Thomas Kaul
65e151151b
Feature/increase fear and greed index to 90 days ( #652 )
...
* Increase fear and greed index to 90 days
* Update changelog
3 years ago
Thomas Kaul
5d3bbb8f30
Feature/improve annualized performance ( #651 )
...
* Improve annualized performance calculation
* Update changelog
3 years ago
Thomas Kaul
bcb7f5f522
Feature/add feature toggle for new calculation engine ( #649 )
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* Add feature toggle for new calculation engine
* Update changelog
3 years ago
gizmodus
f15b33e950
Portfolio calculator rework ( #632 )
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* Portfolio calculator rework
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
Thomas Kaul
9c086edffe
Feature/extend historical data view in admin control ( #646 )
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* Extend market data view
* Update changelog
3 years ago
Thomas Kaul
585f99e4df
Feature/add summary row to activities table ( #645 )
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* Add summary row to activities table
* Update changelog
3 years ago
Thomas Kaul
38f2930ec6
Feature/improve data provider service ( #637 )
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* Improve data provider service
* Update changelog
3 years ago
Thomas Kaul
556be61fff
Bugfix/fix unresolved account names in reports ( #636 )
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* Fix unresolved account names
* Update changelog
3 years ago
Thomas Kaul
0a8d159f78
Bugfix/fix missing symbol profile data connection in import ( #630 )
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* Fix missing symbol profile data connection in import
* Update changelog
3 years ago
Thomas Kaul
1a4109ebaa
Bugfix/fix fallback to load currencies directly from data provider ( #629 )
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* Fix fallback
* Update changelog
3 years ago
Thomas Kaul
7df53896f3
Feature/start eliminating data source from order ( #622 )
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* Start eliminating dataSource from order
* Update changelog
3 years ago
Thomas Kaul
b2b3fde80e
Bugfix/support multiple accounts with the same name ( #623 )
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* Support multiple accounts with the same name
* Update changelog
3 years ago
Thomas Kaul
075431d868
Feature/add google sheets as data source ( #620 )
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* Add google sheets as data source
* Update changelog
3 years ago
Thomas Kaul
07de8f87fc
Set market prices explicitly ( #618 )
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* Set market prices explicitly
* Set comments explicitly
3 years ago
Thomas Kaul
9ac67b0af2
Feature/expose profile data gathering by symbol endpoint ( #611 )
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* Expose profile data gathering by symbol endpoint
* Update changelog
3 years ago
Thomas Kaul
1e526852a7
Bugfix/fix mapping for russia in trackinsight data enhancer ( #610 )
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* Fix mapping for Russia
* Update changelog
3 years ago
Thomas Kaul
e54638a684
Feature/improve analysis page ( #609 )
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* Improve analysis page (show y-axis, extend chart in relation to days in market)
* Update changelog
3 years ago
Thomas Kaul
029b7bed9a
Bugfix/improve error handling in position api endpoint ( #607 )
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* Add guards
* Update changelog
3 years ago
Thomas Kaul
cebf879d67
Feature/refactor demo user ( #604 )
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* Refactor demo user id
* Update changelog
3 years ago
Thomas Kaul
d69a69ce18
Bugfix/fix exception with market state ( #602 )
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* Fix exception with market state
* Update changelog
3 years ago
Thomas Kaul
6dcd801d05
Feature/extend statistics section with users in slack community ( #596 )
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* Extend statistics with users in Slack community
* Update changelog
3 years ago
Thomas Kaul
438484879d
Bugfix/fix creation of historical data ( #594 )
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* Fix creation of historical data (upsert instead of update)
* Update changelog
3 years ago
Thomas Kaul
9e1a7fc981
Feature/dividend ( #547 )
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* Add dividend to order type
* Support dividend in transactions table
* Support dividend in transaction dialog
* Extend import file with dividend
* Add dividend to portfolio summary
* Update changelog
Co-authored-by: Fly Man <fly.man.opensim@gmail.com>
3 years ago
Thomas Kaul
ff638adf03
Feature/add transactions to position detail dialog ( #591 )
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* Add transactions to position detail dialog
* Update changelog
3 years ago
