Thomas Kaul
a4d049e53d
Release 1.45.0 ( #340 )
3 years ago
Thomas Kaul
d046f1d498
Feature/upgrade nx to version 12.8.0 ( #331 )
...
* Upgrade angular and Nx
* Update changelog
3 years ago
Thomas Kaul
ad96d6e53e
Feature/upgrade prisma from version 2.24.1 to 2.30.2 ( #325 )
...
* Upgrade prisma
* Update changelog
3 years ago
Thomas Kaul
747e5b63fa
Feature/restructure allocations page including allocations by symbol ( #333 )
...
* Restructure allocations page
* Update changelog
3 years ago
Ivo Valchev
b1187cf880
Add a new symbol allocation chart ( #326 )
...
* 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 )
...
* Add link: Manage transactions
* Update changelog
3 years ago
Ivo Valchev
01feead017
Show decimal `transactionCount` and singular for 1 transaction ( #327 )
...
* 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
6a0cfb8f77
Release 1.44.0 ( #323 )
3 years ago
Thomas Kaul
6386786ac0
Bugfix/improve symbol lookup ( #322 )
...
* Improve symbol lookup
* Update changelog
3 years ago
Thomas Kaul
73a967a7e5
Feature/add cash as asset sub class ( #319 )
...
* Add cash as asset sub class
* Update changelog
3 years ago
Thomas Kaul
836ff6ec13
Feature/upgrade svgmap to version 2.6.0 ( #318 )
...
* Upgrade svgmap
* Update changelog
3 years ago
Thomas Kaul
c5bb3023d3
Bugfix/filter out positions without quantity ( #317 )
...
* Filter out positions without any quantity
* Update changelog
3 years ago
Thomas Kaul
695c378b48
Release 1.43.0 ( #316 )
3 years ago
Thomas Kaul
fe975945d1
Feature/add fallback for loading currencies ( #315 )
...
* Add fallback for loading currencies
* Update changelog
3 years ago
Thomas Kaul
d8782b0d4c
Feature/automate countries for stocks in symbol profile data ( #314 )
...
* Automate countries for stocks in symbol profile data
* Update changelog
3 years ago
Thomas Kaul
e14f08a8fb
Release 1.42.0 ( #313 )
3 years ago
Thomas Kaul
72c065a59d
Feature/introduce asset sub class ( #312 )
...
* Introduce asset sub class
* Update changelog
3 years ago
Thomas Kaul
98dac4052a
Feature/add subscription type to the admin user table ( #311 )
...
* Add the subscription type to the user table in the admin control panel
* Update changelog
3 years ago
Thomas Kaul
addd5c36d9
Release 1.41.0 ( #309 )
3 years ago
Thomas Kaul
aad8f77093
Feature/improve allocations by account ( #308 )
...
* 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 )
...
* Improve table styling
* Update changelog
3 years ago
Thomas Kaul
b43b515df1
Feature/add link to system status page ( #305 )
...
* Add link to system status page
* Update changelog
3 years ago
Thomas Kaul
70e14b4d3c
Feature/improve restricted view mode ( #304 )
...
* Improve wording and padding
* Update changelog
3 years ago
Thomas Kaul
0f7d1b7d59
Release 1.40.0 ( #303 )
3 years ago
Thomas Kaul
c2ab6a6c44
Feature/improve portfolio details endpoint ( #302 )
...
* 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 )
...
* 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 )
...
* Fix issue on buy date
* Update changelog
3 years ago
Thomas Kaul
408e08d43c
Bugfix/fix node engine version mismatch ( #299 )
...
* Fix node engine version mismatch
* Update changelog
3 years ago
Thomas Kaul
2fa324702f
Release 1.39.0 ( #296 )
3 years ago
Thomas Kaul
05b0efef82
Feature/add restricted view ( #295 )
...
* Add restricted view
* Update changelog
3 years ago
Thomas Kaul
7c91727eb1
Feature/restructure allocations page ( #294 )
...
