0f46ca4db2
Feature/extend personal finance tools 20240809 ( #3656 )
...
* Add Sarmaaya.pk
* Add Investify
* Add FINATEKA
* Add Plainzer
7 months ago
757ff527d0
Feature/extend personal finance tools 20240803 ( #3634 )
...
* Add Capitalyse
7 months ago
41f5801b5e
Feature/refactor unique asset type to asset profile identifier ( #3636 )
...
* Refactoring
7 months ago
02db0db733
Feature/persist view mode of holdings tab on home page ( #3624 )
...
* Persist view mode of holdings in user settings
* Update changelog
7 months ago
fcc2ab1a48
Feature/change color assignment by annualized performance in treemap chart ( #3617 )
...
* Change color assignment to annualized performance
* Update changelog
7 months ago
e228b4925c
Feature/update notes of personal finance tools ( #3611 )
...
* Update notes
7 months ago
43fca7ff43
Feature/improve personal finance tools product page ( #3599 )
...
* Localize origin
* Localize regions
* Localize tags
7 months ago
faa6af5694
Feature/improve handling of numerical precision in value component ( #3595 )
...
* Improve handling of numerical precision in value component
* Update changelog
7 months ago
3f6319e00b
Feature/setup catala ( #3593 )
...
* Set up Català
* Update changelog
7 months ago
ba78c2783d
Feature/improve numerical precision in holding detail dialog ( #3584 )
...
* Improve numerical precision in holding detail dialog
* Update changelog
7 months ago
da5be3fb57
Feature/reuse open-color in portfolio proportion chart component ( #3562 )
...
* Reuse open-color
7 months ago
43afb16808
Feature/introduce isUsedByUsersWithSubscription flag ( #3573 )
7 months ago
9d6214e93a
Bugfix/fix fees calculation in portfolio summary ( #3567 )
...
* Fix fees calculation
* Update changelog
8 months ago
6eb9d9d973
Feature/extend personal finance tools 20240713 ( #3565 )
8 months ago
9ecc3176a5
Feature/improve treemap chart for holdings ( #3563 )
...
* Various improvements
* Introduce permission: accessHoldingsChart
* Improve style of toggle
* Add border radius
* Update changelog
8 months ago
4063c62a17
Feature/setup treemap chart for holdings ( #3560 )
...
* Setup treemap chart
* Update changelog
8 months ago
4d3dff3e5b
Feature/extend personal finance tools 20240629 ( #3528 )
...
* Add Anlage.App
* Add Portfoloo
* Add SharesMaster
* Add Merlin
* Add Holistic
* Add AlphaTrackr
* Add Segmio
8 months ago
ee086638f3
Feature/add benchmarks preset to admin control panel ( #3513 )
...
* Add benchmarks preset
* Update changelog
8 months ago
c4499df74c
Feature/add wealthy tracker ( #3510 )
...
* Add Wealthy Tracker
8 months ago
ff121243e4
Feature/extend asset profile for currency ( #3495 )
...
* Extend asset profile for currency
* Update changelog
8 months ago
0780ee4adb
Feature/improve language localization for de 20240620 ( #3504 )
...
* Update translations
* Update changelog
8 months ago
6c2acf2aa6
Feature/set up ssl for local development ( #3482 )
...
* Set up SSL for local development
* Update changelog
8 months ago
519827045a
Feature/add dialog for benchmarks in markets overview ( #3493 )
...
* Add benchmarks dialog in markets overview
* Update changelog
8 months ago
bf20a5de82
Feature/improve date validation in activity endpoints ( #3489 )
...
* Improve date validation
* Update changelog
8 months ago
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
9 months ago
cc92592d86
Feature/refactor personal finance tools section ( #3478 )
...
* Refactoring
9 months ago
f5e6f7dcfe
Bugfix/fix initialization of fire calculator ( #3470 )
...
* Fix initialization
* Update changelog
9 months ago
87501e094d
Feature/improve allocations by ETF holding for mobile ( #3469 )
9 months ago
23e4d5454d
Feature/improve allocations by etf holding ( #3467 )
...
* Improve allocations by ETF holding
* Update changelog
9 months ago
8a9ae9bb33
Feature/allocations by etf holding ( #3464 )
...
* Setup allocations by ETF holding
* Update changelog
9 months ago
6d941500cd
Bugfix/fix default locale in value component ( #3454 )
...
* Fix default locale
* Update changelog
9 months ago
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>
9 months ago
c009f8c12f
Feature/add data provider info to asset profile details dialog ( #3434 )
...
* Add data provider info to asset profile details dialog
* Update changelog
9 months ago
60ef46accf
Bugfix/fix state handling of currency selector component ( #2795 ) ( #3429 )
...
* Fix state handling of currency selector component
* Update changelog
9 months ago
b12ac1fe84
Feature/simplify module imports of api ( #3443 )
...
* Simplify module imports
9 months ago
4355c96ab6
Bugfix/fix initial annual interest rate in fire calculator ( #3437 )
...
* Fix initial annual interest rate
* Update changelog
9 months ago
5d49ff7a4a
Feature/improve usability of date range selector in assistant ( #3409 )
...
* Improve usability of date range selector
* Update changelog
9 months ago
e31b4c64cb
Feature/refactor holding detail dialog to standalone ( #3407 )
...
* Refactor holding detail dialog to standalone
* Update changelog
9 months ago
5616bc4956
Feature/validate account balance creation/update using DTO ( #3400 )
...
* Validate create account balance using DTO
10 months ago
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>
10 months ago
72e75208df
Bugfix/fix position detail dialog close functionality ( #3396 )
...
* Handle holding detail dialog open functionality in a single place (AppComponent)
* Update changelog
10 months ago
61f0da35bc
Feature/disable delete all activities if filters are active ( #3389 )
...
