15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
...
* Move break down of performance to general availability
* Update changelog
9 months 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
9 months ago
c002e37285
Feature/add missing default currency to prepare currencies function ( #3042 )
...
* Add missing default currency
* Update changelog
9 months ago
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
...
* Remove isDefault flag from Account database schema
* Update changelog
9 months ago
a3178fb213
Feature/expose redis database via environment variable ( #3036 )
...
* Expose Redis database via environment variable
* Update changelog
9 months ago
40836b745b
Feature/improve validation for currency in endpoints ( #3030 )
...
* Improve validation for currency
* Update changelog
9 months ago
07eabac059
Feature/add missing database indexes part 2 ( #3033 )
...
* Add missing database indexes (for orderBy and where clauses)
* Update changelog
9 months ago
9acdb41aa2
Refactor params to object ( #2987 )
9 months ago
be7f6bb657
Feature/add inactive as user role ( #3024 )
...
* Add INACTIVE as user role
* Update changelog
9 months ago
6f7cbc93b9
Add missing type ( #3023 )
9 months ago
67ae86763e
Handle premium data provider in getQuotes() ( #3020 )
...
* Handle premium data provider in getQuotes()
9 months ago
266c0a9a2c
Feature/eliminate search request in get quotes of eod service ( #3019 )
...
* Eliminate search request to get quotes
* Update changelog
9 months ago
a3cdb23776
Feature/refactor query to filter activities of excluded accounts ( #3016 )
...
* Refactor query to filter activities of excluded accounts
* Update changelog
9 months ago
ad42c0bf28
Enable FAQ link for self-hoster ( #3015 )
9 months ago
2518a8fd9d
Feature/add accounts tab to position detail dialog ( #3012 )
...
* Add accounts tab to position detail dialog
* Update changelog
9 months ago
cac73ac111
Feature/divide faq page in three sections ( #3003 )
...
* Divide FAQ page in three sections
* General
* Cloud (SaaS)
* Self-Hosting
* Update changelog
9 months ago
78b3328bf7
Add activities count ( #3005 )
10 months ago
54310f2214
Feature/add support for jupiter cryptocurrency ( #2999 )
...
* Add JUP29210
* Update changelog
10 months ago
cc0ce18627
Bugfix/fix date conversion in import of historical market data ( #2994 )
...
* Fix date conversion
* Update changelog
10 months ago
e921ed7f52
Reorder imports ( #2988 )
10 months ago
ef9d77312e
Introduce renewal-early-bird ( #2982 )
10 months ago
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
...
* Introduce setting to disable data gathering
* Update changelog
10 months ago
f83e75df44
Feature/harmonize env variables of various api keys ( #2980 )
...
* Harmonize env variables of various API keys
* Update changelog
10 months ago
35450ac004
Bugfix/add missing data provider info to search results of coingecko ( #2967 )
...
* Add missing data provider info
* Update changelog
10 months ago
87529490c3
Feature/refresh cryptocurrencies list 20240205 ( #2961 )
...
* Update cryptocurrencies.json
* Update changelog
10 months ago
893e76f83f
Feature/provide data provider info in search ( #2958 )
...
* Provide data provider info in search
* Update changelog
10 months ago
06ba7a4b1b
Feature/extend assistant by asset class selector ( #2957 )
...
* Remove tabs
* Add asset class selector
* Update changelog
10 months ago
cea569c987
Add Fina ( #2956 )
10 months 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>
10 months ago
c9237146e2
Feature/add investment value to chart ( #2948 )
...
* Add investment value to chart
* Update changelog
10 months ago
4434d0315f
Remove unused timeline calculation ( #2947 )
10 months 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>
10 months ago
40b6777814
Add upgrade plan button ( #2937 )
10 months ago
1ca4f885b0
Feature/migrate holdings page to work with filters of assistant ( #2932 )
...
* Migrate portfolio holdings to work with filters of assistant
* Update changelog
10 months ago
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
...
* Add account selector to assistant
* Update changelog
10 months 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>
10 months ago
9fdbd22cb5
Bugfix/fix activities import for manual data source ( #2923 )
...
* Fix import
* Update changelog
10 months ago
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
...
* Format name
* Update changelog
10 months ago
50fb82a6e6
Extend personal finance tools ( #2925 )
10 months ago
b39c97ab9f
Bugfix/improve validation for non numeric results in eod service ( #2916 )
...
* Improve validation of non-numeric numbers
* Update changelog
10 months ago
09ce8b1cd0
Feature/add support for importing dividends from eod ( #2910 )
...
