eb75be8535
Optimize details endpoint ( #3123 )
...
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
10 months ago
bc8d8309d4
Improve handling of future liabilities ( #3118 )
...
* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
10 months ago
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
...
* Integrate dividend into transaction point concept
* Update changelog
10 months ago
77358eed65
Feature/Include user role in admin endpoint ( #3107 )
...
* Include user role in admin endpoint
10 months ago
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
...
* Integrate (wealth) items into transaction point concept
* Update changelog
10 months ago
8a49a04324
Feature/improve usability of benchmarks in markets overview ( #3077 )
...
* Improve icons, localize label
* Update changelog
10 months ago
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
...
* Move break down of performance to general availability
* Update changelog
10 months ago
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
...
* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
10 months ago
c002e37285
Feature/add missing default currency to prepare currencies function ( #3042 )
...
* Add missing default currency
* Update changelog
10 months ago
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
...
* Remove isDefault flag from Account database schema
* Update changelog
10 months ago
48b412cfb8
Feature/harmonize setting of default locale ( #3032 )
...
* Harmonize setting of default locale
* Update changelog
10 months ago
b62488628c
Prettify markup ( #3029 )
10 months ago
e1371a8d2b
Clean up ( #3018 )
10 months ago
448cea0b69
Feature/improve usability of holdings table ( #3017 )
...
* Improve usability
* Update changelog
10 months ago
2518a8fd9d
Feature/add accounts tab to position detail dialog ( #3012 )
...
* Add accounts tab to position detail dialog
* Update changelog
10 months ago
78b3328bf7
Add activities count ( #3005 )
10 months ago
1fec49fbc2
Improve states ( #3000 )
10 months ago
d5d40c0ea1
Migrate to control flow ( #2991 )
...
* Migrate to control flow
11 months ago
446c7cb517
Remove closing tags of mat-* components ( #2989 )
11 months ago
e921ed7f52
Reorder imports ( #2988 )
11 months ago
ef9d77312e
Introduce renewal-early-bird ( #2982 )
11 months ago
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
...
* Introduce setting to disable data gathering
* Update changelog
11 months ago
fcbf2f1645
Feature/remove lazy from name of activities table ( #2978 )
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* Remove lazy from name
* Update translations
11 months ago
9fe90273c7
Feature/move assistant to general availability ( #2977 )
...
* Move assistant from experimental to general availability
* Update changelog
11 months ago
4078229fe6
Feature/add button to apply filters in assistant ( #2971 )
...
* Add apply filters button
* Update changelog
11 months ago
893e76f83f
Feature/provide data provider info in search ( #2958 )
...
* Provide data provider info in search
* Update changelog
11 months ago
06ba7a4b1b
Feature/extend assistant by asset class selector ( #2957 )
...
* Remove tabs
* Add asset class selector
* Update changelog
11 months ago
c68d113d27
Feature/improve usability of account and tag selector of assistant ( #2955 )
...
* Change radio button to select
* account
* tag
* Update changelog
11 months ago
d4afa03505
Bugfix/fix rendering issue with date range selector of assistant ( #2950 )
...
* Improve click handling
* Improve locales
* Update changelog
11 months ago
c9237146e2
Feature/add investment value to chart ( #2948 )
...
* Add investment value to chart
* Update changelog
11 months ago
8b10695353
Feature/only show used tags in tag selector of assistant ( #2943 )
...
* Only show used tags in tag selector
* Update changelog
11 months 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>
11 months ago
25deba16df
Feature/add reset filters button to assistant ( #2936 )
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* Add reset filters button
* Update changelog
11 months ago
0436cc6487
Migrate ngx-skeleton-loader components to self-closing tags ( #2935 )
11 months ago
857708dc4d
Migrate gf-* components to self-closing tags ( #2934 )
11 months ago
1ca4f885b0
Feature/migrate holdings page to work with filters of assistant ( #2932 )
...
* Migrate portfolio holdings to work with filters of assistant
* Update changelog
11 months ago
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
...
* Add account selector to assistant
* Update changelog
11 months 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>
11 months ago
2c068c412d
Feature/migrate tag selector to form group in assistant ( #2926 )
...
* Introduce filter form group
* Update changelog
11 months ago
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
...
* Format name
* Update changelog
11 months ago
a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
...
* Add date range selector including WTD and MTD to assistant
* Update changelog
11 months ago
4e9e3f7b6b
Feature/Add `wtd` and `mtd` as possible values for date range ( #2902 )
...
* 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
11 months ago
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
...
* Improve handling of derived currencies
* Update changelog
11 months ago
7b45a8b3fc
Introduce type ( #2885 )
11 months ago
1b2d2a9860
Feature/Add holdings tab to account detail dialog ( #2853 ) ( #2864 )
...
* Feature/Add holdings tab to account detail dialog (#2853 )
* Update changelog
11 months ago
005890d785
Improve extractNumberFromString() for international number formats ( #2843 )
...
* Set up test
* Add support for international formatted numbers
* Expose locale in scraper configuration
* Update changelog
11 months 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>
11 months ago
fcfe7b1787
Clean up ( #2844 )
12 months ago
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
...
* Extend assistant by tag selector
* Update changelog
12 months ago
ac0f6f40cf
Remove closing tags ( #2816 )
12 months ago
af71274ea9
Feature/remove account type enum ( #2832 )
...
* Remove AccountType enum
* Update changelog
12 months ago
62f85293e2
#2820 Grant private access ( #2822 )
...
* Grant private access
* Update changelog
12 months ago
0d93612d16
Feature/improve style of assistant ( #2828 )
...
* Minor style improvements
* Update changelog
12 months ago
4c30e9459d
Feature/extend assistant by date range selector ( #2815 )
...
