Commit Graph

493 Commits (dcc7ef89fe1141a420b674bcf391c5a4935406b7)

Author SHA1 Message Date
Thomas Kaul f06a0fbbee
Feature/validate duplicate orders for import (#416)
3 years ago
Thomas Kaul 4ab6a1a071
Feature/harmonize page layouts (#417)
3 years ago
Thomas Kaul 93dcbeb6c7
Feature/add validation for import (#415)
3 years ago
Valentin Zickner f308ae7a13
add sectors and countries for ETFs (#410)
3 years ago
Thomas Kaul 15a61b7a20
Feature/improve values of global heat map (#408)
3 years ago
Thomas Kaul d1eedf9726
Bugfix/various fixes (#407)
3 years ago
Thomas Kaul de94494aa0
Bugfix/fix symbol conversion for yahoo finance (#405)
3 years ago
Thomas Kaul 3ec4a73b35
Feature/improve tooltips (#403)
3 years ago
Thomas Kaul 1050bfa098
Feature/improve yahoo finance symbol conversion (#402)
3 years ago
Thomas Kaul 8769fe4c90
Improve styling (#399)
3 years ago
Thomas Kaul 4219e1121e
Improve style (#398)
3 years ago
Thomas Kaul f558eb8de8
Fix template (#397)
3 years ago
Thomas Kaul fe2bd6eea8
Feature/protect endpoints (#396)
3 years ago
Thomas Kaul 035052be99
Feature/improve exchange rates table (#394)
3 years ago
Thomas Kaul 39d9828f9f
Feature/respect account currency in exchange rate data service (#391)
3 years ago
Thomas Kaul 6333aa972d
Bugfix/fix data gathering after seed (#390)
3 years ago
Thomas Kaul dcee651098
Feature/support unlimited currencies (#387)
3 years ago
Thomas Kaul 508a48f4c3
Feature/hide actions in presenter view (#380)
3 years ago
Thomas Kaul 8466e3d73f
Feature/always show adapted portfolio page (#388)
3 years ago
Thomas Kaul 9ae9904389
Feature/add story for line chart component (#385)
3 years ago
Thomas Kaul af022ae316
Feature/add story for portfolio proportion chart component (#384)
3 years ago
Thomas Kaul 98be8745d9
Bugfix/fix create or edit transaction dialog (#382)
3 years ago
Thomas Kaul 0f72673ef4
Feature/respect data source in symbol data endpoint (#370)
3 years ago
Thomas Kaul 641fe4e8f4
Bugfix/net performance in positions endpoint (#377)
3 years ago
Thomas Kaul 5b588c2000
Bugfix/hide the current net performance (#373)
3 years ago
Thomas Kaul 4a815d2031
Feature/change data gathering selection (#368)
3 years ago
Valentin Zickner d2aeeb3e88
optimize annual performance calculation (#367)
3 years ago
Thomas Kaul 5ea455b98b
Feature/upgrade simplewebauthn dependencies to version 4.1.0 (#365)
3 years ago
Thomas Kaul 39f315aba0
Feature/add annualized performance (#364)
3 years ago
Thomas Kaul df2dfc20a1
Feature/add slack channel (#363)
3 years ago
Thomas Kaul 5d4156ecec
Feature/refactor position detail dialog (#355)
3 years ago
Thomas Kaul 773444b1e2
Bugfix/fix home button overlap on ios (#360)
3 years ago
Thomas Kaul 3c46bde8d5
Bugfix/fix fear and greed index (#359)
3 years ago
Matthias Frey 63ee33b685
Use 'import type' to import types, eliminate webpack warnings (#358)
3 years ago
Thomas Kaul 9ed82ac82b
Feature/improve labels of allocation chart by symbol (#353)
3 years ago
Ivo Valchev 9c9ca4ab1e
Add labels to allocation piecharts (#337)
3 years ago
Thomas Kaul 9cbf789c22
Bugfix/fix values in position detail dialog (#351)
3 years ago
Thomas Kaul ee5ab05d8a
Release 1.47.1 (#350)
3 years ago
Thomas Kaul bf8856ad19
Bugfix/fix search for cryptocurrencies (#348)
3 years ago
Valentin Zickner 48ab862bb6
net performance for current positions (#330)
3 years ago
Thomas Kaul ba234a470e
Feature/add storybook story for trend indicator component (#346)
3 years ago
Thomas Kaul ccae660104
Feature/add storybook story for no transactions info component (#345)
3 years ago
Thomas Kaul 21ed91d184
Feature/add storybook story for logo component (#344)
3 years ago
Thomas Kaul 5fd413e57e
Feature/setup storybook (#332)
3 years ago
Thomas Kaul 4c194c938a
