Thomas Kaul
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cdbe6eedeb
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Feature/change cash to liquidity in asset class enum (#3321)
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
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2 months ago |
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Thomas Kaul
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719bbe156e
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Feature/optimize calculation of allocations by market (#3249)
* Optimize calculation of allocations by market
* Update changelog
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2 months ago |
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Thomas Kaul
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eb75be8535
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Optimize details endpoint (#3123)
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
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3 months ago |
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Thomas Kaul
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e921ed7f52
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Reorder imports (#2988)
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4 months ago |
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Thomas Kaul
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9fe90273c7
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Feature/move assistant to general availability (#2977)
* Move assistant from experimental to general availability
* Update changelog
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4 months ago |
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Thomas Kaul
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be93ca8968
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Feature/migrate allocations page to work with filters of assistant (#2933)
* Migrate portfolio allocations to work with filters of assistant
* Update changelog
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4 months ago |
TobiasXy
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1b2d2a9860
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Feature/Add holdings tab to account detail dialog (#2853) (#2864)
* Feature/Add holdings tab to account detail dialog (#2853)
* Update changelog
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5 months ago |
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Thomas Kaul
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6f6ff94979
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Improve sidebar (#2343)
* Improve sidebar
* Improve style of system message
* Update changelog
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9 months ago |
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Thomas Kaul
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ab691bb27a
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Feature/remove account type from user interface (#2335)
* Remove account type from user interface and set it optional
* Update changelog
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9 months ago |
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Thomas Kaul
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0fd3db3228
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Bugfix/fix cash position rows in holdings table (#2237)
* Fix cash position rows
* Update changelog
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10 months ago |
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Thomas Kaul
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d4fea075af
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Feature/include unavailable data in allocations by market chart (#2190)
* Include unavailable data in allocations by market chart
* Update changelog
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11 months ago |
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Thomas Kaul
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622bb8b0cf
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Feature/add allocations by market chart (#2171)
* Add allocations by (advanced) market
* Fix public page
* Update changelog
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11 months ago |
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Thomas Kaul
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ea101dd3bd
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Refactor value to valueInBaseCurrency (#2167)
* Revert value to valueInBaseCurrency refactoring
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11 months ago |
|
Thomas Kaul
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455a2d2e92
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Refactor value to valueInBaseCurrency (#2160)
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11 months ago |
|
Thomas Kaul
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92382e0b4d
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Feature/improve loading state during filtering on allocations page (#2141)
* Improve loading state
* Update changelog
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11 months ago |
|
Thomas Kaul
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15c96a9757
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Feature/add allocations by platform chart (#1915)
* Add allocations by platform
* Update changelog
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1 year ago |
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Thomas Kaul
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1ca3792a4b
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Feature/clean up initial values from x ray (#1914)
* Clean up initial (original) values from X-Ray
* Refactor current to valueInBaseCurrency
* Update changelog
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1 year ago |
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Thomas Kaul
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9be457943c
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Feature/introduce allocations by etf provider (#1870)
* Introduce allocations by etf provider
* Update changelog
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1 year ago |
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Thomas Kaul
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e92730879e
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Feature/migrate dialog components to angular material 15 (#1844)
* Migrate MatDialog
* Update changelog
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1 year ago |
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Thomas Kaul
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7b39b32293
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Feature/improve allocations page (#1813)
* Improve loading state
* Update changelog
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1 year ago |
|
Thomas Kaul
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b6a7804a26
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Refactoring (#1784)
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1 year ago |
|
Thomas Kaul
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0000317041
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Upgrade Nx and Angular (#1646)
* Upgrade Nx and Angular
* Update changelog
