Commit Graph

879 Commits (5f4a8d505b91f1458005891e1f9105f562322295)

Author SHA1 Message Date
Thomas Kaul 402d73a12c
Bugfix/fix get quotes for multiple ghostfolio symbols (#758)
3 years ago
Thomas Kaul 4826a51199
Feature/improve handling of scraper configuration (#757)
3 years ago
Thomas Kaul 5a369f29d4
Feature/restructure portfolio summary tab (#754)
3 years ago
Thomas Kaul 122ba9046f
Add type (#751)
3 years ago
Thomas Kaul 7b6893b5ed
Feature/add support for emergency fund (#749)
3 years ago
Thomas Kaul 07799573cb
Harmonize button style (#748)
3 years ago
Thomas Kaul 0d897bc461
Improve table header (#746)
3 years ago
Thomas Kaul e4908b51aa
Feature/add context to logger (#745)
3 years ago
Thomas Kaul 99655604d9
Feature/add support for coupon duration (#743)
3 years ago
Thomas Kaul 50184284e1
Feature/upgrade ngx skeleton loader to 5.0.0 (#740)
3 years ago
Thomas Kaul c216ab1d76
Eliminate data source from order model (#730)
3 years ago
Thomas Kaul 86acbf06f4
Feature/add data provider errors to api response (#738)
3 years ago
Thomas Kaul 3de7d3f60e
Bugfix/improve account calculations (#737)
3 years ago
Thomas Kaul 5bb20f6d5f
Bugfix/fix undefined currencies after creating an activity (#731)
3 years ago
Thomas Kaul b3e58d182a
Feature/add support for click in portfolio proportion chart (#729)
3 years ago
Thomas Kaul 93d6746739
Refactoring (#727)
3 years ago
Thomas Kaul c02bcd9bd8
Feature/migrate to yahoo finance2 (#722)
3 years ago
Thomas Kaul 745ba978a3
Bugfix/fix zen mode (#723)
3 years ago
Thomas Kaul 46b91d3c3b
Feature/improve portfolio page (#721)
3 years ago
Thomas Kaul 68d07cc8d4
Release 1.119.0 (#719)
3 years ago
Thomas Kaul fed771525e
Feature/extend market data in admin panel (#716)
3 years ago
gizmodus a5771f601d
Improve calculation of overall performance percentage (#701)
3 years ago
Thomas Kaul 2a2a5f4da5
Feature/display features based on permissions (#714)
3 years ago
Thomas Kaul 122107c8a1
Feature/distinguish today s data point in admin panel (#711)
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)
3 years ago
Thomas Kaul dced06ebb5
Bugfix/improve allocations (#710)
3 years ago
Thomas Kaul baa6a3d0f0
Feature/restructure api modules (#706)
3 years ago
Thomas Kaul d3382f0809
Update time (#707)
3 years ago
Thomas Kaul 1eb4041837
Feature/move countries and sectors chart (#704)
3 years ago
Thomas Kaul 280030ae7f
Feature/add twitter bot for fear and greed index (#702)
3 years ago
Thomas Kaul 52e4504de9
Fix time in market (#700)
3 years ago
Thomas Kaul e0bb2b1c78
Feature/improve position detail dialog (#697)
3 years ago
Thomas Kaul 809ee97f6f
Add tests (#693)
3 years ago
Thomas Kaul 23da1bd293
Feature/add feature page (#694)
3 years ago
Thomas Kaul fa66cd5bce
Feature/add countries and sectors to position detail dialog (#692)
3 years ago
Thomas Kaul dcc7ef89fe
Release/1.114.1 (#689)
3 years ago
Thomas Kaul 76f70598e2
Feature/add support for wealth items (#666)
3 years ago
Thomas Kaul 86943a5f5b
Feature/harmonize big.js operators (#686)
3 years ago
gizmodus 6eb4eae4a9
Feature/fix twr performance 2 (#684)
3 years ago
Thomas Kaul 6ac693dd39
Feature/improve position of currency column (#685)
3 years ago
Thomas Kaul 82069da4e2
Bugfix/fix user account creation (#682)
3 years ago
gizmodus 9b5ec0c56d
Feature/fix twr performance (#679)
3 years ago
Thomas Kaul bed3e5aae2
Bugfix/fix horizontal overflow in activities table (#676)
3 years ago
Thomas Kaul 65bfe52db4
Feature/simplify admin user sign up (#675)
3 years ago
Thomas Kaul 48b524de5a
Feature/add export functionality to position detail dialog (#672)
3 years ago
Thomas Kaul 67d40333f6
Move currency column (#674)
3 years ago
Thomas Kaul f369996912
