b39c97ab9f
Bugfix/improve validation for non numeric results in eod service ( #2916 )
...
* Improve validation of non-numeric numbers
* Update changelog
9 months ago
09ce8b1cd0
Feature/add support for importing dividends from eod ( #2910 )
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* Add support for importing dividends
* Update changelog
9 months ago
a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
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* Add date range selector including WTD and MTD to assistant
* Update changelog
9 months ago
4e9e3f7b6b
Feature/Add `wtd` and `mtd` as possible values for date range ( #2902 )
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* Add `wtd` and `mtd` as possible values for date range
'wtd': week-to-date (from the start of the week)
'mtd': month-to-date (from the start of the month)
* Update changelog
9 months ago
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
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* Improve handling of derived currencies
* Update changelog
9 months ago
6167f105fe
Refactoring ( #2897 )
9 months ago
8d5f2fd91d
Fix fee conversion ( #2896 )
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* Fix fee conversion
* Update changelog
9 months ago
0ee632470e
Improve typings ( #2889 )
9 months ago
c918deeb1c
Feature/Support for editing countries and sectors ( #2854 )
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* Add support for editing countries and sectors
* Update changelog
9 months ago
00895b7bb1
Feature/increase timeout to load historical data in data provider service ( #2887 )
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* Increase timeout to load historical data
* Update changelog
9 months ago
bff60ddbe0
Feature/improve asset profile validation in activities import for manual data source ( #2886 )
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* Improve asset profile validation for MANUAL data source
* Update changelog
9 months ago
7b45a8b3fc
Introduce type ( #2885 )
9 months ago
693791d113
Feature/add validation of search results in eod historical data service ( #2883 )
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* Validate currency
* Update changelog
9 months ago
ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes ( #2875 )
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* Always get quotes (with fallback to historical data)
* Update changelog
9 months ago
440dc470fa
Bugfix/fix currency inconsistency with conversion of ZAR to ZAc ( #2869 )
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* Fix conversion from ZAR to ZAc
* Update changelog
9 months ago
c418e75139
Bugfix/fix currency in error log in exchange rate data service ( #2868 )
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* Fix currency
* Update changelog
9 months ago
005890d785
Improve extractNumberFromString() for international number formats ( #2843 )
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* Set up test
* Add support for international formatted numbers
* Expose locale in scraper configuration
* Update changelog
9 months ago
5fa3388609
Feature/break down performance into asset and currency ( #2863 )
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* Break down performance into asset and currency
* Nullify values
* Update changelog
9 months ago
be801b481e
Feature/Add exchange rate effects to portfolio calculation ( #2834 )
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* Add exchange rate effects to portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
9 months ago
a72e98f73c
Add AllInvestView ( #2861 )
9 months ago
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
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* Extend assistant by tag selector
* Update changelog
9 months ago
d49287922f
Feature/refresh cryptocurrencies list 20240106 ( #2835 )
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* Update cryptocurrencies.json
* Update changelog
9 months ago
d91f947ab0
Feature/Add Coingecko api keys support ( #2827 )
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* Add CoinGecko API keys support
* Update changelog
9 months ago
62f85293e2
#2820 Grant private access ( #2822 )
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* Grant private access
* Update changelog
9 months ago
371f1dc451
Feature/support rest api in scraper ( #2810 )
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* Support REST APIs in scraper
* Update changelog
9 months ago
23d323073d
Fix performance percentage for 1d ( #2814 )
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* Fix performance percentage for 1d
* Improve response of positions endpoint
* Update changelog
9 months ago
0649f9fd2c
Clean up ( #2787 )
9 months ago
43b4f14ace
Feature/add button to test scraper configuration ( #2808 )
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* Add button to test scraper configuration
* Update changelog
---------
Co-authored-by: Manushreshta B L <manushreshta27@gmail.com>
Co-authored-by: Hugo Persson <hugo.e.persson@gmail.com>
9 months ago
726e727c7d
Feature/benchmark currency correction ( #2790 )
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* Convert benchmark performance to base currency
* Introduce getExchangeRates() for multiple dates
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
9 months ago
b89bf1d5e8
Feature/increase timeout to load currencies ( #2800 )
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* Increase timeout
* Update changelog
9 months ago
e465f1b791
Feature/add support to edit currency of asset profile with data source manual ( #2789 )
...
* Add support to edit currency
* Update changelog
9 months ago
01b6c14bcc
Feature/improve handling of derived currency usx ( #2788 )
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* Improve handling of USX
* Update changelog
9 months ago
34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` ( #2792 )
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* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
9 months ago
b183c45027
Time weighted portfolio performance calculation ( #2778 )
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* Implement time weighted portfolio performance calculation
* Update changelog
9 months ago
7d68905f1b
Feature/use has permission annotation in endpoints ( #2771 )
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* Use HasPermission in endpoints
* Update changelog
9 months ago
beb9e2c43f
Feature/modernize nx executors ( #2767 )
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* Modernize Nx executors
* @nx/eslint:lint
* @nx/webpack:webpack
* Update changelog
10 months ago
4d79df90a7
Feature/support search by asset profile id ( #2765 )
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* Add support to search for an asset profile by id
* Update changelog
10 months ago
7c33120546
Reimplement redactObject() without cloneDeep() ( #2760 )
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* Reimplement redactObject() without cloneDeep()
* Update changelog
10 months ago
7f3c86038f
Sort imports ( #2739 )
10 months ago
7dc8f80fdf
Feature/upgrade to nx version 17.2.5 ( #2756 )
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* Upgrade Nx to version 17.2.5
* Update changelog
10 months ago
28706d7b26
Refactor order service ( #2751 )
10 months ago
0e94112dc7
Feature/adjust holdings weight threshold in trackinsight data enhancer ( #2742 )
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* Adjust holdings weight threshold
* Update changelog
10 months ago
ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview ( #2740 )
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* Highlight all time high
* Update changelog
10 months ago
51a0ede3e4
Feature/introduce lazy loaded activities table ( #2729 )
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* Introduce lazy-loaded activities table
* Add icon column
* Emit paginator event
* Add pagination logic
* Integrate total items
* Update changelog
10 months ago
531964636b
Fix type ( #2708 )
10 months ago
377ba75e4c
Add support to delete a cash balance ( #2707 )
10 months ago
77b13b88f0
Relax check for duplicates in activities import ( #2704 )
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* Relax check for duplicates in activities import (allow same day)
* Update changelog
10 months ago
813e73a0a3
Introduce HasPermission annotation ( #2693 )
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* Introduce HasPermission annotation
* Update changelog
10 months ago
1d796a9597
Bugfix/change intraday data gathering to operate synchronously ( #2705 )
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* Change intraday data gathering to operate synchronously
* Update changelog
10 months ago
6f4fd0826c
Feature/respect with excluded accounts flag in get account balances ( #2697 )
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* Respect withExcludedAccounts in getAccountBalances()
* Update changelog
10 months ago
Thomas Kaul
Cédric Meuter
Hugo Persson
gizmodus
Tanguy Herbron
Francisco Silva
miles
underwater
Marcin Szymański