Commit Graph

840 Commits (fc5ed887ff50fa2b3290589f101caca72bb86f2b)

Author SHA1 Message Date
Thomas Kaul c2df99072d
Feature/refactor filters (#1299)
2 years ago
Thomas Kaul 1f0381228e
Feature/improve caching of benchmarks (#1320)
2 years ago
Thomas Kaul 81c6cc021d
Feature/add blog post hacktoberfest 2022 (#1310)
2 years ago
Thomas Kaul 8d3954304e
Feature/add statistics section to landing page (#1306)
2 years ago
Thomas Kaul 5c9fa71d95
Release 1.199.1 (#1301)
2 years ago
Thomas Kaul e3916e1ba3
Feature/setup espanol (#1293)
2 years ago
Mitchell 3006c21b12
Add dutch translation (#1291)
2 years ago
Thomas Kaul f01a3f893d
Exclude accounts (#1289)
2 years ago
Thomas Kaul 7667af059c
Feature/combine performance and chart calculation (#1285)
2 years ago
Thomas Kaul 862f670ccf
Feature/setup italiano (#1276)
2 years ago
Thomas Kaul b1b5689242
Feature/improve performance of chart calculation (#1271)
2 years ago
Thomas Kaul d4c3a9d1e8
Feature/add percentage visualization of the current filter (#1268)
2 years ago
Thomas Kaul 263f6b32f2
Bugfix/fix performance chart calculation (#1267)
2 years ago
Thomas Kaul 91678028b5
Bugfix/fix missing assets during local development (#1253)
2 years ago
Thomas Kaul 5e3cac8ac9
Feature/sort benchmarks by name (#1250)
2 years ago
Thomas Kaul e320aa91f7
Feature/simplify benchmark configuration (#1248)
2 years ago
Thomas Kaul 0fcfa6c1bd
Bugfix/improve error handling in benchmark calculation (#1246)
2 years ago
Thomas Kaul 4f8fe83a16
Feature/clean up user database schema (#1242)
2 years ago
Thomas Kaul 980ad1028c
Feature/allow date range change for demo user (#1243)
2 years ago
Thomas Kaul aece76d98f
Feature/add date range component to benchmark comparator (#1240)
2 years ago
Thomas Kaul fc4bb71184
Feature/migrate date range setting to user settings (#1239)
2 years ago
Thomas Kaul c4d83aabe7
Setup tests (#1234)
2 years ago
Thomas Kaul 3ad99c9991
Add data management (#1230)
2 years ago
Thomas 75d61bff6d Setup benchmark comparator
2 years ago
Thomas Kaul 3b2f13850c
Feature/improve chart calculation (#1226)
2 years ago
Thomas Kaul 0cc42ffd7c
Add end date parameter (#1224)
2 years ago
Thomas Kaul 0a8549db3e
Release 1.186.1 (#1222)
2 years ago
Thomas Kaul 408bdbd187
Bugfix/fix GitHub contributors count (#1219)
2 years ago
Thomas Kaul a3bfa46fb0
Feature/remove alias from user (#1218)
2 years ago
Thomas Kaul 35963580bc
Bugfix/improve error handling in portfolio calculations (#1215)
2 years ago
Thomas Kaul cf2c5bad02
Bugfix/change environment variables redis host and port to mandatory (#1211)
2 years ago
Thomas Kaul 7a9fd18407
Feature/improve markets overview (#1206)
2 years ago
Thomas Kaul 0e29278e96
Feature/add alias to access (#1193)
2 years ago
Thomas Kaul 539d3ff754
Feature/add asset sub class filter (#1188)
2 years ago
Thomas Kaul 24abbd85e6
Feature/move asset profile details to dialog (#1185)
2 years ago
Thomas Kaul 56bf422407
Consider language from user settings (#1179)
2 years ago
Thomas Kaul df0e9ad03b
Bugfix/fix division by zero in benchmarks calculation (#1177)
2 years ago
Thomas Kaul 52f0fb5ab8
Release 1.180.1 (#1170)
2 years ago
Thomas Kaul 7fa4e6ebd2
Feature/resolve feature graphic of blog post (#1168)
2 years ago
Thomas Kaul 70d670b711
Bugfix/fix license (#1160)
2 years ago
Thomas Kaul dc5052f7dc
Feature/set up language localization for german (#1153)
2 years ago
Thomas Kaul 108c0c13c4
Release 1.179.5 (#1150)
2 years ago
Thomas Kaul e4e0a7d9f0
Release 1.179.1 (#1144)
2 years ago
Thomas Kaul 81245635af
Feature/setup i18n (#1139)
2 years ago
Thomas Kaul c5e6602102
Improve filter by asset class (#1135)
2 years ago
Thomas Kaul dbc38e705e
Feature/add url to symbol profile overrides (#1132)
2 years ago
Thomas Kaul 4ccabde251
