ghostfolio

Commit Graph

Author	SHA1	Message	Date
Thomas Kaul	72e75208df	Bugfix/fix position detail dialog close functionality (#3396 ) * Handle holding detail dialog open functionality in a single place (AppComponent) * Update changelog	7 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	7 months ago
Thomas Kaul	74f4323903	Feature/increase spacing around floating action buttons (#3385 ) * Increase spacing around floating action buttons * Update changelog	7 months ago
Thomas Kaul	127dbf9dcd	Update translations (#3384 )	7 months ago
Thomas Kaul	4ad4fa2b30	Feature/clean up deprecated GET api/portfolio/positions endpoint (#3373 )	7 months ago
Thomas Kaul	053c7e591e	Feature/upgrade ionicons to version 7.4.0 (#3356 ) * Upgrade ionicons to version 7.4.0 * Update changelog	7 months ago
Thomas Kaul	9b5e350e3b	Feature/harmonize log message (#3343 )	7 months ago
Colin Seymour	378e57c3bc	Feature/add links to Home Assistant add-on (#3367 ) * Add links to Home Assistant add-on	7 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	7 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	7 months ago
Thomas Kaul	3f41e5c5de	Bugfix/fix locale in markets overview (#3369 ) * Fix locale if no user is logged in * Update changelog	7 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	7 months ago
Thomas Kaul	42b70ef568	Feature/improve performance labels in position detail dialog (#3363 ) * Improve performance labels (with and without currency effects) * Update changelog	7 months ago
Thomas Kaul	77beaaba08	Refactoring portfolio service (#3365 )	7 months ago
Thomas Kaul	0a53df4293	Feature/improve inactive user role (#3360 ) * Improve inactive role * Update changelog	7 months ago
Thomas Kaul	486de968a2	Bugfix/fix division by zero error in dividend yield calculation (#3354 ) * Handle division by zero * Update changelog	7 months ago
Thomas Kaul	a5833566a8	Feature/skip caching in portfolio calculator if active filters (#3348 ) * Skip caching if active filters * Update changelog	7 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	7 months ago
Thomas Kaul	4efd5cefd8	Bugfix/calculation of portfolio summary caused by future liabilities (#3342 ) * Adapt date of future activities * Update changelog	7 months ago
Thomas Kaul	e10707fde4	Add missing guard to fix public page (#3339 )	7 months ago
Thomas Kaul	4f41bac328	Feature/set up caching in portfolio calculator (#3335 ) * Set up caching * Update changelog	7 months ago
Thomas Kaul	cd07802400	Bugfix/fix historical market data gathering for asset profiles with manual data source (#3336 ) * Fix historical market data gathering for asset profiles with MANUAL data source * Update changelog	7 months ago
Thomas Kaul	b692b7432c	Feature/set up event system for portfolio changes (#3333 ) * Set up event system for portfolio changes * Update changelog	7 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	7 months ago
Thomas Kaul	46432edce9	Feature/extend faq by custom asset instructions (#3326 ) * Add instructions for custom asset * Update changelog	7 months ago
Thomas Kaul	990028316e	Refactor form controls to form getter (#3325 )	7 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	7 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	7 months ago
Thomas Kaul	1132dc9bdd	Feature/add unique constraint to account balance database schema (#3315 ) * Add accountId and date as unique constraint to AccountBalance schema * Update changelog	7 months ago
Thomas Kaul	2d70b18593	Remove links (#3306 )	7 months ago
Thomas Kaul	b6ea7d23fa	Bugfix/add total value in base currency to redacted values (#3313 ) * Add totalValueInBaseCurrency * Update changelog	7 months ago
Thomas Kaul	551b83a6e3	Bugfix/fix gaps in portfolio performance charts (#3311 ) * Fix gaps in charts * Update changelog	7 months ago
Thomas Kaul	895c4fe299	Improve style on mobile (#3310 )	7 months ago
Thomas Kaul	ccb1bf881e	Feature/improve language localization for de 20240420 (#3309 ) * Update translations * Update changelog	7 months ago
Thomas Kaul	7788b5a987	Improve messages (#3308 )	7 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>	7 months ago
Thomas Kaul	22d63c6102	Improve logging (#3304 ) * Improve logging	7 months ago
Thomas Kaul	212aa6a63b	Feature/add date range support to portfolio holdings page (#3303 ) * Add date range support * Update changelog	7 months ago
Thomas Kaul	bed9ae916c	Migrate UI components to standalone (#3302 )	7 months ago
Thomas Kaul	b6ad362850	Feature/remove date range support in activities table on portfolio activities page (#3301 ) * Remove date range support * Update changelog	7 months ago
