Mitchell
3006c21b12
Add dutch translation ( #1291 )
...
* Add dutch translation
2 years ago
Thomas Kaul
f01a3f893d
Exclude accounts ( #1289 )
...
* Exclude accounts
* Update changelog
2 years ago
Thomas Kaul
7667af059c
Feature/combine performance and chart calculation ( #1285 )
...
* Combine performance and chart calculation endpoints
* Update changelog
2 years ago
Thomas Kaul
862f670ccf
Feature/setup italiano ( #1276 )
...
* Setup italiano
* Update changelog
2 years ago
Thomas Kaul
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
Thomas Kaul
d4c3a9d1e8
Feature/add percentage visualization of the current filter ( #1268 )
...
* Add percentage visualization of the active filter
* Update changelog
2 years ago
Thomas Kaul
263f6b32f2
Bugfix/fix performance chart calculation ( #1267 )
...
* Respect end date in 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>
2 years ago
Thomas Kaul
7d27cb3398
Bugfix/use base currency in exchange rate service instead of usd ( #1255 )
...
* Change from USD to base currency
* Update changelog
2 years ago
Thomas Kaul
91678028b5
Bugfix/fix missing assets during local development ( #1253 )
...
* Extend setup for development (missing assets)
* Update changelog
2 years ago
Thomas Kaul
5e3cac8ac9
Feature/sort benchmarks by name ( #1250 )
...
* Sort benchmarks by name
* Update changelog
2 years ago
Thomas Kaul
e320aa91f7
Feature/simplify benchmark configuration ( #1248 )
...
* Simplify benchmark configuration
* Update changelog
2 years ago
Thomas Kaul
0fcfa6c1bd
Bugfix/improve error handling in benchmark calculation ( #1246 )
...
* Improve error handling
* Update changelog
2 years ago
Thomas Kaul
4f8fe83a16
Feature/clean up user database schema ( #1242 )
...
* Clean up user database schema
* Update changelog
2 years ago
Thomas Kaul
980ad1028c
Feature/allow date range change for demo user ( #1243 )
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* Allow date range change
* Update changelog
2 years ago
Thomas Kaul
aece76d98f
Feature/add date range component to benchmark comparator ( #1240 )
...
* Add date range component
* Update changelog
2 years ago
Thomas Kaul
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
c4d83aabe7
Setup tests ( #1234 )
2 years ago
Thomas Kaul
3ad99c9991
Add data management ( #1230 )
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* Add data management for benchmarks
2 years ago
Thomas
75d61bff6d
Setup benchmark comparator
2 years ago
Thomas Kaul
3b2f13850c
Feature/improve chart calculation ( #1226 )
...
* Improve chart calculation
* Update changelog
2 years ago
Thomas Kaul
0cc42ffd7c
Add end date parameter ( #1224 )
...
* Add end date parameter
2 years ago
Thomas Kaul
0a8549db3e
Release 1.186.1 ( #1222 )
2 years ago
Thomas Kaul
b59af0d864
Feature/upgrade nx to version 14.6.4 ( #1220 )
...
* Upgrade nx and angular
* Update changelog
2 years ago
Thomas Kaul
408bdbd187
Bugfix/fix GitHub contributors count ( #1219 )
...
* Fix GitHub contributors count
* Update changelog
2 years ago
Thomas Kaul
a3bfa46fb0
Feature/remove alias from user ( #1218 )
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* Remove alias
* Update changelog
2 years ago
Thomas Kaul
8cb1b3f925
Feature/decrease rate limiter duration ( #1217 )
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* Decrease rate limiter duration
* Update changelog
2 years ago
Thomas Kaul
35963580bc
Bugfix/improve error handling in portfolio calculations ( #1215 )
...
* Improve error handling
* Update changelog
2 years ago
Thomas Kaul
cf2c5bad02
Bugfix/change environment variables redis host and port to mandatory ( #1211 )
...
