fcc2ab1a48
Feature/change color assignment by annualized performance in treemap chart ( #3617 )
...
* Change color assignment to annualized performance
* Update changelog
3 months ago
cec55127c8
Bugix/fix dividend import from data provider for holdings without account ( #3606 )
...
* Fix dividend import for holdings without account
* Update changelog
3 months ago
dd15bba359
Bugfix/fix public page for non existent access ( #3604 )
...
* Handle non-existent access
* Update changelog
3 months ago
43afb16808
Feature/introduce isUsedByUsersWithSubscription flag ( #3573 )
3 months ago
d5c56fb16c
Feature/optimize 7d data gathering by prioritization ( #3575 )
...
* Optimize 7d data gathering by prioritization
* Update changelog
3 months ago
6c1317f978
Bugfix/fix search for holding in assistant ( #3569 )
...
* Fix search for holding
* Update changelog
3 months ago
9d6214e93a
Bugfix/fix fees calculation in portfolio summary ( #3567 )
...
* Fix fees calculation
* Update changelog
3 months ago
9ecc3176a5
Feature/improve treemap chart for holdings ( #3563 )
...
* Various improvements
* Introduce permission: accessHoldingsChart
* Improve style of toggle
* Add border radius
* Update changelog
3 months ago
744dc51dcd
Bugfix/fix pagination issue in activities endpoint by adding secondary sort criterion ( #3554 )
...
* Add id as secondary sort criterion to ensure consistent ordering
* Update changelog
4 months ago
1c9805bb96
Feature/improve allocations by etf holding for impersonation mode ( #3534 )
...
* Improve allocations by ETF holding for impersonation mode
* Update changelog
4 months ago
dcec3accf0
Feature/improve caching of benchmarks ( #3530 )
...
* Improve caching
* Update changelog
4 months ago
f08b0b570b
Feature/support derived currencies in currency validation ( #3529 )
...
* Support derived currencies in currency validation
* Update changelog
4 months ago
8386fec98a
Feature/automatic deletion of unused asset profiles ( #3525 )
...
* Automatic deletion of unused asset profiles
* Update changelog
4 months ago
76890e63fa
Bugfix/fix all time high in benchmarks ( #3527 )
...
* Fix all time high
* Update changelog
4 months ago
ee086638f3
Feature/add benchmarks preset to admin control panel ( #3513 )
...
* Add benchmarks preset
* Update changelog
4 months ago
58d1abbd38
Feature/clean up imports ( #3514 )
...
* Clean up imports
4 months ago
ff121243e4
Feature/extend asset profile for currency ( #3495 )
...
* Extend asset profile for currency
* Update changelog
4 months ago
a201fc7a97
Feature/upgrade stripe dependencies 20240617 ( #3499 )
...
* Upgrade Stripe dependencies
* Update changelog
4 months ago
519827045a
Feature/add dialog for benchmarks in markets overview ( #3493 )
...
* Add benchmarks dialog in markets overview
* Update changelog
4 months ago
bf20a5de82
Feature/improve date validation in activity endpoints ( #3489 )
...
* Improve date validation
* Update changelog
4 months ago
873fd53715
Feature/extend market data with currencies preset by activities count and date ( #3460 )
...
* Extend market data with currencies preset by activities count and date
* Update changelog
4 months ago
cc92592d86
Feature/refactor personal finance tools section ( #3478 )
...
* Refactoring
4 months ago
23e4d5454d
Feature/improve allocations by etf holding ( #3467 )
...
* Improve allocations by ETF holding
* Update changelog
5 months ago
8a9ae9bb33
Feature/allocations by etf holding ( #3464 )
...
* Setup allocations by ETF holding
* Update changelog
5 months ago
1a0cb561cd
Feature/add ability to close user account ( #3444 )
...
* Add ability to close user account
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
5 months ago
c009f8c12f
Feature/add data provider info to asset profile details dialog ( #3434 )
...
* Add data provider info to asset profile details dialog
* Update changelog
5 months ago
b12ac1fe84
Feature/simplify module imports of api ( #3443 )
...
* Simplify module imports
5 months ago
918d0b85d4
Feature/update passport dependencies ( #3433 )
...
* Update passport dependencies
* Refactor Google strategy
* Update changelog
5 months ago
e31b4c64cb
Feature/refactor holding detail dialog to standalone ( #3407 )
...
* Refactor holding detail dialog to standalone
* Update changelog
5 months ago
8319b216bb
Feature/support delete activities with filtering ( #3394 )
...
