Thomas Kaul
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8386fec98a
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Feature/automatic deletion of unused asset profiles (#3525)
* Automatic deletion of unused asset profiles
* Update changelog
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7 months ago |
|
Thomas Kaul
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76890e63fa
|
Bugfix/fix all time high in benchmarks (#3527)
* Fix all time high
* Update changelog
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7 months ago |
|
Thomas Kaul
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ee086638f3
|
Feature/add benchmarks preset to admin control panel (#3513)
* Add benchmarks preset
* Update changelog
|
7 months ago |
|
Thomas Kaul
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58d1abbd38
|
Feature/clean up imports (#3514)
* Clean up imports
|
7 months ago |
|
Thomas Kaul
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ba979cbae2
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Bugfix/fix addition of manual asset without market data (#3516)
* Provide default value
* Update changelog
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7 months ago |
|
Thomas Kaul
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8cda43bb63
|
Bugfix/persist intraday market data only if market state is open (#3509)
* Persist INTRADAY data only if market state is open
* Update changelog
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7 months ago |
Eduardo Marinho
|
ff121243e4
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Feature/extend asset profile for currency (#3495)
* Extend asset profile for currency
* Update changelog
|
7 months ago |
|
Thomas Kaul
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a201fc7a97
|
Feature/upgrade stripe dependencies 20240617 (#3499)
* Upgrade Stripe dependencies
* Update changelog
|
7 months ago |
|
Thomas Kaul
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519827045a
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Feature/add dialog for benchmarks in markets overview (#3493)
* Add benchmarks dialog in markets overview
* Update changelog
|
7 months ago |
|
Thomas Kaul
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bf20a5de82
|
Feature/improve date validation in activity endpoints (#3489)
* Improve date validation
* Update changelog
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7 months ago |
|
Eduardo Marinho
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873fd53715
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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
|
7 months ago |
|
Thomas Kaul
|
cc92592d86
|
Feature/refactor personal finance tools section (#3478)
* Refactoring
|
8 months ago |
|
Thomas Kaul
|
23e4d5454d
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Feature/improve allocations by etf holding (#3467)
* Improve allocations by ETF holding
* Update changelog
|
8 months ago |
|
Thomas Kaul
|
8a9ae9bb33
|
Feature/allocations by etf holding (#3464)
* Setup allocations by ETF holding
* Update changelog
|
8 months ago |
|
Thomas Kaul
|
af65a99398
|
Feature/extend personal finance tools 20240604 (#3457)
* Add Koyfin
* Add Navexa
* Add Stonksfolio
|
8 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>
|
8 months ago |
|
Thomas Kaul
|
98a9523eee
|
Feature/extend personal finance tools (#3448)
|
8 months ago |
|
Thomas Kaul
|
0e08d8830e
|
Handle reduce of empty array (#3446)
|
8 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
|
8 months ago |
|
Thomas Kaul
|
b12ac1fe84
|
Feature/simplify module imports of api (#3443)
* Simplify module imports
|
8 months ago |
|
Thomas Kaul
|
918d0b85d4
|
Feature/update passport dependencies (#3433)
* Update passport dependencies
* Refactor Google strategy
* Update changelog
|
8 months ago |
|
Thomas Kaul
|
e31b4c64cb
|
Feature/refactor holding detail dialog to standalone (#3407)
* Refactor holding detail dialog to standalone
* Update changelog
|
8 months ago |
|
Thomas Kaul
|
812ff5cbdc
|
Feature/refresh cryptocurrencies list 20240514 (#3411)
* Refresh cryptocurrencies list
* Update changelog
|
8 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
|
8 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>
|
9 months ago |
|
Thomas Kaul
|
4ad4fa2b30
|
Feature/clean up deprecated GET api/portfolio/positions endpoint (#3373)
|
9 months ago |
|
Thomas Kaul
|
9b5e350e3b
|
Feature/harmonize log message (#3343)
|
9 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
|
9 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
|
9 months ago |
|
Thomas Kaul
|
77beaaba08
|
Refactoring portfolio service (#3365)
|
9 months ago |
|
Thomas Kaul
|
0a53df4293
|
Feature/improve inactive user role (#3360)
* Improve inactive role
* Update changelog
|
9 months ago |
|
Thomas Kaul
|
486de968a2
|
Bugfix/fix division by zero error in dividend yield calculation (#3354)
* Handle division by zero
* Update changelog
|
9 months ago |
|
Thomas Kaul
|
a5833566a8
|
Feature/skip caching in portfolio calculator if active filters (#3348)
* Skip caching if active filters
* Update changelog
|
9 months ago |
|
Thomas Kaul
|
4efd5cefd8
|
Bugfix/calculation of portfolio summary caused by future liabilities (#3342)
* Adapt date of future activities
* Update changelog
|
9 months ago |
|
Thomas Kaul
|
e10707fde4
|
Add missing guard to fix public page (#3339)
|
9 months ago |
|
Thomas Kaul
|
4f41bac328
|
Feature/set up caching in portfolio calculator (#3335)
* Set up caching
* Update changelog
|
9 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
|
9 months ago |
|
Thomas Kaul
|
b692b7432c
|
Feature/set up event system for portfolio changes (#3333)
* Set up event system for portfolio changes
* Update changelog
|
9 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
|
9 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
|
9 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
|
9 months ago |
|
Thomas Kaul
|
b6ea7d23fa
|
Bugfix/add total value in base currency to redacted values (#3313)
* Add totalValueInBaseCurrency
* Update changelog
|
9 months ago |
|
Thomas Kaul
|
551b83a6e3
|
Bugfix/fix gaps in portfolio performance charts (#3311)
* Fix gaps in charts
* Update changelog
|
9 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>
|
9 months ago |
|
Thomas Kaul
|
22d63c6102
|
Improve logging (#3304)
* Improve logging
|
9 months ago |
|
Thomas Kaul
|
212aa6a63b
|
Feature/add date range support to portfolio holdings page (#3303)
* Add date range support
* Update changelog
|
9 months ago |
|
Thomas Kaul
|
dba73d80a3
|
Improve logging (#3300)
|
9 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
|
9 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
|
9 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
|
9 months ago |