* Change REDIS_HOST and REDIS_PORT to mandatory
* Update changelog
2 years ago
Thomas Kaul
7a9fd18407
Feature/improve markets overview ( #1206 )
...
* Improve markets overview
* Update changelog
2 years ago
Thomas Kaul
0e29278e96
Feature/add alias to access ( #1193 )
...
* Add alias to access
* Update changelog
2 years ago
Thomas Kaul
539d3ff754
Feature/add asset sub class filter ( #1188 )
...
* Add asset sub class filter
* Update changelog
2 years ago
Thomas Kaul
24abbd85e6
Feature/move asset profile details to dialog ( #1185 )
...
* Introduce asset profile dialog
* Update changelog
2 years ago
Thomas Kaul
56bf422407
Consider language from user settings ( #1179 )
2 years ago
Thomas Kaul
df0e9ad03b
Bugfix/fix division by zero in benchmarks calculation ( #1177 )
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* Fix division by zero error
* Update changelog
2 years ago
Thomas Kaul
52f0fb5ab8
Release 1.180.1 ( #1170 )
2 years ago
Thomas Kaul
7fa4e6ebd2
Feature/resolve feature graphic of blog post ( #1168 )
...
* Resolve feature graphic of blog post
* Update changelog
2 years ago
Thomas Kaul
70d670b711
Bugfix/fix license ( #1160 )
...
* Fix license
* Update changelog
2 years ago
Thomas Kaul
dc5052f7dc
Feature/set up language localization for german ( #1153 )
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* Set up language localization for German
* Update changelog
2 years ago
Thomas Kaul
108c0c13c4
Release 1.179.5 ( #1150 )
2 years ago
Thomas Kaul
e4e0a7d9f0
Release 1.179.1 ( #1144 )
2 years ago
Thomas Kaul
81245635af
Feature/setup i18n ( #1139 )
...
* Setup i18n
* Update changelog
2 years ago
Thomas Kaul
c5e6602102
Improve filter by asset class ( #1135 )
2 years ago
Thomas Kaul
dbc38e705e
Feature/add url to symbol profile overrides ( #1132 )
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* Add url to symbol profile overrides
* Improve filter by asset class
* Update changelog
2 years ago
Thomas Kaul
4ccabde251
Feature/simplify exchange rate service initialization ( #1128 )
...
* Simplify initialization
* Update changelog
2 years ago
Thomas Kaul
69bc1d67e1
Bugfix/fix database connection error handling ( #1125 )
...
* Fix database connection error handling
* Update changelog
2 years ago
Thomas Kaul
51431a7fb2
Feature/add ghostfolio as default to data sources ( #1122 )
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* Add GHOSTFOLIO
* Update changelog
2 years ago
Thomas Kaul
148f6f8762
Feature/refactor env variables access ( #1116 )
...
* Refactor env variables access
* Update changelog
2 years ago
Thomas Kaul
9f2a49a1c7
Feature/introduce max number of symbols per data provider request ( #1111 )
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* Introduce maximum number of symbols per request
* Set log level settings
* Update changelog
2 years ago
Thomas Kaul
81217b35ef
Feature/add comment to activity ( #1097 )
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* Add comment to activity
* Update changelog
2 years ago
Thomas Kaul
71c7e37b5a
Bugfix/fix currency inconsistency with usx ( #1094 )
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* Support USX
* Update changelog
2 years ago
Thomas Kaul
d887de50d2
Feature/setup internet identity ( #1080 )
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* Setup Internet Identity as social login provider
* Update changelog
2 years ago
Thomas Kaul
e444d717e5
Add tests for investments by month ( #1089 )
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* Fix investments by month
* Add tests for investments and investments by month
* Update changelog
2 years ago
Thomas Kaul
364f1ad9b9
Feature/add support for ust usd ( #1085 )
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* Add UST
* Update changelog
2 years ago
Thomas Kaul
2394cbd6fe
Feature/support tags in create and update order dto ( #1084 )
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* Support tags in create or update order
* Update changelog
2 years ago
Thomas Kaul
a74d5cce20
Feature/remove activities import limit for premium users ( #1082 )
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* Remove activities import limit for premium users
* Update changelog
2 years ago
Thomas Kaul
95bcc3f32d
Feature/remove alias from user interface ( #1083 )
...
