68e558f198
Feature/Improve activities import by ISIN number ( #3051 )
...
* Improve activities import by ISIN number
* Update changelog
1 year ago
2115745471
Bugfix/fix issue with exchange rate calculation of wealth items in accounts ( #3065 )
...
* Fix exchange rate calculatio of wealth items in accounts
* Update changelog
1 year ago
3615e2f057
Feature/improve handling of activities without account ( #3060 )
...
* Improve handling of activities without account
* Update changelog
1 year ago
d3679d41b3
Bugfix/fix query to filter activities of excluded accounts ( #3059 )
...
* Fix query to filter activities of excluded accounts
* Update changelog
1 year ago
f2d431a6b8
Bugfix/improve asset profile validation in activities import ( #3057 )
...
* Improve asset profile validation
* Update changelog
1 year ago
2bc8bebfb8
Clean up dist folders ( #3053 )
1 year ago
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
...
* Move break down of performance to general availability
* Update changelog
1 year ago
b060b81204
Fix debugging with VS Code due to missing Source Map ( #3050 )
...
Fixes #2801
1 year ago
a8d557eb1b
Disable parallel execution of commands causing race condition between mkdir and cp ( #3052 )
1 year ago
88c19eb45e
Feature/restructure copy assets nx target ( #3045 )
...
* Restructure copy-assets Nx target
* Update changelog
1 year ago
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
...
* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
1 year ago
c002e37285
Feature/add missing default currency to prepare currencies function ( #3042 )
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* Add missing default currency
* Update changelog
1 year ago
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
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* Remove isDefault flag from Account database schema
* Update changelog
1 year ago
a3178fb213
Feature/expose redis database via environment variable ( #3036 )
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* Expose Redis database via environment variable
* Update changelog
1 year ago
40836b745b
Feature/improve validation for currency in endpoints ( #3030 )
...
* Improve validation for currency
* Update changelog
1 year ago
07eabac059
Feature/add missing database indexes part 2 ( #3033 )
...
* Add missing database indexes (for orderBy and where clauses)
* Update changelog
1 year ago
9acdb41aa2
Refactor params to object ( #2987 )
1 year ago
be7f6bb657
Feature/add inactive as user role ( #3024 )
...
* Add INACTIVE as user role
* Update changelog
1 year ago
6f7cbc93b9
Add missing type ( #3023 )
1 year ago
67ae86763e
Handle premium data provider in getQuotes() ( #3020 )
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* Handle premium data provider in getQuotes()
1 year ago
266c0a9a2c
Feature/eliminate search request in get quotes of eod service ( #3019 )
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* Eliminate search request to get quotes
* Update changelog
1 year ago
a3cdb23776
Feature/refactor query to filter activities of excluded accounts ( #3016 )
...
* Refactor query to filter activities of excluded accounts
* Update changelog
1 year ago
ad42c0bf28
Enable FAQ link for self-hoster ( #3015 )
1 year ago
2518a8fd9d
Feature/add accounts tab to position detail dialog ( #3012 )
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* Add accounts tab to position detail dialog
* Update changelog
1 year ago
cac73ac111
Feature/divide faq page in three sections ( #3003 )
...
* Divide FAQ page in three sections
* General
* Cloud (SaaS)
* Self-Hosting
* Update changelog
1 year ago
78b3328bf7
Add activities count ( #3005 )
1 year ago
54310f2214
Feature/add support for jupiter cryptocurrency ( #2999 )
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* Add JUP29210
* Update changelog
1 year ago
cc0ce18627
Bugfix/fix date conversion in import of historical market data ( #2994 )
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* Fix date conversion
* Update changelog
1 year ago
e921ed7f52
Reorder imports ( #2988 )
1 year ago
ef9d77312e
Introduce renewal-early-bird ( #2982 )
1 year ago
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
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* Introduce setting to disable data gathering
* Update changelog
1 year ago
f83e75df44
Feature/harmonize env variables of various api keys ( #2980 )
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* Harmonize env variables of various API keys
* Update changelog
1 year ago
35450ac004
Bugfix/add missing data provider info to search results of coingecko ( #2967 )
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* Add missing data provider info
* Update changelog
1 year ago
87529490c3
Feature/refresh cryptocurrencies list 20240205 ( #2961 )
...
