Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
...
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
8 months ago
Thomas Kaul
a6dde8ad43
Release 2.75.1 ( #3317 )
8 months ago
Thomas Kaul
39bd4a349b
Feature/improve chart in account detail dialog ( #3314 )
...
* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
8 months ago
Thomas Kaul
ab59eb5c92
Release 2.75.0 ( #3316 )
8 months ago
Thomas Kaul
1132dc9bdd
Feature/add unique constraint to account balance database schema ( #3315 )
...
* Add accountId and date as unique constraint to AccountBalance schema
* Update changelog
8 months ago
Thomas Kaul
b6ea7d23fa
Bugfix/add total value in base currency to redacted values ( #3313 )
...
* Add totalValueInBaseCurrency
* Update changelog
8 months ago
Thomas Kaul
95382581f1
Release 2.74.0 ( #3312 )
8 months ago
Thomas Kaul
551b83a6e3
Bugfix/fix gaps in portfolio performance charts ( #3311 )
...
* Fix gaps in charts
* Update changelog
8 months ago
Thomas Kaul
ccb1bf881e
Feature/improve language localization for de 20240420 ( #3309 )
...
* Update translations
* Update changelog
8 months ago
Thomas Kaul
458ee159e1
Feature/upgrade nx to version 18.3.3 ( #3307 )
...
* Upgrade angular and Nx dependencies
* Update changelog
8 months ago
Bastien Jeannelle
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>
8 months ago
Thomas Kaul
212aa6a63b
Feature/add date range support to portfolio holdings page ( #3303 )
...
* Add date range support
* Update changelog
8 months ago
Thomas Kaul
b6ad362850
Feature/remove date range support in activities table on portfolio activities page ( #3301 )
...
* Remove date range support
* Update changelog
8 months ago
Thomas Kaul
e79d607ab8
Release 2.73.0 ( #3287 )
8 months ago
Thomas Kaul
5f7d083f7c
Feature/upgrade yahoo finance2 to version 2.11.2 ( #3286 )
...
* Upgrade yahoo-finance2 to version 2.11.2
* Update changelog
8 months ago
Thomas Kaul
15857118fe
Feature/let data gathering queue jobs fail by throwing errors ( #3281 )
...
* Let data gathering queue jobs fail by throwing errors
* Update changelog
8 months ago
Fedron
9241c04d5a
Feature/add form validation against DTO for activity and account ( #3230 )
...
* Add form validation against DTO for activity and account
* Update changelog
8 months ago
Thomas Kaul
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
8 months ago
Thomas Kaul
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
...
* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
8 months ago
Thomas Kaul
b31bbbe2d1
Release 2.72.0 ( #3270 )
8 months ago
Thomas Kaul
7d308917dd
Feature/upgrade yahoo finance2 to version 2.11.1 ( #3254 )
...
* Upgrade yahoo-finance2 to version 2.11.1
* Update changelog
8 months ago
Thomas Kaul
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
...
* Adapt priorities of data gathering jobs
* Update changelog
8 months ago
Thomas Kaul
45340b581f
Bugfix/fix public page by including markets data ( #3263 )
...
* Include markets data
* Update changelog
8 months ago
Thomas Kaul
34d9ceb009
Feature/add support to immediately execute queue job ( #3259 )
...
* Add support to immediately execute queue job
* Update changelog
9 months ago
Thomas Kaul
3bf7ac76a0
Feature/upgrade nx to version 18.2.3 ( #3256 )
...
* Upgrade Nx to version 17.3.3
* Update changelog
9 months ago
Thomas Kaul
71892e67b2
Feature/upgrade prisma to version 5.12.1 ( #3253 )
...
* Upgrade prisma to version 5.12.1
* Update changelog
9 months ago
Thomas Kaul
6e2885ed20
Release 2.71.0 ( #3252 )
9 months ago
Thomas Kaul
07c0e5a612
Feature/add currency to order database schema ( #3251 )
...
* Add currency to Order database schema
* Update changelog
9 months ago
Thomas Kaul
719bbe156e
Feature/optimize calculation of allocations by market ( #3249 )
...
* Optimize calculation of allocations by market
* Update changelog
9 months ago
Thomas Kaul
b51255a543
Feature/add key to x ray rule ( #3248 )
...
* Add key
* Update changelog
9 months ago
Thomas Kaul
ca2e748c56
Bugfix/add missing tags in portfolio calculator ( #3243 )
...
* Add missing tags
* Update changelog
9 months ago
Thomas Kaul
c6641fde36
Feature/add icon to create or update platform dialog ( #3241 )
...
* Add platform icon
* Update changelog
9 months ago
Thomas Kaul
4ae7e9fcbe
Feature/add icon to asset profile dialog ( #3240 )
...
