6765191a8c
Bugfix/fix position detail dialog open in holding search of assistant ( #3374 )
...
* Open position detail dialog (via holding search of assistant)
* Update changelog
9 months ago
f2cb671c7f
Feature/optimize get porfolio details endpoint ( #3366 )
...
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
9 months ago
3f41e5c5de
Bugfix/fix locale in markets overview ( #3369 )
...
* Fix locale if no user is logged in
* Update changelog
9 months ago
f3d961bc16
Feature/move holdings table to holdings tab of home page ( #3368 )
...
* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
9 months ago
42b70ef568
Feature/improve performance labels in position detail dialog ( #3363 )
...
* Improve performance labels (with and without currency effects)
* Update changelog
9 months ago
77beaaba08
Refactoring portfolio service ( #3365 )
9 months ago
0a53df4293
Feature/improve inactive user role ( #3360 )
...
* Improve inactive role
* Update changelog
9 months ago
486de968a2
Bugfix/fix division by zero error in dividend yield calculation ( #3354 )
...
* Handle division by zero
* Update changelog
9 months ago
a5833566a8
Feature/skip caching in portfolio calculator if active filters ( #3348 )
...
* Skip caching if active filters
* Update changelog
9 months ago
2173c418a7
Feature/validate forms using DTO for access, asset profile, tag and platform management ( #3337 )
...
* Validate forms using DTO for access, asset profile, tag and platform management
* Update changelog
9 months ago
4efd5cefd8
Bugfix/calculation of portfolio summary caused by future liabilities ( #3342 )
...
* Adapt date of future activities
* Update changelog
9 months ago
e10707fde4
Add missing guard to fix public page ( #3339 )
9 months ago
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
...
* Set up caching
* Update changelog
9 months ago
cd07802400
Bugfix/fix historical market data gathering for asset profiles with manual data source ( #3336 )
...
* Fix historical market data gathering for asset profiles with MANUAL data source
* Update changelog
9 months ago
b692b7432c
Feature/set up event system for portfolio changes ( #3333 )
...
* Set up event system for portfolio changes
* Update changelog
9 months ago
55b0fe232c
Bugfix/reset form values to null if empty string ( #3327 )
...
* Reset form values to null if empty string
* Update changelog
9 months ago
46432edce9
Feature/extend faq by custom asset instructions ( #3326 )
...
* Add instructions for custom asset
* Update changelog
9 months ago
990028316e
Refactor form controls to form getter ( #3325 )
9 months ago
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
...
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
9 months ago
39bd4a349b
Feature/improve chart in account detail dialog ( #3314 )
...
* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
9 months ago
1132dc9bdd
Feature/add unique constraint to account balance database schema ( #3315 )
...
* Add accountId and date as unique constraint to AccountBalance schema
* Update changelog
9 months ago
2d70b18593
Remove links ( #3306 )
9 months ago
b6ea7d23fa
Bugfix/add total value in base currency to redacted values ( #3313 )
...
* Add totalValueInBaseCurrency
* Update changelog
9 months ago
551b83a6e3
Bugfix/fix gaps in portfolio performance charts ( #3311 )
...
* Fix gaps in charts
* Update changelog
9 months ago
895c4fe299
Improve style on mobile ( #3310 )
9 months ago
ccb1bf881e
Feature/improve language localization for de 20240420 ( #3309 )
...
* Update translations
* Update changelog
9 months ago
7788b5a987
Improve messages ( #3308 )
9 months ago
dfacbed66d
Feature/add support to create account cash balances ( #3260 )
...
* Add support to create account cash balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
9 months ago
22d63c6102
Improve logging ( #3304 )
...
* Improve logging
9 months ago
212aa6a63b
Feature/add date range support to portfolio holdings page ( #3303 )
...
* Add date range support
* Update changelog
9 months ago
bed9ae916c
Migrate UI components to standalone ( #3302 )
9 months ago
b6ad362850
Feature/remove date range support in activities table on portfolio activities page ( #3301 )
...
* Remove date range support
* Update changelog
9 months ago
ab86dd5318
Add Home Assistant ( #3291 )
9 months ago
dba73d80a3
Improve logging ( #3300 )
9 months ago
92fb05320a
Migrate UI components to standalone ( #3296 )
9 months ago
73d62bb51f
Migrate UI components to standalone ( #3290 )
9 months ago
15857118fe
Feature/let data gathering queue jobs fail by throwing errors ( #3281 )
...