Feature/simplify exchange rate service initialization (#1128)
2 years ago
Thomas Kaul 69bc1d67e1
Bugfix/fix database connection error handling (#1125)
2 years ago
Thomas Kaul 81217b35ef
Feature/add comment to activity (#1097)
2 years ago
Thomas Kaul d887de50d2
Feature/setup internet identity (#1080)
2 years ago
Thomas Kaul e444d717e5
Add tests for investments by month (#1089)
2 years ago
Thomas Kaul 2394cbd6fe
Feature/support tags in create and update order dto (#1084)
2 years ago
Thomas Kaul a74d5cce20
Feature/remove activities import limit for premium users (#1082)
2 years ago
Thomas Kaul 95bcc3f32d
Feature/remove alias from user interface (#1083)
2 years ago
Thomas Kaul 0e0592180f
Add current month (#1067)
2 years ago
Thomas Kaul 60e2aff488
Extend investment timeline by month (#1066)
2 years ago
Thomas Kaul 30835ced88
Bugfix/fix holdings for basic users (#1064)
2 years ago
Thomas Kaul 2060fcaf0b
Feature/add markets to public pages (#1062)
2 years ago
Thomas Kaul c0f19d56ec
Feature/add account detail dialog (#1047)
2 years ago
Thomas Kaul f7bf6e652b
Feature/add icon and name to positions table (#1040)
2 years ago
Thomas Kaul 1ff736537c
Feature/add positions table to public page (#1037)
2 years ago
Thomas Kaul cff8acd7b1
Clean up (#1022)
2 years ago
Thomas Kaul aba562cb35
Bugfix/fix error handling for missing market prices (#1023)
2 years ago
Thomas Kaul 3332ade3d3
Feature/filter public endpoint by equity asset class (#1014)
2 years ago
Thomas Kaul 557e3a0676
Feature/migrate historical market data gathering to queue design pattern (#991)
2 years ago
Thomas Kaul 2abe399ebd
Bugfix/force reload accounts of user after change (#994)
2 years ago
Thomas Kaul e63578d8ce
Feature/add guards to local comparison (#986)
2 years ago
Thomas Kaul 7cf0cdc4ce
Feature/add jobs of queue to admin control panel (#987)
2 years ago
Thomas Kaul 697e92f818
Feature/finalize exposing redis password env variable (#975)
2 years ago
willyp713 b678998801
Feature/add-redis-password (#947)
2 years ago
Thomas Kaul 69088b93a6
Feature/add value redaction as interceptor (#960)
2 years ago
Thomas Kaul c3768a882d
Feature/add benchmarks to twitter bot service (#959)
2 years ago
Thomas Kaul 2c4c16ec99
Feature/extend markets overview by benchmarks (#953)
2 years ago
Thomas Kaul 332203b9e2
Feature/add support to set the base currency via env variable (#948)
2 years ago
Thomas Kaul af0863d193
Bugfix/fix currency conversion in accounts (#937)
2 years ago
Thomas Kaul 5cb6e5dec6
Feature/support filtering by asset class on the allocations page (#926)
2 years ago
Thomas Kaul 160335302a
Feature/group filters by type (#922)
2 years ago
Thomas Kaul 5391b88c42
Feature/add report data glitch button (#920)
2 years ago
Thomas Kaul c1d460cead
Improve filtering (#901)
2 years ago
Thomas Kaul dfa67b275c
Feature/improve filtering on allocations page (#900)
2 years ago
Thomas Kaul ea3a9d3b79
Feature/eliminate circular dependencies in common library (#896)
2 years ago
Thomas Kaul 57314d62ee
Feature/improve allocations page with no filter (#887)
2 years ago
Thomas Kaul 40380346e6
Feature/setup bull queue system (#886)
3 years ago
Thomas Kaul 16dd8f7652
Feature/refactor filters with interface (#883)
3 years ago
Thomas Kaul 01103f3db4
Feature/add asset and asset sub class to wealth items form (#880)
3 years ago
Thomas Kaul b7bbc029ac
Feature/render tags in dialogs (#864)
3 years ago
Thomas Kaul bad9d17c44
Setup allocations page and endpoint (#859)
3 years ago
Thomas Kaul ea89ca5734
Feature/simplify ids in database schema (#861)
3 years ago
Thomas Kaul 20358d9105
Feature/persist savings rate (#849)
3 years ago
Thomas Kaul 82ede2fe32
Bugfix/fix fear and greed data source (#840)
3 years ago
Thomas Kaul ba7c98d325