* Add asset profile icon
* Update changelog
9 months ago
Thomas Kaul
c10ae431a2
Feature/extend faq by data providers ( #3239 )
...
* Add data providers
* Update changelog
9 months ago
Thomas Kaul
883e30e451
Feature/improve language localization for de 20240403 ( #3236 )
...
* Update translations
* Update changelog
9 months ago
Thomas Kaul
f1f4f6247d
Feature/validate url in create and update platform dto ( #3235 )
...
* Validate url
* Update changelog
9 months ago
Fedron
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
9 months ago
Arshad Jamal
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>
9 months ago
Thomas Kaul
26b9660e11
Release 2.70.0 ( #3234 )
9 months ago
Bastien Jeannelle
ca7717f9c5
Bugfix/Enable tini in docker compose files instead of adding it to the Dockerfile ( #3232 )
...
* Enable tini in docker compose files instead of adding it to the Dockerfile
* Update changelog
9 months ago
Thomas Kaul
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
9 months ago
Thomas Kaul
b8533050b0
Bugfix/fix duplicated tags in position detail dialog ( #3224 )
...
* Fix duplicated tags
* Update changelog
9 months ago
Francisco Silva
8cd6c34ed8
Feature/introduce portfolio calculator factory ( #3214 )
...
* Introduce portfolio calculator factory
* Update changelog
9 months ago
Thomas Kaul
34997f91db
Feature/setup webpack bundle analyzer ( #3222 )
...
* Set up Webpack Bundle Analyzer
* Update changelog
9 months ago
Thomas Kaul
084467ee9a
Feature/reverse order of specific years in date range selector of assistant ( #3221 )
...
* Reverse order
* Update changelog
9 months ago
Thomas Kaul
51203ec96e
Feature/setup chinese ( #3220 )
...
* Set up chinese
* Update changelog
9 months ago
Thomas Kaul
a2277dea2c
Release 2.69.0 ( #3212 )
9 months ago
Bastien Jeannelle
debd233c32
Feature/set up Tini to avoid zombie processes ( #3195 )
...
* Set up Tini to avoid zombie processes
* Update changelog
9 months ago
Thomas Kaul
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
9 months ago
Thomas Kaul
5ffc39c32f
Feature/improve usability to delete asset profile ( #3208 )
...
* Disable delete button for benchmarks
* Update changelog
9 months ago
Fedron
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
9 months ago
Thomas Kaul
0581b8b9ec
Release 2.68.0 ( #3205 )
9 months ago
Thomas Kaul
5788c6474e
Refactor portfolio calculator ( #3203 )
...
* Refactor portfolio calculator
* Consume Activity[]
* Change computeTransactionPoints() to private
* Eliminate getTransactionPoints()
* Update changelog
9 months ago
Thomas Kaul
88a9b518f6
Bugfix/fix issue with overridden names in activities table ( #3200 )
...
* Fix issue with overridden names
* Update changelog
9 months ago
Fedron
98de2355c4
Feature/Support overriding name of asset profile dialog ( #3199 )
...
* Support overriding name of asset profile dialog
* Update changelog
9 months ago
helgehatt
b41eb60348
Fix chart tooltip of benchmark comparator ( #3167 )
...
* Fix chart tooltip of benchmark comparator
* Update changelog
9 months ago
Christoph Califice
0edebe30e1
Feature/Add user account currency to export ( #3194 )
...
* Add user account currency to export
* Update changelog
9 months ago
Thomas Kaul
e3abe4feee
Release 2.67.0 ( #3197 )
9 months ago
Thomas Kaul
50391e199a
Feature/improve generation of random strings ( #3196 )
...
* Replace Math.random() with crypto.randomBytes()
* Update changelog
9 months ago
Thomas Kaul
636be8441e
Feature/upgrade zone.js to version 0.14.4 ( #3184 )
...
* Upgrade zone.js to version 0.14.4
* Update changelog
9 months ago
Thomas Kaul
654dc2ba32
Feature/upgrade yahoo finance2 to version 2.11.0 ( #3183 )
...
* Upgrade yahoo-finance2 to version 2.11.0
* Update changelog
9 months ago
Thomas Kaul
458ef169f4
Feature/add support for toncoin cryptocurrency ( #3189 )
...
* Add Toincoin
* Update changelog
9 months ago
Thomas Kaul
5bb01bb03c
Feature/upgrade ionicons to version 7.3.0 ( #3182 )
...
