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
dfcf826b4f
implement support for buy-sell(-buy) scenario ( #262 )
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Co-authored-by: Valentin Zickner <github@zickner.ch>
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
ba3b4564cd
Bugfix/dashboard currencies ( #260 )
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* filter list of orders only for relevant orders
* 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 )
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Co-authored-by: Valentin Zickner <github@zickner.ch>
3 years ago
c4b6273886
Clean up viewport scroller ( #255 )
3 years ago
7f047362cc
Bugfix/fix division by zero in calculate overall gross performance ( #253 )
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* Fix error with division by zero
* Update changelog
3 years ago
94d2310217
Bugfix/fix spike of positions with differing currency of user ( #248 )
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* Convert market price back to currency of position
* Update changelog
3 years ago
b7d950f3f9
Bugfix/fix missing market state in positions ( #250 )
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* Fix missing market state in positions
* Update changelog
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
5b4a1785ae
fix investment values for portfolio.service.ts ( #243 )
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* fix investment values for portfolio.service.ts
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
823501f43e
Sort imports ( #242 )
3 years ago
331ac7ded2
remove unused method in portfolio.service.ts ( #240 )
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Co-authored-by: Valentin Zickner <github@zickner.ch>
3 years ago
982ba7377a
remove legacy portfolio.ts
3 years ago
4bbd17a37a
fix tests
3 years ago
6a7def6c48
Clean up
3 years ago
ea219f0b88
Add guard
3 years ago
23b2e03923
refactor rule evaluation
3 years ago
04e6518226
move report generation to PortfolioService
3 years ago
72dbe00091
change rule service interface
3 years ago
9834c52739
refactor rule settings
3 years ago
c47578bd3e
Clean up
3 years ago
9e4a49d811
Remove fallback
3 years ago
a3a98c68a5
Fix missing currency conversion
3 years ago
21570cca19
Fix impersonation in performance endpoint
3 years ago
71a3115fc6
refactor get position endpoint
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Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
de83dc7b84
create investment endpoint for analysis timeline
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Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
4a0695613e
refactor PortfolioService#getOverview
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Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
328d814922
remove getPerformance from portfolio.ts
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Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
d23addb673
change getDetails to portfolio-calculator.ts
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Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
fb15cebb64
Add test ( #237 )
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* Add test
* fix calculation for overall gross performance percentage
Co-authored-by: Valentin Zickner <github@zickner.ch>
3 years ago
9c51a257ae
fix performance of combination of investments
3 years ago
f9b9dc32cb
Always show positions title
3 years ago
e7194ef3ce
Use new positions service
3 years ago
ec5523b459
Handle empty portfolio
3 years ago
c8c21a016a
Handle empty portfolio
3 years ago
9821b7f8f0
Add TWR test scenario 1 ( #236 )
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* 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
ed731afc66
fix market price fetch in case symbols are missing
3 years ago
ff15d5cbc4
Rename performance labels
3 years ago
3c4949de35
Hide net performance
3 years ago
bd0e53525b
Refactoring
3 years ago
cbdb68e2f8
Refactoring
3 years ago
8571709014
Refactoring
3 years ago
e7ef1d426e
Refactoring
3 years ago
39cba0a8eb
Refactoring
3 years ago
a90c314e30
Refactoring
3 years ago
47d71405e1
Refactoring
3 years ago
5e9cecc6c1
Refactoring
3 years ago
fb9e66318f
Improve test
3 years ago
b8194eb64f
Clean up code
3 years ago
cbb81916ee
Sort imports
3 years ago
9b1e9397a8
add errors in case gross performance is not set
3 years ago
b779964adb
add error handling to performance aggregation
3 years ago
409afac2a9
fix rate conversion for todays symbols
3 years ago
e0a4e16ea1
Improve error handling
3 years ago
dc84abdc0a
change performance report to portfolio calculator
3 years ago
b031b028f1
add today to getValues
3 years ago
3b7e0a0106
remove unnecessary if condition
3 years ago
ea66081073
move interfaces to separate files
3 years ago
602a770a09
fix typo
3 years ago
e522722aa6
Update comment
3 years ago
03ca5d7663
add further tests for portfolio-calculator with one transaction
3 years ago
136563c949
fix single buy test
3 years ago
948c45c602
Update test
3 years ago
e0be792e46
Re-enable all tests
3 years ago
c3d010135f
Add test for single buy
3 years ago
d6a16a6093
Improve error handling
3 years ago
34c13c80ec
add error handling for current positions
3 years ago
f65a108436
change hardcoded timestamp in test to timezone specific
3 years ago
993f066e08
remove console.time statements during portfolio calls
3 years ago
852902d1ab
add current position calculation with holding period return calculation
3 years ago
ee89822bfe
Fix tests
3 years ago
e0435e5cad
Add name to position
3 years ago
e2c23703dc
Fix tests
3 years ago
1226c26a9d
Refactor positions
3 years ago
fdc89f7182
optimize performance of positions endpoint
3 years ago
04e03bd080
add multi-date fetch for current values
3 years ago
66e7ad3fd2
prepare for multi-day database fetch
3 years ago
b4dc21dd61
Implement new positions endpoint
3 years ago
8a482e63b9
fix gross performance number type
3 years ago
aabfb39e8f
optimize portfolio calculator to fetch all symbols for one day
3 years ago
cdc8faff7f
add current position gross performance (percentage)
3 years ago
7b696e39de
add sorting and symbol as a result
3 years ago
c88ad2c225
change getValues to multiple symbols
3 years ago
cbe079ae66
ignore missing values
3 years ago
8e4ee7feea
optimize order loading
3 years ago
f1b3c61675
add additional time measurements
3 years ago
24dc312367
Add logs to benchmark
3 years ago
7ac7442f73
Declare functions explicitly as public
3 years ago
099571437e
Extend current rate service with getRange()
3 years ago
7dac059a55
Sort imports
3 years ago
48fbeda72d
Sort imports
3 years ago
19007cdc34
Optimize market data query
3 years ago
5037393866
Support today in current rate service
3 years ago
ddf24163b4
optimize database query execution for portfolio chart
3 years ago
b26521c4bd
add workaround for database date search
3 years ago
cfee6c1ddd
add draft integration of new portfolio calculator to chart
3 years ago
Thomas
Valentin Zickner
Valentin Zickner
Valentin Zickner