ghostfolio

Commit Graph

Author	SHA1	Message	Date
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	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	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	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	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	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	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	07de8f87fc	Set market prices explicitly (#618 ) * Set market prices explicitly * Set comments explicitly	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	029b7bed9a	Bugfix/improve error handling in position api endpoint (#607 ) * Add guards * Update changelog	3 years ago
Thomas Kaul	cebf879d67	Feature/refactor demo user (#604 ) * Refactor demo user id * 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	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	438484879d	Bugfix/fix creation of historical data (#594 ) * Fix creation of historical data (upsert instead of update) * 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	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
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	ddce8cc7f9	Feature/support update of historical data (#557 ) * Support update of historical data * 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
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	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	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	72067459d6	Feature/add value to position detail dialog (#492 ) * Add value to position detail dialog * 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
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	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	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	cd76f89902	Feature/increase decimal places for cryptocurrencies (#462 ) * Calculate quantity precision * 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	678544748a	Add symbol mapping (#452 ) * Add symbol mapping * Update changelog	3 years ago
Thomas Kaul	edb66bb166	Feature/extend statistics (#449 ) * Extend statistics * Update changelog	3 years ago
Thomas Kaul	1397cd62a8	Feature/extend public page (#445 ) * Extend public page * Update changelog	3 years ago
Thomas Kaul	9133ea38f3	Feature/order accesses (#441 ) * Order accesses * 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	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	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	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	1050bfa098	Feature/improve yahoo finance symbol conversion (#402 ) * Improve symbol conversion * Update changelog	3 years ago
Thomas Kaul	fe2bd6eea8	Feature/protect endpoints (#396 ) * Protect endpoints * Update changelog	3 years ago
Thomas Kaul	39d9828f9f	Feature/respect account currency in exchange rate data service (#391 ) * Respect the accounts' currencies * Update changelog	3 years ago
Thomas Kaul	6333aa972d	Bugfix/fix data gathering after seed (#390 ) * Fix data gathering after seed * Update changelog	3 years ago
Thomas Kaul	dcee651098	Feature/support unlimited currencies (#387 ) * Support unlimited currencies * Update changelog	3 years ago
Thomas Kaul	0f72673ef4	Feature/respect data source in symbol data endpoint (#370 ) * 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 ) * Nullify net performance * Update changelog	3 years ago
Thomas Kaul	5b588c2000	Bugfix/hide the current net performance (#373 ) * Hide the current net performance * Update changelog	3 years ago
Thomas Kaul	4a815d2031	Feature/change data gathering selection (#368 ) * Change data gathering selection from distinct orders to symbol profiles * Update changelog	3 years ago
Valentin Zickner	d2aeeb3e88	optimize annual performance calculation (#367 ) * 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 ) * 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 ) * Add annualized performance * Update changelog	3 years ago
Thomas Kaul	5d4156ecec	Feature/refactor position detail dialog (#355 ) * Add name to portfolio position endpoint * Update changelog	3 years ago
Thomas Kaul	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
Matthias Frey	63ee33b685	Use 'import type' to import types, eliminate webpack warnings (#358 )	3 years ago
Thomas Kaul	9cbf789c22	Bugfix/fix values in position detail dialog (#351 ) * 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 ) * Fix the search for cryptocurrency symbols * Update changelog	3 years ago
Valentin Zickner	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
Thomas Kaul	ba234a470e	Feature/add storybook story for trend indicator component (#346 ) * Add storybook story for trend indicator component * Update changelog	3 years ago