Thomas Kaul	ab86dd5318	Add Home Assistant (#3291 )	7 months ago
Thomas Kaul	dba73d80a3	Improve logging (#3300 )	7 months ago
Thomas Kaul	92fb05320a	Migrate UI components to standalone (#3296 )	7 months ago
Thomas Kaul	73d62bb51f	Migrate UI components to standalone (#3290 )	7 months ago
Thomas Kaul	15857118fe	Feature/let data gathering queue jobs fail by throwing errors (#3281 ) * Let data gathering queue jobs fail by throwing errors * Update changelog	7 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	6c57609db8	Feature/move dividend fee and interest calculation to portfolio calculator (#3267 ) * Move dividend, feee and interest calculation 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	45340b581f	Bugfix/fix public page by including markets data (#3263 ) * Include markets data * Update changelog	8 months ago
Thomas Kaul	6f8fe45fc2	Update OSS Friends (#3258 )	8 months ago
Thomas Kaul	34d9ceb009	Feature/add support to immediately execute queue job (#3259 ) * Add support to immediately execute queue job * Update changelog	8 months ago
Thomas Kaul	2b97bbd05d	Move getChart() to portfolio calculator (#3255 )	8 months ago
Thomas Kaul	07c0e5a612	Feature/add currency to order database schema (#3251 ) * Add currency to Order database schema * Update changelog	8 months ago
Thomas Kaul	719bbe156e	Feature/optimize calculation of allocations by market (#3249 ) * Optimize calculation of allocations by market * Update changelog	8 months ago
Thomas Kaul	b51255a543	Feature/add key to x ray rule (#3248 ) * Add key * Update changelog	8 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)	8 months ago
Thomas Kaul	ca2e748c56	Bugfix/add missing tags in portfolio calculator (#3243 ) * Add missing tags * Update changelog	8 months ago
Thomas Kaul	6152ff4b44	Remove condition (#3242 )	8 months ago
Thomas Kaul	c6641fde36	Feature/add icon to create or update platform dialog (#3241 ) * Add platform icon * Update changelog	8 months ago
Thomas Kaul	4ae7e9fcbe	Feature/add icon to asset profile dialog (#3240 ) * Add asset profile icon * Update changelog	8 months ago
Thomas Kaul	c10ae431a2	Feature/extend faq by data providers (#3239 ) * Add data providers * Update changelog	8 months ago
Thomas Kaul	883e30e451	Feature/improve language localization for de 20240403 (#3236 ) * Update translations * Update changelog	8 months ago
Thomas Kaul	f1f4f6247d	Feature/validate url in create and update platform dto (#3235 ) * Validate url * Update changelog	8 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	8 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>	8 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	8 months ago
Thomas Kaul	efdc9b387f	Eliminate ghostfolio-style.scss (#3228 )	8 months ago
Thomas Kaul	d7b579e3e8	Feature/refactor getAnnualizedPerformancePercent to portfolio calculator (#3226 ) * Move getAnnualizedPerformancePercent() to portfolio calculator	8 months ago
Thomas Kaul	b8533050b0	Bugfix/fix duplicated tags in position detail dialog (#3224 ) * Fix duplicated tags * Update changelog	8 months ago
Thomas Kaul	1b81409b35	Add OpenAlternative logo (#3225 )	8 months ago
Francisco Silva	8cd6c34ed8	Feature/introduce portfolio calculator factory (#3214 ) * Introduce portfolio calculator factory * Update changelog	8 months ago
Thomas Kaul	0c68474802	Extract locales (#3223 )	8 months ago
qiaoy	af47889d65	Add Chinese translations (#3215 ) * Add Chinese translations	8 months ago
Thomas Kaul	51203ec96e	Feature/setup chinese (#3220 ) * Set up chinese * Update changelog	8 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	8 months ago
Thomas Kaul	5ffc39c32f	Feature/improve usability to delete asset profile (#3208 ) * Disable delete button for benchmarks * Update changelog	8 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	8 months ago
Thomas Kaul	63a61fb492	Move portfolio calculator (#3204 ) * Move portfolio calculator	8 months ago
Thomas Kaul	5788c6474e	Refactor portfolio calculator (#3203 ) * Refactor portfolio calculator * Consume Activity[] * Change computeTransactionPoints() to private * Eliminate getTransactionPoints() * Update changelog	8 months ago
Thomas Kaul	5529fdc0ee	Move transaction points to constructor (#3202 )	8 months ago
Thomas Kaul	88a9b518f6	Bugfix/fix issue with overridden names in activities table (#3200 ) * Fix issue with overridden names * Update changelog	8 months ago
Fedron	98de2355c4	Feature/Support overriding name of asset profile dialog (#3199 ) * Support overriding name of asset profile dialog * Update changelog	8 months ago