* Restructure allocations page
* Update changelog
3 years ago
Thomas Kaul
0ee2258af8
Feature/improve impersonation mode ( #293 )
...
* Improve the impersonation mode
* Update changelog
3 years ago
Thomas Kaul
26694adb8e
Release 1.38.0 ( #292 )
3 years ago
Thomas
77936e3bf3
Feature/improve users table ( #291 )
...
* Improve users table
* Engagement / Day
* Registration
* Update changelog
3 years ago
Thomas
13090bf6b5
Feature/add overview menu item on mobile ( #290 )
...
* Add overview menu item
* Update changelog
3 years ago
Thomas
b898c0678d
Feature/refactor exchange rate service ( #289 )
...
* Refactor exchange rate service
* Update changelog
3 years ago
Thomas
3330ae70b6
Release 1.37.0 ( #288 )
3 years ago
Thomas
96a615dc5d
Bugfix/only allow supported currencies in symbol search ( #287 )
...
* Only allow supported currencies in symbol search
* Update changelog
3 years ago
Thomas
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
Thomas
8adacd9760
Feature/upgrade angular material css vars to version 2.1.2 ( #282 )
...
* Upgrade angular-material-css-vars from version 2.1.0 to 2.1.2
* Update changelog
3 years ago
Thomas
908aba170d
Fix position chart for missing historical data ( #284 )
...
* Fix position chart for missing historical data
* Update changelog
3 years ago
Thomas
d599797a65
Release 1.36.0 ( #281 )
3 years ago
Thomas
8ac1272a9d
Feature/eliminate name from scraper config ( #277 )
...
* Eliminate name from scraper config
* Update changelog
3 years ago
Thomas
0a85a56c67
Respect cash balance in allocations, do not hide cryptocurrency holdings ( #280 )
...
* Respect cash balance in allocations, do not hide cryptocurrency holdings
* Update changelog
3 years ago
Thomas
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
Thomas
5b8af68e71
Release 1.35.0 ( #279 )
3 years ago
Thomas
80d043729d
Feature/replace type with asset class ( #274 )
...
* Improved the asset classification
* Add assetClass to symbolProfile
* Remove type from position
* Update changelog
3 years ago
Thomas
37358fb480
Bugfix/add fallback if exchange service is not initialized ( #264 )
...
* Add fallback and log error
* Update changelog
3 years ago
Thomas
e88b889fdd
Feature/optimize accounts table for mobile ( #271 )
...
* Optimize accounts table
* Update changelog
3 years ago
Thomas
f6cdc4ff47
Feature/disable pagination of tabs ( #272 )
...
* Disable pagination
* Update changelog
3 years ago
Thomas
818c40fc61
Feature/upgrade chart.js to version 3.5.0 ( #268 )
...
* Upgrade chart.js
* Update changelog
3 years ago
Thomas
bb76ace95d
Feature/improve support for draft transactions ( #265 )
...
* Improve support for draft transactions
* Update changelog
3 years ago
Thomas
2bd9309827
Release 1.34.0 ( #263 )
3 years ago
Thomas
f743c03e17
Feature/restructure page hierarchy ( #259 )
...
* Introduce portfolio group, remove tools
* Extract allocations to separate page
* Update changelog
3 years ago
Valentin Zickner
218efbb5bd
fix position diagram for sold items ( #261 )
...
* 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 )
...
* 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
Thomas
3723a5c725
Release 1.33.0 ( #257 )
3 years ago
Thomas
7f047362cc
Bugfix/fix division by zero in calculate overall gross performance ( #253 )
...
* Fix error with division by zero
* Update changelog
3 years ago
Thomas
66900ffa24
Release 1.32.0 ( #254 )
3 years ago
Thomas
94d2310217
Bugfix/fix spike of positions with differing currency of user ( #248 )
...
* Convert market price back to currency of position
* Update changelog
3 years ago
Thomas
b7d950f3f9
Bugfix/fix missing market state in positions ( #250 )
...
* Fix missing market state in positions
* Update changelog
3 years ago
Thomas
b7943889da
Feature/add screenshot ( #251 )
...
