893e76f83f
Feature/provide data provider info in search ( #2958 )
...
* Provide data provider info in search
* Update changelog
9 months ago
06ba7a4b1b
Feature/extend assistant by asset class selector ( #2957 )
...
* Remove tabs
* Add asset class selector
* Update changelog
9 months ago
c68d113d27
Feature/improve usability of account and tag selector of assistant ( #2955 )
...
* Change radio button to select
* account
* tag
* Update changelog
9 months ago
d4afa03505
Bugfix/fix rendering issue with date range selector of assistant ( #2950 )
...
* Improve click handling
* Improve locales
* Update changelog
9 months ago
c9237146e2
Feature/add investment value to chart ( #2948 )
...
* Add investment value to chart
* Update changelog
9 months ago
8b10695353
Feature/only show used tags in tag selector of assistant ( #2943 )
...
* Only show used tags in tag selector
* Update changelog
9 months ago
e82dcc8ace
Feature/fix export in lazy-loaded activities table ( #2939 )
...
* Fix export in lazy-loaded activities table
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
9 months ago
25deba16df
Feature/add reset filters button to assistant ( #2936 )
...
* Add reset filters button
* Update changelog
9 months ago
0436cc6487
Migrate ngx-skeleton-loader components to self-closing tags ( #2935 )
9 months ago
857708dc4d
Migrate gf-* components to self-closing tags ( #2934 )
9 months ago
1ca4f885b0
Feature/migrate holdings page to work with filters of assistant ( #2932 )
...
* Migrate portfolio holdings to work with filters of assistant
* Update changelog
9 months ago
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
...
* Add account selector to assistant
* Update changelog
9 months ago
3df8810412
Feature/Add support to grant private access with permissions ( #2870 )
...
* Add support to grant private access with permissions
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
9 months ago
2c068c412d
Feature/migrate tag selector to form group in assistant ( #2926 )
...
* Introduce filter form group
* Update changelog
9 months ago
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
...
* Format name
* Update changelog
9 months ago
a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
...
* Add date range selector including WTD and MTD to assistant
* Update changelog
9 months ago
4e9e3f7b6b
Feature/Add `wtd` and `mtd` as possible values for date range ( #2902 )
...
* Add `wtd` and `mtd` as possible values for date range
'wtd': week-to-date (from the start of the week)
'mtd': month-to-date (from the start of the month)
* Update changelog
9 months ago
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
...
* Improve handling of derived currencies
* Update changelog
9 months ago
7b45a8b3fc
Introduce type ( #2885 )
9 months ago
1b2d2a9860
Feature/Add holdings tab to account detail dialog ( #2853 ) ( #2864 )
...
* Feature/Add holdings tab to account detail dialog (#2853 )
* Update changelog
9 months ago
005890d785
Improve extractNumberFromString() for international number formats ( #2843 )
...
* Set up test
* Add support for international formatted numbers
* Expose locale in scraper configuration
* Update changelog
9 months ago
be801b481e
Feature/Add exchange rate effects to portfolio calculation ( #2834 )
...
* Add exchange rate effects to portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
9 months ago
fcfe7b1787
Clean up ( #2844 )
10 months ago
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
...
* Extend assistant by tag selector
* Update changelog
10 months ago
ac0f6f40cf
Remove closing tags ( #2816 )
10 months ago
af71274ea9
Feature/remove account type enum ( #2832 )
...
* Remove AccountType enum
* Update changelog
10 months ago
62f85293e2
#2820 Grant private access ( #2822 )
...
* Grant private access
* Update changelog
10 months ago
0d93612d16
Feature/improve style of assistant ( #2828 )
...
* Minor style improvements
* Update changelog
10 months ago
4c30e9459d
Feature/extend assistant by date range selector ( #2815 )
...
* Extend assistant by date range selector
* Update changelog
10 months ago
e465f1b791
Feature/add support to edit currency of asset profile with data source manual ( #2789 )
...
* Add support to edit currency
* Update changelog
10 months ago
34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` ( #2792 )
...
* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
10 months ago
b183c45027
Time weighted portfolio performance calculation ( #2778 )
...
* Implement time weighted portfolio performance calculation
* Update changelog
10 months ago
beb9e2c43f
Feature/modernize nx executors ( #2767 )
...