* Upgrade ionicons to version 7.3.0
* Update changelog
9 months ago
Thomas Kaul
43e9528d8c
Release 2.66.3 ( #3188 )
9 months ago
Thomas Kaul
522c54c9b4
Release 2.66.2 ( #3187 )
9 months ago
Thomas Kaul
0004ced4e1
Release 2.66.1 ( #3186 )
9 months ago
Thomas Kaul
274c60e961
Release 2.66.0 ( #3185 )
9 months ago
Bastien Jeannelle
754e98099c
Feature/Set up tini ( #3168 )
...
* Set up tini to avoid zombie processes and perform signal forwarding in docker image
* Update changelog
9 months ago
Thomas Kaul
87bf8df1c3
Bugfix/missing performance chart in presenter view ( #3181 )
...
* Fix missing performance chart in presenter view
* Update changelog
9 months ago
Thomas Kaul
3f7d6b25c7
Feature/extend faq by backup strategy ( #3180 )
...
* Add backup strategy
* Update changelog
9 months ago
Thomas Kaul
8a062e03ab
Feature/add benchmark name to tooltip of benchmark comparator ( #3177 )
...
* Add benchmark name to chart tooltip
* Update changelog
9 months ago
Thomas Kaul
a70f45cbf3
Feature/add index for data source symbol to market data table ( #3179 )
...
* Add index
* Update changelog
9 months ago
Thomas Kaul
f268264c46
Feature/upgrade nx to version 18.1.2 ( #3174 )
...
* Upgrade angular and Nx dependencies
* Update changelog
9 months ago
Thomas Kaul
f1d2a52cba
Release 2.65.0 ( #3170 )
9 months ago
Miguel Coxo
87cc887865
Feature/Set meta theme color dynamically to respect appearance ( #3129 )
...
* Set meta theme color dynamically to respect appearance (dark mode)
* Update changelog
9 months ago
Thomas Kaul
61ecd15f1d
Feature/change edit button to a in admin market data page ( #3164 )
...
* Change edit button to a
* Update changelog
9 months ago
Thomas Kaul
eb853f05ae
Feature/add support to delete asset profile from dialog ( #3165 )
...
* Add support to delete asset profile from dialog
* Update changelog
9 months ago
Thomas Kaul
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
9 months ago
Thomas Kaul
ca674a654e
Feature/add symbol and isin to position detail dialog ( #3163 )
...
* Add symbol and ISIN
* Update translations
* Update changelog
9 months ago
Thomas Kaul
2729c5651f
Release 2.64.0 ( #3161 )
9 months ago
Thomas Kaul
e21563d903
Feature/increase timeout to load benchmarks ( #3158 )
...
* Increase request timeout
* Update changelog
9 months ago
Thomas Kaul
3ede69650c
Feature/upgrade prisma to version 5.11.0 ( #3159 )
...
* Upgrade prisma to version 5.11.0
* Update changelog
9 months ago
Gerard Du Pre
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>
9 months ago
Thomas Kaul
38c2baf943
Feature/improve exception handling of current investments in various rules ( #3156 )
...
* Improve exception handling
* Update changelog
9 months ago
Thomas Kaul
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
...
* Fix total dividend calculation
* Update changelog
9 months ago
rodriguestiago0
3b895afc9e
Enable account balance update for fee and interest activities ( #3145 )
...
* Enable account balance update for fee and interest activities
* Update changelog
9 months ago
Thomas Kaul
00c2ede85e
Feature/improve usability of platform and tag management ( #3144 )
...
* Improve usability
* Update changelog
9 months ago
Thomas Kaul
8420cb830c
Feature/add product roadmap to faq ( #3143 )
...
* Add product roadmap
* Update changelog
9 months ago
helgehatt
a0ddd1f9b9
Fix date conversion in import of historical market data ( #3117 )
...
* Fix date conversion in import of historical market data
* Update changelog
9 months ago
Thomas Kaul
671e4e316b
Release 2.63.2 ( #3138 )
10 months ago
Thomas Kaul
473136e9aa
Release 2.63.1 ( #3135 )
...
* Release 2.63.1
10 months ago
Thomas Kaul
9a3db91982
Release 2.63.0 ( #3134 )
10 months ago
Thomas Kaul
d23cb5f190
Feature/upgrade simplewebauthn dependencies to version 9.0 ( #3130 )
...
* Upgrade @simplewebauthn/browser and @simplewebauthn/server to version 9.0
* Update changelog
10 months ago
Thomas Kaul
7a364472c8
Bugfix/fix liability issue in allocations ( #3133 )
...
* Remove liabilities from allocations calculation
* Update changelog
10 months ago
Thomas Kaul
59c064e3c8
Feature/upgrade yahoo finance2 to version 2.10.0 ( #3127 )
...
* Upgrade yahoo-finance2 to version 2.10.0
* Update changelog
10 months ago
Thomas Kaul
d32dd5e860
Feature/upgrade countries list to version 3.1.0 ( #3131 )
...
