Thomas Kaul
bcb7f5f522
Feature/add feature toggle for new calculation engine ( #649 )
...
* Add feature toggle for new calculation engine
* Update changelog
3 years ago
gizmodus
f15b33e950
Portfolio calculator rework ( #632 )
...
* Portfolio calculator rework
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
Thomas Kaul
9c086edffe
Feature/extend historical data view in admin control ( #646 )
...
* Extend market data view
* Update changelog
3 years ago
Thomas Kaul
585f99e4df
Feature/add summary row to activities table ( #645 )
...
* Add summary row to activities table
* Update changelog
3 years ago
Thomas Kaul
9d907b5eb5
Bugfix/improve the redirection on logout ( #642 )
...
* Improve logout
* Update changelog
3 years ago
Thomas Kaul
38f2930ec6
Feature/improve data provider service ( #637 )
...
* Improve data provider service
* Update changelog
3 years ago
Thomas Kaul
556be61fff
Bugfix/fix unresolved account names in reports ( #636 )
...
* Fix unresolved account names
* Update changelog
3 years ago
Thomas Kaul
0a8d159f78
Bugfix/fix missing symbol profile data connection in import ( #630 )
...
* Fix missing symbol profile data connection in import
* Update changelog
3 years ago
Thomas Kaul
1a4109ebaa
Bugfix/fix fallback to load currencies directly from data provider ( #629 )
...
* Fix fallback
* Update changelog
3 years ago
Thomas Kaul
e344c43a5a
Bugfix/fix currency of value in position detail dialog ( #627 )
...
* Fix currency
* Update changelog
3 years ago
Thomas Kaul
d6b78f3457
Feature/add links to statistics section ( #626 )
...
* Add links and clean up style
* Update changelog
3 years ago
Thomas Kaul
d3707bbb87
Bugfix/fix preselected default account in create activity dialog ( #624 )
...
* Fix preselected default account
* Update changelog
3 years ago
Thomas Kaul
7df53896f3
Feature/start eliminating data source from order ( #622 )
...
* Start eliminating dataSource from order
* Update changelog
3 years ago
Thomas Kaul
b2b3fde80e
Bugfix/support multiple accounts with the same name ( #623 )
...
* Support multiple accounts with the same name
* Update changelog
3 years ago
Thomas Kaul
075431d868
Feature/add google sheets as data source ( #620 )
...
* Add google sheets as data source
* Update changelog
3 years ago
Thomas Kaul
0168c1c4e8
Feature/exclude url pattern of shared portfolios in robots.txt ( #619 )
...
* Exclude shared portfolios
* Update changelog
3 years ago
Thomas Kaul
07de8f87fc
Set market prices explicitly ( #618 )
...
* Set market prices explicitly
* Set comments explicitly
3 years ago
Thomas Kaul
5882b7914d
Feature/add first months in open source blog post ( #616 )
...
* Add blog post
* Update changelog
3 years ago
Thomas Kaul
69c9e259b1
Bugfix/fix routing of create activity dialog ( #615 )
...
* Fix routing of create activity dialog
* Update changelog
3 years ago
Thomas Kaul
aca37a27f9
Feature/add top performers to analysis page ( #613 )
...
* Add Top 3 / Bottom 3 performers
* Update changelog
3 years ago
Thomas Kaul
9ac67b0af2
Feature/expose profile data gathering by symbol endpoint ( #611 )
...
* Expose profile data gathering by symbol endpoint
* Update changelog
3 years ago
Thomas Kaul
1e526852a7
Bugfix/fix mapping for russia in trackinsight data enhancer ( #610 )
...
* Fix mapping for Russia
* Update changelog
3 years ago
Thomas Kaul
e54638a684
Feature/improve analysis page ( #609 )
...
* Improve analysis page (show y-axis, extend chart in relation to days in market)
* Update changelog
3 years ago
Thomas Kaul
0179823ad9
Feature/restructure about page ( #608 )
...
* Restructure about page: introduce pages for blog and changelog
* Update changelog
3 years ago
Thomas Kaul
029b7bed9a
Bugfix/improve error handling in position api endpoint ( #607 )
...
