de94494aa0
Bugfix/fix symbol conversion for yahoo finance ( #405 )
...
* Fix symbol conversion for Yahoo Finance
* Update changelog
3 years ago
d3c6788ad5
Release 1.58.0 ( #404 )
3 years ago
3ec4a73b35
Feature/improve tooltips ( #403 )
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* Improve tooltips
* Update changelog
3 years ago
1050bfa098
Feature/improve yahoo finance symbol conversion ( #402 )
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* Improve symbol conversion
* Update changelog
3 years ago
595ec1d7b4
Feature/upgrade envalid to version 7.2.1 ( #401 )
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* Upgrade envalid
* Update changelog
3 years ago
c8389599b6
Release 1.57.0 ( #400 )
3 years ago
fe2bd6eea8
Feature/protect endpoints ( #396 )
...
* Protect endpoints
* Update changelog
3 years ago
035052be99
Feature/improve exchange rates table ( #394 )
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* Improve exchange rates table
* Update changelog
3 years ago
bcdd2780b3
Release 1.56.0 ( #393 )
3 years ago
39d9828f9f
Feature/respect account currency in exchange rate data service ( #391 )
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* Respect the accounts' currencies
* Update changelog
3 years ago
6333aa972d
Bugfix/fix data gathering after seed ( #390 )
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* Fix data gathering after seed
* Update changelog
3 years ago
dcee651098
Feature/support unlimited currencies ( #387 )
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* Support unlimited currencies
* Update changelog
3 years ago
508a48f4c3
Feature/hide actions in presenter view ( #380 )
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* Hide actions if restricted view is active
* Update changelog
3 years ago
8466e3d73f
Feature/always show adapted portfolio page ( #388 )
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* Always show adapted portfolio page
* Update changelog
3 years ago
9ae9904389
Feature/add story for line chart component ( #385 )
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* Add story for line chart component
* Update changelog
3 years ago
af022ae316
Feature/add story for portfolio proportion chart component ( #384 )
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* Add story
* Use new component
* Update changelog
3 years ago
5cd6edaf3a
Release 1.55.0 ( #383 )
3 years ago
98be8745d9
Bugfix/fix create or edit transaction dialog ( #382 )
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* Fix create or edit transaction dialog
* Update changelog
3 years ago
861dff9210
Feature/upgrade storybook dependencies ( #381 )
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* Upgrade storybook dependencies
3 years ago
f2364eed10
Feature/remove default value of data source ( #379 )
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* Remove default value of dataSource
* Update changelog
3 years ago
d5392de7c9
Release 1.54.0 ( #378 )
3 years ago
0f72673ef4
Feature/respect data source in symbol data endpoint ( #370 )
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* Respect data source in symbol data endpoint
* Respect data source in the data provider service
* Combine symbol with data source in get() of data provider service
* Improve search functionality for multiple data sources
* Update changelog
3 years ago
641fe4e8f4
Bugfix/net performance in positions endpoint ( #377 )
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* Nullify net performance
* Update changelog
3 years ago
18e06bb6e6
Feature/hide sign if performance is zero ( #376 )
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* Hide sign if performance is zero
* Update changelog
3 years ago
5b588c2000
Bugfix/hide the current net performance ( #373 )
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* Hide the current net performance
* Update changelog
3 years ago
162d19fa44
Release 1.53.0 ( #369 )
3 years ago
4a815d2031
Feature/change data gathering selection ( #368 )
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* Change data gathering selection from distinct orders to symbol profiles
* Update changelog
3 years ago
d2aeeb3e88
optimize annual performance calculation ( #367 )
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* Optimize annual performance calculation
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
ba926ffcf2
Release 1.52.0 ( #366 )
3 years ago
5ea455b98b
Feature/upgrade simplewebauthn dependencies to version 4.1.0 ( #365 )
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* Upgrade @simplewebauthn dependencies to version 4.1.0
* @simplewebauthn/browser
* @simplewebauthn/server
* Update changelog
3 years ago
39f315aba0
Feature/add annualized performance ( #364 )
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* Add annualized performance
* Update changelog
3 years ago
df2dfc20a1
Feature/add slack channel ( #363 )
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* Add Slack channel
* Update changelog
3 years ago
5d4156ecec
Feature/refactor position detail dialog ( #355 )
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* Add name to portfolio position endpoint
* Update changelog
3 years ago
4693a8baa2
Release 1.50.0 ( #361 )
3 years ago
773444b1e2
Bugfix/fix home button overlap on ios ( #360 )
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* Fix overlap
* Update changelog
3 years ago
3c46bde8d5
Bugfix/fix fear and greed index ( #359 )
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* Fix fear and greed index
* Refactor fear and greed index symbol
* GF.FEAR_AND_GREED_INDEX -> _GF_FEAR_AND_GREED_INDEX
* Update changelog
3 years ago
caa9fc3efa
Release 1.49.0 ( #354 )
3 years ago
9ed82ac82b
Feature/improve labels of allocation chart by symbol ( #353 )
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* Improve labels
* Update changelog
3 years ago
b0b0942162
Release 1.48.0 ( #352 )
...
