e921ed7f52
Reorder imports ( #2988 )
4 months ago
c9237146e2
Feature/add investment value to chart ( #2948 )
...
* Add investment value to chart
* Update changelog
4 months ago
4434d0315f
Remove unused timeline calculation ( #2947 )
4 months ago
6167f105fe
Refactoring ( #2897 )
5 months ago
8d5f2fd91d
Fix fee conversion ( #2896 )
...
* Fix fee conversion
* Update changelog
5 months ago
7b45a8b3fc
Introduce type ( #2885 )
5 months ago
ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes ( #2875 )
...
* Always get quotes (with fallback to historical data)
* Update changelog
5 months ago
be801b481e
Feature/Add exchange rate effects to portfolio calculation ( #2834 )
...
* Add exchange rate effects to portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
5 months ago
23d323073d
Fix performance percentage for 1d ( #2814 )
...
* Fix performance percentage for 1d
* Improve response of positions endpoint
* Update changelog
5 months ago
b183c45027
Time weighted portfolio performance calculation ( #2778 )
...
* Implement time weighted portfolio performance calculation
* Update changelog
6 months ago
b21884eb66
Feature/harmonize logger output ( #2321 )
...
* Harmonize logger output
* Update changelog
9 months ago
bdf72164b1
Feature/break down emergency fund by cash and assets ( #2159 )
...
* Break down emergency fund in cash and assets
* Update changelog
11 months ago
d630fb900d
Feature/add investment streaks ( #2042 )
...
* Add investment streaks
* Current streak
* Longest streak
* Add unit to value component
* Update changelog
1 year ago
aafedd5f75
Feature/increase robustness if live data is missing ( #1884 )
...
* Continuously persist today's market data
* Add fallback to historical market data if data provider does not provide live data
* Update changelog
1 year ago
4c907d56f0
Improve message ( #1859 )
1 year ago
0c85380dbf
Feature/refactor portfolio calculator ( #1803 )
...
* Refactor chart calculation in portfolio calculator
* Update changelog
1 year ago
bc6e9a8b68
Bugfix/fix total amount calculation in portfolio evolution chart ( #1799 )
...
* Fix total amount calculation
* Update changelog
1 year ago
897e941e7a
Feature/add data provider info to position ( #1730 )
...
* Add data provider info
* Update changelog
1 year ago
f7597c213d
Feature/add dividend and fees to position detail dialog ( #1643 )
...
* Add dividend and fees to position detail dialog
* Update changelog
1 year ago
6cd51fb044
Feature/hide irrelevant errors in client ( #1623 )
...
* Hide irrelevant errors in client
* Update changelog
1 year ago
925d38703e
Feature/add group by year option on analysis page ( #1568 )
...
* Add group by year option
1 year ago
fc1507de4f
Clean up ( #1423 )
2 years ago
3b6e0b20e2
Add test case ( #1399 )
...
* Add test case
* Fix calculation for portfolio evolution chart
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
2 years ago
5c6cc4fed5
Handle division by zero ( #1398 )
2 years ago
048900d01b
Bugfix/improve performance calculation for sell activitities ( #1388 )
...
* Improve performance calculation for SELL activities
* Update changelog
Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
2 years ago
f9e04022f4
Remove TWR calculation ( #1377 )
2 years ago
a65424aafa
Feature/add total amount chart to investment timeline ( #1344 )
...
* Add total amount chart
* Update changelog
2 years ago
b018819a1f
Bugfix/fix todays performance and chart calculation ( #1333 )
...
* Fix today's performance and chart calculation
* Update changelog
2 years ago
7667af059c
Feature/combine performance and chart calculation ( #1285 )
...
* Combine performance and chart calculation endpoints
* Update changelog
2 years ago
b1b5689242
Feature/improve performance of chart calculation ( #1271 )
...
* Improve performance chart calculation
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Improve chart tooltip of benchmark comparator
* Update changelog
Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
2 years ago
263f6b32f2
Bugfix/fix performance chart calculation ( #1267 )
...
* Respect end date in performance chart calculation
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
2 years ago
3b2f13850c
Feature/improve chart calculation ( #1226 )
...
* Improve chart calculation
* Update changelog
2 years ago
0cc42ffd7c
Add end date parameter ( #1224 )
...
* Add end date parameter
2 years ago
35963580bc
Bugfix/improve error handling in portfolio calculations ( #1215 )
...
* Improve error handling
* Update changelog
2 years ago
e444d717e5
Add tests for investments by month ( #1089 )
...
* Fix investments by month
* Add tests for investments and investments by month
* Update changelog
2 years ago
60e2aff488
Extend investment timeline by month ( #1066 )
...
* Extend investment timeline grouped by month
* Update changelog
2 years ago
e63578d8ce
Feature/add guards to local comparison ( #986 )
...
* Add guards
* Improve labels
2 years ago
af0863d193
Bugfix/fix currency conversion in accounts ( #937 )
...
* Fix currency conversion in accounts
* Update changelog
2 years ago
ba7c98d325
Add test case for BUY and SELL (partially) ( #826 )
...
* Add test case for BUY and SELL (partially)
* Fix investment calculation for sell activities
* Do not show total value if sell activity
* Update changelog
2 years ago
67f2b326f3
Switch to new calculation engine ( #814 )
...
* Switch to new calculation engine
* Clean up old portfolio calculation engine (#815 )
* Rename new portfolio calculation engine (#816 )
* Update changelog
2 years ago
e4908b51aa
Feature/add context to logger ( #745 )
...
* Add contexts
* Update changelog
2 years ago
86943a5f5b
Feature/harmonize big.js operators ( #686 )
...
* Harmonize big.js operators
* Update changelog
2 years ago
1602f976f0
Feature/convert errors to warnings in portfolio calculator ( #562 )
...
* Convert errors to warnings
* Update changelog
3 years ago
e78755c280
Replace OrderType with Type (prisma) ( #560 )
3 years ago
da6eaa0d77
Harmonize error log ( #499 )
3 years ago
1c2ca5b96b
Feature/accentuate all time high and low ( #428 )
...
* Accentuate all time high and all time low
* Update changelog
Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
3 years ago
d60b444324
Release/1.71.0 ( #458 )
...
* Refactor logger
* Fix exception
* Update changelog
3 years ago
dcee651098
Feature/support unlimited currencies ( #387 )
...
* Support unlimited currencies
* Update changelog
3 years ago
0f72673ef4
Feature/respect data source in symbol data endpoint ( #370 )
...
* 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
d2aeeb3e88
optimize annual performance calculation ( #367 )
...
* 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
gizmodus
Yash Solanki
Valentin Zickner