helgehatt	b41eb60348	Fix chart tooltip of benchmark comparator (#3167 ) * Fix chart tooltip of benchmark comparator * Update changelog	8 months ago
Christoph Califice	0edebe30e1	Feature/Add user account currency to export (#3194 ) * Add user account currency to export * Update changelog	8 months ago
Thomas Kaul	50391e199a	Feature/improve generation of random strings (#3196 ) * Replace Math.random() with crypto.randomBytes() * Update changelog	8 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	8 months ago
Thomas Kaul	458ef169f4	Feature/add support for toncoin cryptocurrency (#3189 ) * Add Toincoin * Update changelog	8 months ago
Thomas Kaul	87bf8df1c3	Bugfix/missing performance chart in presenter view (#3181 ) * Fix missing performance chart in presenter view * Update changelog	8 months ago
Thomas Kaul	3f7d6b25c7	Feature/extend faq by backup strategy (#3180 ) * Add backup strategy * Update changelog	8 months ago
Thomas Kaul	8a062e03ab	Feature/add benchmark name to tooltip of benchmark comparator (#3177 ) * Add benchmark name to chart tooltip * Update changelog	8 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	8 months ago
Thomas Kaul	61ecd15f1d	Feature/change edit button to a in admin market data page (#3164 ) * Change edit button to a * Update changelog	8 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	8 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	8 months ago
Thomas Kaul	ca674a654e	Feature/add symbol and isin to position detail dialog (#3163 ) * Add symbol and ISIN * Update translations * Update changelog	8 months ago
Thomas Kaul	7e28e42995	Feature/exclude fees from holdings (#3160 )	8 months ago
Thomas Kaul	e21563d903	Feature/increase timeout to load benchmarks (#3158 ) * Increase request timeout * Update changelog	8 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>	8 months ago
Thomas Kaul	a90c067da0	Clean up (#3157 )	8 months ago
Thomas Kaul	38c2baf943	Feature/improve exception handling of current investments in various rules (#3156 ) * Improve exception handling * Update changelog	8 months ago
Thomas Kaul	82c78cad6b	Format (#3155 )	8 months ago
Thomas Kaul	bffe6060bd	Pass portfolio calculator to getChart() (#3153 )	8 months ago
Thomas Kaul	841bd5c33f	Bugfix/fix dividend accumulation in symbol metrics (#3152 ) * Fix total dividend calculation * Update changelog	8 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	671e4e316b	Release 2.63.2 (#3138 )	9 months ago
Thomas Kaul	473136e9aa	Release 2.63.1 (#3135 ) * Release 2.63.1	9 months ago
Thomas Kaul	7a364472c8	Bugfix/fix liability issue in allocations (#3133 ) * Remove liabilities from allocations calculation * Update changelog	9 months ago
Thomas Kaul	e792924606	Update OSS friends (#3132 )	9 months ago
Thomas Kaul	d32dd5e860	Feature/upgrade countries list to version 3.1.0 (#3131 ) * Upgrade countries-list to version 3.1.0 * Update changelog	9 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	9 months ago
gizmodus	0bca8897d6	Fix average price calculation by only considering BUY transactions (#3125 ) * Fix average price calculation by only considering buy transactions * Update changelog	9 months ago
Thomas Kaul	eb75be8535	Optimize details endpoint (#3123 ) * Make summary optional * Introduce dedicated holdings endpoint * Update changelog	9 months ago
Thomas Kaul	6d2a897366	Refactor orders with activities (#3122 )	9 months ago
Thomas Kaul	d8bfb23f20	Refactor reduce() with getSum() (#3121 )	9 months ago
Gerard Du Pre	d9d71e7827	Fix issue with removing account from activity (#3112 ) * Fix issue with removing account from activity * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	9 months ago
Thomas Kaul	b642ce08e5	Refactor item type (#3119 )	9 months ago
Thomas Kaul	bc8d8309d4	Improve handling of future liabilities (#3118 ) * Improve handling of future liabilities * Refactor currentValue to currentValueInBaseCurrency * Update changelog	9 months ago
Thomas Kaul	1f2f9f22f2	Feature/remove environment variable web auth rp (#3115 ) * Remove environment variable WEB_AUTH_RP_ID * Update changelog	9 months ago
Thomas Kaul	7a3237f1ff	Adapt style of inactive users (#3114 )	9 months ago
Thomas Kaul	07661d9262	Feature/integrate dividend into transaction point concept (#3092 ) * Integrate dividend into transaction point concept * Update changelog	9 months ago
Gerard Du Pre	77358eed65	Feature/Include user role in admin endpoint (#3107 ) * Include user role in admin endpoint	9 months ago
