Thomas
|
c8c21a016a
|
Handle empty portfolio
|
3 years ago |
|
Thomas
|
9821b7f8f0
|
Add TWR test scenario 1 (#236)
* Add TWR test scenario 1
* fix second transaction item
* change time-weighted rate algorithm
Co-authored-by: Valentin Zickner <valentin.zickner@flowable.com>
|
3 years ago |
Valentin Zickner
|
ed731afc66
|
fix market price fetch in case symbols are missing
|
3 years ago |
|
Thomas
|
ff15d5cbc4
|
Rename performance labels
|
3 years ago |
|
Thomas
|
3c4949de35
|
Hide net performance
|
3 years ago |
|
Thomas
|
bd0e53525b
|
Refactoring
|
3 years ago |
|
Thomas
|
cbdb68e2f8
|
Refactoring
|
3 years ago |
|
Thomas
|
8571709014
|
Refactoring
|
3 years ago |
|
Thomas
|
e7ef1d426e
|
Refactoring
|
3 years ago |
|
Thomas
|
39cba0a8eb
|
Refactoring
|
3 years ago |
|
Thomas
|
a90c314e30
|
Refactoring
|
3 years ago |
|
Thomas
|
47d71405e1
|
Refactoring
|
3 years ago |
|
Thomas
|
5e9cecc6c1
|
Refactoring
|
3 years ago |
|
Thomas
|
fb9e66318f
|
Improve test
|
3 years ago |
|
Thomas
|
b8194eb64f
|
Clean up code
|
3 years ago |
|
Thomas
|
cbb81916ee
|
Sort imports
|
3 years ago |
|
Valentin Zickner
|
9b1e9397a8
|
add errors in case gross performance is not set
|
3 years ago |
|
Valentin Zickner
|
b779964adb
|
add error handling to performance aggregation
|
3 years ago |
|
Valentin Zickner
|
409afac2a9
|
fix rate conversion for todays symbols
|
3 years ago |
|
Thomas
|
e0a4e16ea1
|
Improve error handling
|
3 years ago |
|
Valentin Zickner
|
dc84abdc0a
|
change performance report to portfolio calculator
|
3 years ago |
|
Valentin Zickner
|
b031b028f1
|
add today to getValues
|
3 years ago |
|
Valentin Zickner
|
3b7e0a0106
|
remove unnecessary if condition
|
3 years ago |
|
Valentin Zickner
|
ea66081073
|
move interfaces to separate files
|
3 years ago |
|
Valentin Zickner
|
602a770a09
|
fix typo
|
3 years ago |
|
Thomas
|
e522722aa6
|
Update comment
|
3 years ago |
|
Valentin Zickner
|
03ca5d7663
|
add further tests for portfolio-calculator with one transaction
|
3 years ago |
|
Valentin Zickner
|
136563c949
|
fix single buy test
|
3 years ago |
|
Thomas
|
948c45c602
|
Update test
|
3 years ago |
|
Thomas
|
e0be792e46
|
Re-enable all tests
|
3 years ago |
|
Thomas
|
c3d010135f
|
Add test for single buy
|
3 years ago |
|
Thomas
|
d6a16a6093
|
Improve error handling
|
3 years ago |
|
Valentin Zickner
|
34c13c80ec
|
add error handling for current positions
|
3 years ago |
|
Valentin Zickner
|
f65a108436
|
change hardcoded timestamp in test to timezone specific
|
3 years ago |
|
Valentin Zickner
|
993f066e08
|
remove console.time statements during portfolio calls
|
3 years ago |
|
Valentin Zickner
|
852902d1ab
|
add current position calculation with holding period return calculation
|
3 years ago |
|
Thomas
|
ee89822bfe
|
Fix tests
|
3 years ago |
|
Thomas
|
e0435e5cad
|
Add name to position
|
3 years ago |
|
Thomas
|
e2c23703dc
|
Fix tests
|
3 years ago |
|
Thomas
|
1226c26a9d
|
Refactor positions
|
3 years ago |
|
Valentin Zickner
|
fdc89f7182
|
optimize performance of positions endpoint
|
3 years ago |
|
Valentin Zickner