* Update cryptocurrencies.json
* Update changelog
1 year ago
893e76f83f
Feature/provide data provider info in search ( #2958 )
...
* Provide data provider info in search
* Update changelog
1 year ago
06ba7a4b1b
Feature/extend assistant by asset class selector ( #2957 )
...
* Remove tabs
* Add asset class selector
* Update changelog
1 year ago
cea569c987
Add Fina ( #2956 )
1 year ago
2a38a16f6b
Feature/Improve error logs for timeout in data provider services ( #2953 )
...
* Improve error logs for timeout in data provider services
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
c9237146e2
Feature/add investment value to chart ( #2948 )
...
* Add investment value to chart
* Update changelog
1 year ago
4434d0315f
Remove unused timeline calculation ( #2947 )
1 year ago
e82dcc8ace
Feature/fix export in lazy-loaded activities table ( #2939 )
...
* Fix export in lazy-loaded activities table
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
40b6777814
Add upgrade plan button ( #2937 )
1 year ago
1ca4f885b0
Feature/migrate holdings page to work with filters of assistant ( #2932 )
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* Migrate portfolio holdings to work with filters of assistant
* Update changelog
1 year ago
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
...
* Add account selector to assistant
* Update changelog
1 year ago
3df8810412
Feature/Add support to grant private access with permissions ( #2870 )
...
* Add support to grant private access with permissions
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
9fdbd22cb5
Bugfix/fix activities import for manual data source ( #2923 )
...
* Fix import
* Update changelog
1 year ago
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
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* Format name
* Update changelog
1 year ago
50fb82a6e6
Extend personal finance tools ( #2925 )
1 year ago
b39c97ab9f
Bugfix/improve validation for non numeric results in eod service ( #2916 )
...
* Improve validation of non-numeric numbers
* Update changelog
1 year ago
09ce8b1cd0
Feature/add support for importing dividends from eod ( #2910 )
...
* Add support for importing dividends
* Update changelog
1 year ago
a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
...
* Add date range selector including WTD and MTD to assistant
* Update changelog
1 year 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
1 year ago
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
...
* Improve handling of derived currencies
* Update changelog
1 year ago
6167f105fe
Refactoring ( #2897 )
1 year ago
8d5f2fd91d
Fix fee conversion ( #2896 )
...
* Fix fee conversion
* Update changelog
1 year ago
0ee632470e
Improve typings ( #2889 )
1 year ago
c918deeb1c
Feature/Support for editing countries and sectors ( #2854 )
...
* Add support for editing countries and sectors
* Update changelog
1 year ago
00895b7bb1
Feature/increase timeout to load historical data in data provider service ( #2887 )
...
* Increase timeout to load historical data
* Update changelog
1 year ago
bff60ddbe0
Feature/improve asset profile validation in activities import for manual data source ( #2886 )
...
* Improve asset profile validation for MANUAL data source
* Update changelog
1 year ago
7b45a8b3fc
Introduce type ( #2885 )
1 year ago
693791d113
Feature/add validation of search results in eod historical data service ( #2883 )
...
* Validate currency
* Update changelog
1 year ago
ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes ( #2875 )
...
* Always get quotes (with fallback to historical data)
* Update changelog
1 year ago
440dc470fa
Bugfix/fix currency inconsistency with conversion of ZAR to ZAc ( #2869 )
...
* Fix conversion from ZAR to ZAc
* Update changelog
1 year ago
c418e75139
Bugfix/fix currency in error log in exchange rate data service ( #2868 )
...
* Fix currency
* Update changelog
1 year ago
005890d785
Improve extractNumberFromString() for international number formats ( #2843 )
...
* Set up test
* Add support for international formatted numbers
* Expose locale in scraper configuration
* Update changelog
1 year ago
5fa3388609
Feature/break down performance into asset and currency ( #2863 )
...
* Break down performance into asset and currency
* Nullify values
* Update changelog
1 year 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>
1 year ago
a72e98f73c
Add AllInvestView ( #2861 )
1 year ago
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
...
* Extend assistant by tag selector
* Update changelog
1 year ago
d49287922f
Feature/refresh cryptocurrencies list 20240106 ( #2835 )
...
