4adda6783d
Feature/add agplv3 logo to landing page ( #1121 )
...
* Add AGPLv3 logo
* Update changelog
2 years ago
148f6f8762
Feature/refactor env variables access ( #1116 )
...
* Refactor env variables access
* Update changelog
2 years ago
eee1f1c722
Feature/add page titles ( #1114 )
...
* Add page titles
* Update changelog
2 years ago
9f2a49a1c7
Feature/introduce max number of symbols per data provider request ( #1111 )
...
* Introduce maximum number of symbols per request
* Set log level settings
* Update changelog
2 years ago
77181aaaff
Feature/setup faq page ( #1106 )
...
* Set up FAQ page
* Update changelog
2 years ago
412039badf
Bugfix/show symbols of activities in account detail dialog ( #1105 )
...
* Show symbols
* Update changelog
2 years ago
7619442895
Feature/add savings rate to investment timeline ( #1104 )
...
* Add line for savings rate
* Update changelog
2 years ago
81217b35ef
Feature/add comment to activity ( #1097 )
...
* Add comment to activity
* Update changelog
2 years ago
71c7e37b5a
Bugfix/fix currency inconsistency with usx ( #1094 )
...
* Support USX
* Update changelog
3 years ago
35f1f348a8
Feature/add blog post ghostfolio meets internet identity ( #1092 )
...
* Add blog post: Ghostfolio meets Internet Identity
* Update changelog
3 years ago
d887de50d2
Feature/setup internet identity ( #1080 )
...
* Setup Internet Identity as social login provider
* Update changelog
3 years ago
2571e5b8c0
Feature/improve empty states ( #1090 )
...
* Improve empty states
* Update changelog
3 years ago
e444d717e5
Add tests for investments by month ( #1089 )
...
* Fix investments by month
* Add tests for investments and investments by month
* Update changelog
3 years ago
1866e26c1d
Fix distorted tooltip ( #1088 )
...
* Fix distorted tooltip
* Update changelog
3 years ago
364f1ad9b9
Feature/add support for ust usd ( #1085 )
...
* Add UST
* Update changelog
3 years ago
2394cbd6fe
Feature/support tags in create and update order dto ( #1084 )
...
* Support tags in create or update order
* Update changelog
3 years ago
a74d5cce20
Feature/remove activities import limit for premium users ( #1082 )
...
* Remove activities import limit for premium users
* Update changelog
3 years ago
95bcc3f32d
Feature/remove alias from user interface ( #1083 )
...
* Remove alias from user interface
* Update changelog
3 years ago
e9dbd4a55d
Add blog post to resources ( #1081 )
3 years ago
d440b09dc9
Improve quotes ( #1078 )
3 years ago
d10227bc39
Feature/add support for luna2 and songbird cryptocurrencies ( #1075 )
...
* Add LUNA2 and SGB1
* Update changelog
3 years ago
4e214c32e8
Feature/update cryptocurrencies.json 20220714 ( #1074 )
...
* Update cryptocurrencies.json
* Update changelog
3 years ago
49e2862e03
Feature/add blog post about personal finances ( #1073 )
...
* Add blog post
* Update changelog
3 years ago
2388c494df
Feature/handle currency pair inconsistency in yahoo finance service ( #1069 )
...
* Handle occasional currency pair inconsistency: GBP=X instead of USDGBP=X
* Update changelog
3 years ago
d71ab10eed
Bugfix/fix content height of account detail dialog ( #1068 )
...
* Fix height
* Update changelog
3 years ago
0e0592180f
Add current month ( #1067 )
3 years ago
60e2aff488
Extend investment timeline by month ( #1066 )
...
* Extend investment timeline grouped by month
* Update changelog
3 years ago
30835ced88
Bugfix/fix holdings for basic users ( #1064 )
...
* Fix holdings for basic users
* Update changelog
3 years ago
8897f32bc5
Clean up modules ( #1063 )
3 years ago
abaa6b5f27
Feature/improve create account link in live demo ( #1061 )
...
* Improve router link
* Update changelog
3 years ago
2060fcaf0b
Feature/add markets to public pages ( #1062 )
...
* Add Markets to public pages
* Update changelog
3 years ago
b535122945
Make use of demo route ( #1060 )
3 years ago
35e039748f
Feature/refactor demo account as route ( #1058 )
...
* Refactor demo account as route
* Update changelog
3 years ago
c0f19d56ec
Feature/add account detail dialog ( #1047 )
...
* Add account detail dialog
* Update changelog
3 years ago
8e2b235b1f
Feature/improve search label ( #1048 )
...
* Improve search label
* Update changelog
3 years ago
d130efad47
Clean up comments ( #1043 )
...
* Clean up comments
3 years ago
109f0ebd70
Feature/move positions table to holdings section ( #1042 )
...
* Move positions table to holdings section
* Update changelog
3 years ago
069ddcc6b2
Feature/add reusable premium indicator component ( #1041 )
...
* Add premium indicator component
* Update changelog
3 years ago
f7bf6e652b
Feature/add icon and name to positions table ( #1040 )
...
* Add icon and name
* Update changelog
3 years ago
eb059a024a
Feature/delete data in data gathering by symbol ( #1039 )
...
* Delete market data
* Update changelog
3 years ago
1ff736537c
Feature/add positions table to public page ( #1037 )
...
* Add positions table
* Update changelog
3 years ago
df6bb489c2
Feature/improve onboarding for ios ( #1035 )
...
* Improve onboarding for iOS
* Update changelog
3 years ago
d4b29ff11c
Feature/add privacy policy page ( #1028 )
...
* Add privacy policy page
* Update changelog
3 years ago
a0a26cfa58
Feature/simplify header ( #1027 )
...
* Hide pricing page link for Premium users
* Harmonize content
* Update changelog
3 years ago
1610150427
Bugfix/fix currency conversion of ila to ils ( #1026 )
...
* Fix currency conversion: ILA to ILS
* Update changelog
3 years ago
cff8acd7b1
Clean up ( #1022 )
3 years ago
aba562cb35
Bugfix/fix error handling for missing market prices ( #1023 )
...
* Add fallback for missing market price
* Update changelog
3 years ago
03f2f33344
Feature/restructure landing page ( #1021 )
...
* Restructure landing page
* Update changelog
3 years ago
a996dd7ed5
Feature/add vertical hover line to performance chart ( #1020 )
...
* Add vertical hover line
* Update changelog
3 years ago
002b883668
Feature/upgrade to angular 14 ( #1019 )
...
* Upgrade to angular 14
* Migrate UntypedFormControl to FormControl
* Update changelog
3 years ago
2dfd779444
Bugfix/fix no data provider has been found in search ( #1017 )
...
* Fix default value of DATA_SOURCES
* Update changelog
3 years ago
3332ade3d3
Feature/filter public endpoint by equity asset class ( #1014 )
...
* Filter by ASSET_CLASS: EQUITY
* Update changelog
3 years ago
8d2e110e3d
Feature/change default host ( #1013 )
...
* Change default host to 0.0.0.0
* Update changelog
3 years ago
58eeff7001
Feature/expose the environment variable host ( #1007 )
...
* Expose environment variable: HOST
* Update changelog
3 years ago
bd33855a27
Feature/improve message for data provider errors ( #1003 )
...
* Add title
* Update changelog
3 years ago
5329e45e2c
Feature/add data dialog to queue jobs view ( #1005 )
...
* Add data dialog
* Update changelog
3 years ago
e990ecd12c
Feature/improve cash balance label ( #1002 )
...
* Improve label
* Update changelog
3 years ago
557e3a0676
Feature/migrate historical market data gathering to queue design pattern ( #991 )
...
