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Commit Graph

1100 Commits (e8f0d2bb14e10d53e924c9b68fb2333277e94884)

Author SHA1 Message Date
Thomas Kaul 4f41bac328
Feature/set up caching in portfolio calculator () 11 months ago
Thomas Kaul cd07802400
Bugfix/fix historical market data gathering for asset profiles with manual data source () 11 months ago
Thomas Kaul b692b7432c
Feature/set up event system for portfolio changes () 11 months ago
Thomas Kaul cdbe6eedeb
Feature/change cash to liquidity in asset class enum () 11 months ago
Thomas Kaul 39bd4a349b
Feature/improve chart in account detail dialog () 11 months ago
Thomas Kaul 1132dc9bdd
Feature/add unique constraint to account balance database schema () 11 months ago
Thomas Kaul b6ea7d23fa
Bugfix/add total value in base currency to redacted values () 11 months ago
Thomas Kaul 551b83a6e3
Bugfix/fix gaps in portfolio performance charts () 11 months ago
Bastien Jeannelle dfacbed66d
Feature/add support to create account cash balances () 11 months ago
Thomas Kaul 22d63c6102
Improve logging () 11 months ago
Thomas Kaul 212aa6a63b
Feature/add date range support to portfolio holdings page () 11 months ago
Thomas Kaul dba73d80a3
Improve logging () 11 months ago
Thomas Kaul 15857118fe
Feature/let data gathering queue jobs fail by throwing errors () 11 months ago
Thomas Kaul 5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator () 11 months ago
Thomas Kaul 6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator () 11 months ago
Thomas Kaul 4e7d93db13
Feature/adapt priorities of data gathering jobs () 11 months ago
Thomas Kaul 45340b581f
Bugfix/fix public page by including markets data () 11 months ago
Thomas Kaul 34d9ceb009
Feature/add support to immediately execute queue job () 11 months ago
Thomas Kaul 2b97bbd05d
Move getChart() to portfolio calculator () 11 months ago
Thomas Kaul 07c0e5a612
Feature/add currency to order database schema () 11 months ago
Thomas Kaul 719bbe156e
Feature/optimize calculation of allocations by market () 11 months ago
Thomas Kaul b51255a543
Feature/add key to x ray rule () 11 months ago
Thomas Kaul ca2e748c56
Bugfix/add missing tags in portfolio calculator () 11 months ago
Thomas Kaul f1f4f6247d
Feature/validate url in create and update platform dto () 11 months ago
Fedron 82fe1de1a7
Feature/add support to override asset (sub) class and url in admin control panel () 11 months ago
Arshad Jamal 371c999fbc
Feature/Add dividend yield to position detail dialog () 11 months ago
Thomas Kaul d7b579e3e8
Feature/refactor getAnnualizedPerformancePercent to portfolio calculator () 11 months ago
Thomas Kaul b8533050b0
Bugfix/fix duplicated tags in position detail dialog () 11 months ago
Francisco Silva 8cd6c34ed8
Feature/introduce portfolio calculator factory () 11 months ago
Thomas Kaul 51203ec96e
Feature/setup chinese () 11 months ago
Thomas Kaul f1eeee0525
Feature/extend date range support by specific years () 12 months ago
Thomas Kaul 5ffc39c32f
Feature/improve usability to delete asset profile () 12 months ago
Thomas Kaul 63a61fb492
Move portfolio calculator () 12 months ago
Thomas Kaul 5788c6474e
Refactor portfolio calculator () 12 months ago
Thomas Kaul 5529fdc0ee
Move transaction points to constructor () 12 months ago
Thomas Kaul 88a9b518f6
Bugfix/fix issue with overridden names in activities table () 12 months ago
Fedron 98de2355c4
Feature/Support overriding name of asset profile dialog () 12 months ago
helgehatt b41eb60348
Fix chart tooltip of benchmark comparator () 12 months ago
Christoph Califice 0edebe30e1
Feature/Add user account currency to export () 12 months ago
Thomas Kaul 50391e199a
Feature/improve generation of random strings () 12 months ago
Thomas Kaul a33f8d5bed
Upgrade @types/big.js to version 6.2.2 () 12 months ago
Thomas Kaul 458ef169f4
Feature/add support for toncoin cryptocurrency () 12 months ago
Thomas Kaul 87bf8df1c3
Bugfix/missing performance chart in presenter view () 12 months ago
Thomas Kaul 7e28e42995
Feature/exclude fees from holdings () 12 months ago
Thomas Kaul e21563d903
Feature/increase timeout to load benchmarks () 12 months ago
Gerard Du Pre c289793c6d
Feature/switch between active and closed holdings () 12 months ago
Thomas Kaul 38c2baf943