Bugfix/fix symbol selection of 7d data gathering (#670)
3 years ago
Thomas Kaul dc424a86ec
Feature/support deleting symbol profile data (#669)
3 years ago
Thomas Kaul 5d8bde5a70
Feature/access data source and symbol from symbol profile (#668)
3 years ago
Thomas Kaul 16360c0c67
Feature/minor code cleanup (#667)
3 years ago
Thomas Kaul 161cb82820
Bugfix/fix data source of fear and greed index (#663)
3 years ago
Thomas Kaul 8bd9330acc
Feature/improve usability of create or edit transaction dialog (#661)
3 years ago
Thomas Kaul 155c08d665
Transform data source (#658)
3 years ago
Thomas Kaul b8ad6d6662
Feature/improve import (#657)
3 years ago
Thomas Kaul 9d6977e3f7
Feature/support cryptocurrency mina protocol (#659)
3 years ago
Ronald Konjer 919b20197f
import csv with account name or id (#654)
3 years ago
Thomas Kaul 62885ea890
Feature/improve consistent use of symbol with data source (#656)
3 years ago
Thomas Kaul 65e151151b
Feature/increase fear and greed index to 90 days (#652)
3 years ago
Thomas Kaul 5d3bbb8f30
Feature/improve annualized performance (#651)
3 years ago
Thomas Kaul bcb7f5f522
Feature/add feature toggle for new calculation engine (#649)
3 years ago
gizmodus f15b33e950
Portfolio calculator rework (#632)
3 years ago
Thomas Kaul 9c086edffe
Feature/extend historical data view in admin control (#646)
3 years ago
Thomas Kaul 585f99e4df
Feature/add summary row to activities table (#645)
3 years ago
Thomas Kaul 9d907b5eb5
Bugfix/improve the redirection on logout (#642)
3 years ago
Thomas Kaul 38f2930ec6
Feature/improve data provider service (#637)
3 years ago
Thomas Kaul 556be61fff
Bugfix/fix unresolved account names in reports (#636)
3 years ago
Thomas Kaul 0a8d159f78
Bugfix/fix missing symbol profile data connection in import (#630)
3 years ago
Thomas Kaul 1a4109ebaa
Bugfix/fix fallback to load currencies directly from data provider (#629)
3 years ago
Thomas Kaul e344c43a5a
Bugfix/fix currency of value in position detail dialog (#627)
3 years ago
Thomas Kaul d6b78f3457
Feature/add links to statistics section (#626)
3 years ago
Thomas Kaul d3707bbb87
Bugfix/fix preselected default account in create activity dialog (#624)
3 years ago
Thomas Kaul 7df53896f3
Feature/start eliminating data source from order (#622)
3 years ago
Thomas Kaul b2b3fde80e
Bugfix/support multiple accounts with the same name (#623)
3 years ago
Thomas Kaul 075431d868
Feature/add google sheets as data source (#620)
3 years ago
Thomas Kaul 0168c1c4e8
Feature/exclude url pattern of shared portfolios in robots.txt (#619)
3 years ago
Thomas Kaul 07de8f87fc
Set market prices explicitly (#618)
3 years ago
Thomas Kaul 5882b7914d
Feature/add first months in open source blog post (#616)
3 years ago
Thomas Kaul 69c9e259b1
Bugfix/fix routing of create activity dialog (#615)
3 years ago
Thomas Kaul aca37a27f9
Feature/add top performers to analysis page (#613)
3 years ago
Thomas Kaul 9ac67b0af2
Feature/expose profile data gathering by symbol endpoint (#611)
3 years ago
Thomas Kaul 1e526852a7
Bugfix/fix mapping for russia in trackinsight data enhancer (#610)
3 years ago
Thomas Kaul e54638a684
Feature/improve analysis page (#609)
3 years ago
Thomas Kaul 0179823ad9
Feature/restructure about page (#608)
3 years ago
Thomas Kaul 029b7bed9a
Bugfix/improve error handling in position api endpoint (#607)
3 years ago
Thomas Kaul 635f10e2d0
Bugfix/hide data provider warning while loading (#605)
3 years ago
Thomas Kaul cebf879d67
Feature/refactor demo user (#604)
3 years ago
Thomas Kaul 124bdc028d
Bugfix/fix reload of position detail dialog (#603)
3 years ago
Thomas Kaul d69a69ce18
Bugfix/fix exception with market state (#602)
3 years ago
Thomas Kaul b291d9e031
