Valentin Zickner
|
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 |
Thomas
|
56a5664c87
|
Release 1.31.0 (#239)
|
3 years ago |
|
Thomas
|
823501f43e
|
Sort imports (#242)
|
3 years ago |
|
Valentin Zickner
|
331ac7ded2
|
remove unused method in portfolio.service.ts (#240)
Co-authored-by: Valentin Zickner <github@zickner.ch>
|
3 years ago |
|
Thomas
|
92b44ba658
|
Update changelog
|
3 years ago |
Valentin Zickner
|
982ba7377a
|
remove legacy portfolio.ts
|
3 years ago |
|
Valentin Zickner
|
4bbd17a37a
|
fix tests
|
3 years ago |
|
Thomas
|
6a7def6c48
|
Clean up
|
3 years ago |
|
Thomas
|
ea219f0b88
|
Add guard
|
3 years ago |
|
Valentin Zickner
|
23b2e03923
|
refactor rule evaluation
|
3 years ago |
|
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
Co-authored-by: Thomas <dotsilver@gmail.com>
|
3 years ago |
|
Valentin Zickner
|
de83dc7b84
|
create investment endpoint for analysis timeline
Co-authored-by: Thomas <dotsilver@gmail.com>
|
3 years ago |
|
Valentin Zickner
|
4a0695613e
|
refactor PortfolioService#getOverview
Co-authored-by: Thomas <dotsilver@gmail.com>
|
3 years ago |
|
Valentin Zickner
|
328d814922
|
remove getPerformance from portfolio.ts
Co-authored-by: Thomas <dotsilver@gmail.com>
|
3 years ago |
|
Valentin Zickner
|
d23addb673
|
change getDetails to portfolio-calculator.ts
Co-authored-by: Thomas <dotsilver@gmail.com>
|
3 years ago |
|
Thomas
|
fb15cebb64
|
Add test (#237)
* Add test
* fix calculation for overall gross performance percentage
Co-authored-by: Valentin Zickner <github@zickner.ch>
|
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)
* 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 |
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 |