Feature/improve exception handling of current investments in various rules () 12 months ago
Thomas Kaul 82c78cad6b
Format () 12 months ago
Thomas Kaul bffe6060bd
Pass portfolio calculator to getChart() () 12 months ago
Thomas Kaul 841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics () 12 months ago
rodriguestiago0 3b895afc9e
Enable account balance update for fee and interest activities () 12 months ago
Thomas Kaul 671e4e316b
Release 2.63.2 () 1 year ago
Thomas Kaul 473136e9aa
Release 2.63.1 () 1 year ago
Thomas Kaul 7a364472c8
Bugfix/fix liability issue in allocations () 1 year ago
Thomas Kaul d32dd5e860
Feature/upgrade countries list to version 3.1.0 () 1 year ago
gizmodus 0bca8897d6
Fix average price calculation by only considering BUY transactions () 1 year ago
Thomas Kaul eb75be8535
Optimize details endpoint () 1 year ago
Thomas Kaul 6d2a897366
Refactor orders with activities () 1 year ago
Thomas Kaul d8bfb23f20
Refactor reduce() with getSum() () 1 year ago
Gerard Du Pre d9d71e7827
Fix issue with removing account from activity () 1 year ago
Thomas Kaul b642ce08e5
Refactor item type () 1 year ago
Thomas Kaul bc8d8309d4
Improve handling of future liabilities () 1 year ago
Thomas Kaul 1f2f9f22f2
Feature/remove environment variable web auth rp () 1 year ago
Thomas Kaul 07661d9262
Feature/integrate dividend into transaction point concept () 1 year ago
Gerard Du Pre 77358eed65
Feature/Include user role in admin endpoint () 1 year ago
Thomas Kaul c54392b7bb
Bugfix/fix exception in account value calculation () 1 year ago
Gerard Du Pre f3a8822a77
Feature/remove-v-from-version-in-admin-endpoint () 1 year ago
Thomas Kaul c37ad9bad4
Bugfix/fix activities import () 1 year ago
Thomas Kaul 4ab3f81384
Extract getFactor() () 1 year ago
Thomas Kaul b932bac9aa
Feature/optimize summary calculation () 1 year ago
Thomas Kaul 40b454d2f3
Feature/refresh cryptocurrencies list 20240302 () 1 year ago
Thomas Kaul 5596e5f03b
Feature/integrate wealth items into transaction point concept () 1 year ago
Thomas Kaul 7f67430685
Bugfix/readd value in base currency to activity () 1 year ago
Søren Bjergmark 68e558f198
Feature/Improve activities import by ISIN number () 1 year ago
Thomas Kaul 2115745471
Bugfix/fix issue with exchange rate calculation of wealth items in accounts () 1 year ago
Thomas Kaul 3615e2f057
Feature/improve handling of activities without account () 1 year ago
Thomas Kaul d3679d41b3
Bugfix/fix query to filter activities of excluded accounts () 1 year ago
Thomas Kaul f2d431a6b8
Bugfix/improve asset profile validation in activities import () 1 year ago
Thomas Kaul 2bc8bebfb8
Clean up dist folders () 1 year ago
Thomas Kaul 15cc294581
Feature/move break down of performance from experimental to general availability () 1 year ago
Søren Bjergmark b060b81204
Fix debugging with VS Code due to missing Source Map () 1 year ago
Søren Bjergmark a8d557eb1b
Disable parallel execution of commands causing race condition between mkdir and cp () 1 year ago
Thomas Kaul 88c19eb45e
Feature/restructure copy assets nx target () 1 year ago
Thomas Kaul 2e9d40c201
Feature/switch to performance calculations with currency effects () 1 year ago
Thomas Kaul c002e37285
Feature/add missing default currency to prepare currencies function () 1 year ago
Thomas Kaul 6be38a1c19
Feature/remove is default flag from account database schema () 1 year ago
miles a3178fb213
Feature/expose redis database via environment variable () 1 year ago
Thomas Kaul 40836b745b
Feature/improve validation for currency in endpoints () 1 year ago
Thomas Kaul 07eabac059
Feature/add missing database indexes part 2 () 1 year ago
Thomas Kaul 9acdb41aa2
Refactor params to object () 1 year ago
Thomas Kaul be7f6bb657
Feature/add inactive as user role () 1 year ago
Thomas Kaul 6f7cbc93b9
Add missing type () 1 year ago
Thomas Kaul 67ae86763e
Handle premium data provider in getQuotes() () 1 year ago
Thomas Kaul 266c0a9a2c
Feature/eliminate search request in get quotes of eod service () 1 year ago
Thomas Kaul a3cdb23776
Feature/refactor query to filter activities of excluded accounts () 1 year ago
Thomas Kaul ad42c0bf28
Enable FAQ link for self-hoster () 1 year ago
Thomas Kaul 2518a8fd9d
Feature/add accounts tab to position detail dialog () 1 year ago
Thomas Kaul cac73ac111
Feature/divide faq page in three sections () 1 year ago