Add test case for BUY and SELL (partially) (#826)
3 years ago
Thomas Kaul 8526b5a027
Feature/export draft activities as ics (#830)
3 years ago
Thomas Kaul 67f2b326f3
Switch to new calculation engine (#814)
3 years ago
Thomas Kaul 957200854c
Feature/improve empty state of proportion chart (#811)
3 years ago
Thomas Kaul 2a854e2574
Various improvements (#807)
3 years ago
Thomas Kaul 204c7360c3
Feature/prepare for localized date format (#803)
3 years ago
Thomas Kaul fa41e25c8f
Release/1.131.1 (#804)
3 years ago
Thomas Kaul ebbdd47fa2
Exclude google login callback endpoint from versioning (#793)
3 years ago
Thomas Kaul 65f6bcb166
Feature/harmonize algebraic sign of gross and net performance percent (#776)
3 years ago
Thomas Kaul 1214127ec0
Feature/rename orders to activities in import and export (#786)
3 years ago
Thomas Kaul 14773bf1aa
Bugfix/fix duplicate currency conversion in account calculations (#771)
3 years ago
Thomas Kaul b4848be914
Feature/add developed vs emerging markets calculation (#767)
3 years ago
Thomas Kaul 86a1589834
Release/1.128.0 (#763)
3 years ago
gizmodus 9f67993c03
Feature/fix issue with recent transactions (#750)
3 years ago
Thomas Kaul eb0444603b
Bugfix/fix user currency of public page (#761)
3 years ago
Thomas Kaul 7b6893b5ed
Feature/add support for emergency fund (#749)
3 years ago
Thomas Kaul e4908b51aa
Feature/add context to logger (#745)
3 years ago
Thomas Kaul 99655604d9
Feature/add support for coupon duration (#743)
3 years ago
Thomas Kaul c216ab1d76
Eliminate data source from order model (#730)
3 years ago
Thomas Kaul 86acbf06f4
Feature/add data provider errors to api response (#738)
3 years ago
Thomas Kaul 3de7d3f60e
Bugfix/improve account calculations (#737)
3 years ago
Thomas Kaul 5bb20f6d5f
Bugfix/fix undefined currencies after creating an activity (#731)
3 years ago
Thomas Kaul b3e58d182a
Feature/add support for click in portfolio proportion chart (#729)
3 years ago
Thomas Kaul c02bcd9bd8
Feature/migrate to yahoo finance2 (#722)
3 years ago
Thomas Kaul 745ba978a3
Bugfix/fix zen mode (#723)
3 years ago
gizmodus a5771f601d
Improve calculation of overall performance percentage (#701)
3 years ago
Thomas Kaul 4ec351369b
Bugfix/add fallback to default account in import (#709)
3 years ago
Thomas Kaul baa6a3d0f0
Feature/restructure api modules (#706)
3 years ago
Thomas Kaul 280030ae7f
Feature/add twitter bot for fear and greed index (#702)
3 years ago
Thomas Kaul 809ee97f6f
Add tests (#693)
3 years ago
Thomas Kaul fa66cd5bce
Feature/add countries and sectors to position detail dialog (#692)
3 years ago
Thomas Kaul 76f70598e2
Feature/add support for wealth items (#666)
3 years ago
Thomas Kaul 86943a5f5b
Feature/harmonize big.js operators (#686)
3 years ago
gizmodus 6eb4eae4a9
Feature/fix twr performance 2 (#684)
3 years ago
Thomas Kaul 82069da4e2
Bugfix/fix user account creation (#682)
3 years ago
gizmodus 9b5ec0c56d
Feature/fix twr performance (#679)
3 years ago
Thomas Kaul 65bfe52db4
Feature/simplify admin user sign up (#675)
3 years ago
Thomas Kaul 48b524de5a
Feature/add export functionality to position detail dialog (#672)
3 years ago
Thomas Kaul dc424a86ec
Feature/support deleting symbol profile data (#669)
3 years ago
Thomas Kaul 5d8bde5a70
Feature/access data source and symbol from symbol profile (#668)
3 years ago
Thomas Kaul 161cb82820
Bugfix/fix data source of fear and greed index (#663)
3 years ago
Thomas Kaul 155c08d665
Transform data source (#658)
3 years ago
Thomas Kaul b8ad6d6662
Feature/improve import (#657)
3 years ago
Ronald Konjer 919b20197f
import csv with account name or id (#654)
3 years ago
Thomas Kaul 62885ea890
Feature/improve consistent use of symbol with data source (#656)
3 years ago
Thomas Kaul 65e151151b