* Migrate historical market data gathering to queue
* Filter and delete jobs
* Detect duplicate jobs
* Update changelog
3 years ago
2abe399ebd
Bugfix/force reload accounts of user after change ( #994 )
...
* Force reload of accounts after change
* Update changelog
3 years ago
4cb9a3b142
Feature/refresh cryptocurrencies list ( #998 )
...
* Use cryptocurrencies list instead of outdated npm package
* Update changelog
3 years ago
0da9368e0c
Fix date ( #992 )
3 years ago
d2f8e3d645
Feature/increase fear and greed index to 180 days ( #993 )
...
* Increase number of days to 180
* Update changelog
3 years ago
e63578d8ce
Feature/add guards to local comparison ( #986 )
...
* Add guards
* Improve labels
3 years ago
7cf0cdc4ce
Feature/add jobs of queue to admin control panel ( #987 )
...
* Add jobs of queue to admin control panel
* Update changelog
3 years ago
6774c48dff
Feature/restructure fire page ( #982 )
...
* Restructure fire page
* Update changelog
3 years ago
2cc7c6fa1c
Feature/add user id to account page ( #980 )
...
* Add user id
* Update changelog
3 years ago
023a7147e2
Feature/simplify feature page ( #978 )
...
* Simplify page
* Update changelog
3 years ago
f1e06347d3
Feature/add data source eod historical data ( #974 )
...
* Add EOD Historical Data as a data source
* Update changelog
3 years ago
697e92f818
Feature/finalize exposing redis password env variable ( #975 )
...
* Add hints
* Update changelog
3 years ago
b678998801
Feature/add-redis-password ( #947 )
...
* Expose REDIS_PASSWORD
3 years ago
bbe30218bd
Feature/remove dependency round to ( #972 )
...
* Remove round-to dependency
* Update changelog
3 years ago
15dda886a0
Feature/add vertical hover line to line chart component ( #963 )
...
* Add vertical hover line
* Improve tooltips of charts
* Update changelog
3 years ago
34d4212f55
Feature/modernize pricing page ( #967 )
...
* Simplify pricing page
* Update changelog
3 years ago
f7060230b7
Update dates ( #966 )
3 years ago
e79be9f2d6
Feature/do not tweet on weekend ( #961 )
...
* Do not tweet on the weekend
* Update changelog
3 years ago
69088b93a6
Feature/add value redaction as interceptor ( #960 )
...
* Add value redaction as interceptor
* Update changelog
3 years ago
c3768a882d
Feature/add benchmarks to twitter bot service ( #959 )
...
* Extend benchmarks with market condition and adapt twitter bot service
* Update changelog
3 years ago
2c4c16ec99
Feature/extend markets overview by benchmarks ( #953 )
...
* Add benchmarks to markets overview
* Update changelog
3 years ago
424748ae90
Feature/add ghostfolio trailer to landing page ( #952 )
...
* Add link to Ghostfolio trailer
* Update changelog
3 years ago
332203b9e2
Feature/add support to set the base currency via env variable ( #948 )
...
* Set base currency via environment variable
* Update changelog
3 years ago
f48832c671
Bugfix/add missing conversion of countries ( #941 )
...
* Add missing conversion of countries for SymbolProfileOverrides
* Update changelog
3 years ago
ae8a203526
Add type ( #939 )
3 years ago
af0863d193
Bugfix/fix currency conversion in accounts ( #937 )
...
* Fix currency conversion in accounts
* Update changelog
3 years ago
f5819cc399
Bugfix/fix countries in symbol profile overrides ( #936 )
...
* Fix countries
* Update changelog
3 years ago
977c5a9544
Feature/skip data enhancement if data is inaccurate ( #935 )
...
* Skip data enhancer if data is inaccurate
* Update changelog
3 years ago
379977008d
Simplify intro text ( #933 )
3 years ago
5cb6e5dec6
Feature/support filtering by asset class on the allocations page ( #926 )
...
* Support filtering by asset class
* Update changelog
3 years ago
4a123c38f2
Refactor placeholder ( #925 )
3 years ago
160335302a
Feature/group filters by type ( #922 )
...
* Add groups to activities filter component
* Update changelog
3 years ago
5391b88c42
Feature/add report data glitch button ( #920 )
...
* Add report data glitch button
* Update changelog
3 years ago
2b63f7e707
Feature/support enter to submit create or update transaction dialog form ( #913 )
...
* Support enter key press to submit form
* Update changelog
3 years ago
d5c96d1cb7
Bugfix/fix date picker date format ( #912 )
...
* Fix date picker date format
* Update changelog
3 years ago
1a4dc51825
Bugfix/fix state of delete account button ( #911 )
...
* Fix disable state
* Update changelog
3 years ago
c1d460cead
Improve filtering ( #901 )
3 years ago
dfa67b275c
Feature/improve filtering on allocations page ( #900 )
...
* Include cash positions on allocations page (with no filtering)
* Update changelog
3 years ago
ea3a9d3b79
Feature/eliminate circular dependencies in common library ( #896 )
...
* Eliminate circular dependencies
* Update changelog
3 years ago
5be95b7b63
Feature/simplify about page ( #892 )
...
* Simplify about page
* Update changelog
3 years ago
b3e07c8446
Feature/support permissions in fire calculator ( #891 )
...
* Support hasPermissionToUpdateUserSettings
* Update changelog
3 years ago
34cbdd7c2a
Upgrade angular, Nx and storybook ( #888 )
...
* Upgrade angular, Nx and storybook
* Update changelog
3 years ago
57314d62ee
Feature/improve allocations page with no filter ( #887 )
...
* Improve accounts for no filters
* Update changelog
3 years ago
40380346e6
Feature/setup bull queue system ( #886 )
...
* Setup @nestjs/bull and asset profile data gathering job
* Update changelog
3 years ago
16dd8f7652
Feature/refactor filters with interface ( #883 )
...
* Refactor filtering with an interface
* Filter by accounts
* Update changelog
3 years ago
01103f3db4
Feature/add asset and asset sub class to wealth items form ( #880 )
...
* Add asset and asset sub class
* Update changelog
3 years ago
751256f158
Feature/add support for real estate and precious metal ( #878 )
...
* Add support for real estate and precious metal
* Update changelog
3 years ago
c2a1cbd20f
Feature/improve layout of position detail dialog ( #877 )
...
* Improve layout
* Update changelog
3 years ago
04044f8720
Support futures ( #845 )
...
* Support futures
* Upgrade yahoo-finance2 to version 2.3.2
* Update changelog
3 years ago
4dc76817ce
Bugfix/fix import validation for numbers equal zero ( #875 )
...
* Fix import validation for numbers equal 0
* Update changelog
3 years ago
b6cd007ad4
Release/1.143.0 ( #871 )
...
* Release 1.143.0
* Improve filtering by tags
3 years ago
899fa0370e
Feature/improve users table of admin control panel ( #866 )
...
* Improve users table
* Update changelog
3 years ago
da27504aa1
Add orderBy statement to make debugging easier ( #868 )
3 years ago
b7bbc029ac
Feature/render tags in dialogs ( #864 )
...
* Render tags
* Update changelog
3 years ago
c61a415fb2
Bugfix/change date to utc in data gathering service ( #867 )
...
* Change date to UTC
* Update changelog
3 years ago
bad9d17c44
Setup allocations page and endpoint ( #859 )
...
* Setup tagging system
* Update changelog
3 years ago
ea89ca5734
Feature/simplify ids in database schema ( #861 )
...
* Simplify ids in database schema
* Access
* Order
* Subscription
* Update changelog
3 years ago
edca05f542
Feature/change get started url of public page ( #857 )
...
* Change url
* Update changelog
3 years ago
1b03ddc586
Feature/add symbol profile overrides model ( #851 )
...