Thomas Kaul 78b3328bf7
Add activities count () 1 year ago
Thomas Kaul 54310f2214
Feature/add support for jupiter cryptocurrency () 1 year ago
Thomas Kaul cc0ce18627
Bugfix/fix date conversion in import of historical market data () 1 year ago
Thomas Kaul e921ed7f52
Reorder imports () 1 year ago
Thomas Kaul ef9d77312e
Introduce renewal-early-bird () 1 year ago
Thomas Kaul ccaf06360a
Feature/introduce admin setting to disable data gathering () 1 year ago
Thomas Kaul f83e75df44
Feature/harmonize env variables of various api keys () 1 year ago
Thomas Kaul 35450ac004
Bugfix/add missing data provider info to search results of coingecko () 1 year ago
Thomas Kaul 87529490c3
Feature/refresh cryptocurrencies list 20240205 () 1 year ago
Thomas Kaul 893e76f83f
Feature/provide data provider info in search () 1 year ago
Thomas Kaul 06ba7a4b1b
Feature/extend assistant by asset class selector () 1 year ago
Thomas Kaul cea569c987
Add Fina () 1 year ago
Hey 2a38a16f6b
Feature/Improve error logs for timeout in data provider services () 1 year ago
Thomas Kaul c9237146e2
Feature/add investment value to chart () 1 year ago
Thomas Kaul 4434d0315f
Remove unused timeline calculation () 1 year ago
Arshad Jamal e82dcc8ace
Feature/fix export in lazy-loaded activities table () 1 year ago
Thomas Kaul 40b6777814
Add upgrade plan button () 1 year ago
Thomas Kaul 1ca4f885b0
Feature/migrate holdings page to work with filters of assistant () 1 year ago
Thomas Kaul f3ee99fb2b
Feature/extend assistant by account selector () 1 year ago
Francisco Silva 3df8810412
Feature/Add support to grant private access with permissions () 1 year ago
Thomas Kaul 9fdbd22cb5
Bugfix/fix activities import for manual data source () 1 year ago
Thomas Kaul 8f5f4c5875
Feature/format name in eod historical data service () 1 year ago
Thomas Kaul 50fb82a6e6
Extend personal finance tools () 1 year ago
Thomas Kaul b39c97ab9f
Bugfix/improve validation for non numeric results in eod service () 1 year ago
Thomas Kaul 09ce8b1cd0
Feature/add support for importing dividends from eod () 1 year ago
Cédric Meuter a5ed49fe4c
Feature/Add date range selector to assistant () 1 year ago
Cédric Meuter 4e9e3f7b6b
Feature/Add `wtd` and `mtd` as possible values for date range () 1 year ago
Thomas Kaul 5ba5b86d5f
Feature/improve handling of derived currencies () 1 year ago
Thomas Kaul 6167f105fe
Refactoring () 1 year ago
Thomas Kaul 8d5f2fd91d
Fix fee conversion () 1 year ago
Thomas Kaul 0ee632470e
Improve typings () 1 year ago
Hugo Persson c918deeb1c
Feature/Support for editing countries and sectors () 1 year ago
Thomas Kaul 00895b7bb1
Feature/increase timeout to load historical data in data provider service () 1 year ago
Thomas Kaul bff60ddbe0
Feature/improve asset profile validation in activities import for manual data source () 1 year ago
Thomas Kaul 7b45a8b3fc
Introduce type () 1 year ago
Thomas Kaul 693791d113
Feature/add validation of search results in eod historical data service () 1 year ago
Thomas Kaul ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes () 1 year ago
Thomas Kaul 440dc470fa
Bugfix/fix currency inconsistency with conversion of ZAR to ZAc () 1 year ago
Thomas Kaul c418e75139
Bugfix/fix currency in error log in exchange rate data service () 1 year ago
Thomas Kaul 005890d785
Improve extractNumberFromString() for international number formats () 1 year ago
Thomas Kaul 5fa3388609
Feature/break down performance into asset and currency () 1 year ago
gizmodus be801b481e
Feature/Add exchange rate effects to portfolio calculation () 1 year ago
Thomas Kaul a72e98f73c
Add AllInvestView () 1 year ago
Thomas Kaul d7f72819de
Feature/extend assistant by tag selector () 1 year ago
Thomas Kaul d49287922f
Feature/refresh cryptocurrencies list 20240106 () 1 year ago
Tanguy Herbron d91f947ab0
Feature/Add Coingecko api keys support () 1 year ago
Francisco Silva 62f85293e2
Grant private access () 1 year ago
Hugo Persson 371f1dc451
Feature/support rest api in scraper () 1 year ago
Thomas Kaul 23d323073d
Fix performance percentage for 1d () 1 year ago
Thomas Kaul 0649f9fd2c
Clean up () 1 year ago
Thomas Kaul 43b4f14ace
Feature/add button to test scraper configuration () 1 year ago
gizmodus 726e727c7d
Feature/benchmark currency correction () 1 year ago