* Upgrade countries-list to version 3.1.0
* Update changelog
10 months ago
Thomas Kaul
bb86f85203
Feature/add available home server systems to faq ( #3126 )
...
* Add available home server systems
* Update changelog
* Add CasaOS to README.md
10 months ago
gizmodus
0bca8897d6
Fix average price calculation by only considering BUY transactions ( #3125 )
...
* Fix average price calculation by only considering buy transactions
* Update changelog
10 months ago
Thomas Kaul
ba73f6de2e
Release 2.62.0 ( #3124 )
10 months ago
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
...
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
10 months ago
Gerard Du Pre
d9d71e7827
Fix issue with removing account from activity ( #3112 )
...
* Fix issue with removing account from activity
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities ( #3118 )
...
* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
10 months ago
Thomas Kaul
1f2f9f22f2
Feature/remove environment variable web auth rp ( #3115 )
...
* Remove environment variable WEB_AUTH_RP_ID
* Update changelog
10 months ago
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
...
* Integrate dividend into transaction point concept
* Update changelog
10 months ago
Thomas Kaul
c641c28b12
Release 2.61.1 ( #3110 )
10 months ago
Thomas Kaul
c54392b7bb
Bugfix/fix exception in account value calculation ( #3109 )
...
* Fix exception in value of account calculation caused by liabilities
* Update changelog
10 months ago
Thomas Kaul
144d831954
Release 2.61.0 ( #3097 )
10 months ago
Thomas Kaul
c37ad9bad4
Bugfix/fix activities import ( #3095 )
...
* Fix query parameter handling of booleans
* Update changelog
10 months ago
Thomas Kaul
b932bac9aa
Feature/optimize summary calculation ( #3088 )
...
* Optimize calculation
* Update changelog
10 months ago
Thomas Kaul
bcdd873222
Add missing title ( #3087 )
10 months ago
Thomas Kaul
25b3de5828
Release 2.60.0 ( #3086 )
10 months ago
Thomas Kaul
40b454d2f3
Feature/refresh cryptocurrencies list 20240302 ( #3085 )
...
* Update cryptocurrencies.json
* Add UNI7083
* Update changelog
10 months ago
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
...
* Integrate (wealth) items into transaction point concept
* Update changelog
10 months ago
Thomas Kaul
66992ef915
Bugfix/change show condition of button to fetch current market price ( #3079 )
...
* Change show condition of button to fetch current market price
* Update changelog
10 months ago
Thomas Kaul
7f67430685
Bugfix/readd value in base currency to activity ( #3078 )
...
* Readd valueInBaseCurrency
* Update changelog
10 months ago
Thomas Kaul
8a49a04324
Feature/improve usability of benchmarks in markets overview ( #3077 )
...
* Improve icons, localize label
* Update changelog
10 months ago
Thomas Kaul
cde74b6c62
Release 2.59.0 ( #3069 )
10 months ago
Thomas Kaul
633c65e33c
Feature/extend self hosting faq ( #3068 )
...
* Extend self-hosting FAQ
* Update changelog
10 months ago
Thomas Kaul
d1617f2d87
Feature/add index for is excluded to account database table ( #3067 )
...
* Add index for isExcluded to account database table
* Update changelog
10 months ago
Søren Bjergmark
68e558f198
Feature/Improve activities import by ISIN number ( #3051 )
...
* Improve activities import by ISIN number
* Update changelog
10 months ago
Thomas Kaul
2115745471
Bugfix/fix issue with exchange rate calculation of wealth items in accounts ( #3065 )
...
* Fix exchange rate calculatio of wealth items in accounts
* Update changelog
10 months ago
Thomas Kaul
2cabd21315
Release 2.58.0 ( #3061 )
10 months ago
Thomas Kaul
3615e2f057
Feature/improve handling of activities without account ( #3060 )
...
* Improve handling of activities without account
* Update changelog
10 months ago
Thomas Kaul
d3679d41b3
Bugfix/fix query to filter activities of excluded accounts ( #3059 )
...
* Fix query to filter activities of excluded accounts
* Update changelog
10 months ago
Thomas Kaul
f2d431a6b8
Bugfix/improve asset profile validation in activities import ( #3057 )
...
* Improve asset profile validation
* Update changelog
10 months ago
Thomas Kaul
5b20ba3382
Release 2.57.0 ( #3054 )
10 months ago
Thomas Kaul
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
...
* Move break down of performance to general availability
* Update changelog
10 months ago
Thomas Kaul
6ae3a47b54
Bugfix/change top and bottom performers to performance with currency effect ( #3046 )
...
* Change to performance with currency effect
* Update changelog
10 months ago
Thomas Kaul
88c19eb45e
Feature/restructure copy assets nx target ( #3045 )
...
