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689 Commits

Author SHA1 Message Date
Thomas Kaul
2a854e2574
Various improvements (#807) 2022-04-06 21:21:53 +02:00
Thomas Kaul
204c7360c3
Feature/prepare for localized date format (#803) 
* Support localized date and number format

* Update changelog
 2022-04-05 21:02:07 +02:00
Thomas Kaul
fa79196278
Feature/display values in base currency on mobile (#796) 
* Display values in base currency on mobile

* Update changelog
 2022-04-02 19:28:32 +02:00
Thomas Kaul
1214127ec0
Feature/rename orders to activities in import and export (#786) 
* Rename orders to activities

* Update changelog
 2022-04-02 10:26:17 +02:00
Thomas Kaul
eb77652d6a
Clean up import (#784) 2022-04-02 08:03:17 +02:00
Thomas Kaul
b4848be914
Feature/add developed vs emerging markets calculation (#767) 
* Add allocations by market

* Update changelog
 2022-03-26 13:11:30 +01:00
Thomas Kaul
e769fabbae
Feature/add multilines to tooltips in proportion chart (#753) 
* Introduce multilines for tooltips

* Update changelog
 2022-03-13 21:39:06 +01:00
Thomas Kaul
7b6893b5ed
Feature/add support for emergency fund (#749) 
* Add support for emergency fund

* Update changelog
 2022-03-12 13:44:47 +01:00
Thomas Kaul
99655604d9
Feature/add support for coupon duration (#743) 
* Add support for coupon duration

* Update changelog
 2022-03-06 12:26:04 +01:00
Thomas Kaul
c216ab1d76
Eliminate data source from order model (#730) 
* Eliminate currency, data source and symbol from order model

* Remove prefix for symbols with data source GHOSTFOLIO

* Update changelog
 2022-03-05 11:07:27 +01:00
Thomas Kaul
86acbf06f4
Feature/add data provider errors to api response (#738) 
* Add data provider error details

* Update changelog
 2022-03-05 11:00:02 +01:00
Thomas Kaul
3de7d3f60e
Bugfix/improve account calculations (#737) 
* Improve account calculations

* Update changelog
 2022-03-04 21:31:31 +01:00
Thomas Kaul
b3e58d182a
Feature/add support for click in portfolio proportion chart (#729) 
* Add support for click

* Update changelog
 2022-02-28 21:35:52 +01:00
Thomas Kaul
1dd670a7c3
Feature/improve labels in portfolio proportion chart (#720) 
* Improve labels for OTHER and UNKNOWN

* Update changelog
 2022-02-22 21:12:02 +01:00
Thomas Kaul
dced06ebb5
Bugfix/improve allocations (#710) 
* Fix allocations by account for non-unique account names

* Refactor calculations with big.js

* Update changelog
 2022-02-19 18:41:12 +01:00
Thomas Kaul
280030ae7f
Feature/add twitter bot for fear and greed index (#702) 
* Add twitter bot for fear and greed index

* Update changelog
 2022-02-16 21:17:11 +01:00
Thomas Kaul
20356f6931
Bugfix/fix max items attribute (#698) 
* Fix maxItems

* Update changelog
 2022-02-15 09:36:55 +01:00
Thomas Kaul
fa66cd5bce
Feature/add countries and sectors to position detail dialog (#692) 
* Add asset and asset sub class

* Add countries and sectors to position detail dialog

* Update changelog
 2022-02-12 11:22:03 +01:00
Thomas Kaul
76f70598e2
Feature/add support for wealth items (#666) 
* Add support for wealth items

* Update changelog
 2022-02-10 09:39:10 +01:00
Thomas Kaul
6ac693dd39
Feature/improve position of currency column (#685) 
* Move position of currency column

* Update changelog
 2022-02-09 09:25:22 +01:00
Thomas Kaul
16f0743353
Bugfix/fix total value of activities table (#680) 
* Fix total value (absolute value)

* Update changelog
 2022-02-06 17:14:04 +01:00
Thomas Kaul
e625e55784
Move currency column (#678) 2022-02-06 15:46:14 +01:00
Thomas Kaul
bed3e5aae2
Bugfix/fix horizontal overflow in activities table (#676) 
* Fix horizontal overflow in tables

* Update changelog
 2022-02-06 15:45:39 +01:00
Thomas Kaul
48b524de5a
Feature/add export functionality to position detail dialog (#672) 
* Add export functionality to the position detail dialog

* Respect filters in activities export

* Update changelog
 2022-02-05 20:26:10 +01:00
Thomas Kaul
161cb82820
Bugfix/fix data source of fear and greed index (#663) 
* Encode data source

* Update changelog
 2022-02-02 20:07:33 +01:00
Thomas Kaul
b8ad6d6662
Feature/improve import (#657) 
* Improve import

