a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
...
* Add date range selector including WTD and MTD to assistant
* Update changelog
11 months ago
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
11 months ago
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
...
* Improve handling of derived currencies
* Update changelog
11 months ago
7b45a8b3fc
Introduce type ( #2885 )
11 months ago
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
005890d785
Improve extractNumberFromString() for international number formats ( #2843 )
...
* Set up test
* Add support for international formatted numbers
* Expose locale in scraper configuration
* Update changelog
12 months ago
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>
12 months ago
fcfe7b1787
Clean up ( #2844 )
12 months ago
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
...
* Extend assistant by tag selector
* Update changelog
12 months ago
ac0f6f40cf
Remove closing tags ( #2816 )
12 months ago
af71274ea9
Feature/remove account type enum ( #2832 )
...
* Remove AccountType enum
* Update changelog
12 months ago
62f85293e2
#2820 Grant private access ( #2822 )
...
* Grant private access
* Update changelog
12 months ago
0d93612d16
Feature/improve style of assistant ( #2828 )
...
* Minor style improvements
* Update changelog
12 months ago
4c30e9459d
Feature/extend assistant by date range selector ( #2815 )
...
* Extend assistant by date range selector
* Update changelog
12 months ago
e465f1b791
Feature/add support to edit currency of asset profile with data source manual ( #2789 )
...
* Add support to edit currency
* Update changelog
1 year ago
34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` ( #2792 )
...
* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
1 year ago
b183c45027
Time weighted portfolio performance calculation ( #2778 )
...
* Implement time weighted portfolio performance calculation
* Update changelog
1 year ago
beb9e2c43f
Feature/modernize nx executors ( #2767 )
...
* Modernize Nx executors
* @nx/eslint:lint
* @nx/webpack:webpack
* Update changelog
1 year ago
c1446f8559
Feature/set select column to sticky in lazy loaded activities table ( #2755 )
...
* Set select column to sticky
* Update changelog
1 year ago
4547c5da1d
Feature/add lazy loaded activities table to position detail dialog ( #2753 )
...
* Add lazy-loaded activities table
* Update changelog
1 year ago
492bc5e17b
Feature/improve font weight in value component ( #2747 )
...
* Improve font weight
* Update changelog
1 year ago
6c37737051
Bugfix/fix loading state of lazy loaded activities table component ( #2744 )
...
* Fix loading state
* Update changelog
1 year ago
b22edff16b
Feature/add support for column sorting to lazy loaded activities table ( #2738 )
...
* Add support for column sorting
* Update changelog
1 year ago
ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview ( #2740 )
...
* Highlight all time high
* Update changelog
1 year ago
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
1 year ago
4f9a5f0340
Feature/set actions columns of tables to stick at end ( #2726 )
...
* Set up stickyEnd in actions columns
* Update changelog
1 year ago
377ba75e4c
Add support to delete a cash balance ( #2707 )
1 year ago
ed4dd79c72
Add cash balances table to account detail dialog ( #2549 )
...
* Add cash balances table to account detail dialog
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
...
* Extend performance endpoint by net worth per day
* Update changelog
1 year ago
bdfba4d509
Upgrade to Nx 17.1 ( #2635 )
...
* Upgrade to Nx 17
* Run migrations
* Extend instructions
* Update changelog
1 year ago
f28b13604a
Add as const ( #2677 )
1 year ago
1586cd3a59
Feature/change twitter to x ( #2654 )
...
* Change Twitter to X
* Update changelog
1 year ago
aa72287d54
Extend benchmarks in the markets overview by 50-Day and 200-Day trends ( #2575 )
...
* Extend benchmarks in the markets overview by 50-Day and 200-Day trends
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
1ffde2a27e
Feature/setup polish ( #2650 )
...
* Set up polski
* Update changelog
1 year ago
5dc538bafb
Feature/optimize testimonial carousel style on mobile ( #2634 )
...
* Optimize style on mobile
* Update changelog
1 year ago
12aac101bd
Feature/extend system message ( #2628 )
...
* Extend system message
* Update changelog
1 year ago
6284b4dfe8
Feature/improve localization of fear and greed index ( #2612 )
...