Feature/refactor transactions to activities table (#600)
3 years ago
Thomas Kaul 6dcd801d05
Feature/extend statistics section with users in slack community (#596)
3 years ago
Thomas Kaul 77065dac50
Feature/add date range selector to holdings tab (#595)
3 years ago
Thomas Kaul 438484879d
Bugfix/fix creation of historical data (#594)
3 years ago
Thomas Kaul e37a650c70
Bugfix/fix scrolling issue in position detail dialog on mobile (#593)
3 years ago
Thomas Kaul 9e1a7fc981
Feature/dividend (#547)
3 years ago
Thomas Kaul ff638adf03
Feature/add transactions to position detail dialog (#591)
3 years ago
Thomas Kaul db1d474ddf
Feature/more discreet data provider warning (#589)
3 years ago
Thomas Kaul ee397c8047
Bugfix/fix file type detection for import (#587)
3 years ago
Thomas Kaul 9d3610331a
Add guard (#582)
3 years ago
Thomas Kaul 0043b44670
Feature/improve data gathering for currencies (#581)
3 years ago
Thomas Kaul bbc4e64cb4
Bugfix/filter currencies with null value (#579)
3 years ago
Thomas Kaul 8f583709ef
Feature/add support for cosmos and polkadot (#577)
3 years ago
Thomas Kaul 4c30212a72
Feature/improve data gathering (#576)
3 years ago
Thomas Kaul 3b9a8fabb5
Clean up (#574)
3 years ago
Thomas Kaul 3435b3a348
Feature/make the csv import more flexible (#573)
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)
3 years ago
Thomas Kaul 9f545e3e2b
Feature/add cryptocurrency solana (#563)
3 years ago
Thomas Kaul 1602f976f0
Feature/convert errors to warnings in portfolio calculator (#562)
3 years ago
Thomas Kaul e78755c280
Replace OrderType with Type (prisma) (#560)
3 years ago
Thomas Kaul 7772684413
Bugfix/fix permission for system status page (#559)
3 years ago
Thomas Kaul 955302666e
Bugfix/improve redirection on logout (#558)
3 years ago
Thomas Kaul ddce8cc7f9
Feature/support update of historical data (#557)
3 years ago
Thomas Kaul aca0d77e91
Feature/add line chart to historical data view (#555)
3 years ago
Thomas Kaul 0806d0dc92
Bugfix/fix hidden statistics values (#552)
3 years ago
Thomas Kaul e518bc3779
Feature/clean up all time high and low from performance endpoint (#551)
3 years ago
Thomas Kaul eff807dd9a
Add tests for yahoo Finance symbol conversion (#550)
3 years ago
Thomas Kaul 155bf67f60
Bugfix/fix symbol conversion from yahoo finance with hyphen (#549)
3 years ago
Thomas Kaul 83ba5f3d9f
Feature/add intro image for dark mode (#540)
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)
3 years ago
Thomas Kaul ed7209fb53
Feature/remove transactions import limit (#536)
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)
3 years ago
Thomas Kaul 78e0fdb0ca
Add coupon system (#529)
3 years ago
Thomas Kaul d09cad4e05
Feature/read only mode (#520)
3 years ago
Thomas Kaul 069660afe4
Feature/increase fear and greed index to 10 days (#525)
3 years ago
Thomas Kaul 4d9a223491
Feature/add system message (#519)
3 years ago
Thomas Kaul aed8f5cf04
Feature/upgrade prisma to version 3.6.0 (#518)
3 years ago
Thomas Kaul 1beb4de62f
Feature/support additional currencies (#517)
3 years ago
Thomas Kaul 3e82de6b21
Feature/add historical data chart of fear and greed index (#515)
3 years ago
Thomas Kaul 563f354e7e
Feature/symbol to uppercase to avoid duplicates (#514)
3 years ago
Thomas Kaul e96e6c717c
Feature/enable import by default (#513)
3 years ago
Thomas Kaul 961774ce9f
Feature/improve market data detail (#511)
3 years ago
Thomas Kaul 49f46e1a1e
Bugfix/improve allocations by currency with cash balances (#508)
3 years ago
Thomas Kaul 4908e6d35d
Bugfix/fix data gathering of fear and greed index (#505)
3 years ago
Thomas Kaul 11be6f630f
Feature/expose data gathering by symbol (#503)
3 years ago
Thomas Kaul 85d123e1b1
