Commit Graph

1073 Commits (c6f804f68c419571abee3d1d02787aa54864f0bc)

Author SHA1 Message Date
Thomas Kaul 23e4d5454d
Feature/improve allocations by etf holding (#3467)
7 months ago
Thomas Kaul 8a9ae9bb33
Feature/allocations by etf holding (#3464)
7 months ago
Thomas Kaul af65a99398
Feature/extend personal finance tools 20240604 (#3457)
7 months ago
Eduardo Marinho 1a0cb561cd
Feature/add ability to close user account (#3444)
7 months ago
Thomas Kaul 98a9523eee
Feature/extend personal finance tools (#3448)
7 months ago
Thomas Kaul 0e08d8830e
Handle reduce of empty array (#3446)
7 months ago
Thomas Kaul c009f8c12f
Feature/add data provider info to asset profile details dialog (#3434)
7 months ago
Thomas Kaul b12ac1fe84
Feature/simplify module imports of api (#3443)
7 months ago
Thomas Kaul 918d0b85d4
Feature/update passport dependencies (#3433)
7 months ago
Thomas Kaul e31b4c64cb
Feature/refactor holding detail dialog to standalone (#3407)
7 months ago
Thomas Kaul 812ff5cbdc
Feature/refresh cryptocurrencies list 20240514 (#3411)
7 months ago
Thomas Kaul 5ea3a187f4
Feature/upgrade body parser to version 1.20.2 (#3406)
7 months ago
Gerard Du Pre 8319b216bb
Feature/support delete activities with filtering (#3394)
8 months ago
Thomas Kaul 4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint (#3373)
8 months ago
Thomas Kaul 9b5e350e3b
Feature/harmonize log message (#3343)
8 months ago
Thomas Kaul f2cb671c7f
Feature/optimize get porfolio details endpoint (#3366)
8 months ago
Thomas Kaul f3d961bc16
Feature/move holdings table to holdings tab of home page (#3368)
8 months ago
Thomas Kaul 77beaaba08
Refactoring portfolio service (#3365)
8 months ago
Thomas Kaul 0a53df4293
Feature/improve inactive user role (#3360)
8 months ago
Thomas Kaul 486de968a2
Bugfix/fix division by zero error in dividend yield calculation (#3354)
8 months ago
Thomas Kaul a5833566a8
Feature/skip caching in portfolio calculator if active filters (#3348)
8 months ago
Thomas Kaul 4efd5cefd8
Bugfix/calculation of portfolio summary caused by future liabilities (#3342)
8 months ago
Thomas Kaul e10707fde4
Add missing guard to fix public page (#3339)
8 months ago
Thomas Kaul 4f41bac328
Feature/set up caching in portfolio calculator (#3335)
8 months ago
Thomas Kaul cd07802400
Bugfix/fix historical market data gathering for asset profiles with manual data source (#3336)
8 months ago
Thomas Kaul b692b7432c
Feature/set up event system for portfolio changes (#3333)
8 months ago
Thomas Kaul cdbe6eedeb
Feature/change cash to liquidity in asset class enum (#3321)
8 months ago
Thomas Kaul 39bd4a349b
Feature/improve chart in account detail dialog (#3314)
8 months ago
Thomas Kaul 1132dc9bdd
Feature/add unique constraint to account balance database schema (#3315)
8 months ago
Thomas Kaul b6ea7d23fa
Bugfix/add total value in base currency to redacted values (#3313)
8 months ago
Thomas Kaul 551b83a6e3
Bugfix/fix gaps in portfolio performance charts (#3311)
8 months ago
Bastien Jeannelle dfacbed66d
Feature/add support to create account cash balances (#3260)
8 months ago
Thomas Kaul 22d63c6102
Improve logging (#3304)
8 months ago
Thomas Kaul 212aa6a63b
Feature/add date range support to portfolio holdings page (#3303)
8 months ago
Thomas Kaul dba73d80a3
Improve logging (#3300)
8 months ago
Thomas Kaul 15857118fe
Feature/let data gathering queue jobs fail by throwing errors (#3281)
8 months ago
Thomas Kaul 5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator (#3272)
8 months ago
Thomas Kaul 6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator (#3267)
8 months ago
Thomas Kaul 4e7d93db13
Feature/adapt priorities of data gathering jobs (#3262)
8 months ago
Thomas Kaul 45340b581f
Bugfix/fix public page by including markets data (#3263)
9 months ago
Thomas Kaul 34d9ceb009
Feature/add support to immediately execute queue job (#3259)
9 months ago
Thomas Kaul 2b97bbd05d
Move getChart() to portfolio calculator (#3255)
9 months ago
Thomas Kaul 07c0e5a612
Feature/add currency to order database schema (#3251)
9 months ago
Thomas Kaul 719bbe156e
Feature/optimize calculation of allocations by market (#3249)
9 months ago
Thomas Kaul b51255a543
Feature/add key to x ray rule (#3248)
9 months ago
Thomas Kaul ca2e748c56
Bugfix/add missing tags in portfolio calculator (#3243)
9 months ago
Thomas Kaul f1f4f6247d
Feature/validate url in create and update platform dto (#3235)
9 months ago
Fedron 82fe1de1a7
Feature/add support to override asset (sub) class and url in admin control panel (#3218)
9 months ago
Arshad Jamal 371c999fbc
Feature/Add dividend yield to position detail dialog (#2636)