* Add symbol profile overrides model
* Update changelog
3 years ago
beb12637ce
Bugfix/fix total calculation for sell and dividend ( #850 )
...
* Fix calculation for sell and dividend activities
* Update changelog
3 years ago
20358d9105
Feature/persist savings rate ( #849 )
...
* Persist savings rate
* Update changelog
3 years ago
0e4c39d145
Feature/reuse value component in ghostfolio in numbers section ( #846 )
...
* Reuse value component
* Update changelog
3 years ago
90efc2ac51
Feature/beautify etf names in asset profile ( #842 )
...
* Beautify ETF names
* Update changelog
3 years ago
056b318d86
Bugfix/fix end date in ics files ( #841 )
...
* Fix end date
* Update changelog
3 years ago
82ede2fe32
Bugfix/fix fear and greed data source ( #840 )
...
* Fix data source of Fear & Greed Index
* Update changelog
3 years ago
638ae3f7fa
Feature/add boringly getting rich guide to resources page ( #836 )
...
* Add "Boringly Getting Rich" guide
* Update changelog
3 years ago
6e7cf0380b
Feature/export single draft ( #835 )
...
* Export single draft
* Update changelog
3 years ago
ec2ecab751
Clean up name ( #834 )
3 years ago
ba7c98d325
Add test case for BUY and SELL (partially) ( #826 )
...
* Add test case for BUY and SELL (partially)
* Fix investment calculation for sell activities
* Do not show total value if sell activity
* Update changelog
3 years ago
65e062ad26
Simplify search ( #828 )
...
* Simplify search
* Update changelog
3 years ago
8526b5a027
Feature/export draft activities as ics ( #830 )
...
* Export draft activities as ICS
* Update changelog
3 years ago
aef91d3e30
Feature/improve label in summary ( #827 )
...
* Improve label
* Update changelog
3 years ago
23f2ac472e
Feature/add fire calculator ( #822 )
...
* Add fire calculator
* Update changelog
3 years ago
d5ba624403
Feature/add support for terra ( #820 )
...
* Add Terra (LUNA1-USD)
* Update changelog
3 years ago
9b49ed77f7
Feature/add support for thor chain ( #819 )
...
* Add THORChain (RUNE-USD)
* Update changelog
3 years ago
56b169e1c4
Feature/make header background solid ( #817 )
...
* Remove alpha
* Update changelog
3 years ago
67f2b326f3
Switch to new calculation engine ( #814 )
...
* Switch to new calculation engine
* Clean up old portfolio calculation engine (#815 )
* Rename new portfolio calculation engine (#816 )
* Update changelog
3 years ago
3d3a6c1204
Feature/improve fire section ( #813 )
...
* Improve FIRE section
* Update changelog
3 years ago
957200854c
Feature/improve empty state of proportion chart ( #811 )
...
* Improve empty state
* Update changelog
3 years ago
6575440877
Bugfix/fix dates in value component ( #810 )
...
* Fix dates
* Update changelog
3 years ago
2a854e2574
Various improvements ( #807 )
3 years ago
52d113e71f
Feature/improve label of average price ( #805 )
...
* Improve label
* Update changelog
3 years ago
204c7360c3
Feature/prepare for localized date format ( #803 )
...
* Support localized date and number format
* Update changelog
3 years ago
fa41e25c8f
Release/1.131.1 ( #804 )
...
* Add API version
* Update changelog
3 years ago
fa79196278
Feature/display values in base currency on mobile ( #796 )
...
* Display values in base currency on mobile
* Update changelog
3 years ago
d1230ca3ad
Support coupon codes on Google Play ( #795 )
3 years ago
ebbdd47fa2
Exclude google login callback endpoint from versioning ( #793 )
3 years ago
65f6bcb166
Feature/harmonize algebraic sign of gross and net performance percent ( #776 )
...
* Harmonize algebraic sign
* Update changelog
3 years ago
1214127ec0
Feature/rename orders to activities in import and export ( #786 )
...
* Rename orders to activities
* Update changelog
3 years ago
e986310302
Improve price ( #785 )
3 years ago
6762572658
Feature/setup api versioning ( #783 )
...
* Setup API versioning
* Update changelog
3 years ago
dd71f2be45
Feature/improve pricing page ( #778 )
...
* Improve pricing page
* Update changelog
3 years ago
d530cb38fa
Feature/add 7 days in coupon system ( #777 )
...
* Add 7 days
* Update changelog
3 years ago
7f0c98cae6
Feature/setup fire page with 4 percent rule ( #773 )
...
* Setup page for FIRE
* Update changelog
3 years ago
57e4163848
Feature/add 14 days in coupon system ( #772 )
...
* Add 14 days
* Update changelog
3 years ago
14773bf1aa
Bugfix/fix duplicate currency conversion in account calculations ( #771 )
...
* Fix currency conversion (duplicate)
* Update changelog
3 years ago
b4848be914
Feature/add developed vs emerging markets calculation ( #767 )
...
* Add allocations by market
* Update changelog
3 years ago
2b4319454d
Feature/add bonds and emergency fund to feature overview ( #768 )
...
* Add bonds and emergency fund
* Update changelog
3 years ago
e2faaf6faa
Feature/add hover effect to page tabs ( #764 )
...
* Add hover effect
* Update changelog
3 years ago
86a1589834
Release/1.128.0 ( #763 )
3 years ago
9f67993c03
Feature/fix issue with recent transactions ( #750 )
...
* Fix percentage performance issue with recent transactions
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
32fb3551dc
Feature/add default market price to scraper configuration ( #762 )
...
* Add default market price to scraper configuration
* Update changelog
3 years ago
30411b1502
Feature/add hover to table ( #760 )
...
* Add hover
* Update changelog
3 years ago
eb0444603b
Bugfix/fix user currency of public page ( #761 )
...
* Fix user currency
* Update changelog
3 years ago
402d73a12c
Bugfix/fix get quotes for multiple ghostfolio symbols ( #758 )
...
* Support multiple symbols in getQuotes()
* Update changelog
3 years ago
4826a51199
Feature/improve handling of scraper configuration ( #757 )
...
* Improve handling of missing scraper configuration
* Update changelog
3 years ago
5a369f29d4
Feature/restructure portfolio summary tab ( #754 )
...
* Restructure portfolio summary
* Update changelog
3 years ago
122ba9046f
Add type ( #751 )
...
* Add type
* Refactor import to import type
3 years ago
7b6893b5ed
Feature/add support for emergency fund ( #749 )
...
* Add support for emergency fund
* Update changelog
3 years ago
07799573cb
Harmonize button style ( #748 )
3 years ago
0d897bc461
Improve table header ( #746 )
3 years ago
e4908b51aa
Feature/add context to logger ( #745 )
...
* Add contexts
* Update changelog
3 years ago
99655604d9
Feature/add support for coupon duration ( #743 )
...
* Add support for coupon duration
* Update changelog
3 years ago
50184284e1
Feature/upgrade ngx skeleton loader to 5.0.0 ( #740 )
...
* Upgrade ngx-skeleton-loader to version 5.0.0
* Update changelog
3 years ago
c216ab1d76
Eliminate data source from order model ( #730 )
...
* Eliminate currency, data source and symbol from order model
* Remove prefix for symbols with data source GHOSTFOLIO
* Update changelog
3 years ago
86acbf06f4
Feature/add data provider errors to api response ( #738 )
...
* Add data provider error details
* Update changelog
3 years ago
3de7d3f60e
Bugfix/improve account calculations ( #737 )
...
* Improve account calculations
* Update changelog
3 years ago
5bb20f6d5f
Bugfix/fix undefined currencies after creating an activity ( #731 )
...
