841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
...
* Fix total dividend calculation
* Update changelog
9 months ago
eb75be8535
Optimize details endpoint ( #3123 )
...
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
9 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
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
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
...
* Remove isDefault flag from Account database schema
* Update changelog
9 months ago
48b412cfb8
Feature/harmonize setting of default locale ( #3032 )
...
* Harmonize setting of default locale
* Update changelog
9 months ago
78b3328bf7
Add activities count ( #3005 )
10 months ago
e921ed7f52
Reorder imports ( #2988 )
10 months ago
ef9d77312e
Introduce renewal-early-bird ( #2982 )
10 months ago
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
...
* Introduce setting to disable data gathering
* Update changelog
10 months ago
893e76f83f
Feature/provide data provider info in search ( #2958 )
...
* Provide data provider info in search
* Update changelog
10 months ago
c9237146e2
Feature/add investment value to chart ( #2948 )
...
* Add investment value to chart
* 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
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
...
* Format name
* 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 )
11 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
11 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>
11 months ago
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
...
* Extend assistant by tag selector
* Update changelog
11 months ago
af71274ea9
Feature/remove account type enum ( #2832 )
...
* Remove AccountType enum
* Update changelog
11 months ago
62f85293e2
#2820 Grant private access ( #2822 )
...
* Grant private access
* Update changelog
11 months ago
e465f1b791
Feature/add support to edit currency of asset profile with data source manual ( #2789 )
...
* Add support to edit currency
* Update changelog
11 months ago
34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` ( #2792 )
...
* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
11 months ago
b183c45027
Time weighted portfolio performance calculation ( #2778 )
...
* Implement time weighted portfolio performance calculation
* Update changelog
11 months ago
beb9e2c43f
Feature/modernize nx executors ( #2767 )
...
* Modernize Nx executors
* @nx/eslint:lint
* @nx/webpack:webpack
* Update changelog
11 months ago
ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview ( #2740 )
...
* Highlight all time high
* Update changelog
12 months ago
377ba75e4c
Add support to delete a cash balance ( #2707 )
1 year ago
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
...
* Extend performance endpoint by net worth per day
* Update changelog
1 year ago
bdfba4d509
Upgrade to Nx 17.1 ( #2635 )
...
* Upgrade to Nx 17
* Run migrations
* Extend instructions
* Update changelog
1 year ago
f28b13604a
Add as const ( #2677 )
1 year ago
1586cd3a59
Feature/change twitter to x ( #2654 )
...
* Change Twitter to X
* Update changelog
1 year 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>
1 year ago
1ffde2a27e
Feature/setup polish ( #2650 )
...
* Set up polski
* Update changelog
1 year ago
12aac101bd
Feature/extend system message ( #2628 )
...
* Extend system message
* Update changelog
1 year ago
6284b4dfe8
Feature/improve localization of fear and greed index ( #2612 )
...
* Improve localization
* Update changelog
1 year ago
e980aed9e7
Reorder functions ( #2594 )
1 year ago
5272407af8
Feature/extend personal finance tools pages 20231104 ( #2587 )
...
* Introduce alias
* Add Rocket Money
* Add 8FIGURES
1 year ago
e69c7a753c
Feature/add edit exchange rate button to admin control ( #2577 )
...
* Ad edit button
* Update changelog
1 year 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
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
6c66033eb4
Add date to markets overview by benchmarks ( #2436 )
...
* Add date
* 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
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
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
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
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
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
c25f532487
Improve product pages ( #2143 )
1 year ago
2d23c566f1
Feature/setup personal finance tools pages ( #2135 )
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
7931e6950d
Feature/add support for liabilities ( #1789 )
...
* Add support for liabilities
* Update changelog
1 year ago
d630fb900d
Feature/add investment streaks ( #2042 )
...
* Add investment streaks
* Current streak
* Longest streak
* Add unit to value component
* Update changelog
2 years ago
ae57a188f5
Feature/improve tab navigations ( #2031 )
...
* Improve tab navigations
* Update changelog
2 years ago
144b6b2211
Bugfix/handle undefined in decode data source ( #2013 )
...
