Thomas Kaul
cc92592d86
Feature/refactor personal finance tools section ( #3478 )
...
* Refactoring
7 months ago
Thomas Kaul
2477491f18
Feature/upgrade nx to version 19.2.2 ( #3474 )
...
* Upgrade Nx to version 19.2.2 and Angular to version 18.0.2
* Update changelog
7 months ago
Thomas Kaul
00e50c6abe
Feature/improve portfolio summary ( #3472 )
...
* Improve portfolio summary
* Update changelog
7 months ago
Thomas Kaul
8131a7ad03
Feature/improve error handling in http response interceptor ( #3471 )
...
* Improve error handling in HttpResponseInterceptor
* Update changelog
7 months ago
Thomas Kaul
f5e6f7dcfe
Bugfix/fix initialization of fire calculator ( #3470 )
...
* Fix initialization
* Update changelog
7 months ago
Thomas Kaul
87501e094d
Feature/improve allocations by ETF holding for mobile ( #3469 )
7 months ago
Thomas Kaul
fc4e6ae6db
Feature/improve language localization for de 20240608 ( #3468 )
...
* Update translations
* Update changelog
7 months ago
Thomas Kaul
23e4d5454d
Feature/improve allocations by etf holding ( #3467 )
...
* Improve allocations by ETF holding
* Update changelog
7 months ago
Thomas Kaul
8a9ae9bb33
Feature/allocations by etf holding ( #3464 )
...
* Setup allocations by ETF holding
* Update changelog
7 months ago
Thomas Kaul
9c4e22978d
Feature/update translations ( #3458 )
7 months ago
Thomas Kaul
af65a99398
Feature/extend personal finance tools 20240604 ( #3457 )
...
* Add Koyfin
* Add Navexa
* Add Stonksfolio
7 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>
7 months ago
Thomas Kaul
9f875adf0c
Feature/improve language localization for de 20240602 ( #3452 )
...
* Update translations
* Update changelog
7 months ago
Thomas Kaul
98a9523eee
Feature/extend personal finance tools ( #3448 )
7 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
7 months ago
Eduardo Marinho
60ef46accf
Bugfix/fix state handling of currency selector component ( #2795 ) ( #3429 )
...
* Fix state handling of currency selector component
* Update changelog
7 months ago
Eduardo Marinho
6dabf7516a
Feature/preselect account in create or update activity dialog ( #3413 )
...
* Preselect account if there is only one
* Update changelog
7 months ago
Thomas Kaul
e31b4c64cb
Feature/refactor holding detail dialog to standalone ( #3407 )
...
* Refactor holding detail dialog to standalone
* Update changelog
7 months ago
Thomas Kaul
5d9c38663d
Feature/migrate various pages to standalone components ( #3404 )
...
* Migrate to standalone components
* Update changelog
7 months ago
Fedron
5616bc4956
Feature/validate account balance creation/update using DTO ( #3400 )
...
* Validate create account balance using DTO
7 months ago
Thomas Kaul
15bf9f2f9c
Feature/add Türkçe to footer ( #3401 )
8 months ago
Thomas Kaul
ebc5008569
Feature/improve language localization for de 20240512 ( #3402 )
...
* Update translations
* Update changelog
8 months ago
Thomas Kaul
37759ba03f
Feature/improve language localization for tr 20240501 ( #3355 )
...
* Improve translations
* Update changelog
---------
Co-authored-by: sadmimye <134071831+sadmimye@users.noreply.github.com>
8 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>
8 months ago
Thomas Kaul
782d131b0d
Feature/add indicator for active filters ( #3398 )
...
* Add indicator for active filters
* Update changelog
8 months ago
Thomas Kaul
72e75208df
Bugfix/fix position detail dialog close functionality ( #3396 )
...
* Handle holding detail dialog open functionality in a single place (AppComponent)
* Update changelog
8 months ago
Thomas Kaul
61f0da35bc
Feature/disable delete all activities if filters are active ( #3389 )
...
* Disable delete all activities button if filters are active
* Update changelog
8 months ago
Thomas Kaul
74f4323903
Feature/increase spacing around floating action buttons ( #3385 )
...
