gizmodus
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
Thomas Kaul
6ac693dd39
Feature/improve position of currency column ( #685 )
...
* Move position of currency column
* Update changelog
3 years ago
Thomas Kaul
82069da4e2
Bugfix/fix user account creation ( #682 )
...
* Fix the user account creation
* Update changelog
3 years ago
gizmodus
9b5ec0c56d
Feature/fix twr performance ( #679 )
...
* Fix TWR performance
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
Thomas Kaul
bed3e5aae2
Bugfix/fix horizontal overflow in activities table ( #676 )
...
* Fix horizontal overflow in tables
* Update changelog
3 years ago
Thomas Kaul
65bfe52db4
Feature/simplify admin user sign up ( #675 )
...
* Simplify admin user sign up
* Update changelog
3 years ago
Thomas Kaul
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
Thomas Kaul
67d40333f6
Move currency column ( #674 )
3 years ago
Thomas Kaul
f369996912
Bugfix/fix symbol selection of 7d data gathering ( #670 )
...
* Fix symbol selection of 7d data gathering
* Update changelog
3 years ago
Thomas Kaul
dc424a86ec
Feature/support deleting symbol profile data ( #669 )
...
* Add support for deleting symbol profile data
* Update changelog
3 years ago
Thomas Kaul
5d8bde5a70
Feature/access data source and symbol from symbol profile ( #668 )
...
* Access dataSource and symbol from SymbolProfile
* Update changelog
3 years ago
Thomas Kaul
16360c0c67
Feature/minor code cleanup ( #667 )
...
* Sort imports
* Update changelog
3 years ago
Thomas Kaul
161cb82820
Bugfix/fix data source of fear and greed index ( #663 )
...
* Encode data source
* Update changelog
3 years ago
Thomas Kaul
8bd9330acc
Feature/improve usability of create or edit transaction dialog ( #661 )
...
* Move the fee to the bottom
* Update changelog
3 years ago
Thomas Kaul
155c08d665
Transform data source ( #658 )
...
* Transform data source
* Update changelog
3 years ago
Thomas Kaul
b8ad6d6662
Feature/improve import ( #657 )
...
* Improve import
* Update changelog
Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>
3 years ago
Thomas Kaul
9d6977e3f7
Feature/support cryptocurrency mina protocol ( #659 )
...
* Support Mina Protocol (MINA-USD)
* Update changelog
3 years ago
Ronald Konjer
919b20197f
import csv with account name or id ( #654 )
...
* import csv with account id
3 years ago
Thomas Kaul
62885ea890
Feature/improve consistent use of symbol with data source ( #656 )
...
* Improve the consistent use of symbol with dataSource
* Update changelog
3 years ago
Thomas Kaul
65e151151b
Feature/increase fear and greed index to 90 days ( #652 )
...
* Increase fear and greed index to 90 days
* Update changelog
3 years ago
Thomas Kaul
5d3bbb8f30
Feature/improve annualized performance ( #651 )
...
* Improve annualized performance calculation
* Update changelog
3 years ago
Thomas Kaul
bcb7f5f522
Feature/add feature toggle for new calculation engine ( #649 )
...
* Add feature toggle for new calculation engine
* Update changelog
3 years ago
gizmodus
f15b33e950
Portfolio calculator rework ( #632 )
...
* Portfolio calculator rework
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
Thomas Kaul
9c086edffe
Feature/extend historical data view in admin control ( #646 )
...
* Extend market data view
* Update changelog
3 years ago
Thomas Kaul
585f99e4df
Feature/add summary row to activities table ( #645 )
...
* Add summary row to activities table
* Update changelog
3 years ago
Thomas Kaul
9d907b5eb5
Bugfix/improve the redirection on logout ( #642 )
...
* Improve logout
* Update changelog
3 years ago
Thomas Kaul
38f2930ec6
Feature/improve data provider service ( #637 )
...
* Improve data provider service
* Update changelog
3 years ago
Thomas Kaul
556be61fff
Bugfix/fix unresolved account names in reports ( #636 )
...
* Fix unresolved account names
* Update changelog
3 years ago
Thomas Kaul
0a8d159f78
Bugfix/fix missing symbol profile data connection in import ( #630 )
...