Thomas Kaul	c54392b7bb	Bugfix/fix exception in account value calculation (#3109 ) * Fix exception in value of account calculation caused by liabilities * Update changelog	9 months ago
Gerard Du Pre	f3a8822a77	Feature/remove-v-from-version-in-admin-endpoint (#3101 ) * Remove "v" from version in admin endpoint	9 months ago
Thomas Kaul	f1dc075c36	Update translations (#3093 )	9 months ago
Thomas Kaul	c37ad9bad4	Bugfix/fix activities import (#3095 ) * Fix query parameter handling of booleans * Update changelog	9 months ago
Thomas Kaul	4ab3f81384	Extract getFactor() (#3089 ) * Extract getFactor() * Refactoring	9 months ago
Thomas Kaul	b932bac9aa	Feature/optimize summary calculation (#3088 ) * Optimize calculation * Update changelog	9 months ago
Thomas Kaul	40b454d2f3	Feature/refresh cryptocurrencies list 20240302 (#3085 ) * Update cryptocurrencies.json * Add UNI7083 * Update changelog	9 months ago
Thomas Kaul	5596e5f03b	Feature/integrate wealth items into transaction point concept (#3084 ) * Integrate (wealth) items into transaction point concept * Update changelog	9 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	9 months ago
Thomas Kaul	7f67430685	Bugfix/readd value in base currency to activity (#3078 ) * Readd valueInBaseCurrency * Update changelog	9 months ago
Thomas Kaul	5d7c19b0ed	Fix typo (#3076 )	9 months ago
Thomas Kaul	633c65e33c	Feature/extend self hosting faq (#3068 ) * Extend self-hosting FAQ * Update changelog	9 months ago
Søren Bjergmark	68e558f198	Feature/Improve activities import by ISIN number (#3051 ) * Improve activities import by ISIN number * Update changelog	9 months ago
Thomas Kaul	12ca01c862	Update OSS friends (#3066 )	9 months ago
Thomas Kaul	2115745471	Bugfix/fix issue with exchange rate calculation of wealth items in accounts (#3065 ) * Fix exchange rate calculatio of wealth items in accounts * Update changelog	9 months ago
Thomas Kaul	3615e2f057	Feature/improve handling of activities without account (#3060 ) * Improve handling of activities without account * Update changelog	9 months ago
Thomas Kaul	d3679d41b3	Bugfix/fix query to filter activities of excluded accounts (#3059 ) * Fix query to filter activities of excluded accounts * Update changelog	9 months ago
Thomas Kaul	f2d431a6b8	Bugfix/improve asset profile validation in activities import (#3057 ) * Improve asset profile validation * Update changelog	9 months ago
Thomas Kaul	2bc8bebfb8	Clean up dist folders (#3053 )	9 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	9 months ago
Søren Bjergmark	b060b81204	Fix debugging with VS Code due to missing Source Map (#3050 ) Fixes #2801	9 months ago
Søren Bjergmark	a8d557eb1b	Disable parallel execution of commands causing race condition between mkdir and cp (#3052 )	9 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	9 months ago
Thomas Kaul	88c19eb45e	Feature/restructure copy assets nx target (#3045 ) * Restructure copy-assets Nx target * Update changelog	9 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	9 months ago
Thomas Kaul	c002e37285	Feature/add missing default currency to prepare currencies function (#3042 ) * Add missing default currency * Update changelog	9 months ago
Thomas Kaul	6be38a1c19	Feature/remove is default flag from account database schema (#3041 ) * Remove isDefault flag from Account database schema * Update changelog	9 months ago
miles	a3178fb213	Feature/expose redis database via environment variable (#3036 ) * Expose Redis database via environment variable * Update changelog	9 months ago
Thomas Kaul	40836b745b	Feature/improve validation for currency in endpoints (#3030 ) * Improve validation for currency * Update changelog	9 months ago
Thomas Kaul	07eabac059	Feature/add missing database indexes part 2 (#3033 ) * Add missing database indexes (for orderBy and where clauses) * Update changelog	9 months ago
Thomas Kaul	48b412cfb8	Feature/harmonize setting of default locale (#3032 ) * Harmonize setting of default locale * Update changelog	9 months ago
Thomas Kaul	b62488628c	Prettify markup (#3029 )	9 months ago
Thomas Kaul	9acdb41aa2	Refactor params to object (#2987 )	9 months ago
Thomas Kaul	be7f6bb657	Feature/add inactive as user role (#3024 ) * Add INACTIVE as user role * Update changelog	9 months ago
Thomas Kaul	6f7cbc93b9	Add missing type (#3023 )	9 months ago
Thomas Kaul	0b5c71130d	Update OSS friends (#3008 )	9 months ago
Thomas Kaul	67ae86763e	Handle premium data provider in getQuotes() (#3020 ) * Handle premium data provider in getQuotes()	9 months ago
