Thomas Kaul
|
43afb16808
|
Feature/introduce isUsedByUsersWithSubscription flag (#3573)
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3 months ago |
|
Thomas Kaul
|
d5c56fb16c
|
Feature/optimize 7d data gathering by prioritization (#3575)
* Optimize 7d data gathering by prioritization
* Update changelog
|
3 months ago |
|
Thomas Kaul
|
6c1317f978
|
Bugfix/fix search for holding in assistant (#3569)
* Fix search for holding
* Update changelog
|
3 months ago |
|
Thomas Kaul
|
9d6214e93a
|
Bugfix/fix fees calculation in portfolio summary (#3567)
* Fix fees calculation
* Update changelog
|
3 months ago |
|
Thomas Kaul
|
9ecc3176a5
|
Feature/improve treemap chart for holdings (#3563)
* Various improvements
* Introduce permission: accessHoldingsChart
* Improve style of toggle
* Add border radius
* Update changelog
|
3 months ago |
|
Thomas Kaul
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744dc51dcd
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Bugfix/fix pagination issue in activities endpoint by adding secondary sort criterion (#3554)
* Add id as secondary sort criterion to ensure consistent ordering
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
35b4aef06f
|
Feature/improve market state logic for forex in eod historical data service (#3550)
|
4 months ago |
|
Thomas Kaul
|
d49b90d7a5
|
Feature/refresh cryptocurrencies list 20240706 (#3544)
* Refresh cryptocurrencies list
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
ffc6309850
|
Feature/refactor thresholds of x ray rules (#3545)
* Refactor thresholds
* Update changelog
|
4 months ago |
Achal
|
7067aca04b
|
Feature/replace twitter.com with x.com (#3535)
* Replace twitter.com with x.com
|
4 months ago |
|
Thomas Kaul
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1c9805bb96
|
Feature/improve allocations by etf holding for impersonation mode (#3534)
* Improve allocations by ETF holding for impersonation mode
* Update changelog
|
4 months ago |
Chang-Yen Tseng
|
8227a2d91a
|
Feature/improve detection of json used via scraper configuration (#3539)
* Improve detection of json
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
dcec3accf0
|
Feature/improve caching of benchmarks (#3530)
* Improve caching
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
f08b0b570b
|
Feature/support derived currencies in currency validation (#3529)
* Support derived currencies in currency validation
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
8386fec98a
|
Feature/automatic deletion of unused asset profiles (#3525)
* Automatic deletion of unused asset profiles
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
76890e63fa
|
Bugfix/fix all time high in benchmarks (#3527)
* Fix all time high
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
ee086638f3
|
Feature/add benchmarks preset to admin control panel (#3513)
* Add benchmarks preset
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
58d1abbd38
|
Feature/clean up imports (#3514)
* Clean up imports
|
4 months ago |
|
Thomas Kaul
|
ba979cbae2
|
Bugfix/fix addition of manual asset without market data (#3516)
* Provide default value
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
8cda43bb63
|
Bugfix/persist intraday market data only if market state is open (#3509)
* Persist INTRADAY data only if market state is open
* Update changelog
|
4 months ago |
Eduardo Marinho
|
ff121243e4
|
Feature/extend asset profile for currency (#3495)
* Extend asset profile for currency
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
a201fc7a97
|
Feature/upgrade stripe dependencies 20240617 (#3499)
* Upgrade Stripe dependencies
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
519827045a
|
Feature/add dialog for benchmarks in markets overview (#3493)
* Add benchmarks dialog in markets overview
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
bf20a5de82
|
Feature/improve date validation in activity endpoints (#3489)
* Improve date validation
* Update changelog
|
4 months ago |
|
Eduardo Marinho
|
873fd53715
|
Feature/extend market data with currencies preset by activities count and date (#3460)
* Extend market data with currencies preset by activities count and date
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
cc92592d86
|
Feature/refactor personal finance tools section (#3478)
* Refactoring
|
4 months ago |
|
Thomas Kaul
|
23e4d5454d
|
Feature/improve allocations by etf holding (#3467)
* Improve allocations by ETF holding
* Update changelog
|
5 months ago |
|
Thomas Kaul
|
8a9ae9bb33
|
Feature/allocations by etf holding (#3464)
* Setup allocations by ETF holding
* Update changelog
|
5 months ago |
|
Thomas Kaul
|
af65a99398
|
Feature/extend personal finance tools 20240604 (#3457)
* Add Koyfin
* Add Navexa
* Add Stonksfolio
|
5 months ago |
|
Eduardo Marinho
|
1a0cb561cd
|
Feature/add ability to close user account (#3444)
* Add ability to close user account
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
5 months ago |
|
Thomas Kaul
|
98a9523eee
|
Feature/extend personal finance tools (#3448)
|
5 months ago |
|
Thomas Kaul
|
0e08d8830e
|
Handle reduce of empty array (#3446)
|
5 months ago |
|
Thomas Kaul
|
c009f8c12f
|
Feature/add data provider info to asset profile details dialog (#3434)
* Add data provider info to asset profile details dialog
* Update changelog
|
5 months ago |
|
Thomas Kaul
|
b12ac1fe84
|
Feature/simplify module imports of api (#3443)
* Simplify module imports
|
5 months ago |
|
Thomas Kaul
|
918d0b85d4
|
Feature/update passport dependencies (#3433)
* Update passport dependencies
* Refactor Google strategy
* Update changelog
|
5 months ago |
|
Thomas Kaul
|
e31b4c64cb
|
Feature/refactor holding detail dialog to standalone (#3407)
* Refactor holding detail dialog to standalone
* Update changelog
|
5 months ago |
|
Thomas Kaul
|
812ff5cbdc
|
Feature/refresh cryptocurrencies list 20240514 (#3411)
* Refresh cryptocurrencies list
* Update changelog
|
5 months ago |
|
Thomas Kaul
|
5ea3a187f4
|
Feature/upgrade body parser to version 1.20.2 (#3406)
* Upgrade body-parser to version 1.20.2
* Update changelog
|
5 months ago |
Gerard Du Pre
|
8319b216bb
|
Feature/support delete activities with filtering (#3394)
* Support delete activities with filtering
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
5 months ago |
|
Thomas Kaul
|
4ad4fa2b30
|
Feature/clean up deprecated GET api/portfolio/positions endpoint (#3373)
|
6 months ago |
|
Thomas Kaul
|
9b5e350e3b
|
Feature/harmonize log message (#3343)
|
6 months ago |
|
Thomas Kaul
|
f2cb671c7f
|
Feature/optimize get porfolio details endpoint (#3366)
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
f3d961bc16
|
Feature/move holdings table to holdings tab of home page (#3368)
* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
77beaaba08
|
Refactoring portfolio service (#3365)
|
6 months ago |
|
Thomas Kaul
|
0a53df4293
|
Feature/improve inactive user role (#3360)
* Improve inactive role
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
486de968a2
|
Bugfix/fix division by zero error in dividend yield calculation (#3354)
* Handle division by zero
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
a5833566a8
|
Feature/skip caching in portfolio calculator if active filters (#3348)
* Skip caching if active filters
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
4efd5cefd8
|
Bugfix/calculation of portfolio summary caused by future liabilities (#3342)
* Adapt date of future activities
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
e10707fde4
|
Add missing guard to fix public page (#3339)
|
6 months ago |
|
Thomas Kaul
|
4f41bac328
|
Feature/set up caching in portfolio calculator (#3335)
* Set up caching
* Update changelog
|
6 months ago |
