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
51203ec96e
Feature/setup chinese ( #3220 )
...
* Set up chinese
* 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
Thomas Kaul
63a61fb492
Move portfolio calculator ( #3204 )
...
* Move portfolio calculator
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
5529fdc0ee
Move transaction points to constructor ( #3202 )
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
50391e199a
Feature/improve generation of random strings ( #3196 )
...
* Replace Math.random() with crypto.randomBytes()
* Update changelog
9 months ago
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
...
* Upgrade @types/big.js to version 6.2.2
* Refactor imports
9 months ago
Thomas Kaul
458ef169f4
Feature/add support for toncoin cryptocurrency ( #3189 )
...
* Add Toincoin
* 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
7e28e42995
Feature/exclude fees from holdings ( #3160 )
9 months ago
Thomas Kaul
e21563d903
Feature/increase timeout to load benchmarks ( #3158 )
...
* Increase request timeout
* 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
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 )
...
* 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
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
7a364472c8
Bugfix/fix liability issue in allocations ( #3133 )
...
* Remove liabilities from allocations calculation
* 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
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
eb75be8535
Optimize details endpoint ( #3123 )
...
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
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 )
...
* 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
b642ce08e5
Refactor item type ( #3119 )
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
Gerard Du Pre
77358eed65
Feature/Include user role in admin endpoint ( #3107 )
...
* Include user role in admin endpoint
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
Gerard Du Pre
f3a8822a77
Feature/remove-v-from-version-in-admin-endpoint ( #3101 )
...
* Remove "v" from version in admin endpoint
10 months ago
Thomas Kaul
c37ad9bad4
Bugfix/fix activities import ( #3095 )
...
* Fix query parameter handling of booleans
* Update changelog
10 months ago
Thomas Kaul
4ab3f81384
Extract getFactor() ( #3089 )
...
* Extract getFactor()
* Refactoring
10 months ago
Thomas Kaul
b932bac9aa
Feature/optimize summary calculation ( #3088 )
...
* Optimize calculation
* Update changelog
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
7f67430685
Bugfix/readd value in base currency to activity ( #3078 )
...
* Readd valueInBaseCurrency
* 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
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
2bc8bebfb8
Clean up dist folders ( #3053 )
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
Søren Bjergmark
b060b81204
Fix debugging with VS Code due to missing Source Map ( #3050 )
...
Fixes #2801
10 months ago
Søren Bjergmark
a8d557eb1b
Disable parallel execution of commands causing race condition between mkdir and cp ( #3052 )
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
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
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
9acdb41aa2
Refactor params to object ( #2987 )
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
6f7cbc93b9
Add missing type ( #3023 )
10 months ago
Thomas Kaul
67ae86763e
Handle premium data provider in getQuotes() ( #3020 )
...
* Handle premium data provider in getQuotes()
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
ad42c0bf28
Enable FAQ link for self-hoster ( #3015 )
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
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
78b3328bf7
Add activities count ( #3005 )
10 months ago
Thomas Kaul
54310f2214
Feature/add support for jupiter cryptocurrency ( #2999 )
...
* Add JUP29210
* 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
e921ed7f52
Reorder imports ( #2988 )
11 months ago
Thomas Kaul
ef9d77312e
Introduce renewal-early-bird ( #2982 )
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
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
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
cea569c987
Add Fina ( #2956 )
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
c9237146e2
Feature/add investment value to chart ( #2948 )
...
* Add investment value to chart
* Update changelog
11 months ago
Thomas Kaul
4434d0315f
Remove unused timeline calculation ( #2947 )
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
40b6777814
Add upgrade plan button ( #2937 )
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
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
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
50fb82a6e6
Extend personal finance tools ( #2925 )
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
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
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 Kaul
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
...
* Improve handling of derived currencies
* Update changelog
11 months ago
Thomas Kaul
6167f105fe
Refactoring ( #2897 )
11 months ago
Thomas Kaul
8d5f2fd91d
Fix fee conversion ( #2896 )
...
* Fix fee conversion
* Update changelog
11 months ago
Thomas Kaul
0ee632470e
Improve typings ( #2889 )
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
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
7b45a8b3fc
Introduce type ( #2885 )
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
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
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
c418e75139
Bugfix/fix currency in error log in exchange rate data service ( #2868 )
...
* Fix currency
* 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
5fa3388609
Feature/break down performance into asset and currency ( #2863 )
...
* Break down performance into asset and currency
* Nullify values
* Update changelog
12 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>
12 months ago
Thomas Kaul
a72e98f73c
Add AllInvestView ( #2861 )
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
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
Francisco Silva
62f85293e2
#2820 Grant private access ( #2822 )
...
* Grant private access
* Update changelog
12 months ago
Hugo Persson
371f1dc451
Feature/support rest api in scraper ( #2810 )
...