* Modernize Nx executors
* @nx/eslint:lint
* @nx/webpack:webpack
* Update changelog
10 months ago
c1446f8559
Feature/set select column to sticky in lazy loaded activities table ( #2755 )
...
* Set select column to sticky
* Update changelog
10 months ago
4547c5da1d
Feature/add lazy loaded activities table to position detail dialog ( #2753 )
...
* Add lazy-loaded activities table
* Update changelog
10 months ago
492bc5e17b
Feature/improve font weight in value component ( #2747 )
...
* Improve font weight
* Update changelog
10 months ago
6c37737051
Bugfix/fix loading state of lazy loaded activities table component ( #2744 )
...
* Fix loading state
* Update changelog
10 months ago
b22edff16b
Feature/add support for column sorting to lazy loaded activities table ( #2738 )
...
* Add support for column sorting
* Update changelog
11 months ago
ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview ( #2740 )
...
* Highlight all time high
* Update changelog
11 months ago
51a0ede3e4
Feature/introduce lazy loaded activities table ( #2729 )
...
* Introduce lazy-loaded activities table
* Add icon column
* Emit paginator event
* Add pagination logic
* Integrate total items
* Update changelog
11 months ago
4f9a5f0340
Feature/set actions columns of tables to stick at end ( #2726 )
...
* Set up stickyEnd in actions columns
* Update changelog
11 months ago
377ba75e4c
Add support to delete a cash balance ( #2707 )
11 months ago
ed4dd79c72
Add cash balances table to account detail dialog ( #2549 )
...
* Add cash balances table to account detail dialog
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
11 months ago
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
...
* Extend performance endpoint by net worth per day
* Update changelog
11 months ago
bdfba4d509
Upgrade to Nx 17.1 ( #2635 )
...
* Upgrade to Nx 17
* Run migrations
* Extend instructions
* Update changelog
11 months ago
f28b13604a
Add as const ( #2677 )
11 months ago
1586cd3a59
Feature/change twitter to x ( #2654 )
...
* Change Twitter to X
* Update changelog
11 months ago
aa72287d54
Extend benchmarks in the markets overview by 50-Day and 200-Day trends ( #2575 )
...
* Extend benchmarks in the markets overview by 50-Day and 200-Day trends
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
11 months ago
1ffde2a27e
Feature/setup polish ( #2650 )
...
* Set up polski
* Update changelog
11 months ago
5dc538bafb
Feature/optimize testimonial carousel style on mobile ( #2634 )
...
* Optimize style on mobile
* Update changelog
12 months ago
12aac101bd
Feature/extend system message ( #2628 )
...
* Extend system message
* Update changelog
12 months ago
6284b4dfe8
Feature/improve localization of fear and greed index ( #2612 )
...
* Improve localization
* Update changelog
12 months ago
e980aed9e7
Reorder functions ( #2594 )
12 months ago
5272407af8
Feature/extend personal finance tools pages 20231104 ( #2587 )
...
* Introduce alias
* Add Rocket Money
* Add 8FIGURES
12 months ago
e69c7a753c
Feature/add edit exchange rate button to admin control ( #2577 )
...
* Ad edit button
* Update changelog
12 months ago
cf7ce64de7
Bugfix/improve alignment of menu item icons ( #2566 )
...
* Improve alignment
* Update changelog
12 months ago
96b5dcfaf8
Create reusable currency selector component using mat-autocomplete ( #2487 )
...
* Create reusable currency selector component using mat-autocomplete
* Update changelog
1 year ago
4e7b7375a9
Feature/setup open figi ( #2526 )
...
* Setup OpenFIGI
* Update changelog
1 year ago
6a19eab425
Feature/improve membership card ( #2517 )
...
* Improve style
* Add animated border
1 year ago
f66edf8de0
Add membership card component ( #2507 )
...
* Add membership card component
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
30e561c06f
Feature/extend assistant with search for asset profile ( #2499 )
...
* Extend assistant with search for asset profile
* Extend search results by currency, symbol and asset sub class
* Update changelog
1 year ago
7ae49eb839
Add endpoint for account balances ( #2484 )
...
* Add endpoint for account balances
* Update changelog
---------
Co-authored-by: Pavol Kolcun <pavol.kolcun@student.tuke.sk>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
5db984ffef
Add date column to benchmark component ( #2466 )
...
* Add date column to benchmark component
1 year ago
6c66033eb4
Add date to markets overview by benchmarks ( #2436 )
...