Thomas Kaul	266c0a9a2c	Feature/eliminate search request in get quotes of eod service (#3019 ) * Eliminate search request to get quotes * Update changelog	9 months ago
Thomas Kaul	a3cdb23776	Feature/refactor query to filter activities of excluded accounts (#3016 ) * Refactor query to filter activities of excluded accounts * Update changelog	9 months ago
Thomas Kaul	e1371a8d2b	Clean up (#3018 )	9 months ago
Thomas Kaul	448cea0b69	Feature/improve usability of holdings table (#3017 ) * Improve usability * Update changelog	9 months ago
Thomas Kaul	ad42c0bf28	Enable FAQ link for self-hoster (#3015 )	9 months ago
Thomas Kaul	f50670c7fe	Feature/improve language localization for de 20240217 (#3014 ) * Update translations * Update changelog	9 months ago
Thomas Kaul	2518a8fd9d	Feature/add accounts tab to position detail dialog (#3012 ) * Add accounts tab to position detail dialog * Update changelog	9 months ago
Thomas Kaul	29cb83d469	Bugfix/improve x axis scale of dividend and investment timeline (#3010 ) * Improve X-axis scale * Update changelog	9 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	9 months ago
Thomas Kaul	02cf4295a9	Feature/add loading indicator to dividend and investment timelines (#3007 ) * Add loading indicators * Dividend timeline * Investment timeline * Update changelog	9 months ago
Thomas Kaul	78b3328bf7	Add activities count (#3005 )	9 months ago
Thomas Kaul	e0d6d9e8ca	Migrate if / else to control flow (#3001 )	10 months ago
Thomas Kaul	54310f2214	Feature/add support for jupiter cryptocurrency (#2999 ) * Add JUP29210 * Update changelog	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	cc0ce18627	Bugfix/fix date conversion in import of historical market data (#2994 ) * Fix date conversion * Update changelog	10 months ago
Thomas Kaul	b758654158	Fix renew plan label (#2993 )	10 months ago
Thomas Kaul	fd294d4d2b	Migrate to control flow (#2992 )	10 months ago
Thomas Kaul	446c7cb517	Remove closing tags of mat-* components (#2989 )	10 months ago
Thomas Kaul	e921ed7f52	Reorder imports (#2988 )	10 months ago
Thomas Kaul	ef9d77312e	Introduce renewal-early-bird (#2982 )	10 months ago
Thomas Kaul	ccaf06360a	Feature/introduce admin setting to disable data gathering (#2981 ) * Introduce setting to disable data gathering * Update changelog	10 months ago
Thomas Kaul	f83e75df44	Feature/harmonize env variables of various api keys (#2980 ) * Harmonize env variables of various API keys * Update changelog	10 months ago
Thomas Kaul	fcbf2f1645	Feature/remove lazy from name of activities table (#2978 ) * Remove lazy from name * Update translations	10 months ago
Thomas Kaul	9fe90273c7	Feature/move assistant to general availability (#2977 ) * Move assistant from experimental to general availability * Update changelog	10 months ago
Thomas Kaul	4078229fe6	Feature/add button to apply filters in assistant (#2971 ) * Add apply filters button * Update changelog	10 months ago
Martin Mui	e7d4641d13	Feature/reload data on logo click (#2959 ) * Reload data on logo click * Update changelog	10 months ago
Thomas Kaul	35450ac004	Bugfix/add missing data provider info to search results of coingecko (#2967 ) * Add missing data provider info * Update changelog	10 months ago
Thomas Kaul	87529490c3	Feature/refresh cryptocurrencies list 20240205 (#2961 ) * Update cryptocurrencies.json * Update changelog	10 months ago
Thomas Kaul	893e76f83f	Feature/provide data provider info in search (#2958 ) * Provide data provider info in search * Update changelog	10 months ago
Thomas Kaul	06ba7a4b1b	Feature/extend assistant by asset class selector (#2957 ) * Remove tabs * Add asset class selector * Update changelog	10 months ago
Thomas Kaul	cea569c987	Add Fina (#2956 )	10 months ago
Hey	2a38a16f6b	Feature/Improve error logs for timeout in data provider services (#2953 ) * Improve error logs for timeout in data provider services * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	10 months ago
Thomas Kaul	d4afa03505	Bugfix/fix rendering issue with date range selector of assistant (#2950 ) * Improve click handling * Improve locales * Update changelog	10 months ago
Thomas Kaul	c9237146e2	Feature/add investment value to chart (#2948 ) * Add investment value to chart * Update changelog	10 months ago
Thomas Kaul	faad65b6f3	Update translations (#2940 ) * Update translations * Update changelog	10 months ago
Thomas Kaul	e459c72100	Update OSS friends (#2942 )	10 months ago
Thomas Kaul	b535aee91d	Remove reference to Internet Identity (#2946 )	10 months ago
Thomas Kaul	4434d0315f	Remove unused timeline calculation (#2947 )	10 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>	10 months ago