* Let data gathering queue jobs fail by throwing errors
* Update changelog
9 months ago
9241c04d5a
Feature/add form validation against DTO for activity and account ( #3230 )
...
* Add form validation against DTO for activity and account
* Update changelog
9 months ago
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
...
* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
9 months ago
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
...
* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
10 months ago
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
...
* Adapt priorities of data gathering jobs
* Update changelog
10 months ago
45340b581f
Bugfix/fix public page by including markets data ( #3263 )
...
* Include markets data
* Update changelog
10 months ago
6f8fe45fc2
Update OSS Friends ( #3258 )
10 months ago
34d9ceb009
Feature/add support to immediately execute queue job ( #3259 )
...
* Add support to immediately execute queue job
* Update changelog
10 months ago
2b97bbd05d
Move getChart() to portfolio calculator ( #3255 )
10 months ago
07c0e5a612
Feature/add currency to order database schema ( #3251 )
...
* Add currency to Order database schema
* Update changelog
10 months ago
719bbe156e
Feature/optimize calculation of allocations by market ( #3249 )
...
* Optimize calculation of allocations by market
* Update changelog
10 months ago
b51255a543
Feature/add key to x ray rule ( #3248 )
...
* Add key
* Update changelog
10 months ago
50dbbf0569
Feature/refactor symbol icon module to asset profile icon component ( #3245 )
...
* Refactor symbol icon module to asset profile icon component (standalone)
10 months ago
ca2e748c56
Bugfix/add missing tags in portfolio calculator ( #3243 )
...
* Add missing tags
* Update changelog
10 months ago
6152ff4b44
Remove condition ( #3242 )
10 months ago
c6641fde36
Feature/add icon to create or update platform dialog ( #3241 )
...
* Add platform icon
* Update changelog
10 months ago
4ae7e9fcbe
Feature/add icon to asset profile dialog ( #3240 )
...
* Add asset profile icon
* Update changelog
10 months ago
c10ae431a2
Feature/extend faq by data providers ( #3239 )
...
* Add data providers
* Update changelog
10 months ago
883e30e451
Feature/improve language localization for de 20240403 ( #3236 )
...
* Update translations
* Update changelog
10 months ago
f1f4f6247d
Feature/validate url in create and update platform dto ( #3235 )
...
* Validate url
* Update changelog
10 months ago
82fe1de1a7
Feature/add support to override asset (sub) class and url in admin control panel ( #3218 )
...
* Add support to override asset (sub) class and url in admin control panel
* Update changelog
10 months ago
371c999fbc
Feature/Add dividend yield to position detail dialog ( #2636 )
...
* Add dividend yield to position detail dialog
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
6f3cce1c5f
Feature/disable option to update cash balance if date is not today ( #3229 )
...
* Disable option to update cash balance if date is not today
* Update changelog
10 months ago
efdc9b387f
Eliminate ghostfolio-style.scss ( #3228 )
10 months ago
d7b579e3e8
Feature/refactor getAnnualizedPerformancePercent to portfolio calculator ( #3226 )
...
* Move getAnnualizedPerformancePercent() to portfolio calculator
10 months ago
b8533050b0
Bugfix/fix duplicated tags in position detail dialog ( #3224 )
...
* Fix duplicated tags
* Update changelog
10 months ago
1b81409b35
Add OpenAlternative logo ( #3225 )
10 months ago
8cd6c34ed8
Feature/introduce portfolio calculator factory ( #3214 )
...
* Introduce portfolio calculator factory
* Update changelog
10 months ago
0c68474802
Extract locales ( #3223 )
10 months ago
af47889d65
Add Chinese translations ( #3215 )
...
* Add Chinese translations
10 months ago
51203ec96e
Feature/setup chinese ( #3220 )
...
* Set up chinese
* Update changelog
10 months ago
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
...
* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
10 months ago
5ffc39c32f
Feature/improve usability to delete asset profile ( #3208 )
...
* Disable delete button for benchmarks
* Update changelog
10 months ago
a668a66e84
Feature/add missing dates to edit historical market data in asset profile details dialog ( #3206 )
...