Thomas Kaul	4c194c938a	Feature/add contributors count to statistics (#342 ) * Add contributors count to statistics * Update changelog	3 years ago
Thomas Kaul	6386786ac0	Bugfix/improve symbol lookup (#322 ) * Improve symbol lookup * Update changelog	3 years ago
Thomas Kaul	73a967a7e5	Feature/add cash as asset sub class (#319 ) * Add cash as asset sub class * Update changelog	3 years ago
Thomas Kaul	c5bb3023d3	Bugfix/filter out positions without quantity (#317 ) * Filter out positions without any quantity * Update changelog	3 years ago
Thomas Kaul	fe975945d1	Feature/add fallback for loading currencies (#315 ) * Add fallback for loading currencies * Update changelog	3 years ago
Thomas Kaul	d8782b0d4c	Feature/automate countries for stocks in symbol profile data (#314 ) * Automate countries for stocks in symbol profile data * Update changelog	3 years ago
Thomas Kaul	72c065a59d	Feature/introduce asset sub class (#312 ) * Introduce asset sub class * Update changelog	3 years ago
Thomas Kaul	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
Thomas Kaul	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
Thomas Kaul	c2ab6a6c44	Feature/improve portfolio details endpoint (#302 ) * Make details endpoint fault tolerant (do not throw error) * Update changelog	3 years ago
Thomas Kaul	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
Thomas Kaul	e17b217032	Bugfix/fix issue on buy date in position detail dialog (#297 ) * Fix issue on buy date * Update changelog	3 years ago
Thomas Kaul	05b0efef82	Feature/add restricted view (#295 ) * Add restricted view * Update changelog	3 years ago
Thomas Kaul	0ee2258af8	Feature/improve impersonation mode (#293 ) * Improve the impersonation mode * Update changelog	3 years ago
Valentin Zickner	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
Thomas	77936e3bf3	Feature/improve users table (#291 ) * Improve users table * Engagement / Day * Registration * Update changelog	3 years ago
Thomas	b898c0678d	Feature/refactor exchange rate service (#289 ) * Refactor exchange rate service * Update changelog	3 years ago
Thomas	96a615dc5d	Bugfix/only allow supported currencies in symbol search (#287 ) * Only allow supported currencies in symbol search * Update changelog	3 years ago
Thomas	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
Thomas	908aba170d	Fix position chart for missing historical data (#284 ) * Fix position chart for missing historical data * Update changelog	3 years ago
Thomas	8ac1272a9d	Feature/eliminate name from scraper config (#277 ) * Eliminate name from scraper config * Update changelog	3 years ago
Thomas	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
Thomas	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
Thomas	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
Thomas	37358fb480	Bugfix/add fallback if exchange service is not initialized (#264 ) * Add fallback and log error * Update changelog	3 years ago
Thomas	3589e72aea	Harmonize prisma service (#266 )	3 years ago
Thomas	e68aa1fa68	Clean up imports (#267 )	3 years ago
Thomas	bb76ace95d	Feature/improve support for draft transactions (#265 ) * Improve support for draft transactions * Update changelog	3 years ago
Valentin Zickner	dfcf826b4f	implement support for buy-sell(-buy) scenario (#262 ) Co-authored-by: Valentin Zickner <github@zickner.ch>	3 years ago
Valentin Zickner	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
Valentin Zickner	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
Valentin Zickner	bf256ae50c	fix position currency conversion (#256 ) Co-authored-by: Valentin Zickner <github@zickner.ch>	3 years ago
Thomas	7f047362cc	Bugfix/fix division by zero in calculate overall gross performance (#253 ) * Fix error with division by zero * Update changelog	3 years ago
Thomas	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
Thomas	b7d950f3f9	Bugfix/fix missing market state in positions (#250 ) * Fix missing market state in positions * Update changelog	3 years ago
Thomas	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
Thomas	423ceec317	Feature/remove symbol icon from dialog header (#244 ) * Remove symbol icon from dialog header * Clean up code	3 years ago
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	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
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	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	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 Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	3 years ago
Thomas	1c65599a16	Feature/add blog (#218 ) * Setup blog * Add german blog post * Add english blog post * Update changelog	3 years ago
Thomas	6996e5a140	Feature/add data gathering for symbol profile data (#228 ) * Implement profile data gathering * Update changelog	3 years ago