Thomas Kaul	40b6777814	Add upgrade plan button (#2937 )	10 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	10 months ago
Thomas Kaul	0436cc6487	Migrate ngx-skeleton-loader components to self-closing tags (#2935 )	10 months ago
Thomas Kaul	857708dc4d	Migrate gf-* components to self-closing tags (#2934 )	10 months ago
Thomas Kaul	1ca4f885b0	Feature/migrate holdings page to work with filters of assistant (#2932 ) * Migrate portfolio holdings to work with filters of assistant * Update changelog	10 months ago
Thomas Kaul	29423efea3	Update translations (#2930 )	10 months ago
Thomas Kaul	f3ee99fb2b	Feature/extend assistant by account selector (#2929 ) * Add account selector to assistant * Update changelog	10 months ago
Francisco Silva	3df8810412	Feature/Add support to grant private access with permissions (#2870 ) * Add support to grant private access with permissions * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	10 months ago
Thomas Kaul	b8ca88c6df	Add auto-renewal (#2920 )	10 months ago
Thomas Kaul	9fdbd22cb5	Bugfix/fix activities import for manual data source (#2923 ) * Fix import * Update changelog	10 months ago
Thomas Kaul	8f5f4c5875	Feature/format name in eod historical data service (#2922 ) * Format name * Update changelog	10 months ago
Thomas Kaul	50fb82a6e6	Extend personal finance tools (#2925 )	10 months ago
Thomas Kaul	2c10cd7edf	Bugfix/remove holdings with incomplete data from top3 bottom3 performers (#2921 ) * Remove holdings with incomplete data * Update changelog	10 months ago
Thomas Kaul	bbde86c66e	Feature/improve language localization for de 20240124 (#2918 ) * Update translations * Update changelog	10 months ago
Thomas Kaul	b39c97ab9f	Bugfix/improve validation for non numeric results in eod service (#2916 ) * Improve validation of non-numeric numbers * Update changelog	10 months ago
Thomas Kaul	09ce8b1cd0	Feature/add support for importing dividends from eod (#2910 ) * Add support for importing dividends * Update changelog	10 months ago
Cédric Meuter	a5ed49fe4c	Feature/Add date range selector to assistant (#2905 ) * Add date range selector including WTD and MTD to assistant * Update changelog	10 months ago
Thomas Kaul	5c23ece62c	Feature/improve usability of benchmark management (#2904 ) * Add icon * Update changelog	10 months ago
Cédric Meuter	4e9e3f7b6b	Feature/Add `wtd` and `mtd` as possible values for date range (#2902 ) * Add `wtd` and `mtd` as possible values for date range 'wtd': week-to-date (from the start of the week) 'mtd': month-to-date (from the start of the month) * Update changelog	10 months ago
Thomas Kaul	f2803aecbc	Add guard (#2898 )	10 months ago
Thomas Kaul	5ba5b86d5f	Feature/improve handling of derived currencies (#2891 ) * Improve handling of derived currencies * Update changelog	10 months ago
Thomas Kaul	6167f105fe	Refactoring (#2897 )	10 months ago
Thomas Kaul	8d5f2fd91d	Fix fee conversion (#2896 ) * Fix fee conversion * Update changelog	10 months ago
Thomas Kaul	4ac661fb94	Feature/improve language localization for de 20240120 (#2894 ) * Improve translations * Update changelog	10 months ago
Thomas Kaul	e763bfb2e2	Feature/improve labels in portfolio evolution chart and investment timeline (#2892 ) * Improve labels * Update changelog	10 months ago
Thomas Kaul	0ee632470e	Improve typings (#2889 )	10 months ago
Hugo Persson	c918deeb1c	Feature/Support for editing countries and sectors (#2854 ) * Add support for editing countries and sectors * Update changelog	10 months ago
Thomas Kaul	00895b7bb1	Feature/increase timeout to load historical data in data provider service (#2887 ) * Increase timeout to load historical data * Update changelog	10 months ago
Thomas Kaul	bff60ddbe0	Feature/improve asset profile validation in activities import for manual data source (#2886 ) * Improve asset profile validation for MANUAL data source * Update changelog	10 months ago
Thomas Kaul	7b45a8b3fc	Introduce type (#2885 )	10 months ago
Thomas Kaul	693791d113	Feature/add validation of search results in eod historical data service (#2883 ) * Validate currency * Update changelog	10 months ago
TobiasXy	1b2d2a9860	Feature/Add holdings tab to account detail dialog (#2853 ) (#2864 ) * Feature/Add holdings tab to account detail dialog (#2853) * Update changelog	11 months ago
Thomas Kaul	74ca058364	Extend pricing page section (#2876 )	11 months ago
Thomas Kaul	ba3cf82c6e	Feature/increase robustness of exchange rates by always getting quotes (#2875 ) * Always get quotes (with fallback to historical data) * Update changelog	11 months ago
