7e28e42995
Feature/exclude fees from holdings ( #3160 )
8 months ago
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
...
* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
8 months ago
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
...
* Fix total dividend calculation
* Update changelog
8 months ago
eb75be8535
Optimize details endpoint ( #3123 )
...
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
8 months ago
bc8d8309d4
Improve handling of future liabilities ( #3118 )
...
* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
9 months ago
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
...
* Integrate dividend into transaction point concept
* Update changelog
9 months ago
77358eed65
Feature/Include user role in admin endpoint ( #3107 )
...
* Include user role in admin endpoint
9 months ago
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
...
* Integrate (wealth) items into transaction point concept
* Update changelog
9 months ago
8a49a04324
Feature/improve usability of benchmarks in markets overview ( #3077 )
...
* Improve icons, localize label
* Update changelog
9 months ago
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
...
* Move break down of performance to general availability
* Update changelog
9 months ago
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
...
* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
9 months ago
c002e37285
Feature/add missing default currency to prepare currencies function ( #3042 )
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* Add missing default currency
* Update changelog
9 months ago
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
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* Remove isDefault flag from Account database schema
* Update changelog
9 months ago
48b412cfb8
Feature/harmonize setting of default locale ( #3032 )
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* Harmonize setting of default locale
* Update changelog
9 months ago
b62488628c
Prettify markup ( #3029 )
9 months ago
e1371a8d2b
Clean up ( #3018 )
9 months ago
448cea0b69
Feature/improve usability of holdings table ( #3017 )
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* Improve usability
* Update changelog
9 months ago
2518a8fd9d
Feature/add accounts tab to position detail dialog ( #3012 )
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* Add accounts tab to position detail dialog
* Update changelog
9 months ago
78b3328bf7
Add activities count ( #3005 )
9 months ago
1fec49fbc2
Improve states ( #3000 )
9 months ago
d5d40c0ea1
Migrate to control flow ( #2991 )
...
* Migrate to control flow
9 months ago
446c7cb517
Remove closing tags of mat-* components ( #2989 )
9 months ago
e921ed7f52
Reorder imports ( #2988 )
9 months ago
ef9d77312e
Introduce renewal-early-bird ( #2982 )
9 months ago
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
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* Introduce setting to disable data gathering
* Update changelog
9 months ago
fcbf2f1645
Feature/remove lazy from name of activities table ( #2978 )
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* Remove lazy from name
* Update translations
9 months ago
9fe90273c7
Feature/move assistant to general availability ( #2977 )
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* Move assistant from experimental to general availability
* Update changelog
9 months ago
4078229fe6
Feature/add button to apply filters in assistant ( #2971 )
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* Add apply filters button
* Update changelog
9 months ago
893e76f83f
Feature/provide data provider info in search ( #2958 )
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* Provide data provider info in search
* Update changelog
10 months ago
06ba7a4b1b
Feature/extend assistant by asset class selector ( #2957 )
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* Remove tabs
* Add asset class selector
* Update changelog
10 months ago
c68d113d27
Feature/improve usability of account and tag selector of assistant ( #2955 )
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* Change radio button to select
* account
* tag
* Update changelog
10 months ago
d4afa03505
Bugfix/fix rendering issue with date range selector of assistant ( #2950 )
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* Improve click handling
* Improve locales
* Update changelog
10 months ago
c9237146e2
Feature/add investment value to chart ( #2948 )
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* Add investment value to chart
* Update changelog
10 months ago
8b10695353
Feature/only show used tags in tag selector of assistant ( #2943 )
...
* Only show used tags in tag selector
* Update changelog
10 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>
10 months ago
25deba16df
Feature/add reset filters button to assistant ( #2936 )
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* Add reset filters button
* Update changelog
10 months ago
0436cc6487
Migrate ngx-skeleton-loader components to self-closing tags ( #2935 )
10 months ago
857708dc4d
Migrate gf-* components to self-closing tags ( #2934 )
10 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
10 months ago
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
...
* Add account selector to assistant
* Update changelog
10 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>
10 months ago
2c068c412d
Feature/migrate tag selector to form group in assistant ( #2926 )
...
* Introduce filter form group
* Update changelog
10 months ago
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
...
* Format name
* Update changelog
10 months ago
a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
...
* Add date range selector including WTD and MTD to assistant
* Update changelog
10 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
10 months ago
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
...
* Improve handling of derived currencies
* Update changelog
10 months ago
7b45a8b3fc
Introduce type ( #2885 )
10 months ago
1b2d2a9860
Feature/Add holdings tab to account detail dialog ( #2853 ) ( #2864 )
...
* Feature/Add holdings tab to account detail dialog (#2853 )
* Update changelog
10 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
10 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>
10 months ago
Thomas Kaul
Gerard Du Pre
Arshad Jamal
Francisco Silva
Cédric Meuter
TobiasXy
gizmodus