* Update cryptocurrencies.json
* Update changelog
1 year ago
d91f947ab0
Feature/Add Coingecko api keys support ( #2827 )
...
* Add CoinGecko API keys support
* Update changelog
1 year ago
62f85293e2
#2820 Grant private access ( #2822 )
...
* Grant private access
* Update changelog
1 year ago
371f1dc451
Feature/support rest api in scraper ( #2810 )
...
* Support REST APIs in scraper
* Update changelog
1 year ago
23d323073d
Fix performance percentage for 1d ( #2814 )
...
* Fix performance percentage for 1d
* Improve response of positions endpoint
* Update changelog
1 year ago
0649f9fd2c
Clean up ( #2787 )
1 year ago
43b4f14ace
Feature/add button to test scraper configuration ( #2808 )
...
* Add button to test scraper configuration
* Update changelog
---------
Co-authored-by: Manushreshta B L <manushreshta27@gmail.com>
Co-authored-by: Hugo Persson <hugo.e.persson@gmail.com>
1 year ago
726e727c7d
Feature/benchmark currency correction ( #2790 )
...
* Convert benchmark performance to base currency
* Introduce getExchangeRates() for multiple dates
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
b89bf1d5e8
Feature/increase timeout to load currencies ( #2800 )
...
* Increase timeout
* Update changelog
1 year ago
e465f1b791
Feature/add support to edit currency of asset profile with data source manual ( #2789 )
...
* Add support to edit currency
* Update changelog
1 year ago
01b6c14bcc
Feature/improve handling of derived currency usx ( #2788 )
...
* Improve handling of USX
* Update changelog
1 year ago
34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` ( #2792 )
...
* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
1 year ago
b183c45027
Time weighted portfolio performance calculation ( #2778 )
...
* Implement time weighted portfolio performance calculation
* Update changelog
1 year ago
7d68905f1b
Feature/use has permission annotation in endpoints ( #2771 )
...
* Use HasPermission in endpoints
* Update changelog
1 year ago
beb9e2c43f
Feature/modernize nx executors ( #2767 )
...
* Modernize Nx executors
* @nx/eslint:lint
* @nx/webpack:webpack
* Update changelog
1 year ago
4d79df90a7
Feature/support search by asset profile id ( #2765 )
...
* Add support to search for an asset profile by id
* Update changelog
1 year ago
7c33120546
Reimplement redactObject() without cloneDeep() ( #2760 )
...
* Reimplement redactObject() without cloneDeep()
* Update changelog
1 year ago
7f3c86038f
Sort imports ( #2739 )
1 year ago
7dc8f80fdf
Feature/upgrade to nx version 17.2.5 ( #2756 )
...
* Upgrade Nx to version 17.2.5
* Update changelog
1 year ago
28706d7b26
Refactor order service ( #2751 )
1 year ago
0e94112dc7
Feature/adjust holdings weight threshold in trackinsight data enhancer ( #2742 )
...
* Adjust holdings weight threshold
* Update changelog
1 year ago
ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview ( #2740 )
...
* Highlight all time high
* Update changelog
1 year 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
1 year ago
531964636b
Fix type ( #2708 )
1 year ago
377ba75e4c
Add support to delete a cash balance ( #2707 )
1 year ago
77b13b88f0
Relax check for duplicates in activities import ( #2704 )
...
* Relax check for duplicates in activities import (allow same day)
* Update changelog
1 year ago
813e73a0a3
Introduce HasPermission annotation ( #2693 )
...
* Introduce HasPermission annotation
* Update changelog
1 year ago
1d796a9597
Bugfix/change intraday data gathering to operate synchronously ( #2705 )
...
* Change intraday data gathering to operate synchronously
* Update changelog
1 year ago
6f4fd0826c
Feature/respect with excluded accounts flag in get account balances ( #2697 )
...
* Respect withExcludedAccounts in getAccountBalances()
* Update changelog
1 year ago
07b0a2c40a
Add guard ( #2696 )
1 year ago
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
...
* Extend performance endpoint by net worth per day
* Update changelog
1 year ago
Søren Bjergmark
Thomas Kaul
miles
Hey
Arshad Jamal
Francisco Silva
Cédric Meuter
Hugo Persson
gizmodus
Tanguy Herbron
underwater
Marcin Szymański