ghostfolio

Commit Graph

Author	SHA1	Message	Date
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
Thomas Kaul	fed771525e	Feature/extend market data in admin panel (#716 ) * Extend market data view * Update changelog	3 years ago
gizmodus	a5771f601d	Improve calculation of overall performance percentage (#701 ) * Improve calculation of overall performance percentage Co-authored-by: Reto Kaul <retokaul@sublimd.com>	3 years ago
Thomas Kaul	ca46a9827a	Do not tweet on Sunday (#712 )	3 years ago
Thomas Kaul	4ec351369b	Bugfix/add fallback to default account in import (#709 ) * Add fallback to default account if account id is invalid * Update changelog	3 years ago
Thomas Kaul	baa6a3d0f0	Feature/restructure api modules (#706 ) * Restructure modules * Update changelog	3 years ago
Thomas Kaul	d3382f0809	Update time (#707 )	3 years ago
Thomas Kaul	280030ae7f	Feature/add twitter bot for fear and greed index (#702 ) * Add twitter bot for fear and greed index * Update changelog	3 years ago
Thomas Kaul	809ee97f6f	Add tests (#693 )	3 years ago
Thomas Kaul	fa66cd5bce	Feature/add countries and sectors to position detail dialog (#692 ) * Add asset and asset sub class * Add countries and sectors to position detail dialog * Update changelog	3 years ago
Thomas Kaul	76f70598e2	Feature/add support for wealth items (#666 ) * Add support for wealth items * Update changelog	3 years ago
Thomas Kaul	86943a5f5b	Feature/harmonize big.js operators (#686 ) * Harmonize big.js operators * Update changelog	3 years ago
gizmodus	6eb4eae4a9	Feature/fix twr performance 2 (#684 ) * Fix TWR performance * Weight holding period returns according to their investment value Co-authored-by: Reto Kaul <retokaul@sublimd.com>	3 years ago
Thomas Kaul	82069da4e2	Bugfix/fix user account creation (#682 ) * Fix the user account creation * Update changelog	3 years ago
gizmodus	9b5ec0c56d	Feature/fix twr performance (#679 ) * Fix TWR performance Co-authored-by: Reto Kaul <retokaul@sublimd.com>	3 years ago
Thomas Kaul	65bfe52db4	Feature/simplify admin user sign up (#675 ) * Simplify admin user sign up * Update changelog	3 years ago
Thomas Kaul	48b524de5a	Feature/add export functionality to position detail dialog (#672 ) * Add export functionality to the position detail dialog * Respect filters in activities export * Update changelog	3 years ago
Thomas Kaul	f369996912	Bugfix/fix symbol selection of 7d data gathering (#670 ) * Fix symbol selection of 7d data gathering * Update changelog	3 years ago
Thomas Kaul	dc424a86ec	Feature/support deleting symbol profile data (#669 ) * Add support for deleting symbol profile data * Update changelog	3 years ago
Thomas Kaul	5d8bde5a70	Feature/access data source and symbol from symbol profile (#668 ) * Access dataSource and symbol from SymbolProfile * Update changelog	3 years ago
Thomas Kaul	16360c0c67	Feature/minor code cleanup (#667 ) * Sort imports * Update changelog	3 years ago
Thomas Kaul	161cb82820	Bugfix/fix data source of fear and greed index (#663 ) * Encode data source * Update changelog	3 years ago
Thomas Kaul	155c08d665	Transform data source (#658 ) * Transform data source * Update changelog	3 years ago
Thomas Kaul	b8ad6d6662	Feature/improve import (#657 ) * Improve import * Update changelog Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>	3 years ago
Thomas Kaul	9d6977e3f7	Feature/support cryptocurrency mina protocol (#659 ) * Support Mina Protocol (MINA-USD) * Update changelog	3 years ago
Ronald Konjer	919b20197f	import csv with account name or id (#654 ) * import csv with account id	3 years ago
Thomas Kaul	62885ea890	Feature/improve consistent use of symbol with data source (#656 ) * Improve the consistent use of symbol with dataSource * Update changelog	3 years ago
Thomas Kaul	65e151151b	Feature/increase fear and greed index to 90 days (#652 ) * Increase fear and greed index to 90 days * Update changelog	3 years ago