Feature/increase fear and greed index to 90 days (#652)
3 years ago
Thomas Kaul 5d3bbb8f30
Feature/improve annualized performance (#651)
3 years ago
Thomas Kaul bcb7f5f522
Feature/add feature toggle for new calculation engine (#649)
3 years ago
gizmodus f15b33e950
Portfolio calculator rework (#632)
3 years ago
Thomas Kaul 9c086edffe
Feature/extend historical data view in admin control (#646)
3 years ago
Thomas Kaul 585f99e4df
Feature/add summary row to activities table (#645)
3 years ago
Thomas Kaul 0a8d159f78
Bugfix/fix missing symbol profile data connection in import (#630)
3 years ago
Thomas Kaul 7df53896f3
Feature/start eliminating data source from order (#622)
3 years ago
Thomas Kaul b2b3fde80e
Bugfix/support multiple accounts with the same name (#623)
3 years ago
Thomas Kaul 075431d868
Feature/add google sheets as data source (#620)
3 years ago
Thomas Kaul 07de8f87fc
Set market prices explicitly (#618)
3 years ago
Thomas Kaul 9ac67b0af2
Feature/expose profile data gathering by symbol endpoint (#611)
3 years ago
Thomas Kaul e54638a684
Feature/improve analysis page (#609)
3 years ago
Thomas Kaul 029b7bed9a
Bugfix/improve error handling in position api endpoint (#607)
3 years ago
Thomas Kaul cebf879d67
Feature/refactor demo user (#604)
3 years ago
Thomas Kaul d69a69ce18
Bugfix/fix exception with market state (#602)
3 years ago
Thomas Kaul 6dcd801d05
Feature/extend statistics section with users in slack community (#596)
3 years ago
Thomas Kaul 438484879d
Bugfix/fix creation of historical data (#594)
3 years ago
Thomas Kaul 9e1a7fc981
Feature/dividend (#547)
3 years ago
Thomas Kaul ff638adf03
Feature/add transactions to position detail dialog (#591)
3 years ago
Thomas Kaul db1d474ddf
Feature/more discreet data provider warning (#589)
3 years ago
Thomas Kaul 3b9a8fabb5
Clean up (#574)
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)
3 years ago
Thomas Kaul 1602f976f0
Feature/convert errors to warnings in portfolio calculator (#562)
3 years ago
Thomas Kaul e78755c280
Replace OrderType with Type (prisma) (#560)
3 years ago
Thomas Kaul ddce8cc7f9
Feature/support update of historical data (#557)
3 years ago
Thomas Kaul e518bc3779
Feature/clean up all time high and low from performance endpoint (#551)
3 years ago
Thomas Kaul e255b76053
Feature/check currency in import validation (#538)
3 years ago
Thomas Kaul ed7209fb53
Feature/remove transactions import limit (#536)
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)
3 years ago
Thomas Kaul 78e0fdb0ca
Add coupon system (#529)
3 years ago
Thomas Kaul d09cad4e05
Feature/read only mode (#520)
3 years ago
Thomas Kaul 069660afe4
Feature/increase fear and greed index to 10 days (#525)
3 years ago
Thomas Kaul 4d9a223491
Feature/add system message (#519)
3 years ago
Thomas Kaul aed8f5cf04
Feature/upgrade prisma to version 3.6.0 (#518)
3 years ago
Thomas Kaul 1beb4de62f
Feature/support additional currencies (#517)
3 years ago
Thomas Kaul 3e82de6b21
Feature/add historical data chart of fear and greed index (#515)
3 years ago
Thomas Kaul 563f354e7e
Feature/symbol to uppercase to avoid duplicates (#514)
3 years ago
Thomas Kaul 49f46e1a1e
Bugfix/improve allocations by currency with cash balances (#508)
3 years ago
Thomas Kaul 11be6f630f
Feature/expose data gathering by symbol (#503)
3 years ago
Thomas Kaul 1f042ee791
Feature/eliminate redundant storage of historical exchange rates (#500)
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)
3 years ago
Thomas Kaul 72067459d6
Feature/add value to position detail dialog (#492)
3 years ago
Thomas Kaul 1c2ca5b96b
Feature/accentuate all time high and low (#428)
3 years ago
Thomas Kaul e1932eb5a1
Bugfix/exclude drafts from transaction count (#473)
3 years ago
Thomas Kaul 3032126508