* Remove alias from user interface
* Update changelog
2 years ago
Thomas Kaul
d10227bc39
Feature/add support for luna2 and songbird cryptocurrencies ( #1075 )
...
* Add LUNA2 and SGB1
* Update changelog
2 years ago
Thomas Kaul
4e214c32e8
Feature/update cryptocurrencies.json 20220714 ( #1074 )
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* Update cryptocurrencies.json
* Update changelog
2 years ago
Thomas Kaul
2388c494df
Feature/handle currency pair inconsistency in yahoo finance service ( #1069 )
...
* Handle occasional currency pair inconsistency: GBP=X instead of USDGBP=X
* Update changelog
2 years ago
Thomas Kaul
0e0592180f
Add current month ( #1067 )
2 years ago
Thomas Kaul
60e2aff488
Extend investment timeline by month ( #1066 )
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* Extend investment timeline grouped by month
* Update changelog
2 years ago
Thomas Kaul
30835ced88
Bugfix/fix holdings for basic users ( #1064 )
...
* Fix holdings for basic users
* Update changelog
2 years ago
Thomas Kaul
2060fcaf0b
Feature/add markets to public pages ( #1062 )
...
* Add Markets to public pages
* Update changelog
2 years ago
Thomas Kaul
c0f19d56ec
Feature/add account detail dialog ( #1047 )
...
* Add account detail dialog
* Update changelog
2 years ago
Thomas Kaul
f7bf6e652b
Feature/add icon and name to positions table ( #1040 )
...
* Add icon and name
* Update changelog
2 years ago
Thomas Kaul
eb059a024a
Feature/delete data in data gathering by symbol ( #1039 )
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* Delete market data
* Update changelog
2 years ago
Thomas Kaul
1ff736537c
Feature/add positions table to public page ( #1037 )
...
* Add positions table
* Update changelog
2 years ago
Thomas Kaul
1610150427
Bugfix/fix currency conversion of ila to ils ( #1026 )
...
* Fix currency conversion: ILA to ILS
* Update changelog
2 years ago
Thomas Kaul
cff8acd7b1
Clean up ( #1022 )
2 years ago
Thomas Kaul
aba562cb35
Bugfix/fix error handling for missing market prices ( #1023 )
...
* Add fallback for missing market price
* Update changelog
2 years ago
Thomas Kaul
002b883668
Feature/upgrade to angular 14 ( #1019 )
...
* Upgrade to angular 14
* Migrate UntypedFormControl to FormControl
* Update changelog
2 years ago
Thomas Kaul
2dfd779444
Bugfix/fix no data provider has been found in search ( #1017 )
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* Fix default value of DATA_SOURCES
* Update changelog
2 years ago
Thomas Kaul
3332ade3d3
Feature/filter public endpoint by equity asset class ( #1014 )
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* Filter by ASSET_CLASS: EQUITY
* Update changelog
2 years ago
Thomas Kaul
8d2e110e3d
Feature/change default host ( #1013 )
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* Change default host to 0.0.0.0
* Update changelog
2 years ago
Thomas Kaul
58eeff7001
Feature/expose the environment variable host ( #1007 )
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* Expose environment variable: HOST
* Update changelog
2 years ago
Thomas Kaul
557e3a0676
Feature/migrate historical market data gathering to queue design pattern ( #991 )
...
* Migrate historical market data gathering to queue
* Filter and delete jobs
* Detect duplicate jobs
* Update changelog
2 years ago
Thomas Kaul
2abe399ebd
Bugfix/force reload accounts of user after change ( #994 )
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* Force reload of accounts after change
* Update changelog
2 years ago
Thomas Kaul
4cb9a3b142
Feature/refresh cryptocurrencies list ( #998 )
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* Use cryptocurrencies list instead of outdated npm package
* Update changelog
2 years ago
Thomas Kaul
e63578d8ce
Feature/add guards to local comparison ( #986 )
...
