Valentin Zickner
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328d814922
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remove getPerformance from portfolio.ts
Co-authored-by: Thomas <dotsilver@gmail.com>
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3 years ago |
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Valentin Zickner
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d23addb673
|
change getDetails to portfolio-calculator.ts
Co-authored-by: Thomas <dotsilver@gmail.com>
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3 years ago |
Thomas
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fb15cebb64
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Add test (#237)
* Add test
* fix calculation for overall gross performance percentage
Co-authored-by: Valentin Zickner <github@zickner.ch>
|
3 years ago |
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Valentin Zickner
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9c51a257ae
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fix performance of combination of investments
|
3 years ago |
|
Thomas
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ec5523b459
|
Handle empty portfolio
|
3 years ago |
|
Thomas
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c8c21a016a
|
Handle empty portfolio
|
3 years ago |
|
Thomas
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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>
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3 years ago |
Valentin Zickner
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ed731afc66
|
fix market price fetch in case symbols are missing
|
3 years ago |
|
Thomas
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bd0e53525b
|
Refactoring
|
3 years ago |
|
Thomas
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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
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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 |