Thomas Kaul	5d3bbb8f30	Feature/improve annualized performance (#651 ) * Improve annualized performance calculation * Update changelog	3 years ago
Thomas Kaul	bcb7f5f522	Feature/add feature toggle for new calculation engine (#649 ) * Add feature toggle for new calculation engine * Update changelog	3 years ago
gizmodus	f15b33e950	Portfolio calculator rework (#632 ) * Portfolio calculator rework Co-authored-by: Reto Kaul <retokaul@sublimd.com>	3 years ago
Thomas Kaul	9c086edffe	Feature/extend historical data view in admin control (#646 ) * Extend market data view * Update changelog	3 years ago
Thomas Kaul	585f99e4df	Feature/add summary row to activities table (#645 ) * Add summary row to activities table * Update changelog	3 years ago
Thomas Kaul	38f2930ec6	Feature/improve data provider service (#637 ) * Improve data provider service * Update changelog	3 years ago
Thomas Kaul	556be61fff	Bugfix/fix unresolved account names in reports (#636 ) * Fix unresolved account names * Update changelog	3 years ago
Thomas Kaul	0a8d159f78	Bugfix/fix missing symbol profile data connection in import (#630 ) * Fix missing symbol profile data connection in import * Update changelog	3 years ago
Thomas Kaul	1a4109ebaa	Bugfix/fix fallback to load currencies directly from data provider (#629 ) * Fix fallback * Update changelog	3 years ago
Thomas Kaul	7df53896f3	Feature/start eliminating data source from order (#622 ) * Start eliminating dataSource from order * Update changelog	3 years ago
Thomas Kaul	b2b3fde80e	Bugfix/support multiple accounts with the same name (#623 ) * Support multiple accounts with the same name * Update changelog	3 years ago
Thomas Kaul	075431d868	Feature/add google sheets as data source (#620 ) * Add google sheets as data source * Update changelog	3 years ago
Thomas Kaul	07de8f87fc	Set market prices explicitly (#618 ) * Set market prices explicitly * Set comments explicitly	3 years ago
Thomas Kaul	9ac67b0af2	Feature/expose profile data gathering by symbol endpoint (#611 ) * Expose profile data gathering by symbol endpoint * Update changelog	3 years ago
Thomas Kaul	1e526852a7	Bugfix/fix mapping for russia in trackinsight data enhancer (#610 ) * Fix mapping for Russia * Update changelog	3 years ago
Thomas Kaul	e54638a684	Feature/improve analysis page (#609 ) * Improve analysis page (show y-axis, extend chart in relation to days in market) * Update changelog	3 years ago
Thomas Kaul	029b7bed9a	Bugfix/improve error handling in position api endpoint (#607 ) * Add guards * Update changelog	3 years ago
Thomas Kaul	cebf879d67	Feature/refactor demo user (#604 ) * Refactor demo user id * Update changelog	3 years ago
Thomas Kaul	d69a69ce18	Bugfix/fix exception with market state (#602 ) * Fix exception with market state * Update changelog	3 years ago
Thomas Kaul	6dcd801d05	Feature/extend statistics section with users in slack community (#596 ) * Extend statistics with users in Slack community * Update changelog	3 years ago
Thomas Kaul	438484879d	Bugfix/fix creation of historical data (#594 ) * Fix creation of historical data (upsert instead of update) * Update changelog	3 years ago
Thomas Kaul	9e1a7fc981	Feature/dividend (#547 ) * Add dividend to order type * Support dividend in transactions table * Support dividend in transaction dialog * Extend import file with dividend * Add dividend to portfolio summary * Update changelog Co-authored-by: Fly Man <fly.man.opensim@gmail.com>	3 years ago
Thomas Kaul	ff638adf03	Feature/add transactions to position detail dialog (#591 ) * Add transactions to position detail dialog * Update changelog	3 years ago
Thomas Kaul	db1d474ddf	Feature/more discreet data provider warning (#589 ) * Upgrade http-status-codes to version 2.2.0 * Make the data provider warning more discreet * Update changelog	3 years ago
Thomas Kaul	9d3610331a	Add guard (#582 )	3 years ago
