04e6518226
move report generation to PortfolioService
4 years ago
72dbe00091
change rule service interface
4 years ago
9834c52739
refactor rule settings
4 years ago
c47578bd3e
Clean up
4 years ago
9e4a49d811
Remove fallback
4 years ago
a3a98c68a5
Fix missing currency conversion
4 years ago
21570cca19
Fix impersonation in performance endpoint
4 years ago
71a3115fc6
refactor get position endpoint
...
Co-authored-by: Thomas <dotsilver@gmail.com>
4 years ago
de83dc7b84
create investment endpoint for analysis timeline
...
Co-authored-by: Thomas <dotsilver@gmail.com>
4 years ago
4a0695613e
refactor PortfolioService#getOverview
...
Co-authored-by: Thomas <dotsilver@gmail.com>
4 years ago
328d814922
remove getPerformance from portfolio.ts
...
Co-authored-by: Thomas <dotsilver@gmail.com>
4 years ago
d23addb673
change getDetails to portfolio-calculator.ts
...
Co-authored-by: Thomas <dotsilver@gmail.com>
4 years ago
fb15cebb64
Add test ( #237 )
...
* Add test
* fix calculation for overall gross performance percentage
Co-authored-by: Valentin Zickner <github@zickner.ch>
4 years ago
9c51a257ae
fix performance of combination of investments
4 years ago
ec5523b459
Handle empty portfolio
4 years ago
c8c21a016a
Handle empty portfolio
4 years ago
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>
4 years ago
ed731afc66
fix market price fetch in case symbols are missing
4 years ago
bd0e53525b
Refactoring
4 years ago
cbdb68e2f8
Refactoring
4 years ago
8571709014
Refactoring
4 years ago
e7ef1d426e
Refactoring
4 years ago
39cba0a8eb
Refactoring
4 years ago
a90c314e30
Refactoring
4 years ago
47d71405e1
Refactoring
4 years ago
5e9cecc6c1
Refactoring
4 years ago
fb9e66318f
Improve test
4 years ago
b8194eb64f
Clean up code
4 years ago
cbb81916ee
Sort imports
4 years ago
9b1e9397a8
add errors in case gross performance is not set
4 years ago
b779964adb
add error handling to performance aggregation
4 years ago
409afac2a9
fix rate conversion for todays symbols
4 years ago
e0a4e16ea1
Improve error handling
4 years ago
dc84abdc0a
change performance report to portfolio calculator
4 years ago
b031b028f1
add today to getValues
4 years ago
3b7e0a0106
remove unnecessary if condition
4 years ago
ea66081073
move interfaces to separate files
4 years ago
602a770a09
fix typo
4 years ago
e522722aa6
Update comment
4 years ago
03ca5d7663
add further tests for portfolio-calculator with one transaction
4 years ago
136563c949
fix single buy test
4 years ago
948c45c602
Update test
4 years ago
e0be792e46
Re-enable all tests
4 years ago
c3d010135f
Add test for single buy
4 years ago
d6a16a6093
Improve error handling
4 years ago
34c13c80ec
add error handling for current positions
4 years ago
f65a108436
change hardcoded timestamp in test to timezone specific
4 years ago
993f066e08
remove console.time statements during portfolio calls
4 years ago
852902d1ab
add current position calculation with holding period return calculation
4 years ago
ee89822bfe
Fix tests
4 years ago
e0435e5cad
Add name to position
4 years ago
e2c23703dc
Fix tests
4 years ago
1226c26a9d
Refactor positions
4 years ago
fdc89f7182
optimize performance of positions endpoint
4 years ago
04e03bd080
add multi-date fetch for current values
4 years ago
66e7ad3fd2
prepare for multi-day database fetch
4 years ago
b4dc21dd61
Implement new positions endpoint
4 years ago
8a482e63b9
fix gross performance number type
4 years ago
aabfb39e8f
optimize portfolio calculator to fetch all symbols for one day
4 years ago
cdc8faff7f
add current position gross performance (percentage)
4 years ago
7b696e39de
