Thomas Kaul
|
c48e4ec4c6
|
Feature/improve usage of portfolio calculator in holding endpoint (#3727)
* Improve usage of portfolio calculator
|
2 months ago |
|
Thomas Kaul
|
adcddae44e
|
Encode redis password (#3720)
|
2 months ago |
|
Thomas Kaul
|
71a568264d
|
Feature/improve portfolio snapshot caching (#3717)
* Improve portfolio snapshot caching
* Update changelog
|
2 months ago |
|
Thomas Kaul
|
c6f804f68c
|
Feature/Improve redis cache part 2 (#3716)
* Set ttl to 0
|
2 months ago |
|
Thomas Kaul
|
0fc83486dc
|
Feature/improve redis cache (#3714)
* Improve redis cache
* Update changelog
|
2 months ago |
|
Thomas Kaul
|
b794c4dcc8
|
Feature/add todo for emergency fund positions value calculation (#3684)
* Add todo
|
2 months ago |
|
Thomas Kaul
|
c4a28c6bff
|
Feature/set up a performance logging service (#3703)
* Setup performance logging service
* Update changelog
|
2 months ago |
|
Thomas Kaul
|
bc51f106e9
|
Feature/expose log levels as env variable (#3704)
* Expose log levels as env variable
* Update documentation
* Update changelog
|
2 months ago |
|
Thomas Kaul
|
d08e8b4fd8
|
Feature/expose max chart items as env variable (#3701)
* Expose MAX_CHART_ITEMS as env variable
* Update changelog
|
2 months ago |
|
Thomas Kaul
|
e23019a115
|
Feature/improve liabilities in portfolio calculator (#3696)
Improve liabilities
|
2 months ago |
|
Thomas Kaul
|
a8e0bb5a21
|
Bugfix/fix division by zero in performance calculation (#3695)
* Fix division by zero
* Update changelog
|
2 months ago |
gizmodus
|
f360a12823
|
Feature/rework portfolio calculator (#3393)
* Rework portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
2 months ago |
Bastien Jeannelle
|
2b212078b8
|
Feature/add support to deactivate x-ray rules (#3537)
* Add support to deactivate X-ray rules
* Update changelog
|
2 months ago |
Anatoly Popov
|
12c722afe1
|
Bugfix/Use currency conversion for fees and values (#3672)
* Use currency conversion for fees and values
* Update changelog
|
2 months ago |
|
Thomas Kaul
|
c34959896c
|
Feature/improve color assignment with annualized performance in treemap chart (#3657)
* Improve color assignment
* Update changelog
|
2 months ago |
|
Thomas Kaul
|
2bbad8f4b0
|
Feature/add logging to benchmark service (#3654)
* Add logging
|
2 months ago |
|
Thomas Kaul
|
dc1948016f
|
Feature/clone or edit activity from holding detail dialog (#3644)
* Clone or edit activity from holding detail dialog
* Update changelog
|
3 months ago |
|
Thomas Kaul
|
b2ed0b2c80
|
Feature/improve caching of benchmarks in markets overview (#3640)
* Improve caching
* Update changelog
|
3 months ago |
|
Thomas Kaul
|
42fe653e1e
|
Bugfix/fix cache flush endpoint response (#3641)
* Fix cache flush endpoint response
* Update changelog
|
3 months ago |
|
Thomas Kaul
|
41f5801b5e
|
Feature/refactor unique asset type to asset profile identifier (#3636)
* Refactoring
|
3 months ago |
|
Thomas Kaul
|
8f6203d296
|
Feature/manage tags of holdings (#3630)
* Manage tags of holdings
* Update changelog
|
3 months ago |
|
Thomas Kaul
|
02db0db733
|
Feature/persist view mode of holdings tab on home page (#3624)
* Persist view mode of holdings in user settings
* Update changelog
|
3 months ago |
|
Thomas Kaul
|
fcc2ab1a48
|
Feature/change color assignment by annualized performance in treemap chart (#3617)
* Change color assignment to annualized performance
* Update changelog
|
3 months ago |
|
Thomas Kaul
|
97db144e01
|
Feature/skip derived currencies in get quotes of data provider service (#3610)
* Skip derived currencies
* Update changelog
|
3 months ago |
|
Thomas Kaul
|
cec55127c8
|
Bugix/fix dividend import from data provider for holdings without account (#3606)
* Fix dividend import for holdings without account
* Update changelog
|
3 months ago |
|
Thomas Kaul
|
dd15bba359
|
Bugfix/fix public page for non existent access (#3604)
* Handle non-existent access
* Update changelog
|
3 months ago |
|
Thomas Kaul
|
3f6319e00b
|
Feature/setup catala (#3593)
* Set up Català
* Update changelog
|
3 months ago |
|
Thomas Kaul
|
43afb16808
|
Feature/introduce isUsedByUsersWithSubscription flag (#3573)
|
3 months ago |
|
Thomas Kaul
|
d5c56fb16c
|
Feature/optimize 7d data gathering by prioritization (#3575)
* Optimize 7d data gathering by prioritization
* Update changelog
|
3 months ago |
|
Thomas Kaul
|
6c1317f978
|
Bugfix/fix search for holding in assistant (#3569)
* Fix search for holding
* Update changelog
|
3 months ago |
|
Thomas Kaul
|
9d6214e93a
|
Bugfix/fix fees calculation in portfolio summary (#3567)
* Fix fees calculation
* Update changelog
|
3 months ago |
|
Thomas Kaul
|
9ecc3176a5
|
Feature/improve treemap chart for holdings (#3563)
* Various improvements
