fa66cd5bce
Feature/add countries and sectors to position detail dialog ( #692 )
...
* Add asset and asset sub class
* Add countries and sectors to position detail dialog
* Update changelog
3 years ago
dcc7ef89fe
Release/1.114.1 ( #689 )
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* Fix creation of wealth items
* Release 1.114.1
3 years ago
76f70598e2
Feature/add support for wealth items ( #666 )
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* Add support for wealth items
* Update changelog
3 years ago
86943a5f5b
Feature/harmonize big.js operators ( #686 )
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* Harmonize big.js operators
* Update changelog
3 years ago
6eb4eae4a9
Feature/fix twr performance 2 ( #684 )
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* Fix TWR performance
* Weight holding period returns according to their investment value
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
6ac693dd39
Feature/improve position of currency column ( #685 )
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* Move position of currency column
* Update changelog
3 years ago
82069da4e2
Bugfix/fix user account creation ( #682 )
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* Fix the user account creation
* Update changelog
3 years ago
9b5ec0c56d
Feature/fix twr performance ( #679 )
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* Fix TWR performance
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
bed3e5aae2
Bugfix/fix horizontal overflow in activities table ( #676 )
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* Fix horizontal overflow in tables
* Update changelog
3 years ago
65bfe52db4
Feature/simplify admin user sign up ( #675 )
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* Simplify admin user sign up
* Update changelog
3 years ago
48b524de5a
Feature/add export functionality to position detail dialog ( #672 )
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* Add export functionality to the position detail dialog
* Respect filters in activities export
* Update changelog
3 years ago
67d40333f6
Move currency column ( #674 )
3 years ago
f369996912
Bugfix/fix symbol selection of 7d data gathering ( #670 )
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* Fix symbol selection of 7d data gathering
* Update changelog
3 years ago
dc424a86ec
Feature/support deleting symbol profile data ( #669 )
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* Add support for deleting symbol profile data
* Update changelog
3 years ago
5d8bde5a70
Feature/access data source and symbol from symbol profile ( #668 )
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* Access dataSource and symbol from SymbolProfile
* Update changelog
3 years ago
16360c0c67
Feature/minor code cleanup ( #667 )
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* Sort imports
* Update changelog
3 years ago
161cb82820
Bugfix/fix data source of fear and greed index ( #663 )
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* Encode data source
* Update changelog
3 years ago
8bd9330acc
Feature/improve usability of create or edit transaction dialog ( #661 )
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* Move the fee to the bottom
* Update changelog
3 years ago
155c08d665
Transform data source ( #658 )
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* Transform data source
* Update changelog
3 years ago
b8ad6d6662
Feature/improve import ( #657 )
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* Improve import
* Update changelog
Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>
3 years ago
9d6977e3f7
Feature/support cryptocurrency mina protocol ( #659 )
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* Support Mina Protocol (MINA-USD)
* Update changelog
3 years ago
919b20197f
import csv with account name or id ( #654 )
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* import csv with account id
3 years ago
62885ea890
Feature/improve consistent use of symbol with data source ( #656 )
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* Improve the consistent use of symbol with dataSource
* Update changelog
3 years ago
65e151151b
Feature/increase fear and greed index to 90 days ( #652 )
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* Increase fear and greed index to 90 days
* Update changelog
3 years ago
5d3bbb8f30
Feature/improve annualized performance ( #651 )
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* Improve annualized performance calculation
* Update changelog
3 years ago
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
f15b33e950
Portfolio calculator rework ( #632 )
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* Portfolio calculator rework
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
9c086edffe
Feature/extend historical data view in admin control ( #646 )
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* Extend market data view
* Update changelog
3 years ago
585f99e4df
Feature/add summary row to activities table ( #645 )
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* Add summary row to activities table
* Update changelog
3 years ago
9d907b5eb5
Bugfix/improve the redirection on logout ( #642 )
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* Improve logout
* Update changelog
3 years ago
38f2930ec6
Feature/improve data provider service ( #637 )
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* Improve data provider service
* Update changelog
3 years ago
556be61fff
Bugfix/fix unresolved account names in reports ( #636 )
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* Fix unresolved account names
* Update changelog
3 years ago
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
1a4109ebaa
Bugfix/fix fallback to load currencies directly from data provider ( #629 )
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* Fix fallback
* Update changelog
3 years ago
e344c43a5a
Bugfix/fix currency of value in position detail dialog ( #627 )
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* Fix currency
* Update changelog
3 years ago
d6b78f3457
Feature/add links to statistics section ( #626 )
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* Add links and clean up style
* Update changelog
3 years ago
d3707bbb87
Bugfix/fix preselected default account in create activity dialog ( #624 )
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* Fix preselected default account
* Update changelog
3 years ago
7df53896f3
Feature/start eliminating data source from order ( #622 )
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* Start eliminating dataSource from order
* Update changelog
3 years ago
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
075431d868
Feature/add google sheets as data source ( #620 )
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* Add google sheets as data source
* Update changelog
3 years ago
0168c1c4e8
Feature/exclude url pattern of shared portfolios in robots.txt ( #619 )
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* Exclude shared portfolios
* Update changelog
3 years ago
07de8f87fc
Set market prices explicitly ( #618 )
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* Set market prices explicitly
* Set comments explicitly
3 years ago
5882b7914d
Feature/add first months in open source blog post ( #616 )
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* Add blog post
* Update changelog
3 years ago
69c9e259b1
