations by market chart ( #2171 )
...
* Add allocations by (advanced) market
* Fix public page
* Update changelog
1 year ago
Thomas Kaul
cd67ce82fa
Feature/rename queries to presets in market data table of admin control ( #2165 )
...
* Rename queries to presets
* Update changelog
1 year ago
Thomas Kaul
bdf72164b1
Feature/break down emergency fund by cash and assets ( #2159 )
...
* Break down emergency fund in cash and assets
* Update changelog
1 year ago
Thomas Kaul
455a2d2e92
Refactor value to valueInBaseCurrency ( #2160 )
1 year ago
Thomas Kaul
68a9a7f6f9
Feature/add queries to market data table in admin control ( #2153 )
...
* Add queries
* ETF_WITHOUT_COUNTRIES
* ETF_WITHOUT_SECTORS
* Update changelog
1 year ago
Thomas Kaul
30f1a3514a
Feature/add hints to activity types in create or edit activity dialog ( #2150 )
...
* Add hints
* Update changelog
1 year ago
Thomas Kaul
c25f532487
Improve product pages ( #2143 )
1 year ago
Thomas Kaul
c434b730a8
Feature/hide average buy price in position detail chart if no holding ( #2133 )
...
* Hide the average buy price if no holding
* Update changelog
1 year ago
Thomas Kaul
2d23c566f1
Feature/setup personal finance tools pages ( #2135 )
1 year ago
Thomas Kaul
ba220eaee9
Bugfix/fix sorting by currency in activities table ( #2122 )
...
* Fix sorting by currency
* Update changelog
1 year ago
Arghya Ghosh
0d421e7181
Bugfix/fix adding 'Item' and 'Liability' activities ( #2119 )
...
* Fix adding activities of type item and liability
* Update changelog
2 years ago
Thomas Kaul
e62da06c5c
Feature/extend scraper configuration support ( #2110 )
...
* Extend scraper configuration support
* Update changelog
2 years ago
Thomas Kaul
0a465f125d
Feature/add pagination to market data table in admin control panel ( #2108 )
...
* Add pagination
* Update changelog
2 years ago
Arghya Ghosh
6a802a62a0
Add ability to search for indices and fix gf-symbol-autocomplete validation ( #2094 )
...
* Bugfix/Fix gf-symbol-autocomplete validation
* Feature/Add ability to search for indices
* Update changelog
2 years ago
Thomas Kaul
58d9816f01
Feature/extend symbol search component by asset sub classes ( #2087 )
...
* Add asset sub classes
* Update changelog
2 years ago
Francisco Silva
a9526430c2
Improve column headers in holdings table for mobile ( #2071 )
...
* Improve column headers in holdings table for mobile
* Update changelog
2 years ago
Arghya Ghosh
fce3b2084e
Feature/extract symbol search to component ( #2003 ) ( #2056 )
...
* Extract symbol search to component (#2003 )
* Update changelog
2 years ago
Thomas Kaul
06dfb91f82
Release 1.280.1 ( #2069 )
2 years ago
Thomas Kaul
7931e6950d
Feature/add support for liabilities ( #1789 )
...
* Add support for liabilities
* Update changelog
2 years ago
Thomas Kaul
04eb452e04
Add missing guards ( #2067 )
2 years ago
Thomas Kaul
6077bfa754
Feature/change direction of ellipsis icon to horizontal in tables ( #2055 )
...
* Change direction of ellipsis icon to horizontal
* Update changelog
2 years ago
Thomas Kaul
a53461d257
Feature/migrate currency to unit in value component ( #2043 )
...
* Migrate currency to unit
* Update locales
2 years ago
Thomas Kaul
d630fb900d
Feature/add investment streaks ( #2042 )
...
* Add investment streaks
* Current streak
* Longest streak
* Add unit to value component
* Update changelog
2 years ago
Thomas Kaul
ae57a188f5
Feature/improve tab navigations ( #2031 )
...
* Improve tab navigations
* Update changelog
2 years ago
Thomas Kaul
206b6567fd
Feature/improve activities import dialog ( #2016 )
...
* Improve activities import dialog
* Update changelog
2 years ago
Thomas Kaul
144b6b2211
Bugfix/handle undefined in decode data source ( #2013 )
...
* Handle undefined data source
* Update changelog
2 years ago
Thomas Kaul
19333ab084
Fix warnings ( #2011 )
2 years ago
Thomas Kaul
b3baeb8a5d
Feature/support case insensitive names in portfolio proportion chart ( #2004 )
...
* Sum up case insensitive names
* Update changelog
2 years ago
Thomas Kaul
215f5eafa6
Feature/set asset profile as benchmark ( #2002 )
...