* Improve localization
* Update changelog
1 year ago
e980aed9e7
Reorder functions ( #2594 )
1 year ago
5272407af8
Feature/extend personal finance tools pages 20231104 ( #2587 )
...
* Introduce alias
* Add Rocket Money
* Add 8FIGURES
1 year ago
e69c7a753c
Feature/add edit exchange rate button to admin control ( #2577 )
...
* Ad edit button
* Update changelog
1 year ago
cf7ce64de7
Bugfix/improve alignment of menu item icons ( #2566 )
...
* Improve alignment
* Update changelog
1 year ago
96b5dcfaf8
Create reusable currency selector component using mat-autocomplete ( #2487 )
...
* Create reusable currency selector component using mat-autocomplete
* Update changelog
1 year ago
4e7b7375a9
Feature/setup open figi ( #2526 )
...
* Setup OpenFIGI
* Update changelog
1 year ago
6a19eab425
Feature/improve membership card ( #2517 )
...
* Improve style
* Add animated border
1 year ago
f66edf8de0
Add membership card component ( #2507 )
...
* Add membership card component
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
30e561c06f
Feature/extend assistant with search for asset profile ( #2499 )
...
* Extend assistant with search for asset profile
* Extend search results by currency, symbol and asset sub class
* Update changelog
1 year ago
7ae49eb839
Add endpoint for account balances ( #2484 )
...
* Add endpoint for account balances
* Update changelog
---------
Co-authored-by: Pavol Kolcun <pavol.kolcun@student.tuke.sk>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
5db984ffef
Add date column to benchmark component ( #2466 )
...
* Add date column to benchmark component
1 year ago
6c66033eb4
Add date to markets overview by benchmarks ( #2436 )
...
* Add date
* Update changelog
1 year ago
e9ef911548
Feature/improve search results display in assistant ( #2458 )
...
* Only show search results if search is active
* Update changelog
1 year ago
550e646079
Feature/introduce assistant ( #2451 )
...
* Introduce assistant
* Update changelog
1 year ago
37ff7acf04
Change platform control from select to autocomplete in account dialog ( #2429 )
...
* Change platform control from select to autocomplete in account dialog
* Update changelog
1 year ago
8236091477
Feature/add support for search query in portfolio position endpoint ( #2443 )
...
* Introduce search query filter
* Update changelog
1 year ago
46614a7c24
Create carousel component for testimonials ( #2394 )
...
* Create carousel component for testimonials
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
d9a6c22e1e
Add application version to admin endpoint ( #2423 )
...
* Add application version to admin endpoint
* Update changelog
1 year ago
5b7409d08e
Feature/add tag management in admin control panel ( #2389 )
...
* Add tag management
* Update locales
* Update changelog
1 year ago
703a96f4db
Add guard ( #2377 )
1 year ago
42c0560422
Feature/translate activity type ( #2376 )
...
* Introduce ActivityTypeComponent with localized label
* Update changelog
1 year ago
eb63802d01
Feature/extend supported date formats in activities import ( #2362 )
...
* Extend supported date formats in activities import
* Update changelog
1 year ago
6d9191a46f
Feature/setup turkish ( #2300 )
...
* Setup Turkish
* Add Turkish translations
* Update changelog
---------
Co-authored-by: sadmimye <134071831+sadmimye@users.noreply.github.com>
1 year ago
6744245d8b
Feature/extend personal finance tools pages 20230922 ( #2369 )
...
* Extend pages
* Refactoring
1 year ago
b12349a148
Feature/add support for interest on account level ( #2354 )
...
* Add support for interest
* Update changelog
1 year ago
ef2849aa6c
Remove this ( #2341 )
1 year ago
7130ac7565
Feature/add support for fees on account level ( #1954 )
...
* Add migration
* Add business logic for fees
* Fix export for liabilities
* Update changelog
1 year ago
ab691bb27a
Feature/remove account type from user interface ( #2335 )
...
* Remove account type from user interface and set it optional
* Update changelog
1 year ago
8fc5676443
Feature/improve timeout of data source requests ( #2330 )
...
* Improve timeout
* Update changelog
1 year ago
0b59fc639d
Feature/upgrade prettier to version 3 ( #2163 )
...