* Fix missing symbol profile data connection in import
* Update changelog
3 years ago
Thomas Kaul
1a4109ebaa
Bugfix/fix fallback to load currencies directly from data provider ( #629 )
...
* Fix fallback
* Update changelog
3 years ago
Thomas Kaul
e344c43a5a
Bugfix/fix currency of value in position detail dialog ( #627 )
...
* Fix currency
* Update changelog
3 years ago
Thomas Kaul
d6b78f3457
Feature/add links to statistics section ( #626 )
...
* Add links and clean up style
* Update changelog
3 years ago
Thomas Kaul
d3707bbb87
Bugfix/fix preselected default account in create activity dialog ( #624 )
...
* Fix preselected default account
* Update changelog
3 years ago
Thomas Kaul
7df53896f3
Feature/start eliminating data source from order ( #622 )
...
* Start eliminating dataSource from order
* Update changelog
3 years ago
Thomas Kaul
b2b3fde80e
Bugfix/support multiple accounts with the same name ( #623 )
...
* Support multiple accounts with the same name
* Update changelog
3 years ago
Thomas Kaul
075431d868
Feature/add google sheets as data source ( #620 )
...
* Add google sheets as data source
* Update changelog
3 years ago
Thomas Kaul
0168c1c4e8
Feature/exclude url pattern of shared portfolios in robots.txt ( #619 )
...
* Exclude shared portfolios
* Update changelog
3 years ago
Thomas Kaul
07de8f87fc
Set market prices explicitly ( #618 )
...
* Set market prices explicitly
* Set comments explicitly
3 years ago
Thomas Kaul
5882b7914d
Feature/add first months in open source blog post ( #616 )
...
* Add blog post
* Update changelog
3 years ago
Thomas Kaul
69c9e259b1
Bugfix/fix routing of create activity dialog ( #615 )
...
* Fix routing of create activity dialog
* Update changelog
3 years ago
Thomas Kaul
aca37a27f9
Feature/add top performers to analysis page ( #613 )
...
* Add Top 3 / Bottom 3 performers
* Update changelog
3 years ago
Thomas Kaul
9ac67b0af2
Feature/expose profile data gathering by symbol endpoint ( #611 )
...
* Expose profile data gathering by symbol endpoint
* Update changelog
3 years ago
Thomas Kaul
1e526852a7
Bugfix/fix mapping for russia in trackinsight data enhancer ( #610 )
...
* Fix mapping for Russia
* Update changelog
3 years ago
Thomas Kaul
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
Thomas Kaul
0179823ad9
Feature/restructure about page ( #608 )
...
* Restructure about page: introduce pages for blog and changelog
* Update changelog
3 years ago
Thomas Kaul
029b7bed9a
Bugfix/improve error handling in position api endpoint ( #607 )
...
* Add guards
* Update changelog
3 years ago
Thomas Kaul
635f10e2d0
Bugfix/hide data provider warning while loading ( #605 )
...
* Hide data provider warning while loading
* Update changelog
3 years ago
Thomas Kaul
cebf879d67
Feature/refactor demo user ( #604 )
...
* Refactor demo user id
* Update changelog
3 years ago
Thomas Kaul
124bdc028d
Bugfix/fix reload of position detail dialog ( #603 )
...
* Fix reload of position detail dialog
* Update changelog
3 years ago
Thomas Kaul
d69a69ce18
Bugfix/fix exception with market state ( #602 )
...
* Fix exception with market state
* Update changelog
3 years ago
Thomas Kaul
b291d9e031
Feature/refactor transactions to activities table ( #600 )
...
* Refactor transactions to activities table with attributes and routes
* Update changelog
3 years ago
Thomas Kaul
6dcd801d05
Feature/extend statistics section with users in slack community ( #596 )
...
* Extend statistics with users in Slack community
* Update changelog
3 years ago
Thomas Kaul
77065dac50
Feature/add date range selector to holdings tab ( #595 )
...
* Add date range selector to holdings tab
* Update changelog
3 years ago
Thomas Kaul
438484879d
Bugfix/fix creation of historical data ( #594 )
...