* Set asset profile as benchmark
* Update changelog
Co-authored-by: Arghya Ghosh <arghyag5@gmail.com>
2 years ago
Thomas Kaul
86296b3591
Feature/improve local number formatting in value component ( #1992 )
...
* Improve local number formatting
* Update changelog
2 years ago
Thomas Kaul
4d700e3b83
Feature/add error message if importing duplicates ( #1984 )
...
* Add error messages if import include duplicates
* Update changelog
2 years ago
Thomas Kaul
19e6df4fb2
Fix exception ( #1979 )
2 years ago
Thomas Kaul
7fc3fff431
Bugfix/fix storybook setup ( #1976 )
...
* Fix Storybook setup
* Update changelog
2 years ago
Thomas Kaul
edd690850c
Feature/setup open startup page ( #1967 )
...
* Setup Open Startup page
* Update changelog
2 years ago
Visrut
9c30139b86
FIX #1951 : select checkbox state fix for duplicates ( #1958 )
...
* FIX #1951 : select checkbox state fix for duplicates
* Update changelog
2 years ago
Visrut
7d6a74a67d
Feature/improve check for duplicates in import #1932 ( #1940 )
...
* Improve check for duplicates in import
* Update changelog
2 years ago
Thomas Kaul
32c1e6b390
Feature/upgrade to nx 16.0 ( #1943 )
...
* Upgrade to Nx 16.0
* Update changelog
2 years ago
FabioAzevedo0619
e1892d2870
Feature/platform management ( #1922 )
...
* Added platform management to admin control panel
* Update changelog
2 years ago
Thomas Kaul
e3c9316486
Feature/improve tooltip of portfolio proportion chart ( #1919 )
...
* Hide title
* Update changelog
2 years ago
Thomas Kaul
15c96a9757
Feature/add allocations by platform chart ( #1915 )
...
* Add allocations by platform
* Update changelog
2 years ago
Thomas Kaul
1ca3792a4b
Feature/clean up initial values from x ray ( #1914 )
...
* Clean up initial (original) values from X-Ray
* Refactor current to valueInBaseCurrency
* Update changelog
2 years ago
Thomas Kaul
f4c748f67a
Feature/extend support for impersonation mode ( #1898 )
...
* Support impersonation of all users for local development
* Update changelog
2 years ago
Francisco Silva
67e758365f
feature: allow to delete all activities of a user ( #1880 )
...
* Allow to delete all activities of a user
* Update changelog
2 years ago
Thomas Kaul
3daf55a0dd
Bugfix/remove sort header in comment column of activities table ( #1883 )
...
* Remove sort header
* Update changelog
2 years ago
Thomas Kaul
aafedd5f75
Feature/increase robustness if live data is missing ( #1884 )
...
* Continuously persist today's market data
* Add fallback to historical market data if data provider does not provide live data
* Update changelog
2 years ago
Francisco Silva
32956ae04c
Fix: performance column header alignment ( #1881 )
...
* Fix: performance column header alignment
* Update changelog
2 years ago
Thomas Kaul
5eff8402db
Release/1.258.0 ( #1878 )
...
* Release 1.258.0
* Introduce data source mapping
* Update changelog
2 years ago
Thomas Kaul
654446f068
Feature/improve handling of jobs ( #1864 )
...
* Improve handling of jobs
* Remove jobs on complete
* Refactor jobs removal
* Update changelog
2 years ago
Thomas Kaul
1b7b082003
Feature/migrate various components to angular material 15 ( #1836 )
...
* Migrate components to Angular Material 15
* Update changelog
2 years ago
Thomas Kaul
52e7a7886d
Feature/migrate libs components to angular material 15 ( #1833 )
...
* Migrate to Angular Material 15
* Update changelog
2 years ago
Thomas Kaul
36298b217e
Feature/improve tick abbreviation function ( #1828 )
...
* Keep the value if value smaller than 1000
* Update changelog
2 years ago
Thomas Kaul
9bce57894e
Feature/increase historical market data gathering to 10 years ( #1830 )
...
* Increase historical market data gathering of currency pairs to 10+ years
* Update changelog
2 years ago
Thomas Kaul
a5f833c612
Feature/upgrade angular and nx 20230405 ( #1826 )
...
* Upgrade angular and Nx
* Update changelog
2 years ago
Thomas Kaul
864f585efa
Release/1.250.0 ( #1821 )
2 years ago
Thomas Kaul
6d56146054
Feature/add support for multiple subscription offers ( #1818 )
...
* Setup for multiple subscription offers
* Update changelog
2 years ago
Thomas Kaul
1f3511368a
Feature/always show label in value component ( #1812 )
...