* Fix issue with undefined currencies after creating an activity
* Update changelog
3 years ago
b3e58d182a
Feature/add support for click in portfolio proportion chart ( #729 )
...
* Add support for click
* Update changelog
3 years ago
93d6746739
Refactoring ( #727 )
3 years ago
c02bcd9bd8
Feature/migrate to yahoo finance2 ( #722 )
...
* Migrate to yahoo-finance2
* Add support for mutual funds
* Add url to symbol profile
* Clean up
3 years ago
745ba978a3
Bugfix/fix zen mode ( #723 )
...
* Fix Zen mode
* Update changelog
3 years ago
46b91d3c3b
Feature/improve portfolio page ( #721 )
...
* Improve page
* Update changelog
3 years ago
68d07cc8d4
Release 1.119.0 ( #719 )
3 years ago
fed771525e
Feature/extend market data in admin panel ( #716 )
...
* Extend market data view
* Update changelog
3 years ago
a5771f601d
Improve calculation of overall performance percentage ( #701 )
...
* Improve calculation of overall performance percentage
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
2a2a5f4da5
Feature/display features based on permissions ( #714 )
...
* Display features based on permissions
* Update changelog
3 years ago
122107c8a1
Feature/distinguish today s data point in admin panel ( #711 )
...
* Distinguish today's data point
* Update changelog
3 years ago
ca46a9827a
Do not tweet on Sunday ( #712 )
3 years ago
4ec351369b
Bugfix/add fallback to default account in import ( #709 )
...
* Add fallback to default account if account id is invalid
* Update changelog
3 years ago
dced06ebb5
Bugfix/improve allocations ( #710 )
...
* Fix allocations by account for non-unique account names
* Refactor calculations with big.js
* Update changelog
3 years ago
baa6a3d0f0
Feature/restructure api modules ( #706 )
...
* Restructure modules
* Update changelog
3 years ago
d3382f0809
Update time ( #707 )
3 years ago
1eb4041837
Feature/move countries and sectors chart ( #704 )
...
* Move countries and sectors charts
* Update changelog
3 years ago
280030ae7f
Feature/add twitter bot for fear and greed index ( #702 )
...
* Add twitter bot for fear and greed index
* Update changelog
3 years ago
52e4504de9
Fix time in market ( #700 )
...
* Fix time in market
* Update changelog
3 years ago
e0bb2b1c78
Feature/improve position detail dialog ( #697 )
...
* Improve mobile layout
* Update changelog
3 years ago
809ee97f6f
Add tests ( #693 )
3 years ago
23da1bd293
Feature/add feature page ( #694 )
...
* Add feature page
* Update changelog
3 years ago
fa66cd5bce
Feature/add countries and sectors to position detail dialog ( #692 )
...
* Add asset and asset sub class
* Add countries and sectors to position detail dialog
* Update changelog
3 years ago
dcc7ef89fe
Release/1.114.1 ( #689 )
...
* Fix creation of wealth items
* Release 1.114.1
3 years ago
76f70598e2
Feature/add support for wealth items ( #666 )
...
* Add support for wealth items
* Update changelog
3 years ago
86943a5f5b
Feature/harmonize big.js operators ( #686 )
...
* Harmonize big.js operators
* Update changelog
3 years ago
6eb4eae4a9
Feature/fix twr performance 2 ( #684 )
...
* Fix TWR performance
* Weight holding period returns according to their investment value
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
6ac693dd39
Feature/improve position of currency column ( #685 )
...
* Move position of currency column
* Update changelog
3 years ago
82069da4e2
Bugfix/fix user account creation ( #682 )
...
* Fix the user account creation
* Update changelog
3 years ago
9b5ec0c56d
Feature/fix twr performance ( #679 )
...
* Fix TWR performance
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
bed3e5aae2
Bugfix/fix horizontal overflow in activities table ( #676 )
...
* Fix horizontal overflow in tables
* Update changelog
3 years ago
65bfe52db4
Feature/simplify admin user sign up ( #675 )
...
* Simplify admin user sign up
* Update changelog
3 years ago
48b524de5a
Feature/add export functionality to position detail dialog ( #672 )
...
* Add export functionality to the position detail dialog
* Respect filters in activities export
* Update changelog
3 years ago
67d40333f6
Move currency column ( #674 )
3 years ago
f369996912
Bugfix/fix symbol selection of 7d data gathering ( #670 )
...
* Fix symbol selection of 7d data gathering
* Update changelog
3 years ago
dc424a86ec
Feature/support deleting symbol profile data ( #669 )
...
* Add support for deleting symbol profile data
* Update changelog
3 years ago
5d8bde5a70
Feature/access data source and symbol from symbol profile ( #668 )
...
* Access dataSource and symbol from SymbolProfile
* Update changelog
3 years ago
16360c0c67
Feature/minor code cleanup ( #667 )
...
* Sort imports
* Update changelog
3 years ago
161cb82820
Bugfix/fix data source of fear and greed index ( #663 )
...
* Encode data source
* Update changelog
3 years ago
8bd9330acc
Feature/improve usability of create or edit transaction dialog ( #661 )
...
* Move the fee to the bottom
* Update changelog
3 years ago
155c08d665
Transform data source ( #658 )
...
* Transform data source
* Update changelog
3 years ago
b8ad6d6662
Feature/improve import ( #657 )
...
* Improve import
* Update changelog
Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>
3 years ago
9d6977e3f7
Feature/support cryptocurrency mina protocol ( #659 )
...
* Support Mina Protocol (MINA-USD)
* Update changelog
3 years ago
919b20197f
import csv with account name or id ( #654 )
...
* import csv with account id
3 years ago
62885ea890
Feature/improve consistent use of symbol with data source ( #656 )
...
* Improve the consistent use of symbol with dataSource
* Update changelog
3 years ago
65e151151b
Feature/increase fear and greed index to 90 days ( #652 )
...
* Increase fear and greed index to 90 days
* Update changelog
3 years ago
5d3bbb8f30
Feature/improve annualized performance ( #651 )
...
* Improve annualized performance calculation
* Update changelog
3 years ago
bcb7f5f522
Feature/add feature toggle for new calculation engine ( #649 )
...
* Add feature toggle for new calculation engine
* Update changelog
3 years ago
f15b33e950
Portfolio calculator rework ( #632 )
...
* Portfolio calculator rework
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
9c086edffe
Feature/extend historical data view in admin control ( #646 )
...
* Extend market data view
* Update changelog
3 years ago
585f99e4df
Feature/add summary row to activities table ( #645 )
...
* Add summary row to activities table
* Update changelog
3 years ago
9d907b5eb5
Bugfix/improve the redirection on logout ( #642 )
...
* Improve logout
* Update changelog
3 years ago
38f2930ec6
Feature/improve data provider service ( #637 )
...
* Improve data provider service
* Update changelog
3 years ago
556be61fff
Bugfix/fix unresolved account names in reports ( #636 )
...
* Fix unresolved account names
* Update changelog
3 years ago
0a8d159f78
Bugfix/fix missing symbol profile data connection in import ( #630 )
...
* Fix missing symbol profile data connection in import
* Update changelog
3 years ago
1a4109ebaa
Bugfix/fix fallback to load currencies directly from data provider ( #629 )
...
* Fix fallback
* Update changelog
3 years ago
e344c43a5a
Bugfix/fix currency of value in position detail dialog ( #627 )
...
* Fix currency
* Update changelog
3 years ago
d6b78f3457
Feature/add links to statistics section ( #626 )
...
* Add links and clean up style
* Update changelog
3 years ago
d3707bbb87
Bugfix/fix preselected default account in create activity dialog ( #624 )
...