* Increase spacing around floating action buttons
* Update changelog
8 months ago
Thomas Kaul
127dbf9dcd
Update translations ( #3384 )
8 months ago
Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
8 months ago
Thomas Kaul
053c7e591e
Feature/upgrade ionicons to version 7.4.0 ( #3356 )
...
* Upgrade ionicons to version 7.4.0
* Update changelog
8 months ago
Colin Seymour
378e57c3bc
Feature/add links to Home Assistant add-on ( #3367 )
...
* Add links to Home Assistant add-on
8 months ago
Thomas Kaul
6765191a8c
Bugfix/fix position detail dialog open in holding search of assistant ( #3374 )
...
* Open position detail dialog (via holding search of assistant)
* Update changelog
8 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
8 months ago
Thomas Kaul
3f41e5c5de
Bugfix/fix locale in markets overview ( #3369 )
...
* Fix locale if no user is logged in
* Update changelog
8 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
8 months ago
Thomas Kaul
42b70ef568
Feature/improve performance labels in position detail dialog ( #3363 )
...
* Improve performance labels (with and without currency effects)
* Update changelog
8 months ago
Thomas Kaul
0a53df4293
Feature/improve inactive user role ( #3360 )
...
* Improve inactive role
* Update changelog
8 months ago
Fedron
2173c418a7
Feature/validate forms using DTO for access, asset profile, tag and platform management ( #3337 )
...
* Validate forms using DTO for access, asset profile, tag and platform management
* Update changelog
8 months ago
Thomas Kaul
55b0fe232c
Bugfix/reset form values to null if empty string ( #3327 )
...
* Reset form values to null if empty string
* Update changelog
8 months ago
Thomas Kaul
46432edce9
Feature/extend faq by custom asset instructions ( #3326 )
...
* Add instructions for custom asset
* Update changelog
8 months ago
Thomas Kaul
990028316e
Refactor form controls to form getter ( #3325 )
8 months ago
Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
...
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
8 months ago
Thomas Kaul
39bd4a349b
Feature/improve chart in account detail dialog ( #3314 )
...
* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
8 months ago
Thomas Kaul
2d70b18593
Remove links ( #3306 )
8 months ago
Thomas Kaul
895c4fe299
Improve style on mobile ( #3310 )
8 months ago
Thomas Kaul
ccb1bf881e
Feature/improve language localization for de 20240420 ( #3309 )
...
* Update translations
* Update changelog
8 months ago
Thomas Kaul
7788b5a987
Improve messages ( #3308 )
8 months ago
Bastien Jeannelle
dfacbed66d
Feature/add support to create account cash balances ( #3260 )
...
* Add support to create account cash balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
8 months ago
Thomas Kaul
212aa6a63b
Feature/add date range support to portfolio holdings page ( #3303 )
...
* Add date range support
* Update changelog
8 months ago
Thomas Kaul
bed9ae916c
Migrate UI components to standalone ( #3302 )
8 months ago
Thomas Kaul
b6ad362850
Feature/remove date range support in activities table on portfolio activities page ( #3301 )
...
* Remove date range support
* Update changelog
8 months ago
Thomas Kaul
ab86dd5318
Add Home Assistant ( #3291 )
8 months ago
Thomas Kaul
92fb05320a
Migrate UI components to standalone ( #3296 )
8 months ago
Thomas Kaul
73d62bb51f
Migrate UI components to standalone ( #3290 )
8 months ago
Fedron
9241c04d5a
Feature/add form validation against DTO for activity and account ( #3230 )
...
* Add form validation against DTO for activity and account
* Update changelog
8 months ago
Thomas Kaul
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
...
* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
8 months ago
Thomas Kaul
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
...
* Adapt priorities of data gathering jobs
* Update changelog
8 months ago
Thomas Kaul
6f8fe45fc2
Update OSS Friends ( #3258 )
9 months ago
Thomas Kaul
34d9ceb009
Feature/add support to immediately execute queue job ( #3259 )
...
* Add support to immediately execute queue job
* Update changelog
9 months ago
Thomas Kaul
07c0e5a612
Feature/add currency to order database schema ( #3251 )
...