* Always show label while loading
* Update changelog
2 years ago
Thomas Kaul
b37df2c84f
Bugfix/fix algebraic sign in value component ( #1811 )
...
* Fix algebraic sign by resetting member variables
* Update changelog
2 years ago
Thomas Kaul
c45df20d88
Sort imports ( #1797 )
2 years ago
Thomas Kaul
5db2faa17d
Bugfix/fix border color in fire calculator ( #1792 )
...
* Fix border color
* Update changelog
2 years ago
Thomas Kaul
3af8be89e3
Feature/improve usability of fire calculator ( #1779 )
...
* Improve usability
* Add debounce
* Persist annualInterestRate
* Partially disable date picker
* Update changelog
2 years ago
Robbert Coeckelbergh
fce9e7fb0c
Feature/extend fire calculator by retirement date ( #1748 )
...
* Extend fire calculator by retirement date
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
6301c0c21c
Clean up ( #1767 )
2 years ago
Thomas Kaul
1e42d6bffa
Feature/harmonize axis style of charts ( #1768 )
...
* Harmonize axis style
* Update changelog
2 years ago
Thomas Kaul
cc6320acfd
Feature/simplify database seeding ( #1763 )
...
* Simplify database seeding
* Update documentation
* Update changelog
2 years ago
Thomas Kaul
261a0fb0b9
Refactor AuthInterceptor ( #1764 )
...
* Refactor AuthInterceptor
* Refactor JwtStrategy
2 years ago
Thomas Kaul
897e941e7a
Feature/add data provider info to position ( #1730 )
...
* Add data provider info
* Update changelog
2 years ago
Thomas Kaul
1ffa831c5c
Feature/improve style of symbol search results ( #1728 )
...
* Improve style
* Update changelog
2 years ago
Thomas Kaul
bf2de5d572
Feature/add support to pricing page ( #1723 )
...
* Add support
* Update changelog
2 years ago
Thomas Kaul
2b4a1dc480
Bugfix/fix issue with exact matches in activities filter ( #1724 )
...
* Fix issue with exact match
* Update changelog
2 years ago
Thomas Kaul
ce022c024f
Feature/upgrade nx to version 15.7.2 ( #1721 )
...
* Upgrade Angular and Nx
* Update changelog
2 years ago
Thomas Kaul
bfa32537a8
Feature/improve usability of import activities action ( #1695 )
...
* Improve usability of import activities action
* Update changelog
2 years ago
Thomas Kaul
de76b0d8c3
Feature/add data import and export to pricing page ( #1697 )
...
* Add data import and export
* Update changelog
2 years ago
Thomas Kaul
436f791fa4
Feature/upgrade chart.js to version 4.2.0 ( #1567 )
...
* Upgrade chart.js to version 4.2.0
* Update changelog
2 years ago
Thomas Kaul
75d140b436
Harmonize file name ( #1662 )
2 years ago
Yash Solanki
a79f31b006
Feature/add accounts import export ( #1635 )
...
* Add accounts to activities export
* Add logic for importing accounts
* Update changelog
2 years ago
Thomas Kaul
45cfd61dbb
Feature/improve styling in admin control panel ( #1665 )
...
* Improve styling
* Update changelog
2 years ago
Thomas Kaul
1b2f8e5586
Feature/extend analytics by country ( #1661 )
...
* Extend analytics by country
* Fix Upgrade Plan button of subscription interstitial
* Update changelog
2 years ago
Thomas Kaul
0000317041
Upgrade Nx and Angular ( #1646 )
...
* Upgrade Nx and Angular
* Update changelog
* Feature/eliminate angular material css vars (#1648 )
* Eliminate angular-material-css-vars
* Update changelog
2 years ago
Thomas Kaul
f7597c213d
Feature/add dividend and fees to position detail dialog ( #1643 )
...
* Add dividend and fees to position detail dialog
* Update changelog
2 years ago
Thomas Kaul
6aae0cc1e4
Bugfix/fix issue with value in value redaction interceptor ( #1627 )
...
* Fix issue with value in value redaction interceptor
* Fix format of world map
* Update changelog
2 years ago
Thomas Kaul
5d8a50a80d
Feature/add interstitial for subscription ( #1637 )
...
* Add interstitial
* Improve pricing page
* Update changelog
2 years ago
Thomas Kaul
271001f523
Feature/remove toggle on allocations page ( #1620 )
...
* Rename allocationCurrent, remove allocationInvestment
* Update changelog
2 years ago
Thomas Kaul
7fa6eda45d
Feature/remove emergency fund as asset class ( #1615 )
...