* Disable delete all activities button if filters are active
* Update changelog
10 months ago
66bdb374e8
Feature/set icon columns of tables to stick at beginning ( #3377 )
...
* Set icon columns to stick at the beginning
* Update changelog
10 months ago
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
10 months ago
1fd836194f
Feature/add absolute change column to holdings table ( #3378 )
...
* Add absolute change column
* Update changelog
10 months ago
2090db1199
Feature/increase number of attempts of queue jobs ( #3376 )
...
* Increase number of attempts
* Update changelog
10 months ago
f2cb671c7f
Feature/optimize get porfolio details endpoint ( #3366 )
...
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
10 months ago
c1ad483f33
Improve alignment ( #3370 )
10 months ago
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
10 months ago
42b70ef568
Feature/improve performance labels in position detail dialog ( #3363 )
...
* Improve performance labels (with and without currency effects)
* Update changelog
10 months ago
4416ba0c88
Feature/set performance column of holdings table to stick at end ( #3353 )
...
* Set up stickyEnd in performance column
* Update changelog
10 months ago
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
...
* Set up caching
* Update changelog
10 months ago
a4efbc0131
Feature/migrate UI components to control flow ( #3324 )
...
* Migrate to control flow
* Update changelog
10 months ago
990028316e
Refactor form controls to form getter ( #3325 )
10 months ago
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
...
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
10 months ago
39bd4a349b
Feature/improve chart in account detail dialog ( #3314 )
...
* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
10 months ago
47fd029e0c
Clean up styles ( #3305 )
10 months ago
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>
10 months ago
bed9ae916c
Migrate UI components to standalone ( #3302 )
10 months ago
92fb05320a
Migrate UI components to standalone ( #3296 )
10 months ago
73d62bb51f
Migrate UI components to standalone ( #3290 )
10 months ago
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
11 months ago
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
...
* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
11 months ago
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
...
* Adapt priorities of data gathering jobs
* Update changelog
11 months ago
50dbbf0569
Feature/refactor symbol icon module to asset profile icon component ( #3245 )
...
* Refactor symbol icon module to asset profile icon component (standalone)
11 months ago
efdc9b387f
Eliminate ghostfolio-style.scss ( #3228 )
11 months ago
084467ee9a
Feature/reverse order of specific years in date range selector of assistant ( #3221 )
...
* Reverse order
* Update changelog
11 months ago
51203ec96e
Feature/setup chinese ( #3220 )
...
* Set up chinese
* Update changelog
11 months ago
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
11 months ago
5ffc39c32f
Feature/improve usability to delete asset profile ( #3208 )
...
* Disable delete button for benchmarks
* Update changelog
11 months ago
88a9b518f6
Bugfix/fix issue with overridden names in activities table ( #3200 )
...
* Fix issue with overridden names
* Update changelog
11 months ago
0edebe30e1
Feature/Add user account currency to export ( #3194 )
...
* Add user account currency to export
* Update changelog
11 months ago
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
...
* Upgrade @types/big.js to version 6.2.2
* Refactor imports
11 months ago
7e28e42995
Feature/exclude fees from holdings ( #3160 )
11 months ago
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>
11 months ago
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
...
* Fix total dividend calculation
* Update changelog
11 months ago
eb75be8535
Optimize details endpoint ( #3123 )
...
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
12 months ago
bc8d8309d4
Improve handling of future liabilities ( #3118 )
...
* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
12 months ago
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
...
* Integrate dividend into transaction point concept
* Update changelog
12 months ago
77358eed65
Feature/Include user role in admin endpoint ( #3107 )
...
* Include user role in admin endpoint
12 months ago
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
...
* Integrate (wealth) items into transaction point concept
* Update changelog
12 months ago
8a49a04324
Feature/improve usability of benchmarks in markets overview ( #3077 )
...
* Improve icons, localize label
* Update changelog
12 months ago
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
...
* Move break down of performance to general availability
* Update changelog
1 year ago
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
1 year ago
c002e37285
Feature/add missing default currency to prepare currencies function ( #3042 )
...
* Add missing default currency
* Update changelog
1 year ago
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
...
* Remove isDefault flag from Account database schema
* Update changelog
1 year ago
48b412cfb8
Feature/harmonize setting of default locale ( #3032 )
...
* Harmonize setting of default locale
* Update changelog
1 year ago
b62488628c
Prettify markup ( #3029 )
1 year ago
e1371a8d2b
Clean up ( #3018 )
1 year ago
448cea0b69
Feature/improve usability of holdings table ( #3017 )
...
* Improve usability
* Update changelog
1 year ago
2518a8fd9d
Feature/add accounts tab to position detail dialog ( #3012 )
...
* Add accounts tab to position detail dialog
* Update changelog
1 year ago
78b3328bf7
Add activities count ( #3005 )
1 year ago
1fec49fbc2
Improve states ( #3000 )
1 year ago
d5d40c0ea1
Migrate to control flow ( #2991 )
...
* Migrate to control flow
1 year ago
446c7cb517
Remove closing tags of mat-* components ( #2989 )
1 year ago
e921ed7f52
Reorder imports ( #2988 )
1 year ago
ef9d77312e
Introduce renewal-early-bird ( #2982 )
1 year ago
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
...
* Introduce setting to disable data gathering
* Update changelog
1 year ago
fcbf2f1645
Feature/remove lazy from name of activities table ( #2978 )
...
* Remove lazy from name
* Update translations
1 year ago
9fe90273c7
Feature/move assistant to general availability ( #2977 )
...
* Move assistant from experimental to general availability
* Update changelog
1 year ago
Thomas Kaul
Eduardo Marinho
Fedron
Gerard Du Pre
Bastien Jeannelle
Christoph Califice