Thomas Kaul
747e5b63fa
Feature/restructure allocations page including allocations by symbol ( #333 )
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* Restructure allocations page
* Update changelog
3 years ago
Ivo Valchev
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
Thomas Kaul
ba9e6eab58
Feature/add link to transactions below holdings ( #329 )
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* Add link: Manage transactions
* Update changelog
3 years ago
Ivo Valchev
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
Thomas Kaul
6386786ac0
Bugfix/improve symbol lookup ( #322 )
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* Improve symbol lookup
* Update changelog
3 years ago
Thomas Kaul
73a967a7e5
Feature/add cash as asset sub class ( #319 )
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* Add cash as asset sub class
* Update changelog
3 years ago
Thomas Kaul
c5bb3023d3
Bugfix/filter out positions without quantity ( #317 )
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* Filter out positions without any quantity
* Update changelog
3 years ago
Thomas Kaul
fe975945d1
Feature/add fallback for loading currencies ( #315 )
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* Add fallback for loading currencies
* Update changelog
3 years ago
Thomas Kaul
d8782b0d4c
Feature/automate countries for stocks in symbol profile data ( #314 )
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* Automate countries for stocks in symbol profile data
* Update changelog
3 years ago
Thomas Kaul
72c065a59d
Feature/introduce asset sub class ( #312 )
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* Introduce asset sub class
* Update changelog
3 years ago
Thomas Kaul
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
Thomas Kaul
2083d28d02
Feature/minor improvements in the page components ( #310 )
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* Move permissions to constructor
* Sort imports
3 years ago
Thomas Kaul
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
Thomas Kaul
a904208d06
Feature/improve table styling ( #307 )
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* Improve table styling
* Update changelog
3 years ago
Thomas Kaul
2733b78044
Minor improvement ( #306 )
3 years ago
Thomas Kaul
b43b515df1
Feature/add link to system status page ( #305 )
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* Add link to system status page
* Update changelog
3 years ago
Thomas Kaul
70e14b4d3c
Feature/improve restricted view mode ( #304 )
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* Improve wording and padding
* Update changelog
3 years ago
Thomas Kaul
c2ab6a6c44
Feature/improve portfolio details endpoint ( #302 )
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* Make details endpoint fault tolerant (do not throw error)
* Update changelog
3 years ago
Thomas Kaul
c71a4c078e
Bugfix/convert g bp to gbp in yahoo finance service ( #301 )
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* Fix currency inconsistency in the yahoo finance service (GBp to GBP)
* Update changelog
3 years ago
Thomas Kaul
e17b217032
Bugfix/fix issue on buy date in position detail dialog ( #297 )
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* Fix issue on buy date
* Update changelog
3 years ago
Thomas Kaul
05b0efef82
Feature/add restricted view ( #295 )
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* Add restricted view
* Update changelog
3 years ago
Thomas Kaul
7c91727eb1
Feature/restructure allocations page ( #294 )
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* Restructure allocations page
* Update changelog
3 years ago
Thomas Kaul
0ee2258af8
Feature/improve impersonation mode ( #293 )
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* Improve the impersonation mode
* Update changelog
3 years ago
Valentin Zickner
308b218487
introduce basic module structure for data provider ( #278 )
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* introduce basic module structure for data provider
* introduce DataGatheringModule
* introduce ExchangeRateDataModule
* introduce ImpersonationModule
* move RulesService
* cleanup portfolio module
* Sort imports
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
Thomas
77936e3bf3
Feature/improve users table ( #291 )
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* Improve users table
* Engagement / Day
* Registration
* Update changelog
3 years ago
Thomas
13090bf6b5
Feature/add overview menu item on mobile ( #290 )
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* Add overview menu item
* Update changelog
3 years ago
Thomas
b898c0678d
Feature/refactor exchange rate service ( #289 )
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* Refactor exchange rate service
* Update changelog
3 years ago
Thomas
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
Thomas
98f44323da
Feature/improve usability of tabs on home page ( #283 )
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* Improve usability: lazy load endpoints on tab change
* Feature/improve portfolio summary (#285 )
* Update changelog
3 years ago
Thomas
908aba170d
Fix position chart for missing historical data ( #284 )
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* Fix position chart for missing historical data
* Update changelog
3 years ago
Thomas
8ac1272a9d
Feature/eliminate name from scraper config ( #277 )
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* Eliminate name from scraper config
* Update changelog
3 years ago
Thomas
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
Thomas
4ad5590838
Feature/improve data gathering ( #276 )
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* Improve data gathering
* Refactoring
* On server restart, only reset if hanging in LOCKED_DATA_GATHERING state
* Update changelog
3 years ago
Thomas
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
Thomas
178166d86b
Extend investment chart by three months ( #273 )
3 years ago
Thomas
37358fb480
Bugfix/add fallback if exchange service is not initialized ( #264 )
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* Add fallback and log error
* Update changelog
3 years ago
Thomas
616d601cf6
Improve wording ( #275 )
3 years ago
Thomas
e88b889fdd
Feature/optimize accounts table for mobile ( #271 )
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* Optimize accounts table
* Update changelog
3 years ago
Thomas
f6cdc4ff47
Feature/disable pagination of tabs ( #272 )
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* Disable pagination
* Update changelog
3 years ago
Thomas
3589e72aea
Harmonize prisma service ( #266 )
3 years ago
Thomas
e68aa1fa68
Clean up imports ( #267 )
3 years ago
Thomas
bb76ace95d
Feature/improve support for draft transactions ( #265 )
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* Improve support for draft transactions
* Update changelog
3 years ago
Thomas
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
Valentin Zickner
dfcf826b4f
implement support for buy-sell(-buy) scenario ( #262 )
...
Co-authored-by: Valentin Zickner <github@zickner.ch>
3 years ago
Valentin Zickner
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
Valentin Zickner
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
Valentin Zickner
bf256ae50c
fix position currency conversion ( #256 )
...
Co-authored-by: Valentin Zickner <github@zickner.ch>
3 years ago
Thomas
c4b6273886
Clean up viewport scroller ( #255 )
3 years ago
Thomas
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
Thomas
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