42274917e0
Release 1.297.4 ( #2209 )
1 year ago
43d0b55004
Feature/upgrade to angular 16 ( #2156 )
...
* Upgrade Angular, NestJS and Nx
* Replace executor to @nx/angular:webpack-browser and @nx/angular:webpack-dev-server
* Add target for copying assets
* Improve redirection of home page
* Update changelog
1 year ago
286e41eb21
Feature/optimize import validation by reducing to unique asset profiles ( #2198 )
...
* Optimize activities validation
* Optimize data gathering in import
* Update changelog
1 year ago
d4fea075af
Feature/include unavailable data in allocations by market chart ( #2190 )
...
* Include unavailable data in allocations by market chart
* Update changelog
1 year ago
cef7fa79de
Fix total account value calculation for liabilities ( #2184 )
...
* Fix calculation
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
5fe07cb85f
Bugfix/fix value in holdings table ( #2182 )
...
* Fix missing value
* Update changelog
1 year ago
622bb8b0cf
Feature/add allocations by market chart ( #2171 )
...
* Add allocations by (advanced) market
* Fix public page
* Update changelog
1 year ago
cd67ce82fa
Feature/rename queries to presets in market data table of admin control ( #2165 )
...
* Rename queries to presets
* Update changelog
1 year ago
bdf72164b1
Feature/break down emergency fund by cash and assets ( #2159 )
...
* Break down emergency fund in cash and assets
* Update changelog
1 year ago
455a2d2e92
Refactor value to valueInBaseCurrency ( #2160 )
1 year ago
68a9a7f6f9
Feature/add queries to market data table in admin control ( #2153 )
...
* Add queries
* ETF_WITHOUT_COUNTRIES
* ETF_WITHOUT_SECTORS
* Update changelog
1 year ago
30f1a3514a
Feature/add hints to activity types in create or edit activity dialog ( #2150 )
...
* Add hints
* Update changelog
1 year ago
c25f532487
Improve product pages ( #2143 )
1 year ago
c434b730a8
Feature/hide average buy price in position detail chart if no holding ( #2133 )
...
* Hide the average buy price if no holding
* Update changelog
1 year ago
2d23c566f1
Feature/setup personal finance tools pages ( #2135 )
1 year ago
ba220eaee9
Bugfix/fix sorting by currency in activities table ( #2122 )
...
* Fix sorting by currency
* Update changelog
1 year ago
0d421e7181
Bugfix/fix adding 'Item' and 'Liability' activities ( #2119 )
...
* Fix adding activities of type item and liability
* Update changelog
1 year ago
e62da06c5c
Feature/extend scraper configuration support ( #2110 )
...
* Extend scraper configuration support
* Update changelog
1 year ago
0a465f125d
Feature/add pagination to market data table in admin control panel ( #2108 )
...
* Add pagination
* Update changelog
1 year ago
6a802a62a0
Add ability to search for indices and fix gf-symbol-autocomplete validation ( #2094 )
...
* Bugfix/Fix gf-symbol-autocomplete validation
* Feature/Add ability to search for indices
* Update changelog
1 year ago
58d9816f01
Feature/extend symbol search component by asset sub classes ( #2087 )
...
* Add asset sub classes
* Update changelog
1 year ago
a9526430c2
Improve column headers in holdings table for mobile ( #2071 )
...
* Improve column headers in holdings table for mobile
* Update changelog
1 year ago
fce3b2084e
Feature/extract symbol search to component ( #2003 ) ( #2056 )
...
* Extract symbol search to component (#2003 )
* Update changelog
1 year ago
06dfb91f82
Release 1.280.1 ( #2069 )
1 year ago
7931e6950d
Feature/add support for liabilities ( #1789 )
...
* Add support for liabilities
* Update changelog
1 year ago
04eb452e04
Add missing guards ( #2067 )
1 year ago
6077bfa754
Feature/change direction of ellipsis icon to horizontal in tables ( #2055 )
...
* Change direction of ellipsis icon to horizontal
* Update changelog
1 year ago
a53461d257
Feature/migrate currency to unit in value component ( #2043 )
...
* Migrate currency to unit
* Update locales
2 years ago
d630fb900d
Feature/add investment streaks ( #2042 )
...