* Add guards
* Improve labels
2 years ago
Thomas Kaul
7cf0cdc4ce
Feature/add jobs of queue to admin control panel ( #987 )
...
* Add jobs of queue to admin control panel
* Update changelog
2 years ago
Thomas Kaul
f1e06347d3
Feature/add data source eod historical data ( #974 )
...
* Add EOD Historical Data as a data source
* Update changelog
3 years ago
Thomas Kaul
697e92f818
Feature/finalize exposing redis password env variable ( #975 )
...
* Add hints
* Update changelog
3 years ago
willyp713
b678998801
Feature/add-redis-password ( #947 )
...
* Expose REDIS_PASSWORD
3 years ago
Thomas Kaul
bbe30218bd
Feature/remove dependency round to ( #972 )
...
* Remove round-to dependency
* Update changelog
3 years ago
Thomas Kaul
e79be9f2d6
Feature/do not tweet on weekend ( #961 )
...
* Do not tweet on the weekend
* Update changelog
3 years ago
Thomas Kaul
69088b93a6
Feature/add value redaction as interceptor ( #960 )
...
* Add value redaction as interceptor
* Update changelog
3 years ago
Thomas Kaul
c3768a882d
Feature/add benchmarks to twitter bot service ( #959 )
...
* Extend benchmarks with market condition and adapt twitter bot service
* Update changelog
3 years ago
Thomas Kaul
2c4c16ec99
Feature/extend markets overview by benchmarks ( #953 )
...
* Add benchmarks to markets overview
* Update changelog
3 years ago
Thomas Kaul
332203b9e2
Feature/add support to set the base currency via env variable ( #948 )
...
* Set base currency via environment variable
* Update changelog
3 years ago
Thomas Kaul
f48832c671
Bugfix/add missing conversion of countries ( #941 )
...
* Add missing conversion of countries for SymbolProfileOverrides
* Update changelog
3 years ago
Thomas Kaul
af0863d193
Bugfix/fix currency conversion in accounts ( #937 )
...
* Fix currency conversion in accounts
* Update changelog
3 years ago
Thomas Kaul
f5819cc399
Bugfix/fix countries in symbol profile overrides ( #936 )
...
* Fix countries
* Update changelog
3 years ago
Thomas Kaul
977c5a9544
Feature/skip data enhancement if data is inaccurate ( #935 )
...
* Skip data enhancer if data is inaccurate
* Update changelog
3 years ago
Thomas Kaul
5cb6e5dec6
Feature/support filtering by asset class on the allocations page ( #926 )
...
* Support filtering by asset class
* Update changelog
3 years ago
Thomas Kaul
160335302a
Feature/group filters by type ( #922 )
...
* Add groups to activities filter component
* Update changelog
3 years ago
Thomas Kaul
5391b88c42
Feature/add report data glitch button ( #920 )
...
* Add report data glitch button
* Update changelog
3 years ago
Thomas Kaul
c1d460cead
Improve filtering ( #901 )
3 years ago
Thomas Kaul
dfa67b275c
Feature/improve filtering on allocations page ( #900 )
...
* Include cash positions on allocations page (with no filtering)
* Update changelog
3 years ago
Thomas Kaul
ea3a9d3b79
Feature/eliminate circular dependencies in common library ( #896 )
...
* Eliminate circular dependencies
* Update changelog
3 years ago
Thomas Kaul
34cbdd7c2a
Upgrade angular, Nx and storybook ( #888 )
...
* Upgrade angular, Nx and storybook
* Update changelog
3 years ago
Thomas Kaul
57314d62ee
Feature/improve allocations page with no filter ( #887 )
...