* Fix creation of historical data (upsert instead of update)
* Update changelog
3 years ago
Thomas Kaul
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
Thomas Kaul
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
Thomas Kaul
ff638adf03
Feature/add transactions to position detail dialog ( #591 )
...
* Add transactions to position detail dialog
* Update changelog
3 years ago
Thomas Kaul
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
Thomas Kaul
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
Thomas Kaul
9d3610331a
Add guard ( #582 )
3 years ago
Thomas Kaul
0043b44670
Feature/improve data gathering for currencies ( #581 )
...
* Improve data gathering for currencies, add warning if it fails
* Update changelog
3 years ago
Thomas Kaul
bbc4e64cb4
Bugfix/filter currencies with null value ( #579 )
...
* Filter currencies with null value
* Update changelog
3 years ago
Thomas Kaul
8f583709ef
Feature/add support for cosmos and polkadot ( #577 )
...
* Add support for cryptocurrencies ATOM and DOT
* Update changelog
3 years ago
Thomas Kaul
4c30212a72
Feature/improve data gathering ( #576 )
...
* Eliminate benchmarks to gather
* Optimize 7d data gathering
* Update changelog
3 years ago
Thomas Kaul
3b9a8fabb5
Clean up ( #574 )
3 years ago
Thomas Kaul
3435b3a348
Feature/make the csv import more flexible ( #573 )
...
* Make the csv import more flexible
* Update changelog
3 years ago
Valentin Zickner
5d39b267ab
write portfolio calculator test case for symbol BALN.SW (refs #554 ) ( #572 )
3 years ago
Thomas Kaul
ffaaa14dba
Feature/increase fear and greed index to 30 days ( #571 )
...
* Increase Fear & Greed index to 30 days
* Update changelog
3 years ago
Thomas Kaul
9f545e3e2b
Feature/add cryptocurrency solana ( #563 )
...
* Add support for Solana and clean up symbol conversion (SOL1USD)
* Update changelog
3 years ago
Thomas Kaul
1602f976f0
Feature/convert errors to warnings in portfolio calculator ( #562 )
...
* Convert errors to warnings
* Update changelog
3 years ago
Thomas Kaul
e78755c280
Replace OrderType with Type (prisma) ( #560 )
3 years ago
Thomas Kaul
7772684413
Bugfix/fix permission for system status page ( #559 )
...
* Fix permission
* Update changelog
3 years ago
Thomas Kaul
955302666e
Bugfix/improve redirection on logout ( #558 )
...
* Improve redirection on logout
* Update changelog
3 years ago
Thomas Kaul
ddce8cc7f9
Feature/support update of historical data ( #557 )
...
* Support update of historical data
* Update changelog
3 years ago
Thomas Kaul
aca0d77e91
Feature/add line chart to historical data view ( #555 )
...
* Add line chart
* Update changelog
3 years ago
Thomas Kaul
0806d0dc92
Bugfix/fix hidden statistics values ( #552 )
...
* Fix hidden values (0)
* Update changelog
3 years ago
Thomas Kaul
e518bc3779
Feature/clean up all time high and low from performance endpoint ( #551 )
...
* Remove isAllTimeHigh / isAllTimeLow
* Update changelog
3 years ago
Thomas Kaul
eff807dd9a
Add tests for yahoo Finance symbol conversion ( #550 )
...
* Add tests for yahoo Finance symbol conversion
* Refactoring
3 years ago
Thomas Kaul
155bf67f60
Bugfix/fix symbol conversion from yahoo finance with hyphen ( #549 )
...
* Fix symbol conversion from Yahoo Finance
* Update changelog
3 years ago
Thomas Kaul
83ba5f3d9f
Feature/add intro image for dark mode ( #540 )
...
* Add intro image for dark mode
* Update changelog
3 years ago
Rafael Augusto de Oliveira
7439c1bf54
fix(custom-cryptocurrencies): add uniswap (uni3) ( #541 )
3 years ago
Thomas Kaul
e255b76053
Feature/check currency in import validation ( #538 )
...
* Check currency in import validation (avoid importing transactions in wrong currency)
* Update changelog
3 years ago
Thomas Kaul
ed7209fb53
Feature/remove transactions import limit ( #536 )
...