* Add guards
* Update changelog
3 years ago
Thomas Kaul
635f10e2d0
Bugfix/hide data provider warning while loading ( #605 )
...
* Hide data provider warning while loading
* Update changelog
3 years ago
Thomas Kaul
cebf879d67
Feature/refactor demo user ( #604 )
...
* Refactor demo user id
* Update changelog
3 years ago
Thomas Kaul
124bdc028d
Bugfix/fix reload of position detail dialog ( #603 )
...
* Fix reload of position detail dialog
* Update changelog
3 years ago
Thomas Kaul
d69a69ce18
Bugfix/fix exception with market state ( #602 )
...
* Fix exception with market state
* Update changelog
3 years ago
Thomas Kaul
b291d9e031
Feature/refactor transactions to activities table ( #600 )
...
* Refactor transactions to activities table with attributes and routes
* Update changelog
3 years ago
Thomas Kaul
6dcd801d05
Feature/extend statistics section with users in slack community ( #596 )
...
* Extend statistics with users in Slack community
* Update changelog
3 years ago
Thomas Kaul
77065dac50
Feature/add date range selector to holdings tab ( #595 )
...
* Add date range selector to holdings tab
* Update changelog
3 years ago
Thomas Kaul
438484879d
Bugfix/fix creation of historical data ( #594 )
...
* Fix creation of historical data (upsert instead of update)
* Update changelog
3 years ago
Thomas Kaul
e37a650c70
Bugfix/fix scrolling issue in position detail dialog on mobile ( #593 )
...
* Fix scrolling in position detail dialog on mobile
* Update changelog
3 years ago
Thomas Kaul
9e1a7fc981
Feature/dividend ( #547 )
...
* 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
Thomas Kaul
ff638adf03
Feature/add transactions to position detail dialog ( #591 )
...
* Add transactions to position detail dialog
* Update changelog
3 years ago
Thomas Kaul
db1d474ddf
Feature/more discreet data provider warning ( #589 )
...
* Upgrade http-status-codes to version 2.2.0
* Make the data provider warning more discreet
* Update changelog
3 years ago
Thomas Kaul
ee397c8047
Bugfix/fix file type detection for import ( #587 )
...
* Fix file type detection ("application/vnd.ms-excel" instead of "text/csv")
* Update changelog
3 years ago
Thomas Kaul
9d3610331a
Add guard ( #582 )
3 years ago
Thomas Kaul
0043b44670
Feature/improve data gathering for currencies ( #581 )
...
* Improve data gathering for currencies, add warning if it fails
* Update changelog
3 years ago
Thomas Kaul
bbc4e64cb4
Bugfix/filter currencies with null value ( #579 )
...
* Filter currencies with null value
* Update changelog
3 years ago
Thomas Kaul
8f583709ef
Feature/add support for cosmos and polkadot ( #577 )
...
* Add support for cryptocurrencies ATOM and DOT
* Update changelog
3 years ago
Thomas Kaul
4c30212a72
Feature/improve data gathering ( #576 )
...
* Eliminate benchmarks to gather
* Optimize 7d data gathering
* Update changelog
3 years ago
Thomas Kaul
3b9a8fabb5
Clean up ( #574 )
3 years ago
Thomas Kaul
3435b3a348
Feature/make the csv import more flexible ( #573 )
...
* Make the csv import more flexible
* Update changelog
3 years ago
Valentin Zickner
5d39b267ab
write portfolio calculator test case for symbol BALN.SW (refs #554 ) ( #572 )
3 years ago
Thomas Kaul
ffaaa14dba
Feature/increase fear and greed index to 30 days ( #571 )
...
* Increase Fear & Greed index to 30 days
* Update changelog
3 years ago
Thomas Kaul
9f545e3e2b
Feature/add cryptocurrency solana ( #563 )
...
* Add support for Solana and clean up symbol conversion (SOL1USD)
* Update changelog
3 years ago
Thomas Kaul
1602f976f0
Feature/convert errors to warnings in portfolio calculator ( #562 )
...