* Add investment streaks
* Current streak
* Longest streak
* Add unit to value component
* Update changelog
2 years ago
ae57a188f5
Feature/improve tab navigations ( #2031 )
...
* Improve tab navigations
* Update changelog
2 years ago
206b6567fd
Feature/improve activities import dialog ( #2016 )
...
* Improve activities import dialog
* Update changelog
2 years ago
144b6b2211
Bugfix/handle undefined in decode data source ( #2013 )
...
* Handle undefined data source
* Update changelog
2 years ago
19333ab084
Fix warnings ( #2011 )
2 years ago
b3baeb8a5d
Feature/support case insensitive names in portfolio proportion chart ( #2004 )
...
* Sum up case insensitive names
* Update changelog
2 years ago
215f5eafa6
Feature/set asset profile as benchmark ( #2002 )
...
* Set asset profile as benchmark
* Update changelog
Co-authored-by: Arghya Ghosh <arghyag5@gmail.com>
2 years ago
86296b3591
Feature/improve local number formatting in value component ( #1992 )
...
* Improve local number formatting
* Update changelog
2 years ago
4d700e3b83
Feature/add error message if importing duplicates ( #1984 )
...
* Add error messages if import include duplicates
* Update changelog
2 years ago
19e6df4fb2
Fix exception ( #1979 )
2 years ago
7fc3fff431
Bugfix/fix storybook setup ( #1976 )
...
* Fix Storybook setup
* Update changelog
2 years ago
edd690850c
Feature/setup open startup page ( #1967 )
...
* Setup Open Startup page
* Update changelog
2 years ago
9c30139b86
FIX #1951 : select checkbox state fix for duplicates ( #1958 )
...
* FIX #1951 : select checkbox state fix for duplicates
* Update changelog
2 years ago
7d6a74a67d
Feature/improve check for duplicates in import #1932 ( #1940 )
...
* Improve check for duplicates in import
* Update changelog
2 years ago
32c1e6b390
Feature/upgrade to nx 16.0 ( #1943 )
...
* Upgrade to Nx 16.0
* Update changelog
2 years ago
e1892d2870
Feature/platform management ( #1922 )
...
* Added platform management to admin control panel
* Update changelog
2 years ago
e3c9316486
Feature/improve tooltip of portfolio proportion chart ( #1919 )
...
* Hide title
* Update changelog
2 years ago
15c96a9757
Feature/add allocations by platform chart ( #1915 )
...
* Add allocations by platform
* Update changelog
2 years ago
1ca3792a4b
Feature/clean up initial values from x ray ( #1914 )
...
* Clean up initial (original) values from X-Ray
* Refactor current to valueInBaseCurrency
* Update changelog
2 years ago
f4c748f67a
Feature/extend support for impersonation mode ( #1898 )
...
* Support impersonation of all users for local development
* Update changelog
2 years ago
67e758365f
feature: allow to delete all activities of a user ( #1880 )
...
* Allow to delete all activities of a user
* Update changelog
2 years ago
3daf55a0dd
Bugfix/remove sort header in comment column of activities table ( #1883 )
...
* Remove sort header
* Update changelog
2 years ago
aafedd5f75
Feature/increase robustness if live data is missing ( #1884 )
...
* Continuously persist today's market data
* Add fallback to historical market data if data provider does not provide live data
* Update changelog
2 years ago
32956ae04c
Fix: performance column header alignment ( #1881 )
...
* Fix: performance column header alignment
* Update changelog
2 years ago
5eff8402db
Release/1.258.0 ( #1878 )
...
* Release 1.258.0
* Introduce data source mapping
* Update changelog
2 years ago
654446f068
Feature/improve handling of jobs ( #1864 )
...
* Improve handling of jobs
* Remove jobs on complete
* Refactor jobs removal
* Update changelog
2 years ago
1b7b082003
Feature/migrate various components to angular material 15 ( #1836 )
...
* Migrate components to Angular Material 15
* Update changelog
2 years ago
52e7a7886d
Feature/migrate libs components to angular material 15 ( #1833 )
...
* Migrate to Angular Material 15
* Update changelog
2 years ago
36298b217e
Feature/improve tick abbreviation function ( #1828 )
...
* Keep the value if value smaller than 1000
* Update changelog
2 years ago
9bce57894e
Feature/increase historical market data gathering to 10 years ( #1830 )
...