* Remove default transactions import limit
* Update changelog
3 years ago
Thomas Kaul
11076592d1
Do not log coupon code ( #533 )
3 years ago
Thomas Kaul
ebee851b23
Feature/support data gathering by symbol and date ( #532 )
...
* Support data gathering by symbol and date
* Update changelog
3 years ago
Thomas Kaul
78e0fdb0ca
Add coupon system ( #529 )
...
* Add coupon system
* Update changelog
3 years ago
Thomas Kaul
d09cad4e05
Feature/read only mode ( #520 )
...
* Setup read only mode and update permissions dynamically
* Update changelog
3 years ago
Thomas Kaul
069660afe4
Feature/increase fear and greed index to 10 days ( #525 )
...
* Increase to 10 days
* Update changelog
3 years ago
Thomas Kaul
4d9a223491
Feature/add system message ( #519 )
...
* Add system message
* Update changelog
3 years ago
Thomas Kaul
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
Thomas Kaul
1beb4de62f
Feature/support additional currencies ( #517 )
...
* Support additional currencies
* Update changelog
3 years ago
Thomas Kaul
3e82de6b21
Feature/add historical data chart of fear and greed index ( #515 )
...
* Add historical data chart of market mood
* Update changelog
3 years ago
Thomas Kaul
563f354e7e
Feature/symbol to uppercase to avoid duplicates ( #514 )
...
* Convert the symbol to uppercase to avoid case-sensitive duplicates
* Update changelog
3 years ago
Thomas Kaul
e96e6c717c
Feature/enable import by default ( #513 )
...
* Enable import by default
* Update changelog
3 years ago
Thomas Kaul
961774ce9f
Feature/improve market data detail ( #511 )
...
* Improve historical data view (hide invalid and future dates)
* Update changelog
3 years ago
Thomas Kaul
49f46e1a1e
Bugfix/improve allocations by currency with cash balances ( #508 )
...
* Improve allocations by currency in combination with cash balances
* Update changelog
3 years ago
Thomas Kaul
4908e6d35d
Bugfix/fix data gathering of fear and greed index ( #505 )
...
* Fix data gathering of fear and greed index
* Update changelog
3 years ago
Thomas Kaul
11be6f630f
Feature/expose data gathering by symbol ( #503 )
...
* Expose data gathering by symbol as endpoint
* Update changelog
3 years ago
Thomas Kaul
85d123e1b1
Fix colspan ( #502 )
3 years ago
Thomas Kaul
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
Thomas Kaul
da6eaa0d77
Harmonize error log ( #499 )
3 years ago
Thomas Kaul
6c07759eb7
Feature/add market data tab to admin control panel ( #497 )
...
* Add market data tab
* Update changelog
3 years ago
Thomas Kaul
fcf07a0fd1
Clean up ( #496 )
3 years ago
Thomas Kaul
2f402c0c8e
Feature/introduce tabs with routing to home page ( #495 )
...
* Introduce tabs with routing
* Update changelog
3 years ago
Thomas Kaul
a24a094407
Feature/introduce tabs to admin control panel ( #494 )
...
* Add tabs
* Update changelog
3 years ago
Thomas Kaul
72067459d6
Feature/add value to position detail dialog ( #492 )
...
* Add value to position detail dialog
* Update changelog
3 years ago
Thomas Kaul
705441ecf8
Bugfix/fix line chart labels ( #491 )
...
* Fix line chart labels
* Fix click event for drafts
* Update changelog
3 years ago
Thomas Kaul
fbd1475402
Feature/upgrade core dependencies ( #490 )
...
* Upgrade core dependencies
* angular
* nestjs
* Nx
* rxjs
* storybook
* Temporarily fix imports for storybook
* Update changelog
3 years ago
Thomas Kaul
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
Thomas Kaul
572bfc59b8
Add guards ( #486 )
3 years ago
Thomas Kaul
f6acf5207b
Feature/add value to positions table ( #484 )
...
* Add value column
* Update changelog
3 years ago
Valentin Zickner
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
Thomas Kaul
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
Thomas Kaul
0cb632b165
Improve wording ( #482 )
3 years ago
Thomas Kaul
904dec040e
Feature/add testimonial ( #479 )
...