Thomas Kaul	0043b44670	Feature/improve data gathering for currencies (#581 ) * Improve data gathering for currencies, add warning if it fails * Update changelog	3 years ago
Thomas Kaul	bbc4e64cb4	Bugfix/filter currencies with null value (#579 ) * Filter currencies with null value * Update changelog	3 years ago
Thomas Kaul	8f583709ef	Feature/add support for cosmos and polkadot (#577 ) * Add support for cryptocurrencies ATOM and DOT * Update changelog	3 years ago
Thomas Kaul	4c30212a72	Feature/improve data gathering (#576 ) * Eliminate benchmarks to gather * Optimize 7d data gathering * Update changelog	3 years ago
Thomas Kaul	3b9a8fabb5	Clean up (#574 )	3 years ago
Valentin Zickner	5d39b267ab	write portfolio calculator test case for symbol BALN.SW (refs #554 ) (#572 )	3 years ago
Thomas Kaul	ffaaa14dba	Feature/increase fear and greed index to 30 days (#571 ) * Increase Fear & Greed index to 30 days * Update changelog	3 years ago
Thomas Kaul	9f545e3e2b	Feature/add cryptocurrency solana (#563 ) * Add support for Solana and clean up symbol conversion (SOL1USD) * Update changelog	3 years ago
Thomas Kaul	1602f976f0	Feature/convert errors to warnings in portfolio calculator (#562 ) * Convert errors to warnings * Update changelog	3 years ago
Thomas Kaul	e78755c280	Replace OrderType with Type (prisma) (#560 )	3 years ago
Thomas Kaul	ddce8cc7f9	Feature/support update of historical data (#557 ) * Support update of historical data * Update changelog	3 years ago
Thomas Kaul	e518bc3779	Feature/clean up all time high and low from performance endpoint (#551 ) * Remove isAllTimeHigh / isAllTimeLow * Update changelog	3 years ago
Thomas Kaul	eff807dd9a	Add tests for yahoo Finance symbol conversion (#550 ) * Add tests for yahoo Finance symbol conversion * Refactoring	3 years ago
Thomas Kaul	155bf67f60	Bugfix/fix symbol conversion from yahoo finance with hyphen (#549 ) * Fix symbol conversion from Yahoo Finance * Update changelog	3 years ago
Rafael Augusto de Oliveira	7439c1bf54	fix(custom-cryptocurrencies): add uniswap (uni3) (#541 )	3 years ago
Thomas Kaul	e255b76053	Feature/check currency in import validation (#538 ) * Check currency in import validation (avoid importing transactions in wrong currency) * Update changelog	3 years ago
Thomas Kaul	ed7209fb53	Feature/remove transactions import limit (#536 ) * Remove default transactions import limit * Update changelog	3 years ago
Thomas Kaul	11076592d1	Do not log coupon code (#533 )	3 years ago
Thomas Kaul	ebee851b23	Feature/support data gathering by symbol and date (#532 ) * Support data gathering by symbol and date * Update changelog	3 years ago
Thomas Kaul	78e0fdb0ca	Add coupon system (#529 ) * Add coupon system * Update changelog	3 years ago
Thomas Kaul	d09cad4e05	Feature/read only mode (#520 ) * Setup read only mode and update permissions dynamically * Update changelog	3 years ago
Thomas Kaul	069660afe4	Feature/increase fear and greed index to 10 days (#525 ) * Increase to 10 days * Update changelog	3 years ago
Thomas Kaul	4d9a223491	Feature/add system message (#519 ) * Add system message * Update changelog	3 years ago
Thomas Kaul	aed8f5cf04	Feature/upgrade prisma to version 3.6.0 (#518 ) * Upgrade prisma from version 2.30.2 to 3.6.0 * Update changelog	3 years ago
Thomas Kaul	1beb4de62f	Feature/support additional currencies (#517 ) * Support additional currencies * Update changelog	3 years ago
Thomas Kaul	3e82de6b21	Feature/add historical data chart of fear and greed index (#515 ) * Add historical data chart of market mood * Update changelog	3 years ago
Thomas Kaul	563f354e7e	Feature/symbol to uppercase to avoid duplicates (#514 ) * Convert the symbol to uppercase to avoid case-sensitive duplicates * Update changelog	3 years ago
Thomas Kaul	e96e6c717c	Feature/enable import by default (#513 ) * Enable import by default * Update changelog	3 years ago
