Thomas Kaul
ee086638f3
Feature/add benchmarks preset to admin control panel ( #3513 )
...
* Add benchmarks preset
* Update changelog
9 months ago
Thomas Kaul
58d1abbd38
Feature/clean up imports ( #3514 )
...
* Clean up imports
9 months ago
Thomas Kaul
ba979cbae2
Bugfix/fix addition of manual asset without market data ( #3516 )
...
* Provide default value
* Update changelog
9 months ago
Thomas Kaul
8cda43bb63
Bugfix/persist intraday market data only if market state is open ( #3509 )
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* Persist INTRADAY data only if market state is open
* Update changelog
9 months ago
Eduardo Marinho
ff121243e4
Feature/extend asset profile for currency ( #3495 )
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* Extend asset profile for currency
* Update changelog
9 months ago
Thomas Kaul
a201fc7a97
Feature/upgrade stripe dependencies 20240617 ( #3499 )
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* Upgrade Stripe dependencies
* Update changelog
9 months ago
Thomas Kaul
519827045a
Feature/add dialog for benchmarks in markets overview ( #3493 )
...
* Add benchmarks dialog in markets overview
* Update changelog
9 months ago
Thomas Kaul
bf20a5de82
Feature/improve date validation in activity endpoints ( #3489 )
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* Improve date validation
* Update changelog
9 months ago
Eduardo Marinho
873fd53715
Feature/extend market data with currencies preset by activities count and date ( #3460 )
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* Extend market data with currencies preset by activities count and date
* Update changelog
9 months ago
Thomas Kaul
cc92592d86
Feature/refactor personal finance tools section ( #3478 )
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* Refactoring
9 months ago
Thomas Kaul
23e4d5454d
Feature/improve allocations by etf holding ( #3467 )
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* Improve allocations by ETF holding
* Update changelog
10 months ago
Thomas Kaul
8a9ae9bb33
Feature/allocations by etf holding ( #3464 )
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* Setup allocations by ETF holding
* Update changelog
10 months ago
Thomas Kaul
af65a99398
Feature/extend personal finance tools 20240604 ( #3457 )
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* Add Koyfin
* Add Navexa
* Add Stonksfolio
10 months ago
Eduardo Marinho
1a0cb561cd
Feature/add ability to close user account ( #3444 )
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* Add ability to close user account
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
Thomas Kaul
98a9523eee
Feature/extend personal finance tools ( #3448 )
10 months ago
Thomas Kaul
0e08d8830e
Handle reduce of empty array ( #3446 )
10 months ago
Thomas Kaul
c009f8c12f
Feature/add data provider info to asset profile details dialog ( #3434 )
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* Add data provider info to asset profile details dialog
* Update changelog
10 months ago
Thomas Kaul
b12ac1fe84
Feature/simplify module imports of api ( #3443 )
...
* Simplify module imports
10 months ago
Thomas Kaul
918d0b85d4
Feature/update passport dependencies ( #3433 )
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* Update passport dependencies
* Refactor Google strategy
* Update changelog
10 months ago
Thomas Kaul
e31b4c64cb
Feature/refactor holding detail dialog to standalone ( #3407 )
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* Refactor holding detail dialog to standalone
* Update changelog
10 months ago
Thomas Kaul
812ff5cbdc
Feature/refresh cryptocurrencies list 20240514 ( #3411 )
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* Refresh cryptocurrencies list
* Update changelog
10 months ago
Thomas Kaul
5ea3a187f4
Feature/upgrade body parser to version 1.20.2 ( #3406 )
...
* Upgrade body-parser to version 1.20.2
* Update changelog
10 months ago
Gerard Du Pre
8319b216bb
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>
10 months ago
Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
11 months ago
Thomas Kaul
9b5e350e3b
Feature/harmonize log message ( #3343 )
11 months ago
Thomas Kaul
f2cb671c7f
Feature/optimize get porfolio details endpoint ( #3366 )
...
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
11 months ago
Thomas Kaul
f3d961bc16
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
11 months ago
Thomas Kaul
77beaaba08
Refactoring portfolio service ( #3365 )
11 months ago
Thomas Kaul
0a53df4293
Feature/improve inactive user role ( #3360 )
...
* Improve inactive role
* Update changelog
11 months ago
Thomas Kaul
486de968a2
Bugfix/fix division by zero error in dividend yield calculation ( #3354 )
...
* Handle division by zero
* Update changelog
11 months ago
Thomas Kaul
a5833566a8
Feature/skip caching in portfolio calculator if active filters ( #3348 )
...
* Skip caching if active filters
* Update changelog
11 months ago
Thomas Kaul
4efd5cefd8
Bugfix/calculation of portfolio summary caused by future liabilities ( #3342 )
...
* Adapt date of future activities
* Update changelog
11 months ago
Thomas Kaul
e10707fde4
Add missing guard to fix public page ( #3339 )
11 months ago
Thomas Kaul
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
...
* Set up caching
* Update changelog
11 months ago
Thomas Kaul
cd07802400
Bugfix/fix historical market data gathering for asset profiles with manual data source ( #3336 )
...
* Fix historical market data gathering for asset profiles with MANUAL data source
* Update changelog
11 months ago
Thomas Kaul
b692b7432c
Feature/set up event system for portfolio changes ( #3333 )
...
* Set up event system for portfolio changes
* Update changelog
11 months ago
Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
...
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
11 months ago
Thomas Kaul
39bd4a349b
Feature/improve chart in account detail dialog ( #3314 )
...
* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
11 months ago
Thomas Kaul
1132dc9bdd
Feature/add unique constraint to account balance database schema ( #3315 )
...
* Add accountId and date as unique constraint to AccountBalance schema
* Update changelog
11 months ago
Thomas Kaul
b6ea7d23fa
Bugfix/add total value in base currency to redacted values ( #3313 )
...
* Add totalValueInBaseCurrency
* Update changelog
11 months ago
Thomas Kaul
551b83a6e3
Bugfix/fix gaps in portfolio performance charts ( #3311 )
...
* Fix gaps in charts
* Update changelog
11 months ago
Bastien Jeannelle
dfacbed66d
Feature/add support to create account cash balances ( #3260 )
...
* Add support to create account cash balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
11 months ago
Thomas Kaul
22d63c6102
Improve logging ( #3304 )
...
* Improve logging
11 months ago
Thomas Kaul
212aa6a63b
Feature/add date range support to portfolio holdings page ( #3303 )
...
* Add date range support
* Update changelog
11 months ago
Thomas Kaul
dba73d80a3
Improve logging ( #3300 )
11 months ago
Thomas Kaul
15857118fe
Feature/let data gathering queue jobs fail by throwing errors ( #3281 )
...
* Let data gathering queue jobs fail by throwing errors
* Update changelog
11 months ago
Thomas Kaul
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
...
* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
11 months ago
Thomas Kaul
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
...
* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
11 months ago
Thomas Kaul
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
...
* Adapt priorities of data gathering jobs
* Update changelog
11 months ago
Thomas Kaul
45340b581f
Bugfix/fix public page by including markets data ( #3263 )
...
* Include markets data
* Update changelog
11 months ago