Thomas Kaul
44f6efd427
Feature/extend personal finance tools 20250323 ( #4478 )
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* Add Asseta
* Add Danti
2025-03-24 20:49:24 +01:00
csehatt741
4842c347a9
Feature/generate new security token for user via admin control panel ( #4458 )
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* Generate new security token for user via admin control panel
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-03-22 10:56:01 +01:00
Sayed Murtadha Ahmed
6c624fefc9
Feature/eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component ( #4462 )
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* Eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component
* Update changelog
2025-03-22 10:21:28 +01:00
Ronnie Alsop
a9c3224856
Feature/add endpoint to localize site.webmanifest ( #4450 )
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* Add endpoint to localize site.webmanifest
* Refactor rootUrl
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-03-22 09:36:45 +01:00
Thomas Kaul
4db8c007f0
Bugfix/fix activities import with account balances ( #4446 )
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* Fix import with account balances
* Update changelog
2025-03-17 22:27:22 +01:00
Thomas Kaul
b90e3076d0
Feature/remove exchange rates from admin control overview ( #4439 )
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* Remove exchange rates
* Update changelog
2025-03-15 18:25:15 +01:00
Ken Tandrian
1917c17cf9
Bugfix/fix issue with serving Storybook related to contentSecurityPolicy ( #4437 )
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* Fix issue with serving Storybook related to contentSecurityPolicy
* Update changelog
2025-03-15 11:57:01 +01:00
Thomas Kaul
70cd1a89b5
Feature/extend Ghostfolio data provider ( #4420 )
...
* Extend Ghostfolio data provider
2025-03-10 20:45:41 +01:00
csehatt741
cb1f488eb4
Feature/extend export by account balances ( #4390 )
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* Extend export by account balances
* Update changelog
2025-03-09 10:56:39 +01:00
csehatt741
589eefaa76
Feature/extend AI prompt API by mode ( #4395 )
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* Extend AI prompt API by mode
* Update changelog
2025-03-07 19:48:52 +01:00
Thomas Kaul
b260c4f450
Feature/extend personal finance tools 20250306 ( #4406 )
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* Extend personal finance tools
* CoinStats
* Fincake
* Koinly
* Nansen
* Simply Wall St
* Tradervue
2025-03-07 19:48:03 +01:00
csehatt741
3a09996ca1
Bugfix/fix functionality to delete asset profile of custom currency ( #4354 )
...
* Fix functionality to delete asset profile of custom currency
* Update changelog
2025-03-05 20:25:32 +01:00
csehatt741
035306d4d8
Feature/add createdAt to snapshot and public portfolio endpoint response ( #4350 )
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* Add createdAt to snapshot and public portfolio endpoint response
* Update changelog
---------
Co-authored-by: Verbindolai <nikolaiwieczorek@web.de>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-02-28 21:00:02 +01:00
Sayed Murtadha Ahmed
2f35f7225f
Feature/extend export by platforms ( #4360 )
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* Extend export by platforms
* Update changelog
2025-02-27 20:59:12 +01:00
csehatt741
634bdf16d6
Feature/extend portfolio snapshot by activities count ( #4352 )
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* Extend portfolio snapshot by activities count
* Update changelog
2025-02-24 21:54:53 +01:00
Shaunak Das
7577a452f0
Feature/add activities count to GET user endpoint ( #4351 )
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* Add activities count to GET user endpoint
* Update changelog
2025-02-23 08:50:59 +01:00
Sayed Murtadha Ahmed
05b0728b2a
Feature/extend export by tags ( #4337 )
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* Extend export by tags
* Update changelog
2025-02-22 09:20:39 +01:00
Ken Tandrian
ec8fce44a6
Feature/allow creating custom tags from holding detail dialog component ( #4308 )
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* Allow creating custom tags from holding detail dialog component
* Extend create tag endpoint
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-02-15 08:48:53 +01:00
Shaunak Das
ece8c80aa1
Feature/regional market cluster risk for Asia-Pacific ( #4313 )
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* Add regional market cluster risk for Asia-Pacific
* Update changelog
2025-02-12 21:18:35 +01:00
Shaunak Das
b616274380
Feature/add regional market cluster risk for Japan ( #4309 )
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* Add regional market cluster risk for Japan
* Update changelog
2025-02-11 21:17:30 +01:00
Thomas Kaul
a8d353f29d
Feature/extend personal finance tools 20250208 ( #4297 )
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* Add Fey
2025-02-08 09:54:34 +01:00
Shaunak Das
dee612b2a2
Feature/add regional market cluster risk for emerging markets ( #4291 )
...
* Add regional market cluster risk for emerging markets
* Update changelog
2025-02-07 18:08:14 +01:00
Shaunak Das
06298089db
Feature/add regional market cluster risk rule for Europe ( #4271 )
...
* Add regional market cluster risk rule for Europe
* Update changelog
2025-02-04 19:58:50 +01:00
Shaunak Das
8bd869e1b2
Feature/add regional market cluster risk for north america ( #4240 )
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* Add regional market cluster risk for north america
* Update changelog
2025-01-30 22:41:13 +01:00
Thomas Kaul
4cb4375514
Bugfix/fix issue with holdings and sectors while using symbol profile overrides ( #4234 )
...