Feature/add footer row to accounts table (#471)
3 years ago
Thomas Kaul d2fabe7ce4
Feature/add value column to accounts table (#468)
3 years ago
Thomas Kaul a42700b9fe
Feature/introduce data gathering progress (#467)
3 years ago
Thomas Kaul cd76f89902
Feature/increase decimal places for cryptocurrencies (#462)
3 years ago
Thomas Kaul e01e039a00
Release 1.72.0 (#459)
3 years ago
Thomas Kaul d60b444324
Release/1.71.0 (#458)
3 years ago
Thomas Kaul 678544748a
Add symbol mapping (#452)
3 years ago
Thomas Kaul edb66bb166
Feature/extend statistics (#449)
3 years ago
Thomas Kaul 1397cd62a8
Feature/extend public page (#445)
3 years ago
Thomas Kaul 9133ea38f3
Feature/order accesses (#441)
3 years ago
Thomas Kaul 2de0e75cb8
Feature/add user interface for granting and revoking public access (#439)
3 years ago
Thomas Kaul 1296f95602
Feature/move data enhancer from data provider to data gathering (#437)
3 years ago
Valentin Zickner 099ad18aaf
refactor data-provider.service.ts to have dynamic list of services (#429)
3 years ago
Thomas Kaul 6dea9093ba
Feature/add public portfolio (#426)
3 years ago
Thomas Kaul b57301ef50
Feature/extend import validation message (#421)
3 years ago
Thomas Kaul 2e5176bacf
Feature/extend import by csv files (#419)
3 years ago
Thomas Kaul f06a0fbbee
Feature/validate duplicate orders for import (#416)
3 years ago
Thomas Kaul 93dcbeb6c7
Feature/add validation for import (#415)
3 years ago
Valentin Zickner f308ae7a13
add sectors and countries for ETFs (#410)
3 years ago
Thomas Kaul d1eedf9726
Bugfix/various fixes (#407)
3 years ago
Thomas Kaul fe2bd6eea8
Feature/protect endpoints (#396)
3 years ago
Thomas Kaul dcee651098
Feature/support unlimited currencies (#387)
3 years ago
Thomas Kaul 0f72673ef4
Feature/respect data source in symbol data endpoint (#370)
3 years ago
Thomas Kaul 641fe4e8f4
Bugfix/net performance in positions endpoint (#377)
3 years ago
Thomas Kaul 5b588c2000
Bugfix/hide the current net performance (#373)
3 years ago
Valentin Zickner d2aeeb3e88
optimize annual performance calculation (#367)
3 years ago
Thomas Kaul 5ea455b98b
Feature/upgrade simplewebauthn dependencies to version 4.1.0 (#365)
3 years ago
Thomas Kaul 39f315aba0
Feature/add annualized performance (#364)
3 years ago
Thomas Kaul 5d4156ecec
Feature/refactor position detail dialog (#355)
3 years ago
Thomas Kaul 3c46bde8d5
Bugfix/fix fear and greed index (#359)
3 years ago
Matthias Frey 63ee33b685
Use 'import type' to import types, eliminate webpack warnings (#358)
3 years ago
Thomas Kaul 9cbf789c22
Bugfix/fix values in position detail dialog (#351)
3 years ago
Valentin Zickner 48ab862bb6
net performance for current positions (#330)
3 years ago
Thomas Kaul ba234a470e
Feature/add storybook story for trend indicator component (#346)
3 years ago
Thomas Kaul 4c194c938a
Feature/add contributors count to statistics (#342)
3 years ago
Thomas Kaul 6386786ac0
Bugfix/improve symbol lookup (#322)
3 years ago
Thomas Kaul 73a967a7e5
Feature/add cash as asset sub class (#319)
3 years ago
Thomas Kaul c5bb3023d3
Bugfix/filter out positions without quantity (#317)
3 years ago
Thomas Kaul 72c065a59d
Feature/introduce asset sub class (#312)
3 years ago
Thomas Kaul 98dac4052a
Feature/add subscription type to the admin user table (#311)
3 years ago
Thomas Kaul aad8f77093
Feature/improve allocations by account (#308)
3 years ago
Thomas Kaul c2ab6a6c44
Feature/improve portfolio details endpoint (#302)
3 years ago
Thomas Kaul e17b217032
Bugfix/fix issue on buy date in position detail dialog (#297)
3 years ago
Thomas Kaul 05b0efef82
Feature/add restricted view (#295)
3 years ago
Thomas Kaul 0ee2258af8
Feature/improve impersonation mode (#293)
3 years ago
Valentin Zickner 308b218487
