Thomas Kaul
d046f1d498
Feature/upgrade nx to version 12.8.0 ( #331 )
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* Upgrade angular and Nx
* Update changelog
3 years ago
Thomas Kaul
ad96d6e53e
Feature/upgrade prisma from version 2.24.1 to 2.30.2 ( #325 )
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* Upgrade prisma
* Update changelog
3 years ago
Thomas Kaul
747e5b63fa
Feature/restructure allocations page including allocations by symbol ( #333 )
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* Restructure allocations page
* Update changelog
3 years ago
Ivo Valchev
b1187cf880
Add a new symbol allocation chart ( #326 )
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* Add a new symbol allocation chart
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
Thomas Kaul
ba9e6eab58
Feature/add link to transactions below holdings ( #329 )
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* Add link: Manage transactions
* Update changelog
3 years ago
Ivo Valchev
01feead017
Show decimal `transactionCount` and singular for 1 transaction ( #327 )
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* Show decimal `transactionCount` and singular for 1 transaction
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
Thomas Kaul
6a0cfb8f77
Release 1.44.0 ( #323 )
3 years ago
Thomas Kaul
6386786ac0
Bugfix/improve symbol lookup ( #322 )
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* Improve symbol lookup
* Update changelog
3 years ago
Thomas Kaul
d3be6577c8
Add feature: time-weighted rate of return (TWR) ( #321 )
3 years ago
Thomas Kaul
73a967a7e5
Feature/add cash as asset sub class ( #319 )
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* Add cash as asset sub class
* Update changelog
3 years ago
Thomas Kaul
836ff6ec13
Feature/upgrade svgmap to version 2.6.0 ( #318 )
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* Upgrade svgmap
* Update changelog
3 years ago
Thomas Kaul
c5bb3023d3
Bugfix/filter out positions without quantity ( #317 )
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* Filter out positions without any quantity
* Update changelog
3 years ago
Thomas Kaul
695c378b48
Release 1.43.0 ( #316 )
3 years ago
Thomas Kaul
fe975945d1
Feature/add fallback for loading currencies ( #315 )
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* Add fallback for loading currencies
* Update changelog
3 years ago
Thomas Kaul
d8782b0d4c
Feature/automate countries for stocks in symbol profile data ( #314 )
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* Automate countries for stocks in symbol profile data
* Update changelog
3 years ago
Thomas Kaul
e14f08a8fb
Release 1.42.0 ( #313 )
3 years ago
Thomas Kaul
72c065a59d
Feature/introduce asset sub class ( #312 )
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* Introduce asset sub class
* Update changelog
3 years ago
Thomas Kaul
98dac4052a
Feature/add subscription type to the admin user table ( #311 )
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* Add the subscription type to the user table in the admin control panel
* Update changelog
3 years ago
Thomas Kaul
2083d28d02
Feature/minor improvements in the page components ( #310 )
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* Move permissions to constructor
* Sort imports
3 years ago
Thomas Kaul
addd5c36d9
Release 1.41.0 ( #309 )
3 years ago
Thomas Kaul
aad8f77093
Feature/improve allocations by account ( #308 )
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* Improve allocations by account
* Eliminate accounts from PortfolioPosition
* Ignore cash assets in the allocation chart by sector, continent and country
* Add missing accounts to portfolio details
* Update changelog
3 years ago
Thomas Kaul
a904208d06
Feature/improve table styling ( #307 )
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* Improve table styling
* Update changelog
3 years ago
Thomas Kaul
2733b78044
Minor improvement ( #306 )
3 years ago
Thomas Kaul
b43b515df1
Feature/add link to system status page ( #305 )
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* Add link to system status page
* Update changelog
3 years ago
Thomas Kaul
70e14b4d3c
Feature/improve restricted view mode ( #304 )
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* Improve wording and padding
* Update changelog
3 years ago
Thomas Kaul
0f7d1b7d59
Release 1.40.0 ( #303 )
3 years ago
Thomas Kaul
c2ab6a6c44
Feature/improve portfolio details endpoint ( #302 )