* Support delete activities with filtering
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
5 months ago
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
6 months ago
f2cb671c7f
Feature/optimize get porfolio details endpoint ( #3366 )
...
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
6 months ago
f3d961bc16
Feature/move holdings table to holdings tab of home page ( #3368 )
...
* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
6 months ago
77beaaba08
Refactoring portfolio service ( #3365 )
6 months ago
0a53df4293
Feature/improve inactive user role ( #3360 )
...
* Improve inactive role
* Update changelog
6 months ago
486de968a2
Bugfix/fix division by zero error in dividend yield calculation ( #3354 )
...
* Handle division by zero
* Update changelog
6 months ago
a5833566a8
Feature/skip caching in portfolio calculator if active filters ( #3348 )
...
* Skip caching if active filters
* Update changelog
6 months ago
4efd5cefd8
Bugfix/calculation of portfolio summary caused by future liabilities ( #3342 )
...
* Adapt date of future activities
* Update changelog
6 months ago
e10707fde4
Add missing guard to fix public page ( #3339 )
6 months ago
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
...
* Set up caching
* Update changelog
6 months ago
cd07802400
Bugfix/fix historical market data gathering for asset profiles with manual data source ( #3336 )
...
* Fix historical market data gathering for asset profiles with MANUAL data source
* Update changelog
6 months ago
b692b7432c
Feature/set up event system for portfolio changes ( #3333 )
...
* Set up event system for portfolio changes
* Update changelog
6 months ago
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
...
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
6 months ago
39bd4a349b
Feature/improve chart in account detail dialog ( #3314 )
...
* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
6 months ago
1132dc9bdd
Feature/add unique constraint to account balance database schema ( #3315 )
...
* Add accountId and date as unique constraint to AccountBalance schema
* Update changelog
6 months ago
551b83a6e3
Bugfix/fix gaps in portfolio performance charts ( #3311 )
...
* Fix gaps in charts
* Update changelog
6 months ago
dfacbed66d
Feature/add support to create account cash balances ( #3260 )
...
* Add support to create account cash balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
6 months ago
212aa6a63b
Feature/add date range support to portfolio holdings page ( #3303 )
...
* Add date range support
* Update changelog
6 months ago
dba73d80a3
Improve logging ( #3300 )
6 months ago
15857118fe
Feature/let data gathering queue jobs fail by throwing errors ( #3281 )
...
* Let data gathering queue jobs fail by throwing errors
* Update changelog
6 months ago
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
...
* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
6 months ago
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
...
* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
6 months ago
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
...
* Adapt priorities of data gathering jobs
* Update changelog
6 months ago
45340b581f
Bugfix/fix public page by including markets data ( #3263 )
...
* Include markets data
* Update changelog
6 months ago
34d9ceb009
Feature/add support to immediately execute queue job ( #3259 )
...
* Add support to immediately execute queue job
* Update changelog
6 months ago
2b97bbd05d
Move getChart() to portfolio calculator ( #3255 )
7 months ago
07c0e5a612
Feature/add currency to order database schema ( #3251 )
...
* Add currency to Order database schema
* Update changelog
7 months ago
719bbe156e
Feature/optimize calculation of allocations by market ( #3249 )
...
* Optimize calculation of allocations by market
* Update changelog
7 months ago
b51255a543
Feature/add key to x ray rule ( #3248 )
...
* Add key
* Update changelog
7 months ago
ca2e748c56
Bugfix/add missing tags in portfolio calculator ( #3243 )
...
* Add missing tags
* Update changelog
7 months ago
f1f4f6247d
Feature/validate url in create and update platform dto ( #3235 )
...
* Validate url
* Update changelog
7 months ago
82fe1de1a7
Feature/add support to override asset (sub) class and url in admin control panel ( #3218 )
...
* Add support to override asset (sub) class and url in admin control panel
* Update changelog
7 months ago
371c999fbc
Feature/Add dividend yield to position detail dialog ( #2636 )
...
* Add dividend yield to position detail dialog
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
7 months ago
d7b579e3e8
Feature/refactor getAnnualizedPerformancePercent to portfolio calculator ( #3226 )
...
* Move getAnnualizedPerformancePercent() to portfolio calculator
7 months ago
b8533050b0
Bugfix/fix duplicated tags in position detail dialog ( #3224 )
...
* Fix duplicated tags
* Update changelog
7 months ago
8cd6c34ed8
Feature/introduce portfolio calculator factory ( #3214 )
...