Feature/add contributors count to statistics (#342)
3 years ago
Thomas Kaul 747e5b63fa
Feature/restructure allocations page including allocations by symbol (#333)
3 years ago
Ivo Valchev b1187cf880
Add a new symbol allocation chart (#326)
3 years ago
Thomas Kaul ba9e6eab58
Feature/add link to transactions below holdings (#329)
3 years ago
Ivo Valchev 01feead017
Show decimal `transactionCount` and singular for 1 transaction (#327)
3 years ago
Thomas Kaul 6386786ac0
Bugfix/improve symbol lookup (#322)
3 years ago
Thomas Kaul 73a967a7e5
Feature/add cash as asset sub class (#319)
3 years ago
Thomas Kaul c5bb3023d3
Bugfix/filter out positions without quantity (#317)
3 years ago
Thomas Kaul fe975945d1
Feature/add fallback for loading currencies (#315)
3 years ago
Thomas Kaul d8782b0d4c
Feature/automate countries for stocks in symbol profile data (#314)
3 years ago
Thomas Kaul 72c065a59d
Feature/introduce asset sub class (#312)
3 years ago
Thomas Kaul 98dac4052a
Feature/add subscription type to the admin user table (#311)
3 years ago
Thomas Kaul 2083d28d02
Feature/minor improvements in the page components (#310)
3 years ago
Thomas Kaul aad8f77093
Feature/improve allocations by account (#308)
3 years ago
Thomas Kaul a904208d06
Feature/improve table styling (#307)
3 years ago
Thomas Kaul 2733b78044
Minor improvement (#306)
3 years ago
Thomas Kaul b43b515df1
Feature/add link to system status page (#305)
3 years ago
Thomas Kaul 70e14b4d3c
Feature/improve restricted view mode (#304)
3 years ago
Thomas Kaul c2ab6a6c44
Feature/improve portfolio details endpoint (#302)
3 years ago
Thomas Kaul c71a4c078e
Bugfix/convert g bp to gbp in yahoo finance service (#301)
3 years ago
Thomas Kaul e17b217032
Bugfix/fix issue on buy date in position detail dialog (#297)
3 years ago
Thomas Kaul 05b0efef82
Feature/add restricted view (#295)
3 years ago
Thomas Kaul 7c91727eb1
Feature/restructure allocations page (#294)
3 years ago
Thomas Kaul 0ee2258af8
Feature/improve impersonation mode (#293)
3 years ago
Valentin Zickner 308b218487
introduce basic module structure for data provider (#278)
3 years ago
Thomas 77936e3bf3
Feature/improve users table (#291)
3 years ago
Thomas 13090bf6b5
Feature/add overview menu item on mobile (#290)
3 years ago
Thomas b898c0678d
Feature/refactor exchange rate service (#289)
3 years ago
Thomas 96a615dc5d
Bugfix/only allow supported currencies in symbol search (#287)
3 years ago
Thomas 98f44323da
Feature/improve usability of tabs on home page (#283)
3 years ago
Thomas 908aba170d
Fix position chart for missing historical data (#284)
3 years ago
Thomas 8ac1272a9d
Feature/eliminate name from scraper config (#277)
3 years ago
Thomas 0a85a56c67
Respect cash balance in allocations, do not hide cryptocurrency holdings (#280)
3 years ago
Thomas 4ad5590838
Feature/improve data gathering (#276)
3 years ago
Thomas 80d043729d
Feature/replace type with asset class (#274)
3 years ago
Thomas 178166d86b
Extend investment chart by three months (#273)
3 years ago
Thomas 37358fb480
Bugfix/add fallback if exchange service is not initialized (#264)
3 years ago
Thomas 616d601cf6
Improve wording (#275)
3 years ago
Thomas e88b889fdd
Feature/optimize accounts table for mobile (#271)
3 years ago
Thomas f6cdc4ff47
Feature/disable pagination of tabs (#272)
3 years ago
Thomas 3589e72aea
Harmonize prisma service (#266)
3 years ago
Thomas e68aa1fa68
Clean up imports (#267)
3 years ago
Thomas bb76ace95d
Feature/improve support for draft transactions (#265)
3 years ago
Thomas f743c03e17
Feature/restructure page hierarchy (#259)
3 years ago
Valentin Zickner dfcf826b4f
implement support for buy-sell(-buy) scenario (#262)
3 years ago
Valentin Zickner 218efbb5bd