Thomas Kaul
db1d474ddf
Feature/more discreet data provider warning ( #589 )
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* Upgrade http-status-codes to version 2.2.0
* Make the data provider warning more discreet
* Update changelog
3 years ago
Thomas Kaul
9d3610331a
Add guard ( #582 )
3 years ago
Thomas Kaul
0043b44670
Feature/improve data gathering for currencies ( #581 )
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* Improve data gathering for currencies, add warning if it fails
* Update changelog
3 years ago
Thomas Kaul
bbc4e64cb4
Bugfix/filter currencies with null value ( #579 )
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* Filter currencies with null value
* Update changelog
3 years ago
Thomas Kaul
8f583709ef
Feature/add support for cosmos and polkadot ( #577 )
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* Add support for cryptocurrencies ATOM and DOT
* Update changelog
3 years ago
Thomas Kaul
4c30212a72
Feature/improve data gathering ( #576 )
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* Eliminate benchmarks to gather
* Optimize 7d data gathering
* Update changelog
3 years ago
Thomas Kaul
3b9a8fabb5
Clean up ( #574 )
3 years ago
Valentin Zickner
5d39b267ab
write portfolio calculator test case for symbol BALN.SW (refs #554 ) ( #572 )
3 years ago
Thomas Kaul
ffaaa14dba
Feature/increase fear and greed index to 30 days ( #571 )
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* Increase Fear & Greed index to 30 days
* Update changelog
3 years ago
Thomas Kaul
9f545e3e2b
Feature/add cryptocurrency solana ( #563 )
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* Add support for Solana and clean up symbol conversion (SOL1USD)
* Update changelog
3 years ago
Thomas Kaul
1602f976f0
Feature/convert errors to warnings in portfolio calculator ( #562 )
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* Convert errors to warnings
* Update changelog
3 years ago
Thomas Kaul
e78755c280
Replace OrderType with Type (prisma) ( #560 )
3 years ago
Thomas Kaul
ddce8cc7f9
Feature/support update of historical data ( #557 )
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* Support update of historical data
* Update changelog
3 years ago
Thomas Kaul
e518bc3779
Feature/clean up all time high and low from performance endpoint ( #551 )
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* Remove isAllTimeHigh / isAllTimeLow
* Update changelog
3 years ago
Thomas Kaul
eff807dd9a
Add tests for yahoo Finance symbol conversion ( #550 )
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* Add tests for yahoo Finance symbol conversion
* Refactoring
3 years ago
Thomas Kaul
155bf67f60
Bugfix/fix symbol conversion from yahoo finance with hyphen ( #549 )
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* Fix symbol conversion from Yahoo Finance
* Update changelog
3 years ago
Rafael Augusto de Oliveira
7439c1bf54
fix(custom-cryptocurrencies): add uniswap (uni3) ( #541 )
3 years ago
Thomas Kaul
e255b76053
Feature/check currency in import validation ( #538 )
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* Check currency in import validation (avoid importing transactions in wrong currency)
* Update changelog
3 years ago
Thomas Kaul
ed7209fb53
Feature/remove transactions import limit ( #536 )
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* Remove default transactions import limit
* Update changelog
3 years ago
Thomas Kaul
11076592d1
Do not log coupon code ( #533 )
3 years ago
Thomas Kaul
ebee851b23
Feature/support data gathering by symbol and date ( #532 )
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* Support data gathering by symbol and date
* Update changelog
3 years ago
Thomas Kaul
78e0fdb0ca
Add coupon system ( #529 )
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* Add coupon system
* Update changelog
3 years ago
Thomas Kaul
d09cad4e05
Feature/read only mode ( #520 )
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* Setup read only mode and update permissions dynamically
* Update changelog
3 years ago
Thomas Kaul
069660afe4
Feature/increase fear and greed index to 10 days ( #525 )
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* Increase to 10 days
* Update changelog
3 years ago
Thomas Kaul
4d9a223491
Feature/add system message ( #519 )
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* Add system message
* Update changelog
3 years ago
Thomas Kaul
aed8f5cf04
Feature/upgrade prisma to version 3.6.0 ( #518 )
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* Upgrade prisma from version 2.30.2 to 3.6.0
* Update changelog
3 years ago
Thomas Kaul
1beb4de62f
Feature/support additional currencies ( #517 )
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* Support additional currencies
* Update changelog
3 years ago
Thomas Kaul
3e82de6b21
Feature/add historical data chart of fear and greed index ( #515 )
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* Add historical data chart of market mood