* Add date
* Update changelog
1 year ago
e9ef911548
Feature/improve search results display in assistant ( #2458 )
...
* Only show search results if search is active
* Update changelog
1 year ago
550e646079
Feature/introduce assistant ( #2451 )
...
* Introduce assistant
* Update changelog
1 year ago
37ff7acf04
Change platform control from select to autocomplete in account dialog ( #2429 )
...
* Change platform control from select to autocomplete in account dialog
* Update changelog
1 year ago
8236091477
Feature/add support for search query in portfolio position endpoint ( #2443 )
...
* Introduce search query filter
* Update changelog
1 year ago
46614a7c24
Create carousel component for testimonials ( #2394 )
...
* Create carousel component for testimonials
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
d9a6c22e1e
Add application version to admin endpoint ( #2423 )
...
* Add application version to admin endpoint
* Update changelog
1 year ago
5b7409d08e
Feature/add tag management in admin control panel ( #2389 )
...
* Add tag management
* Update locales
* Update changelog
1 year ago
703a96f4db
Add guard ( #2377 )
1 year ago
42c0560422
Feature/translate activity type ( #2376 )
...
* Introduce ActivityTypeComponent with localized label
* Update changelog
1 year ago
eb63802d01
Feature/extend supported date formats in activities import ( #2362 )
...
* Extend supported date formats in activities import
* Update changelog
1 year ago
6d9191a46f
Feature/setup turkish ( #2300 )
...
* Setup Turkish
* Add Turkish translations
* Update changelog
---------
Co-authored-by: sadmimye <134071831+sadmimye@users.noreply.github.com>
1 year ago
6744245d8b
Feature/extend personal finance tools pages 20230922 ( #2369 )
...
* Extend pages
* Refactoring
1 year ago
b12349a148
Feature/add support for interest on account level ( #2354 )
...
* Add support for interest
* Update changelog
1 year ago
ef2849aa6c
Remove this ( #2341 )
1 year ago
7130ac7565
Feature/add support for fees on account level ( #1954 )
...
* Add migration
* Add business logic for fees
* Fix export for liabilities
* Update changelog
1 year ago
ab691bb27a
Feature/remove account type from user interface ( #2335 )
...
* Remove account type from user interface and set it optional
* Update changelog
1 year ago
8fc5676443
Feature/improve timeout of data source requests ( #2330 )
...
* Improve timeout
* Update changelog
1 year ago
0b59fc639d
Feature/upgrade prettier to version 3 ( #2163 )
...
* Upgrade prettier to version 3.0.2
* Prettify code
* Update changelog
1 year ago
2df27100f0
Add middleware ( #2239 )
...
* Add middleware
* Update changelog
1 year ago
6cf6538719
Feature/add currencies preset to historical market data table ( #2243 )
...
* Add currencies preset
* Update locales
* Update changelog
1 year ago
0fd3db3228
Bugfix/fix cash position rows in holdings table ( #2237 )
...
* Fix cash position rows
* Update changelog
1 year ago
9036f53e7d
Reset benchmark in user settings ( #2233 )
1 year ago
4f6d9d3a76
Feature/add timeout to eod historical data requests ( #2222 )
...
* Add timeout to requests using got
* Update changelog
1 year ago
42274917e0
Release 1.297.4 ( #2209 )
1 year ago
43d0b55004
Feature/upgrade to angular 16 ( #2156 )
...
* Upgrade Angular, NestJS and Nx
* Replace executor to @nx/angular:webpack-browser and @nx/angular:webpack-dev-server
* Add target for copying assets
* Improve redirection of home page
* Update changelog
1 year ago
286e41eb21
Feature/optimize import validation by reducing to unique asset profiles ( #2198 )
...
* Optimize activities validation
* Optimize data gathering in import
* Update changelog
1 year ago
d4fea075af
Feature/include unavailable data in allocations by market chart ( #2190 )
...
* Include unavailable data in allocations by market chart
* Update changelog
1 year ago
cef7fa79de
Fix total account value calculation for liabilities ( #2184 )
...
* Fix calculation
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
5fe07cb85f
Bugfix/fix value in holdings table ( #2182 )
...
* Fix missing value
* Update changelog
1 year ago
622bb8b0cf
Feature/add allocations by market chart ( #2171 )
...