introduce basic module structure for data provider (#278)
3 years ago
Thomas 77936e3bf3
Feature/improve users table (#291)
3 years ago
Thomas b898c0678d
Feature/refactor exchange rate service (#289)
3 years ago
Thomas 98f44323da
Feature/improve usability of tabs on home page (#283)
3 years ago
Thomas 908aba170d
Fix position chart for missing historical data (#284)
3 years ago
Thomas 8ac1272a9d
Feature/eliminate name from scraper config (#277)
3 years ago
Thomas 0a85a56c67
Respect cash balance in allocations, do not hide cryptocurrency holdings (#280)
3 years ago
Thomas 4ad5590838
Feature/improve data gathering (#276)
3 years ago
Thomas 80d043729d
Feature/replace type with asset class (#274)
3 years ago
Thomas 3589e72aea
Harmonize prisma service (#266)
3 years ago
Thomas e68aa1fa68
Clean up imports (#267)
3 years ago
Thomas bb76ace95d
Feature/improve support for draft transactions (#265)
3 years ago
Valentin Zickner dfcf826b4f
implement support for buy-sell(-buy) scenario (#262)
3 years ago
Valentin Zickner 218efbb5bd
fix position diagram for sold items (#261)
3 years ago
Valentin Zickner ba3b4564cd
Bugfix/dashboard currencies (#260)
3 years ago
Valentin Zickner bf256ae50c
fix position currency conversion (#256)
3 years ago
Thomas 7f047362cc
Bugfix/fix division by zero in calculate overall gross performance (#253)
3 years ago
Thomas 94d2310217
Bugfix/fix spike of positions with differing currency of user (#248)
3 years ago
Thomas b7d950f3f9
Bugfix/fix missing market state in positions (#250)
3 years ago
Thomas 4bd41ffa41
Feature/eliminate name from timeline position (#245)
3 years ago
Thomas 423ceec317
Feature/remove symbol icon from dialog header (#244)
3 years ago
Valentin Zickner 5b4a1785ae
fix investment values for portfolio.service.ts (#243)
3 years ago
Thomas 823501f43e
Sort imports (#242)
3 years ago
Valentin Zickner 331ac7ded2
remove unused method in portfolio.service.ts (#240)
3 years ago
Valentin Zickner 982ba7377a remove legacy portfolio.ts
3 years ago
Valentin Zickner 4bbd17a37a fix tests
3 years ago
Thomas 6a7def6c48 Clean up
3 years ago
Thomas ea219f0b88 Add guard
3 years ago
Valentin Zickner 23b2e03923 refactor rule evaluation
3 years ago
Valentin Zickner 04e6518226 move report generation to PortfolioService
3 years ago
Thomas c47578bd3e Clean up
3 years ago
Thomas 9e4a49d811 Remove fallback
3 years ago
Thomas a3a98c68a5 Fix missing currency conversion
3 years ago
Thomas 21570cca19 Fix impersonation in performance endpoint
3 years ago
Valentin Zickner 71a3115fc6 refactor get position endpoint
3 years ago
Valentin Zickner de83dc7b84 create investment endpoint for analysis timeline
3 years ago
Valentin Zickner 4a0695613e refactor PortfolioService#getOverview
3 years ago
Valentin Zickner d23addb673 change getDetails to portfolio-calculator.ts
3 years ago
Thomas fb15cebb64 Add test (#237)
3 years ago
Valentin Zickner 9c51a257ae fix performance of combination of investments
3 years ago
Thomas ec5523b459 Handle empty portfolio
3 years ago
Thomas c8c21a016a Handle empty portfolio
3 years ago
Thomas 9821b7f8f0 Add TWR test scenario 1 (#236)
3 years ago
Valentin Zickner ed731afc66 fix market price fetch in case symbols are missing
3 years ago
Thomas bd0e53525b Refactoring
3 years ago
Thomas cbdb68e2f8 Refactoring
3 years ago
Thomas 8571709014 Refactoring
3 years ago
Thomas e7ef1d426e Refactoring
3 years ago
Thomas 39cba0a8eb Refactoring
3 years ago
Thomas a90c314e30 Refactoring
3 years ago
Thomas 47d71405e1 Refactoring
3 years ago
Thomas 5e9cecc6c1 Refactoring
3 years ago
Thomas fb9e66318f Improve test
3 years ago
Thomas b8194eb64f Clean up code
3 years ago
Thomas cbb81916ee Sort imports
3 years ago
Valentin Zickner 9b1e9397a8 add errors in case gross performance is not set