* Restructure copy-assets Nx target
* Update changelog
10 months ago
Thomas Kaul
7728706bc8
Release 2.56.0 ( #3043 )
10 months ago
Thomas Kaul
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
...
* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
10 months ago
Thomas Kaul
c002e37285
Feature/add missing default currency to prepare currencies function ( #3042 )
...
* Add missing default currency
* Update changelog
10 months ago
Thomas Kaul
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
...
* Remove isDefault flag from Account database schema
* Update changelog
10 months ago
miles
a3178fb213
Feature/expose redis database via environment variable ( #3036 )
...
* Expose Redis database via environment variable
* Update changelog
10 months ago
Thomas Kaul
e7158f6e16
Feature/upgrade prisma to version 5.10.2 ( #3038 )
...
* Upgrade prisma to version 5.10.2
* Update changelog
10 months ago
Thomas Kaul
dbea0456bc
Update changelog ( #3035 )
10 months ago
Thomas Kaul
fefee11301
Release 2.55.0 ( #3034 )
10 months ago
Thomas Kaul
40836b745b
Feature/improve validation for currency in endpoints ( #3030 )
...
* Improve validation for currency
* Update changelog
10 months ago
Thomas Kaul
07eabac059
Feature/add missing database indexes part 2 ( #3033 )
...
* Add missing database indexes (for orderBy and where clauses)
* Update changelog
10 months ago
Thomas Kaul
48b412cfb8
Feature/harmonize setting of default locale ( #3032 )
...
* Harmonize setting of default locale
* Update changelog
10 months ago
Thomas Kaul
982c71c728
Feature/set angular parser in prettierrc ( #3028 )
...
* Set parser to angular
* Update changelog
10 months ago
Thomas Kaul
5aa16a3779
Release 2.54.0 ( #3027 )
10 months ago
Thomas Kaul
93de25e5b6
Feature/add missing database indexes ( #3026 )
...
* Add missing database indexes
* Update changelog
10 months ago
Thomas Kaul
ffbdfb86ec
Release 2.53.1 ( #3025 )
10 months ago
Thomas Kaul
be7f6bb657
Feature/add inactive as user role ( #3024 )
...
* Add INACTIVE as user role
* Update changelog
10 months ago
Thomas Kaul
0578c645d1
Release 2.53.0 ( #3021 )
10 months ago
Thomas Kaul
266c0a9a2c
Feature/eliminate search request in get quotes of eod service ( #3019 )
...
* Eliminate search request to get quotes
* Update changelog
10 months ago
Thomas Kaul
a3cdb23776
Feature/refactor query to filter activities of excluded accounts ( #3016 )
...
* Refactor query to filter activities of excluded accounts
* Update changelog
10 months ago
Thomas Kaul
448cea0b69
Feature/improve usability of holdings table ( #3017 )
...
* Improve usability
* Update changelog
10 months ago
Thomas Kaul
f50670c7fe
Feature/improve language localization for de 20240217 ( #3014 )
...
* Update translations
* Update changelog
10 months ago
Thomas Kaul
c0029d3b1d
Feature/upgrade ng extract i18n merge to version 2.10.0 ( #3013 )
...
* Upgrade ng-extract-i18n-merge to version 2.10.0
* Update changelog
10 months ago
Thomas Kaul
2518a8fd9d
Feature/add accounts tab to position detail dialog ( #3012 )
...
* Add accounts tab to position detail dialog
* Update changelog
10 months ago
Thomas Kaul
572dcf075a
Release 2.52.0 ( #3011 )
10 months ago
Thomas Kaul
29cb83d469
Bugfix/improve x axis scale of dividend and investment timeline ( #3010 )
...
* Improve X-axis scale
* Update changelog
10 months ago
Thomas Kaul
cac73ac111
Feature/divide faq page in three sections ( #3003 )
...
* Divide FAQ page in three sections
* General
* Cloud (SaaS)
* Self-Hosting
* Update changelog
10 months ago
Thomas Kaul
02cf4295a9
Feature/add loading indicator to dividend and investment timelines ( #3007 )
...
* Add loading indicators
* Dividend timeline
* Investment timeline
* Update changelog
10 months ago
Thomas Kaul
54310f2214
Feature/add support for jupiter cryptocurrency ( #2999 )
...
* Add JUP29210
* Update changelog
10 months ago
Thomas Kaul
d00489b547
Release 2.51.0 ( #2998 )
10 months ago
Thomas Kaul
2985dd67c5
Feature/improve ordered list in safari ( #2996 )
...
* Improve ordered list in Safari (without text-truncate)
* Update changelog
10 months ago
Thomas Kaul
5eba764c04
Feature/upgrade eslint dependencies 20240212 ( #2995 )
...