add sorting and symbol as a result
4 years ago
c88ad2c225
change getValues to multiple symbols
4 years ago
cbe079ae66
ignore missing values
4 years ago
8e4ee7feea
optimize order loading
4 years ago
f1b3c61675
add additional time measurements
4 years ago
24dc312367
Add logs to benchmark
4 years ago
7ac7442f73
Declare functions explicitly as public
4 years ago
099571437e
Extend current rate service with getRange()
4 years ago
7dac059a55
Sort imports
4 years ago
48fbeda72d
Sort imports
4 years ago
19007cdc34
Optimize market data query
4 years ago
5037393866
Support today in current rate service
4 years ago
ddf24163b4
optimize database query execution for portfolio chart
4 years ago
b26521c4bd
add workaround for database date search
4 years ago
cfee6c1ddd
add draft integration of new portfolio calculator to chart
4 years ago
19bcd601d1
add gross performance
4 years ago
836df69e68
add calculation of current investment
4 years ago
dd86adcea1
add investment to timeline calculation
4 years ago
4f7628921d
add timeline time point calculation
4 years ago
88f0cb095d
make it pretty
4 years ago
7538133d09
implement getCurrentPositions of PortfolioCalculator
4 years ago
67606e4026
Extend current rate service test
4 years ago
9de56c32ac
create base structure for portfolio rewrite
...
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 years ago
1c65599a16
Feature/add blog ( #218 )
...
* Setup blog
* Add german blog post
* Add english blog post
* Update changelog
4 years ago
6996e5a140
Feature/add data gathering for symbol profile data ( #228 )
...
* Implement profile data gathering
* Update changelog
4 years ago
51fbc538ca
Feature/set public stripe key dynamically ( #216 )
...
* Set public Stripe key dynamically
* Update changelog
4 years ago
c7b7efae3b
Feature/import transactions ( #212 )
...
* Implement import transactions functionality
* Update changelog
4 years ago
ecfe694f0b
Feature/export transactions ( #209 )
...
* Export functionality for transactions
* Update changelog
4 years ago
f403807f2d
Bugfix/fix average buy price calculation ( #204 )
...
* Fix average buy price calculation
* Update changelog
4 years ago
f22991b090
Feature/respect cash balance in analysis ( #203 )
...
* Respect cash balance in in analysis
* Update changelog
4 years ago
2c19d8c8e7
Feature/add balance to account ( #193 )
...
* Add balance attribute and calculate total balance
* Update changelog
4 years ago
3986e8f879
Upgrade Nx to version 12.5.4 ( #194 )
4 years ago
290e93bbd7
Release 1.23.1 ( #191 )
4 years ago
92d321a001
Drafts for orders ( #187 )
...
* Render the future with a dashed border
* Update changelog
4 years ago
367f25a975
Feature/set user id in stripe callback ( #184 )
...
* Set user id as description
* Update changelog
4 years ago
09bbda3502
Change from subscription to one time payment ( #181 )
4 years ago
ad00cd9d81
Feature/setup subscription with stripe ( #178 )
...
* Set up stripe for subscriptions
* Update permissions and add discount
* Update changelog
4 years ago
66c955ad6c
Feature/ghostfolio in numbers ( #175 )
...
* Add Ghostfolio in numbers section
* Update changelog
4 years ago
0264b592b9
Feature/improve investments by sector ( #172 )
...
* Improve investments analysis by sector
* Update changelog
4 years ago
6c1119caec
Restrict webauthn to fingerprint only and improve UX ( #161 )
...
* Restrict webauthn to fingerprint only
* Move webauthn login to separate page /webauthn
* Stay signed in with social login
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 years ago
Valentin Zickner
Thomas
Valentin Zickner
Matthias Frey