3 years ago
Valentin Zickner b779964adb add error handling to performance aggregation
3 years ago
Valentin Zickner 409afac2a9 fix rate conversion for todays symbols
3 years ago
Thomas e0a4e16ea1 Improve error handling
3 years ago
Valentin Zickner dc84abdc0a change performance report to portfolio calculator
3 years ago
Valentin Zickner b031b028f1 add today to getValues
3 years ago
Valentin Zickner 3b7e0a0106 remove unnecessary if condition
3 years ago
Valentin Zickner ea66081073 move interfaces to separate files
3 years ago
Valentin Zickner 602a770a09 fix typo
3 years ago
Thomas e522722aa6 Update comment
3 years ago
Valentin Zickner 03ca5d7663 add further tests for portfolio-calculator with one transaction
3 years ago
Valentin Zickner 136563c949 fix single buy test
3 years ago
Thomas 948c45c602 Update test
3 years ago
Thomas e0be792e46 Re-enable all tests
3 years ago
Thomas c3d010135f Add test for single buy
3 years ago
Thomas d6a16a6093 Improve error handling
3 years ago
Valentin Zickner 34c13c80ec add error handling for current positions
3 years ago
Valentin Zickner f65a108436 change hardcoded timestamp in test to timezone specific
3 years ago
Valentin Zickner 993f066e08 remove console.time statements during portfolio calls
3 years ago
Valentin Zickner 852902d1ab add current position calculation with holding period return calculation
3 years ago
Thomas ee89822bfe Fix tests
3 years ago
Thomas e0435e5cad Add name to position
3 years ago
Thomas e2c23703dc Fix tests
3 years ago
Thomas 1226c26a9d Refactor positions
3 years ago
Valentin Zickner fdc89f7182 optimize performance of positions endpoint
3 years ago
Valentin Zickner 04e03bd080 add multi-date fetch for current values
3 years ago
Valentin Zickner 66e7ad3fd2 prepare for multi-day database fetch
3 years ago
Thomas b4dc21dd61 Implement new positions endpoint
3 years ago
Valentin Zickner 8a482e63b9 fix gross performance number type
3 years ago
Valentin Zickner aabfb39e8f optimize portfolio calculator to fetch all symbols for one day
3 years ago
Valentin Zickner cdc8faff7f add current position gross performance (percentage)
3 years ago
Valentin Zickner 7b696e39de add sorting and symbol as a result
3 years ago
Valentin Zickner c88ad2c225 change getValues to multiple symbols
3 years ago
Valentin Zickner cbe079ae66 ignore missing values
3 years ago
Valentin Zickner 8e4ee7feea optimize order loading
3 years ago
Valentin Zickner f1b3c61675 add additional time measurements
3 years ago
Thomas 24dc312367 Add logs to benchmark
3 years ago
Thomas 7ac7442f73 Declare functions explicitly as public
3 years ago
Thomas 099571437e Extend current rate service with getRange()
3 years ago
Thomas 7dac059a55 Sort imports
3 years ago
Thomas 48fbeda72d Sort imports
3 years ago
Thomas 19007cdc34 Optimize market data query
3 years ago
Thomas 5037393866 Support today in current rate service
3 years ago
Valentin Zickner ddf24163b4 optimize database query execution for portfolio chart
3 years ago
Valentin Zickner b26521c4bd add workaround for database date search
3 years ago
Valentin Zickner cfee6c1ddd add draft integration of new portfolio calculator to chart
3 years ago
Valentin Zickner 19bcd601d1 add gross performance
3 years ago
Valentin Zickner 836df69e68 add calculation of current investment
3 years ago
Valentin Zickner dd86adcea1 add investment to timeline calculation
3 years ago
Valentin Zickner 4f7628921d add timeline time point calculation
3 years ago
Valentin Zickner 88f0cb095d make it pretty
3 years ago
Valentin Zickner 7538133d09 implement getCurrentPositions of PortfolioCalculator
3 years ago
Thomas 67606e4026 Extend current rate service test
3 years ago
Valentin Zickner 9de56c32ac create base structure for portfolio rewrite