* Add support for importing dividends
* Update changelog
10 months ago
a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
...
* Add date range selector including WTD and MTD to assistant
* Update changelog
10 months 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
10 months ago
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
...
* Improve handling of derived currencies
* Update changelog
10 months ago
6167f105fe
Refactoring ( #2897 )
10 months ago
8d5f2fd91d
Fix fee conversion ( #2896 )
...
* Fix fee conversion
* Update changelog
10 months ago
0ee632470e
Improve typings ( #2889 )
10 months ago
c918deeb1c
Feature/Support for editing countries and sectors ( #2854 )
...
* Add support for editing countries and sectors
* Update changelog
10 months ago
00895b7bb1
Feature/increase timeout to load historical data in data provider service ( #2887 )
...
* Increase timeout to load historical data
* Update changelog
11 months 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
11 months ago
7b45a8b3fc
Introduce type ( #2885 )
11 months ago
693791d113
Feature/add validation of search results in eod historical data service ( #2883 )
...
* Validate currency
* Update changelog
11 months ago
ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes ( #2875 )
...
* Always get quotes (with fallback to historical data)
* Update changelog
11 months ago
440dc470fa
Bugfix/fix currency inconsistency with conversion of ZAR to ZAc ( #2869 )
...
* Fix conversion from ZAR to ZAc
* Update changelog
11 months ago
c418e75139
Bugfix/fix currency in error log in exchange rate data service ( #2868 )
...
* Fix currency
* Update changelog
11 months 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
11 months ago
5fa3388609
Feature/break down performance into asset and currency ( #2863 )
...
* Break down performance into asset and currency
* Nullify values
* Update changelog
11 months 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>
11 months ago
a72e98f73c
Add AllInvestView ( #2861 )
11 months ago
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
...
* Extend assistant by tag selector
* Update changelog
11 months ago
d49287922f
Feature/refresh cryptocurrencies list 20240106 ( #2835 )
...
* Update cryptocurrencies.json
* Update changelog
11 months ago
d91f947ab0
Feature/Add Coingecko api keys support ( #2827 )
...
* Add CoinGecko API keys support
* Update changelog
11 months ago
62f85293e2
#2820 Grant private access ( #2822 )
...
* Grant private access
* Update changelog
11 months ago
371f1dc451
Feature/support rest api in scraper ( #2810 )
...
* Support REST APIs in scraper
* Update changelog
11 months ago
23d323073d
Fix performance percentage for 1d ( #2814 )
...
* Fix performance percentage for 1d
* Improve response of positions endpoint
* Update changelog
11 months ago
0649f9fd2c
Clean up ( #2787 )
11 months 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>
11 months 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>
11 months ago
b89bf1d5e8
Feature/increase timeout to load currencies ( #2800 )
...
* Increase timeout
* Update changelog
11 months ago
e465f1b791
Feature/add support to edit currency of asset profile with data source manual ( #2789 )
...
* Add support to edit currency
* Update changelog
11 months ago
01b6c14bcc
Feature/improve handling of derived currency usx ( #2788 )
...
* Improve handling of USX
* Update changelog
11 months ago
34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` ( #2792 )
...
* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
11 months ago
b183c45027
Time weighted portfolio performance calculation ( #2778 )
...
* Implement time weighted portfolio performance calculation
* Update changelog
11 months ago
7d68905f1b
Feature/use has permission annotation in endpoints ( #2771 )
...
* Use HasPermission in endpoints
* Update changelog
11 months ago
4d79df90a7
Feature/support search by asset profile id ( #2765 )
...
* Add support to search for an asset profile by id
* Update changelog
11 months ago
7c33120546
Reimplement redactObject() without cloneDeep() ( #2760 )
...
* Reimplement redactObject() without cloneDeep()
* Update changelog
11 months ago
7f3c86038f
Sort imports ( #2739 )
11 months ago
28706d7b26
Refactor order service ( #2751 )
12 months ago
0e94112dc7
Feature/adjust holdings weight threshold in trackinsight data enhancer ( #2742 )
...
* Adjust holdings weight threshold
* Update changelog
12 months ago
ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview ( #2740 )
...
* Highlight all time high
* Update changelog
12 months 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
12 months ago
531964636b
Fix type ( #2708 )
12 months 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
0a83bcd697
Feature/improve error log for data source request timeout ( #2688 )
...
* Improve error log for timeouts
* Update changelog
1 year ago
6ff2e0f952
Introduce base product page ( #2687 )
1 year ago
5ad248a643
Improve algorithm ( #2676 )
1 year ago
386dd56590
Feature/extend personal finance tools pages 20231120 ( #2678 )
...