fix position diagram for sold items (#261)
3 years ago
Valentin Zickner ba3b4564cd
Bugfix/dashboard currencies (#260)
3 years ago
Valentin Zickner bf256ae50c
fix position currency conversion (#256)
3 years ago
Thomas c4b6273886
Clean up viewport scroller (#255)
3 years ago
Thomas 7f047362cc
Bugfix/fix division by zero in calculate overall gross performance (#253)
3 years ago
Thomas 94d2310217
Bugfix/fix spike of positions with differing currency of user (#248)
3 years ago
Thomas b7d950f3f9
Bugfix/fix missing market state in positions (#250)
3 years ago
Thomas b7943889da
Feature/add screenshot (#251)
3 years ago
Thomas 4bd41ffa41
Feature/eliminate name from timeline position (#245)
3 years ago
Thomas 423ceec317
Feature/remove symbol icon from dialog header (#244)
3 years ago
Valentin Zickner 5b4a1785ae
fix investment values for portfolio.service.ts (#243)
3 years ago
Thomas 823501f43e
Sort imports (#242)
3 years ago
Valentin Zickner 331ac7ded2
remove unused method in portfolio.service.ts (#240)
3 years ago
Valentin Zickner 982ba7377a remove legacy portfolio.ts
3 years ago
Valentin Zickner 4bbd17a37a fix tests
3 years ago
Thomas 6a7def6c48 Clean up
3 years ago
Thomas ea219f0b88 Add guard
3 years ago
Valentin Zickner 23b2e03923 refactor rule evaluation
3 years ago
Valentin Zickner 04e6518226 move report generation to PortfolioService
3 years ago
Valentin Zickner 72dbe00091 change rule service interface
3 years ago
Valentin Zickner 9834c52739 refactor rule settings
3 years ago
Thomas c47578bd3e Clean up
3 years ago
Thomas 9e4a49d811 Remove fallback
3 years ago
Thomas a3a98c68a5 Fix missing currency conversion
3 years ago
Thomas 21570cca19 Fix impersonation in performance endpoint
3 years ago
Valentin Zickner 71a3115fc6 refactor get position endpoint
3 years ago
Valentin Zickner de83dc7b84 create investment endpoint for analysis timeline
3 years ago
Valentin Zickner 4a0695613e refactor PortfolioService#getOverview
3 years ago
Valentin Zickner 328d814922 remove getPerformance from portfolio.ts
3 years ago
Valentin Zickner d23addb673 change getDetails to portfolio-calculator.ts
3 years ago
Thomas fb15cebb64 Add test (#237)
3 years ago
Valentin Zickner 9c51a257ae fix performance of combination of investments
3 years ago
Thomas f9b9dc32cb Always show positions title
3 years ago
Thomas e7194ef3ce Use new positions service
3 years ago
Thomas ec5523b459 Handle empty portfolio
3 years ago
Thomas c8c21a016a Handle empty portfolio
3 years ago
Thomas 9821b7f8f0 Add TWR test scenario 1 (#236)
3 years ago
Valentin Zickner ed731afc66 fix market price fetch in case symbols are missing
3 years ago
Thomas ff15d5cbc4 Rename performance labels
3 years ago
Thomas 3c4949de35 Hide net performance
3 years ago
Thomas bd0e53525b Refactoring
3 years ago
Thomas cbdb68e2f8 Refactoring
3 years ago
Thomas 8571709014 Refactoring
3 years ago
Thomas e7ef1d426e Refactoring
3 years ago
Thomas 39cba0a8eb Refactoring
3 years ago
Thomas a90c314e30 Refactoring
3 years ago
Thomas 47d71405e1 Refactoring
3 years ago
Thomas 5e9cecc6c1 Refactoring
3 years ago
Thomas fb9e66318f Improve test
3 years ago
Thomas b8194eb64f Clean up code
3 years ago
Thomas cbb81916ee Sort imports
3 years ago
Valentin Zickner 9b1e9397a8 add errors in case gross performance is not set
3 years ago
Valentin Zickner b779964adb add error handling to performance aggregation
3 years ago
Valentin Zickner 409afac2a9 fix rate conversion for todays symbols
3 years ago
Thomas e0a4e16ea1 Improve error handling
3 years ago
Valentin Zickner dc84abdc0a change performance report to portfolio calculator
3 years ago
Valentin Zickner b031b028f1 add today to getValues
3 years ago
Valentin Zickner 3b7e0a0106 remove unnecessary if condition