* Fix preselected default account
* Update changelog
3 years ago
7df53896f3
Feature/start eliminating data source from order ( #622 )
...
* Start eliminating dataSource from order
* Update changelog
3 years ago
b2b3fde80e
Bugfix/support multiple accounts with the same name ( #623 )
...
* Support multiple accounts with the same name
* Update changelog
3 years ago
075431d868
Feature/add google sheets as data source ( #620 )
...
* Add google sheets as data source
* Update changelog
3 years ago
0168c1c4e8
Feature/exclude url pattern of shared portfolios in robots.txt ( #619 )
...
* Exclude shared portfolios
* Update changelog
3 years ago
07de8f87fc
Set market prices explicitly ( #618 )
...
* Set market prices explicitly
* Set comments explicitly
3 years ago
5882b7914d
Feature/add first months in open source blog post ( #616 )
...
* Add blog post
* Update changelog
3 years ago
69c9e259b1
Bugfix/fix routing of create activity dialog ( #615 )
...
* Fix routing of create activity dialog
* Update changelog
3 years ago
aca37a27f9
Feature/add top performers to analysis page ( #613 )
...
* Add Top 3 / Bottom 3 performers
* Update changelog
3 years ago
9ac67b0af2
Feature/expose profile data gathering by symbol endpoint ( #611 )
...
* Expose profile data gathering by symbol endpoint
* Update changelog
3 years ago
1e526852a7
Bugfix/fix mapping for russia in trackinsight data enhancer ( #610 )
...
* Fix mapping for Russia
* Update changelog
3 years ago
e54638a684
Feature/improve analysis page ( #609 )
...
* Improve analysis page (show y-axis, extend chart in relation to days in market)
* Update changelog
3 years ago
0179823ad9
Feature/restructure about page ( #608 )
...
* Restructure about page: introduce pages for blog and changelog
* Update changelog
3 years ago
029b7bed9a
Bugfix/improve error handling in position api endpoint ( #607 )
...
* Add guards
* Update changelog
3 years ago
635f10e2d0
Bugfix/hide data provider warning while loading ( #605 )
...
* Hide data provider warning while loading
* Update changelog
3 years ago
cebf879d67
Feature/refactor demo user ( #604 )
...
* Refactor demo user id
* Update changelog
3 years ago
124bdc028d
Bugfix/fix reload of position detail dialog ( #603 )
...
* Fix reload of position detail dialog
* Update changelog
3 years ago
d69a69ce18
Bugfix/fix exception with market state ( #602 )
...
* Fix exception with market state
* Update changelog
3 years ago
b291d9e031
Feature/refactor transactions to activities table ( #600 )
...
* Refactor transactions to activities table with attributes and routes
* Update changelog
3 years ago
6dcd801d05
Feature/extend statistics section with users in slack community ( #596 )
...
* Extend statistics with users in Slack community
* Update changelog
3 years ago
77065dac50
Feature/add date range selector to holdings tab ( #595 )
...
* Add date range selector to holdings tab
* Update changelog
3 years ago
438484879d
Bugfix/fix creation of historical data ( #594 )
...
* Fix creation of historical data (upsert instead of update)
* Update changelog
3 years ago
e37a650c70
Bugfix/fix scrolling issue in position detail dialog on mobile ( #593 )
...
* Fix scrolling in position detail dialog on mobile
* Update changelog
3 years ago
9e1a7fc981
Feature/dividend ( #547 )
...
* Add dividend to order type
* Support dividend in transactions table
* Support dividend in transaction dialog
* Extend import file with dividend
* Add dividend to portfolio summary
* Update changelog
Co-authored-by: Fly Man <fly.man.opensim@gmail.com>
3 years ago
ff638adf03
Feature/add transactions to position detail dialog ( #591 )
...
* Add transactions to position detail dialog
* Update changelog
3 years ago
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
ee397c8047
Bugfix/fix file type detection for import ( #587 )
...
* Fix file type detection ("application/vnd.ms-excel" instead of "text/csv")
* Update changelog
3 years ago
9d3610331a
Add guard ( #582 )
3 years ago
0043b44670
Feature/improve data gathering for currencies ( #581 )
...
* Improve data gathering for currencies, add warning if it fails
* Update changelog
3 years ago
bbc4e64cb4
Bugfix/filter currencies with null value ( #579 )
...
* Filter currencies with null value
* Update changelog
3 years ago
8f583709ef
Feature/add support for cosmos and polkadot ( #577 )
...
* Add support for cryptocurrencies ATOM and DOT
* Update changelog
3 years ago
4c30212a72
Feature/improve data gathering ( #576 )
...
* Eliminate benchmarks to gather
* Optimize 7d data gathering
* Update changelog
3 years ago
3b9a8fabb5
Clean up ( #574 )
3 years ago
3435b3a348
Feature/make the csv import more flexible ( #573 )
...
* Make the csv import more flexible
* Update changelog
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 )
...
* Increase Fear & Greed index to 30 days
* Update changelog
3 years ago
9f545e3e2b
Feature/add cryptocurrency solana ( #563 )
...
* 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 )
...
* Convert errors to warnings
* Update changelog
3 years ago
e78755c280
Replace OrderType with Type (prisma) ( #560 )
3 years ago
7772684413
Bugfix/fix permission for system status page ( #559 )
...
* Fix permission
* Update changelog
3 years ago
955302666e
Bugfix/improve redirection on logout ( #558 )
...
* Improve redirection on logout
* Update changelog
3 years ago
ddce8cc7f9
Feature/support update of historical data ( #557 )
...
* Support update of historical data
* Update changelog
3 years ago
aca0d77e91
Feature/add line chart to historical data view ( #555 )
...
* Add line chart
* Update changelog
3 years ago
0806d0dc92
Bugfix/fix hidden statistics values ( #552 )
...
* Fix hidden values (0)
* Update changelog
3 years ago
e518bc3779
Feature/clean up all time high and low from performance endpoint ( #551 )
...
* Remove isAllTimeHigh / isAllTimeLow
* Update changelog
3 years ago
eff807dd9a
Add tests for yahoo Finance symbol conversion ( #550 )
...
* Add tests for yahoo Finance symbol conversion
* Refactoring
3 years ago
155bf67f60
Bugfix/fix symbol conversion from yahoo finance with hyphen ( #549 )
...
* Fix symbol conversion from Yahoo Finance
* Update changelog
3 years ago
83ba5f3d9f
Feature/add intro image for dark mode ( #540 )
...
* Add intro image for dark mode
* Update changelog
3 years ago
7439c1bf54
fix(custom-cryptocurrencies): add uniswap (uni3) ( #541 )
3 years ago
e255b76053
Feature/check currency in import validation ( #538 )
...
* Check currency in import validation (avoid importing transactions in wrong currency)
* Update changelog
3 years ago
ed7209fb53
Feature/remove transactions import limit ( #536 )
...
* 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 )
...
* Support data gathering by symbol and date
* Update changelog
3 years ago
78e0fdb0ca
Add coupon system ( #529 )
...
* Add coupon system
* Update changelog
3 years ago
d09cad4e05
Feature/read only mode ( #520 )
...
* Setup read only mode and update permissions dynamically
* Update changelog
3 years ago
069660afe4
Feature/increase fear and greed index to 10 days ( #525 )
...
* Increase to 10 days
* Update changelog
3 years ago
4d9a223491
Feature/add system message ( #519 )
...
* Add system message
* Update changelog
3 years ago
aed8f5cf04
Feature/upgrade prisma to version 3.6.0 ( #518 )
...
* Upgrade prisma from version 2.30.2 to 3.6.0
* Update changelog
3 years ago
1beb4de62f
Feature/support additional currencies ( #517 )
...