* Convert errors to warnings
* Update changelog
3 years ago
Thomas Kaul
e78755c280
Replace OrderType with Type (prisma) ( #560 )
3 years ago
Thomas Kaul
7772684413
Bugfix/fix permission for system status page ( #559 )
...
* Fix permission
* Update changelog
3 years ago
Thomas Kaul
955302666e
Bugfix/improve redirection on logout ( #558 )
...
* Improve redirection on logout
* Update changelog
3 years ago
Thomas Kaul
ddce8cc7f9
Feature/support update of historical data ( #557 )
...
* Support update of historical data
* Update changelog
3 years ago
Thomas Kaul
aca0d77e91
Feature/add line chart to historical data view ( #555 )
...
* Add line chart
* Update changelog
3 years ago
Thomas Kaul
0806d0dc92
Bugfix/fix hidden statistics values ( #552 )
...
* Fix hidden values (0)
* Update changelog
3 years ago
Thomas Kaul
e518bc3779
Feature/clean up all time high and low from performance endpoint ( #551 )
...
* Remove isAllTimeHigh / isAllTimeLow
* Update changelog
3 years ago
Thomas Kaul
eff807dd9a
Add tests for yahoo Finance symbol conversion ( #550 )
...
* Add tests for yahoo Finance symbol conversion
* Refactoring
3 years ago
Thomas Kaul
155bf67f60
Bugfix/fix symbol conversion from yahoo finance with hyphen ( #549 )
...
* Fix symbol conversion from Yahoo Finance
* Update changelog
3 years ago
Thomas Kaul
83ba5f3d9f
Feature/add intro image for dark mode ( #540 )
...
* Add intro image for dark mode
* Update changelog
3 years ago
Rafael Augusto de Oliveira
7439c1bf54
fix(custom-cryptocurrencies): add uniswap (uni3) ( #541 )
3 years ago
Thomas Kaul
e255b76053
Feature/check currency in import validation ( #538 )
...
* Check currency in import validation (avoid importing transactions in wrong currency)
* Update changelog
3 years ago
Thomas Kaul
ed7209fb53
Feature/remove transactions import limit ( #536 )
...
* Remove default transactions import limit
* Update changelog
3 years ago
Thomas Kaul
11076592d1
Do not log coupon code ( #533 )
3 years ago
Thomas Kaul
ebee851b23
Feature/support data gathering by symbol and date ( #532 )
...
* Support data gathering by symbol and date
* Update changelog
3 years ago
Thomas Kaul
78e0fdb0ca
Add coupon system ( #529 )
...
* Add coupon system
* Update changelog
3 years ago
Thomas Kaul
d09cad4e05
Feature/read only mode ( #520 )
...
* Setup read only mode and update permissions dynamically
* Update changelog
3 years ago
Thomas Kaul
069660afe4
Feature/increase fear and greed index to 10 days ( #525 )
...
* Increase to 10 days
* Update changelog
3 years ago
Thomas Kaul
4d9a223491
Feature/add system message ( #519 )
...
* Add system message
* Update changelog
3 years ago
Thomas Kaul
aed8f5cf04
Feature/upgrade prisma to version 3.6.0 ( #518 )
...
* Upgrade prisma from version 2.30.2 to 3.6.0
* Update changelog
3 years ago
Thomas Kaul
1beb4de62f
Feature/support additional currencies ( #517 )
...
* Support additional currencies
* Update changelog
3 years ago
Thomas Kaul
3e82de6b21
Feature/add historical data chart of fear and greed index ( #515 )
...
* Add historical data chart of market mood
* Update changelog
3 years ago
Thomas Kaul
563f354e7e
Feature/symbol to uppercase to avoid duplicates ( #514 )
...
* Convert the symbol to uppercase to avoid case-sensitive duplicates
* Update changelog
3 years ago
Thomas Kaul
e96e6c717c
Feature/enable import by default ( #513 )
...
* Enable import by default
* Update changelog
3 years ago
Thomas Kaul
961774ce9f
Feature/improve market data detail ( #511 )
...