* Introduce portfolio calculator factory
* Update changelog
7 months ago
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
...
* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
7 months ago
5ffc39c32f
Feature/improve usability to delete asset profile ( #3208 )
...
* Disable delete button for benchmarks
* Update changelog
7 months ago
63a61fb492
Move portfolio calculator ( #3204 )
...
* Move portfolio calculator
7 months ago
5788c6474e
Refactor portfolio calculator ( #3203 )
...
* Refactor portfolio calculator
* Consume Activity[]
* Change computeTransactionPoints() to private
* Eliminate getTransactionPoints()
* Update changelog
7 months ago
5529fdc0ee
Move transaction points to constructor ( #3202 )
7 months ago
88a9b518f6
Bugfix/fix issue with overridden names in activities table ( #3200 )
...
* Fix issue with overridden names
* Update changelog
7 months ago
98de2355c4
Feature/Support overriding name of asset profile dialog ( #3199 )
...
* Support overriding name of asset profile dialog
* Update changelog
7 months ago
b41eb60348
Fix chart tooltip of benchmark comparator ( #3167 )
...
* Fix chart tooltip of benchmark comparator
* Update changelog
7 months ago
0edebe30e1
Feature/Add user account currency to export ( #3194 )
...
* Add user account currency to export
* Update changelog
7 months ago
50391e199a
Feature/improve generation of random strings ( #3196 )
...
* Replace Math.random() with crypto.randomBytes()
* Update changelog
7 months ago
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
...
* Upgrade @types/big.js to version 6.2.2
* Refactor imports
7 months ago
87bf8df1c3
Bugfix/missing performance chart in presenter view ( #3181 )
...
* Fix missing performance chart in presenter view
* Update changelog
7 months ago
7e28e42995
Feature/exclude fees from holdings ( #3160 )
7 months ago
e21563d903
Feature/increase timeout to load benchmarks ( #3158 )
...
* Increase request timeout
* Update changelog
7 months ago
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
...
* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
7 months ago
bffe6060bd
Pass portfolio calculator to getChart() ( #3153 )
7 months ago
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
...
* Fix total dividend calculation
* Update changelog
7 months ago
3b895afc9e
Enable account balance update for fee and interest activities ( #3145 )
...
* Enable account balance update for fee and interest activities
* Update changelog
7 months ago
7a364472c8
Bugfix/fix liability issue in allocations ( #3133 )
...
* Remove liabilities from allocations calculation
* Update changelog
8 months ago
0bca8897d6
Fix average price calculation by only considering BUY transactions ( #3125 )
...
* Fix average price calculation by only considering buy transactions
* Update changelog
8 months ago
eb75be8535
Optimize details endpoint ( #3123 )
...
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
8 months ago
6d2a897366
Refactor orders with activities ( #3122 )
8 months ago
d8bfb23f20
Refactor reduce() with getSum() ( #3121 )
8 months ago
d9d71e7827
Fix issue with removing account from activity ( #3112 )
...
* Fix issue with removing account from activity
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
8 months ago
b642ce08e5
Refactor item type ( #3119 )
8 months ago
bc8d8309d4
Improve handling of future liabilities ( #3118 )
...
* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
8 months ago
1f2f9f22f2
Feature/remove environment variable web auth rp ( #3115 )
...
* Remove environment variable WEB_AUTH_RP_ID
* Update changelog
8 months ago
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
...
* Integrate dividend into transaction point concept
* Update changelog
8 months ago
77358eed65
Feature/Include user role in admin endpoint ( #3107 )
...
* Include user role in admin endpoint
8 months ago
c54392b7bb
Bugfix/fix exception in account value calculation ( #3109 )
...
* Fix exception in value of account calculation caused by liabilities
* Update changelog
8 months ago
c37ad9bad4
Bugfix/fix activities import ( #3095 )
...
* Fix query parameter handling of booleans
* Update changelog
8 months ago
4ab3f81384
Extract getFactor() ( #3089 )
...
* Extract getFactor()
* Refactoring
8 months ago
b932bac9aa
Feature/optimize summary calculation ( #3088 )
...
* Optimize calculation
* Update changelog
8 months ago
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
...
* Integrate (wealth) items into transaction point concept
* Update changelog
8 months ago
Thomas Kaul
Eduardo Marinho
Gerard Du Pre
Bastien Jeannelle
Fedron
Arshad Jamal
Francisco Silva
helgehatt
Christoph Califice
rodriguestiago0
gizmodus