Thomas Kaul	49f46e1a1e	Bugfix/improve allocations by currency with cash balances (#508 ) * Improve allocations by currency in combination with cash balances * Update changelog	3 years ago
Thomas Kaul	4908e6d35d	Bugfix/fix data gathering of fear and greed index (#505 ) * Fix data gathering of fear and greed index * Update changelog	3 years ago
Thomas Kaul	11be6f630f	Feature/expose data gathering by symbol (#503 ) * Expose data gathering by symbol as endpoint * Update changelog	3 years ago
Thomas Kaul	1f042ee791	Feature/eliminate redundant storage of historical exchange rates (#500 ) * Eliminate redundant storage of historical exchange rates * Clean up experimental API * Update changelog	3 years ago
Thomas Kaul	da6eaa0d77	Harmonize error log (#499 )	3 years ago
Thomas Kaul	6c07759eb7	Feature/add market data tab to admin control panel (#497 ) * Add market data tab * Update changelog	3 years ago
Thomas Kaul	72067459d6	Feature/add value to position detail dialog (#492 ) * Add value to position detail dialog * Update changelog	3 years ago
Thomas Kaul	fbd1475402	Feature/upgrade core dependencies (#490 ) * Upgrade core dependencies * angular * nestjs * Nx * rxjs * storybook * Temporarily fix imports for storybook * Update changelog	3 years ago
Thomas Kaul	1c2ca5b96b	Feature/accentuate all time high and low (#428 ) * Accentuate all time high and all time low * Update changelog Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>	3 years ago
Valentin Zickner	80782f1098	add support for euro cryptocurrencies, ALGO and remove unknown crypto… (#480 ) * add support for euro cryptocurrencies, ALGO and remove unknown cryptocurrencies from list * Update changelog Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	3 years ago
Thomas Kaul	e1932eb5a1	Bugfix/exclude drafts from transaction count (#473 ) * Fix transactions count (exclude drafts) * Improve wording (summary page) * Update changelog	3 years ago
Thomas Kaul	3032126508	Feature/add footer row to accounts table (#471 ) * Add footer row to accounts table with total balance and value * Update changelog	3 years ago
Thomas Kaul	d2fabe7ce4	Feature/add value column to accounts table (#468 ) * Add value column * Update changelog	3 years ago
Thomas Kaul	a42700b9fe	Feature/introduce data gathering progress (#467 ) * Add data gathering progress * Update changelog	3 years ago
Thomas Kaul	9df8541145	Feature/log logo on server start (#466 ) * Log logo on server start * Update changelog	3 years ago
Thomas Kaul	cd76f89902	Feature/increase decimal places for cryptocurrencies (#462 ) * Calculate quantity precision * Update changelog	3 years ago
Thomas Kaul	e01e039a00	Release 1.72.0 (#459 )	3 years ago
Thomas Kaul	d60b444324	Release/1.71.0 (#458 ) * Refactor logger * Fix exception * Update changelog	3 years ago
Thomas Kaul	d999a27159	Feature/move scraper configuration to symbol profile (#456 ) * Move scraper configuration * Update changelog	3 years ago
Thomas Kaul	678544748a	Add symbol mapping (#452 ) * Add symbol mapping * Update changelog	3 years ago
Thomas Kaul	edb66bb166	Feature/extend statistics (#449 ) * Extend statistics * Update changelog	3 years ago
Thomas Kaul	1397cd62a8	Feature/extend public page (#445 ) * Extend public page * Update changelog	3 years ago
Thomas Kaul	9133ea38f3	Feature/order accesses (#441 ) * Order accesses * Update changelog	3 years ago
Thomas Kaul	2de0e75cb8	Feature/add user interface for granting and revoking public access (#439 ) * Add user interface for granting and revoking public access * Update changelog	3 years ago
Thomas Kaul	1296f95602	Feature/move data enhancer from data provider to data gathering (#437 ) * Move data enhancers from data provider to data enhancer module * Update changelog	3 years ago
Thomas Kaul	19e2d54791	Refactor custom cryptocurrencies (#433 )	3 years ago