Thomas	51fbc538ca	Feature/set public stripe key dynamically (#216 ) * Set public Stripe key dynamically * Update changelog	3 years ago
Thomas	c7b7efae3b	Feature/import transactions (#212 ) * Implement import transactions functionality * Update changelog	3 years ago
Thomas	ecfe694f0b	Feature/export transactions (#209 ) * Export functionality for transactions * Update changelog	3 years ago
Thomas	f403807f2d	Bugfix/fix average buy price calculation (#204 ) * Fix average buy price calculation * Update changelog	3 years ago
Thomas	f22991b090	Feature/respect cash balance in analysis (#203 ) * Respect cash balance in in analysis * Update changelog	3 years ago
Thomas	2c19d8c8e7	Feature/add balance to account (#193 ) * Add balance attribute and calculate total balance * Update changelog	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 ) * Render the future with a dashed border * Update changelog	3 years ago
Thomas	367f25a975	Feature/set user id in stripe callback (#184 ) * Set user id as description * Update changelog	3 years ago
Thomas	09bbda3502	Change from subscription to one time payment (#181 )	3 years ago
Thomas	ad00cd9d81	Feature/setup subscription with stripe (#178 ) * Set up stripe for subscriptions * Update permissions and add discount * Update changelog	3 years ago
Thomas	66c955ad6c	Feature/ghostfolio in numbers (#175 ) * Add Ghostfolio in numbers section * Update changelog	3 years ago
Thomas	0264b592b9	Feature/improve investments by sector (#172 ) * Improve investments analysis by sector * Update changelog	3 years ago
Matthias Frey	6c1119caec	Restrict webauthn to fingerprint only and improve UX (#161 ) * Restrict webauthn to fingerprint only * Move webauthn login to separate page /webauthn * Stay signed in with social login * Update changelog Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	3 years ago
Matthias Frey	e87c942cb8	Add webauthn (#82 ) * Add webauthn * Complete WebAuthn device sign up and login * Move device registration to account page * Replace the token login with a WebAuthn prompt if the current device has been registered * Mark the current device in the list of registered auth devices * Fix after rebase * Fix tests * Disable "Add current device" button if current device is registered * Add option to "Stay signed in" * Remove device list feature, sign in with deviceId instead * Improve usability * Update changelog Co-authored-by: Matthias Frey <mfrey43@gmail.com> Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	3 years ago
Thomas	9eb25f6c9e	Feature/connect or create logic for symbol profile (#153 ) * Add connectOrCreate logic * Extend seed * Update changelog	3 years ago
Thomas	6a03120225	Feature/add symbol profile model (#148 ) * Add symbol profile model and positions by country chart * Add positions by continent chart * Fix tests * Extend seed * Update changelog	3 years ago
Thomas	ef272360fb	Feature/render average prices in position detail chart (#144 ) * Render average buy prices * Update changelog	3 years ago
Thomas	e7fbcd4fa0	Feature/extend pricing page (#130 ) * Extend pricing page * Feature/align pricing page with subscription model (#135) * Align pricing page with subscription model * Update changelog	3 years ago
Thomas	146b5201b5	Feature/make x ray rules order consistent (#134 ) * Make order of X-ray rules consistent * Update changelog	3 years ago
Thomas	42a2d404e4	Fix type errors (#126 )	4 years ago
Thomas	11b2379d98	Feature/respect data source in data gathering (#107 ) * Respect data source in data gathering * Update changelog * optimize fetching from multiple data sources (#123) * optimize fetching from multiple data sources * improve performance by executing data gathering promises in parallel * removed unused imports * rename hasHistoricalData to canHandle * Sort imports * Clean up Co-authored-by: Valentin Zickner <3200232+vzickner@users.noreply.github.com>	4 years ago
Thomas	8e13f6ef9b	Bugfix/fix performance chart (#119 ) * Fix value of performance chart * Update changelog	4 years ago
Thomas	1a553a296f	Feature/improve user table of admin control panel (#109 ) * Improve user table * Add index * Increase limit * Improve alignment of cell content * Update changelog	4 years ago
Thomas	78a4946e8b	Feature/zen mode (#110 ) * Start with implementation * Refactor AuthGuard, persist displayMode in user settings * Refactor DisplayMode to ViewMode * Update changelog	4 years ago
Thomas	200a7d2d65	Feature/refactor search functionality (#105 ) * Refactor search functionality * Update changelog * Improvements after code review	4 years ago
Thomas	abd0e08566	Introduce @ghostfolio/common lib (#102 )	4 years ago