* Nullify netPerformance
* Introduce precision
* Update changelog
3 years ago
9cbf789c22
Bugfix/fix values in position detail dialog ( #351 )
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* Nullify netPerformance
* Introduce precision
* Update changelog
3 years ago
ee5ab05d8a
Release 1.47.1 ( #350 )
3 years ago
20731c67cb
Release 1.47.0 ( #349 )
3 years ago
bf8856ad19
Bugfix/fix search for cryptocurrencies ( #348 )
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* Fix the search for cryptocurrency symbols
* Update changelog
3 years ago
a31d79821d
Release 1.46.0 ( #347 )
3 years ago
48ab862bb6
net performance for current positions ( #330 )
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* implement fees for transaction points #324
* add net performance to current positions #324
* add net performance to calculate timeline #324
* make timeline fee accumulated by default #324
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
ba234a470e
Feature/add storybook story for trend indicator component ( #346 )
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* Add storybook story for trend indicator component
* Update changelog
3 years ago
ccae660104
Feature/add storybook story for no transactions info component ( #345 )
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* Add storybook story for no transactions info component
* Update changelog
3 years ago
21ed91d184
Feature/add storybook story for logo component ( #344 )
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* Add storybook story for logo component
* Update changelog
3 years ago
5fd413e57e
Feature/setup storybook ( #332 )
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* Setup ui library with storybook
* Add value component with story
* Update changelog
3 years ago
4c194c938a
Feature/add contributors count to statistics ( #342 )
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* Add contributors count to statistics
* Update changelog
3 years ago
a4d049e53d
Release 1.45.0 ( #340 )
3 years ago
d046f1d498
Feature/upgrade nx to version 12.8.0 ( #331 )
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* Upgrade angular and Nx
* Update changelog
3 years ago
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
747e5b63fa
Feature/restructure allocations page including allocations by symbol ( #333 )
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* Restructure allocations page
* Update changelog
3 years ago
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
ba9e6eab58
Feature/add link to transactions below holdings ( #329 )
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* Add link: Manage transactions
* Update changelog
3 years ago
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
6a0cfb8f77
Release 1.44.0 ( #323 )
3 years ago
6386786ac0
Bugfix/improve symbol lookup ( #322 )
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* Improve symbol lookup
* Update changelog
3 years ago
73a967a7e5
Feature/add cash as asset sub class ( #319 )
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* Add cash as asset sub class
* Update changelog
3 years ago
836ff6ec13
Feature/upgrade svgmap to version 2.6.0 ( #318 )
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* Upgrade svgmap
* Update changelog
3 years ago
c5bb3023d3
Bugfix/filter out positions without quantity ( #317 )
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* Filter out positions without any quantity
* Update changelog
3 years ago
695c378b48
Release 1.43.0 ( #316 )
3 years ago
fe975945d1
Feature/add fallback for loading currencies ( #315 )
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* Add fallback for loading currencies
* Update changelog
3 years ago
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
e14f08a8fb
Release 1.42.0 ( #313 )
3 years ago
72c065a59d
Feature/introduce asset sub class ( #312 )
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* Introduce asset sub class
* Update changelog
3 years ago
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
addd5c36d9
Release 1.41.0 ( #309 )
3 years ago
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
a904208d06
Feature/improve table styling ( #307 )
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* Improve table styling
* Update changelog
3 years ago
b43b515df1
Feature/add link to system status page ( #305 )
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* Add link to system status page
* Update changelog
3 years ago
70e14b4d3c
Feature/improve restricted view mode ( #304 )
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* Improve wording and padding
* Update changelog
3 years ago
0f7d1b7d59
Release 1.40.0 ( #303 )
3 years ago
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
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
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
408e08d43c
Bugfix/fix node engine version mismatch ( #299 )
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* Fix node engine version mismatch
* Update changelog
3 years ago
2fa324702f
Release 1.39.0 ( #296 )
3 years ago
05b0efef82
Feature/add restricted view ( #295 )
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* Add restricted view
* Update changelog
3 years ago
7c91727eb1
Feature/restructure allocations page ( #294 )
...
* Restructure allocations page
* Update changelog
3 years ago
0ee2258af8
Feature/improve impersonation mode ( #293 )
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* Improve the impersonation mode
* Update changelog
3 years ago
26694adb8e
Release 1.38.0 ( #292 )
3 years ago
77936e3bf3
Feature/improve users table ( #291 )
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* Improve users table
* Engagement / Day
* Registration
* Update changelog
3 years ago
13090bf6b5
Feature/add overview menu item on mobile ( #290 )
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* Add overview menu item
* Update changelog
3 years ago
b898c0678d
Feature/refactor exchange rate service ( #289 )
...
* Refactor exchange rate service
* Update changelog
3 years ago
3330ae70b6
Release 1.37.0 ( #288 )
3 years ago
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
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
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
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
d599797a65
Release 1.36.0 ( #281 )
3 years ago
8ac1272a9d
Feature/eliminate name from scraper config ( #277 )
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* Eliminate name from scraper config
* Update changelog
3 years ago
0a85a56c67
Respect cash balance in allocations, do not hide cryptocurrency holdings ( #280 )
...
* Respect cash balance in allocations, do not hide cryptocurrency holdings
* Update changelog
3 years ago
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
5b8af68e71
Release 1.35.0 ( #279 )
3 years ago
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
37358fb480
Bugfix/add fallback if exchange service is not initialized ( #264 )
...
* Add fallback and log error
* Update changelog
3 years ago
e88b889fdd
Feature/optimize accounts table for mobile ( #271 )
...
* Optimize accounts table
* Update changelog
3 years ago
f6cdc4ff47
Feature/disable pagination of tabs ( #272 )
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* Disable pagination
* Update changelog
3 years ago
Thomas Kaul
Valentin Zickner
Ivo Valchev