Valentin Zickner	099ad18aaf	refactor data-provider.service.ts to have dynamic list of services (#429 ) * Refactor data-provider.service.ts to have dynamic list of services * Update changelog Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch> Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	3 years ago
Thomas Kaul	6dea9093ba	Feature/add public portfolio (#426 ) * Setup public portfolio page * Update changelog	3 years ago
Thomas Kaul	b57301ef50	Feature/extend import validation message (#421 ) * Extend import validation message * Update changelog	3 years ago
Thomas Kaul	2e5176bacf	Feature/extend import by csv files (#419 ) * Support import of csv files * Update changelog	3 years ago
Thomas Kaul	f06a0fbbee	Feature/validate duplicate orders for import (#416 ) * Validate duplicate orders * Update changelog	3 years ago
Thomas Kaul	93dcbeb6c7	Feature/add validation for import (#415 ) * Valid data types * Maximum number of orders * Data provider service returns data for the dataSource / symbol pair	3 years ago
Valentin Zickner	f308ae7a13	add sectors and countries for ETFs (#410 ) * Update changelog Co-Authored-By: Valentin Zickner <valentin@coderworks.de> Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	3 years ago
Thomas Kaul	d1eedf9726	Bugfix/various fixes (#407 ) * Fix links * Update column * Fix impersonation mode * Update changelog	3 years ago
Thomas Kaul	de94494aa0	Bugfix/fix symbol conversion for yahoo finance (#405 ) * Fix symbol conversion for Yahoo Finance * Update changelog	3 years ago
Thomas Kaul	1050bfa098	Feature/improve yahoo finance symbol conversion (#402 ) * Improve symbol conversion * Update changelog	3 years ago
Thomas Kaul	fe2bd6eea8	Feature/protect endpoints (#396 ) * Protect endpoints * Update changelog	3 years ago
Thomas Kaul	39d9828f9f	Feature/respect account currency in exchange rate data service (#391 ) * Respect the accounts' currencies * Update changelog	3 years ago
Thomas Kaul	6333aa972d	Bugfix/fix data gathering after seed (#390 ) * Fix data gathering after seed * Update changelog	3 years ago
Thomas Kaul	dcee651098	Feature/support unlimited currencies (#387 ) * Support unlimited currencies * Update changelog	3 years ago
Thomas Kaul	0f72673ef4	Feature/respect data source in symbol data endpoint (#370 ) * 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
Thomas Kaul	641fe4e8f4	Bugfix/net performance in positions endpoint (#377 ) * Nullify net performance * Update changelog	3 years ago
Thomas Kaul	5b588c2000	Bugfix/hide the current net performance (#373 ) * Hide the current net performance * Update changelog	3 years ago
Thomas Kaul	4a815d2031	Feature/change data gathering selection (#368 ) * Change data gathering selection from distinct orders to symbol profiles * Update changelog	3 years ago
Valentin Zickner	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
Thomas Kaul	5ea455b98b	Feature/upgrade simplewebauthn dependencies to version 4.1.0 (#365 ) * Upgrade @simplewebauthn dependencies to version 4.1.0 * @simplewebauthn/browser * @simplewebauthn/server * Update changelog	3 years ago
Thomas Kaul	39f315aba0	Feature/add annualized performance (#364 ) * Add annualized performance * Update changelog	3 years ago
Thomas Kaul	5d4156ecec	Feature/refactor position detail dialog (#355 ) * Add name to portfolio position endpoint * Update changelog	3 years ago
Thomas Kaul	3c46bde8d5	Bugfix/fix fear and greed index (#359 ) * 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
Matthias Frey	63ee33b685	Use 'import type' to import types, eliminate webpack warnings (#358 )	3 years ago
Thomas Kaul	9cbf789c22	Bugfix/fix values in position detail dialog (#351 ) * Nullify netPerformance * Introduce precision * Update changelog	3 years ago
Thomas Kaul	ee5ab05d8a	Release 1.47.1 (#350 )	3 years ago
Thomas Kaul	bf8856ad19	Bugfix/fix search for cryptocurrencies (#348 ) * Fix the search for cryptocurrency symbols * Update changelog	3 years ago
