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
e0be792e46
Re-enable all tests
3 years ago
c3d010135f
Add test for single buy
3 years ago
d6a16a6093
Improve error handling
3 years ago
34c13c80ec
add error handling for current positions
3 years ago
f65a108436
change hardcoded timestamp in test to timezone specific
3 years ago
993f066e08
remove console.time statements during portfolio calls
3 years ago
852902d1ab
add current position calculation with holding period return calculation
3 years ago
ee89822bfe
Fix tests
3 years ago
e0435e5cad
Add name to position
3 years ago
e2c23703dc
Fix tests
3 years ago
1226c26a9d
Refactor positions
3 years ago
fdc89f7182
optimize performance of positions endpoint
3 years ago
04e03bd080
add multi-date fetch for current values
3 years ago
66e7ad3fd2
prepare for multi-day database fetch
3 years ago
b4dc21dd61
Implement new positions endpoint
3 years ago
8a482e63b9
fix gross performance number type
3 years ago
aabfb39e8f
optimize portfolio calculator to fetch all symbols for one day
3 years ago
cdc8faff7f
add current position gross performance (percentage)
3 years ago
7b696e39de
add sorting and symbol as a result
3 years ago
c88ad2c225
change getValues to multiple symbols
3 years ago
cbe079ae66
ignore missing values
3 years ago
8e4ee7feea
optimize order loading
3 years ago
f1b3c61675
add additional time measurements
3 years ago
24dc312367
Add logs to benchmark
3 years ago
7ac7442f73
Declare functions explicitly as public
3 years ago
099571437e
Extend current rate service with getRange()
3 years ago
7dac059a55
Sort imports
3 years ago
48fbeda72d
Sort imports
3 years ago
19007cdc34
Optimize market data query
3 years ago
5037393866
Support today in current rate service
3 years ago
ddf24163b4
optimize database query execution for portfolio chart
3 years ago
b26521c4bd
add workaround for database date search
3 years ago
cfee6c1ddd
add draft integration of new portfolio calculator to chart
3 years ago
19bcd601d1
add gross performance
3 years ago
836df69e68
add calculation of current investment
3 years ago
dd86adcea1
add investment to timeline calculation
3 years ago
4f7628921d
add timeline time point calculation
3 years ago
88f0cb095d
make it pretty
3 years ago
7538133d09
implement getCurrentPositions of PortfolioCalculator
3 years ago
67606e4026
Extend current rate service test
3 years ago
9de56c32ac
create base structure for portfolio rewrite
...
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
1c65599a16
Feature/add blog ( #218 )
...
* Setup blog
* Add german blog post
* Add english blog post
* Update changelog
3 years ago
61e667213e
Feature/add date range selector to positions tab ( #234 )
...
* Add date range selector
* Update changelog
3 years ago
f0c6517019
Improve tabs layout ( #232 )
3 years ago
80ba112bc0
Feature/change menu icon if menu open ( #231 )
...
* Change menu icon
* Update changelog
3 years ago
40696b425e
Feature/add tabs on the home page ( #230 )
...
* Add tabs
* Update changelog
3 years ago
cdcbe3ab71
Feature/various layout improvements ( #224 )
...
* Various layout improvements
* Update changelog
3 years ago
6996e5a140
Feature/add data gathering for symbol profile data ( #228 )
...
* Implement profile data gathering
* Update changelog
3 years ago
be8d60968d
Feature/improve active menu button style ( #227 )
...
* Improve text decoration style
* Update changelog
3 years ago
d53e5c4da5
Refactor auth guard ( #226 )
3 years ago
9072cbdba1
Feature/add no transactions info on zen page ( #222 )
...
* Add no transactions info to zen page
* Update changelog
3 years ago
120b691336
Bugfix/fix url to fear and greed index ( #221 )
...
* Fix url
* Update changelog
3 years ago
bd4ad76953
Feature/remove pause in onboarding ( #220 )
...
* Improve onboarding
* Remove pause
* Add icon
* Update changelog
3 years ago
94d56f553f
Bugfix/fix chart on landing page ( #219 )
...
* Fix chart on landing page
* Update changelog
3 years ago
51fbc538ca
Feature/set public stripe key dynamically ( #216 )
...
* Set public Stripe key dynamically
* Update changelog
3 years ago
39a76f7f40
Feature/add robots.txt ( #215 )
...
* Add robots.txt
* Update changelog
3 years ago
e4d325daab
Feature/various style improvements ( #214 )
...
* Improve styles
* Update changelog
3 years ago
b765df65d6
Improve wording ( #213 )
3 years ago
c7b7efae3b
Feature/import transactions ( #212 )
...
* Implement import transactions functionality
* Update changelog
3 years ago
be5b58f49a
Bugfix/fix warn color ( #211 )
...
* Fix warn color
* Update changelog
3 years ago
ecfe694f0b
Feature/export transactions ( #209 )
...
* Export functionality for transactions
* Update changelog
3 years ago
b3b9a051c3
Shorten slogan ( #207 )
3 years ago
bf1146bfd6
Feature/change slogan to wealth management ( #206 )
...
* Harmonize slogans to "Open Source Wealth Management Software"
* Update changelog
3 years ago
0774ca91a1
Improve settings selectors layout ( #205 )
3 years ago
f403807f2d
Bugfix/fix average buy price calculation ( #204 )
...
* Fix average buy price calculation
* Update changelog
3 years ago
f22991b090
Feature/respect cash balance in analysis ( #203 )
...
* Respect cash balance in in analysis
* Update changelog
3 years ago
1135a5b335
Fix rendering of currency and platform in dialogs and clean up observables ( #202 )
3 years ago
2c19d8c8e7
Feature/add balance to account ( #193 )
...
* Add balance attribute and calculate total balance
* Update changelog
3 years ago
db090229ce
Feature/add total value in the create or edit transaction dialog ( #192 )
...
* Display total value
* Update changelog
3 years ago
fbe590ddb9
Feature/upgrade angular material css vars to 2.0.0 ( #200 )
...
* Upgrade angular-material-css-vars
* Update changelog
3 years ago
3986e8f879
Upgrade Nx to version 12.5.4 ( #194 )
3 years ago
290e93bbd7
Release 1.23.1 ( #191 )
3 years ago
92d321a001
Drafts for orders ( #187 )
...
* Render the future with a dashed border
* Update changelog
3 years ago
367f25a975
Feature/set user id in stripe callback ( #184 )
...
* Set user id as description
* Update changelog
3 years ago
09bbda3502
Change from subscription to one time payment ( #181 )
3 years ago
ee9a521813
Bugfix/fix base currency in pricing page ( #180 )
...
* Fix base currency
* Update changelog
3 years ago
Thomas Kaul
Matthias Frey
Ivo Valchev
Valentin Zickner
Valentin Zickner
Valentin Zickner