* Update changelog
3 years ago
Thomas Kaul
563f354e7e
Feature/symbol to uppercase to avoid duplicates ( #514 )
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* Convert the symbol to uppercase to avoid case-sensitive duplicates
* Update changelog
3 years ago
Thomas Kaul
e96e6c717c
Feature/enable import by default ( #513 )
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* Enable import by default
* Update changelog
3 years ago
Thomas Kaul
49f46e1a1e
Bugfix/improve allocations by currency with cash balances ( #508 )
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* Improve allocations by currency in combination with cash balances
* Update changelog
3 years ago
Thomas Kaul
4908e6d35d
Bugfix/fix data gathering of fear and greed index ( #505 )
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* Fix data gathering of fear and greed index
* Update changelog
3 years ago
Thomas Kaul
11be6f630f
Feature/expose data gathering by symbol ( #503 )
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* Expose data gathering by symbol as endpoint
* Update changelog
3 years ago
Thomas Kaul
1f042ee791
Feature/eliminate redundant storage of historical exchange rates ( #500 )
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* Eliminate redundant storage of historical exchange rates
* Clean up experimental API
* Update changelog
3 years ago
Thomas Kaul
da6eaa0d77
Harmonize error log ( #499 )
3 years ago
Thomas Kaul
6c07759eb7
Feature/add market data tab to admin control panel ( #497 )
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* Add market data tab
* Update changelog
3 years ago
Thomas Kaul
72067459d6
Feature/add value to position detail dialog ( #492 )
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* Add value to position detail dialog
* Update changelog
3 years ago
Thomas Kaul
fbd1475402
Feature/upgrade core dependencies ( #490 )
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* Upgrade core dependencies
* angular
* nestjs
* Nx
* rxjs
* storybook
* Temporarily fix imports for storybook
* Update changelog
3 years ago
Thomas Kaul
1c2ca5b96b
Feature/accentuate all time high and low ( #428 )
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* Accentuate all time high and all time low
* Update changelog
Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
3 years ago
Valentin Zickner
80782f1098
add support for euro cryptocurrencies, ALGO and remove unknown crypto… ( #480 )
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* add support for euro cryptocurrencies, ALGO and remove unknown cryptocurrencies from list
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
Thomas Kaul
e1932eb5a1
Bugfix/exclude drafts from transaction count ( #473 )
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* Fix transactions count (exclude drafts)
* Improve wording (summary page)
* Update changelog
3 years ago
Thomas Kaul
3032126508
Feature/add footer row to accounts table ( #471 )
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* Add footer row to accounts table with total balance and value
* Update changelog
3 years ago
Thomas Kaul
d2fabe7ce4
Feature/add value column to accounts table ( #468 )
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* Add value column
* Update changelog
3 years ago
Thomas Kaul
a42700b9fe
Feature/introduce data gathering progress ( #467 )
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* Add data gathering progress
* Update changelog
3 years ago
Thomas Kaul
9df8541145
Feature/log logo on server start ( #466 )
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* Log logo on server start
* Update changelog
3 years ago
Thomas Kaul
cd76f89902
Feature/increase decimal places for cryptocurrencies ( #462 )
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* Calculate quantity precision
* Update changelog
3 years ago
Thomas Kaul
e01e039a00
Release 1.72.0 ( #459 )
3 years ago
Thomas Kaul
d60b444324
Release/1.71.0 ( #458 )
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* Refactor logger
* Fix exception
* Update changelog
3 years ago
Thomas Kaul
d999a27159
Feature/move scraper configuration to symbol profile ( #456 )
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* Move scraper configuration
* Update changelog
3 years ago
Thomas Kaul
678544748a
Add symbol mapping ( #452 )
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* Add symbol mapping
* Update changelog
3 years ago
Thomas Kaul
edb66bb166
Feature/extend statistics ( #449 )
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* Extend statistics
* Update changelog
3 years ago
Thomas Kaul
1397cd62a8
Feature/extend public page ( #445 )
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* Extend public page
* Update changelog
3 years ago
Thomas Kaul
9133ea38f3
Feature/order accesses ( #441 )
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* Order accesses
* Update changelog
3 years ago
Thomas Kaul