* Increase historical market data gathering of currency pairs to 10+ years
* Update changelog
2 years ago
a5f833c612
Feature/upgrade angular and nx 20230405 ( #1826 )
...
* Upgrade angular and Nx
* Update changelog
2 years ago
864f585efa
Release/1.250.0 ( #1821 )
2 years ago
6d56146054
Feature/add support for multiple subscription offers ( #1818 )
...
* Setup for multiple subscription offers
* Update changelog
2 years ago
1f3511368a
Feature/always show label in value component ( #1812 )
...
* Always show label while loading
* Update changelog
2 years ago
b37df2c84f
Bugfix/fix algebraic sign in value component ( #1811 )
...
* Fix algebraic sign by resetting member variables
* Update changelog
2 years ago
c45df20d88
Sort imports ( #1797 )
2 years ago
5db2faa17d
Bugfix/fix border color in fire calculator ( #1792 )
...
* Fix border color
* Update changelog
2 years ago
3af8be89e3
Feature/improve usability of fire calculator ( #1779 )
...
* Improve usability
* Add debounce
* Persist annualInterestRate
* Partially disable date picker
* Update changelog
2 years ago
fce9e7fb0c
Feature/extend fire calculator by retirement date ( #1748 )
...
* Extend fire calculator by retirement date
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
6301c0c21c
Clean up ( #1767 )
2 years ago
1e42d6bffa
Feature/harmonize axis style of charts ( #1768 )
...
* Harmonize axis style
* Update changelog
2 years ago
cc6320acfd
Feature/simplify database seeding ( #1763 )
...
* Simplify database seeding
* Update documentation
* Update changelog
2 years ago
261a0fb0b9
Refactor AuthInterceptor ( #1764 )
...
* Refactor AuthInterceptor
* Refactor JwtStrategy
2 years ago
897e941e7a
Feature/add data provider info to position ( #1730 )
...
* Add data provider info
* Update changelog
2 years ago
1ffa831c5c
Feature/improve style of symbol search results ( #1728 )
...
* Improve style
* Update changelog
2 years ago
bf2de5d572
Feature/add support to pricing page ( #1723 )
...
* Add support
* Update changelog
2 years ago
2b4a1dc480
Bugfix/fix issue with exact matches in activities filter ( #1724 )
...
* Fix issue with exact match
* Update changelog
2 years ago
ce022c024f
Feature/upgrade nx to version 15.7.2 ( #1721 )
...
* Upgrade Angular and Nx
* Update changelog
2 years ago
bfa32537a8
Feature/improve usability of import activities action ( #1695 )
...
* Improve usability of import activities action
* Update changelog
2 years ago
de76b0d8c3
Feature/add data import and export to pricing page ( #1697 )
...
* Add data import and export
* Update changelog
2 years ago
436f791fa4
Feature/upgrade chart.js to version 4.2.0 ( #1567 )
...
* Upgrade chart.js to version 4.2.0
* Update changelog
2 years ago
75d140b436
Harmonize file name ( #1662 )
2 years ago
a79f31b006
Feature/add accounts import export ( #1635 )
...
* Add accounts to activities export
* Add logic for importing accounts
* Update changelog
2 years ago
45cfd61dbb
Feature/improve styling in admin control panel ( #1665 )
...
* Improve styling
* Update changelog
2 years ago
1b2f8e5586
Feature/extend analytics by country ( #1661 )
...
* Extend analytics by country
* Fix Upgrade Plan button of subscription interstitial
* Update changelog
2 years ago
0000317041
Upgrade Nx and Angular ( #1646 )
...
* Upgrade Nx and Angular
* Update changelog
* Feature/eliminate angular material css vars (#1648 )
* Eliminate angular-material-css-vars
* Update changelog
2 years ago
f7597c213d
Feature/add dividend and fees to position detail dialog ( #1643 )
...
* Add dividend and fees to position detail dialog
* Update changelog
2 years ago
6aae0cc1e4
Bugfix/fix issue with value in value redaction interceptor ( #1627 )
...
* Fix issue with value in value redaction interceptor
* Fix format of world map
* Update changelog
2 years ago
5d8a50a80d
Feature/add interstitial for subscription ( #1637 )
...
* Add interstitial
* Improve pricing page
* Update changelog
2 years ago
271001f523
Feature/remove toggle on allocations page ( #1620 )
...