Fix colspan (#502)
3 years ago
Thomas Kaul 1f042ee791
Feature/eliminate redundant storage of historical exchange rates (#500)
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)
3 years ago
Thomas Kaul fcf07a0fd1
Clean up (#496)
3 years ago
Thomas Kaul 2f402c0c8e
Feature/introduce tabs with routing to home page (#495)
3 years ago
Thomas Kaul a24a094407
Feature/introduce tabs to admin control panel (#494)
3 years ago
Thomas Kaul 72067459d6
Feature/add value to position detail dialog (#492)
3 years ago
Thomas Kaul 705441ecf8
Bugfix/fix line chart labels (#491)
3 years ago
Thomas Kaul fbd1475402
Feature/upgrade core dependencies (#490)
3 years ago
Thomas Kaul 1c2ca5b96b
Feature/accentuate all time high and low (#428)
3 years ago
Thomas Kaul 572bfc59b8
Add guards (#486)
3 years ago
Thomas Kaul f6acf5207b
Feature/add value to positions table (#484)
3 years ago
Valentin Zickner 80782f1098
add support for euro cryptocurrencies, ALGO and remove unknown crypto… (#480)
3 years ago
Thomas Kaul bc58ee86ca
Feature/usability improvements in the create or edit transaction dialog (#483)
3 years ago
Thomas Kaul 0cb632b165
Improve wording (#482)
3 years ago
Thomas Kaul 904dec040e
Feature/add testimonial (#479)
3 years ago
Thomas Kaul fc6c81fe02
Bugfix/fix footer row border in dark mode (#478)
3 years ago
Thomas Kaul f8f36e4f4e
Bugfix/fix accounts table footer on mobile (#475)
3 years ago
Thomas Kaul 5e7cf9d0b6
Feature/hide get started button on registration page (#474)
3 years ago
Thomas Kaul e1932eb5a1
Bugfix/exclude drafts from transaction count (#473)
3 years ago
Thomas Kaul 3032126508
Feature/add footer row to accounts table (#471)
3 years ago
Thomas Kaul a50b55da75
Clean up (#470)
3 years ago
Thomas Kaul d2fabe7ce4
Feature/add value column to accounts table (#468)
3 years ago
Thomas Kaul a42700b9fe
Feature/introduce data gathering progress (#467)
3 years ago
Thomas Kaul 9df8541145
Feature/log logo on server start (#466)
3 years ago
Thomas Kaul 239bd09cbd
Feature/move market mood to tab (#463)
3 years ago
Thomas Kaul cd76f89902
Feature/increase decimal places for cryptocurrencies (#462)
3 years ago
Thomas Kaul b9522307c4
Feature/various client improvements (#460)
3 years ago
Thomas Kaul e01e039a00
Release 1.72.0 (#459)
3 years ago
Thomas Kaul d60b444324
Release/1.71.0 (#458)
3 years ago
Thomas Kaul d999a27159
Feature/move scraper configuration to symbol profile (#456)
3 years ago
Thomas Kaul b6902e10ea
Feature/improve import json file validation (#455)
3 years ago
Thomas Kaul 678544748a
Add symbol mapping (#452)
3 years ago
Thomas Kaul 87301ddbd5
Feature/improve registration page (#451)
3 years ago
Thomas Kaul edb66bb166
Feature/extend statistics (#449)
3 years ago
Thomas Kaul 54bbc8446b
Feature/prettify scraper symbol in chart (#448)
3 years ago
Thomas Kaul 1397cd62a8
Feature/extend public page (#445)
3 years ago
Valentin Zickner e7fb31d1a6
add Dockerfile with all in one docker image (#431)
3 years ago
Thomas Kaul 9133ea38f3
Feature/order accesses (#441)
3 years ago
Thomas Kaul a864c617b9
Feature/improve landing page (#442)
3 years ago
Thomas Kaul 2de0e75cb8
Feature/add user interface for granting and revoking public access (#439)
3 years ago
Thomas Kaul 1296f95602
Feature/move data enhancer from data provider to data gathering (#437)
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)
3 years ago
Thomas Kaul 6dea9093ba
Feature/add public portfolio (#426)
3 years ago
Thomas Kaul 1d9a31dbb8
Improve styling (#423)
3 years ago
Thomas Kaul b57301ef50
Feature/extend import validation message (#421)
3 years ago
Thomas Kaul 2e5176bacf
Feature/extend import by csv files (#419)
3 years ago
Thomas Kaul f06a0fbbee