3 years ago
Valentin Zickner ea66081073 move interfaces to separate files
3 years ago
Valentin Zickner 602a770a09 fix typo
3 years ago
Thomas e522722aa6 Update comment
3 years ago
Valentin Zickner 03ca5d7663 add further tests for portfolio-calculator with one transaction
3 years ago
Valentin Zickner 136563c949 fix single buy test
3 years ago
Thomas 948c45c602 Update test
3 years ago
Thomas e0be792e46 Re-enable all tests
3 years ago
Thomas c3d010135f Add test for single buy
3 years ago
Thomas d6a16a6093 Improve error handling
3 years ago
Valentin Zickner 34c13c80ec add error handling for current positions
3 years ago
Valentin Zickner f65a108436 change hardcoded timestamp in test to timezone specific
3 years ago
Valentin Zickner 993f066e08 remove console.time statements during portfolio calls
3 years ago
Valentin Zickner 852902d1ab add current position calculation with holding period return calculation
3 years ago
Thomas ee89822bfe Fix tests
3 years ago
Thomas e0435e5cad Add name to position
3 years ago
Thomas e2c23703dc Fix tests
3 years ago
Thomas 1226c26a9d Refactor positions
3 years ago
Valentin Zickner fdc89f7182 optimize performance of positions endpoint
3 years ago
Valentin Zickner 04e03bd080 add multi-date fetch for current values
3 years ago
Valentin Zickner 66e7ad3fd2 prepare for multi-day database fetch
3 years ago
Thomas b4dc21dd61 Implement new positions endpoint
3 years ago
Valentin Zickner 8a482e63b9 fix gross performance number type
3 years ago
Valentin Zickner aabfb39e8f optimize portfolio calculator to fetch all symbols for one day
3 years ago
Valentin Zickner cdc8faff7f add current position gross performance (percentage)
3 years ago
Valentin Zickner 7b696e39de add sorting and symbol as a result
3 years ago
Valentin Zickner c88ad2c225 change getValues to multiple symbols
3 years ago
Valentin Zickner cbe079ae66 ignore missing values
3 years ago
Valentin Zickner 8e4ee7feea optimize order loading
3 years ago
Valentin Zickner f1b3c61675 add additional time measurements
3 years ago
Thomas 24dc312367 Add logs to benchmark
3 years ago
Thomas 7ac7442f73 Declare functions explicitly as public
3 years ago
Thomas 099571437e Extend current rate service with getRange()
3 years ago
Thomas 7dac059a55 Sort imports
3 years ago
Thomas 48fbeda72d Sort imports
3 years ago
Thomas 19007cdc34 Optimize market data query
3 years ago
Thomas 5037393866 Support today in current rate service
3 years ago
Valentin Zickner ddf24163b4 optimize database query execution for portfolio chart
3 years ago
Valentin Zickner b26521c4bd add workaround for database date search
3 years ago
Valentin Zickner cfee6c1ddd add draft integration of new portfolio calculator to chart
3 years ago
Valentin Zickner 19bcd601d1 add gross performance
3 years ago
Valentin Zickner 836df69e68 add calculation of current investment
3 years ago
Valentin Zickner dd86adcea1 add investment to timeline calculation
3 years ago
Valentin Zickner 4f7628921d add timeline time point calculation
3 years ago
Valentin Zickner 88f0cb095d make it pretty
3 years ago
Valentin Zickner 7538133d09 implement getCurrentPositions of PortfolioCalculator
3 years ago
Thomas 67606e4026 Extend current rate service test
3 years ago
Valentin Zickner 9de56c32ac create base structure for portfolio rewrite
3 years ago
Thomas 1c65599a16
Feature/add blog (#218)
3 years ago
Thomas 61e667213e
Feature/add date range selector to positions tab (#234)
3 years ago
Thomas f0c6517019
Improve tabs layout (#232)
3 years ago
Thomas 80ba112bc0
Feature/change menu icon if menu open (#231)
3 years ago
Thomas 40696b425e
Feature/add tabs on the home page (#230)
3 years ago
Thomas cdcbe3ab71
Feature/various layout improvements (#224)
3 years ago