Commit Graph

536 Commits (2b4319454d8b669ead21185bf14af876f9fc0146)

Author SHA1 Message Date
Valentin Zickner 04e6518226 move report generation to PortfolioService
3 years ago
Valentin Zickner 72dbe00091 change rule service interface
3 years ago
Valentin Zickner 9834c52739 refactor rule settings
3 years ago
Thomas c47578bd3e Clean up
3 years ago
Thomas 9e4a49d811 Remove fallback
3 years ago
Thomas a3a98c68a5 Fix missing currency conversion
3 years ago
Thomas 21570cca19 Fix impersonation in performance endpoint
3 years ago
Valentin Zickner 71a3115fc6 refactor get position endpoint
3 years ago
Valentin Zickner de83dc7b84 create investment endpoint for analysis timeline
3 years ago
Valentin Zickner 4a0695613e refactor PortfolioService#getOverview
3 years ago
Valentin Zickner 328d814922 remove getPerformance from portfolio.ts
3 years ago
Valentin Zickner d23addb673 change getDetails to portfolio-calculator.ts
3 years ago
Thomas fb15cebb64 Add test (#237)
3 years ago
Valentin Zickner 9c51a257ae fix performance of combination of investments
3 years ago
Thomas f9b9dc32cb Always show positions title
3 years ago
Thomas e7194ef3ce Use new positions service
3 years ago
Thomas ec5523b459 Handle empty portfolio
3 years ago
Thomas c8c21a016a Handle empty portfolio
3 years ago
Thomas 9821b7f8f0 Add TWR test scenario 1 (#236)
3 years ago
Valentin Zickner ed731afc66 fix market price fetch in case symbols are missing
3 years ago
Thomas ff15d5cbc4 Rename performance labels
3 years ago
Thomas 3c4949de35 Hide net performance
3 years ago
Thomas bd0e53525b Refactoring
3 years ago
Thomas cbdb68e2f8 Refactoring
3 years ago
Thomas 8571709014 Refactoring
3 years ago
Thomas e7ef1d426e Refactoring
3 years ago
Thomas 39cba0a8eb Refactoring
3 years ago
Thomas a90c314e30 Refactoring
3 years ago
Thomas 47d71405e1 Refactoring
3 years ago
Thomas 5e9cecc6c1 Refactoring
3 years ago
Thomas fb9e66318f Improve test
3 years ago
Thomas b8194eb64f Clean up code
3 years ago
Thomas cbb81916ee Sort imports
3 years ago
Valentin Zickner 9b1e9397a8 add errors in case gross performance is not set
3 years ago
Valentin Zickner b779964adb add error handling to performance aggregation
3 years ago
Valentin Zickner 409afac2a9 fix rate conversion for todays symbols
3 years ago
Thomas e0a4e16ea1 Improve error handling
3 years ago
Valentin Zickner dc84abdc0a change performance report to portfolio calculator
3 years ago
Valentin Zickner b031b028f1 add today to getValues
3 years ago
Valentin Zickner 3b7e0a0106 remove unnecessary if condition
3 years ago
Valentin Zickner ea66081073 move interfaces to separate files
3 years ago
Valentin Zickner 602a770a09 fix typo
3 years ago
Thomas e522722aa6 Update comment
3 years ago
Valentin Zickner 03ca5d7663 add further tests for portfolio-calculator with one transaction
3 years ago
Valentin Zickner 136563c949 fix single buy test
3 years ago
Thomas 948c45c602 Update test
3 years ago
Thomas e0be792e46 Re-enable all tests
3 years ago
Thomas c3d010135f Add test for single buy
3 years ago
Thomas d6a16a6093 Improve error handling
3 years ago
Valentin Zickner 34c13c80ec add error handling for current positions
3 years ago
Valentin Zickner f65a108436 change hardcoded timestamp in test to timezone specific
3 years ago