Bugfix/fix routing of create activity dialog ( #615 )
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* Fix routing of create activity dialog
* Update changelog
3 years ago
aca37a27f9
Feature/add top performers to analysis page ( #613 )
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* Add Top 3 / Bottom 3 performers
* Update changelog
3 years ago
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
1e526852a7
Bugfix/fix mapping for russia in trackinsight data enhancer ( #610 )
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* Fix mapping for Russia
* Update changelog
3 years ago
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
0179823ad9
Feature/restructure about page ( #608 )
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* Restructure about page: introduce pages for blog and changelog
* Update changelog
3 years ago
029b7bed9a
Bugfix/improve error handling in position api endpoint ( #607 )
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* Add guards
* Update changelog
3 years ago
635f10e2d0
Bugfix/hide data provider warning while loading ( #605 )
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* Hide data provider warning while loading
* Update changelog
3 years ago
cebf879d67
Feature/refactor demo user ( #604 )
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* Refactor demo user id
* Update changelog
3 years ago
124bdc028d
Bugfix/fix reload of position detail dialog ( #603 )
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* Fix reload of position detail dialog
* Update changelog
3 years ago
d69a69ce18
Bugfix/fix exception with market state ( #602 )
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* Fix exception with market state
* Update changelog
3 years ago
b291d9e031
Feature/refactor transactions to activities table ( #600 )
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* Refactor transactions to activities table with attributes and routes
* Update changelog
3 years ago
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
77065dac50
Feature/add date range selector to holdings tab ( #595 )
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* Add date range selector to holdings tab
* Update changelog
3 years ago
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
e37a650c70
Bugfix/fix scrolling issue in position detail dialog on mobile ( #593 )
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* Fix scrolling in position detail dialog on mobile
* Update changelog
3 years ago
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
ff638adf03
Feature/add transactions to position detail dialog ( #591 )
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* Add transactions to position detail dialog
* Update changelog
3 years ago
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
ee397c8047
Bugfix/fix file type detection for import ( #587 )
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* Fix file type detection ("application/vnd.ms-excel" instead of "text/csv")
* Update changelog
3 years ago
9d3610331a
Add guard ( #582 )
3 years ago
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
bbc4e64cb4
Bugfix/filter currencies with null value ( #579 )
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* Filter currencies with null value
* Update changelog
3 years ago
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
4c30212a72
Feature/improve data gathering ( #576 )
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* Eliminate benchmarks to gather
* Optimize 7d data gathering
* Update changelog
3 years ago
3b9a8fabb5
Clean up ( #574 )
3 years ago
3435b3a348
Feature/make the csv import more flexible ( #573 )
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* Make the csv import more flexible
* Update changelog
3 years ago
5d39b267ab
write portfolio calculator test case for symbol BALN.SW (refs #554 ) ( #572 )
3 years ago
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
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
1602f976f0
Feature/convert errors to warnings in portfolio calculator ( #562 )
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* Convert errors to warnings
* Update changelog
3 years ago
e78755c280
Replace OrderType with Type (prisma) ( #560 )
3 years ago
7772684413
Bugfix/fix permission for system status page ( #559 )
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* Fix permission
* Update changelog
3 years ago
955302666e
Bugfix/improve redirection on logout ( #558 )
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* Improve redirection on logout
* Update changelog
3 years ago
ddce8cc7f9
Feature/support update of historical data ( #557 )
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* Support update of historical data
* Update changelog
3 years ago
aca0d77e91
Feature/add line chart to historical data view ( #555 )
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* Add line chart
* Update changelog
3 years ago
0806d0dc92
Bugfix/fix hidden statistics values ( #552 )
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* Fix hidden values (0)
* Update changelog
3 years ago
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
eff807dd9a
Add tests for yahoo Finance symbol conversion ( #550 )
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* Add tests for yahoo Finance symbol conversion
* Refactoring
3 years ago
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
83ba5f3d9f
Feature/add intro image for dark mode ( #540 )
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* Add intro image for dark mode
* Update changelog
3 years ago
7439c1bf54
fix(custom-cryptocurrencies): add uniswap (uni3) ( #541 )
3 years ago
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
ed7209fb53
Feature/remove transactions import limit ( #536 )
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* Remove default transactions import limit
* Update changelog
3 years ago
11076592d1
Do not log coupon code ( #533 )
3 years ago
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
78e0fdb0ca
Add coupon system ( #529 )
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* Add coupon system
* Update changelog
3 years ago
d09cad4e05
Feature/read only mode ( #520 )
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* Setup read only mode and update permissions dynamically
* Update changelog
3 years ago
069660afe4
Feature/increase fear and greed index to 10 days ( #525 )
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* Increase to 10 days
* Update changelog
3 years ago
4d9a223491
Feature/add system message ( #519 )
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* Add system message
* Update changelog
3 years ago
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
1beb4de62f
Feature/support additional currencies ( #517 )
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* Support additional currencies
* Update changelog
3 years ago
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
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
e96e6c717c
Feature/enable import by default ( #513 )
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* Enable import by default
* Update changelog
3 years ago
961774ce9f
Feature/improve market data detail ( #511 )
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* Improve historical data view (hide invalid and future dates)
* Update changelog
3 years ago
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
gizmodus
Ronald Konjer
Valentin Zickner
Rafael Augusto de Oliveira