* Upgrade eslint dependencies
* Update changelog
10 months ago
Thomas Kaul
cc0ce18627
Bugfix/fix date conversion in import of historical market data ( #2994 )
...
* Fix date conversion
* Update changelog
10 months ago
Thomas Kaul
e82cf2e7d0
Feature/upgrade nx to version 18.0.4 ( #2990 )
...
* Upgrade Nx to version 18.0.4
* Update changelog
11 months ago
Thomas Kaul
865402be3a
Feature/replace import sort with prettier plugin sort imports ( #2872 )
...
* Replace import-sort with prettier-plugin-sort-imports
* Update changelog
11 months ago
Thomas Kaul
6eb659d7e6
Release 2.50.0 ( #2984 )
11 months ago
Thomas Kaul
37430b7bdc
Feature/upgrade prisma to version 5.9.1 ( #2983 )
...
* Upgrade prisma to version 5.9.1
* Update changelog
11 months ago
Thomas Kaul
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
...
* Introduce setting to disable data gathering
* Update changelog
11 months ago
Thomas Kaul
f83e75df44
Feature/harmonize env variables of various api keys ( #2980 )
...
* Harmonize env variables of various API keys
* Update changelog
11 months ago
Thomas Kaul
00a2b60eb5
Release 2.49.0 ( #2979 )
11 months ago
Thomas Kaul
460266a501
Feature/upgrade yahoo finance2 to version 2.9.1 ( #2963 )
...
* Upgrade yahoo-finance2 to version 2.9.1
* Update changelog
11 months ago
Thomas Kaul
9fe90273c7
Feature/move assistant to general availability ( #2977 )
...
* Move assistant from experimental to general availability
* Update changelog
11 months ago
Thomas Kaul
4078229fe6
Feature/add button to apply filters in assistant ( #2971 )
...
* Add apply filters button
* Update changelog
11 months ago
Martin Mui
e7d4641d13
Feature/reload data on logo click ( #2959 )
...
* Reload data on logo click
* Update changelog
11 months ago
Thomas Kaul
cc1d9811e0
Release 2.48.1 ( #2968 )
11 months ago
Thomas Kaul
35450ac004
Bugfix/add missing data provider info to search results of coingecko ( #2967 )
...
* Add missing data provider info
* Update changelog
11 months ago
Thomas Kaul
9c18f48a32
Release 2.48.0 ( #2962 )
11 months ago
Thomas Kaul
87529490c3
Feature/refresh cryptocurrencies list 20240205 ( #2961 )
...
* Update cryptocurrencies.json
* Update changelog
11 months ago
Thomas Kaul
893e76f83f
Feature/provide data provider info in search ( #2958 )
...
* Provide data provider info in search
* Update changelog
11 months ago
Thomas Kaul
06ba7a4b1b
Feature/extend assistant by asset class selector ( #2957 )
...
* Remove tabs
* Add asset class selector
* Update changelog
11 months ago
Thomas Kaul
c68d113d27
Feature/improve usability of account and tag selector of assistant ( #2955 )
...
* Change radio button to select
* account
* tag
* Update changelog
11 months ago
Thomas Kaul
69e3bee52c
Feature/upgrade prettier to version 3.2.5 ( #2954 )
...
* Upgrade prettier to version 3.2.5
* Update changelog
11 months ago
Hey
2a38a16f6b
Feature/Improve error logs for timeout in data provider services ( #2953 )
...
* Improve error logs for timeout in data provider services
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
11 months ago
Thomas Kaul
0f9455cf02
Release 2.47.0 ( #2951 )
11 months ago
Thomas Kaul
d4afa03505
Bugfix/fix rendering issue with date range selector of assistant ( #2950 )
...
* Improve click handling
* Improve locales
* Update changelog
11 months ago
Thomas Kaul
c9237146e2
Feature/add investment value to chart ( #2948 )
...
* Add investment value to chart
* Update changelog
11 months ago
Thomas Kaul
faad65b6f3
Update translations ( #2940 )
...
* Update translations
* Update changelog
11 months ago
Thomas Kaul
a8add30125
Feature/upgrade prettier to version 3.2.4 ( #2928 )
...
* Upgrade prettier to version 3.2.4
* Update changelog
11 months ago
Thomas Kaul
8b10695353
Feature/only show used tags in tag selector of assistant ( #2943 )
...
* Only show used tags in tag selector
* Update changelog
11 months ago
Arshad Jamal
e82dcc8ace
Feature/fix export in lazy-loaded activities table ( #2939 )
...