* Add currency to Order database schema
* Update changelog
9 months ago
Thomas Kaul
719bbe156e
Feature/optimize calculation of allocations by market ( #3249 )
...
* Optimize calculation of allocations by market
* Update changelog
9 months ago
Thomas Kaul
50dbbf0569
Feature/refactor symbol icon module to asset profile icon component ( #3245 )
...
* Refactor symbol icon module to asset profile icon component (standalone)
9 months ago
Thomas Kaul
6152ff4b44
Remove condition ( #3242 )
9 months ago
Thomas Kaul
c6641fde36
Feature/add icon to create or update platform dialog ( #3241 )
...
* Add platform icon
* Update changelog
9 months ago
Thomas Kaul
4ae7e9fcbe
Feature/add icon to asset profile dialog ( #3240 )
...
* Add asset profile icon
* Update changelog
9 months ago
Thomas Kaul
c10ae431a2
Feature/extend faq by data providers ( #3239 )
...
* Add data providers
* Update changelog
9 months ago
Thomas Kaul
883e30e451
Feature/improve language localization for de 20240403 ( #3236 )
...
* Update translations
* Update changelog
9 months ago
Fedron
82fe1de1a7
Feature/add support to override asset (sub) class and url in admin control panel ( #3218 )
...
* Add support to override asset (sub) class and url in admin control panel
* Update changelog
9 months ago
Arshad Jamal
371c999fbc
Feature/Add dividend yield to position detail dialog ( #2636 )
...
* Add dividend yield to position detail dialog
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
9 months ago
Thomas Kaul
6f3cce1c5f
Feature/disable option to update cash balance if date is not today ( #3229 )
...
* Disable option to update cash balance if date is not today
* Update changelog
9 months ago
Thomas Kaul
efdc9b387f
Eliminate ghostfolio-style.scss ( #3228 )
9 months ago
Thomas Kaul
1b81409b35
Add OpenAlternative logo ( #3225 )
9 months ago
Thomas Kaul
0c68474802
Extract locales ( #3223 )
9 months ago
qiaoy
af47889d65
Add Chinese translations ( #3215 )
...
* Add Chinese translations
9 months ago
Thomas Kaul
51203ec96e
Feature/setup chinese ( #3220 )
...
* Set up chinese
* Update changelog
9 months ago
Thomas Kaul
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
...
* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
9 months ago
Thomas Kaul
5ffc39c32f
Feature/improve usability to delete asset profile ( #3208 )
...
* Disable delete button for benchmarks
* Update changelog
9 months ago
Fedron
a668a66e84
Feature/add missing dates to edit historical market data in asset profile details dialog ( #3206 )
...
* Add missing dates to edit historical market data in asset profile details dialog
* Update changelog
9 months ago
Thomas Kaul
88a9b518f6
Bugfix/fix issue with overridden names in activities table ( #3200 )
...
* Fix issue with overridden names
* Update changelog
9 months ago
Fedron
98de2355c4
Feature/Support overriding name of asset profile dialog ( #3199 )
...
* Support overriding name of asset profile dialog
* Update changelog
9 months ago
helgehatt
b41eb60348
Fix chart tooltip of benchmark comparator ( #3167 )
...
* Fix chart tooltip of benchmark comparator
* Update changelog
9 months ago
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
...
* Upgrade @types/big.js to version 6.2.2
* Refactor imports
9 months ago
Thomas Kaul
87bf8df1c3
Bugfix/missing performance chart in presenter view ( #3181 )
...
* Fix missing performance chart in presenter view
* Update changelog
9 months ago
Thomas Kaul
3f7d6b25c7
Feature/extend faq by backup strategy ( #3180 )
...
* Add backup strategy
* Update changelog
9 months ago
Thomas Kaul
8a062e03ab
Feature/add benchmark name to tooltip of benchmark comparator ( #3177 )
...
* Add benchmark name to chart tooltip
* Update changelog
9 months ago
Miguel Coxo
87cc887865
Feature/Set meta theme color dynamically to respect appearance ( #3129 )
...
* Set meta theme color dynamically to respect appearance (dark mode)
* Update changelog
9 months ago
Thomas Kaul
61ecd15f1d
Feature/change edit button to a in admin market data page ( #3164 )
...