* Handle undefined data source
* Update changelog
2 years ago
19333ab084
Fix warnings ( #2011 )
2 years ago
215f5eafa6
Feature/set asset profile as benchmark ( #2002 )
...
* Set asset profile as benchmark
* Update changelog
Co-authored-by: Arghya Ghosh <arghyag5@gmail.com>
2 years ago
86296b3591
Feature/improve local number formatting in value component ( #1992 )
...
* Improve local number formatting
* Update changelog
2 years ago
edd690850c
Feature/setup open startup page ( #1967 )
...
* Setup Open Startup page
* Update changelog
2 years ago
32c1e6b390
Feature/upgrade to nx 16.0 ( #1943 )
...
* Upgrade to Nx 16.0
* Update changelog
2 years ago
e1892d2870
Feature/platform management ( #1922 )
...
* Added platform management to admin control panel
* 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
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
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
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
3af8be89e3
Feature/improve usability of fire calculator ( #1779 )
...
* Improve usability
* Add debounce
* Persist annualInterestRate
* Partially disable date picker
* Update changelog
2 years ago
fce9e7fb0c
Feature/extend fire calculator by retirement date ( #1748 )
...
* Extend fire calculator by retirement date
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
cc6320acfd
Feature/simplify database seeding ( #1763 )
...
* Simplify database seeding
* Update documentation
* Update changelog
2 years ago
261a0fb0b9
Refactor AuthInterceptor ( #1764 )
...
* Refactor AuthInterceptor
* Refactor JwtStrategy
2 years ago
897e941e7a
Feature/add data provider info to position ( #1730 )
...
* Add data provider info
* Update changelog
2 years ago
75d140b436
Harmonize file name ( #1662 )
2 years ago
a79f31b006
Feature/add accounts import export ( #1635 )
...
* Add accounts to activities export
* Add logic for importing accounts
* Update changelog
2 years ago
45cfd61dbb
Feature/improve styling in admin control panel ( #1665 )
...
* Improve styling
* Update changelog
2 years ago
1b2f8e5586
Feature/extend analytics by country ( #1661 )
...
* Extend analytics by country
* Fix Upgrade Plan button of subscription interstitial
* Update changelog
2 years ago
f7597c213d
Feature/add dividend and fees to position detail dialog ( #1643 )
...
* Add dividend and fees to position detail dialog
* Update changelog
2 years ago
6aae0cc1e4
Bugfix/fix issue with value in value redaction interceptor ( #1627 )
...
* Fix issue with value in value redaction interceptor
* Fix format of world map
* Update changelog
2 years ago
5d8a50a80d
Feature/add interstitial for subscription ( #1637 )
...
* Add interstitial
* Improve pricing page
* Update changelog
2 years ago
271001f523
Feature/remove toggle on allocations page ( #1620 )
...
* Rename allocationCurrent, remove allocationInvestment
* Update changelog
2 years ago
7fa6eda45d
Feature/remove emergency fund as asset class ( #1615 )
...
* Remove emergency fund as asset class
* Update changelog
2 years ago
2beceb36cf
Overriding tooltip title for graphs where grouping is defined ( #1605 )
...
* Overriding tooltip title for graphs where grouping is defined
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
90a7a84ac5
Feature/add global heat map to landing page ( #1584 )
...
* Add global heat map
* Update changelog
2 years ago
a850e8ca22
Import dividend ( #1560 )
...
* Import dividend
* Update changelog
2 years ago
925d38703e
Feature/add group by year option on analysis page ( #1568 )
...
* Add group by year option
2 years ago
b17111e6f1
Feature/setup fr ( #1571 )
...
* Setup fr
* Update changelog
2 years ago
c4765e31cd
Feature/setup pt ( #1439 )
...
* Setup pt
* Update changelog
2 years ago
8818e09be8
Feature/add prefix to coupon codes ( #1562 )
...
* Add prefix
* Update changelog
2 years ago
b56111ae85
Feature/add dry run to import api endpoint ( #1526 )
...
* Add dry run to import API endpoint
* Update changelog
2 years ago
616d168a7c
Feature/add signup permission ( #1512 )
...
* Added support to disable user sign up in the admin control panel
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
e87b93f19c
Feature/add logo endpoint ( #1506 )
...
