7e28e42995
Feature/exclude fees from holdings ( #3160 )
9 months ago
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
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* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
9 months ago
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
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* Fix total dividend calculation
* Update changelog
9 months ago
eb75be8535
Optimize details endpoint ( #3123 )
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* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
10 months ago
bc8d8309d4
Improve handling of future liabilities ( #3118 )
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* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
10 months ago
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
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* Integrate dividend into transaction point concept
* Update changelog
10 months ago
77358eed65
Feature/Include user role in admin endpoint ( #3107 )
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* Include user role in admin endpoint
10 months ago
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
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* Integrate (wealth) items into transaction point concept
* Update changelog
10 months ago
8a49a04324
Feature/improve usability of benchmarks in markets overview ( #3077 )
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* Improve icons, localize label
* Update changelog
10 months ago
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
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* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
10 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
10 months ago
48b412cfb8
Feature/harmonize setting of default locale ( #3032 )
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* Harmonize setting of default locale
* Update changelog
10 months ago
78b3328bf7
Add activities count ( #3005 )
10 months ago
e921ed7f52
Reorder imports ( #2988 )
11 months ago
ef9d77312e
Introduce renewal-early-bird ( #2982 )
11 months ago
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
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* Introduce setting to disable data gathering
* Update changelog
11 months ago
893e76f83f
Feature/provide data provider info in search ( #2958 )
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* Provide data provider info in search
* Update changelog
11 months ago
c9237146e2
Feature/add investment value to chart ( #2948 )
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* Add investment value to chart
* Update changelog
11 months ago
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
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* Add account selector to assistant
* Update changelog
11 months ago
3df8810412
Feature/Add support to grant private access with permissions ( #2870 )
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* Add support to grant private access with permissions
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
11 months ago
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
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* Format name
* Update changelog
11 months ago
4e9e3f7b6b
Feature/Add `wtd` and `mtd` as possible values for date range ( #2902 )
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* 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
11 months ago
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
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* Improve handling of derived currencies
* Update changelog
11 months ago
7b45a8b3fc
Introduce type ( #2885 )
11 months ago
005890d785
Improve extractNumberFromString() for international number formats ( #2843 )
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* 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 )
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* Add exchange rate effects to portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
12 months ago
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
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* Extend assistant by tag selector
* Update changelog
12 months ago
af71274ea9
Feature/remove account type enum ( #2832 )
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* Remove AccountType enum
* Update changelog
12 months ago
62f85293e2
#2820 Grant private access ( #2822 )
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* Grant private access
* Update changelog
12 months ago
e465f1b791
Feature/add support to edit currency of asset profile with data source manual ( #2789 )
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* Add support to edit currency
* Update changelog
12 months ago
34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` ( #2792 )
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* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
12 months ago
b183c45027
Time weighted portfolio performance calculation ( #2778 )
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* Implement time weighted portfolio performance calculation
* Update changelog
1 year ago
beb9e2c43f
Feature/modernize nx executors ( #2767 )
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* Modernize Nx executors
* @nx/eslint:lint
* @nx/webpack:webpack
* Update changelog
1 year ago
ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview ( #2740 )
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* Highlight all time high
* Update changelog
1 year ago
377ba75e4c
Add support to delete a cash balance ( #2707 )
1 year ago
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
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* Extend performance endpoint by net worth per day
* Update changelog
1 year ago
bdfba4d509
Upgrade to Nx 17.1 ( #2635 )
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* 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 )
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* Change Twitter to X
* Update changelog
1 year ago
aa72287d54
Extend benchmarks in the markets overview by 50-Day and 200-Day trends ( #2575 )
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* 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 )
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* Set up polski
* Update changelog
1 year ago
12aac101bd
Feature/extend system message ( #2628 )
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* Extend system message
* Update changelog
1 year ago
6284b4dfe8
Feature/improve localization of fear and greed index ( #2612 )
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* Improve localization
* Update changelog
1 year ago
e980aed9e7
Reorder functions ( #2594 )
1 year ago
5272407af8
Feature/extend personal finance tools pages 20231104 ( #2587 )
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* Introduce alias
* Add Rocket Money
* Add 8FIGURES
1 year ago
e69c7a753c
Feature/add edit exchange rate button to admin control ( #2577 )
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* Ad edit button
* Update changelog
1 year ago
96b5dcfaf8
Create reusable currency selector component using mat-autocomplete ( #2487 )
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* Create reusable currency selector component using mat-autocomplete
* Update changelog
1 year ago
4e7b7375a9
Feature/setup open figi ( #2526 )
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* Setup OpenFIGI
* Update changelog
1 year ago
30e561c06f
Feature/extend assistant with search for asset profile ( #2499 )
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* 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 )
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* 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
Thomas Kaul
Gerard Du Pre
Francisco Silva
Cédric Meuter
gizmodus
miles
Aldrin
Pavol Kolcun