Valentin Zickner 993f066e08 remove console.time statements during portfolio calls
3 years ago
Valentin Zickner 852902d1ab add current position calculation with holding period return calculation
3 years ago
Thomas ee89822bfe Fix tests
3 years ago
Thomas e0435e5cad Add name to position
3 years ago
Thomas e2c23703dc Fix tests
3 years ago
Thomas 1226c26a9d Refactor positions
3 years ago
Valentin Zickner fdc89f7182 optimize performance of positions endpoint
3 years ago
Valentin Zickner 04e03bd080 add multi-date fetch for current values
3 years ago
Valentin Zickner 66e7ad3fd2 prepare for multi-day database fetch
3 years ago
Thomas b4dc21dd61 Implement new positions endpoint
3 years ago
Valentin Zickner 8a482e63b9 fix gross performance number type
3 years ago
Valentin Zickner aabfb39e8f optimize portfolio calculator to fetch all symbols for one day
3 years ago
Valentin Zickner cdc8faff7f add current position gross performance (percentage)
3 years ago
Valentin Zickner 7b696e39de add sorting and symbol as a result
3 years ago
Valentin Zickner c88ad2c225 change getValues to multiple symbols
3 years ago
Valentin Zickner cbe079ae66 ignore missing values
3 years ago
Valentin Zickner 8e4ee7feea optimize order loading
3 years ago
Valentin Zickner f1b3c61675 add additional time measurements
3 years ago
Thomas 24dc312367 Add logs to benchmark
3 years ago
Thomas 7ac7442f73 Declare functions explicitly as public
3 years ago
Thomas 099571437e Extend current rate service with getRange()
3 years ago
Thomas 7dac059a55 Sort imports
3 years ago
Thomas 48fbeda72d Sort imports
3 years ago
Thomas 19007cdc34 Optimize market data query
3 years ago
Thomas 5037393866 Support today in current rate service
3 years ago
Valentin Zickner ddf24163b4 optimize database query execution for portfolio chart
3 years ago
Valentin Zickner b26521c4bd add workaround for database date search
3 years ago
Valentin Zickner cfee6c1ddd add draft integration of new portfolio calculator to chart
3 years ago
Valentin Zickner 19bcd601d1 add gross performance
3 years ago
Valentin Zickner 836df69e68 add calculation of current investment
3 years ago
Valentin Zickner dd86adcea1 add investment to timeline calculation
3 years ago
Valentin Zickner 4f7628921d add timeline time point calculation
3 years ago
Valentin Zickner 88f0cb095d make it pretty
3 years ago
Valentin Zickner 7538133d09 implement getCurrentPositions of PortfolioCalculator
3 years ago
Thomas 67606e4026 Extend current rate service test
3 years ago
Valentin Zickner 9de56c32ac create base structure for portfolio rewrite
3 years ago
Thomas 1c65599a16
Feature/add blog (#218)
3 years ago
Thomas 61e667213e
Feature/add date range selector to positions tab (#234)
3 years ago
Thomas f0c6517019
Improve tabs layout (#232)
3 years ago
Thomas 80ba112bc0
Feature/change menu icon if menu open (#231)
3 years ago
Thomas 40696b425e
Feature/add tabs on the home page (#230)
3 years ago
Thomas cdcbe3ab71
Feature/various layout improvements (#224)
3 years ago
Thomas 6996e5a140
Feature/add data gathering for symbol profile data (#228)
3 years ago
Thomas be8d60968d
Feature/improve active menu button style (#227)
3 years ago
Thomas d53e5c4da5
Refactor auth guard (#226)
3 years ago
Thomas 9072cbdba1
Feature/add no transactions info on zen page (#222)
3 years ago
Thomas 120b691336