* Improve historical data view (hide invalid and future dates)
* Update changelog
3 years ago
Thomas Kaul
49f46e1a1e
Bugfix/improve allocations by currency with cash balances ( #508 )
...
* Improve allocations by currency in combination with cash balances
* Update changelog
3 years ago
Thomas Kaul
4908e6d35d
Bugfix/fix data gathering of fear and greed index ( #505 )
...
* Fix data gathering of fear and greed index
* Update changelog
3 years ago
Thomas Kaul
11be6f630f
Feature/expose data gathering by symbol ( #503 )
...
* Expose data gathering by symbol as endpoint
* Update changelog
3 years ago
Thomas Kaul
85d123e1b1
Fix colspan ( #502 )
3 years ago
Thomas Kaul
1f042ee791
Feature/eliminate redundant storage of historical exchange rates ( #500 )
...
* Eliminate redundant storage of historical exchange rates
* Clean up experimental API
* Update changelog
3 years ago
Thomas Kaul
da6eaa0d77
Harmonize error log ( #499 )
3 years ago
Thomas Kaul
6c07759eb7
Feature/add market data tab to admin control panel ( #497 )
...
* Add market data tab
* Update changelog
3 years ago
Thomas Kaul
fcf07a0fd1
Clean up ( #496 )
3 years ago
Thomas Kaul
2f402c0c8e
Feature/introduce tabs with routing to home page ( #495 )
...
* Introduce tabs with routing
* Update changelog
3 years ago
Thomas Kaul
a24a094407
Feature/introduce tabs to admin control panel ( #494 )
...
* Add tabs
* Update changelog
3 years ago
Thomas Kaul
72067459d6
Feature/add value to position detail dialog ( #492 )
...
* Add value to position detail dialog
* Update changelog
3 years ago
Thomas Kaul
705441ecf8
Bugfix/fix line chart labels ( #491 )
...
* Fix line chart labels
* Fix click event for drafts
* Update changelog
3 years ago
Thomas Kaul
fbd1475402
Feature/upgrade core dependencies ( #490 )
...
* Upgrade core dependencies
* angular
* nestjs
* Nx
* rxjs
* storybook
* Temporarily fix imports for storybook
* Update changelog
3 years ago
Thomas Kaul
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
Thomas Kaul
572bfc59b8
Add guards ( #486 )
3 years ago
Thomas Kaul
f6acf5207b
Feature/add value to positions table ( #484 )
...
* Add value column
* Update changelog
3 years ago
Valentin Zickner
80782f1098
add support for euro cryptocurrencies, ALGO and remove unknown crypto… ( #480 )
...
* add support for euro cryptocurrencies, ALGO and remove unknown cryptocurrencies from list
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
Thomas Kaul
bc58ee86ca
Feature/usability improvements in the create or edit transaction dialog ( #483 )
...
* Usability improvements
* Disable the symbol input in edit mode
* Filter accounts by type (SECURITIES)
* Update changelog
3 years ago
Thomas Kaul
0cb632b165
Improve wording ( #482 )
3 years ago
Thomas Kaul
904dec040e
Feature/add testimonial ( #479 )
...
* Add testimonials
* Update changelog
3 years ago
Thomas Kaul
fc6c81fe02
Bugfix/fix footer row border in dark mode ( #478 )
...
* Fix border color in dark mode
* Update changelog
3 years ago
Thomas Kaul
f8f36e4f4e
Bugfix/fix accounts table footer on mobile ( #475 )
...
* Fix footer on mobile
* Update changelog
3 years ago
Thomas Kaul
5e7cf9d0b6
Feature/hide get started button on registration page ( #474 )
...
* Hide button
* Update changelog
3 years ago
Thomas Kaul
e1932eb5a1
Bugfix/exclude drafts from transaction count ( #473 )
...
* Fix transactions count (exclude drafts)
* Improve wording (summary page)
* Update changelog
3 years ago
Thomas Kaul
3032126508
Feature/add footer row to accounts table ( #471 )
...
* Add footer row to accounts table with total balance and value
* Update changelog
3 years ago
Thomas Kaul
a50b55da75
Clean up ( #470 )
3 years ago