Thomas Kaul
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757ff527d0
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Feature/extend personal finance tools 20240803 (#3634)
* Add Capitalyse
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3 months ago |
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Thomas Kaul
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41f5801b5e
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Feature/refactor unique asset type to asset profile identifier (#3636)
* Refactoring
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3 months ago |
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Thomas Kaul
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02db0db733
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Feature/persist view mode of holdings tab on home page (#3624)
* Persist view mode of holdings in user settings
* Update changelog
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3 months ago |
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Thomas Kaul
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fcc2ab1a48
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Feature/change color assignment by annualized performance in treemap chart (#3617)
* Change color assignment to annualized performance
* Update changelog
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4 months ago |
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Thomas Kaul
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e228b4925c
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Feature/update notes of personal finance tools (#3611)
* Update notes
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4 months ago |
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Thomas Kaul
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43fca7ff43
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Feature/improve personal finance tools product page (#3599)
* Localize origin
* Localize regions
* Localize tags
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4 months ago |
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Thomas Kaul
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faa6af5694
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Feature/improve handling of numerical precision in value component (#3595)
* Improve handling of numerical precision in value component
* Update changelog
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4 months ago |
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Thomas Kaul
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3f6319e00b
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Feature/setup catala (#3593)
* Set up Català
* Update changelog
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4 months ago |
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Thomas Kaul
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ba78c2783d
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Feature/improve numerical precision in holding detail dialog (#3584)
* Improve numerical precision in holding detail dialog
* Update changelog
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4 months ago |
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Thomas Kaul
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da5be3fb57
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Feature/reuse open-color in portfolio proportion chart component (#3562)
* Reuse open-color
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4 months ago |
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Thomas Kaul
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43afb16808
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Feature/introduce isUsedByUsersWithSubscription flag (#3573)
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4 months ago |
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Thomas Kaul
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9d6214e93a
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Bugfix/fix fees calculation in portfolio summary (#3567)
* Fix fees calculation
* Update changelog
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4 months ago |
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Thomas Kaul
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6eb9d9d973
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Feature/extend personal finance tools 20240713 (#3565)
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4 months ago |
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Thomas Kaul
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9ecc3176a5
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Feature/improve treemap chart for holdings (#3563)
* Various improvements
* Introduce permission: accessHoldingsChart
* Improve style of toggle
* Add border radius
* Update changelog
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4 months ago |
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Thomas Kaul
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4063c62a17
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Feature/setup treemap chart for holdings (#3560)
* Setup treemap chart
* Update changelog
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4 months ago |
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Thomas Kaul
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4d3dff3e5b
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Feature/extend personal finance tools 20240629 (#3528)
* Add Anlage.App
* Add Portfoloo
* Add SharesMaster
* Add Merlin
* Add Holistic
* Add AlphaTrackr
* Add Segmio
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5 months ago |
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Thomas Kaul
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ee086638f3
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Feature/add benchmarks preset to admin control panel (#3513)
* Add benchmarks preset
* Update changelog
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5 months ago |
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Thomas Kaul
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c4499df74c
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Feature/add wealthy tracker (#3510)
* Add Wealthy Tracker
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5 months ago |
Eduardo Marinho
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ff121243e4
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Feature/extend asset profile for currency (#3495)
* Extend asset profile for currency
* Update changelog
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5 months ago |
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Thomas Kaul
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0780ee4adb
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Feature/improve language localization for de 20240620 (#3504)
* Update translations
* Update changelog
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5 months ago |
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Thomas Kaul
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6c2acf2aa6
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Feature/set up ssl for local development (#3482)
* Set up SSL for local development
* Update changelog
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5 months ago |
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Thomas Kaul
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519827045a
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Feature/add dialog for benchmarks in markets overview (#3493)
* Add benchmarks dialog in markets overview
* Update changelog
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5 months ago |
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Thomas Kaul
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bf20a5de82
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Feature/improve date validation in activity endpoints (#3489)
* Improve date validation
* Update changelog
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5 months ago |
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Eduardo Marinho
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873fd53715
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Feature/extend market data with currencies preset by activities count and date (#3460)
* Extend market data with currencies preset by activities count and date
* Update changelog
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5 months ago |
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Thomas Kaul
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cc92592d86
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Feature/refactor personal finance tools section (#3478)
* Refactoring
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5 months ago |