9 months ago
Thomas Kaul d7b579e3e8
Feature/refactor getAnnualizedPerformancePercent to portfolio calculator (#3226)
9 months ago
Thomas Kaul b8533050b0
Bugfix/fix duplicated tags in position detail dialog (#3224)
9 months ago
Francisco Silva 8cd6c34ed8
Feature/introduce portfolio calculator factory (#3214)
9 months ago
Thomas Kaul 51203ec96e
Feature/setup chinese (#3220)
9 months ago
Thomas Kaul f1eeee0525
Feature/extend date range support by specific years (#3190)
9 months ago
Thomas Kaul 5ffc39c32f
Feature/improve usability to delete asset profile (#3208)
9 months ago
Thomas Kaul 63a61fb492
Move portfolio calculator (#3204)
9 months ago
Thomas Kaul 5788c6474e
Refactor portfolio calculator (#3203)
9 months ago
Thomas Kaul 5529fdc0ee
Move transaction points to constructor (#3202)
9 months ago
Thomas Kaul 88a9b518f6
Bugfix/fix issue with overridden names in activities table (#3200)
9 months ago
Fedron 98de2355c4
Feature/Support overriding name of asset profile dialog (#3199)
9 months ago
helgehatt b41eb60348
Fix chart tooltip of benchmark comparator (#3167)
9 months ago
Christoph Califice 0edebe30e1
Feature/Add user account currency to export (#3194)
9 months ago
Thomas Kaul 50391e199a
Feature/improve generation of random strings (#3196)
9 months ago
Thomas Kaul a33f8d5bed
Upgrade @types/big.js to version 6.2.2 (#3191)
9 months ago
Thomas Kaul 458ef169f4
Feature/add support for toncoin cryptocurrency (#3189)
9 months ago
Thomas Kaul 87bf8df1c3
Bugfix/missing performance chart in presenter view (#3181)
9 months ago
Thomas Kaul 7e28e42995
Feature/exclude fees from holdings (#3160)
9 months ago
Thomas Kaul e21563d903
Feature/increase timeout to load benchmarks (#3158)
9 months ago
Gerard Du Pre c289793c6d
Feature/switch between active and closed holdings (#3146)
9 months ago
Thomas Kaul 38c2baf943
Feature/improve exception handling of current investments in various rules (#3156)
9 months ago
Thomas Kaul 82c78cad6b
Format (#3155)
9 months ago
Thomas Kaul bffe6060bd
Pass portfolio calculator to getChart() (#3153)
9 months ago
Thomas Kaul 841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics (#3152)
9 months ago
rodriguestiago0 3b895afc9e
Enable account balance update for fee and interest activities (#3145)
9 months ago
Thomas Kaul 671e4e316b
Release 2.63.2 (#3138)
10 months ago
Thomas Kaul 473136e9aa
Release 2.63.1 (#3135)
10 months ago
Thomas Kaul 7a364472c8
Bugfix/fix liability issue in allocations (#3133)
10 months ago
Thomas Kaul d32dd5e860
Feature/upgrade countries list to version 3.1.0 (#3131)
10 months ago
gizmodus 0bca8897d6
Fix average price calculation by only considering BUY transactions (#3125)
10 months ago
Thomas Kaul eb75be8535
Optimize details endpoint (#3123)
10 months ago
Thomas Kaul 6d2a897366
Refactor orders with activities (#3122)
10 months ago
Thomas Kaul d8bfb23f20
Refactor reduce() with getSum() (#3121)
10 months ago
Gerard Du Pre d9d71e7827
Fix issue with removing account from activity (#3112)
10 months ago
Thomas Kaul b642ce08e5
Refactor item type (#3119)
10 months ago
Thomas Kaul bc8d8309d4
Improve handling of future liabilities (#3118)
10 months ago
Thomas Kaul 1f2f9f22f2
Feature/remove environment variable web auth rp (#3115)
10 months ago
Thomas Kaul 07661d9262
Feature/integrate dividend into transaction point concept (#3092)
10 months ago
Gerard Du Pre 77358eed65
Feature/Include user role in admin endpoint (#3107)
10 months ago
Thomas Kaul c54392b7bb
Bugfix/fix exception in account value calculation (#3109)
10 months ago
Gerard Du Pre f3a8822a77
Feature/remove-v-from-version-in-admin-endpoint (#3101)
10 months ago
Thomas Kaul c37ad9bad4
Bugfix/fix activities import (#3095)
10 months ago
Thomas Kaul 4ab3f81384
Extract getFactor() (#3089)
10 months ago
Thomas Kaul b932bac9aa
Feature/optimize summary calculation (#3088)
10 months ago
Thomas Kaul 40b454d2f3
Feature/refresh cryptocurrencies list 20240302 (#3085)
10 months ago
Thomas Kaul 5596e5f03b
Feature/integrate wealth items into transaction point concept (#3084)
10 months ago
Thomas Kaul 7f67430685
Bugfix/readd value in base currency to activity (#3078)
10 months ago
Søren Bjergmark 68e558f198
Feature/Improve activities import by ISIN number (#3051)
10 months ago
Thomas Kaul 2115745471
Bugfix/fix issue with exchange rate calculation of wealth items in accounts (#3065)
10 months ago
Thomas Kaul 3615e2f057
Feature/improve handling of activities without account (#3060)
10 months ago
Thomas Kaul d3679d41b3
Bugfix/fix query to filter activities of excluded accounts (#3059)
10 months ago