|
04e03bd080
|
add multi-date fetch for current values
|
3 years ago |
|
Valentin Zickner
|
66e7ad3fd2
|
prepare for multi-day database fetch
|
3 years ago |
|
Thomas
|
b4dc21dd61
|
Implement new positions endpoint
|
3 years ago |
|
Valentin Zickner
|
8a482e63b9
|
fix gross performance number type
|
3 years ago |
|
Valentin Zickner
|
aabfb39e8f
|
optimize portfolio calculator to fetch all symbols for one day
|
3 years ago |
|
Valentin Zickner
|
cdc8faff7f
|
add current position gross performance (percentage)
|
3 years ago |
|
Valentin Zickner
|
7b696e39de
|
add sorting and symbol as a result
|
3 years ago |
|
Valentin Zickner
|
c88ad2c225
|
change getValues to multiple symbols
|
3 years ago |
|
Valentin Zickner
|
cbe079ae66
|
ignore missing values
|
3 years ago |
|
Valentin Zickner
|
8e4ee7feea
|
optimize order loading
|
3 years ago |
|
Valentin Zickner
|
f1b3c61675
|
add additional time measurements
|
3 years ago |
|
Thomas
|
24dc312367
|
Add logs to benchmark
|
3 years ago |
|
Thomas
|
7ac7442f73
|
Declare functions explicitly as public
|
3 years ago |
|
Thomas
|
099571437e
|
Extend current rate service with getRange()
|
3 years ago |
|
Thomas
|
7dac059a55
|
Sort imports
|
3 years ago |
|
Thomas
|
48fbeda72d
|
Sort imports
|
3 years ago |
|
Thomas
|
19007cdc34
|
Optimize market data query
|
3 years ago |
|
Thomas
|
5037393866
|
Support today in current rate service
|
3 years ago |
|
Valentin Zickner
|
ddf24163b4
|
optimize database query execution for portfolio chart
|
3 years ago |
|
Valentin Zickner
|
b26521c4bd
|
add workaround for database date search
|
3 years ago |
|
Valentin Zickner
|
cfee6c1ddd
|
add draft integration of new portfolio calculator to chart
|
3 years ago |
|
Valentin Zickner
|
19bcd601d1
|
add gross performance
|
3 years ago |
|
Valentin Zickner
|
836df69e68
|
add calculation of current investment
|
3 years ago |
|
Valentin Zickner
|
dd86adcea1
|
add investment to timeline calculation
|
3 years ago |
|
Valentin Zickner
|
4f7628921d
|
add timeline time point calculation
|
3 years ago |
|
Valentin Zickner
|
88f0cb095d
|
make it pretty
|
3 years ago |
|
Valentin Zickner
|
7538133d09
|
implement getCurrentPositions of PortfolioCalculator
|
3 years ago |
|
Thomas
|
67606e4026
|
Extend current rate service test
|
3 years ago |
|
Valentin Zickner
|
9de56c32ac
|
create base structure for portfolio rewrite
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
|
3 years ago |
|
Thomas
|
1c65599a16
|
Feature/add blog (#218)
* Setup blog
* Add german blog post
* Add english blog post
* Update changelog
|
3 years ago |
|
Thomas
|
61e667213e
|
Feature/add date range selector to positions tab (#234)
* Add date range selector
* Update changelog
|
3 years ago |
|
Thomas
|
f0c6517019
|
Improve tabs layout (#232)
|
3 years ago |
|
Thomas
|
80ba112bc0
|
Feature/change menu icon if menu open (#231)
* Change menu icon
* Update changelog
|
3 years ago |
|
Thomas
|
40696b425e
|
Feature/add tabs on the home page (#230)
* Add tabs
* Update changelog
|
3 years ago |
|
Thomas
|
cdcbe3ab71
|