Feature/validate duplicate orders for import (#416)
3 years ago
Thomas Kaul 4ab6a1a071
Feature/harmonize page layouts (#417)
3 years ago
Thomas Kaul 93dcbeb6c7
Feature/add validation for import (#415)
3 years ago
Valentin Zickner f308ae7a13
add sectors and countries for ETFs (#410)
3 years ago
Thomas Kaul 15a61b7a20
Feature/improve values of global heat map (#408)
3 years ago
Thomas Kaul d1eedf9726
Bugfix/various fixes (#407)
3 years ago
Thomas Kaul de94494aa0
Bugfix/fix symbol conversion for yahoo finance (#405)
3 years ago
Thomas Kaul 3ec4a73b35
Feature/improve tooltips (#403)
3 years ago
Thomas Kaul 1050bfa098
Feature/improve yahoo finance symbol conversion (#402)
3 years ago
Thomas Kaul 8769fe4c90
Improve styling (#399)
3 years ago
Thomas Kaul 4219e1121e
Improve style (#398)
3 years ago
Thomas Kaul f558eb8de8
Fix template (#397)
3 years ago
Thomas Kaul fe2bd6eea8
Feature/protect endpoints (#396)
3 years ago
Thomas Kaul 035052be99
Feature/improve exchange rates table (#394)
3 years ago
Thomas Kaul 39d9828f9f
Feature/respect account currency in exchange rate data service (#391)
3 years ago
Thomas Kaul 6333aa972d
Bugfix/fix data gathering after seed (#390)
3 years ago
Thomas Kaul dcee651098
Feature/support unlimited currencies (#387)
3 years ago
Thomas Kaul 508a48f4c3
Feature/hide actions in presenter view (#380)
3 years ago
Thomas Kaul 8466e3d73f
Feature/always show adapted portfolio page (#388)
3 years ago
Thomas Kaul 9ae9904389
Feature/add story for line chart component (#385)
3 years ago
Thomas Kaul af022ae316
Feature/add story for portfolio proportion chart component (#384)
3 years ago
Thomas Kaul 98be8745d9
Bugfix/fix create or edit transaction dialog (#382)
3 years ago
Thomas Kaul 0f72673ef4
Feature/respect data source in symbol data endpoint (#370)
3 years ago
Thomas Kaul 641fe4e8f4
Bugfix/net performance in positions endpoint (#377)
3 years ago
Thomas Kaul 5b588c2000
Bugfix/hide the current net performance (#373)
3 years ago
Thomas Kaul 4a815d2031
Feature/change data gathering selection (#368)
3 years ago
Valentin Zickner d2aeeb3e88
optimize annual performance calculation (#367)
3 years ago
Thomas Kaul 5ea455b98b
Feature/upgrade simplewebauthn dependencies to version 4.1.0 (#365)
3 years ago
Thomas Kaul 39f315aba0
Feature/add annualized performance (#364)
3 years ago
Thomas Kaul df2dfc20a1
Feature/add slack channel (#363)
3 years ago
Thomas Kaul 5d4156ecec
Feature/refactor position detail dialog (#355)
3 years ago
Thomas Kaul 773444b1e2
Bugfix/fix home button overlap on ios (#360)
3 years ago
Thomas Kaul 3c46bde8d5
Bugfix/fix fear and greed index (#359)
3 years ago
Matthias Frey 63ee33b685
Use 'import type' to import types, eliminate webpack warnings (#358)
3 years ago
Thomas Kaul 9ed82ac82b
Feature/improve labels of allocation chart by symbol (#353)
3 years ago
Ivo Valchev 9c9ca4ab1e
Add labels to allocation piecharts (#337)
3 years ago
Thomas Kaul 9cbf789c22
Bugfix/fix values in position detail dialog (#351)
3 years ago
Thomas Kaul ee5ab05d8a
Release 1.47.1 (#350)
3 years ago
Thomas Kaul bf8856ad19
Bugfix/fix search for cryptocurrencies (#348)
3 years ago
Valentin Zickner 48ab862bb6
net performance for current positions (#330)
3 years ago
Thomas Kaul ba234a470e
Feature/add storybook story for trend indicator component (#346)
3 years ago
Thomas Kaul ccae660104
Feature/add storybook story for no transactions info component (#345)
3 years ago
Thomas Kaul 21ed91d184
Feature/add storybook story for logo component (#344)
3 years ago
Thomas Kaul 5fd413e57e
Feature/setup storybook (#332)
3 years ago
Thomas Kaul 4c194c938a
Feature/add contributors count to statistics (#342)
3 years ago
Thomas Kaul 747e5b63fa