* Rename allocationCurrent, remove allocationInvestment
* Update changelog
2 years ago
7fa6eda45d
Feature/remove emergency fund as asset class ( #1615 )
...
* Remove emergency fund as asset class
* Update changelog
2 years ago
2beceb36cf
Overriding tooltip title for graphs where grouping is defined ( #1605 )
...
* Overriding tooltip title for graphs where grouping is defined
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
0878941c4f
Feature/support translated tags ( #1600 )
...
* Support translated tags
* Update changelog
2 years ago
69a9e77820
Feature/improve logo alignment ( #1599 )
...
* Improve logo alignment
* Update changelog
2 years ago
90a7a84ac5
Feature/add global heat map to landing page ( #1584 )
...
* Add global heat map
* Update changelog
2 years ago
f3c8ec27cb
Feature/improve deprecated sass imports ( #1581 )
...
* Improve deprecated Sass imports
* Update changelog
2 years ago
a850e8ca22
Import dividend ( #1560 )
...
* Import dividend
* Update changelog
2 years ago
925d38703e
Feature/add group by year option on analysis page ( #1568 )
...
* Add group by year option
2 years ago
b17111e6f1
Feature/setup fr ( #1571 )
...
* Setup fr
* Update changelog
2 years ago
c4765e31cd
Feature/setup pt ( #1439 )
...
* Setup pt
* Update changelog
2 years ago
eb4d088a80
Feature/optimize page title for mobile ( #1564 )
...
* Optimize page title for mobile
* Update changelog
2 years ago
8818e09be8
Feature/add prefix to coupon codes ( #1562 )
...
* Add prefix
* Update changelog
2 years ago
dd7a6f1562
Bugfix/fix i18n for account type ( #1554 )
...
* Translate account type
* Update changelog
2 years ago
d545e4877c
Feature/improve activities import by preview step ( #1540 )
...
* Improve activities import
* Update changelog
2 years ago
1918dee9c5
Format code
2 years ago
a08610b603
Feature/improve activities import ( #1531 )
2 years ago
b56111ae85
Feature/add dry run to import api endpoint ( #1526 )
...
* Add dry run to import API endpoint
* Update changelog
2 years ago
c38ebec3be
Feature/add name to activities table ( #1516 )
...
* Add name to symbol column
* Update changelog
2 years ago
2b8ab26e7e
Feature/combine name and symbol column in holdings table ( #1514 )
...
* Combine name and symbol column
* Update changelog
2 years ago
616d168a7c
Feature/add signup permission ( #1512 )
...
* Added support to disable user sign up in the admin control panel
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
e87b93f19c
Feature/add logo endpoint ( #1506 )
...
* Add logo endpoint
* Update changelog
2 years ago
49dcade964
Feature/add date of first activity to holdings ( #1505 )
...
* Add date of first activity
* Update changelog
2 years ago
7cd65eed39
Feature/improve asset profile details dialog ( #1504 )
...
* Improve asset profile details dialog
* Update changelog
2 years ago
a51b210f79
Feature/upgrade chart.js to version 4.0.1 ( #1503 )
...
* Upgrade chart.js to version 4.0.1 (including plugins)
* Migrate border attributes
* Update changelog
2 years ago
3a78d6c3f1
Feature/add dividend timeline ( #1498 )
...
* Add dividend timeline
* Update changelog
Co-Authored-By: João Pereira <joao@jpereira.me>
2 years ago
d5e3ff5717
Add locale ( #1500 )
2 years ago
50f6d154e5
Feature/extend sorting in tables ( #1491 )
...
* Extend sorting
* Update changelog
2 years ago
b5b7af7741
Feature/improve asset profile management ( #1485 )
...
* Improve asset profile management (Add note, fix filter)
* Update changelog
2 years ago
3611684f17
Feature/extend asset profile details dialog ( #1469 )
...
* Extend asset profile details dialog
* Update changelog
2 years ago
b0d708fb82
Feature/change activities icons ( #1463 )
...
* Improve icons
* Update changelog
2 years ago
31c949f9d2
Feature/upgrade nx to version 15.0.13 ( #1442 )
...
* Upgrade Nx to version 15.0.13
* Update changelog
2 years ago
901c997908
Add pagination to activities table ( #1404 )
...