* Upgrade prettier to version 3.0.2
* Prettify code
* Update changelog
1 year ago
2df27100f0
Add middleware ( #2239 )
...
* Add middleware
* Update changelog
1 year ago
6cf6538719
Feature/add currencies preset to historical market data table ( #2243 )
...
* Add currencies preset
* Update locales
* Update changelog
1 year ago
0fd3db3228
Bugfix/fix cash position rows in holdings table ( #2237 )
...
* Fix cash position rows
* Update changelog
1 year ago
9036f53e7d
Reset benchmark in user settings ( #2233 )
1 year ago
4f6d9d3a76
Feature/add timeout to eod historical data requests ( #2222 )
...
* Add timeout to requests using got
* Update changelog
1 year ago
42274917e0
Release 1.297.4 ( #2209 )
1 year ago
43d0b55004
Feature/upgrade to angular 16 ( #2156 )
...
* Upgrade Angular, NestJS and Nx
* Replace executor to @nx/angular:webpack-browser and @nx/angular:webpack-dev-server
* Add target for copying assets
* Improve redirection of home page
* Update changelog
1 year ago
286e41eb21
Feature/optimize import validation by reducing to unique asset profiles ( #2198 )
...
* Optimize activities validation
* Optimize data gathering in import
* Update changelog
1 year ago
d4fea075af
Feature/include unavailable data in allocations by market chart ( #2190 )
...
* Include unavailable data in allocations by market chart
* Update changelog
1 year ago
cef7fa79de
Fix total account value calculation for liabilities ( #2184 )
...
* Fix calculation
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
5fe07cb85f
Bugfix/fix value in holdings table ( #2182 )
...
* Fix missing value
* Update changelog
1 year ago
622bb8b0cf
Feature/add allocations by market chart ( #2171 )
...
* Add allocations by (advanced) market
* Fix public page
* Update changelog
1 year ago
cd67ce82fa
Feature/rename queries to presets in market data table of admin control ( #2165 )
...
* Rename queries to presets
* Update changelog
1 year ago
bdf72164b1
Feature/break down emergency fund by cash and assets ( #2159 )
...
* Break down emergency fund in cash and assets
* Update changelog
1 year ago
455a2d2e92
Refactor value to valueInBaseCurrency ( #2160 )
1 year ago
68a9a7f6f9
Feature/add queries to market data table in admin control ( #2153 )
...
* Add queries
* ETF_WITHOUT_COUNTRIES
* ETF_WITHOUT_SECTORS
* Update changelog
1 year ago
30f1a3514a
Feature/add hints to activity types in create or edit activity dialog ( #2150 )
...
* Add hints
* Update changelog
1 year ago
c25f532487
Improve product pages ( #2143 )
1 year ago
c434b730a8
Feature/hide average buy price in position detail chart if no holding ( #2133 )
...
* Hide the average buy price if no holding
* Update changelog
1 year ago
2d23c566f1
Feature/setup personal finance tools pages ( #2135 )
1 year ago
ba220eaee9
Bugfix/fix sorting by currency in activities table ( #2122 )
...
* Fix sorting by currency
* Update changelog
1 year ago
0d421e7181
Bugfix/fix adding 'Item' and 'Liability' activities ( #2119 )
...
* Fix adding activities of type item and liability
* Update changelog
1 year ago
e62da06c5c
Feature/extend scraper configuration support ( #2110 )
...
* Extend scraper configuration support
* Update changelog
2 years ago
0a465f125d
Feature/add pagination to market data table in admin control panel ( #2108 )
...
* Add pagination
* Update changelog
2 years ago
6a802a62a0
Add ability to search for indices and fix gf-symbol-autocomplete validation ( #2094 )
...
* Bugfix/Fix gf-symbol-autocomplete validation
* Feature/Add ability to search for indices
* Update changelog
2 years ago
58d9816f01
Feature/extend symbol search component by asset sub classes ( #2087 )
...
* Add asset sub classes
* Update changelog
2 years ago
a9526430c2
Improve column headers in holdings table for mobile ( #2071 )
...