* Support REST APIs in scraper
* Update changelog
12 months ago
Thomas Kaul
23d323073d
Fix performance percentage for 1d ( #2814 )
...
* Fix performance percentage for 1d
* Improve response of positions endpoint
* Update changelog
12 months ago
Thomas Kaul
0649f9fd2c
Clean up ( #2787 )
12 months ago
Thomas Kaul
43b4f14ace
Feature/add button to test scraper configuration ( #2808 )
...
* 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>
12 months ago
gizmodus
726e727c7d
Feature/benchmark currency correction ( #2790 )
...
* Convert benchmark performance to base currency
* Introduce getExchangeRates() for multiple dates
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
12 months ago
Thomas Kaul
b89bf1d5e8
Feature/increase timeout to load currencies ( #2800 )
...
* Increase timeout
* Update changelog
12 months ago
Thomas Kaul
e465f1b791
Feature/add support to edit currency of asset profile with data source manual ( #2789 )
...
* Add support to edit currency
* Update changelog
12 months ago
Thomas Kaul
01b6c14bcc
Feature/improve handling of derived currency usx ( #2788 )
...
* Improve handling of USX
* Update changelog
12 months ago
miles
34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` ( #2792 )
...
* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
12 months ago
gizmodus
b183c45027
Time weighted portfolio performance calculation ( #2778 )
...
* Implement time weighted portfolio performance calculation
* Update changelog
1 year ago
underwater
7d68905f1b
Feature/use has permission annotation in endpoints ( #2771 )
...
* Use HasPermission in endpoints
* Update changelog
1 year ago
Thomas Kaul
beb9e2c43f
Feature/modernize nx executors ( #2767 )
...
* Modernize Nx executors
* @nx/eslint:lint
* @nx/webpack:webpack
* Update changelog
1 year ago
Thomas Kaul
4d79df90a7
Feature/support search by asset profile id ( #2765 )
...
* Add support to search for an asset profile by id
* Update changelog
1 year ago
Thomas Kaul
7c33120546
Reimplement redactObject() without cloneDeep() ( #2760 )
...
* Reimplement redactObject() without cloneDeep()
* Update changelog
1 year ago
Thomas Kaul
7f3c86038f
Sort imports ( #2739 )
1 year ago
Thomas Kaul
7dc8f80fdf
Feature/upgrade to nx version 17.2.5 ( #2756 )
...
* Upgrade Nx to version 17.2.5
* Update changelog
1 year ago
Thomas Kaul
28706d7b26
Refactor order service ( #2751 )
1 year ago
Thomas Kaul
0e94112dc7
Feature/adjust holdings weight threshold in trackinsight data enhancer ( #2742 )
...
* Adjust holdings weight threshold
* Update changelog
1 year ago
Thomas Kaul
ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview ( #2740 )
...
* Highlight all time high
* Update changelog
1 year ago
Thomas Kaul
51a0ede3e4
Feature/introduce lazy loaded activities table ( #2729 )
...
* Introduce lazy-loaded activities table
* Add icon column
* Emit paginator event
* Add pagination logic
* Integrate total items
* Update changelog
1 year ago
Thomas Kaul
531964636b
Fix type ( #2708 )
1 year ago
Thomas Kaul
377ba75e4c
Add support to delete a cash balance ( #2707 )
1 year ago
Marcin Szymański
77b13b88f0
Relax check for duplicates in activities import ( #2704 )
...
* Relax check for duplicates in activities import (allow same day)
* Update changelog
1 year ago
underwater
813e73a0a3
Introduce HasPermission annotation ( #2693 )
...
* Introduce HasPermission annotation
* Update changelog
1 year ago
Thomas Kaul
1d796a9597
Bugfix/change intraday data gathering to operate synchronously ( #2705 )
...
* Change intraday data gathering to operate synchronously
* Update changelog
1 year ago
Thomas Kaul
6f4fd0826c
Feature/respect with excluded accounts flag in get account balances ( #2697 )
...
* Respect withExcludedAccounts in getAccountBalances()
* Update changelog
1 year ago
Thomas Kaul
07b0a2c40a
Add guard ( #2696 )
1 year ago
Thomas Kaul
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
...
* Extend performance endpoint by net worth per day
* Update changelog
1 year ago
Thomas Kaul
0a83bcd697
Feature/improve error log for data source request timeout ( #2688 )
...
* Improve error log for timeouts
* Update changelog
1 year ago
Thomas Kaul
6ff2e0f952
Introduce base product page ( #2687 )
1 year ago
Thomas Kaul
bdfba4d509
Upgrade to Nx 17.1 ( #2635 )
...
* Upgrade to Nx 17
* Run migrations
* Extend instructions
* Update changelog
1 year ago
Thomas Kaul
5ad248a643
Improve algorithm ( #2676 )
1 year ago