Thomas Kaul
|
8a9ae9bb33
|
Feature/allocations by etf holding (#3464)
* Setup allocations by ETF holding
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
af65a99398
|
Feature/extend personal finance tools 20240604 (#3457)
* Add Koyfin
* Add Navexa
* Add Stonksfolio
|
6 months ago |
Eduardo Marinho
|
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>
|
6 months ago |
|
Thomas Kaul
|
98a9523eee
|
Feature/extend personal finance tools (#3448)
|
6 months ago |
|
Thomas Kaul
|
0e08d8830e
|
Handle reduce of empty array (#3446)
|
6 months ago |
|
Thomas Kaul
|
c009f8c12f
|
Feature/add data provider info to asset profile details dialog (#3434)
* Add data provider info to asset profile details dialog
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
b12ac1fe84
|
Feature/simplify module imports of api (#3443)
* Simplify module imports
|
6 months ago |
|
Thomas Kaul
|
918d0b85d4
|
Feature/update passport dependencies (#3433)
* Update passport dependencies
* Refactor Google strategy
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
e31b4c64cb
|
Feature/refactor holding detail dialog to standalone (#3407)
* Refactor holding detail dialog to standalone
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
812ff5cbdc
|
Feature/refresh cryptocurrencies list 20240514 (#3411)
* Refresh cryptocurrencies list
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
5ea3a187f4
|
Feature/upgrade body parser to version 1.20.2 (#3406)
* Upgrade body-parser to version 1.20.2
* Update changelog
|
6 months ago |
Gerard Du Pre
|
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>
|
7 months ago |
|
Thomas Kaul
|
4ad4fa2b30
|
Feature/clean up deprecated GET api/portfolio/positions endpoint (#3373)
|
7 months ago |
|
Thomas Kaul
|
9b5e350e3b
|
Feature/harmonize log message (#3343)
|
7 months ago |
|
Thomas Kaul
|
f2cb671c7f
|
Feature/optimize get porfolio details endpoint (#3366)
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
|
7 months ago |
|
Thomas Kaul
|
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
|
7 months ago |
|
Thomas Kaul
|
77beaaba08
|
Refactoring portfolio service (#3365)
|
7 months ago |
|
Thomas Kaul
|
0a53df4293
|
Feature/improve inactive user role (#3360)
* Improve inactive role
* Update changelog
|
7 months ago |
|
Thomas Kaul
|
486de968a2
|
Bugfix/fix division by zero error in dividend yield calculation (#3354)
* Handle division by zero
* Update changelog
|
7 months ago |
|
Thomas Kaul
|
a5833566a8
|
Feature/skip caching in portfolio calculator if active filters (#3348)
* Skip caching if active filters
* Update changelog
|
7 months ago |
|
Thomas Kaul
|
4efd5cefd8
|
Bugfix/calculation of portfolio summary caused by future liabilities (#3342)
* Adapt date of future activities
* Update changelog
|
7 months ago |
|
Thomas Kaul
|
e10707fde4
|
Add missing guard to fix public page (#3339)
|
7 months ago |
|
Thomas Kaul
|
4f41bac328
|
Feature/set up caching in portfolio calculator (#3335)
* Set up caching
* Update changelog
|
7 months ago |
|
Thomas Kaul
|
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
|
7 months ago |
|
Thomas Kaul
|
b692b7432c
|
Feature/set up event system for portfolio changes (#3333)
* Set up event system for portfolio changes
* Update changelog
|
7 months ago |
|
Thomas Kaul
|
cdbe6eedeb
|
Feature/change cash to liquidity in asset class enum (#3321)
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
|
7 months ago |
|
Thomas Kaul
|
39bd4a349b
|
Feature/improve chart in account detail dialog (#3314)
* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
|
7 months ago |
|
Thomas Kaul
|
1132dc9bdd
|
Feature/add unique constraint to account balance database schema (#3315)
* Add accountId and date as unique constraint to AccountBalance schema
* Update changelog
|
7 months ago |
|
Thomas Kaul
|
b6ea7d23fa
|
Bugfix/add total value in base currency to redacted values (#3313)
* Add totalValueInBaseCurrency
* Update changelog
|
7 months ago |
|
Thomas Kaul
|
551b83a6e3
|
Bugfix/fix gaps in portfolio performance charts (#3311)
* Fix gaps in charts
* Update changelog
|
7 months ago |
Bastien Jeannelle
|
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>
|
7 months ago |
|
Thomas Kaul
|
22d63c6102
|
Improve logging (#3304)
* Improve logging
|
7 months ago |
|
Thomas Kaul
|
212aa6a63b
|
Feature/add date range support to portfolio holdings page (#3303)
* Add date range support
* Update changelog
|
7 months ago |
|
Thomas Kaul
|
dba73d80a3
|
Improve logging (#3300)
|
7 months ago |
|
Thomas Kaul
|
15857118fe
|
Feature/let data gathering queue jobs fail by throwing errors (#3281)
* Let data gathering queue jobs fail by throwing errors
* Update changelog
|
7 months ago |
|
Thomas Kaul
|
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
|
8 months ago |
|
Thomas Kaul
|
6c57609db8
|
Feature/move dividend fee and interest calculation to portfolio calculator (#3267)
* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
|
8 months ago |
|
Thomas Kaul
|
4e7d93db13
|
Feature/adapt priorities of data gathering jobs (#3262)
* Adapt priorities of data gathering jobs
* Update changelog
|
8 months ago |
|
Thomas Kaul
|
45340b581f
|
Bugfix/fix public page by including markets data (#3263)
* Include markets data
* Update changelog
|
8 months ago |
|
Thomas Kaul
|
34d9ceb009
|
Feature/add support to immediately execute queue job (#3259)
* Add support to immediately execute queue job
* Update changelog
|
8 months ago |
|
Thomas Kaul
|
2b97bbd05d
|
Move getChart() to portfolio calculator (#3255)
|
8 months ago |
|
Thomas Kaul
|
07c0e5a612
|
Feature/add currency to order database schema (#3251)
* Add currency to Order database schema
* Update changelog
|
8 months ago |
|
Thomas Kaul
|
719bbe156e
|
Feature/optimize calculation of allocations by market (#3249)
* Optimize calculation of allocations by market
* Update changelog
|
8 months ago |
|
Thomas Kaul
|
b51255a543
|
Feature/add key to x ray rule (#3248)
* Add key
* Update changelog
|
8 months ago |
|
Thomas Kaul
|
ca2e748c56
|
Bugfix/add missing tags in portfolio calculator (#3243)
* Add missing tags
* Update changelog
|
8 months ago |
|
Thomas Kaul
|
f1f4f6247d
|
Feature/validate url in create and update platform dto (#3235)
* Validate url
* Update changelog
|
8 months ago |
Fedron
|
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
|
8 months ago |
Arshad Jamal
|
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>
|
8 months ago |
|
Thomas Kaul
|
d7b579e3e8
|
Feature/refactor getAnnualizedPerformancePercent to portfolio calculator (#3226)
* Move getAnnualizedPerformancePercent() to portfolio calculator
|
8 months ago |
|
Thomas Kaul
|
b8533050b0
|
Bugfix/fix duplicated tags in position detail dialog (#3224)
* Fix duplicated tags
* Update changelog
|
8 months ago |
