Thomas Kaul
85cc72627b
Feature/add user id to tag database schema ( #3837 )
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* Add user id to tag database schema
* Update changelog
2024-09-28 20:42:25 +02:00
Thomas Kaul
df9a0ec35a
Feature/support bonds in import dividend dialog ( #3775 )
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* Support bonds
* Update changelog
2024-09-17 19:36:48 +02:00
Thomas Kaul
a6d9f5dd69
Bugfix/load data once on portfolio activities page ( #3726 )
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* Fetch activities only once
* Update changelog
2024-09-03 19:24:14 +02:00
Thomas Kaul
7db7eeecf2
Bugfix/fix view mode toggle of holdings tab ( #3698 )
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* Fix view mode toggle
* Update changelog
2024-08-25 10:13:03 +02:00
Bastien Jeannelle
2b212078b8
Feature/add support to deactivate x-ray rules ( #3537 )
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* Add support to deactivate X-ray rules
* Update changelog
2024-08-21 19:38:37 +02:00
Thomas Kaul
9246a73f41
Feature/refactor dark theme css selector ( #3662 )
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* Refactor dark theme CSS selector
* Update changelog
2024-08-11 15:43:02 +02:00
Thomas Kaul
c34959896c
Feature/improve color assignment with annualized performance in treemap chart ( #3657 )
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* Improve color assignment
* Update changelog
2024-08-10 09:01:28 +02:00
Thomas Kaul
e85cc0fcfc
Feature/clone or edit activity from account detail dialog ( #3647 )
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* Clone or edit activity from holding detail dialog
* Update changelog
2024-08-07 20:45:46 +02:00
Thomas Kaul
dc1948016f
Feature/clone or edit activity from holding detail dialog ( #3644 )
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* Clone or edit activity from holding detail dialog
* Update changelog
2024-08-07 20:45:03 +02:00
Thomas Kaul
41f5801b5e
Feature/refactor unique asset type to asset profile identifier ( #3636 )
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* Refactoring
2024-08-04 08:27:05 +02:00
Thomas Kaul
aef650753e
Feature/clean up activities page ( #3635 )
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* Clean up
2024-08-04 08:18:54 +02:00
Thomas Kaul
8f6203d296
Feature/manage tags of holdings ( #3630 )
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* Manage tags of holdings
* Update changelog
2024-08-03 15:46:01 +02:00
Thomas Kaul
601e6f4147
Feature/improve account selector of create or update activity dialog ( #3607 )
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* Improve empty value of account selector
* Update changelog
2024-07-25 19:39:07 +02:00
Thomas Kaul
1c9805bb96
Feature/improve allocations by etf holding for impersonation mode ( #3534 )
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* Improve allocations by ETF holding for impersonation mode
* Update changelog
2024-07-04 20:25:15 +02:00
Thomas Kaul
519827045a
Feature/add dialog for benchmarks in markets overview ( #3493 )
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* Add benchmarks dialog in markets overview
* Update changelog
2024-06-15 09:49:54 +02:00
Thomas Kaul
bf20a5de82
Feature/improve date validation in activity endpoints ( #3489 )
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* Improve date validation
* Update changelog
2024-06-14 03:40:47 +02:00
Thomas Kaul
b725e6e2ec
Feature/migrate client to control flow ( #3475 )
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* Migrate to control flow
* Update changelog
2024-06-11 19:46:16 +02:00
Thomas Kaul
118e17f78c
Feature/improve wording on allocations page ( #3479 )
2024-06-11 11:58:26 +02:00
Thomas Kaul
f5e6f7dcfe
Bugfix/fix initialization of fire calculator ( #3470 )
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* Fix initialization
* Update changelog
2024-06-08 18:44:57 +02:00
Thomas Kaul
23e4d5454d
Feature/improve allocations by etf holding ( #3467 )
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* Improve allocations by ETF holding
* Update changelog
2024-06-08 11:17:27 +02:00
Thomas Kaul
8a9ae9bb33
Feature/allocations by etf holding ( #3464 )
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* Setup allocations by ETF holding
* Update changelog
2024-06-07 21:45:07 +02:00
Eduardo Marinho
6dabf7516a
Feature/preselect account in create or update activity dialog ( #3413 )
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* Preselect account if there is only one
* Update changelog
2024-05-22 18:15:08 +02:00
Gerard Du Pre
8319b216bb
Feature/support delete activities with filtering ( #3394 )
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* Support delete activities with filtering
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-05-12 09:56:07 +02:00
Thomas Kaul
72e75208df
Bugfix/fix position detail dialog close functionality ( #3396 )
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* Handle holding detail dialog open functionality in a single place (AppComponent)
* Update changelog
2024-05-11 20:27:18 +02:00
Thomas Kaul