* Extend assistant by date range selector
* Update changelog
12 months ago
e465f1b791
Feature/add support to edit currency of asset profile with data source manual ( #2789 )
...
* Add support to edit currency
* Update changelog
12 months ago
34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` ( #2792 )
...
* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
12 months ago
b183c45027
Time weighted portfolio performance calculation ( #2778 )
...
* Implement time weighted portfolio performance calculation
* 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
c1446f8559
Feature/set select column to sticky in lazy loaded activities table ( #2755 )
...
* Set select column to sticky
* Update changelog
1 year ago
4547c5da1d
Feature/add lazy loaded activities table to position detail dialog ( #2753 )
...
* Add lazy-loaded activities table
* Update changelog
1 year ago
492bc5e17b
Feature/improve font weight in value component ( #2747 )
...
* Improve font weight
* Update changelog
1 year ago
6c37737051
Bugfix/fix loading state of lazy loaded activities table component ( #2744 )
...
* Fix loading state
* Update changelog
1 year ago
b22edff16b
Feature/add support for column sorting to lazy loaded activities table ( #2738 )
...
* Add support for column sorting
* Update changelog
1 year ago
ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview ( #2740 )
...
* Highlight all time high
* Update changelog
1 year ago
51a0ede3e4
Feature/introduce lazy loaded activities table ( #2729 )
...
* Introduce lazy-loaded activities table
* Add icon column
* Emit paginator event
* Add pagination logic
* Integrate total items
* Update changelog
1 year ago
4f9a5f0340
Feature/set actions columns of tables to stick at end ( #2726 )
...
* Set up stickyEnd in actions columns
* Update changelog
1 year ago
377ba75e4c
Add support to delete a cash balance ( #2707 )
1 year ago
ed4dd79c72
Add cash balances table to account detail dialog ( #2549 )
...
* Add cash balances table to account detail dialog
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
...
* Extend performance endpoint by net worth per day
* Update changelog
1 year ago
bdfba4d509
Upgrade to Nx 17.1 ( #2635 )
...
* Upgrade to Nx 17
* Run migrations
* Extend instructions
* Update changelog
1 year ago
f28b13604a
Add as const ( #2677 )
1 year ago
1586cd3a59
Feature/change twitter to x ( #2654 )
...
* Change Twitter to X
* Update changelog
1 year ago
aa72287d54
Extend benchmarks in the markets overview by 50-Day and 200-Day trends ( #2575 )
...
* Extend benchmarks in the markets overview by 50-Day and 200-Day trends
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
1ffde2a27e
Feature/setup polish ( #2650 )
...
* Set up polski
* Update changelog
1 year ago
5dc538bafb
Feature/optimize testimonial carousel style on mobile ( #2634 )
...
* Optimize style on mobile
* Update changelog
1 year ago
12aac101bd
Feature/extend system message ( #2628 )
...
* Extend system message
* Update changelog
1 year ago
6284b4dfe8
Feature/improve localization of fear and greed index ( #2612 )
...
* Improve localization
* Update changelog
1 year ago
e980aed9e7
Reorder functions ( #2594 )
1 year ago
5272407af8
Feature/extend personal finance tools pages 20231104 ( #2587 )
...
* Introduce alias
* Add Rocket Money
* Add 8FIGURES
1 year ago
e69c7a753c
Feature/add edit exchange rate button to admin control ( #2577 )
...
* Ad edit button
* Update changelog
1 year ago
cf7ce64de7
Bugfix/improve alignment of menu item icons ( #2566 )
...
* Improve alignment
* Update changelog
1 year ago
96b5dcfaf8
Create reusable currency selector component using mat-autocomplete ( #2487 )
...
* Create reusable currency selector component using mat-autocomplete
* Update changelog
1 year ago
4e7b7375a9
Feature/setup open figi ( #2526 )
...
* Setup OpenFIGI
* Update changelog
1 year ago
6a19eab425
Feature/improve membership card ( #2517 )
...
* Improve style
* Add animated border
1 year ago
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
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
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
5db984ffef
Add date column to benchmark component ( #2466 )
...
* Add date column to benchmark component
1 year ago
6c66033eb4
Add date to markets overview by benchmarks ( #2436 )
...
* Add date
* Update changelog
1 year ago
e9ef911548
Feature/improve search results display in assistant ( #2458 )
...
* Only show search results if search is active
* Update changelog
1 year ago
550e646079
Feature/introduce assistant ( #2451 )
...
* Introduce assistant
* Update changelog
1 year ago
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
8236091477
Feature/add support for search query in portfolio position endpoint ( #2443 )
...
* Introduce search query filter
* Update changelog
1 year ago
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
d9a6c22e1e
Add application version to admin endpoint ( #2423 )
...
* Add application version to admin endpoint
* Update changelog
1 year ago
5b7409d08e
Feature/add tag management in admin control panel ( #2389 )
...
* Add tag management
* Update locales
* Update changelog
1 year ago
703a96f4db
Add guard ( #2377 )
1 year ago
42c0560422
Feature/translate activity type ( #2376 )
...
* Introduce ActivityTypeComponent with localized label
* Update changelog
1 year ago
eb63802d01
Feature/extend supported date formats in activities import ( #2362 )
...
* Extend supported date formats in activities import
* Update changelog
1 year ago
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
Gerard Du Pre
Arshad Jamal
Francisco Silva
Cédric Meuter
TobiasXy
gizmodus
miles
Sanjeev Sharma
Aldrin
Basim Mohammed
Pavol Kolcun
Kevin
Subhajit Ghosh
Siddharth Singh
Frane Caleta