* Support additional currencies
* Update changelog
3 years ago
3e82de6b21
Feature/add historical data chart of fear and greed index ( #515 )
...
* Add historical data chart of market mood
* Update changelog
3 years ago
563f354e7e
Feature/symbol to uppercase to avoid duplicates ( #514 )
...
* Convert the symbol to uppercase to avoid case-sensitive duplicates
* Update changelog
3 years ago
e96e6c717c
Feature/enable import by default ( #513 )
...
* Enable import by default
* Update changelog
3 years ago
961774ce9f
Feature/improve market data detail ( #511 )
...
* Improve historical data view (hide invalid and future dates)
* Update changelog
3 years ago
49f46e1a1e
Bugfix/improve allocations by currency with cash balances ( #508 )
...
* 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 )
...
* Fix data gathering of fear and greed index
* Update changelog
3 years ago
11be6f630f
Feature/expose data gathering by symbol ( #503 )
...
* Expose data gathering by symbol as endpoint
* Update changelog
3 years ago
85d123e1b1
Fix colspan ( #502 )
3 years ago
1f042ee791
Feature/eliminate redundant storage of historical exchange rates ( #500 )
...
* 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 )
...
* Add market data tab
* Update changelog
3 years ago
fcf07a0fd1
Clean up ( #496 )
3 years ago
2f402c0c8e
Feature/introduce tabs with routing to home page ( #495 )
...
* Introduce tabs with routing
* Update changelog
3 years ago
a24a094407
Feature/introduce tabs to admin control panel ( #494 )
...
* Add tabs
* Update changelog
3 years ago
72067459d6
Feature/add value to position detail dialog ( #492 )
...
* Add value to position detail dialog
* Update changelog
3 years ago
705441ecf8
Bugfix/fix line chart labels ( #491 )
...
* Fix line chart labels
* Fix click event for drafts
* Update changelog
3 years ago
fbd1475402
Feature/upgrade core dependencies ( #490 )
...
* 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 )
...
* Accentuate all time high and all time low
* Update changelog
Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
3 years ago
572bfc59b8
Add guards ( #486 )
3 years ago
f6acf5207b
Feature/add value to positions table ( #484 )
...
* Add value column
* Update changelog
3 years ago
80782f1098
add support for euro cryptocurrencies, ALGO and remove unknown crypto… ( #480 )
...
* 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
bc58ee86ca
Feature/usability improvements in the create or edit transaction dialog ( #483 )
...
* Usability improvements
* Disable the symbol input in edit mode
* Filter accounts by type (SECURITIES)
* Update changelog
3 years ago
0cb632b165
Improve wording ( #482 )
3 years ago
904dec040e
Feature/add testimonial ( #479 )
...
* Add testimonials
* Update changelog
3 years ago
fc6c81fe02
Bugfix/fix footer row border in dark mode ( #478 )
...
* Fix border color in dark mode
* Update changelog
3 years ago
f8f36e4f4e
Bugfix/fix accounts table footer on mobile ( #475 )
...
* Fix footer on mobile
* Update changelog
3 years ago
5e7cf9d0b6
Feature/hide get started button on registration page ( #474 )
...
* Hide button
* Update changelog
3 years ago
e1932eb5a1
Bugfix/exclude drafts from transaction count ( #473 )
...
* Fix transactions count (exclude drafts)
* Improve wording (summary page)
* Update changelog
3 years ago
3032126508
Feature/add footer row to accounts table ( #471 )
...
* Add footer row to accounts table with total balance and value
* Update changelog
3 years ago
a50b55da75
Clean up ( #470 )
3 years ago
d2fabe7ce4
Feature/add value column to accounts table ( #468 )
...
* Add value column
* Update changelog
3 years ago
a42700b9fe
Feature/introduce data gathering progress ( #467 )
...
* Add data gathering progress
* Update changelog
3 years ago
9df8541145
Feature/log logo on server start ( #466 )
...
* Log logo on server start
* Update changelog
3 years ago
239bd09cbd
Feature/move market mood to tab ( #463 )
...
* Move market mood to tab
* Update changelog
3 years ago
cd76f89902
Feature/increase decimal places for cryptocurrencies ( #462 )
...
* Calculate quantity precision
* Update changelog
3 years ago
b9522307c4
Feature/various client improvements ( #460 )
...
* Various improvements
* info messages
* skeleton loader of portfolio holdings
* Update changelog
3 years ago
e01e039a00
Release 1.72.0 ( #459 )
3 years ago
d60b444324
Release/1.71.0 ( #458 )
...
* Refactor logger
* Fix exception
* Update changelog
3 years ago
d999a27159
Feature/move scraper configuration to symbol profile ( #456 )
...
* Move scraper configuration
* Update changelog
3 years ago
b6902e10ea
Feature/improve import json file validation ( #455 )
...
* Improve import validation
* Update changelog
3 years ago
678544748a
Add symbol mapping ( #452 )
...
* Add symbol mapping
* Update changelog
3 years ago
87301ddbd5
Feature/improve registration page ( #451 )
...
* Improve registration page
* Update changelog
3 years ago
edb66bb166
Feature/extend statistics ( #449 )
...
* Extend statistics
* Update changelog
3 years ago
54bbc8446b
Feature/prettify scraper symbol in chart ( #448 )
...
* Prettify scraper symbol in chart
* Update changelog
3 years ago
1397cd62a8
Feature/extend public page ( #445 )
...
* Extend public page
* Update changelog
3 years ago
e7fb31d1a6
add Dockerfile with all in one docker image ( #431 )
...
* Add Dockerfile with all in one docker image
* Change to alpine image and reduce node_modules size
* Improve documentation and fix changelog and license
* Update changelog
Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
9133ea38f3
Feature/order accesses ( #441 )
...
* Order accesses
* Update changelog
3 years ago
a864c617b9
Feature/improve landing page ( #442 )
...
* Add intro screen
* Update changelog
3 years ago
2de0e75cb8
Feature/add user interface for granting and revoking public access ( #439 )
...
* 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 )
...
* 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 )
...
* 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 )
...
* Setup public portfolio page
* Update changelog
3 years ago
1d9a31dbb8
Improve styling ( #423 )
3 years ago
b57301ef50
Feature/extend import validation message ( #421 )
...
* Extend import validation message
* Update changelog
3 years ago
2e5176bacf
Feature/extend import by csv files ( #419 )
...
* Support import of csv files
* Update changelog
3 years ago
f06a0fbbee
Feature/validate duplicate orders for import ( #416 )
...
* Validate duplicate orders
* Update changelog
3 years ago
4ab6a1a071
Feature/harmonize page layouts ( #417 )
...
* Harmonize page layouts
* Update changelog
3 years ago
93dcbeb6c7
Feature/add validation for import ( #415 )
...
* 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
15a61b7a20
Feature/improve values of global heat map ( #408 )
...
* Convert value
* Update changelog
3 years ago
d1eedf9726
Bugfix/various fixes ( #407 )
...
* Fix links
* Update column
* Fix impersonation mode
* Update changelog
3 years ago
de94494aa0
Bugfix/fix symbol conversion for yahoo finance ( #405 )
...
* Fix symbol conversion for Yahoo Finance
* Update changelog
3 years ago
3ec4a73b35
Feature/improve tooltips ( #403 )
...
* Improve tooltips
* Update changelog
3 years ago
1050bfa098
Feature/improve yahoo finance symbol conversion ( #402 )
...
* Improve symbol conversion
* Update changelog
3 years ago
8769fe4c90
Improve styling ( #399 )
3 years ago
4219e1121e
Improve style ( #398 )
3 years ago
f558eb8de8
Fix template ( #397 )
3 years ago
fe2bd6eea8
Feature/protect endpoints ( #396 )
...