* Add testimonials
* Update changelog
3 years ago
Thomas Kaul
fc6c81fe02
Bugfix/fix footer row border in dark mode ( #478 )
...
* Fix border color in dark mode
* Update changelog
3 years ago
Thomas Kaul
f8f36e4f4e
Bugfix/fix accounts table footer on mobile ( #475 )
...
* Fix footer on mobile
* Update changelog
3 years ago
Thomas Kaul
5e7cf9d0b6
Feature/hide get started button on registration page ( #474 )
...
* Hide button
* Update changelog
3 years ago
Thomas Kaul
e1932eb5a1
Bugfix/exclude drafts from transaction count ( #473 )
...
* Fix transactions count (exclude drafts)
* Improve wording (summary page)
* Update changelog
3 years ago
Thomas Kaul
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
Thomas Kaul
a50b55da75
Clean up ( #470 )
3 years ago
Thomas Kaul
d2fabe7ce4
Feature/add value column to accounts table ( #468 )
...
* Add value column
* Update changelog
3 years ago
Thomas Kaul
a42700b9fe
Feature/introduce data gathering progress ( #467 )
...
* Add data gathering progress
* Update changelog
3 years ago
Thomas Kaul
9df8541145
Feature/log logo on server start ( #466 )
...
* Log logo on server start
* Update changelog
3 years ago
Thomas Kaul
239bd09cbd
Feature/move market mood to tab ( #463 )
...
* Move market mood to tab
* Update changelog
3 years ago
Thomas Kaul
cd76f89902
Feature/increase decimal places for cryptocurrencies ( #462 )
...
* Calculate quantity precision
* Update changelog
3 years ago
Thomas Kaul
b9522307c4
Feature/various client improvements ( #460 )
...
* Various improvements
* info messages
* skeleton loader of portfolio holdings
* Update changelog
3 years ago
Thomas Kaul
e01e039a00
Release 1.72.0 ( #459 )
3 years ago
Thomas Kaul
d60b444324
Release/1.71.0 ( #458 )
...
* Refactor logger
* Fix exception
* Update changelog
3 years ago
Thomas Kaul
d999a27159
Feature/move scraper configuration to symbol profile ( #456 )
...
* Move scraper configuration
* Update changelog
3 years ago
Thomas Kaul
b6902e10ea
Feature/improve import json file validation ( #455 )
...
* Improve import validation
* Update changelog
3 years ago
Thomas Kaul
678544748a
Add symbol mapping ( #452 )
...
* Add symbol mapping
* Update changelog
3 years ago
Thomas Kaul
87301ddbd5
Feature/improve registration page ( #451 )
...
* Improve registration page
* Update changelog
3 years ago
Thomas Kaul
edb66bb166
Feature/extend statistics ( #449 )
...
* Extend statistics
* Update changelog
3 years ago
Thomas Kaul
54bbc8446b
Feature/prettify scraper symbol in chart ( #448 )
...
* Prettify scraper symbol in chart
* Update changelog
3 years ago
Thomas Kaul
1397cd62a8
Feature/extend public page ( #445 )
...
* Extend public page
* Update changelog
3 years ago
Valentin Zickner
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
Thomas Kaul
9133ea38f3
Feature/order accesses ( #441 )
...
* Order accesses
* Update changelog
3 years ago
Thomas Kaul
a864c617b9
Feature/improve landing page ( #442 )
...
* Add intro screen
* Update changelog
3 years ago
Thomas Kaul
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
Thomas Kaul
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
Thomas Kaul
19e2d54791
Refactor custom cryptocurrencies ( #433 )
3 years ago
Valentin Zickner
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
Thomas Kaul
6dea9093ba
Feature/add public portfolio ( #426 )
...
* Setup public portfolio page
* Update changelog
3 years ago
Thomas Kaul
1d9a31dbb8
Improve styling ( #423 )
3 years ago
Thomas Kaul
b57301ef50
Feature/extend import validation message ( #421 )
...
* Extend import validation message
* Update changelog
3 years ago
Thomas Kaul
2e5176bacf
Feature/extend import by csv files ( #419 )
...
* Support import of csv files
* Update changelog
3 years ago
Thomas Kaul
f06a0fbbee
Feature/validate duplicate orders for import ( #416 )
...