* Add screenshot
* Update changelog
3 years ago
Thomas
84aa542560
Extend changelog ( #247 )
3 years ago
Thomas
4bd41ffa41
Feature/eliminate name from timeline position ( #245 )
...
* Eliminate name from timeline position: Get the name from the symbolProfileService instead
* Update changelog
3 years ago
Thomas
56c332c59a
Release 1.31.1 ( #246 )
3 years ago
Valentin Zickner
5b4a1785ae
fix investment values for portfolio.service.ts ( #243 )
...
* 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
Thomas
56a5664c87
Release 1.31.0 ( #239 )
3 years ago
Thomas
92b44ba658
Update changelog
3 years ago
Thomas
5c0f710563
Release 1.30.0 ( #238 )
3 years ago
Thomas
1c65599a16
Feature/add blog ( #218 )
...
* Setup blog
* Add german blog post
* Add english blog post
* Update changelog
3 years ago
Thomas
61e667213e
Feature/add date range selector to positions tab ( #234 )
...
* Add date range selector
* Update changelog
3 years ago
Thomas
ba47212057
Release 1.29.0 ( #233 )
3 years ago
Thomas
80ba112bc0
Feature/change menu icon if menu open ( #231 )
...
* Change menu icon
* Update changelog
3 years ago
Thomas
40696b425e
Feature/add tabs on the home page ( #230 )
...
* Add tabs
* Update changelog
3 years ago
Thomas
6dbdf23a68
Release 1.28.0 ( #229 )
3 years ago
Thomas
cdcbe3ab71
Feature/various layout improvements ( #224 )
...
* Various layout improvements
* Update changelog
3 years ago
Thomas
6996e5a140
Feature/add data gathering for symbol profile data ( #228 )
...
* Implement profile data gathering
* Update changelog
3 years ago
Thomas
be8d60968d
Feature/improve active menu button style ( #227 )
...
* Improve text decoration style
* Update changelog
3 years ago
Thomas
a3a9957196
Release 1.27.0 ( #223 )
3 years ago
Thomas
9072cbdba1
Feature/add no transactions info on zen page ( #222 )
...
* Add no transactions info to zen page
* Update changelog
3 years ago
Thomas
120b691336
Bugfix/fix url to fear and greed index ( #221 )
...
* Fix url
* Update changelog
3 years ago
Thomas
bd4ad76953
Feature/remove pause in onboarding ( #220 )
...
* Improve onboarding
* Remove pause
* Add icon
* Update changelog
3 years ago
Thomas
94d56f553f
Bugfix/fix chart on landing page ( #219 )
...
* Fix chart on landing page
* Update changelog
3 years ago
Thomas
ecdd325228
Release 1.26.0 ( #217 )
3 years ago
Thomas
51fbc538ca
Feature/set public stripe key dynamically ( #216 )
...
* Set public Stripe key dynamically
* Update changelog
3 years ago
Thomas
39a76f7f40
Feature/add robots.txt ( #215 )
...
* Add robots.txt
* Update changelog
3 years ago
Thomas
e4d325daab
Feature/various style improvements ( #214 )
...
* Improve styles
* Update changelog
3 years ago
Thomas
c7b7efae3b
Feature/import transactions ( #212 )
...
* Implement import transactions functionality
* Update changelog
3 years ago
Thomas
be5b58f49a
Bugfix/fix warn color ( #211 )
...
* Fix warn color
* Update changelog
3 years ago
Thomas
91c748c7ad
Release 1.25.0 ( #210 )
3 years ago
Thomas
ecfe694f0b
Feature/export transactions ( #209 )
...
* Export functionality for transactions
* Update changelog
3 years ago
Thomas
1491bf7f76
Update changelog ( #208 )
3 years ago
Thomas
bf1146bfd6
Feature/change slogan to wealth management ( #206 )
...
* Harmonize slogans to "Open Source Wealth Management Software"
* Update changelog
3 years ago
Thomas
f403807f2d
Bugfix/fix average buy price calculation ( #204 )
...