Bugfix/fix url to fear and greed index (#221)
3 years ago
Thomas bd4ad76953
Feature/remove pause in onboarding (#220)
3 years ago
Thomas 94d56f553f
Bugfix/fix chart on landing page (#219)
3 years ago
Thomas 51fbc538ca
Feature/set public stripe key dynamically (#216)
3 years ago
Thomas 39a76f7f40
Feature/add robots.txt (#215)
3 years ago
Thomas e4d325daab
Feature/various style improvements (#214)
3 years ago
Thomas b765df65d6
Improve wording (#213)
3 years ago
Thomas c7b7efae3b
Feature/import transactions (#212)
3 years ago
Thomas be5b58f49a
Bugfix/fix warn color (#211)
3 years ago
Thomas ecfe694f0b
Feature/export transactions (#209)
3 years ago
Thomas b3b9a051c3
Shorten slogan (#207)
3 years ago
Thomas bf1146bfd6
Feature/change slogan to wealth management (#206)
3 years ago
Thomas 0774ca91a1
Improve settings selectors layout (#205)
3 years ago
Thomas f403807f2d
Bugfix/fix average buy price calculation (#204)
3 years ago
Thomas f22991b090
Feature/respect cash balance in analysis (#203)
3 years ago
Thomas 1135a5b335
Fix rendering of currency and platform in dialogs and clean up observables (#202)
3 years ago
Thomas 2c19d8c8e7
Feature/add balance to account (#193)
3 years ago
Thomas db090229ce
Feature/add total value in the create or edit transaction dialog (#192)
3 years ago
Thomas fbe590ddb9
Feature/upgrade angular material css vars to 2.0.0 (#200)
3 years ago
Thomas 3986e8f879
Upgrade Nx to version 12.5.4 (#194)
3 years ago
Thomas 290e93bbd7
Release 1.23.1 (#191)
3 years ago
Thomas 92d321a001
Drafts for orders (#187)
3 years ago
Thomas 367f25a975
Feature/set user id in stripe callback (#184)
3 years ago
Thomas 09bbda3502
Change from subscription to one time payment (#181)
3 years ago
Thomas ee9a521813
Bugfix/fix base currency in pricing page (#180)
3 years ago
Thomas 169c151547
Feature/improve style of about page (#177)
3 years ago
Thomas ad00cd9d81
Feature/setup subscription with stripe (#178)
3 years ago
Thomas 66c955ad6c
Feature/ghostfolio in numbers (#175)
3 years ago
Thomas 3d7624d997
Feature/improve twa onboarding (#173)
3 years ago
Thomas 0264b592b9
Feature/improve investments by sector (#172)
3 years ago
Thomas a35701fe24
Feature/upgrade to angular 12 (#169)
4 years ago
Thomas 5db90f1787
Feature/improve error page of fingerprint sign in (#167)
4 years ago
Thomas 81fe538484 Order attribute
4 years ago
Thomas 51884913be
Feature/disable fingerprint sign in in demo account page (#163)
4 years ago
Matthias Frey 6c1119caec
Restrict webauthn to fingerprint only and improve UX (#161)
4 years ago
Matthias Frey e87c942cb8
Add webauthn (#82)
4 years ago
Thomas f7860a9799
Feature/introduce max items in portfolio proportion chart (#159)
4 years ago
Thomas c519eb0e99
Bugfix/fix last activity column (#158)
4 years ago
Thomas 8314b98f81
Feature/improve tables (#157)
4 years ago
Thomas 194cf1ddcc
Feature/clean up analysis page (#155)
4 years ago
Thomas 9eb25f6c9e
Feature/connect or create logic for symbol profile (#153)
4 years ago
Thomas f74b00446c
Feature/improve world map chart (#152)
4 years ago
Thomas 2eafc042ad
Feature/add world map (#150)
4 years ago
Thomas 6a03120225
Feature/add symbol profile model (#148)
4 years ago
Thomas ef272360fb
Feature/render average prices in position detail chart (#144)
4 years ago
Thomas 026a5011d4