61f0da35bc
Feature/disable delete all activities if filters are active ( #3389 )
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* Disable delete all activities button if filters are active
* Update changelog
2024-05-10 08:51:34 +02:00
Thomas Kaul
74f4323903
Feature/increase spacing around floating action buttons ( #3385 )
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* Increase spacing around floating action buttons
* Update changelog
2024-05-08 20:54:13 +02:00
Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
2024-05-08 20:04:32 +02:00
Thomas Kaul
f2cb671c7f
Feature/optimize get porfolio details endpoint ( #3366 )
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* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
2024-05-04 15:53:02 +02:00
Thomas Kaul
f3d961bc16
Feature/move holdings table to holdings tab of home page ( #3368 )
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* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
2024-05-04 14:11:37 +02:00
Fedron
2173c418a7
Feature/validate forms using DTO for access, asset profile, tag and platform management ( #3337 )
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* Validate forms using DTO for access, asset profile, tag and platform management
* Update changelog
2024-04-30 08:04:45 +02:00
Thomas Kaul
55b0fe232c
Bugfix/reset form values to null if empty string ( #3327 )
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* Reset form values to null if empty string
* Update changelog
2024-04-25 19:04:28 +02:00
Thomas Kaul
990028316e
Refactor form controls to form getter ( #3325 )
2024-04-24 20:20:56 +02:00
Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
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* Change CASH to LIQUIDITY in asset class enum
* Update changelog
2024-04-23 18:55:37 +02:00
Thomas Kaul
212aa6a63b
Feature/add date range support to portfolio holdings page ( #3303 )
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* Add date range support
* Update changelog
2024-04-20 09:51:12 +02:00
Thomas Kaul
bed9ae916c
Migrate UI components to standalone ( #3302 )
2024-04-19 20:57:47 +02:00
Thomas Kaul
b6ad362850
Feature/remove date range support in activities table on portfolio activities page ( #3301 )
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* Remove date range support
* Update changelog
2024-04-19 20:44:28 +02:00
Thomas Kaul
92fb05320a
Migrate UI components to standalone ( #3296 )
2024-04-19 18:31:35 +02:00
Thomas Kaul
73d62bb51f
Migrate UI components to standalone ( #3290 )
2024-04-18 20:46:12 +02:00
Fedron
9241c04d5a
Feature/add form validation against DTO for activity and account ( #3230 )
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* Add form validation against DTO for activity and account
* Update changelog
2024-04-14 19:52:41 +02:00
Thomas Kaul
07c0e5a612
Feature/add currency to order database schema ( #3251 )
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* Add currency to Order database schema
* Update changelog
2024-04-07 11:30:32 +02:00
Thomas Kaul
719bbe156e
Feature/optimize calculation of allocations by market ( #3249 )
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* Optimize calculation of allocations by market
* Update changelog
2024-04-07 09:26:30 +02:00
Thomas Kaul
50dbbf0569
Feature/refactor symbol icon module to asset profile icon component ( #3245 )
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* Refactor symbol icon module to asset profile icon component (standalone)
2024-04-06 21:15:19 +02:00
Thomas Kaul
6f3cce1c5f
Feature/disable option to update cash balance if date is not today ( #3229 )
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* Disable option to update cash balance if date is not today
* Update changelog
2024-04-02 20:17:16 +02:00
Thomas Kaul
efdc9b387f
Eliminate ghostfolio-style.scss ( #3228 )
2024-04-01 13:24:00 +02:00
Thomas Kaul
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
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* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
2024-03-30 13:06:42 +01:00
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
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* Upgrade @types/big.js to version 6.2.2
* Refactor imports
2024-03-25 08:34:30 +01:00
Thomas Kaul
8a062e03ab
Feature/add benchmark name to tooltip of benchmark comparator ( #3177 )
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* Add benchmark name to chart tooltip
* Update changelog
2024-03-23 09:38:35 +01:00
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
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* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-03-16 14:20:58 +01:00
rodriguestiago0
3b895afc9e
Enable account balance update for fee and interest activities ( #3145 )
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* Enable account balance update for fee and interest activities
* Update changelog
2024-03-15 18:56:17 +01:00
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
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* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
2024-03-09 19:56:26 +01:00