* Add logo endpoint
* Update changelog
2 years ago
49dcade964
Feature/add date of first activity to holdings ( #1505 )
...
* Add date of first activity
* Update changelog
2 years ago
7cd65eed39
Feature/improve asset profile details dialog ( #1504 )
...
* Improve asset profile details dialog
* Update changelog
2 years ago
3a78d6c3f1
Feature/add dividend timeline ( #1498 )
...
* Add dividend timeline
* Update changelog
Co-Authored-By: João Pereira <joao@jpereira.me>
2 years ago
b5b7af7741
Feature/improve asset profile management ( #1485 )
...
* Improve asset profile management (Add note, fix filter)
* Update changelog
2 years ago
3611684f17
Feature/extend asset profile details dialog ( #1469 )
...
* Extend asset profile details dialog
* Update changelog
2 years ago
31c949f9d2
Feature/upgrade nx to version 15.0.13 ( #1442 )
...
* Upgrade Nx to version 15.0.13
* Update changelog
2 years ago
901c997908
Add pagination to activities table ( #1404 )
...
* Add pagination to activities table
2 years ago
8fd1fbd44a
Feature/upgrade nx to version 15 ( #1375 )
...
* Upgrade to Nx 15
* Update changelog
2 years ago
0fb33ae71c
Feature/migrate angular.json to project.json ( #1374 )
...
* Migrate angular.json to project.json
* Update changelog
2 years ago
eac52a215b
Feature/refactor appearance to color scheme ( #1364 )
...
* Refactor appearance to colorScheme
* Update changelog
2 years ago
a65424aafa
Feature/add total amount chart to investment timeline ( #1344 )
...
* Add total amount chart
* Update changelog
2 years ago
538c8947cd
Feature/rename data source from rakuten to rapid api ( #1350 )
...
* Rename Rakuten to Rapid API
* Update changelog
2 years ago
a8e096f9ac
Feature/minor improvements for appearance selector ( #1345 )
...
* Improve appearance selector
* Update changelog
2 years ago
c896bf9199
Add appearance option in settings ( #1342 )
...
* Add appearance option in settings
2 years ago
8d3954304e
Feature/add statistics section to landing page ( #1306 )
...
* Add pulls on Docker Hub to statistics
* Add statistics to landing page
* Update changelog
2 years ago
e3916e1ba3
Feature/setup espanol ( #1293 )
...
* Setup Español
* Update changelog
2 years ago
3006c21b12
Add dutch translation ( #1291 )
...
* Add dutch translation
2 years ago
f01a3f893d
Exclude accounts ( #1289 )
...
* Exclude accounts
* Update changelog
2 years ago
7667af059c
Feature/combine performance and chart calculation ( #1285 )
...
* Combine performance and chart calculation endpoints
* Update changelog
2 years ago
862f670ccf
Feature/setup italiano ( #1276 )
...
* Setup italiano
* Update changelog
2 years ago
b1b5689242
Feature/improve performance of chart calculation ( #1271 )
...
* Improve performance chart calculation
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Improve chart tooltip of benchmark comparator
* Update changelog
Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
2 years ago
d4c3a9d1e8
Feature/add percentage visualization of the current filter ( #1268 )
...
* Add percentage visualization of the active filter
* Update changelog
2 years ago
e320aa91f7
Feature/simplify benchmark configuration ( #1248 )
...
* Simplify benchmark configuration
* Update changelog
2 years ago
4f8fe83a16
Feature/clean up user database schema ( #1242 )
...
* Clean up user database schema
* Update changelog
2 years ago
aece76d98f
Feature/add date range component to benchmark comparator ( #1240 )
...
* Add date range component
* Update changelog
2 years ago
fc4bb71184
Feature/migrate date range setting to user settings ( #1239 )
...
* Migrate date range to user settings
* Refactor currency and view mode in the user user settings
* Update changelog
2 years ago
Thomas Kaul
Gerard Du Pre
Francisco Silva
Cédric Meuter
gizmodus
miles
Aldrin
Pavol Kolcun
Kevin
Siddharth Singh
Frane Caleta
FabioAzevedo0619
Robbert Coeckelbergh
Yash Solanki
Martin Vandenbussche
gobdevel
Mitchell