Feature/add account registration page (#141)
4 years ago
Thomas aa4206af0e
Feature/various frontend improvements 2 (#140)
4 years ago
Thomas 34303163bc
Various frontend improvements (#137)
4 years ago
Thomas e7fbcd4fa0
Feature/extend pricing page (#130)
4 years ago
Thomas 7c22969de1
Feature/move tools to sub path (#125)
4 years ago
Thomas 146b5201b5
Feature/make x ray rules order consistent (#134)
4 years ago
Thomas b021fbde59
Feature/refactor to format distance to now strict (#133)
4 years ago
Thomas aea497154a
Feature/prettify symbols in transaction filtering component (#131)
4 years ago
Thomas dc736d53b4
Fix sorting (#129)
4 years ago
Thomas 5957b33779
Feature/enable labels on the x axis of the investment chart (#128)
4 years ago
Thomas 42a2d404e4
Fix type errors (#126)
4 years ago
Thomas 11b2379d98
Feature/respect data source in data gathering (#107)
4 years ago
Thomas ad961f3039
Bugfix/fix missing header of public pages (#121)
4 years ago
Thomas c16f743b07
Feature/add tools section (#120)
4 years ago
Thomas 8e13f6ef9b
Bugfix/fix performance chart (#119)
4 years ago
Thomas 95bcdea69b
Refactor cd to changeDetectorRef (#118)
4 years ago
Thomas 0d6fe4a232
Feature/refactor user service as observable store (#117)
4 years ago
Thomas b4762dc463
Bugfix/fix internal navigation with query param (#114)
4 years ago
Thomas 9851cce382
Feature/hide footer on mobile (#113)
4 years ago
Thomas 1a553a296f
Feature/improve user table of admin control panel (#109)
4 years ago
Thomas 78a4946e8b
Feature/zen mode (#110)
4 years ago
Thomas 200a7d2d65
Feature/refactor search functionality (#105)
4 years ago
Thomas 79edc09710
Store utm_source in local storage (#106)
4 years ago
Thomas 77255df4be
Feature/disable base currency selector for demo user (#104)
4 years ago
Thomas 277133fa1a
Clean up services (#103)
4 years ago
Thomas abd0e08566
Introduce @ghostfolio/common lib (#102)
4 years ago
Thomas 561d8dbc70
Feature/rename account link (#101)
4 years ago
Thomas c973ffd3ba
Feature/reorganize helper lib (#100)
4 years ago
Thomas 368de7dedc
Extend unit tests (#99)
4 years ago
Thomas 7a8a25c4c0
Feature/filter by year in transaction table (#97)
4 years ago
Thomas 5d36d3a6bb
remove database dependencies for test execution (#96)
4 years ago
Thomas 0ef35fd31f
Feature/hide unknown exchange (#95)
4 years ago
Thomas 111d8d8e3c
Feature/rename share to allocation in columns of positions table (#93)
4 years ago
Thomas b0a24e4fc0
Desaturate background color (#92)
4 years ago
Thomas 694b9b8991
Feature/refactor active menu item state (#91)
4 years ago
Thomas fada347aa5
Fix pricing page link (#90)
4 years ago
Thomas 59911925c2
Feature/update sitemap.xml (#88)
4 years ago
Thomas 58fd59beb1
Release 1.2.0 (#87)
4 years ago
Thomas eb09d77251
Feature/move pricing section to page (#86)
4 years ago
Thomas 42b9178d96
Feature/improve filter search in transactions table (#85)
4 years ago
Thomas 45516311f5
Improve proportion charts (#83)
4 years ago
Thomas 04cfa7366f
Sort imports (#84)
4 years ago
Thomas b8c05d1014
Feature/harmonize table styles (#80)
4 years ago
Mantovani Gabriele 565e920f1b
Add link to retrieve manually the current market price (#74)
4 years ago
Valentin Zickner 5d24adfa75
Feature/improve transaction filtering (#76)
4 years ago
Thomas 1dc94c0027