Valentin Zickner	48ab862bb6	net performance for current positions (#330 ) * 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
Thomas Kaul	ba234a470e	Feature/add storybook story for trend indicator component (#346 ) * Add storybook story for trend indicator component * Update changelog	3 years ago
Thomas Kaul	4c194c938a	Feature/add contributors count to statistics (#342 ) * Add contributors count to statistics * Update changelog	3 years ago
Thomas Kaul	6386786ac0	Bugfix/improve symbol lookup (#322 ) * Improve symbol lookup * Update changelog	3 years ago
Thomas Kaul	73a967a7e5	Feature/add cash as asset sub class (#319 ) * Add cash as asset sub class * Update changelog	3 years ago
Thomas Kaul	c5bb3023d3	Bugfix/filter out positions without quantity (#317 ) * Filter out positions without any quantity * Update changelog	3 years ago
Thomas Kaul	fe975945d1	Feature/add fallback for loading currencies (#315 ) * Add fallback for loading currencies * Update changelog	3 years ago
Thomas Kaul	d8782b0d4c	Feature/automate countries for stocks in symbol profile data (#314 ) * Automate countries for stocks in symbol profile data * Update changelog	3 years ago
Thomas Kaul	72c065a59d	Feature/introduce asset sub class (#312 ) * Introduce asset sub class * Update changelog	3 years ago
Thomas Kaul	98dac4052a	Feature/add subscription type to the admin user table (#311 ) * Add the subscription type to the user table in the admin control panel * Update changelog	3 years ago
Thomas Kaul	aad8f77093	Feature/improve allocations by account (#308 ) * 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	c2ab6a6c44	Feature/improve portfolio details endpoint (#302 ) * 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 ) * 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 ) * Fix issue on buy date * Update changelog	3 years ago
Thomas Kaul	05b0efef82	Feature/add restricted view (#295 ) * Add restricted view * Update changelog	3 years ago
Thomas Kaul	0ee2258af8	Feature/improve impersonation mode (#293 ) * Improve the impersonation mode * Update changelog	3 years ago
Valentin Zickner	308b218487	introduce basic module structure for data provider (#278 ) * 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	77936e3bf3	Feature/improve users table (#291 ) * Improve users table * Engagement / Day * Registration * Update changelog	3 years ago
Thomas	b898c0678d	Feature/refactor exchange rate service (#289 ) * Refactor exchange rate service * Update changelog	3 years ago
Thomas	96a615dc5d	Bugfix/only allow supported currencies in symbol search (#287 ) * Only allow supported currencies in symbol search * Update changelog	3 years ago
Thomas	98f44323da	Feature/improve usability of tabs on home page (#283 ) * Improve usability: lazy load endpoints on tab change * Feature/improve portfolio summary (#285) * Update changelog	3 years ago
Thomas	908aba170d	Fix position chart for missing historical data (#284 ) * Fix position chart for missing historical data * Update changelog	3 years ago
Thomas	8ac1272a9d	Feature/eliminate name from scraper config (#277 ) * Eliminate name from scraper config * Update changelog	3 years ago
Thomas	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
Thomas	4ad5590838	Feature/improve data gathering (#276 ) * Improve data gathering * Refactoring * On server restart, only reset if hanging in LOCKED_DATA_GATHERING state * Update changelog	3 years ago
Thomas	80d043729d	Feature/replace type with asset class (#274 ) * Improved the asset classification * Add assetClass to symbolProfile * Remove type from position * Update changelog	3 years ago
Thomas	37358fb480	Bugfix/add fallback if exchange service is not initialized (#264 ) * Add fallback and log error * Update changelog	3 years ago
Thomas	3589e72aea	Harmonize prisma service (#266 )	3 years ago
Thomas	e68aa1fa68	Clean up imports (#267 )	3 years ago