* Validate duplicate orders
* Update changelog
3 years ago
Thomas Kaul
4ab6a1a071
Feature/harmonize page layouts ( #417 )
...
* Harmonize page layouts
* Update changelog
3 years ago
Thomas Kaul
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
Valentin Zickner
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
Thomas Kaul
15a61b7a20
Feature/improve values of global heat map ( #408 )
...
* Convert value
* Update changelog
3 years ago
Thomas Kaul
d1eedf9726
Bugfix/various fixes ( #407 )
...
* Fix links
* Update column
* Fix impersonation mode
* Update changelog
3 years ago
Thomas Kaul
de94494aa0
Bugfix/fix symbol conversion for yahoo finance ( #405 )
...
* Fix symbol conversion for Yahoo Finance
* Update changelog
3 years ago
Thomas Kaul
3ec4a73b35
Feature/improve tooltips ( #403 )
...
* Improve tooltips
* Update changelog
3 years ago
Thomas Kaul
1050bfa098
Feature/improve yahoo finance symbol conversion ( #402 )
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* Improve symbol conversion
* Update changelog
3 years ago
Thomas Kaul
8769fe4c90
Improve styling ( #399 )
3 years ago
Thomas Kaul
4219e1121e
Improve style ( #398 )
3 years ago
Thomas Kaul
f558eb8de8
Fix template ( #397 )
3 years ago
Thomas Kaul
fe2bd6eea8
Feature/protect endpoints ( #396 )
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* Protect endpoints
* Update changelog
3 years ago
Thomas Kaul
035052be99
Feature/improve exchange rates table ( #394 )
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* Improve exchange rates table
* Update changelog
3 years ago
Thomas Kaul
39d9828f9f
Feature/respect account currency in exchange rate data service ( #391 )
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* Respect the accounts' currencies
* Update changelog
3 years ago
Thomas Kaul
6333aa972d
Bugfix/fix data gathering after seed ( #390 )
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* Fix data gathering after seed
* Update changelog
3 years ago
Thomas Kaul
dcee651098
Feature/support unlimited currencies ( #387 )
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* Support unlimited currencies
* Update changelog
3 years ago
Thomas Kaul
508a48f4c3
Feature/hide actions in presenter view ( #380 )
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* Hide actions if restricted view is active
* Update changelog
3 years ago
Thomas Kaul
8466e3d73f
Feature/always show adapted portfolio page ( #388 )
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* Always show adapted portfolio page
* Update changelog
3 years ago
Thomas Kaul
9ae9904389
Feature/add story for line chart component ( #385 )
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* Add story for line chart component
* Update changelog
3 years ago
Thomas Kaul
af022ae316
Feature/add story for portfolio proportion chart component ( #384 )
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* Add story
* Use new component
* Update changelog
3 years ago
Thomas Kaul
98be8745d9
Bugfix/fix create or edit transaction dialog ( #382 )
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* Fix create or edit transaction dialog
* Update changelog
3 years ago
Thomas Kaul
0f72673ef4
Feature/respect data source in symbol data endpoint ( #370 )
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* Respect data source in symbol data endpoint
* Respect data source in the data provider service
* Combine symbol with data source in get() of data provider service
* Improve search functionality for multiple data sources
* Update changelog
3 years ago
Thomas Kaul
641fe4e8f4
Bugfix/net performance in positions endpoint ( #377 )
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* Nullify net performance
* Update changelog
3 years ago
Thomas Kaul
5b588c2000
Bugfix/hide the current net performance ( #373 )
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* Hide the current net performance
* Update changelog
3 years ago
Thomas Kaul
4a815d2031
Feature/change data gathering selection ( #368 )
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* Change data gathering selection from distinct orders to symbol profiles
* Update changelog
3 years ago
Valentin Zickner
d2aeeb3e88
optimize annual performance calculation ( #367 )
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* Optimize annual performance calculation
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
Thomas Kaul
5ea455b98b
Feature/upgrade simplewebauthn dependencies to version 4.1.0 ( #365 )
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* Upgrade @simplewebauthn dependencies to version 4.1.0
* @simplewebauthn/browser
* @simplewebauthn/server
* Update changelog
3 years ago
Thomas Kaul
39f315aba0
Feature/add annualized performance ( #364 )
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* Add annualized performance