* Introduce permission: accessHoldingsChart
* Improve style of toggle
* Add border radius
* Update changelog
|
3 months ago |
|
Thomas Kaul
|
744dc51dcd
|
Bugfix/fix pagination issue in activities endpoint by adding secondary sort criterion (#3554)
* Add id as secondary sort criterion to ensure consistent ordering
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
35b4aef06f
|
Feature/improve market state logic for forex in eod historical data service (#3550)
|
4 months ago |
|
Thomas Kaul
|
d49b90d7a5
|
Feature/refresh cryptocurrencies list 20240706 (#3544)
* Refresh cryptocurrencies list
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
ffc6309850
|
Feature/refactor thresholds of x ray rules (#3545)
* Refactor thresholds
* Update changelog
|
4 months ago |
Achal
|
7067aca04b
|
Feature/replace twitter.com with x.com (#3535)
* Replace twitter.com with x.com
|
4 months ago |
|
Thomas Kaul
|
1c9805bb96
|
Feature/improve allocations by etf holding for impersonation mode (#3534)
* Improve allocations by ETF holding for impersonation mode
* Update changelog
|
4 months ago |
Chang-Yen Tseng
|
8227a2d91a
|
Feature/improve detection of json used via scraper configuration (#3539)
* Improve detection of json
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
dcec3accf0
|
Feature/improve caching of benchmarks (#3530)
* Improve caching
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
f08b0b570b
|
Feature/support derived currencies in currency validation (#3529)
* Support derived currencies in currency validation
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
8386fec98a
|
Feature/automatic deletion of unused asset profiles (#3525)
* Automatic deletion of unused asset profiles
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
76890e63fa
|
Bugfix/fix all time high in benchmarks (#3527)
* Fix all time high
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
ee086638f3
|
Feature/add benchmarks preset to admin control panel (#3513)
* Add benchmarks preset
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
58d1abbd38
|
Feature/clean up imports (#3514)
* Clean up imports
|
4 months ago |
|
Thomas Kaul
|
ba979cbae2
|
Bugfix/fix addition of manual asset without market data (#3516)
* Provide default value
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
8cda43bb63
|
Bugfix/persist intraday market data only if market state is open (#3509)
* Persist INTRADAY data only if market state is open
* Update changelog
|
4 months ago |
Eduardo Marinho
|
ff121243e4
|
Feature/extend asset profile for currency (#3495)
* Extend asset profile for currency
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
a201fc7a97
|
Feature/upgrade stripe dependencies 20240617 (#3499)
* Upgrade Stripe dependencies
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
519827045a
|
Feature/add dialog for benchmarks in markets overview (#3493)
* Add benchmarks dialog in markets overview
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
bf20a5de82
|
Feature/improve date validation in activity endpoints (#3489)
* Improve date validation
* Update changelog
|
4 months ago |
|
Eduardo Marinho
|
873fd53715
|
Feature/extend market data with currencies preset by activities count and date (#3460)
* Extend market data with currencies preset by activities count and date
* Update changelog
|
4 months ago |
|
Thomas Kaul
|
cc92592d86
|
Feature/refactor personal finance tools section (#3478)
* Refactoring
|
4 months ago |
|
Thomas Kaul
|
23e4d5454d
|
Feature/improve allocations by etf holding (#3467)
* Improve allocations by ETF holding
* Update changelog
|
5 months ago |
|
Thomas Kaul
|
8a9ae9bb33
|
Feature/allocations by etf holding (#3464)
* Setup allocations by ETF holding
* Update changelog
|
5 months ago |
|
Thomas Kaul
|
af65a99398
|
Feature/extend personal finance tools 20240604 (#3457)
* Add Koyfin
* Add Navexa
* Add Stonksfolio
|
5 months ago |
|
Eduardo Marinho
|
1a0cb561cd
|
Feature/add ability to close user account (#3444)
* Add ability to close user account
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
5 months ago |
|
Thomas Kaul
|
98a9523eee
|
Feature/extend personal finance tools (#3448)
|
5 months ago |
|
Thomas Kaul
|
0e08d8830e
|
Handle reduce of empty array (#3446)
|
5 months ago |
|
Thomas Kaul
|
c009f8c12f
|
Feature/add data provider info to asset profile details dialog (#3434)
* Add data provider info to asset profile details dialog
* Update changelog
|
5 months ago |
|
Thomas Kaul
|
b12ac1fe84
|
Feature/simplify module imports of api (#3443)
* Simplify module imports
|
5 months ago |
|
Thomas Kaul
|
918d0b85d4
|
Feature/update passport dependencies (#3433)
* Update passport dependencies
* Refactor Google strategy
* Update changelog