Bugfix/keep current menu item active (#78)
4 years ago
Valentin Zickner ebae2f4ec9
Feature/travis (#77)
4 years ago
Mantovani Gabriele de973d6bda
Add filterPredicate on transactions table to filter by account name (#73)
4 years ago
Mantovani Gabriele 631efff7ae
Add duplicate action on transactions table (#68)
4 years ago
Thomas a3d1ac2ce4
Feature/update icon and add google play badge (#69)
4 years ago
Thomas 87cd3ef33f
Release 0.99.0 (#65)
4 years ago
Thomas 163f4a3d3f
Feature/allow to delete users (#64)
4 years ago
Thomas a84256dc03
Feature/eliminate platform from order (#63)
4 years ago
Thomas cf82066976
Fix test (#62)
4 years ago
Thomas 90a2fea7d6
Feature/create and update accounts (#60)
4 years ago
Thomas c70eb7793e
Feature/migration to accounts (#58)
4 years ago
Thomas e3a1d2b9cf
Fix tests (#57)
4 years ago
Thomas 0816defb95
Feature/update slogan (#55)
4 years ago
Thomas a076a1c933
Feature/extend position detail dialog (#54)
4 years ago
Thomas 40c95a541d
Add data source to transaction model (#53)
4 years ago
Thomas 94e0feac68
Add scraper symbols to symbol lookup results (#51)
4 years ago
Thomas 11700f75d9
Improve colors in dark mode, improve user table (#49)
4 years ago
Thomas 608b195ba9
Extend user table (#47)
4 years ago
Thomas 8cb5fd64dd
Prepare for multi accounts support: store account for new transactions (#46)
4 years ago
Thomas ef317a86ed
Setup angular compiler options (#45)
4 years ago
Thomas 19ada83d0b
Fix header and about page (#44)
4 years ago
Thomas 6ecf66ea2a Fix types
4 years ago
Thomas 65ba16c07c Fix tests
4 years ago
Thomas 125956eb3e
Refactor number extraction from string (#41)
4 years ago
Thomas 954224401d
Prepare for multi accounts support (#42)
4 years ago
Thomas d268de3e12
Feature/improve styling of x ray rules (#40)
4 years ago
Thomas 39cfb4603b
Extend support for feature flags (#39)
4 years ago
Thomas 5cb69291f5
Introduce market states (#38)
4 years ago
Thomas cf582b2e98
Add symbol icon to position detail dialog (#37)
4 years ago
Thomas 82e159a083
Filter inactive users (#36)
4 years ago
Thomas 6c7adb6193
Prettify generic scraper symbols (#34)
4 years ago
Thomas 9d92c48ab7
Fix text truncation of buttons (#33)
4 years ago
Thomas dbed4ea527
Feature/improve imports with paths in tsconfig (#32)
4 years ago
Thomas 8d149b5e2b
Reduce period of max data gathering (#30)
4 years ago
Thomas c361143ba2
Fix interceptor for unauthorized http response (#27)
4 years ago
Thomas 069006145a
Improve scraper (#28)
4 years ago
Thomas a2687eacbc
Feature/implement scraper (#25)
4 years ago
Thomas 0f2c8c856c
Clean up imports (#24)
4 years ago
Thomas ec4dbf2a51
Feature/extend database seed (#23)
4 years ago
Thomas 3d34aa5e80
Add guards (#22)
4 years ago
Thomas b200138a9e
Release 0.86.1 (#19)
4 years ago
Thomas 1de8c08c39
Check for environment variables (#17)
4 years ago
Thomas 358f0d7eaf
Improve the user table (#16)
4 years ago
Thomas 3558f52b84
Restore scroll position (#15)
4 years ago
Thomas 5d1f1b452a
Simplify initial project setup (#12)
4 years ago
Thomas fed10c7110
Add license (#8)
4 years ago
Thomas a8c65cf3c2
Feature/migrate links to router link (#2)
4 years ago
Matthias Frey c5d4823e28
Replace header.component.html href attributes with AngularRouter routerLink (#1)
4 years ago
Thomas c616312233 Initial commit
4 years ago