* Improve column headers in holdings table for mobile
* Update changelog
2 years ago
fce3b2084e
Feature/extract symbol search to component ( #2003 ) ( #2056 )
...
* Extract symbol search to component (#2003 )
* Update changelog
2 years ago
06dfb91f82
Release 1.280.1 ( #2069 )
2 years ago
7931e6950d
Feature/add support for liabilities ( #1789 )
...
* Add support for liabilities
* Update changelog
2 years ago
04eb452e04
Add missing guards ( #2067 )
2 years ago
6077bfa754
Feature/change direction of ellipsis icon to horizontal in tables ( #2055 )
...
* Change direction of ellipsis icon to horizontal
* Update changelog
2 years ago
a53461d257
Feature/migrate currency to unit in value component ( #2043 )
...
* Migrate currency to unit
* Update locales
2 years ago
d630fb900d
Feature/add investment streaks ( #2042 )
...
* Add investment streaks
* Current streak
* Longest streak
* Add unit to value component
* Update changelog
2 years ago
ae57a188f5
Feature/improve tab navigations ( #2031 )
...
* Improve tab navigations
* Update changelog
2 years ago
206b6567fd
Feature/improve activities import dialog ( #2016 )
...
* Improve activities import dialog
* Update changelog
2 years ago
144b6b2211
Bugfix/handle undefined in decode data source ( #2013 )
...
* Handle undefined data source
* Update changelog
2 years ago
19333ab084
Fix warnings ( #2011 )
2 years ago
b3baeb8a5d
Feature/support case insensitive names in portfolio proportion chart ( #2004 )
...
* Sum up case insensitive names
* Update changelog
2 years ago
215f5eafa6
Feature/set asset profile as benchmark ( #2002 )
...
* Set asset profile as benchmark
* Update changelog
Co-authored-by: Arghya Ghosh <arghyag5@gmail.com>
2 years ago
86296b3591
Feature/improve local number formatting in value component ( #1992 )
...
* Improve local number formatting
* Update changelog
2 years ago
4d700e3b83
Feature/add error message if importing duplicates ( #1984 )
...
* Add error messages if import include duplicates
* Update changelog
2 years ago
19e6df4fb2
Fix exception ( #1979 )
2 years ago
7fc3fff431
Bugfix/fix storybook setup ( #1976 )
...
* Fix Storybook setup
* Update changelog
2 years ago
edd690850c
Feature/setup open startup page ( #1967 )
...
* Setup Open Startup page
* Update changelog
2 years ago
9c30139b86
FIX #1951 : select checkbox state fix for duplicates ( #1958 )
...
* FIX #1951 : select checkbox state fix for duplicates
* Update changelog
2 years ago
7d6a74a67d
Feature/improve check for duplicates in import #1932 ( #1940 )
...
* Improve check for duplicates in import
* Update changelog
2 years ago
32c1e6b390
Feature/upgrade to nx 16.0 ( #1943 )
...
* Upgrade to Nx 16.0
* Update changelog
2 years ago
e1892d2870
Feature/platform management ( #1922 )
...
* Added platform management to admin control panel
* Update changelog
2 years ago
e3c9316486
Feature/improve tooltip of portfolio proportion chart ( #1919 )
...
* Hide title
* Update changelog
2 years ago
15c96a9757
Feature/add allocations by platform chart ( #1915 )
...
* Add allocations by platform
* Update changelog
2 years ago
1ca3792a4b
Feature/clean up initial values from x ray ( #1914 )
...
* Clean up initial (original) values from X-Ray
* Refactor current to valueInBaseCurrency
* Update changelog
2 years ago
f4c748f67a
Feature/extend support for impersonation mode ( #1898 )
...
* Support impersonation of all users for local development
* Update changelog
2 years ago
67e758365f
feature: allow to delete all activities of a user ( #1880 )
...
* Allow to delete all activities of a user
* Update changelog
2 years ago
3daf55a0dd
Bugfix/remove sort header in comment column of activities table ( #1883 )
...
* Remove sort header
* Update changelog
2 years ago
aafedd5f75
Feature/increase robustness if live data is missing ( #1884 )
...