* Fix average buy price calculation
* Update changelog
3 years ago
Thomas
f22991b090
Feature/respect cash balance in analysis ( #203 )
...
* Respect cash balance in in analysis
* Update changelog
3 years ago
Thomas
1135a5b335
Fix rendering of currency and platform in dialogs and clean up observables ( #202 )
3 years ago
Thomas
d9ea255c17
Release 1.24.0 ( #201 )
3 years ago
Thomas
2c19d8c8e7
Feature/add balance to account ( #193 )
...
* Add balance attribute and calculate total balance
* Update changelog
3 years ago
Thomas
db090229ce
Feature/add total value in the create or edit transaction dialog ( #192 )
...
* Display total value
* Update changelog
3 years ago
Thomas
fbe590ddb9
Feature/upgrade angular material css vars to 2.0.0 ( #200 )
...
* Upgrade angular-material-css-vars
* Update changelog
3 years ago
Thomas
5b1b207a6f
Feature/upgrade angular dependencies to version 12.0.x ( #196 )
...
* Update angular dependencies to version 12.0.X
* Update changelog
3 years ago
Thomas
63cc7b2871
Feature/upgrade nestjs dependencies ( #195 )
...
* Upgrade @nestjs dependencies
* Update changelog
3 years ago
Thomas
3986e8f879
Upgrade Nx to version 12.5.4 ( #194 )
3 years ago
Thomas
290e93bbd7
Release 1.23.1 ( #191 )
3 years ago
Thomas
b08ecd1b18
Release 1.23.0 ( #190 )
3 years ago
Thomas
92d321a001
Drafts for orders ( #187 )
...
* Render the future with a dashed border
* Update changelog
3 years ago
Thomas
4aa7365d9b
Release 1.22.0 ( #185 )
3 years ago
Thomas
367f25a975
Feature/set user id in stripe callback ( #184 )
...
* Set user id as description
* Update changelog
3 years ago
Thomas
e126f9ec54
Release 1.21.0 ( #182 )
3 years ago
Thomas
09bbda3502
Change from subscription to one time payment ( #181 )
3 years ago
Thomas
ee9a521813
Bugfix/fix base currency in pricing page ( #180 )
...
* Fix base currency
* Update changelog
3 years ago
Thomas
169c151547
Feature/improve style of about page ( #177 )
...
* Improve style
* Update changelog
3 years ago
Thomas
3a95ec0f81
Release 1.20.0 ( #179 )
3 years ago
Thomas
ad00cd9d81
Feature/setup subscription with stripe ( #178 )
...
* Set up stripe for subscriptions
* Update permissions and add discount
* Update changelog
3 years ago
Thomas
373a2015c0
Release 1.19.0 ( #176 )
3 years ago
Thomas
66c955ad6c
Feature/ghostfolio in numbers ( #175 )
...
* Add Ghostfolio in numbers section
* Update changelog
3 years ago
Thomas
a2440fc067
Release 1.18.0 ( #174 )
3 years ago
Thomas
3d7624d997
Feature/improve twa onboarding ( #173 )
...
* Improve TWA onboarding (Redirect to the account registration page)
* Update changelog
3 years ago
Thomas
0264b592b9
Feature/improve investments by sector ( #172 )
...
* Improve investments analysis by sector
* Update changelog
3 years ago
Thomas
198eaf57d3
Release 1.17.0 ( #171 )
3 years ago
Thomas
6783ea2ebb
Feature/upgrade various frontend dependencies ( #170 )
...
* Upgrade frontend dependencies
* Update changelog
3 years ago
Thomas
a35701fe24
Feature/upgrade to angular 12 ( #169 )
...
* Upgrade to Angular 12
* Update changelog
3 years ago
Thomas
5db90f1787
Feature/improve error page of fingerprint sign in ( #167 )
...
* Improve error page
* Update changelog
3 years ago
Thomas
51884913be
Feature/disable fingerprint sign in in demo account page ( #163 )
...
