fe2bd6eea8
Feature/protect endpoints ( #396 )
...
* Protect endpoints
* Update changelog
3 years ago
035052be99
Feature/improve exchange rates table ( #394 )
...
* Improve exchange rates table
* Update changelog
3 years ago
6333aa972d
Bugfix/fix data gathering after seed ( #390 )
...
* Fix data gathering after seed
* Update changelog
3 years ago
dcee651098
Feature/support unlimited currencies ( #387 )
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* Support unlimited currencies
* Update changelog
3 years ago
508a48f4c3
Feature/hide actions in presenter view ( #380 )
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* Hide actions if restricted view is active
* Update changelog
3 years ago
8466e3d73f
Feature/always show adapted portfolio page ( #388 )
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* Always show adapted portfolio page
* Update changelog
3 years ago
9ae9904389
Feature/add story for line chart component ( #385 )
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* Add story for line chart component
* Update changelog
3 years ago
af022ae316
Feature/add story for portfolio proportion chart component ( #384 )
...
* Add story
* Use new component
* Update changelog
3 years ago
98be8745d9
Bugfix/fix create or edit transaction dialog ( #382 )
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* Fix create or edit transaction dialog
* Update changelog
3 years ago
0f72673ef4
Feature/respect data source in symbol data endpoint ( #370 )
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* Respect data source in symbol data endpoint
* Respect data source in the data provider service
* Combine symbol with data source in get() of data provider service
* Improve search functionality for multiple data sources
* Update changelog
3 years ago
5ea455b98b
Feature/upgrade simplewebauthn dependencies to version 4.1.0 ( #365 )
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* Upgrade @simplewebauthn dependencies to version 4.1.0
* @simplewebauthn/browser
* @simplewebauthn/server
* Update changelog
3 years ago
39f315aba0
Feature/add annualized performance ( #364 )
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* Add annualized performance
* Update changelog
3 years ago
df2dfc20a1
Feature/add slack channel ( #363 )
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* Add Slack channel
* Update changelog
3 years ago
5d4156ecec
Feature/refactor position detail dialog ( #355 )
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* Add name to portfolio position endpoint
* Update changelog
3 years ago
773444b1e2
Bugfix/fix home button overlap on ios ( #360 )
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* Fix overlap
* Update changelog
3 years ago
3c46bde8d5
Bugfix/fix fear and greed index ( #359 )
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* Fix fear and greed index
* Refactor fear and greed index symbol
* GF.FEAR_AND_GREED_INDEX -> _GF_FEAR_AND_GREED_INDEX
* Update changelog
3 years ago
9ed82ac82b
Feature/improve labels of allocation chart by symbol ( #353 )
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* Improve labels
* Update changelog
3 years ago
9c9ca4ab1e
Add labels to allocation piecharts ( #337 )
3 years ago
9cbf789c22
Bugfix/fix values in position detail dialog ( #351 )
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* Nullify netPerformance
* Introduce precision
* Update changelog
3 years ago
48ab862bb6
net performance for current positions ( #330 )
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* implement fees for transaction points #324
* add net performance to current positions #324
* add net performance to calculate timeline #324
* make timeline fee accumulated by default #324
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
ba234a470e
Feature/add storybook story for trend indicator component ( #346 )
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* Add storybook story for trend indicator component
* Update changelog
3 years ago
ccae660104
Feature/add storybook story for no transactions info component ( #345 )
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* Add storybook story for no transactions info component
* Update changelog
3 years ago
21ed91d184
Feature/add storybook story for logo component ( #344 )
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* Add storybook story for logo component
* Update changelog
3 years ago
5fd413e57e
Feature/setup storybook ( #332 )
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* Setup ui library with storybook
* Add value component with story
* Update changelog
3 years ago
4c194c938a
Feature/add contributors count to statistics ( #342 )
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* Add contributors count to statistics
* Update changelog
3 years ago
747e5b63fa
Feature/restructure allocations page including allocations by symbol ( #333 )
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* Restructure allocations page
* Update changelog
3 years ago
b1187cf880
Add a new symbol allocation chart ( #326 )
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* Add a new symbol allocation chart
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
ba9e6eab58
Feature/add link to transactions below holdings ( #329 )
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* Add link: Manage transactions
* Update changelog
3 years ago
01feead017
Show decimal `transactionCount` and singular for 1 transaction ( #327 )
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* Show decimal `transactionCount` and singular for 1 transaction
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
6386786ac0
Bugfix/improve symbol lookup ( #322 )
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* Improve symbol lookup
* Update changelog
3 years ago
72c065a59d
Feature/introduce asset sub class ( #312 )
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* Introduce asset sub class
* Update changelog
3 years ago
98dac4052a
Feature/add subscription type to the admin user table ( #311 )
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* Add the subscription type to the user table in the admin control panel
* Update changelog
3 years ago
2083d28d02
Feature/minor improvements in the page components ( #310 )
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* Move permissions to constructor
* Sort imports
3 years ago
aad8f77093
Feature/improve allocations by account ( #308 )
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* Improve allocations by account
* Eliminate accounts from PortfolioPosition
* Ignore cash assets in the allocation chart by sector, continent and country
* Add missing accounts to portfolio details
* Update changelog
3 years ago
a904208d06
Feature/improve table styling ( #307 )
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* Improve table styling
* Update changelog
3 years ago
2733b78044
Minor improvement ( #306 )
3 years ago
b43b515df1
Feature/add link to system status page ( #305 )
...