* Improve accounts for no filters
* Update changelog
3 years ago
Thomas Kaul
40380346e6
Feature/setup bull queue system ( #886 )
...
* Setup @nestjs/bull and asset profile data gathering job
* Update changelog
3 years ago
Thomas Kaul
16dd8f7652
Feature/refactor filters with interface ( #883 )
...
* Refactor filtering with an interface
* Filter by accounts
* Update changelog
3 years ago
Thomas Kaul
01103f3db4
Feature/add asset and asset sub class to wealth items form ( #880 )
...
* Add asset and asset sub class
* Update changelog
3 years ago
Thomas Kaul
751256f158
Feature/add support for real estate and precious metal ( #878 )
...
* Add support for real estate and precious metal
* Update changelog
3 years ago
Thomas Kaul
04044f8720
Support futures ( #845 )
...
* Support futures
* Upgrade yahoo-finance2 to version 2.3.2
* Update changelog
3 years ago
Thomas Kaul
da27504aa1
Add orderBy statement to make debugging easier ( #868 )
3 years ago
Thomas Kaul
b7bbc029ac
Feature/render tags in dialogs ( #864 )
...
* Render tags
* Update changelog
3 years ago
Thomas Kaul
c61a415fb2
Bugfix/change date to utc in data gathering service ( #867 )
...
* Change date to UTC
* Update changelog
3 years ago
Thomas Kaul
bad9d17c44
Setup allocations page and endpoint ( #859 )
...
* Setup tagging system
* Update changelog
3 years ago
Thomas Kaul
ea89ca5734
Feature/simplify ids in database schema ( #861 )
...
* Simplify ids in database schema
* Access
* Order
* Subscription
* Update changelog
3 years ago
Thomas Kaul
1b03ddc586
Feature/add symbol profile overrides model ( #851 )
...
* Add symbol profile overrides model
* Update changelog
3 years ago
Thomas Kaul
20358d9105
Feature/persist savings rate ( #849 )
...
* Persist savings rate
* Update changelog
3 years ago
Thomas Kaul
90efc2ac51
Feature/beautify etf names in asset profile ( #842 )
...
* Beautify ETF names
* Update changelog
3 years ago
Thomas Kaul
82ede2fe32
Bugfix/fix fear and greed data source ( #840 )
...
* Fix data source of Fear & Greed Index
* Update changelog
3 years ago
Thomas Kaul
ec2ecab751
Clean up name ( #834 )
3 years ago
Thomas Kaul
ba7c98d325
Add test case for BUY and SELL (partially) ( #826 )
...
* Add test case for BUY and SELL (partially)
* Fix investment calculation for sell activities
* Do not show total value if sell activity
* Update changelog
3 years ago
Thomas Kaul
65e062ad26
Simplify search ( #828 )
...
* Simplify search
* Update changelog
3 years ago
Thomas Kaul
8526b5a027
Feature/export draft activities as ics ( #830 )
...
* Export draft activities as ICS
* Update changelog
3 years ago
Thomas Kaul
d5ba624403
Feature/add support for terra ( #820 )
...
* Add Terra (LUNA1-USD)
* Update changelog
3 years ago
Thomas Kaul
9b49ed77f7
Feature/add support for thor chain ( #819 )
...
* Add THORChain (RUNE-USD)
* Update changelog
3 years ago
Thomas Kaul
67f2b326f3
Switch to new calculation engine ( #814 )
...
* Switch to new calculation engine
* Clean up old portfolio calculation engine (#815 )
* Rename new portfolio calculation engine (#816 )
* Update changelog
3 years ago
Thomas Kaul
957200854c
Feature/improve empty state of proportion chart ( #811 )
...
* Improve empty state
* Update changelog
3 years ago
Thomas Kaul
2a854e2574
Various improvements ( #807 )
3 years ago
Thomas Kaul
204c7360c3
Feature/prepare for localized date format ( #803 )
...
* Support localized date and number format
* Update changelog
3 years ago
Thomas Kaul
fa41e25c8f
Release/1.131.1 ( #804 )
...