* Update changelog
3 years ago
Thomas Kaul
df2dfc20a1
Feature/add slack channel ( #363 )
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* Add Slack channel
* Update changelog
3 years ago
Thomas Kaul
5d4156ecec
Feature/refactor position detail dialog ( #355 )
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* Add name to portfolio position endpoint
* Update changelog
3 years ago
Thomas Kaul
773444b1e2
Bugfix/fix home button overlap on ios ( #360 )
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* Fix overlap
* Update changelog
3 years ago
Thomas Kaul
3c46bde8d5
Bugfix/fix fear and greed index ( #359 )
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* Fix fear and greed index
* Refactor fear and greed index symbol
* GF.FEAR_AND_GREED_INDEX -> _GF_FEAR_AND_GREED_INDEX
* Update changelog
3 years ago
Matthias Frey
63ee33b685
Use 'import type' to import types, eliminate webpack warnings ( #358 )
3 years ago
Thomas Kaul
9ed82ac82b
Feature/improve labels of allocation chart by symbol ( #353 )
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* Improve labels
* Update changelog
3 years ago
Ivo Valchev
9c9ca4ab1e
Add labels to allocation piecharts ( #337 )
3 years ago
Thomas Kaul
9cbf789c22
Bugfix/fix values in position detail dialog ( #351 )
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* Nullify netPerformance
* Introduce precision
* Update changelog
3 years ago
Thomas Kaul
ee5ab05d8a
Release 1.47.1 ( #350 )
3 years ago
Thomas Kaul
bf8856ad19
Bugfix/fix search for cryptocurrencies ( #348 )
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* Fix the search for cryptocurrency symbols
* Update changelog
3 years ago
Valentin Zickner
48ab862bb6
net performance for current positions ( #330 )
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* implement fees for transaction points #324
* add net performance to current positions #324
* add net performance to calculate timeline #324
* make timeline fee accumulated by default #324
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
Thomas Kaul
ba234a470e
Feature/add storybook story for trend indicator component ( #346 )
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* Add storybook story for trend indicator component
* Update changelog
3 years ago
Thomas Kaul
ccae660104
Feature/add storybook story for no transactions info component ( #345 )
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* Add storybook story for no transactions info component
* Update changelog
3 years ago
Thomas Kaul
21ed91d184
Feature/add storybook story for logo component ( #344 )
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* Add storybook story for logo component
* Update changelog
3 years ago
Thomas Kaul
5fd413e57e
Feature/setup storybook ( #332 )
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* Setup ui library with storybook
* Add value component with story
* Update changelog
3 years ago
Thomas Kaul
4c194c938a
Feature/add contributors count to statistics ( #342 )
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* Add contributors count to statistics
* Update changelog
3 years ago
Thomas Kaul
747e5b63fa
Feature/restructure allocations page including allocations by symbol ( #333 )
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* Restructure allocations page
* Update changelog
3 years ago
Ivo Valchev
b1187cf880
Add a new symbol allocation chart ( #326 )
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* Add a new symbol allocation chart
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
Thomas Kaul
ba9e6eab58
Feature/add link to transactions below holdings ( #329 )
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* Add link: Manage transactions
* Update changelog
3 years ago
Ivo Valchev
01feead017
Show decimal `transactionCount` and singular for 1 transaction ( #327 )
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* Show decimal `transactionCount` and singular for 1 transaction
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
Thomas Kaul
6386786ac0
Bugfix/improve symbol lookup ( #322 )
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* Improve symbol lookup
* Update changelog
3 years ago
Thomas Kaul
73a967a7e5
Feature/add cash as asset sub class ( #319 )
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* Add cash as asset sub class
* Update changelog
3 years ago
Thomas Kaul
c5bb3023d3
Bugfix/filter out positions without quantity ( #317 )
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* Filter out positions without any quantity
* Update changelog
3 years ago
Thomas Kaul
fe975945d1
Feature/add fallback for loading currencies ( #315 )
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* Add fallback for loading currencies
* Update changelog
3 years ago