|
5 months ago |
|
Thomas Kaul
|
e31b4c64cb
|
Feature/refactor holding detail dialog to standalone (#3407)
* Refactor holding detail dialog to standalone
* Update changelog
|
5 months ago |
|
Thomas Kaul
|
812ff5cbdc
|
Feature/refresh cryptocurrencies list 20240514 (#3411)
* Refresh cryptocurrencies list
* Update changelog
|
5 months ago |
|
Thomas Kaul
|
5ea3a187f4
|
Feature/upgrade body parser to version 1.20.2 (#3406)
* Upgrade body-parser to version 1.20.2
* Update changelog
|
5 months ago |
Gerard Du Pre
|
8319b216bb
|
Feature/support delete activities with filtering (#3394)
* Support delete activities with filtering
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
5 months ago |
|
Thomas Kaul
|
4ad4fa2b30
|
Feature/clean up deprecated GET api/portfolio/positions endpoint (#3373)
|
6 months ago |
|
Thomas Kaul
|
9b5e350e3b
|
Feature/harmonize log message (#3343)
|
6 months ago |
|
Thomas Kaul
|
f2cb671c7f
|
Feature/optimize get porfolio details endpoint (#3366)
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
f3d961bc16
|
Feature/move holdings table to holdings tab of home page (#3368)
* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
77beaaba08
|
Refactoring portfolio service (#3365)
|
6 months ago |
|
Thomas Kaul
|
0a53df4293
|
Feature/improve inactive user role (#3360)
* Improve inactive role
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
486de968a2
|
Bugfix/fix division by zero error in dividend yield calculation (#3354)
* Handle division by zero
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
a5833566a8
|
Feature/skip caching in portfolio calculator if active filters (#3348)
* Skip caching if active filters
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
4efd5cefd8
|
Bugfix/calculation of portfolio summary caused by future liabilities (#3342)
* Adapt date of future activities
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
e10707fde4
|
Add missing guard to fix public page (#3339)
|
6 months ago |
|
Thomas Kaul
|
4f41bac328
|
Feature/set up caching in portfolio calculator (#3335)
* Set up caching
* Update changelog
|
6 months ago |
|
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
|
6 months ago |
|
Thomas Kaul
|
b692b7432c
|
Feature/set up event system for portfolio changes (#3333)
* Set up event system for portfolio changes
* Update changelog
|
6 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
|
6 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
|
6 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
|
6 months ago |
|
Thomas Kaul
|
b6ea7d23fa
|
Bugfix/add total value in base currency to redacted values (#3313)
* Add totalValueInBaseCurrency
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
551b83a6e3
|
Bugfix/fix gaps in portfolio performance charts (#3311)
* Fix gaps in charts
* Update changelog
|
6 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>
|
6 months ago |
|
Thomas Kaul
|
22d63c6102
|
Improve logging (#3304)
* Improve logging
|
6 months ago |
|
Thomas Kaul
|
212aa6a63b
|
Feature/add date range support to portfolio holdings page (#3303)
* Add date range support
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
dba73d80a3
|
Improve logging (#3300)
|
6 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
|
6 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
|
6 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
|
6 months ago |
|
Thomas Kaul
|
4e7d93db13
|
Feature/adapt priorities of data gathering jobs (#3262)
* Adapt priorities of data gathering jobs
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
45340b581f
|
Bugfix/fix public page by including markets data (#3263)
* Include markets data
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
34d9ceb009
|
Feature/add support to immediately execute queue job (#3259)
* Add support to immediately execute queue job
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
2b97bbd05d
|
Move getChart() to portfolio calculator (#3255)
|
7 months ago |
|
Thomas Kaul
|
07c0e5a612
|
Feature/add currency to order database schema (#3251)
* Add currency to Order database schema
* Update changelog
|
7 months ago |
|
Thomas Kaul
|
719bbe156e
|
Feature/optimize calculation of allocations by market (#3249)
* Optimize calculation of allocations by market
* Update changelog
|
7 months ago |
|
Thomas Kaul
|
b51255a543
|
Feature/add key to x ray rule (#3248)
* Add key
* Update changelog
|
7 months ago |
|
Thomas Kaul
|
ca2e748c56
|
Bugfix/add missing tags in portfolio calculator (#3243)
* Add missing tags
* Update changelog
|
7 months ago |
|
Thomas Kaul
|
f1f4f6247d
|
Feature/validate url in create and update platform dto (#3235)
* Validate url
* Update changelog
|
7 months ago |