* Feature/eliminate angular material css vars (#1648)
* Eliminate angular-material-css-vars
* Update changelog
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1 year ago |
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Thomas Kaul
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6aae0cc1e4
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Bugfix/fix issue with value in value redaction interceptor (#1627)
* Fix issue with value in value redaction interceptor
* Fix format of world map
* Update changelog
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1 year ago |
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Thomas Kaul
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efba7429c1
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Bugfix/fix click of unknown accounts (#1629)
* Check for unknown key
* Update changelog
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1 year ago |
|
Thomas Kaul
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271001f523
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Feature/remove toggle on allocations page (#1620)
* Rename allocationCurrent, remove allocationInvestment
* Update changelog
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1 year ago |
|
Thomas Kaul
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0878941c4f
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Feature/support translated tags (#1600)
* Support translated tags
* Update changelog
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1 year ago |
|
Thomas Kaul
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90a7a84ac5
|
Feature/add global heat map to landing page (#1584)
* Add global heat map
* Update changelog
|
1 year ago |
|
Thomas Kaul
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e8a4a53c9f
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Feature/support position detail dialog in top performers of analysis page (#1522)
* Add support for position detail dialog
* Update changelog
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1 year ago |
|
Thomas Kaul
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64a7d38ff9
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Add more translations (#1394)
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2 years ago |
|
Thomas Kaul
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68d0d39161
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Feature/translate asset and asset sub classes (#1393)
* Translate asset and asset sub classes
* Update changelog
|
2 years ago |
|
Thomas Kaul
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eac52a215b
|
Feature/refactor appearance to color scheme (#1364)
* Refactor appearance to colorScheme
* Update changelog
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2 years ago |
|
Thomas Kaul
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539d3ff754
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Feature/add asset sub class filter (#1188)
* Add asset sub class filter
* Update changelog
|
2 years ago |
|
Thomas Kaul
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b6f395fd3b
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Feature/improve i18n (#1183)
* Improve i18n
* Update changelog
|
2 years ago |
|
Thomas Kaul
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c0f19d56ec
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Feature/add account detail dialog (#1047)
* Add account detail dialog
* Update changelog
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2 years ago |
|
Thomas Kaul
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d130efad47
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Clean up comments (#1043)
* Clean up comments
|
2 years ago |
|
Thomas Kaul
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109f0ebd70
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Feature/move positions table to holdings section (#1042)
* Move positions table to holdings section
* Update changelog
|
2 years ago |
|
Thomas Kaul
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5cb6e5dec6
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Feature/support filtering by asset class on the allocations page (#926)
* Support filtering by asset class
* Update changelog
|
2 years ago |
|
Thomas Kaul
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4a123c38f2
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Refactor placeholder (#925)
|
2 years ago |
|
Thomas Kaul
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160335302a
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Feature/group filters by type (#922)
* Add groups to activities filter component
* Update changelog
|
2 years ago |
|
Thomas Kaul
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5391b88c42
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Feature/add report data glitch button (#920)
* Add report data glitch button
* Update changelog
|
2 years ago |
|
Thomas Kaul
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c1d460cead
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Improve filtering (#901)
|
2 years ago |
|
Thomas Kaul
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dfa67b275c
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Feature/improve filtering on allocations page (#900)
* Include cash positions on allocations page (with no filtering)
* Update changelog
|
2 years ago |
|
Thomas Kaul
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16dd8f7652
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Feature/refactor filters with interface (#883)
* Refactor filtering with an interface
* Filter by accounts
* Update changelog
|
2 years ago |
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Thomas Kaul
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b6cd007ad4
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Release/1.143.0 (#871)
* Release 1.143.0
* Improve filtering by tags
|
2 years ago |
|
Thomas Kaul
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bad9d17c44
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Setup allocations page and endpoint (#859)
* Setup tagging system
* Update changelog
|
2 years ago |
|
Thomas Kaul
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957200854c
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Feature/improve empty state of proportion chart (#811)
* Improve empty state
* Update changelog
|
2 years ago |
|
Thomas Kaul
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b4848be914
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Feature/add developed vs emerging markets calculation (#767)
* Add allocations by market
* Update changelog
|
2 years ago |
|
Thomas Kaul
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b3e58d182a
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Feature/add support for click in portfolio proportion chart (#729)
* Add support for click
* Update changelog
|
2 years ago |
|
Thomas Kaul
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dced06ebb5
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Bugfix/improve allocations (#710)
* Fix allocations by account for non-unique account names
* Refactor calculations with big.js
* Update changelog
|
2 years ago |
|
Thomas Kaul
|
bed3e5aae2
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Bugfix/fix horizontal overflow in activities table (#676)
* Fix horizontal overflow in tables
* Update changelog
|
2 years ago |