* Remove emergency fund as asset class
* Update changelog
2 years ago
Martin Vandenbussche
2beceb36cf
Overriding tooltip title for graphs where grouping is defined ( #1605 )
...
* Overriding tooltip title for graphs where grouping is defined
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
0878941c4f
Feature/support translated tags ( #1600 )
...
* Support translated tags
* Update changelog
2 years ago
Thomas Kaul
69a9e77820
Feature/improve logo alignment ( #1599 )
...
* Improve logo alignment
* Update changelog
2 years ago
Thomas Kaul
90a7a84ac5
Feature/add global heat map to landing page ( #1584 )
...
* Add global heat map
* Update changelog
2 years ago
Thomas Kaul
f3c8ec27cb
Feature/improve deprecated sass imports ( #1581 )
...
* Improve deprecated Sass imports
* Update changelog
2 years ago
Thomas Kaul
a850e8ca22
Import dividend ( #1560 )
...
* Import dividend
* Update changelog
2 years ago
Yash Solanki
925d38703e
Feature/add group by year option on analysis page ( #1568 )
...
* Add group by year option
2 years ago
Thomas Kaul
b17111e6f1
Feature/setup fr ( #1571 )
...
* Setup fr
* Update changelog
2 years ago
Thomas Kaul
c4765e31cd
Feature/setup pt ( #1439 )
...
* Setup pt
* Update changelog
2 years ago
Thomas Kaul
eb4d088a80
Feature/optimize page title for mobile ( #1564 )
...
* Optimize page title for mobile
* Update changelog
2 years ago
Thomas Kaul
8818e09be8
Feature/add prefix to coupon codes ( #1562 )
...
* Add prefix
* Update changelog
2 years ago
Thomas Kaul
dd7a6f1562
Bugfix/fix i18n for account type ( #1554 )
...
* Translate account type
* Update changelog
2 years ago
Thomas Kaul
d545e4877c
Feature/improve activities import by preview step ( #1540 )
...
* Improve activities import
* Update changelog
2 years ago
Thomas
1918dee9c5
Format code
2 years ago
Yash Solanki
a08610b603
Feature/improve activities import ( #1531 )
2 years ago
Thomas Kaul
b56111ae85
Feature/add dry run to import api endpoint ( #1526 )
...
* Add dry run to import API endpoint
* Update changelog
2 years ago
Thomas Kaul
c38ebec3be
Feature/add name to activities table ( #1516 )
...
* Add name to symbol column
* Update changelog
2 years ago
Thomas Kaul
2b8ab26e7e
Feature/combine name and symbol column in holdings table ( #1514 )
...
* Combine name and symbol column
* Update changelog
2 years ago
gobdevel
616d168a7c
Feature/add signup permission ( #1512 )
...
* Added support to disable user sign up in the admin control panel
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
e87b93f19c
Feature/add logo endpoint ( #1506 )
...
* Add logo endpoint
* Update changelog
2 years ago
Thomas Kaul
49dcade964
Feature/add date of first activity to holdings ( #1505 )
...
* Add date of first activity
* Update changelog
2 years ago
Thomas Kaul
7cd65eed39
Feature/improve asset profile details dialog ( #1504 )
...
* Improve asset profile details dialog
* Update changelog
2 years ago
Thomas Kaul
a51b210f79
Feature/upgrade chart.js to version 4.0.1 ( #1503 )
...
* Upgrade chart.js to version 4.0.1 (including plugins)
* Migrate border attributes
* Update changelog
2 years ago
Thomas Kaul
3a78d6c3f1
Feature/add dividend timeline ( #1498 )
...
* Add dividend timeline
* Update changelog
Co-Authored-By: João Pereira <joao@jpereira.me>
2 years ago
Thomas Kaul
d5e3ff5717
Add locale ( #1500 )
2 years ago
Thomas Kaul
50f6d154e5
Feature/extend sorting in tables ( #1491 )
...
* Extend sorting
* Update changelog
2 years ago
Thomas Kaul
b5b7af7741
Feature/improve asset profile management ( #1485 )
...
* Improve asset profile management (Add note, fix filter)
* Update changelog
2 years ago
Thomas Kaul
3611684f17
Feature/extend asset profile details dialog ( #1469 )
...
* Extend asset profile details dialog
* Update changelog
2 years ago
Thomas Kaul
b0d708fb82
Feature/change activities icons ( #1463 )
...
* Improve icons
* Update changelog
2 years ago
Thomas Kaul
31c949f9d2
Feature/upgrade nx to version 15.0.13 ( #1442 )
...
* Upgrade Nx to version 15.0.13
* Update changelog
2 years ago
Yash Solanki
901c997908
Add pagination to activities table ( #1404 )
...
* Add pagination to activities table
2 years ago