* Add API version
* Update changelog
3 years ago
Thomas Kaul
ebbdd47fa2
Exclude google login callback endpoint from versioning ( #793 )
3 years ago
Thomas Kaul
65f6bcb166
Feature/harmonize algebraic sign of gross and net performance percent ( #776 )
...
* Harmonize algebraic sign
* Update changelog
3 years ago
Thomas Kaul
1214127ec0
Feature/rename orders to activities in import and export ( #786 )
...
* Rename orders to activities
* Update changelog
3 years ago
Thomas Kaul
6762572658
Feature/setup api versioning ( #783 )
...
* Setup API versioning
* Update changelog
3 years ago
Thomas Kaul
14773bf1aa
Bugfix/fix duplicate currency conversion in account calculations ( #771 )
...
* Fix currency conversion (duplicate)
* Update changelog
3 years ago
Thomas Kaul
b4848be914
Feature/add developed vs emerging markets calculation ( #767 )
...
* Add allocations by market
* Update changelog
3 years ago
Thomas Kaul
86a1589834
Release/1.128.0 ( #763 )
3 years ago
gizmodus
9f67993c03
Feature/fix issue with recent transactions ( #750 )
...
* Fix percentage performance issue with recent transactions
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
Thomas Kaul
32fb3551dc
Feature/add default market price to scraper configuration ( #762 )
...
* Add default market price to scraper configuration
* Update changelog
3 years ago
Thomas Kaul
eb0444603b
Bugfix/fix user currency of public page ( #761 )
...
* Fix user currency
* Update changelog
3 years ago
Thomas Kaul
402d73a12c
Bugfix/fix get quotes for multiple ghostfolio symbols ( #758 )
...
* Support multiple symbols in getQuotes()
* Update changelog
3 years ago
Thomas Kaul
4826a51199
Feature/improve handling of scraper configuration ( #757 )
...
* Improve handling of missing scraper configuration
* Update changelog
3 years ago
Thomas Kaul
122ba9046f
Add type ( #751 )
...
* Add type
* Refactor import to import type
3 years ago
Thomas Kaul
7b6893b5ed
Feature/add support for emergency fund ( #749 )
...
* Add support for emergency fund
* Update changelog
3 years ago
Thomas Kaul
e4908b51aa
Feature/add context to logger ( #745 )
...
* Add contexts
* Update changelog
3 years ago
Thomas Kaul
99655604d9
Feature/add support for coupon duration ( #743 )
...
* Add support for coupon duration
* Update changelog
3 years ago
Thomas Kaul
c216ab1d76
Eliminate data source from order model ( #730 )
...
* Eliminate currency, data source and symbol from order model
* Remove prefix for symbols with data source GHOSTFOLIO
* Update changelog
3 years ago
Thomas Kaul
86acbf06f4
Feature/add data provider errors to api response ( #738 )
...
* Add data provider error details
* Update changelog
3 years ago
Thomas Kaul
3de7d3f60e
Bugfix/improve account calculations ( #737 )
...
* Improve account calculations
* Update changelog
3 years ago
Thomas Kaul
5bb20f6d5f
Bugfix/fix undefined currencies after creating an activity ( #731 )
...
* Fix issue with undefined currencies after creating an activity
* Update changelog
3 years ago
Thomas Kaul
b3e58d182a
Feature/add support for click in portfolio proportion chart ( #729 )
...
* Add support for click
* Update changelog
3 years ago
Thomas Kaul
93d6746739
Refactoring ( #727 )
3 years ago
Thomas Kaul
c02bcd9bd8
Feature/migrate to yahoo finance2 ( #722 )
...
* Migrate to yahoo-finance2
* Add support for mutual funds
* Add url to symbol profile
* Clean up
3 years ago
Thomas Kaul
745ba978a3
Bugfix/fix zen mode ( #723 )
...
* Fix Zen mode
* Update changelog
3 years ago