Thomas	c973ffd3ba	Feature/reorganize helper lib (#100 ) Reorganize helper lib (Move interfaces and types) * InfoItem * PortfolioItem * PortfolioOverview * PortfolioPerformance * Position * PortfolioPosition * PortfolioReport * PortfolioReportRule * User * UserSettings * DateRange * AdminData * AccessWithGranteeUser * OrderWithAccount * Granularity * UserWithSettings * RequestWithUser	4 years ago
Thomas	368de7dedc	Extend unit tests (#99 )	4 years ago
Thomas	5d36d3a6bb	remove database dependencies for test execution (#96 ) Co-Authored-By: Valentin Zickner <valentin@coderworks.de>	4 years ago
Thomas	111d8d8e3c	Feature/rename share to allocation in columns of positions table (#93 ) * Rename columns * Initial Share -> Initial Allocation * Current Share -> Current Allocation * Update changelog	4 years ago
Thomas	b0a24e4fc0	Desaturate background color (#92 )	4 years ago
Valentin Zickner	5d24adfa75	Feature/improve transaction filtering (#76 ) * add multi-filter support for transaction filtering with auto completion * update changelog * fix table for transaction for accounts without platform * simplify readme file since docker compose build is not required (#75) * simplify readme file since docker compose build is not required * add anchor navigation in README.md * Improve UI * Refactoring * Refactoring * Feature/travis (#77) * integrate travis * fix prettier transactions-page.component.ts * change base branch to main * fetch all branches in .travis.yml * Bugfix/keep current menu item active (#78) * Keep current menu item active * Update changelog * Feature/travis (#77) * integrate travis * fix prettier transactions-page.component.ts * change base branch to main * fetch all branches in .travis.yml * Keep current menu item active * Update changelog Co-authored-by: Valentin Zickner <3200232+vzickner@users.noreply.github.com> * add multi-filter support for transaction filtering with auto completion * update changelog * fix table for transaction for accounts without platform * Improve UI * Refactoring * Refactoring * Update changelog Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	4 years ago
Thomas	87cd3ef33f	Release 0.99.0 (#65 )	4 years ago
Thomas	163f4a3d3f	Feature/allow to delete users (#64 ) * Allow to delete users * Update changelog	4 years ago
Thomas	a84256dc03	Feature/eliminate platform from order (#63 ) * Eliminate platform from order * Update changelog	4 years ago
Thomas	cf82066976	Fix test (#62 )	4 years ago
Thomas	90a2fea7d6	Feature/create and update accounts (#60 ) * Allow to create and update accounts * Activate account selector in transaction dialog * Refactor analytics and report from platforms to accounts	4 years ago
Thomas	c70eb7793e	Feature/migration to accounts (#58 ) * Migrate transaction table * Add accounts page * Add account page logic	4 years ago
Thomas	e3a1d2b9cf	Fix tests (#57 )	4 years ago
Thomas	a076a1c933	Feature/extend position detail dialog (#54 ) * Extend position detail dialog * Absolute change * Number of transactions	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	608b195ba9	Extend user table (#47 ) * Column: accounts * Horizontal scrollbar	4 years ago
Thomas	8cb5fd64dd	Prepare for multi accounts support: store account for new transactions (#46 )	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	39cfb4603b	Extend support for feature flags (#39 )	4 years ago
Thomas	5cb69291f5	Introduce market states (#38 ) * closed * delayed (no live data) * open	4 years ago
Thomas	82e159a083	Filter inactive users (#36 )	4 years ago
Thomas	dbed4ea527	Feature/improve imports with paths in tsconfig (#32 ) * Improve imports	4 years ago
Thomas	8d149b5e2b	Reduce period of max data gathering (#30 )	4 years ago
Thomas	069006145a	Improve scraper (#28 )	4 years ago
Thomas	a2687eacbc	Feature/implement scraper (#25 ) * Clean up imports * Implement scraper * Sort imports	4 years ago
Thomas	0f2c8c856c	Clean up imports (#24 )	4 years ago
Thomas	ec4dbf2a51	Feature/extend database seed (#23 ) * Extend database seed * platforms * transactions of demo user * Improve error handling	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	5d1f1b452a	Simplify initial project setup (#12 ) * Simplify initial project setup * Added a validation for environment variables * Added support for feature flags to simplify the initial project setup * Add configuration service to test * Optimize data gathering and exchange rate calculation (#14) * Clean up changelog	4 years ago
Thomas	fed10c7110	Add license (#8 ) * Add license * Remove unnecessary style * Add license to package.json * Update url * Adapt offering to new license (#13) * Adapt offering to new license * Update changelog * Add license to about page * Adapt offering to new license	4 years ago
Thomas	c616312233	Initial commit	4 years ago

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619 Commits (3daf55a0dd644422c544d28220f11adaa0a06c9f)