* Add pagination to activities table
2 years ago
64a7d38ff9
Add more translations ( #1394 )
2 years ago
68d0d39161
Feature/translate asset and asset sub classes ( #1393 )
...
* Translate asset and asset sub classes
* Update changelog
2 years ago
8fd1fbd44a
Feature/upgrade nx to version 15 ( #1375 )
...
* Upgrade to Nx 15
* Update changelog
2 years ago
0fb33ae71c
Feature/migrate angular.json to project.json ( #1374 )
...
* Migrate angular.json to project.json
* Update changelog
2 years ago
eac52a215b
Feature/refactor appearance to color scheme ( #1364 )
...
* Refactor appearance to colorScheme
* Update changelog
2 years ago
a65424aafa
Feature/add total amount chart to investment timeline ( #1344 )
...
* Add total amount chart
* Update changelog
2 years ago
ccb8c86596
Feature/minor improvements in chart components ( #1353 )
...
* Move y axis to the right
* Update changelog
2 years ago
246de7aa86
Consider current month in FIRE calculation ( #1349 )
2 years ago
538c8947cd
Feature/rename data source from rakuten to rapid api ( #1350 )
...
* Rename Rakuten to Rapid API
* Update changelog
2 years ago
a8e096f9ac
Feature/minor improvements for appearance selector ( #1345 )
...
* Improve appearance selector
* Update changelog
2 years ago
8e577592f6
Fix issue with $localize in storybook ( #1343 )
2 years ago
c896bf9199
Add appearance option in settings ( #1342 )
...
* Add appearance option in settings
2 years ago
8f3a9bdfbb
Feature/refactor animation configuration ( #1337 )
...
* Refactor animation configuration
* Update changelog
2 years ago
44dfd2bd48
Add animation to line chart ( #1328 )
2 years ago
3f85c327f5
Bugfix/fix text truncation in value component ( #1330 )
...
* Fix text truncation
* Update changelog
2 years ago
8d3954304e
Feature/add statistics section to landing page ( #1306 )
...
* Add pulls on Docker Hub to statistics
* Add statistics to landing page
* Update changelog
2 years ago
e3916e1ba3
Feature/setup espanol ( #1293 )
...
* Setup Español
* Update changelog
2 years ago
3006c21b12
Add dutch translation ( #1291 )
...
* Add dutch translation
2 years ago
f01a3f893d
Exclude accounts ( #1289 )
...
* Exclude accounts
* Update changelog
2 years ago
7667af059c
Feature/combine performance and chart calculation ( #1285 )
...
* Combine performance and chart calculation endpoints
* Update changelog
2 years ago
862f670ccf
Feature/setup italiano ( #1276 )
...
* Setup italiano
* Update changelog
2 years ago
b1b5689242
Feature/improve performance of chart calculation ( #1271 )
...
* Improve performance chart calculation
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Improve chart tooltip of benchmark comparator
* Update changelog
Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
2 years ago
d4c3a9d1e8
Feature/add percentage visualization of the current filter ( #1268 )
...
* Add percentage visualization of the active filter
* Update changelog
2 years ago
e320aa91f7
Feature/simplify benchmark configuration ( #1248 )
...
* Simplify benchmark configuration
* Update changelog
2 years ago
4f8fe83a16
Feature/clean up user database schema ( #1242 )
...
* Clean up user database schema
* Update changelog
2 years ago
aece76d98f
Feature/add date range component to benchmark comparator ( #1240 )
...
* Add date range component
* Update changelog
2 years ago
fc4bb71184
Feature/migrate date range setting to user settings ( #1239 )
...
* Migrate date range to user settings
* Refactor currency and view mode in the user user settings
* Update changelog
2 years ago
376ce88492
Bugfix/fix benchmark chart ( #1236 )
...
* Fix benchmark chart
* Distinguish between currency and unit in tooltip
* Update changelog
2 years ago
3ad99c9991
Add data management ( #1230 )
...
* Add data management for benchmarks
2 years ago
75d61bff6d
Setup benchmark comparator
2 years ago
Thomas Kaul
Hugo Persson
Arghya Ghosh
Francisco Silva
Visrut
FabioAzevedo0619
Robbert Coeckelbergh
Yash Solanki
Martin Vandenbussche
gobdevel
Logan Arnett
Mitchell