* Add allocations by (advanced) market
* Fix public page
* Update changelog
1 year ago
cd67ce82fa
Feature/rename queries to presets in market data table of admin control ( #2165 )
...
* Rename queries to presets
* Update changelog
1 year ago
bdf72164b1
Feature/break down emergency fund by cash and assets ( #2159 )
...
* Break down emergency fund in cash and assets
* Update changelog
1 year ago
455a2d2e92
Refactor value to valueInBaseCurrency ( #2160 )
1 year ago
68a9a7f6f9
Feature/add queries to market data table in admin control ( #2153 )
...
* Add queries
* ETF_WITHOUT_COUNTRIES
* ETF_WITHOUT_SECTORS
* Update changelog
1 year ago
30f1a3514a
Feature/add hints to activity types in create or edit activity dialog ( #2150 )
...
* Add hints
* Update changelog
1 year ago
c25f532487
Improve product pages ( #2143 )
1 year ago
c434b730a8
Feature/hide average buy price in position detail chart if no holding ( #2133 )
...
* Hide the average buy price if no holding
* Update changelog
1 year ago
2d23c566f1
Feature/setup personal finance tools pages ( #2135 )
1 year ago
ba220eaee9
Bugfix/fix sorting by currency in activities table ( #2122 )
...
* Fix sorting by currency
* Update changelog
1 year ago
0d421e7181
Bugfix/fix adding 'Item' and 'Liability' activities ( #2119 )
...
* Fix adding activities of type item and liability
* Update changelog
1 year ago
e62da06c5c
Feature/extend scraper configuration support ( #2110 )
...
* Extend scraper configuration support
* Update changelog
1 year ago
0a465f125d
Feature/add pagination to market data table in admin control panel ( #2108 )
...
* Add pagination
* Update changelog
1 year ago
6a802a62a0
Add ability to search for indices and fix gf-symbol-autocomplete validation ( #2094 )
...
* Bugfix/Fix gf-symbol-autocomplete validation
* Feature/Add ability to search for indices
* Update changelog
1 year ago
58d9816f01
Feature/extend symbol search component by asset sub classes ( #2087 )
...
* Add asset sub classes
* Update changelog
1 year ago
a9526430c2
Improve column headers in holdings table for mobile ( #2071 )
...
* Improve column headers in holdings table for mobile
* Update changelog
1 year ago
fce3b2084e
Feature/extract symbol search to component ( #2003 ) ( #2056 )
...
* Extract symbol search to component (#2003 )
* Update changelog
1 year ago
06dfb91f82
Release 1.280.1 ( #2069 )
1 year ago
7931e6950d
Feature/add support for liabilities ( #1789 )
...
* Add support for liabilities
* Update changelog
1 year ago
04eb452e04
Add missing guards ( #2067 )
1 year ago
6077bfa754
Feature/change direction of ellipsis icon to horizontal in tables ( #2055 )
...
* Change direction of ellipsis icon to horizontal
* Update changelog
1 year ago
a53461d257
Feature/migrate currency to unit in value component ( #2043 )
...
* Migrate currency to unit
* Update locales
1 year ago
d630fb900d
Feature/add investment streaks ( #2042 )
...
* Add investment streaks
* Current streak
* Longest streak
* Add unit to value component
* Update changelog
1 year ago
ae57a188f5
Feature/improve tab navigations ( #2031 )
...
* Improve tab navigations
* Update changelog
1 year ago
206b6567fd
Feature/improve activities import dialog ( #2016 )
...
* Improve activities import dialog
* Update changelog
1 year ago
144b6b2211
Bugfix/handle undefined in decode data source ( #2013 )
...
* Handle undefined data source
* Update changelog
1 year ago
19333ab084
Fix warnings ( #2011 )
1 year ago
b3baeb8a5d
Feature/support case insensitive names in portfolio proportion chart ( #2004 )
...
* Sum up case insensitive names
* Update changelog
1 year ago
215f5eafa6
Feature/set asset profile as benchmark ( #2002 )
...
* Set asset profile as benchmark
* Update changelog
Co-authored-by: Arghya Ghosh <arghyag5@gmail.com>
1 year ago
86296b3591
Feature/improve local number formatting in value component ( #1992 )
...
* Improve local number formatting
* Update changelog
1 year ago
4d700e3b83
Feature/add error message if importing duplicates ( #1984 )
...
