cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
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* Change CASH to LIQUIDITY in asset class enum
* Update changelog
1 month ago
212aa6a63b
Feature/add date range support to portfolio holdings page ( #3303 )
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* Add date range support
* Update changelog
1 month ago
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
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* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
2 months ago
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
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* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
2 months ago
45340b581f
Bugfix/fix public page by including markets data ( #3263 )
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* Include markets data
* Update changelog
2 months ago
719bbe156e
Feature/optimize calculation of allocations by market ( #3249 )
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* Optimize calculation of allocations by market
* Update changelog
2 months ago
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
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* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
2 months ago
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
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* Upgrade @types/big.js to version 6.2.2
* Refactor imports
2 months ago
87bf8df1c3
Bugfix/missing performance chart in presenter view ( #3181 )
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* Fix missing performance chart in presenter view
* Update changelog
2 months ago
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
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* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
3 months ago
7a364472c8
Bugfix/fix liability issue in allocations ( #3133 )
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* Remove liabilities from allocations calculation
* Update changelog
3 months ago
eb75be8535
Optimize details endpoint ( #3123 )
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* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
3 months ago
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
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* Integrate dividend into transaction point concept
* Update changelog
3 months ago
c37ad9bad4
Bugfix/fix activities import ( #3095 )
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* Fix query parameter handling of booleans
* Update changelog
3 months ago
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
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* Integrate (wealth) items into transaction point concept
* Update changelog
3 months ago
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
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* Move break down of performance to general availability
* Update changelog
3 months ago
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
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* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
3 months ago
e921ed7f52
Reorder imports ( #2988 )
4 months ago
3df8810412
Feature/Add support to grant private access with permissions ( #2870 )
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* Add support to grant private access with permissions
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
4 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
5 months ago
7d68905f1b
Feature/use has permission annotation in endpoints ( #2771 )
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* Use HasPermission in endpoints
* Update changelog
5 months ago
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
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* Extend performance endpoint by net worth per day
* Update changelog
6 months ago
fa627f686f
Bugfix/fix chart for account excluded from analysis ( #2534 )
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* Fix chart for account excluded from analysis
* Update changelog
7 months ago
8236091477
Feature/add support for search query in portfolio position endpoint ( #2443 )
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* Introduce search query filter
* Update changelog
8 months ago
0f7c6ff0fe
Bugfix/fix asset class of cash position for empty account ( #2378 )
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* Fix assetClass and assetSubClass
* Update changelog
8 months ago
bc33e5f147
Feature/remove deprecated environment variable base currency ( #2255 )
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* Remove the deprecated environment variable BASE_CURRENCY
* Update changelog
9 months ago
622bb8b0cf
Feature/add allocations by market chart ( #2171 )
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* Add allocations by (advanced) market
* Fix public page
* Update changelog
10 months ago
bdf72164b1
Feature/break down emergency fund by cash and assets ( #2159 )
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* Break down emergency fund in cash and assets
* Update changelog
11 months ago
455a2d2e92
Refactor value to valueInBaseCurrency ( #2160 )
11 months ago
7931e6950d
Feature/add support for liabilities ( #1789 )
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* Add support for liabilities
* Update changelog
12 months ago
d630fb900d
Feature/add investment streaks ( #2042 )
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* Add investment streaks
* Current streak
* Longest streak
* Add unit to value component
* Update changelog
1 year ago
15c96a9757
Feature/add allocations by platform chart ( #1915 )
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* Add allocations by platform
* Update changelog
1 year ago
1ca3792a4b
Feature/clean up initial values from x ray ( #1914 )
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* Clean up initial (original) values from X-Ray
* Refactor current to valueInBaseCurrency
* Update changelog
1 year ago
513a564e2c
Restructure services ( #1891 )
1 year ago
261a0fb0b9
Refactor AuthInterceptor ( #1764 )
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* Refactor AuthInterceptor
* Refactor JwtStrategy
1 year ago
6aae0cc1e4
Bugfix/fix issue with value in value redaction interceptor ( #1627 )
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* Fix issue with value in value redaction interceptor
* Fix format of world map
* Update changelog
1 year ago
52b3ad6dc3
Feature/refactor value redaction interceptor ( #1624 )
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* Reuse redactAttributes()
* Update changelog
1 year ago
271001f523
Feature/remove toggle on allocations page ( #1620 )
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* Rename allocationCurrent, remove allocationInvestment
* Update changelog
1 year ago
b20fa55b79
Feature/add filters to analytics page ( #1559 )
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* Add filters to analysis page
* Update changelog
1 year ago
66d5793528
Refactoring ( #1545 )
1 year ago
e87b93f19c
Feature/add logo endpoint ( #1506 )
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* Add logo endpoint
* Update changelog
1 year ago
49dcade964
Feature/add date of first activity to holdings ( #1505 )
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* Add date of first activity
* Update changelog
1 year ago
3a78d6c3f1
Feature/add dividend timeline ( #1498 )
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* Add dividend timeline
* Update changelog
Co-Authored-By: João Pereira <joao@jpereira.me>
1 year ago
43426c9b01
Feature/restructure portfolio page ( #1429 )
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* Restructure portfolio page
* Update changelog
2 years ago
2a1339b61e
Feature/improve usage of premium indicator component ( #1421 )
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* Improve usage of premium indicator component
* Update changelog
2 years ago
4c893c4dcc
Bugfix/fix public page ( #1408 )
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* Fix public page
* Update changelog
2 years ago
47f84dab06
Remove postfix ( #1360 )
2 years ago
a65424aafa
Feature/add total amount chart to investment timeline ( #1344 )
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* Add total amount chart
* Update changelog
2 years ago
3fc2228f1d
Feature/switch to new performance calculation ( #1336 )
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* Switch to new performance calculation
* Update changelog
2 years ago
c2df99072d
Feature/refactor filters ( #1299 )
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* Refactor filters
Co-Authored-By: Zakaria YAHI <9142557+ZakYahi@users.noreply.github.com>
2 years ago
Thomas Kaul
Gerard Du Pre
Francisco Silva
underwater