* Change edit button to a
* Update changelog
9 months ago
Thomas Kaul
eb853f05ae
Feature/add support to delete asset profile from dialog ( #3165 )
...
* Add support to delete asset profile from dialog
* Update changelog
9 months ago
Thomas Kaul
6285417903
Feature/change grant private access with permissions to general availability ( #3169 )
...
* Change grant private access with permissions from experimental to general availability
* Update changelog
9 months ago
Thomas Kaul
ca674a654e
Feature/add symbol and isin to position detail dialog ( #3163 )
...
* Add symbol and ISIN
* Update translations
* Update changelog
9 months ago
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
...
* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
9 months ago
Thomas Kaul
a90c067da0
Clean up ( #3157 )
9 months ago
rodriguestiago0
3b895afc9e
Enable account balance update for fee and interest activities ( #3145 )
...
* Enable account balance update for fee and interest activities
* Update changelog
9 months ago
Thomas Kaul
00c2ede85e
Feature/improve usability of platform and tag management ( #3144 )
...
* Improve usability
* Update changelog
9 months ago
Thomas Kaul
8420cb830c
Feature/add product roadmap to faq ( #3143 )
...
* Add product roadmap
* Update changelog
9 months ago
helgehatt
a0ddd1f9b9
Fix date conversion in import of historical market data ( #3117 )
...
* Fix date conversion in import of historical market data
* Update changelog
9 months ago
Thomas Kaul
7a364472c8
Bugfix/fix liability issue in allocations ( #3133 )
...
* Remove liabilities from allocations calculation
* Update changelog
10 months ago
Thomas Kaul
e792924606
Update OSS friends ( #3132 )
10 months ago
Thomas Kaul
bb86f85203
Feature/add available home server systems to faq ( #3126 )
...
* Add available home server systems
* Update changelog
* Add CasaOS to README.md
10 months ago
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
...
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
10 months ago
Thomas Kaul
7a3237f1ff
Adapt style of inactive users ( #3114 )
10 months ago
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
...
* Integrate dividend into transaction point concept
* Update changelog
10 months ago
Thomas Kaul
f1dc075c36
Update translations ( #3093 )
10 months ago
Thomas Kaul
4ab3f81384
Extract getFactor() ( #3089 )
...
* Extract getFactor()
* Refactoring
10 months ago
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
...
* Integrate (wealth) items into transaction point concept
* Update changelog
10 months ago
Thomas Kaul
66992ef915
Bugfix/change show condition of button to fetch current market price ( #3079 )
...
* Change show condition of button to fetch current market price
* Update changelog
10 months ago
Thomas Kaul
5d7c19b0ed
Fix typo ( #3076 )
10 months ago
Thomas Kaul
633c65e33c
Feature/extend self hosting faq ( #3068 )
...
* Extend self-hosting FAQ
* Update changelog
10 months ago
Thomas Kaul
12ca01c862
Update OSS friends ( #3066 )
10 months ago
Thomas Kaul
2bc8bebfb8
Clean up dist folders ( #3053 )
10 months ago
Thomas Kaul
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
...
* Move break down of performance to general availability
* Update changelog
10 months ago
Søren Bjergmark
a8d557eb1b
Disable parallel execution of commands causing race condition between mkdir and cp ( #3052 )
10 months ago
Thomas Kaul
6ae3a47b54
Bugfix/change top and bottom performers to performance with currency effect ( #3046 )
...
* Change to performance with currency effect
* Update changelog
10 months ago
Thomas Kaul
88c19eb45e
Feature/restructure copy assets nx target ( #3045 )
...
* Restructure copy-assets Nx target
* Update changelog
10 months ago
Thomas Kaul
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
...
* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
10 months ago
Thomas Kaul
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
...
* Remove isDefault flag from Account database schema
* Update changelog
10 months ago
Thomas Kaul
48b412cfb8
Feature/harmonize setting of default locale ( #3032 )
...
* Harmonize setting of default locale
* Update changelog
10 months ago
Thomas Kaul
b62488628c
Prettify markup ( #3029 )
10 months ago
Thomas Kaul
be7f6bb657
Feature/add inactive as user role ( #3024 )
...