* Add error messages if import include duplicates
* Update changelog
1 year ago
19e6df4fb2
Fix exception ( #1979 )
1 year ago
7fc3fff431
Bugfix/fix storybook setup ( #1976 )
...
* Fix Storybook setup
* Update changelog
1 year ago
edd690850c
Feature/setup open startup page ( #1967 )
...
* Setup Open Startup page
* Update changelog
1 year ago
9c30139b86
FIX #1951 : select checkbox state fix for duplicates ( #1958 )
...
* FIX #1951 : select checkbox state fix for duplicates
* Update changelog
1 year ago
7d6a74a67d
Feature/improve check for duplicates in import #1932 ( #1940 )
...
* Improve check for duplicates in import
* Update changelog
1 year ago
32c1e6b390
Feature/upgrade to nx 16.0 ( #1943 )
...
* Upgrade to Nx 16.0
* Update changelog
1 year ago
e1892d2870
Feature/platform management ( #1922 )
...
* Added platform management to admin control panel
* Update changelog
1 year ago
e3c9316486
Feature/improve tooltip of portfolio proportion chart ( #1919 )
...
* Hide title
* Update changelog
2 years ago
15c96a9757
Feature/add allocations by platform chart ( #1915 )
...
* Add allocations by platform
* Update changelog
2 years ago
1ca3792a4b
Feature/clean up initial values from x ray ( #1914 )
...
* Clean up initial (original) values from X-Ray
* Refactor current to valueInBaseCurrency
* Update changelog
2 years ago
f4c748f67a
Feature/extend support for impersonation mode ( #1898 )
...
* Support impersonation of all users for local development
* Update changelog
2 years ago
67e758365f
feature: allow to delete all activities of a user ( #1880 )
...
* Allow to delete all activities of a user
* Update changelog
2 years ago
3daf55a0dd
Bugfix/remove sort header in comment column of activities table ( #1883 )
...
* Remove sort header
* Update changelog
2 years ago
aafedd5f75
Feature/increase robustness if live data is missing ( #1884 )
...
* Continuously persist today's market data
* Add fallback to historical market data if data provider does not provide live data
* Update changelog
2 years ago
32956ae04c
Fix: performance column header alignment ( #1881 )
...
* Fix: performance column header alignment
* Update changelog
2 years ago
5eff8402db
Release/1.258.0 ( #1878 )
...
* Release 1.258.0
* Introduce data source mapping
* Update changelog
2 years ago
654446f068
Feature/improve handling of jobs ( #1864 )
...
* Improve handling of jobs
* Remove jobs on complete
* Refactor jobs removal
* Update changelog
2 years ago
1b7b082003
Feature/migrate various components to angular material 15 ( #1836 )
...
* Migrate components to Angular Material 15
* Update changelog
2 years ago
52e7a7886d
Feature/migrate libs components to angular material 15 ( #1833 )
...
* Migrate to Angular Material 15
* Update changelog
2 years ago
36298b217e
Feature/improve tick abbreviation function ( #1828 )
...
* Keep the value if value smaller than 1000
* Update changelog
2 years ago
9bce57894e
Feature/increase historical market data gathering to 10 years ( #1830 )
...
* Increase historical market data gathering of currency pairs to 10+ years
* Update changelog
2 years ago
a5f833c612
Feature/upgrade angular and nx 20230405 ( #1826 )
...
* Upgrade angular and Nx
* Update changelog
2 years ago
864f585efa
Release/1.250.0 ( #1821 )
2 years ago
6d56146054
Feature/add support for multiple subscription offers ( #1818 )
...
* Setup for multiple subscription offers
* Update changelog
2 years ago
1f3511368a
Feature/always show label in value component ( #1812 )
...
* Always show label while loading
* Update changelog
2 years ago
b37df2c84f
Bugfix/fix algebraic sign in value component ( #1811 )
...
* Fix algebraic sign by resetting member variables
* Update changelog
2 years ago
Thomas Kaul
Arshad Jamal
Francisco Silva
Cédric Meuter
TobiasXy
gizmodus
miles
Sanjeev Sharma
Aldrin
Basim Mohammed
Pavol Kolcun
Kevin
Subhajit Ghosh
Siddharth Singh
Frane Caleta
Hugo Persson
Arghya Ghosh
Visrut
FabioAzevedo0619