* Disable fingerprint toggle for demo user
* Update changelog
3 years ago
Thomas
8886082dfa
Feature/upgrade eslint and prettier dependencies ( #164 )
...
* Upgrade eslint and prettier dependencies
* Feature/upgrade date fns to version 2.22.1 (#165 )
* Feature/upgrade chart.js to version 3.3.2 (#166 )
* Update changelog
3 years ago
Thomas
3b12e5b85b
Release 1.16.0 ( #162 )
3 years ago
Matthias Frey
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>
3 years ago
Thomas
698d5ec3b7
Release 1.15.0 ( #160 )
3 years ago
Matthias Frey
e87c942cb8
Add webauthn ( #82 )
...
* Add webauthn
* Complete WebAuthn device sign up and login
* Move device registration to account page
* Replace the token login with a WebAuthn prompt if the current device has been registered
* Mark the current device in the list of registered auth devices
* Fix after rebase
* Fix tests
* Disable "Add current device" button if current device is registered
* Add option to "Stay signed in"
* Remove device list feature, sign in with deviceId instead
* Improve usability
* Update changelog
Co-authored-by: Matthias Frey <mfrey43@gmail.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
Thomas
f7860a9799
Feature/introduce max items in portfolio proportion chart ( #159 )
...
* Add option to limit items
* Update changelog
3 years ago
Thomas
c519eb0e99
Bugfix/fix last activity column ( #158 )
...
* Fix last activity (only values in the past)
* Update changelog
3 years ago
Thomas
8314b98f81
Feature/improve tables ( #157 )
...
* Improve tables
* Update changelog
3 years ago
Thomas
194cf1ddcc
Feature/clean up analysis page ( #155 )
...
* Clean up analysis page
* Update changelog
3 years ago
Thomas
4f2bbba782
Release 1.14.0 ( #154 )
3 years ago
Thomas
9eb25f6c9e
Feature/connect or create logic for symbol profile ( #153 )
...
* Add connectOrCreate logic
* Extend seed
* Update changelog
3 years ago
Thomas
f74b00446c
Feature/improve world map chart ( #152 )
...
* Improve world map chart
* Update changelog
3 years ago
Thomas
beb7e6ec34
Release 1.13.0 ( #151 )
4 years ago
Thomas
2eafc042ad
Feature/add world map ( #150 )
...
* Add a global heat map
* Update changelog
4 years ago
Thomas
74954bc51d
Release 1.12.0 ( #149 )
4 years ago
Thomas
6a03120225
Feature/add symbol profile model ( #148 )
...
* Add symbol profile model and positions by country chart
* Add positions by continent chart
* Fix tests
* Extend seed
* Update changelog
4 years ago
Thomas
21504573b4
Release 1.11.0 ( #147 )
4 years ago
Thomas
00b42855b6
Feature/upgrade prisma to 2.24.1 ( #145 )
...
* Upgrade prisma
* Update changelog
* Update database push script
4 years ago
Thomas
ef272360fb
Feature/render average prices in position detail chart ( #144 )
...
* Render average buy prices
* Update changelog
4 years ago
Thomas
026a5011d4
Feature/add account registration page ( #141 )
...
* Add account registration page
* Update changelog
4 years ago
Thomas
aa4206af0e
Feature/various frontend improvements 2 ( #140 )
...
* Change buttons to links
* Update changelog
4 years ago
Thomas
7788465272
Release 1.10.1 ( #139 )
4 years ago
Thomas
3066dfd805
Release 1.10.0 ( #138 )
4 years ago
Thomas
e7fbcd4fa0
Feature/extend pricing page ( #130 )
...
* Extend pricing page
* Feature/align pricing page with subscription model (#135 )
* Align pricing page with subscription model
* Update changelog
4 years ago
Thomas
7c22969de1
Feature/move tools to sub path ( #125 )
...
* Move tools to sub path
* Update changelog
4 years ago
Thomas
6623bc0113
Release 1.9.0 ( #136 )
4 years ago