* Protect endpoints
* Update changelog
3 years ago
035052be99
Feature/improve exchange rates table ( #394 )
...
* Improve exchange rates table
* Update changelog
3 years ago
39d9828f9f
Feature/respect account currency in exchange rate data service ( #391 )
...
* Respect the accounts' currencies
* Update changelog
3 years ago
6333aa972d
Bugfix/fix data gathering after seed ( #390 )
...
* Fix data gathering after seed
* Update changelog
3 years ago
dcee651098
Feature/support unlimited currencies ( #387 )
...
* Support unlimited currencies
* Update changelog
3 years ago
508a48f4c3
Feature/hide actions in presenter view ( #380 )
...
* Hide actions if restricted view is active
* Update changelog
3 years ago
8466e3d73f
Feature/always show adapted portfolio page ( #388 )
...
* Always show adapted portfolio page
* Update changelog
3 years ago
9ae9904389
Feature/add story for line chart component ( #385 )
...
* Add story for line chart component
* Update changelog
3 years ago
af022ae316
Feature/add story for portfolio proportion chart component ( #384 )
...
* Add story
* Use new component
* Update changelog
3 years ago
98be8745d9
Bugfix/fix create or edit transaction dialog ( #382 )
...
* Fix create or edit transaction dialog
* Update changelog
3 years ago
0f72673ef4
Feature/respect data source in symbol data endpoint ( #370 )
...
* 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
641fe4e8f4
Bugfix/net performance in positions endpoint ( #377 )
...
* Nullify net performance
* Update changelog
3 years ago
5b588c2000
Bugfix/hide the current net performance ( #373 )
...
* Hide the current net performance
* Update changelog
3 years ago
4a815d2031
Feature/change data gathering selection ( #368 )
...
* Change data gathering selection from distinct orders to symbol profiles
* Update changelog
3 years ago
d2aeeb3e88
optimize annual performance calculation ( #367 )
...
* 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
5ea455b98b
Feature/upgrade simplewebauthn dependencies to version 4.1.0 ( #365 )
...
* Upgrade @simplewebauthn dependencies to version 4.1.0
* @simplewebauthn/browser
* @simplewebauthn/server
* Update changelog
3 years ago
39f315aba0
Feature/add annualized performance ( #364 )
...
* Add annualized performance
* Update changelog
3 years ago
df2dfc20a1
Feature/add slack channel ( #363 )
...
* Add Slack channel
* Update changelog
3 years ago
5d4156ecec
Feature/refactor position detail dialog ( #355 )
...
* Add name to portfolio position endpoint
* Update changelog
3 years ago
773444b1e2
Bugfix/fix home button overlap on ios ( #360 )
...
* Fix overlap
* Update changelog
3 years ago
3c46bde8d5
Bugfix/fix fear and greed index ( #359 )
...
* 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
63ee33b685
Use 'import type' to import types, eliminate webpack warnings ( #358 )
3 years ago
9ed82ac82b
Feature/improve labels of allocation chart by symbol ( #353 )
...
* Improve labels
* Update changelog
3 years ago
9c9ca4ab1e
Add labels to allocation piecharts ( #337 )
3 years ago
9cbf789c22
Bugfix/fix values in position detail dialog ( #351 )
...
* Nullify netPerformance
* Introduce precision
* Update changelog
3 years ago
ee5ab05d8a
Release 1.47.1 ( #350 )
3 years ago
bf8856ad19
Bugfix/fix search for cryptocurrencies ( #348 )
...
* Fix the search for cryptocurrency symbols
* Update changelog
3 years ago
48ab862bb6
net performance for current positions ( #330 )
...
* 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
ba234a470e
Feature/add storybook story for trend indicator component ( #346 )
...
* Add storybook story for trend indicator component
* Update changelog
3 years ago
ccae660104
Feature/add storybook story for no transactions info component ( #345 )
...
* Add storybook story for no transactions info component
* Update changelog
3 years ago
21ed91d184
Feature/add storybook story for logo component ( #344 )
...
* Add storybook story for logo component
* Update changelog
3 years ago
5fd413e57e
Feature/setup storybook ( #332 )
...
* Setup ui library with storybook
* Add value component with story
* Update changelog
3 years ago
4c194c938a
Feature/add contributors count to statistics ( #342 )
...
* Add contributors count to statistics
* Update changelog
3 years ago
747e5b63fa
Feature/restructure allocations page including allocations by symbol ( #333 )
...
* Restructure allocations page
* Update changelog
3 years ago
b1187cf880
Add a new symbol allocation chart ( #326 )
...
* Add a new symbol allocation chart
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
ba9e6eab58
Feature/add link to transactions below holdings ( #329 )
...
* Add link: Manage transactions
* Update changelog
3 years ago
01feead017
Show decimal `transactionCount` and singular for 1 transaction ( #327 )
...
* Show decimal `transactionCount` and singular for 1 transaction
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
6386786ac0
Bugfix/improve symbol lookup ( #322 )
...
* Improve symbol lookup
* Update changelog
3 years ago
73a967a7e5
Feature/add cash as asset sub class ( #319 )
...
* Add cash as asset sub class
* Update changelog
3 years ago
c5bb3023d3
Bugfix/filter out positions without quantity ( #317 )
...
* Filter out positions without any quantity
* Update changelog
3 years ago
fe975945d1
Feature/add fallback for loading currencies ( #315 )
...
* Add fallback for loading currencies
* Update changelog
3 years ago
d8782b0d4c
Feature/automate countries for stocks in symbol profile data ( #314 )
...
* Automate countries for stocks in symbol profile data
* Update changelog
3 years ago
72c065a59d
Feature/introduce asset sub class ( #312 )
...
* Introduce asset sub class
* Update changelog
3 years ago
98dac4052a
Feature/add subscription type to the admin user table ( #311 )
...
* Add the subscription type to the user table in the admin control panel
* Update changelog
3 years ago
2083d28d02
Feature/minor improvements in the page components ( #310 )
...
* Move permissions to constructor
* Sort imports
3 years ago
aad8f77093
Feature/improve allocations by account ( #308 )
...
* 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
a904208d06
Feature/improve table styling ( #307 )
...
* Improve table styling
* Update changelog
3 years ago
2733b78044
Minor improvement ( #306 )
3 years ago
b43b515df1
Feature/add link to system status page ( #305 )
...
* Add link to system status page
* Update changelog
3 years ago
70e14b4d3c
Feature/improve restricted view mode ( #304 )
...
* Improve wording and padding
* Update changelog
3 years ago
c2ab6a6c44
Feature/improve portfolio details endpoint ( #302 )
...
* Make details endpoint fault tolerant (do not throw error)
* Update changelog
3 years ago
c71a4c078e
Bugfix/convert g bp to gbp in yahoo finance service ( #301 )
...
* Fix currency inconsistency in the yahoo finance service (GBp to GBP)
* Update changelog
3 years ago
e17b217032
Bugfix/fix issue on buy date in position detail dialog ( #297 )
...
* Fix issue on buy date
* Update changelog
3 years ago
05b0efef82
Feature/add restricted view ( #295 )
...
* Add restricted view
* Update changelog
3 years ago
7c91727eb1
Feature/restructure allocations page ( #294 )
...
* Restructure allocations page
* Update changelog
3 years ago
0ee2258af8
Feature/improve impersonation mode ( #293 )
...
* Improve the impersonation mode
* Update changelog
3 years ago
308b218487
introduce basic module structure for data provider ( #278 )
...
* 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
77936e3bf3
Feature/improve users table ( #291 )
...
* Improve users table
* Engagement / Day
* Registration
* Update changelog
3 years ago
13090bf6b5
Feature/add overview menu item on mobile ( #290 )
...