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* Make details endpoint fault tolerant (do not throw error)
* Update changelog
3 years ago
Thomas Kaul
c71a4c078e
Bugfix/convert g bp to gbp in yahoo finance service ( #301 )
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* Fix currency inconsistency in the yahoo finance service (GBp to GBP)
* Update changelog
3 years ago
Thomas Kaul
e17b217032
Bugfix/fix issue on buy date in position detail dialog ( #297 )
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* Fix issue on buy date
* Update changelog
3 years ago
Thomas Kaul
408e08d43c
Bugfix/fix node engine version mismatch ( #299 )
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* Fix node engine version mismatch
* Update changelog
3 years ago
Thomas Kaul
2fa324702f
Release 1.39.0 ( #296 )
3 years ago
Thomas Kaul
05b0efef82
Feature/add restricted view ( #295 )
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* Add restricted view
* Update changelog
3 years ago
Thomas Kaul
7c91727eb1
Feature/restructure allocations page ( #294 )
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* Restructure allocations page
* Update changelog
3 years ago
Thomas Kaul
0ee2258af8
Feature/improve impersonation mode ( #293 )
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* Improve the impersonation mode
* Update changelog
3 years ago
Valentin Zickner
308b218487
introduce basic module structure for data provider ( #278 )
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* introduce basic module structure for data provider
* introduce DataGatheringModule
* introduce ExchangeRateDataModule
* introduce ImpersonationModule
* move RulesService
* cleanup portfolio module
* Sort imports
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
Thomas Kaul
26694adb8e
Release 1.38.0 ( #292 )
3 years ago
Thomas
77936e3bf3
Feature/improve users table ( #291 )
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* Improve users table
* Engagement / Day
* Registration
* Update changelog
3 years ago
Thomas
13090bf6b5
Feature/add overview menu item on mobile ( #290 )
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* Add overview menu item
* Update changelog
3 years ago
Thomas
b898c0678d
Feature/refactor exchange rate service ( #289 )
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* Refactor exchange rate service
* Update changelog
3 years ago
Thomas
3330ae70b6
Release 1.37.0 ( #288 )
3 years ago
Thomas
96a615dc5d
Bugfix/only allow supported currencies in symbol search ( #287 )
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* Only allow supported currencies in symbol search
* Update changelog
3 years ago
Thomas
98f44323da
Feature/improve usability of tabs on home page ( #283 )
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* Improve usability: lazy load endpoints on tab change
* Feature/improve portfolio summary (#285 )
* Update changelog
3 years ago
Thomas
8adacd9760
Feature/upgrade angular material css vars to version 2.1.2 ( #282 )
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* Upgrade angular-material-css-vars from version 2.1.0 to 2.1.2
* Update changelog
3 years ago
Thomas
908aba170d
Fix position chart for missing historical data ( #284 )
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* Fix position chart for missing historical data
* Update changelog
3 years ago
Thomas
d599797a65
Release 1.36.0 ( #281 )
3 years ago
Thomas
8ac1272a9d
Feature/eliminate name from scraper config ( #277 )
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* Eliminate name from scraper config
* Update changelog
3 years ago
Thomas
0a85a56c67
Respect cash balance in allocations, do not hide cryptocurrency holdings ( #280 )
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* Respect cash balance in allocations, do not hide cryptocurrency holdings
* Update changelog
3 years ago
Thomas
4ad5590838
Feature/improve data gathering ( #276 )
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* Improve data gathering
* Refactoring
* On server restart, only reset if hanging in LOCKED_DATA_GATHERING state
* Update changelog
3 years ago
Thomas
5b8af68e71
Release 1.35.0 ( #279 )
3 years ago
Thomas
80d043729d
Feature/replace type with asset class ( #274 )
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* Improved the asset classification
* Add assetClass to symbolProfile
* Remove type from position
* Update changelog
3 years ago