* Improve tags
* Add Compound Planning
* Add Whal
* Add De.Fi
* Add Tiller
* Add Empower
1 year ago
d827858d0b
Release 2.25.1 ( #2674 )
1 year ago
37183a07bd
Change black friday to black week ( #2672 )
...
* Change black friday to black week
* Change image
1 year ago
8898d02442
Bugfix/fix cannot read properties of undefined reading items in get position ( #2667 )
...
* Fix "Cannot read properties of undefined (reading 'items')"
* Update changelog
1 year ago
e2234c4966
Feature/add black friday 2023 blog post ( #2664 )
...
* Add blog post: Black Friday 2023
* Update changelog
1 year ago
781496383b
Bugfix/improve get range query in market data service ( #2659 )
...
* Attempt to fix "too many bind variables in prepared statement, expected maximum of 32767"
* Update changelog
1 year ago
1586cd3a59
Feature/change twitter to x ( #2654 )
...
* Change Twitter to X
* Update changelog
1 year ago
aa72287d54
Extend benchmarks in the markets overview by 50-Day and 200-Day trends ( #2575 )
...
* Extend benchmarks in the markets overview by 50-Day and 200-Day trends
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
d155ab6f28
Feature/improve data source validation in activities import ( #2645 )
...
* Improve data source validation
* Update changelog
1 year ago
1ffde2a27e
Feature/setup polish ( #2650 )
...
* Set up polski
* Update changelog
1 year ago
93b6011ddc
Feature/refactor get range in market data service ( #2631 )
...
* Refactor to unique asset in getRange()
* Update changelog
1 year ago
b4de06fcf0
Feature/add platform icons to account selectors ( #2633 )
...
* Add platform icons to account selectors
* Update changelog
1 year ago
8ff80c10e5
Feature/extend personal finance tools pages 20231110 ( #2630 )
...
* Add Magnifi
* Add Basil Finance
1 year ago
12aac101bd
Feature/extend system message ( #2628 )
...
* Extend system message
* Update changelog
1 year ago
6a722d1bb7
Bugfix/fix get quotes in financial modeling prep service ( #2627 )
...
* Fix get quotes
* Update changelog
1 year ago
dec1d89c5c
Feature/increase timeout in data provider and enhancer health check endpoint ( #2621 )
...
* Increase timeout in health check endpoint (data enhancer and provider)
* Update changelog
1 year ago
39d1a85267
Feature/extend personal finance tools pages 20231107 ( #2618 )
...
* Add Monarch Money
* Add YNAB
* Add Allvue Systems
1 year ago
7cb86de7af
Feature/remove account type from account database model ( #2616 )
...
* Remove account type
* Update changelog
1 year ago
fcef0a72d5
Bugfix/improve handling of derived currencies ( #2604 )
...
* Improve handling of derived currencies
* Update changelog
1 year ago
e8e1bb83bf
Fix get quotes in CoinGecko service ( #2595 )
...
* Fix get quotes in CoinGecko service
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
45510702d0
Feature/add hacktoberfest 2023 debriefing blog post ( #2599 )
...
* Add blog post: Hacktoberfest 2023 Debriefing
* Update changelog
1 year ago
1b7e3a1e47
Feature/support activities import by isin for yahoo finance ( #2597 )
...
* Add support to import activities by isin
* Update changelog
1 year ago
35f98b9d2d
Bugfix/handle failing database query for account find many ( #2598 )
...
* Handle issue with account.findMany() -> where: { id: { in: [ null ] } }
* Update changelog
1 year ago
d993067e9a
Feature/extend personal finance tools pages 20231104 2 ( #2591 )
...
* Add Vyzer
* Add FinWise
1 year ago
8a523a981a
Bugfix/fix fees on account level ( #2588 )
...
* Fix fees on account level
* Update changelog
1 year ago
5272407af8
Feature/extend personal finance tools pages 20231104 ( #2587 )
...
* Introduce alias
* Add Rocket Money
* Add 8FIGURES
1 year ago
e69c7a753c
Feature/add edit exchange rate button to admin control ( #2577 )
...
* Ad edit button
* Update changelog
1 year ago
5191415b5a
Add Intuit Mint ( #2578 )
1 year ago
a704378702
Refactor interface of getQuotes() to object ( #2570 )
1 year ago
e31741f0c7
Add Capitally ( #2562 )
1 year ago
b26aa7f51d
Feature/improve duplicate check in activities import ( #2561 )
...