Feature/restructure allocations page including allocations by symbol (#333)
3 years ago
Ivo Valchev b1187cf880
Add a new symbol allocation chart (#326)
3 years ago
Thomas Kaul ba9e6eab58
Feature/add link to transactions below holdings (#329)
3 years ago
Ivo Valchev 01feead017
Show decimal `transactionCount` and singular for 1 transaction (#327)
3 years ago
Thomas Kaul 6386786ac0
Bugfix/improve symbol lookup (#322)
3 years ago
Thomas Kaul 73a967a7e5
Feature/add cash as asset sub class (#319)
3 years ago
Thomas Kaul c5bb3023d3
Bugfix/filter out positions without quantity (#317)
3 years ago
Thomas Kaul fe975945d1
Feature/add fallback for loading currencies (#315)
3 years ago
Thomas Kaul d8782b0d4c
Feature/automate countries for stocks in symbol profile data (#314)
3 years ago
Thomas Kaul 72c065a59d
Feature/introduce asset sub class (#312)
3 years ago
Thomas Kaul 98dac4052a
Feature/add subscription type to the admin user table (#311)
3 years ago
Thomas Kaul 2083d28d02
Feature/minor improvements in the page components (#310)
3 years ago
Thomas Kaul aad8f77093
Feature/improve allocations by account (#308)
3 years ago
Thomas Kaul a904208d06
Feature/improve table styling (#307)
3 years ago
Thomas Kaul 2733b78044
Minor improvement (#306)
3 years ago
Thomas Kaul b43b515df1
Feature/add link to system status page (#305)
3 years ago
Thomas Kaul 70e14b4d3c
Feature/improve restricted view mode (#304)
3 years ago
Thomas Kaul c2ab6a6c44
Feature/improve portfolio details endpoint (#302)
3 years ago
Thomas Kaul c71a4c078e
Bugfix/convert g bp to gbp in yahoo finance service (#301)
3 years ago
Thomas Kaul e17b217032
Bugfix/fix issue on buy date in position detail dialog (#297)
3 years ago
Thomas Kaul 05b0efef82
Feature/add restricted view (#295)
3 years ago
Thomas Kaul 7c91727eb1
Feature/restructure allocations page (#294)
3 years ago
Thomas Kaul 0ee2258af8
Feature/improve impersonation mode (#293)
3 years ago
Valentin Zickner 308b218487
introduce basic module structure for data provider (#278)
3 years ago
Thomas 77936e3bf3
Feature/improve users table (#291)
3 years ago
Thomas 13090bf6b5
Feature/add overview menu item on mobile (#290)
3 years ago
Thomas b898c0678d
Feature/refactor exchange rate service (#289)
3 years ago
Thomas 96a615dc5d
Bugfix/only allow supported currencies in symbol search (#287)
3 years ago
Thomas 98f44323da
Feature/improve usability of tabs on home page (#283)
3 years ago
Thomas 908aba170d
Fix position chart for missing historical data (#284)
3 years ago
Thomas 8ac1272a9d
Feature/eliminate name from scraper config (#277)
3 years ago
Thomas 0a85a56c67
Respect cash balance in allocations, do not hide cryptocurrency holdings (#280)
3 years ago
Thomas 4ad5590838
Feature/improve data gathering (#276)
3 years ago
Thomas 80d043729d
Feature/replace type with asset class (#274)
3 years ago
Thomas 178166d86b
Extend investment chart by three months (#273)
3 years ago
Thomas 37358fb480
Bugfix/add fallback if exchange service is not initialized (#264)
3 years ago
Thomas 616d601cf6
Improve wording (#275)
3 years ago
Thomas e88b889fdd
Feature/optimize accounts table for mobile (#271)
3 years ago
Thomas f6cdc4ff47
Feature/disable pagination of tabs (#272)
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)
3 years ago
Thomas f743c03e17
Feature/restructure page hierarchy (#259)
3 years ago
Valentin Zickner dfcf826b4f
implement support for buy-sell(-buy) scenario (#262)
3 years ago
Valentin Zickner 218efbb5bd
fix position diagram for sold items (#261)
3 years ago
Valentin Zickner ba3b4564cd
Bugfix/dashboard currencies (#260)
3 years ago
Valentin Zickner bf256ae50c
fix position currency conversion (#256)
3 years ago
Thomas c4b6273886