3 years ago
Thomas 1c65599a16
Feature/add blog (#218)
3 years ago
Thomas 6996e5a140
Feature/add data gathering for symbol profile data (#228)
3 years ago
Thomas 51fbc538ca
Feature/set public stripe key dynamically (#216)
3 years ago
Thomas c7b7efae3b
Feature/import transactions (#212)
3 years ago
Thomas ecfe694f0b
Feature/export transactions (#209)
3 years ago
Thomas f403807f2d
Bugfix/fix average buy price calculation (#204)
3 years ago
Thomas f22991b090
Feature/respect cash balance in analysis (#203)
3 years ago
Thomas 2c19d8c8e7
Feature/add balance to account (#193)
3 years ago
Thomas 92d321a001
Drafts for orders (#187)
3 years ago
Thomas 367f25a975
Feature/set user id in stripe callback (#184)
3 years ago
Thomas 09bbda3502
Change from subscription to one time payment (#181)
3 years ago
Thomas ad00cd9d81
Feature/setup subscription with stripe (#178)
3 years ago
Thomas 66c955ad6c
Feature/ghostfolio in numbers (#175)
3 years ago
Matthias Frey 6c1119caec
Restrict webauthn to fingerprint only and improve UX (#161)
3 years ago
Matthias Frey e87c942cb8
Add webauthn (#82)
3 years ago
Thomas 9eb25f6c9e
Feature/connect or create logic for symbol profile (#153)
3 years ago
Thomas 6a03120225
Feature/add symbol profile model (#148)
3 years ago
Thomas ef272360fb
Feature/render average prices in position detail chart (#144)
3 years ago
Thomas e7fbcd4fa0
Feature/extend pricing page (#130)
3 years ago
Thomas 146b5201b5
Feature/make x ray rules order consistent (#134)
3 years ago
Thomas 11b2379d98
Feature/respect data source in data gathering (#107)
3 years ago
Thomas 8e13f6ef9b
Bugfix/fix performance chart (#119)
3 years ago
Thomas 1a553a296f
Feature/improve user table of admin control panel (#109)
3 years ago
Thomas 78a4946e8b
Feature/zen mode (#110)
3 years ago
Thomas 200a7d2d65
Feature/refactor search functionality (#105)
3 years ago
Thomas abd0e08566
Introduce @ghostfolio/common lib (#102)
3 years ago
Thomas c973ffd3ba
Feature/reorganize helper lib (#100)
3 years ago
Thomas 111d8d8e3c
Feature/rename share to allocation in columns of positions table (#93)
3 years ago
Valentin Zickner 5d24adfa75
Feature/improve transaction filtering (#76)
4 years ago
Thomas 87cd3ef33f
Release 0.99.0 (#65)
4 years ago
Thomas 163f4a3d3f
Feature/allow to delete users (#64)
4 years ago
Thomas a84256dc03
Feature/eliminate platform from order (#63)
4 years ago
Thomas 90a2fea7d6
Feature/create and update accounts (#60)
4 years ago
Thomas c70eb7793e
Feature/migration to accounts (#58)
4 years ago
Thomas a076a1c933
Feature/extend position detail dialog (#54)
4 years ago
Thomas 40c95a541d
Add data source to transaction model (#53)
4 years ago
Thomas 94e0feac68
Add scraper symbols to symbol lookup results (#51)
4 years ago
Thomas 608b195ba9
Extend user table (#47)
4 years ago
Thomas 8cb5fd64dd
Prepare for multi accounts support: store account for new transactions (#46)
4 years ago
Thomas 6ecf66ea2a Fix types
4 years ago
Thomas 954224401d
Prepare for multi accounts support (#42)
4 years ago
Thomas 39cfb4603b
Extend support for feature flags (#39)
4 years ago
Thomas 5cb69291f5
Introduce market states (#38)
4 years ago
Thomas 82e159a083
Filter inactive users (#36)
4 years ago
Thomas dbed4ea527
Feature/improve imports with paths in tsconfig (#32)
4 years ago
Thomas 069006145a
Improve scraper (#28)
4 years ago
Thomas a2687eacbc
Feature/implement scraper (#25)
4 years ago
Thomas 0f2c8c856c
Clean up imports (#24)
4 years ago
Thomas b200138a9e
Release 0.86.1 (#19)
4 years ago
Thomas 358f0d7eaf
Improve the user table (#16)
4 years ago
Thomas 5d1f1b452a
Simplify initial project setup (#12)
4 years ago
Thomas fed10c7110
Add license (#8)
4 years ago
Thomas c616312233 Initial commit
4 years ago