Thomas Kaul	440dc470fa	Bugfix/fix currency inconsistency with conversion of ZAR to ZAc (#2869 ) * Fix conversion from ZAR to ZAc * Update changelog	11 months ago
Thomas Kaul	165ca94f5b	Feature/improve alignment in portfolio performance component (#2867 ) * Improve alignment * Update changelog	11 months ago
Thomas Kaul	c418e75139	Bugfix/fix currency in error log in exchange rate data service (#2868 ) * Fix currency * Update changelog	11 months ago
Thomas Kaul	005890d785	Improve extractNumberFromString() for international number formats (#2843 ) * Set up test * Add support for international formatted numbers * Expose locale in scraper configuration * Update changelog	11 months ago
Thomas Kaul	256c020e88	Feature/improve indicator for delayed market data (#2862 ) * Improve indicator for delayed market data * Update changelog	11 months ago
Thomas Kaul	5fa3388609	Feature/break down performance into asset and currency (#2863 ) * Break down performance into asset and currency * Nullify values * Update changelog	11 months ago
gizmodus	be801b481e	Feature/Add exchange rate effects to portfolio calculation (#2834 ) * Add exchange rate effects to portfolio calculation * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	11 months ago
Thomas Kaul	a72e98f73c	Add AllInvestView (#2861 )	11 months ago
Thomas Kaul	edfdc0c346	Feature/improve chart size in asset profile details dialog (#2849 ) * Improve chart size * Update changelog	11 months ago
Thomas Kaul	a47829082e	Bugfix/fix hidden fifth tab on mobile (#2848 ) * Fix hidden fifth tab * Update changelog	11 months ago
Thomas Kaul	dc8b60eeb1	Rename "Jobs" to "Job Queue" (#2847 )	11 months ago
Thomas Kaul	7755a6b655	Update translations (#2841 )	11 months ago
Thomas Kaul	d7f72819de	Feature/extend assistant by tag selector (#2838 ) * Extend assistant by tag selector * Update changelog	11 months ago
Thomas Kaul	2a4d7bf14f	Feature/improve language localization for de 20240106 (#2837 ) * Update translations * Update changelog	11 months ago
Thomas Kaul	d49287922f	Feature/refresh cryptocurrencies list 20240106 (#2835 ) * Update cryptocurrencies.json * Update changelog	11 months ago
Thomas Kaul	ac0f6f40cf	Remove closing tags (#2816 )	11 months ago
Tanguy Herbron	d91f947ab0	Feature/Add Coingecko api keys support (#2827 ) * Add CoinGecko API keys support * Update changelog	11 months ago
Francisco Silva	62f85293e2	#2820 Grant private access (#2822 ) * Grant private access * Update changelog	11 months ago
Thomas Kaul	6a048cee85	Feature/add hint for twr to portfolio summary (#2824 ) * Add hint for TWR * Add TWR to README.md * Update changelog	11 months ago
Thomas Kaul	0d93612d16	Feature/improve style of assistant (#2828 ) * Minor style improvements * Update changelog	11 months ago
Hugo Persson	371f1dc451	Feature/support rest api in scraper (#2810 ) * Support REST APIs in scraper * Update changelog	11 months ago
Thomas Kaul	5cb2ec6411	Feature/Improve user interface of access table (#2821 ) * Improve alignment * Update changelog	11 months ago
Thomas Kaul	4c30e9459d	Feature/extend assistant by date range selector (#2815 ) * Extend assistant by date range selector * Update changelog	11 months ago
Thomas Kaul	23d323073d	Fix performance percentage for 1d (#2814 ) * Fix performance percentage for 1d * Improve response of positions endpoint * Update changelog	11 months ago
Thomas Kaul	0ad734262a	Bugfix/improve tabs on ios (#2811 ) * Improve tabs on iOS (Add to Home Screen) * Update changelog	11 months ago
Thomas Kaul	0649f9fd2c	Clean up (#2787 )	11 months ago
Thomas Kaul	d089662dab	Feature/improve the style of the top 3 and bottom 3 performers (#2807 ) * Refactor to ordered list * Update changelog	11 months ago
Thomas Kaul	43b4f14ace	Feature/add button to test scraper configuration (#2808 ) * Add button to test scraper configuration * Update changelog --------- Co-authored-by: Manushreshta B L <manushreshta27@gmail.com> Co-authored-by: Hugo Persson <hugo.e.persson@gmail.com>	11 months ago
gizmodus	726e727c7d	Feature/benchmark currency correction (#2790 ) * Convert benchmark performance to base currency * Introduce getExchangeRates() for multiple dates * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	11 months ago
Thomas Kaul	cb664774c0	Update translations (#2798 ) * Update translations	11 months ago
Thomas Kaul	b89bf1d5e8	Feature/increase timeout to load currencies (#2800 ) * Increase timeout * Update changelog	11 months ago
Thomas Kaul	53ce37a83a	Update OSS friends (#2799 )	11 months ago