Clean up viewport scroller (#255)
3 years ago
Thomas 7f047362cc
Bugfix/fix division by zero in calculate overall gross performance (#253)
3 years ago
Thomas 94d2310217
Bugfix/fix spike of positions with differing currency of user (#248)
3 years ago
Thomas b7d950f3f9
Bugfix/fix missing market state in positions (#250)
3 years ago
Thomas b7943889da
Feature/add screenshot (#251)
3 years ago
Thomas 4bd41ffa41
Feature/eliminate name from timeline position (#245)
3 years ago
Thomas 423ceec317
Feature/remove symbol icon from dialog header (#244)
3 years ago
Valentin Zickner 5b4a1785ae
fix investment values for portfolio.service.ts (#243)
3 years ago
Thomas 823501f43e
Sort imports (#242)
3 years ago
Valentin Zickner 331ac7ded2
remove unused method in portfolio.service.ts (#240)
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
3 years ago
Valentin Zickner de83dc7b84 create investment endpoint for analysis timeline
3 years ago
Valentin Zickner 4a0695613e refactor PortfolioService#getOverview
3 years ago
Valentin Zickner 328d814922 remove getPerformance from portfolio.ts
3 years ago
Valentin Zickner d23addb673 change getDetails to portfolio-calculator.ts
3 years ago
Thomas fb15cebb64 Add test (#237)
3 years ago
Valentin Zickner 9c51a257ae fix performance of combination of investments
3 years ago
Thomas f9b9dc32cb Always show positions title
3 years ago
Thomas e7194ef3ce Use new positions service
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)
3 years ago
Valentin Zickner ed731afc66 fix market price fetch in case symbols are missing
3 years ago
Thomas ff15d5cbc4 Rename performance labels
3 years ago
Thomas 3c4949de35 Hide net performance
3 years ago
Thomas bd0e53525b Refactoring
3 years ago
Thomas cbdb68e2f8 Refactoring
3 years ago
Thomas 8571709014 Refactoring
3 years ago
Thomas e7ef1d426e Refactoring
3 years ago
Thomas 39cba0a8eb Refactoring
3 years ago
Thomas a90c314e30 Refactoring
3 years ago
Thomas 47d71405e1 Refactoring
3 years ago
Thomas 5e9cecc6c1 Refactoring
3 years ago
Thomas fb9e66318f Improve test
3 years ago
Thomas b8194eb64f Clean up code
3 years ago
Thomas cbb81916ee Sort imports
3 years ago
Valentin Zickner 9b1e9397a8 add errors in case gross performance is not set
3 years ago
Valentin Zickner b779964adb add error handling to performance aggregation
3 years ago
Valentin Zickner 409afac2a9 fix rate conversion for todays symbols
3 years ago
Thomas e0a4e16ea1 Improve error handling
3 years ago
Valentin Zickner dc84abdc0a change performance report to portfolio calculator
3 years ago
Valentin Zickner b031b028f1 add today to getValues
3 years ago
Valentin Zickner 3b7e0a0106 remove unnecessary if condition
3 years ago
Valentin Zickner ea66081073 move interfaces to separate files
3 years ago
Valentin Zickner 602a770a09 fix typo
3 years ago
Thomas e522722aa6 Update comment
3 years ago
Valentin Zickner 03ca5d7663 add further tests for portfolio-calculator with one transaction
3 years ago
Valentin Zickner 136563c949 fix single buy test
3 years ago
Thomas 948c45c602 Update test
3 years ago
Thomas e0be792e46 Re-enable all tests
3 years ago
Thomas c3d010135f Add test for single buy
3 years ago
Thomas d6a16a6093 Improve error handling
3 years ago
Valentin Zickner 34c13c80ec add error handling for current positions
3 years ago
Valentin Zickner f65a108436 change hardcoded timestamp in test to timezone specific
3 years ago
Valentin Zickner 993f066e08 remove console.time statements during portfolio calls
3 years ago
Valentin Zickner 852902d1ab add current position calculation with holding period return calculation
3 years ago
Thomas ee89822bfe Fix tests
3 years ago
Thomas e0435e5cad Add name to position
3 years ago