Thomas	bb76ace95d	Feature/improve support for draft transactions (#265 ) * Improve support for draft transactions * Update changelog	3 years ago
Valentin Zickner	dfcf826b4f	implement support for buy-sell(-buy) scenario (#262 ) Co-authored-by: Valentin Zickner <github@zickner.ch>	3 years ago
Valentin Zickner	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
Valentin Zickner	ba3b4564cd	Bugfix/dashboard currencies (#260 ) * 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
Valentin Zickner	bf256ae50c	fix position currency conversion (#256 ) Co-authored-by: Valentin Zickner <github@zickner.ch>	3 years ago
Thomas	7f047362cc	Bugfix/fix division by zero in calculate overall gross performance (#253 ) * Fix error with division by zero * Update changelog	3 years ago
Thomas	94d2310217	Bugfix/fix spike of positions with differing currency of user (#248 ) * Convert market price back to currency of position * Update changelog	3 years ago
Thomas	b7d950f3f9	Bugfix/fix missing market state in positions (#250 ) * Fix missing market state in positions * Update changelog	3 years ago
Thomas	4bd41ffa41	Feature/eliminate name from timeline position (#245 ) * Eliminate name from timeline position: Get the name from the symbolProfileService instead * Update changelog	3 years ago
Thomas	423ceec317	Feature/remove symbol icon from dialog header (#244 ) * Remove symbol icon from dialog header * Clean up code	3 years ago
Valentin Zickner	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
Thomas	823501f43e	Sort imports (#242 )	3 years ago
Valentin Zickner	331ac7ded2	remove unused method in portfolio.service.ts (#240 ) Co-authored-by: Valentin Zickner <github@zickner.ch>	3 years ago
Valentin Zickner	982ba7377a	remove legacy portfolio.ts	3 years ago
Valentin Zickner	4bbd17a37a	fix tests	3 years ago
Thomas	6a7def6c48	Clean up	3 years ago
Thomas	ea219f0b88	Add guard	3 years ago
Valentin Zickner	23b2e03923	refactor rule evaluation	3 years ago
Valentin Zickner	04e6518226	move report generation to PortfolioService	3 years ago
Valentin Zickner	72dbe00091	change rule service interface	3 years ago
Valentin Zickner	9834c52739	refactor rule settings	3 years ago
Thomas	c47578bd3e	Clean up	3 years ago
Thomas	9e4a49d811	Remove fallback	3 years ago
Thomas	a3a98c68a5	Fix missing currency conversion	3 years ago
Thomas	21570cca19	Fix impersonation in performance endpoint	3 years ago
Valentin Zickner	71a3115fc6	refactor get position endpoint Co-authored-by: Thomas <dotsilver@gmail.com>	3 years ago
Valentin Zickner	de83dc7b84	create investment endpoint for analysis timeline Co-authored-by: Thomas <dotsilver@gmail.com>	3 years ago
Valentin Zickner	4a0695613e	refactor PortfolioService#getOverview Co-authored-by: Thomas <dotsilver@gmail.com>	3 years ago
Valentin Zickner	328d814922	remove getPerformance from portfolio.ts Co-authored-by: Thomas <dotsilver@gmail.com>	3 years ago
Valentin Zickner	d23addb673	change getDetails to portfolio-calculator.ts Co-authored-by: Thomas <dotsilver@gmail.com>	3 years ago
Thomas	fb15cebb64	Add test (#237 ) * Add test * fix calculation for overall gross performance percentage Co-authored-by: Valentin Zickner <github@zickner.ch>	3 years ago
Valentin Zickner	9c51a257ae	fix performance of combination of investments	3 years ago
Thomas	ec5523b459	Handle empty portfolio	3 years ago
Thomas	c8c21a016a	Handle empty portfolio	3 years ago
Thomas	9821b7f8f0	Add TWR test scenario 1 (#236 ) * Add TWR test scenario 1 * fix second transaction item * change time-weighted rate algorithm Co-authored-by: Valentin Zickner <valentin.zickner@flowable.com>	3 years ago
Valentin Zickner	ed731afc66	fix market price fetch in case symbols are missing	3 years ago
Thomas	bd0e53525b	Refactoring	3 years ago
Thomas	cbdb68e2f8	Refactoring	3 years ago

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580 Commits (545180b88fb19289c64cbd353dbd5774872c47e8)