* Continuously persist today's market data
* Add fallback to historical market data if data provider does not provide live data
* Update changelog
2 years ago
32956ae04c
Fix: performance column header alignment ( #1881 )
...
* Fix: performance column header alignment
* Update changelog
2 years ago
5eff8402db
Release/1.258.0 ( #1878 )
...
* Release 1.258.0
* Introduce data source mapping
* Update changelog
2 years ago
654446f068
Feature/improve handling of jobs ( #1864 )
...
* Improve handling of jobs
* Remove jobs on complete
* Refactor jobs removal
* Update changelog
2 years ago
1b7b082003
Feature/migrate various components to angular material 15 ( #1836 )
...
* Migrate components to Angular Material 15
* Update changelog
2 years ago
52e7a7886d
Feature/migrate libs components to angular material 15 ( #1833 )
...
* Migrate to Angular Material 15
* Update changelog
2 years ago
36298b217e
Feature/improve tick abbreviation function ( #1828 )
...
* Keep the value if value smaller than 1000
* Update changelog
2 years ago
9bce57894e
Feature/increase historical market data gathering to 10 years ( #1830 )
...
* Increase historical market data gathering of currency pairs to 10+ years
* Update changelog
2 years ago
a5f833c612
Feature/upgrade angular and nx 20230405 ( #1826 )
...
* Upgrade angular and Nx
* Update changelog
2 years ago
864f585efa
Release/1.250.0 ( #1821 )
2 years ago
6d56146054
Feature/add support for multiple subscription offers ( #1818 )
...
* Setup for multiple subscription offers
* Update changelog
2 years ago
1f3511368a
Feature/always show label in value component ( #1812 )
...
* Always show label while loading
* Update changelog
2 years ago
b37df2c84f
Bugfix/fix algebraic sign in value component ( #1811 )
...
* Fix algebraic sign by resetting member variables
* Update changelog
2 years ago
c45df20d88
Sort imports ( #1797 )
2 years ago
5db2faa17d
Bugfix/fix border color in fire calculator ( #1792 )
...
* Fix border color
* Update changelog
2 years ago
3af8be89e3
Feature/improve usability of fire calculator ( #1779 )
...
* Improve usability
* Add debounce
* Persist annualInterestRate
* Partially disable date picker
* Update changelog
2 years ago
fce9e7fb0c
Feature/extend fire calculator by retirement date ( #1748 )
...
* Extend fire calculator by retirement date
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
6301c0c21c
Clean up ( #1767 )
2 years ago
1e42d6bffa
Feature/harmonize axis style of charts ( #1768 )
...
* Harmonize axis style
* Update changelog
2 years ago
cc6320acfd
Feature/simplify database seeding ( #1763 )
...
* Simplify database seeding
* Update documentation
* Update changelog
2 years ago
261a0fb0b9
Refactor AuthInterceptor ( #1764 )
...
* Refactor AuthInterceptor
* Refactor JwtStrategy
2 years ago
897e941e7a
Feature/add data provider info to position ( #1730 )
...
* Add data provider info
* Update changelog
2 years ago
1ffa831c5c
Feature/improve style of symbol search results ( #1728 )
...
* Improve style
* Update changelog
2 years ago
bf2de5d572
Feature/add support to pricing page ( #1723 )
...
* Add support
* Update changelog
2 years ago
2b4a1dc480
Bugfix/fix issue with exact matches in activities filter ( #1724 )
...
* Fix issue with exact match
* Update changelog
2 years ago
ce022c024f
Feature/upgrade nx to version 15.7.2 ( #1721 )
...
* Upgrade Angular and Nx
* Update changelog
2 years ago
bfa32537a8
Feature/improve usability of import activities action ( #1695 )
...
* Improve usability of import activities action
* Update changelog
2 years ago
de76b0d8c3
Feature/add data import and export to pricing page ( #1697 )
...
* Add data import and export
* Update changelog
2 years ago
Cédric Meuter
Thomas Kaul
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gizmodus
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Sanjeev Sharma
Aldrin
Basim Mohammed
Pavol Kolcun
Kevin
Subhajit Ghosh
Siddharth Singh
Frane Caleta
Hugo Persson
Arghya Ghosh
Visrut
FabioAzevedo0619
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