* Allow different accounts
* Update changelog
1 year ago
a7baad10d1
Feature/improve import of historical market data ( #2559 )
...
* Improve historical market data import
* Update changelog
1 year ago
95bc84956e
Feature/localize keywords of meta data ( #2555 )
...
* Localize keywords
* Update changelog
1 year ago
20cefaba19
Improve usability and validation in cash balance transfer ( #2552 )
...
* Improve usability and validation in cash balance transfer
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
379c651ce0
Add translation for product slogan ( #2554 )
1 year ago
e4ec5f213e
Feature/extend personal finance tools pages 20231026 ( #2547 )
...
* Improve wording (vs)
* Improve breadcrumb (vs)
* Add Beanvest
* Add Wealthica
* Update locales
1 year ago
f5ad1d2d24
Feature/set validation rule to positive number in cash balance transfer ( #2544 )
...
* Add validation rule (positive number)
* Update changelog
1 year ago
0af37ca1d7
Extend asset profile dialog form ( #2535 )
...
* Extend asset profile dialog form
* Update changelog
1 year ago
2dcc7e161c
Improve validation of activities import ( #2496 )
...
* Improve validation of activities import: expects positive values for fee, quantity and unitPrice
* Update changelog
---------
Co-authored-by: Rafael Claudio <rafacla@github.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
fa627f686f
Bugfix/fix chart for account excluded from analysis ( #2534 )
...
* Fix chart for account excluded from analysis
* Update changelog
1 year ago
cb166dcc78
Redirect to membership page ( #2527 )
1 year ago
4e7b7375a9
Feature/setup open figi ( #2526 )
...
* Setup OpenFIGI
* Update changelog
1 year ago
b8626c2086
Feature/change fees interest and search to general availability ( #2525 )
...
* Change features to general availability
* Fees on account level
* Interest on account level
* Search for a holding
* Update changelog
* Add documentation for experimental features
1 year ago
1666486940
Bugfix/trim text in i18n service ( #2520 )
...
* Trim text
* Update changelog
1 year ago
29028a81f5
Add i18n service to query XML files ( #2503 )
...
* Add i18n service to query XML files
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
74278073b3
Bugfix/fix query to get asset profiles matching data source and symbol ( #2504 )
...
* Match dataSource and symbol
* Update changelog
1 year ago
32df7620d9
Add support for creating asset profiles with MANUAL data source ( #2479 )
...
* Add support for creating asset profiles with MANUAL data source
* Refactoring
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
8492a8fed0
Upgrade simplewebauthn ( #2498 )
...
* Upgrade simplewebauthn to new major version
* Update changelog
1 year ago
30e561c06f
Feature/extend assistant with search for asset profile ( #2499 )
...
* Extend assistant with search for asset profile
* Extend search results by currency, symbol and asset sub class
* Update changelog
1 year ago
7ae49eb839
Add endpoint for account balances ( #2484 )
...
* Add endpoint for account balances
* Update changelog
---------
Co-authored-by: Pavol Kolcun <pavol.kolcun@student.tuke.sk>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
b6101c6375
Feature/import historical data ( #2448 )
...
* Import historical data for an asset
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
0ac97bd112
Transfer cash balance between accounts ( #2455 )
...
* Transfer cash balance between accounts
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
6c66033eb4
Add date to markets overview by benchmarks ( #2436 )
...
* Add date
* Update changelog
1 year ago
45f385a483
Feature/improve symbol conversion in eod historical data service ( #2457 )
...
* Improve conversion of currency symbols
* Update changelog
1 year ago
f47c7313af
Support enter key press to submit access dialog form ( #2437 )
...
* Support enter key press to submit access dialog form
* Update changelog
1 year ago
550e646079
Feature/introduce assistant ( #2451 )
...
* Introduce assistant
* Update changelog
1 year ago
37ff7acf04
Change platform control from select to autocomplete in account dialog ( #2429 )
...
* Change platform control from select to autocomplete in account dialog
* Update changelog
1 year ago
8236091477
Feature/add support for search query in portfolio position endpoint ( #2443 )
...
* Introduce search query filter
* Update changelog
1 year ago
Thomas Kaul
miles
Hey
Arshad Jamal
Francisco Silva
Cédric Meuter
Hugo Persson
gizmodus
Tanguy Herbron
underwater
Marcin Szymański
Aldrin
Lukas Möller
Ajay
Rafael
Manushreshta B L
Kevin
Pavol Kolcun
Sanjeev Sharma