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Thomas Kaul
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f5e6f7dcfe
|
Bugfix/fix initialization of fire calculator (#3470)
* Fix initialization
* Update changelog
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5 months ago |
|
Thomas Kaul
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87501e094d
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Feature/improve allocations by ETF holding for mobile (#3469)
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5 months ago |
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Thomas Kaul
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23e4d5454d
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Feature/improve allocations by etf holding (#3467)
* Improve allocations by ETF holding
* Update changelog
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5 months ago |
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Thomas Kaul
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8a9ae9bb33
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Feature/allocations by etf holding (#3464)
* Setup allocations by ETF holding
* Update changelog
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5 months ago |
|
Thomas Kaul
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6d941500cd
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Bugfix/fix default locale in value component (#3454)
* Fix default locale
* Update changelog
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5 months ago |
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Eduardo Marinho
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1a0cb561cd
|
Feature/add ability to close user account (#3444)
* Add ability to close user account
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
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5 months ago |
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Thomas Kaul
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c009f8c12f
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Feature/add data provider info to asset profile details dialog (#3434)
* Add data provider info to asset profile details dialog
* Update changelog
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6 months ago |
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Eduardo Marinho
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60ef46accf
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Bugfix/fix state handling of currency selector component (#2795) (#3429)
* Fix state handling of currency selector component
* Update changelog
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6 months ago |
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Thomas Kaul
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b12ac1fe84
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Feature/simplify module imports of api (#3443)
* Simplify module imports
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6 months ago |
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Thomas Kaul
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4355c96ab6
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Bugfix/fix initial annual interest rate in fire calculator (#3437)
* Fix initial annual interest rate
* Update changelog
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6 months ago |
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Thomas Kaul
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5d49ff7a4a
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Feature/improve usability of date range selector in assistant (#3409)
* Improve usability of date range selector
* Update changelog
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6 months ago |
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Thomas Kaul
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e31b4c64cb
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Feature/refactor holding detail dialog to standalone (#3407)
* Refactor holding detail dialog to standalone
* Update changelog
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6 months ago |
Fedron
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5616bc4956
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Feature/validate account balance creation/update using DTO (#3400)
* Validate create account balance using DTO
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6 months ago |
Gerard Du Pre
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8319b216bb
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Feature/support delete activities with filtering (#3394)
* Support delete activities with filtering
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
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6 months ago |
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Thomas Kaul
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72e75208df
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Bugfix/fix position detail dialog close functionality (#3396)
* Handle holding detail dialog open functionality in a single place (AppComponent)
* Update changelog
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6 months ago |
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Thomas Kaul
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61f0da35bc
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Feature/disable delete all activities if filters are active (#3389)
* Disable delete all activities button if filters are active
* Update changelog
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6 months ago |
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Thomas Kaul
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66bdb374e8
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Feature/set icon columns of tables to stick at beginning (#3377)
* Set icon columns to stick at the beginning
* Update changelog
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6 months ago |
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Thomas Kaul
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4ad4fa2b30
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Feature/clean up deprecated GET api/portfolio/positions endpoint (#3373)
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6 months ago |
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Thomas Kaul
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1fd836194f
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Feature/add absolute change column to holdings table (#3378)
* Add absolute change column
* Update changelog
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6 months ago |
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Thomas Kaul
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2090db1199
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Feature/increase number of attempts of queue jobs (#3376)
* Increase number of attempts
* Update changelog
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6 months ago |
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Thomas Kaul
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f2cb671c7f
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Feature/optimize get porfolio details endpoint (#3366)
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
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6 months ago |
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Thomas Kaul
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c1ad483f33
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Improve alignment (#3370)
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6 months ago |
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Thomas Kaul
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f3d961bc16
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Feature/move holdings table to holdings tab of home page (#3368)
* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
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6 months ago |
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Thomas Kaul
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42b70ef568
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Feature/improve performance labels in position detail dialog (#3363)
* Improve performance labels (with and without currency effects)
* Update changelog
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6 months ago |
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Thomas Kaul
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4416ba0c88
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Feature/set performance column of holdings table to stick at end (#3353)
* Set up stickyEnd in performance column
* Update changelog
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7 months ago |