* Fix export in lazy-loaded activities table
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
11 months ago
Thomas Kaul
6dcb0d8583
Release 2.46.0 ( #2938 )
11 months ago
Thomas Kaul
25deba16df
Feature/add reset filters button to assistant ( #2936 )
...
* Add reset filters button
* Update changelog
11 months ago
Thomas Kaul
be93ca8968
Feature/migrate allocations page to work with filters of assistant ( #2933 )
...
* Migrate portfolio allocations to work with filters of assistant
* Update changelog
11 months ago
Thomas Kaul
1ca4f885b0
Feature/migrate holdings page to work with filters of assistant ( #2932 )
...
* Migrate portfolio holdings to work with filters of assistant
* Update changelog
11 months ago
Thomas Kaul
c9368c5cf2
Release 2.45.0 ( #2931 )
11 months ago
Thomas Kaul
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
...
* Add account selector to assistant
* Update changelog
11 months ago
Francisco Silva
3df8810412
Feature/Add support to grant private access with permissions ( #2870 )
...
* Add support to grant private access with permissions
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
11 months ago
Thomas Kaul
2c068c412d
Feature/migrate tag selector to form group in assistant ( #2926 )
...
* Introduce filter form group
* Update changelog
11 months ago
Thomas Kaul
9fdbd22cb5
Bugfix/fix activities import for manual data source ( #2923 )
...
* Fix import
* Update changelog
11 months ago
Thomas Kaul
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
...
* Format name
* Update changelog
11 months ago
Thomas Kaul
2c10cd7edf
Bugfix/remove holdings with incomplete data from top3 bottom3 performers ( #2921 )
...
* Remove holdings with incomplete data
* Update changelog
11 months ago
Thomas Kaul
bbde86c66e
Feature/improve language localization for de 20240124 ( #2918 )
...
* Update translations
* Update changelog
11 months ago
Thomas Kaul
73c0843d51
Feature/add permissions to access model ( #2833 )
...
* Add permissions to Access model
* Update changelog
11 months ago
Thomas Kaul
04fc2cd3e1
Release 2.44.0 ( #2917 )
11 months ago
Thomas Kaul
b39c97ab9f
Bugfix/improve validation for non numeric results in eod service ( #2916 )
...
* Improve validation of non-numeric numbers
* Update changelog
11 months ago
Thomas Kaul
1dd5e9c787
Release 2.43.1 ( #2914 )
11 months ago
Thomas Kaul
0a35d5f236
Release 2.43.0 ( #2911 )
11 months ago
Thomas Kaul
09ce8b1cd0
Feature/add support for importing dividends from eod ( #2910 )
...
* Add support for importing dividends
* Update changelog
11 months ago
Cédric Meuter
a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
...
* Add date range selector including WTD and MTD to assistant
* Update changelog
11 months ago
Thomas Kaul
5c23ece62c
Feature/improve usability of benchmark management ( #2904 )
...
* Add icon
* Update changelog
11 months ago
Cédric Meuter
4e9e3f7b6b
Feature/Add `wtd` and `mtd` as possible values for date range ( #2902 )
...
* 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
11 months ago
Thomas Dietrich
5fc84a06cc
Feature/Add healthcheck for Ghostfolio service ( #2893 )
...
* Add curl to Dockerfile image
* Add healthcheck to docker-compose.yml and docker-compose.build.yml
* Update changelog
11 months ago
Thomas Kaul
12186e1c6c
Release 2.42.0 ( #2899 )
11 months ago
Thomas Kaul
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
...
* Improve handling of derived currencies
* Update changelog
11 months ago
Thomas Kaul
8d5f2fd91d
Fix fee conversion ( #2896 )
...
* Fix fee conversion
* Update changelog
11 months ago
Thomas Kaul
4ac661fb94
Feature/improve language localization for de 20240120 ( #2894 )
...
* Improve translations
* Update changelog
11 months ago
Thomas Kaul
e763bfb2e2
Feature/improve labels in portfolio evolution chart and investment timeline ( #2892 )
...
* Improve labels
* Update changelog
11 months ago
Thomas Kaul
88c7e34cc3
Feature/upgrade prisma to version 5.8.1 ( #2859 )
...
* Upgrade prisma to version 5.8.1
* Update changelog
11 months ago
Hugo Persson
c918deeb1c
Feature/Support for editing countries and sectors ( #2854 )
...
* Add support for editing countries and sectors
* Update changelog
11 months ago
Thomas Kaul
1877b31f00
Release 2.41.0 ( #2888 )
11 months ago
Thomas Kaul
00895b7bb1
Feature/increase timeout to load historical data in data provider service ( #2887 )
...
* Increase timeout to load historical data
* Update changelog
11 months ago
Thomas Kaul
bff60ddbe0
Feature/improve asset profile validation in activities import for manual data source ( #2886 )
...
