5b588c2000
Bugfix/hide the current net performance ( #373 )
...
* Hide the current net performance
* Update changelog
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 )
...
* 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
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
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
63ee33b685
Use 'import type' to import types, eliminate webpack warnings ( #358 )
3 years ago
9ed82ac82b
Feature/improve labels of allocation chart by symbol ( #353 )
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* Improve labels
* Update changelog
3 years ago
9c9ca4ab1e
Add labels to allocation piecharts ( #337 )
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
bf8856ad19
Bugfix/fix search for cryptocurrencies ( #348 )
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* Fix the search for cryptocurrency symbols
* Update changelog
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
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
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
c5bb3023d3
Bugfix/filter out positions without quantity ( #317 )
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* Filter out positions without any quantity
* Update changelog
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
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
2083d28d02
Feature/minor improvements in the page components ( #310 )
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* Move permissions to constructor
* Sort imports
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
2733b78044
Minor improvement ( #306 )
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
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
05b0efef82
Feature/add restricted view ( #295 )
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* Add restricted view
* Update changelog
3 years ago
7c91727eb1
Feature/restructure allocations page ( #294 )
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* 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
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
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 )
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* Refactor exchange rate service
* Update changelog
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
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
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 )
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* 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
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
178166d86b
Extend investment chart by three months ( #273 )
3 years ago
37358fb480
Bugfix/add fallback if exchange service is not initialized ( #264 )
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* Add fallback and log error
* Update changelog
3 years ago
616d601cf6
Improve wording ( #275 )
3 years ago
e88b889fdd
Feature/optimize accounts table for mobile ( #271 )
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* 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
3589e72aea
Harmonize prisma service ( #266 )
3 years ago
e68aa1fa68
Clean up imports ( #267 )
3 years ago
bb76ace95d
Feature/improve support for draft transactions ( #265 )
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* Improve support for draft transactions
* Update changelog
3 years ago
f743c03e17
Feature/restructure page hierarchy ( #259 )
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* Introduce portfolio group, remove tools
* Extract allocations to separate page
* Update changelog
3 years ago
dfcf826b4f
implement support for buy-sell(-buy) scenario ( #262 )
...
Co-authored-by: Valentin Zickner <github@zickner.ch>
3 years ago
218efbb5bd
fix position diagram for sold items ( #261 )
...
* fix position diagram for sold items
* Add missing data to position from the past
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
ba3b4564cd
Bugfix/dashboard currencies ( #260 )
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* filter list of orders only for relevant orders
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
bf256ae50c
fix position currency conversion ( #256 )
...
Co-authored-by: Valentin Zickner <github@zickner.ch>
3 years ago
c4b6273886
Clean up viewport scroller ( #255 )
3 years ago
7f047362cc
Bugfix/fix division by zero in calculate overall gross performance ( #253 )
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* Fix error with division by zero
* Update changelog
3 years ago
94d2310217
Bugfix/fix spike of positions with differing currency of user ( #248 )
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* Convert market price back to currency of position
* Update changelog
3 years ago
b7d950f3f9
Bugfix/fix missing market state in positions ( #250 )
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* Fix missing market state in positions
* Update changelog
3 years ago
b7943889da
Feature/add screenshot ( #251 )
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* Add screenshot
* Update changelog
3 years ago
4bd41ffa41
Feature/eliminate name from timeline position ( #245 )
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* Eliminate name from timeline position: Get the name from the symbolProfileService instead
* Update changelog
3 years ago
423ceec317
Feature/remove symbol icon from dialog header ( #244 )
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* Remove symbol icon from dialog header
* Clean up code
3 years ago
5b4a1785ae
fix investment values for portfolio.service.ts ( #243 )
...
* fix investment values for portfolio.service.ts
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
823501f43e
Sort imports ( #242 )
3 years ago
331ac7ded2
remove unused method in portfolio.service.ts ( #240 )
...
Co-authored-by: Valentin Zickner <github@zickner.ch>
3 years ago
982ba7377a
remove legacy portfolio.ts
3 years ago
4bbd17a37a
fix tests
3 years ago
6a7def6c48
Clean up
3 years ago
ea219f0b88
Add guard
3 years ago
23b2e03923
refactor rule evaluation
3 years ago
04e6518226
move report generation to PortfolioService
3 years ago
72dbe00091
change rule service interface
3 years ago
9834c52739
refactor rule settings
3 years ago
c47578bd3e
Clean up
3 years ago
9e4a49d811
Remove fallback
3 years ago
a3a98c68a5
Fix missing currency conversion
3 years ago
21570cca19
Fix impersonation in performance endpoint
3 years ago
71a3115fc6
refactor get position endpoint
...
Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
de83dc7b84
create investment endpoint for analysis timeline
...
Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
4a0695613e
refactor PortfolioService#getOverview
...
Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
328d814922
remove getPerformance from portfolio.ts
...
Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
d23addb673
change getDetails to portfolio-calculator.ts
...
Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
fb15cebb64
Add test ( #237 )
...
* Add test
* fix calculation for overall gross performance percentage
Co-authored-by: Valentin Zickner <github@zickner.ch>
3 years ago
9c51a257ae
fix performance of combination of investments
3 years ago
f9b9dc32cb
Always show positions title
3 years ago
e7194ef3ce
Use new positions service
3 years ago
ec5523b459
Handle empty portfolio
3 years ago
Thomas Kaul
Valentin Zickner
Matthias Frey
Ivo Valchev
Valentin Zickner