* Add INACTIVE as user role
* Update changelog
10 months ago
Thomas Kaul
0b5c71130d
Update OSS friends ( #3008 )
10 months ago
Thomas Kaul
e1371a8d2b
Clean up ( #3018 )
10 months ago
Thomas Kaul
448cea0b69
Feature/improve usability of holdings table ( #3017 )
...
* Improve usability
* Update changelog
10 months ago
Thomas Kaul
ad42c0bf28
Enable FAQ link for self-hoster ( #3015 )
10 months ago
Thomas Kaul
f50670c7fe
Feature/improve language localization for de 20240217 ( #3014 )
...
* Update translations
* Update changelog
10 months ago
Thomas Kaul
2518a8fd9d
Feature/add accounts tab to position detail dialog ( #3012 )
...
* Add accounts tab to position detail dialog
* Update changelog
10 months ago
Thomas Kaul
29cb83d469
Bugfix/improve x axis scale of dividend and investment timeline ( #3010 )
...
* Improve X-axis scale
* Update changelog
10 months ago
Thomas Kaul
cac73ac111
Feature/divide faq page in three sections ( #3003 )
...
* Divide FAQ page in three sections
* General
* Cloud (SaaS)
* Self-Hosting
* Update changelog
10 months ago
Thomas Kaul
02cf4295a9
Feature/add loading indicator to dividend and investment timelines ( #3007 )
...
* Add loading indicators
* Dividend timeline
* Investment timeline
* Update changelog
10 months ago
Thomas Kaul
e0d6d9e8ca
Migrate if / else to control flow ( #3001 )
10 months ago
Thomas Kaul
1fec49fbc2
Improve states ( #3000 )
10 months ago
Thomas Kaul
2985dd67c5
Feature/improve ordered list in safari ( #2996 )
...
* Improve ordered list in Safari (without text-truncate)
* Update changelog
10 months ago
Thomas Kaul
b758654158
Fix renew plan label ( #2993 )
11 months ago
Thomas Kaul
fd294d4d2b
Migrate to control flow ( #2992 )
11 months ago
Thomas Kaul
446c7cb517
Remove closing tags of mat-* components ( #2989 )
11 months ago
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
11 months ago
Thomas Kaul
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
...
* Introduce setting to disable data gathering
* Update changelog
11 months ago
Thomas Kaul
fcbf2f1645
Feature/remove lazy from name of activities table ( #2978 )
...
* Remove lazy from name
* Update translations
11 months ago
Thomas Kaul
9fe90273c7
Feature/move assistant to general availability ( #2977 )
...
* Move assistant from experimental to general availability
* Update changelog
11 months ago
Thomas Kaul
4078229fe6
Feature/add button to apply filters in assistant ( #2971 )
...
* Add apply filters button
* Update changelog
11 months ago
Martin Mui
e7d4641d13
Feature/reload data on logo click ( #2959 )
...
* Reload data on logo click
* Update changelog
11 months ago
Thomas Kaul
06ba7a4b1b
Feature/extend assistant by asset class selector ( #2957 )
...
* Remove tabs
* Add asset class selector
* Update changelog
11 months ago
Thomas Kaul
cea569c987
Add Fina ( #2956 )
11 months ago
Thomas Kaul
d4afa03505
Bugfix/fix rendering issue with date range selector of assistant ( #2950 )
...
* Improve click handling
* Improve locales
* Update changelog
11 months ago
Thomas Kaul
faad65b6f3
Update translations ( #2940 )
...
* Update translations
* Update changelog
11 months ago
Thomas Kaul
e459c72100
Update OSS friends ( #2942 )
11 months ago
Thomas Kaul
b535aee91d
Remove reference to Internet Identity ( #2946 )
11 months ago
Arshad Jamal
e82dcc8ace
Feature/fix export in lazy-loaded activities table ( #2939 )
...
* Fix export in lazy-loaded activities table
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
11 months ago
Thomas Kaul
40b6777814
Add upgrade plan button ( #2937 )
11 months ago
Thomas Kaul
be93ca8968
Feature/migrate allocations page to work with filters of assistant ( #2933 )
...
* Migrate portfolio allocations to work with filters of assistant
* Update changelog
11 months ago