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
a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
...
* Add date range selector including WTD and MTD to assistant
* Update changelog
4 months ago
4e9e3f7b6b
Feature/Add `wtd` and `mtd` as possible values for date range ( #2902 )
...
* Add `wtd` and `mtd` as possible values for date range
'wtd': week-to-date (from the start of the week)
'mtd': month-to-date (from the start of the month)
* Update changelog
4 months ago
6167f105fe
Refactoring ( #2897 )
4 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
51a0ede3e4
Feature/introduce lazy loaded activities table ( #2729 )
...
* Introduce lazy-loaded activities table
* Add icon column
* Emit paginator event
* Add pagination logic
* Integrate total items
* Update changelog
6 months ago
377ba75e4c
Add support to delete a cash balance ( #2707 )
6 months ago
6f4fd0826c
Feature/respect with excluded accounts flag in get account balances ( #2697 )
...
* Respect withExcludedAccounts in getAccountBalances()
* Update changelog
6 months ago
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
...
* Extend performance endpoint by net worth per day
* Update changelog
6 months ago
8898d02442
Bugfix/fix cannot read properties of undefined reading items in get position ( #2667 )
...
* Fix "Cannot read properties of undefined (reading 'items')"
* Update changelog
7 months ago
35f98b9d2d
Bugfix/handle failing database query for account find many ( #2598 )
...
* Handle issue with account.findMany() -> where: { id: { in: [ null ] } }
* Update changelog
7 months ago
fa627f686f
Bugfix/fix chart for account excluded from analysis ( #2534 )
...
* Fix chart for account excluded from analysis
* Update changelog
7 months ago
30e561c06f
Feature/extend assistant with search for asset profile ( #2499 )
...
* Extend assistant with search for asset profile
* Extend search results by currency, symbol and asset sub class
* Update changelog
8 months ago
550e646079
Feature/introduce assistant ( #2451 )
...
* Introduce assistant
* Update changelog
8 months ago
8236091477
Feature/add support for search query in portfolio position endpoint ( #2443 )
...
* Introduce search query filter
* Update changelog
8 months ago
5fa0540936
Feature/add emergency fund setup to static portfolio analysis rules ( #2400 )
...
* Add new static portfolio analysis rule: Emergency fund setup
* Update changelog
8 months ago
0b2f6a312c
Sort imports ( #2399 )
8 months ago
b12349a148
Feature/add support for interest on account level ( #2354 )
...
* Add support for interest
* Update changelog
9 months ago
bc33e5f147
Feature/remove deprecated environment variable base currency ( #2255 )
...
* Remove the deprecated environment variable BASE_CURRENCY
* Update changelog
9 months ago
0b59fc639d
Feature/upgrade prettier to version 3 ( #2163 )
...
* Upgrade prettier to version 3.0.2
* Prettify code
* Update changelog
9 months ago
d4fea075af
Feature/include unavailable data in allocations by market chart ( #2190 )
...
* Include unavailable data in allocations by market chart
* Update changelog
10 months ago
cef7fa79de
Fix total account value calculation for liabilities ( #2184 )
...
* Fix calculation
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
10 months ago
622bb8b0cf
Feature/add allocations by market chart ( #2171 )
...
* Add allocations by (advanced) market
* Fix public page
* Update changelog
10 months ago
d5b3c52602
Refactor value to valueInBaseCurrency ( #2164 )
11 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
455a2d2e92
Refactor value to valueInBaseCurrency ( #2160 )
11 months ago
ed735e0b29
Feature/disable caching in health check endpoints for data providers ( #2147 )
...
* Disable caching in health check endpoint
* Update changelog
11 months ago
7931e6950d
Feature/add support for liabilities ( #1789 )
...
* Add support for liabilities
* Update changelog
12 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
ef4a75d1f0
Feature/improve market price of first buy date in chart of position detail dialog ( #1956 )
...
* Improve market price on first buy date: market price or average price
* Update changelog
1 year ago
c19984c3d0
Bugfix/fix missing platform name in allocations by platform ( #1918 )
...
* Fix missing platform name
* Update changelog
1 year ago
15c96a9757
Feature/add allocations by platform chart ( #1915 )
...
* Add allocations by platform
* Update changelog
1 year ago
1ca3792a4b
Feature/clean up initial values from x ray ( #1914 )
...
* Clean up initial (original) values from X-Ray
* Refactor current to valueInBaseCurrency
* Update changelog
1 year ago
e61b3b34a7
Eliminate getSymbolProfilesBySymbols() ( #1912 )
1 year ago
a5f0f48ddb
Fix accounts page ( #1908 )
...
* Add guards
* Update changelog
1 year ago
f4c748f67a
Feature/extend support for impersonation mode ( #1898 )
...
* Support impersonation of all users for local development
* Update changelog
1 year ago
672d8dfab2
Fix/holdings always include cash position ( #1897 )
...
* Improved holdings table showing cash position also when the filter contains accounts
* Update changelog
1 year ago
513a564e2c
Restructure services ( #1891 )
1 year ago
6d56146054
Feature/add support for multiple subscription offers ( #1818 )
...
* Setup for multiple subscription offers
* Update changelog
1 year ago
897e941e7a
Feature/add data provider info to position ( #1730 )
...
* Add data provider info
* Update changelog
1 year ago
85052bc9bc
Bugfix/fix buying power calculation with emergency fund tag ( #1713 )
...
* Fix buying power calculation
* 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
2e7f46ad78
Feature/allow account for activity of type item ( #1641 )
...
* Support linking wealth items to account
* Update changelog
1 year ago
6aae0cc1e4
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
1 year ago
6cd51fb044
Feature/hide irrelevant errors in client ( #1623 )
...
* Hide irrelevant errors in client
* Update changelog
1 year ago
271001f523
Feature/remove toggle on allocations page ( #1620 )
...
* Rename allocationCurrent, remove allocationInvestment
* Update changelog
1 year ago
a7e513a6d1
Bugfix/fix filtered value for emergency fund ( #1619 )
...
* Fix filtered value
* Update changelog
1 year ago
a834ef6b4c
Release 1.228.1 ( #1617 )
1 year ago
Thomas Kaul
Cédric Meuter
gizmodus
Hugo Persson
Francisco Silva