2de0e75cb8
Feature/add user interface for granting and revoking public access ( #439 )
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* Add user interface for granting and revoking public access
* Update changelog
3 years ago
Thomas Kaul
1296f95602
Feature/move data enhancer from data provider to data gathering ( #437 )
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* Move data enhancers from data provider to data enhancer module
* Update changelog
3 years ago
Thomas Kaul
19e2d54791
Refactor custom cryptocurrencies ( #433 )
3 years ago
Valentin Zickner
099ad18aaf
refactor data-provider.service.ts to have dynamic list of services ( #429 )
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* Refactor data-provider.service.ts to have dynamic list of services
* Update changelog
Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
Thomas Kaul
6dea9093ba
Feature/add public portfolio ( #426 )
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* Setup public portfolio page
* Update changelog
3 years ago
Thomas Kaul
b57301ef50
Feature/extend import validation message ( #421 )
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* Extend import validation message
* Update changelog
3 years ago
Thomas Kaul
2e5176bacf
Feature/extend import by csv files ( #419 )
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* Support import of csv files
* Update changelog
3 years ago
Thomas Kaul
f06a0fbbee
Feature/validate duplicate orders for import ( #416 )
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* Validate duplicate orders
* Update changelog
3 years ago
Thomas Kaul
93dcbeb6c7
Feature/add validation for import ( #415 )
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* Valid data types
* Maximum number of orders
* Data provider service returns data for the dataSource / symbol pair
3 years ago
Valentin Zickner
f308ae7a13
add sectors and countries for ETFs ( #410 )
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* Update changelog
Co-Authored-By: Valentin Zickner <valentin@coderworks.de>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
3 years ago
Thomas Kaul
d1eedf9726
Bugfix/various fixes ( #407 )
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* Fix links
* Update column
* Fix impersonation mode
* Update changelog
3 years ago
Thomas Kaul
de94494aa0
Bugfix/fix symbol conversion for yahoo finance ( #405 )
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* Fix symbol conversion for Yahoo Finance
* Update changelog
3 years ago
Thomas Kaul
1050bfa098
Feature/improve yahoo finance symbol conversion ( #402 )
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* Improve symbol conversion
* Update changelog
3 years ago
Thomas Kaul
fe2bd6eea8
Feature/protect endpoints ( #396 )
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* Protect endpoints
* Update changelog
3 years ago
Thomas Kaul
39d9828f9f
Feature/respect account currency in exchange rate data service ( #391 )
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* Respect the accounts' currencies
* Update changelog
3 years ago
Thomas Kaul
6333aa972d
Bugfix/fix data gathering after seed ( #390 )
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* Fix data gathering after seed
* Update changelog
3 years ago
Thomas Kaul
dcee651098
Feature/support unlimited currencies ( #387 )
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* Support unlimited currencies
* Update changelog
3 years ago
Thomas Kaul
0f72673ef4
Feature/respect data source in symbol data endpoint ( #370 )
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* Respect data source in symbol data endpoint
* Respect data source in the data provider service
* Combine symbol with data source in get() of data provider service
* Improve search functionality for multiple data sources
* Update changelog
3 years ago
Thomas Kaul
641fe4e8f4
Bugfix/net performance in positions endpoint ( #377 )
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* Nullify net performance
* Update changelog
3 years ago
Thomas Kaul
5b588c2000
Bugfix/hide the current net performance ( #373 )
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* Hide the current net performance
* Update changelog
3 years ago
Thomas Kaul
4a815d2031
Feature/change data gathering selection ( #368 )
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* Change data gathering selection from distinct orders to symbol profiles
* Update changelog
3 years ago
Valentin Zickner
d2aeeb3e88
optimize annual performance calculation ( #367 )
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* Optimize annual performance calculation
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
Thomas Kaul
5ea455b98b
Feature/upgrade simplewebauthn dependencies to version 4.1.0 ( #365 )
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* Upgrade @simplewebauthn dependencies to version 4.1.0
* @simplewebauthn/browser
* @simplewebauthn/server
* Update changelog
3 years ago