* Add missing dates to edit historical market data in asset profile details dialog
* Update changelog
10 months ago
63a61fb492
Move portfolio calculator ( #3204 )
...
* Move portfolio calculator
10 months ago
5788c6474e
Refactor portfolio calculator ( #3203 )
...
* Refactor portfolio calculator
* Consume Activity[]
* Change computeTransactionPoints() to private
* Eliminate getTransactionPoints()
* Update changelog
10 months ago
5529fdc0ee
Move transaction points to constructor ( #3202 )
10 months ago
88a9b518f6
Bugfix/fix issue with overridden names in activities table ( #3200 )
...
* Fix issue with overridden names
* Update changelog
10 months ago
98de2355c4
Feature/Support overriding name of asset profile dialog ( #3199 )
...
* Support overriding name of asset profile dialog
* Update changelog
10 months ago
b41eb60348
Fix chart tooltip of benchmark comparator ( #3167 )
...
* Fix chart tooltip of benchmark comparator
* Update changelog
10 months ago
0edebe30e1
Feature/Add user account currency to export ( #3194 )
...
* Add user account currency to export
* Update changelog
10 months ago
50391e199a
Feature/improve generation of random strings ( #3196 )
...
* Replace Math.random() with crypto.randomBytes()
* Update changelog
10 months ago
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
...
* Upgrade @types/big.js to version 6.2.2
* Refactor imports
10 months ago
458ef169f4
Feature/add support for toncoin cryptocurrency ( #3189 )
...
* Add Toincoin
* Update changelog
10 months ago
87bf8df1c3
Bugfix/missing performance chart in presenter view ( #3181 )
...
* Fix missing performance chart in presenter view
* Update changelog
10 months ago
3f7d6b25c7
Feature/extend faq by backup strategy ( #3180 )
...
* Add backup strategy
* Update changelog
10 months ago
8a062e03ab
Feature/add benchmark name to tooltip of benchmark comparator ( #3177 )
...
* Add benchmark name to chart tooltip
* Update changelog
10 months ago
87cc887865
Feature/Set meta theme color dynamically to respect appearance ( #3129 )
...
* Set meta theme color dynamically to respect appearance (dark mode)
* Update changelog
10 months ago
61ecd15f1d
Feature/change edit button to a in admin market data page ( #3164 )
...
* Change edit button to a
* Update changelog
10 months ago
eb853f05ae
Feature/add support to delete asset profile from dialog ( #3165 )
...
* Add support to delete asset profile from dialog
* Update changelog
10 months ago
6285417903
Feature/change grant private access with permissions to general availability ( #3169 )
...
* Change grant private access with permissions from experimental to general availability
* Update changelog
10 months ago
ca674a654e
Feature/add symbol and isin to position detail dialog ( #3163 )
...
* Add symbol and ISIN
* Update translations
* Update changelog
10 months ago
7e28e42995
Feature/exclude fees from holdings ( #3160 )
10 months ago
e21563d903
Feature/increase timeout to load benchmarks ( #3158 )
...
* Increase request timeout
* Update changelog
10 months ago
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
...
* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
a90c067da0
Clean up ( #3157 )
10 months ago
38c2baf943
Feature/improve exception handling of current investments in various rules ( #3156 )
...
* Improve exception handling
* Update changelog
10 months ago
82c78cad6b
Format ( #3155 )
10 months ago
bffe6060bd
Pass portfolio calculator to getChart() ( #3153 )
10 months ago
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
...
* Fix total dividend calculation
* Update changelog
10 months ago
3b895afc9e
Enable account balance update for fee and interest activities ( #3145 )
...
* Enable account balance update for fee and interest activities
* Update changelog
10 months ago
00c2ede85e
Feature/improve usability of platform and tag management ( #3144 )
...
* Improve usability
* Update changelog
10 months ago
8420cb830c
Feature/add product roadmap to faq ( #3143 )
...
* Add product roadmap
* Update changelog
11 months ago
a0ddd1f9b9
Fix date conversion in import of historical market data ( #3117 )
...
* Fix date conversion in import of historical market data
* Update changelog
11 months ago
Thomas Kaul
Fedron
Bastien Jeannelle
Arshad Jamal
Francisco Silva
qiaoy
helgehatt
Christoph Califice
Miguel Coxo
Gerard Du Pre
rodriguestiago0