* Add overview menu item
* Update changelog
3 years ago
b898c0678d
Feature/refactor exchange rate service ( #289 )
...
* Refactor exchange rate service
* Update changelog
3 years ago
96a615dc5d
Bugfix/only allow supported currencies in symbol search ( #287 )
...
* Only allow supported currencies in symbol search
* Update changelog
3 years ago
98f44323da
Feature/improve usability of tabs on home page ( #283 )
...
* Improve usability: lazy load endpoints on tab change
* Feature/improve portfolio summary (#285 )
* Update changelog
3 years ago
908aba170d
Fix position chart for missing historical data ( #284 )
...
* Fix position chart for missing historical data
* Update changelog
3 years ago
8ac1272a9d
Feature/eliminate name from scraper config ( #277 )
...
* Eliminate name from scraper config
* Update changelog
3 years ago
0a85a56c67
Respect cash balance in allocations, do not hide cryptocurrency holdings ( #280 )
...
* Respect cash balance in allocations, do not hide cryptocurrency holdings
* Update changelog
3 years ago
4ad5590838
Feature/improve data gathering ( #276 )
...
* Improve data gathering
* Refactoring
* On server restart, only reset if hanging in LOCKED_DATA_GATHERING state
* Update changelog
3 years ago
80d043729d
Feature/replace type with asset class ( #274 )
...
* Improved the asset classification
* Add assetClass to symbolProfile
* Remove type from position
* Update changelog
3 years ago
178166d86b
Extend investment chart by three months ( #273 )
3 years ago
37358fb480
Bugfix/add fallback if exchange service is not initialized ( #264 )
...
* Add fallback and log error
* Update changelog
3 years ago
616d601cf6
Improve wording ( #275 )
3 years ago
e88b889fdd
Feature/optimize accounts table for mobile ( #271 )
...
* Optimize accounts table
* Update changelog
3 years ago
f6cdc4ff47
Feature/disable pagination of tabs ( #272 )
...
* Disable pagination
* Update changelog
3 years ago
3589e72aea
Harmonize prisma service ( #266 )
3 years ago
e68aa1fa68
Clean up imports ( #267 )
3 years ago
bb76ace95d
Feature/improve support for draft transactions ( #265 )
...
* Improve support for draft transactions
* Update changelog
3 years ago
f743c03e17
Feature/restructure page hierarchy ( #259 )
...
* Introduce portfolio group, remove tools
* Extract allocations to separate page
* Update changelog
3 years ago
dfcf826b4f
implement support for buy-sell(-buy) scenario ( #262 )
...
Co-authored-by: Valentin Zickner <github@zickner.ch>
3 years ago
218efbb5bd
fix position diagram for sold items ( #261 )
...
* fix position diagram for sold items
* Add missing data to position from the past
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
ba3b4564cd
Bugfix/dashboard currencies ( #260 )
...
* filter list of orders only for relevant orders
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
bf256ae50c
fix position currency conversion ( #256 )
...
Co-authored-by: Valentin Zickner <github@zickner.ch>
3 years ago
c4b6273886
Clean up viewport scroller ( #255 )
3 years ago
7f047362cc
Bugfix/fix division by zero in calculate overall gross performance ( #253 )
...
* Fix error with division by zero
* Update changelog
3 years ago
94d2310217
Bugfix/fix spike of positions with differing currency of user ( #248 )
...
* Convert market price back to currency of position
* Update changelog
3 years ago
b7d950f3f9
Bugfix/fix missing market state in positions ( #250 )
...
* Fix missing market state in positions
* Update changelog
3 years ago
b7943889da
Feature/add screenshot ( #251 )
...
* Add screenshot
* Update changelog
3 years ago
4bd41ffa41
Feature/eliminate name from timeline position ( #245 )
...
* Eliminate name from timeline position: Get the name from the symbolProfileService instead
* Update changelog
3 years ago
423ceec317
Feature/remove symbol icon from dialog header ( #244 )
...
* Remove symbol icon from dialog header
* Clean up code
3 years ago
5b4a1785ae
fix investment values for portfolio.service.ts ( #243 )
...
* fix investment values for portfolio.service.ts
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
823501f43e
Sort imports ( #242 )
3 years ago
331ac7ded2
remove unused method in portfolio.service.ts ( #240 )
...
Co-authored-by: Valentin Zickner <github@zickner.ch>
3 years ago
982ba7377a
remove legacy portfolio.ts
3 years ago
4bbd17a37a
fix tests
3 years ago
6a7def6c48
Clean up
3 years ago
ea219f0b88
Add guard
3 years ago
23b2e03923
refactor rule evaluation
3 years ago
04e6518226
move report generation to PortfolioService
3 years ago
72dbe00091
change rule service interface
3 years ago
9834c52739
refactor rule settings
3 years ago
c47578bd3e
Clean up
3 years ago
9e4a49d811
Remove fallback
3 years ago
a3a98c68a5
Fix missing currency conversion
3 years ago
21570cca19
Fix impersonation in performance endpoint
3 years ago
71a3115fc6
refactor get position endpoint
...
Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
de83dc7b84
create investment endpoint for analysis timeline
...
Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
4a0695613e
refactor PortfolioService#getOverview
...
Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
328d814922
remove getPerformance from portfolio.ts
...
Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
d23addb673
change getDetails to portfolio-calculator.ts
...
Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
fb15cebb64
Add test ( #237 )
...
* Add test
* fix calculation for overall gross performance percentage
Co-authored-by: Valentin Zickner <github@zickner.ch>
3 years ago
9c51a257ae
fix performance of combination of investments
3 years ago
f9b9dc32cb
Always show positions title
3 years ago
e7194ef3ce
Use new positions service
3 years ago
ec5523b459
Handle empty portfolio
3 years ago
c8c21a016a
Handle empty portfolio
3 years ago
9821b7f8f0
Add TWR test scenario 1 ( #236 )
...
* Add TWR test scenario 1
* fix second transaction item
* change time-weighted rate algorithm
Co-authored-by: Valentin Zickner <valentin.zickner@flowable.com>
3 years ago
ed731afc66
fix market price fetch in case symbols are missing
3 years ago
ff15d5cbc4
Rename performance labels
3 years ago
3c4949de35
Hide net performance
3 years ago
bd0e53525b
Refactoring
3 years ago
cbdb68e2f8
Refactoring
3 years ago
8571709014
Refactoring
3 years ago
e7ef1d426e
Refactoring
3 years ago
39cba0a8eb
Refactoring
3 years ago
a90c314e30
Refactoring
3 years ago
47d71405e1
Refactoring
3 years ago
5e9cecc6c1
Refactoring
3 years ago
fb9e66318f
Improve test
3 years ago
b8194eb64f
Clean up code
3 years ago
cbb81916ee
Sort imports
3 years ago
9b1e9397a8
add errors in case gross performance is not set
3 years ago
b779964adb
add error handling to performance aggregation
3 years ago
409afac2a9
fix rate conversion for todays symbols
3 years ago
e0a4e16ea1
Improve error handling
3 years ago
dc84abdc0a
change performance report to portfolio calculator
3 years ago
b031b028f1
add today to getValues
3 years ago
3b7e0a0106
remove unnecessary if condition
3 years ago
ea66081073
move interfaces to separate files
3 years ago
602a770a09
fix typo
3 years ago
e522722aa6
Update comment
3 years ago
03ca5d7663
add further tests for portfolio-calculator with one transaction
3 years ago
136563c949
fix single buy test
3 years ago
948c45c602
Update test
3 years ago
Thomas Kaul
willyp713
gizmodus
Ronald Konjer
Valentin Zickner
Rafael Augusto de Oliveira
Matthias Frey
Ivo Valchev
Valentin Zickner
Valentin Zickner