Thomas Kaul	7020fc2a93	Feature/add hint for community language support (#2793 ) * Add hint * Update changelog	11 months ago
Thomas Kaul	61ecc48d0e	Feature/improve language localization for de 20231229 (#2796 ) * Improve language localizations * Update changelog	11 months ago
Thomas Kaul	e465f1b791	Feature/add support to edit currency of asset profile with data source manual (#2789 ) * Add support to edit currency * Update changelog	11 months ago
Thomas Kaul	01b6c14bcc	Feature/improve handling of derived currency usx (#2788 ) * Improve handling of USX * Update changelog	11 months ago
miles	34b02210df	Feature/expose the environment variable `REQUEST_TIMEOUT` (#2792 ) * Expose the environment variable `REQUEST_TIMEOUT` * Update changelog	11 months ago
gizmodus	b183c45027	Time weighted portfolio performance calculation (#2778 ) * Implement time weighted portfolio performance calculation * Update changelog	11 months ago
underwater	7d68905f1b	Feature/use has permission annotation in endpoints (#2771 ) * Use HasPermission in endpoints * Update changelog	11 months ago
Thomas Kaul	337ca328c3	Feature/drop activity id on import (#2769 ) * Drop activity id on import * Update changelog	11 months ago
Thomas Kaul	beb9e2c43f	Feature/modernize nx executors (#2767 ) * Modernize Nx executors * @nx/eslint:lint * @nx/webpack:webpack * Update changelog	11 months ago
Thomas Kaul	4d79df90a7	Feature/support search by asset profile id (#2765 ) * Add support to search for an asset profile by id * Update changelog	11 months ago
Thomas Kaul	aa72d9b730	Feature/improve validation of currency management (#2761 ) * Improve validation * Update changelog	11 months ago
Thomas Kaul	80e899a5d3	Bugfix/reset letter spacing in buttons (#2762 ) * Reset letter spacing * Update changelog	11 months ago
Thomas Kaul	7c33120546	Reimplement redactObject() without cloneDeep() (#2760 ) * Reimplement redactObject() without cloneDeep() * Update changelog	11 months ago
Thomas Kaul	7f3c86038f	Sort imports (#2739 )	11 months ago
Thomas Kaul	7dc8f80fdf	Feature/upgrade to nx version 17.2.5 (#2756 ) * Upgrade Nx to version 17.2.5 * Update changelog	12 months ago
Thomas Kaul	96f90c7259	Feature/add lazy loaded activities table to import activities dialog (#2754 ) * Add lazy-loaded activities table * Update changelog	12 months ago
Thomas Kaul	a10d9cb6ba	Feature/add lazy loaded activities table to account detail dialog (#2752 ) * Add lazy-loaded activities table * Update changelog	12 months ago
Thomas Kaul	4547c5da1d	Feature/add lazy loaded activities table to position detail dialog (#2753 ) * Add lazy-loaded activities table * Update changelog	12 months ago
Thomas Kaul	28706d7b26	Refactor order service (#2751 )	12 months ago
Thomas Kaul	8677d20c2c	Feature/upgrade inter to version 4 (#2746 ) * Upgrade to Inter 4 * Update changelog	12 months ago
sadmimye	4d905065ad	Extend turkish translation (#2750 )	12 months ago
Thomas Kaul	5599b41b83	Bugfix/fix edit of activity in lazy loaded activities table (#2749 ) * Fix edit * Update changelog	12 months ago
sadmimye	8d5a60d777	Update turkish locales (#2748 ) * Update translation * Update changelog	12 months ago
sadmimye	695acf4f3f	Update turkish translation (#2731 ) * Update locales * Update changelog	12 months ago
Thomas Kaul	0e94112dc7	Feature/adjust holdings weight threshold in trackinsight data enhancer (#2742 ) * Adjust holdings weight threshold * Update changelog	12 months ago
Thomas Kaul	b22edff16b	Feature/add support for column sorting to lazy loaded activities table (#2738 ) * Add support for column sorting * Update changelog	12 months ago
Thomas Kaul	ffb7cbff50	Feature/highlight all time high in benchmarks of the markets overview (#2740 ) * Highlight all time high * Update changelog	12 months ago
Thomas Kaul	51a0ede3e4	Feature/introduce lazy loaded activities table (#2729 ) * Introduce lazy-loaded activities table * Add icon column * Emit paginator event * Add pagination logic * Integrate total items * Update changelog	12 months ago
Thomas Kaul	531964636b	Fix type (#2708 )	12 months ago
sadmimye	e461fff1d7	Extend turkish localization (#2730 )	12 months ago
Thomas Kaul	4f9a5f0340	Feature/set actions columns of tables to stick at end (#2726 ) * Set up stickyEnd in actions columns * Update changelog	12 months ago
Thomas Kaul	833982a9de	Bugfix/fix biometric authentication registration (#2713 ) * Remove token on device registration * Update changelog	12 months ago

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2041 Commits (6a10b932b010194b695672c03b96c24e6d6142c9)