Thomas e2c23703dc Fix tests
3 years ago
Thomas 1226c26a9d Refactor positions
3 years ago
Valentin Zickner fdc89f7182 optimize performance of positions endpoint
3 years ago
Valentin Zickner 04e03bd080 add multi-date fetch for current values
3 years ago
Valentin Zickner 66e7ad3fd2 prepare for multi-day database fetch
3 years ago
Thomas b4dc21dd61 Implement new positions endpoint
3 years ago
Valentin Zickner 8a482e63b9 fix gross performance number type
3 years ago
Valentin Zickner aabfb39e8f optimize portfolio calculator to fetch all symbols for one day
3 years ago
Valentin Zickner cdc8faff7f add current position gross performance (percentage)
3 years ago
Valentin Zickner 7b696e39de add sorting and symbol as a result
3 years ago
Valentin Zickner c88ad2c225 change getValues to multiple symbols
3 years ago
Valentin Zickner cbe079ae66 ignore missing values
3 years ago
Valentin Zickner 8e4ee7feea optimize order loading
3 years ago
Valentin Zickner f1b3c61675 add additional time measurements
3 years ago
Thomas 24dc312367 Add logs to benchmark
3 years ago
Thomas 7ac7442f73 Declare functions explicitly as public
3 years ago
Thomas 099571437e Extend current rate service with getRange()
3 years ago
Thomas 7dac059a55 Sort imports
3 years ago
Thomas 48fbeda72d Sort imports
3 years ago
Thomas 19007cdc34 Optimize market data query
3 years ago
Thomas 5037393866 Support today in current rate service
3 years ago
Valentin Zickner ddf24163b4 optimize database query execution for portfolio chart
3 years ago
Valentin Zickner b26521c4bd add workaround for database date search
3 years ago
Valentin Zickner cfee6c1ddd add draft integration of new portfolio calculator to chart
3 years ago
Valentin Zickner 19bcd601d1 add gross performance
3 years ago
Valentin Zickner 836df69e68 add calculation of current investment
3 years ago
Valentin Zickner dd86adcea1 add investment to timeline calculation
3 years ago
Valentin Zickner 4f7628921d add timeline time point calculation
3 years ago
Valentin Zickner 88f0cb095d make it pretty
3 years ago
Valentin Zickner 7538133d09 implement getCurrentPositions of PortfolioCalculator
3 years ago
Thomas 67606e4026 Extend current rate service test
3 years ago
Valentin Zickner 9de56c32ac create base structure for portfolio rewrite
3 years ago
Thomas 1c65599a16
Feature/add blog (#218)
3 years ago
Thomas 61e667213e
Feature/add date range selector to positions tab (#234)
3 years ago
Thomas f0c6517019
Improve tabs layout (#232)
3 years ago
Thomas 80ba112bc0
Feature/change menu icon if menu open (#231)
3 years ago
Thomas 40696b425e
Feature/add tabs on the home page (#230)
3 years ago
Thomas cdcbe3ab71
Feature/various layout improvements (#224)
3 years ago
Thomas 6996e5a140
Feature/add data gathering for symbol profile data (#228)
3 years ago
Thomas be8d60968d
Feature/improve active menu button style (#227)
3 years ago
Thomas d53e5c4da5
Refactor auth guard (#226)
3 years ago
Thomas 9072cbdba1
Feature/add no transactions info on zen page (#222)
3 years ago
Thomas 120b691336
Bugfix/fix url to fear and greed index (#221)
3 years ago
Thomas bd4ad76953
Feature/remove pause in onboarding (#220)
3 years ago
Thomas 94d56f553f
Bugfix/fix chart on landing page (#219)
3 years ago
Thomas 51fbc538ca
Feature/set public stripe key dynamically (#216)
3 years ago
Thomas 39a76f7f40
Feature/add robots.txt (#215)
3 years ago
Thomas e4d325daab
Feature/various style improvements (#214)
3 years ago
Thomas b765df65d6
Improve wording (#213)
3 years ago
Thomas c7b7efae3b
Feature/import transactions (#212)
3 years ago
Thomas be5b58f49a
Bugfix/fix warn color (#211)
3 years ago
Thomas ecfe694f0b
Feature/export transactions (#209)
3 years ago