* Fix issue with holdings and sectors while using symbol profile overrides
* Update changelog
2025-01-24 19:47:50 +01:00
Guillermo Tomás Fernández Martín
512b84016c
Bugfix/fix issue with detection of thousand separator by locale ( #4243 )
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* Fix issue with detection of thousand separator by locale
* Update changelog
2025-01-24 19:39:24 +01:00
Ken Tandrian
75f34101b8
Feature/switch to ESLint flat config format ( #4203 )
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* Switch to ESLint flat config format
* Update changelog
2025-01-18 10:41:16 +01:00
Serhii Serdiuk
9fe19868b9
Feature/set up language localization for Ukrainian ( #4190 )
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* Set up language localization for Ukrainian
* Update changelog
2025-01-15 19:55:03 +01:00
Thomas Kaul
d7171b9221
Feature/extend promotion system by label ( #4181 )
...
* Extend promotion system by label
2025-01-12 11:35:17 +01:00
Thomas Kaul
8c7cb78c0b
Feature/add copy AI prompt to clipboard action to analysis page ( #4176 )
...
* Add copy AI prompt to clipboard action
* Update changelog
2025-01-08 19:55:23 +01:00
Thomas Kaul
c9047e7c17
Feature/add user interface for received access ( #4146 )
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* Add user interface for received access
* Update changelog
2024-12-27 10:12:45 +01:00
Thomas Kaul
bb04a3a74f
Feature/extend personal finance tools 20241222 ( #4136 )
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* Morningstar® Portfolio Manager
* Stock Rover
* Wealthbrain
2024-12-25 09:50:09 +01:00
Thomas Kaul
6ee6121317
Feature/set up asset class cluster risk x-ray rule ( #4128 )
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* Set up Asset Class Cluster Risk rule (equity)
* Set up Asset Class Cluster Risk rule (fixed income)
* Update changelog
2024-12-17 20:33:57 +01:00
Thomas Kaul
c3bd433ac9
Feature/move market data management from admin to dedicated endpoint ( #4125 )
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* Move market data management from admin to dedicated endpoint
* Update changelog
2024-12-15 20:18:42 +01:00
Thomas Kaul
801030ce64
Feature/upgrade internationalized number to version 3.6.0 ( #4112 )
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* Upgrade @internationalized/number to version 3.6.0
* Refactoring
* Update changelog
2024-12-10 14:37:44 +01:00
Thomas Kaul
0841f8bd5b
Bugfix/fix exception in portfolio calculator ( #4113 )
...
* Fix exception in portfolio calculator
* Update changelog
2024-12-08 18:57:22 +01:00
Thomas Kaul
291be3e605
Feature/extend X-ray page by summary ( #4107 )
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* Add summary to X-ray page
* Update changelog
2024-12-08 08:05:08 +01:00
Thomas Kaul
13582afd93
Feature/Setup API keys for Ghostfolio data provider ( #4093 )
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* Setup API keys for Ghostfolio data provider
2024-12-07 15:13:12 +01:00
Thomas Kaul
3194ed2145
Feature/improve usability of Ghostfolio data provider ( #4086 )
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* Improve usability
2024-11-30 17:30:49 +01:00
Thomas Kaul
2067e8ea40
Feature/add support for dividends in Ghostfolio data provider ( #4081 )
...
* Add support for dividends
2024-11-30 11:49:24 +01:00
Thomas Kaul
fc7e350cf7
Feature/extend users table of admin control panel ( #4076 )
...
* Extend users table
* Update changelog
2024-11-27 08:10:20 +01:00
Thomas Kaul
5f98dfa5d6
Feature/set up Ghostfolio data provider ( #4016 )
...
* Set up Ghostfolio data provider
* Update translations
* Update changelog
2024-11-24 19:49:08 +01:00
Jory Hogeveen
707c77f0cf
Feature/extend allocations by ETF holding with parent ETFs ( #4044 )
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* Extend allocations by ETF holding with parent ETFs
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-11-23 10:25:07 +01:00
QURBAN AHMAD
6d440eb777
Feature/add count to admin user endpoint response ( #4058 )
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* Add count to admin user endpoint response
* Update changelog
2024-11-20 20:20:11 +01:00
Amandee Ellawala
6057794eb6
Feature/extend assistant by holding selector ( #4031 )
...
* Extend assistant by holding selector
* Update changelog
2024-11-10 10:29:43 +01:00
Thomas Kaul
93001b68ad
Feature/introduce lookup response interface ( #4019 )
...
* Introduce lookup response interface
* Refactor lookup item interface
2024-11-03 19:58:19 +01:00
Thomas Kaul
5f56812125
Feature/extend promotion system ( #4008 )
...
* Extend promotion system
2024-11-02 13:44:57 +01:00
Thomas Kaul
5de176a7ef
Feature/rename allocation cluster risk x ray rule ( #3994 )
...
* Rename Allocation Cluster Risk to Economic Market Cluster Risk
* Update changelog
2024-10-28 20:03:37 +01:00
dw-0
6a10b932b0
Feature/Switch consistent-type-assertions eslint rule from warn to error ( #3982 )
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* Switch consistent-type-assertions eslint rule from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2024-10-26 11:07:48 +02:00
Thomas Kaul
4104fb2f8f
Feature/Improve subscription service ( #3989 )
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* Various improvements
2024-10-26 10:29:04 +02:00