* Add link to system status page
* Update changelog
3 years ago
70e14b4d3c
Feature/improve restricted view mode ( #304 )
...
* Improve wording and padding
* Update changelog
3 years ago
05b0efef82
Feature/add restricted view ( #295 )
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* Add restricted view
* Update changelog
3 years ago
7c91727eb1
Feature/restructure allocations page ( #294 )
...
* Restructure allocations page
* Update changelog
3 years ago
0ee2258af8
Feature/improve impersonation mode ( #293 )
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* Improve the impersonation mode
* Update changelog
3 years ago
77936e3bf3
Feature/improve users table ( #291 )
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* Improve users table
* Engagement / Day
* Registration
* Update changelog
3 years ago
13090bf6b5
Feature/add overview menu item on mobile ( #290 )
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* Add overview menu item
* Update changelog
3 years ago
96a615dc5d
Bugfix/only allow supported currencies in symbol search ( #287 )
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* Only allow supported currencies in symbol search
* Update changelog
3 years ago
98f44323da
Feature/improve usability of tabs on home page ( #283 )
...
* Improve usability: lazy load endpoints on tab change
* Feature/improve portfolio summary (#285 )
* Update changelog
3 years ago
0a85a56c67
Respect cash balance in allocations, do not hide cryptocurrency holdings ( #280 )
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* Respect cash balance in allocations, do not hide cryptocurrency holdings
* Update changelog
3 years ago
4ad5590838
Feature/improve data gathering ( #276 )
...
* Improve data gathering
* Refactoring
* On server restart, only reset if hanging in LOCKED_DATA_GATHERING state
* Update changelog
3 years ago
80d043729d
Feature/replace type with asset class ( #274 )
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* Improved the asset classification
* Add assetClass to symbolProfile
* Remove type from position
* Update changelog
3 years ago
178166d86b
Extend investment chart by three months ( #273 )
3 years ago
616d601cf6
Improve wording ( #275 )
3 years ago
e88b889fdd
Feature/optimize accounts table for mobile ( #271 )
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* Optimize accounts table
* Update changelog
3 years ago
f6cdc4ff47
Feature/disable pagination of tabs ( #272 )
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* Disable pagination
* Update changelog
3 years ago
bb76ace95d
Feature/improve support for draft transactions ( #265 )
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* Improve support for draft transactions
* Update changelog
3 years ago
f743c03e17
Feature/restructure page hierarchy ( #259 )
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* Introduce portfolio group, remove tools
* Extract allocations to separate page
* Update changelog
3 years ago
218efbb5bd
fix position diagram for sold items ( #261 )
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* fix position diagram for sold items
* Add missing data to position from the past
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
bf256ae50c
fix position currency conversion ( #256 )
...
Co-authored-by: Valentin Zickner <github@zickner.ch>
3 years ago
c4b6273886
Clean up viewport scroller ( #255 )
3 years ago
b7943889da
Feature/add screenshot ( #251 )
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* Add screenshot
* Update changelog
3 years ago
4bd41ffa41
Feature/eliminate name from timeline position ( #245 )
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* Eliminate name from timeline position: Get the name from the symbolProfileService instead
* Update changelog
3 years ago
423ceec317
Feature/remove symbol icon from dialog header ( #244 )
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* Remove symbol icon from dialog header
* Clean up code
3 years ago
823501f43e
Sort imports ( #242 )
3 years ago
71a3115fc6
refactor get position endpoint
...
Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
de83dc7b84
create investment endpoint for analysis timeline
...
Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
f9b9dc32cb
Always show positions title
3 years ago
e7194ef3ce
Use new positions service
3 years ago
ff15d5cbc4
Rename performance labels
3 years ago
3c4949de35
Hide net performance
3 years ago
cbdb68e2f8
Refactoring
3 years ago
1226c26a9d
Refactor positions
3 years ago
b4dc21dd61
Implement new positions endpoint
3 years ago
1c65599a16
Feature/add blog ( #218 )
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* Setup blog
* Add german blog post
* Add english blog post
* Update changelog
3 years ago
61e667213e
Feature/add date range selector to positions tab ( #234 )
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* Add date range selector
* Update changelog
3 years ago
f0c6517019
Improve tabs layout ( #232 )
3 years ago
80ba112bc0
Feature/change menu icon if menu open ( #231 )
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* Change menu icon
* Update changelog
3 years ago
40696b425e
Feature/add tabs on the home page ( #230 )
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* Add tabs
* Update changelog
3 years ago
cdcbe3ab71
Feature/various layout improvements ( #224 )
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* Various layout improvements
* Update changelog
3 years ago
6996e5a140
Feature/add data gathering for symbol profile data ( #228 )
...
* Implement profile data gathering
* Update changelog
3 years ago
be8d60968d
Feature/improve active menu button style ( #227 )
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* Improve text decoration style
* Update changelog
3 years ago
d53e5c4da5
Refactor auth guard ( #226 )
3 years ago
9072cbdba1
Feature/add no transactions info on zen page ( #222 )
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* Add no transactions info to zen page
* Update changelog
3 years ago
120b691336
Bugfix/fix url to fear and greed index ( #221 )
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* Fix url
* Update changelog
3 years ago
bd4ad76953
Feature/remove pause in onboarding ( #220 )
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* Improve onboarding
* Remove pause
* Add icon
* Update changelog
3 years ago
94d56f553f
Bugfix/fix chart on landing page ( #219 )
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* Fix chart on landing page
* Update changelog
3 years ago
51fbc538ca
Feature/set public stripe key dynamically ( #216 )
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* Set public Stripe key dynamically
* Update changelog
3 years ago
39a76f7f40
Feature/add robots.txt ( #215 )
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* Add robots.txt
* Update changelog
3 years ago
e4d325daab
Feature/various style improvements ( #214 )
...
* Improve styles
* Update changelog
3 years ago
b765df65d6
Improve wording ( #213 )
3 years ago
c7b7efae3b
Feature/import transactions ( #212 )
...
* Implement import transactions functionality
* Update changelog
3 years ago
be5b58f49a
Bugfix/fix warn color ( #211 )
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* Fix warn color
* Update changelog
3 years ago
ecfe694f0b
Feature/export transactions ( #209 )
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* Export functionality for transactions
* Update changelog
3 years ago
b3b9a051c3
Shorten slogan ( #207 )
3 years ago
bf1146bfd6
Feature/change slogan to wealth management ( #206 )
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* Harmonize slogans to "Open Source Wealth Management Software"
* Update changelog
3 years ago
0774ca91a1
Improve settings selectors layout ( #205 )
3 years ago
f22991b090
Feature/respect cash balance in analysis ( #203 )
...
* Respect cash balance in in analysis
* Update changelog
3 years ago
1135a5b335
Fix rendering of currency and platform in dialogs and clean up observables ( #202 )
3 years ago
2c19d8c8e7
Feature/add balance to account ( #193 )
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* Add balance attribute and calculate total balance
* Update changelog
3 years ago
db090229ce
Feature/add total value in the create or edit transaction dialog ( #192 )
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* Display total value
* Update changelog
3 years ago
fbe590ddb9
Feature/upgrade angular material css vars to 2.0.0 ( #200 )
...
* Upgrade angular-material-css-vars
* Update changelog
3 years ago
3986e8f879
Upgrade Nx to version 12.5.4 ( #194 )
3 years ago
92d321a001
Drafts for orders ( #187 )
...
* Render the future with a dashed border
* Update changelog
3 years ago
Thomas Kaul
Ivo Valchev
Valentin Zickner
Valentin Zickner