7130ac7565
Feature/add support for fees on account level ( #1954 )
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* 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 )
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* Remove account type from user interface and set it optional
* Update changelog
1 year ago
2d003225bc
Allow custom currency in activity import ( #2215 )
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* Allow custom currency in activity import
* Extend import test files
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
97bcd8ff49
Feature/enforce yyyy instead of yy as date format in activities import ( #2036 )
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* Enforce yyyy (instead of yy)
* Update changelog
1 year ago
623a284ba4
Feature/add and update historical data in bulk ( #1904 )
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* Upsert historical data in bulk
* Update changelog
2 years ago
732b14c6ab
Feature/improve activities import for csv files of ibkr ( #1824 )
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* Improve import for csv files by Interactive Brokers
* Update changelog
2 years ago
17b8c41673
Add test file ( #1810 )
2 years ago
b58631083b
Increase file size limit for imports ( #1726 )
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* Increase file size limit for imports
* Update changelog
2 years ago
a79f31b006
Feature/add accounts import export ( #1635 )
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* Add accounts to activities export
* Add logic for importing accounts
* Update changelog
2 years ago
3b6e0b20e2
Add test case ( #1399 )
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* Add test case
* Fix calculation for portfolio evolution chart
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
2 years ago
e444d717e5
Add tests for investments by month ( #1089 )
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* Fix investments by month
* Add tests for investments and investments by month
* Update changelog
2 years ago
4dc76817ce
Bugfix/fix import validation for numbers equal zero ( #875 )
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* Fix import validation for numbers equal 0
* Update changelog
3 years ago
1214127ec0
Feature/rename orders to activities in import and export ( #786 )
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* Rename orders to activities
* Update changelog
3 years ago
76f70598e2
Feature/add support for wealth items ( #666 )
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* Add support for wealth items
* Update changelog
3 years ago
9e1a7fc981
Feature/dividend ( #547 )
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* Add dividend to order type
* Support dividend in transactions table
* Support dividend in transaction dialog
* Extend import file with dividend
* Add dividend to portfolio summary
* Update changelog
Co-authored-by: Fly Man <fly.man.opensim@gmail.com>
3 years ago
e255b76053
Feature/check currency in import validation ( #538 )
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* Check currency in import validation (avoid importing transactions in wrong currency)
* Update changelog
3 years ago
632f3e3872
Add ok.csv ( #453 )
3 years ago
43104f81d0
Add test data ( #424 )
3 years ago
Thomas Kaul
Hugo Persson
Jason Feng
Yash Solanki