Feature/various layout improvements (#224)
* Various layout improvements
* Update changelog
|
3 years ago |
|
Thomas
|
6996e5a140
|
Feature/add data gathering for symbol profile data (#228)
* Implement profile data gathering
* Update changelog
|
3 years ago |
|
Thomas
|
be8d60968d
|
Feature/improve active menu button style (#227)
* Improve text decoration style
* Update changelog
|
3 years ago |
|
Thomas
|
d53e5c4da5
|
Refactor auth guard (#226)
|
3 years ago |
|
Thomas
|
9072cbdba1
|
Feature/add no transactions info on zen page (#222)
* Add no transactions info to zen page
* Update changelog
|
3 years ago |
|
Thomas
|
120b691336
|
Bugfix/fix url to fear and greed index (#221)
* Fix url
* Update changelog
|
3 years ago |
|
Thomas
|
bd4ad76953
|
Feature/remove pause in onboarding (#220)
* Improve onboarding
* Remove pause
* Add icon
* Update changelog
|
3 years ago |
|
Thomas
|
94d56f553f
|
Bugfix/fix chart on landing page (#219)
* Fix chart on landing page
* Update changelog
|
3 years ago |
|
Thomas
|
51fbc538ca
|
Feature/set public stripe key dynamically (#216)
* Set public Stripe key dynamically
* Update changelog
|
3 years ago |
|
Thomas
|
39a76f7f40
|
Feature/add robots.txt (#215)
* Add robots.txt
* Update changelog
|
3 years ago |
|
Thomas
|
e4d325daab
|
Feature/various style improvements (#214)
* Improve styles
* Update changelog
|
3 years ago |
|
Thomas
|
b765df65d6
|
Improve wording (#213)
|
3 years ago |
|
Thomas
|
c7b7efae3b
|
Feature/import transactions (#212)
* Implement import transactions functionality
* Update changelog
|
3 years ago |
|
Thomas
|
be5b58f49a
|
Bugfix/fix warn color (#211)
* Fix warn color
* Update changelog
|
3 years ago |
|
Thomas
|
ecfe694f0b
|
Feature/export transactions (#209)
* Export functionality for transactions
* Update changelog
|
3 years ago |
|
Thomas
|
b3b9a051c3
|
Shorten slogan (#207)
|
3 years ago |
|
Thomas
|
bf1146bfd6
|
Feature/change slogan to wealth management (#206)
* Harmonize slogans to "Open Source Wealth Management Software"
* Update changelog
|
3 years ago |
|
Thomas
|
0774ca91a1
|
Improve settings selectors layout (#205)
|
3 years ago |
|
Thomas
|
f403807f2d
|
Bugfix/fix average buy price calculation (#204)
* Fix average buy price calculation
* Update changelog
|
3 years ago |
|
Thomas
|
f22991b090
|
Feature/respect cash balance in analysis (#203)
* Respect cash balance in in analysis
* Update changelog
|
3 years ago |
|
Thomas
|
1135a5b335
|
Fix rendering of currency and platform in dialogs and clean up observables (#202)
|
3 years ago |
|
Thomas
|
2c19d8c8e7
|
Feature/add balance to account (#193)
* Add balance attribute and calculate total balance
* Update changelog
|
3 years ago |
|
Thomas
|
db090229ce
|
Feature/add total value in the create or edit transaction dialog (#192)
* Display total value
* Update changelog
|
3 years ago |
|
Thomas
|
fbe590ddb9
|
Feature/upgrade angular material css vars to 2.0.0 (#200)
* Upgrade angular-material-css-vars
* Update changelog
|
3 years ago |
|
Thomas
|
3986e8f879
|
Upgrade Nx to version 12.5.4 (#194)
|
3 years ago |