* Update changelog

Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>
 2022-02-01 19:12:00 +01:00
Thomas Kaul
62885ea890
Feature/improve consistent use of symbol with data source (#656) 
* Improve the consistent use of symbol with dataSource

* Update changelog
 2022-01-29 16:51:37 +01:00
Thomas Kaul
5d3bbb8f30
Feature/improve annualized performance (#651) 
* Improve annualized performance calculation

* Update changelog
 2022-01-27 20:56:20 +01:00
Thomas Kaul
ca64492e77
Bugfix/fix styling in activities table footer (#648) 
* Fix styling

* Update changelog
 2022-01-24 20:12:54 +01:00
Thomas Kaul
9c086edffe
Feature/extend historical data view in admin control (#646) 
* Extend market data view

* Update changelog
 2022-01-23 17:02:12 +01:00
Thomas Kaul
585f99e4df
Feature/add summary row to activities table (#645) 
* Add summary row to activities table

* Update changelog
 2022-01-23 11:39:30 +01:00
Thomas Kaul
b2b3fde80e
Bugfix/support multiple accounts with the same name (#623) 
* Support multiple accounts with the same name

* Update changelog
 2022-01-10 21:23:47 +01:00
Thomas Kaul
e54638a684
Feature/improve analysis page (#609) 
* Improve analysis page (show y-axis, extend chart in relation to days in market)

* Update changelog
 2022-01-01 12:09:49 +01:00
Thomas Kaul
cebf879d67
Feature/refactor demo user (#604) 
* Refactor demo user id

* Update changelog
 2021-12-31 09:52:03 +01:00
Thomas Kaul
b291d9e031
Feature/refactor transactions to activities table (#600) 
* Refactor transactions to activities table with attributes and routes

* Update changelog
 2021-12-30 18:56:51 +01:00
Thomas Kaul
6dcd801d05
Feature/extend statistics section with users in slack community (#596) 
* Extend statistics with users in Slack community

* Update changelog
 2021-12-29 18:38:55 +01:00
Thomas Kaul
77065dac50
Feature/add date range selector to holdings tab (#595) 
* Add date range selector to holdings tab

* Update changelog
 2021-12-29 18:14:24 +01:00
Thomas Kaul
9e1a7fc981
Feature/dividend (#547) 
* Add dividend to order type

* Support dividend in transactions table

* Support dividend in transaction dialog

* Extend import file with dividend

* Add dividend to portfolio summary

* Update changelog

Co-authored-by: Fly Man <fly.man.opensim@gmail.com>
 2021-12-28 21:12:12 +01:00
Thomas Kaul
db1d474ddf
Feature/more discreet data provider warning (#589) 
* Upgrade http-status-codes to version 2.2.0

* Make the data provider warning more discreet

* Update changelog
 2021-12-27 12:14:41 +01:00
Thomas Kaul
e518bc3779
Feature/clean up all time high and low from performance endpoint (#551) 
* Remove isAllTimeHigh / isAllTimeLow

* Update changelog
 2021-12-18 09:20:42 +01:00
Thomas Kaul
7d3f1832b4
Feature/upgrade nx and storybook dependencies (#531) 
* Upgrade dependencies
  * nx
  * storybook

* Update changelog
 2021-12-10 19:50:46 +01:00
Thomas Kaul
78e0fdb0ca
Add coupon system (#529) 
* Add coupon system

* Update changelog
 2021-12-09 21:14:44 +01:00
Thomas Kaul
d09cad4e05
Feature/read only mode (#520) 
* Setup read only mode and update permissions dynamically

* Update changelog
 2021-12-07 20:24:15 +01:00
Thomas Kaul
4d9a223491
Feature/add system message (#519) 
* Add system message

* Update changelog
 2021-12-06 20:51:38 +01:00
Thomas Kaul
1beb4de62f
Feature/support additional currencies (#517) 
* Support additional currencies

* Update changelog
 2021-12-04 21:05:11 +01:00
Thomas Kaul
3e82de6b21
Feature/add historical data chart of fear and greed index (#515) 
* Add historical data chart of market mood

* Update changelog
 2021-12-04 11:49:00 +01:00
Thomas Kaul
49f46e1a1e
Bugfix/improve allocations by currency with cash balances (#508) 
* Improve allocations by currency in combination with cash balances

* Update changelog
 2021-12-02 21:53:38 +01:00
Thomas Kaul
4908e6d35d
Bugfix/fix data gathering of fear and greed index (#505) 
* Fix data gathering of fear and greed index

* Update changelog
 2021-12-01 21:18:46 +01:00
Thomas Kaul
1f042ee791
Feature/eliminate redundant storage of historical exchange rates (#500) 
* Eliminate redundant storage of historical exchange rates

* Clean up experimental API

* Update changelog
 2021-11-29 21:08:58 +01:00
Thomas Kaul
6c07759eb7
Feature/add market data tab to admin control panel (#497) 
* Add market data tab

* Update changelog
 2021-11-28 19:46:34 +01:00