* Improve asset profile validation for MANUAL data source
* Update changelog
11 months ago
Thomas Kaul
d46de0a15e
Fix typo ( #2878 )
11 months ago
Thomas Kaul
693791d113
Feature/add validation of search results in eod historical data service ( #2883 )
...
* Validate currency
* Update changelog
11 months ago
TobiasXy
1b2d2a9860
Feature/Add holdings tab to account detail dialog ( #2853 ) ( #2864 )
...
* Feature/Add holdings tab to account detail dialog (#2853 )
* Update changelog
11 months ago
Thomas Kaul
bde8be1385
Release 2.40.0 ( #2877 )
11 months ago
Thomas Kaul
ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes ( #2875 )
...
* Always get quotes (with fallback to historical data)
* Update changelog
11 months ago
Thomas Kaul
217bb6aa5a
Release 2.39.0 ( #2871 )
11 months ago
Thomas Kaul
440dc470fa
Bugfix/fix currency inconsistency with conversion of ZAR to ZAc ( #2869 )
...
* Fix conversion from ZAR to ZAc
* Update changelog
11 months ago
Thomas Kaul
165ca94f5b
Feature/improve alignment in portfolio performance component ( #2867 )
...
* Improve alignment
* Update changelog
11 months ago
Thomas Kaul
c418e75139
Bugfix/fix currency in error log in exchange rate data service ( #2868 )
...
* Fix currency
* Update changelog
11 months ago
Thomas Kaul
76bf839010
Release 2.38.0 ( #2865 )
11 months ago
Thomas Kaul
3bdc4c9b4a
Feature/upgrade prettier to version 3.2.1 ( #2860 )
...
* Upgrade prettier to version 3.2.1
* Update changelog
11 months ago
Thomas Kaul
005890d785
Improve extractNumberFromString() for international number formats ( #2843 )
...
* Set up test
* Add support for international formatted numbers
* Expose locale in scraper configuration
* Update changelog
11 months ago
Thomas Kaul
256c020e88
Feature/improve indicator for delayed market data ( #2862 )
...
* Improve indicator for delayed market data
* Update changelog
11 months ago
Thomas Kaul
5fa3388609
Feature/break down performance into asset and currency ( #2863 )
...
* Break down performance into asset and currency
* Nullify values
* Update changelog
11 months ago
gizmodus
be801b481e
Feature/Add exchange rate effects to portfolio calculation ( #2834 )
...
* Add exchange rate effects to portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
11 months ago
Thomas Kaul
f5df970685
Release 2.37.0 ( #2858 )
12 months ago
Thomas Kaul
edfdc0c346
Feature/improve chart size in asset profile details dialog ( #2849 )
...
* Improve chart size
* Update changelog
12 months ago
Hugo Persson
170b8acc65
Feature/Add git pre-commit hook for yarn format ( #2840 )
...
* Set up git pre-commit hook for yarn format
* Update changelog
12 months ago
Thomas Kaul
a47829082e
Bugfix/fix hidden fifth tab on mobile ( #2848 )
...
* Fix hidden fifth tab
* Update changelog
12 months ago
Thomas Kaul
48ab5fcf08
Feature/update docker compose instructions to compose v2 ( #2836 )
...
* Update docker compose instructions
* Update changelog
12 months ago
Thomas Kaul
ee67432ffc
Release 2.36.0 ( #2842 )
12 months ago
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
...
* Extend assistant by tag selector
* Update changelog
12 months ago
Thomas Kaul
2a4d7bf14f
Feature/improve language localization for de 20240106 ( #2837 )
...
* Update translations
* Update changelog
12 months ago
Thomas Kaul
d49287922f
Feature/refresh cryptocurrencies list 20240106 ( #2835 )
...
* Update cryptocurrencies.json
* Update changelog
12 months ago
Tanguy Herbron
d91f947ab0
Feature/Add Coingecko api keys support ( #2827 )
...
* Add CoinGecko API keys support
* Update changelog
12 months ago
Thomas Kaul
af71274ea9
Feature/remove account type enum ( #2832 )
...
* Remove AccountType enum
* Update changelog
12 months ago
Thomas Kaul
0feba4b8d9
Release 2.35.0 ( #2831 )
12 months ago
Francisco Silva
62f85293e2
#2820 Grant private access ( #2822 )
...
* Grant private access
* Update changelog
12 months ago
Thomas Kaul
6a048cee85
Feature/add hint for twr to portfolio summary ( #2824 )
...
* Add hint for TWR
* Add TWR to README.md
* Update changelog
12 months ago
Thomas Kaul
0d93612d16
Feature/improve style of assistant ( #2828 )
...
* Minor style improvements
* Update changelog
12 months ago