553 Commits

Author SHA1 Message Date
Thomas Kaul
0f46ca4db2
Feature/extend personal finance tools 20240809 ()
* Add Sarmaaya.pk

* Add Investify

* Add FINATEKA

* Add Plainzer
2024-08-10 07:57:19 +02:00
Thomas Kaul
757ff527d0
Feature/extend personal finance tools 20240803 ()
* Add Capitalyse
2024-08-04 08:35:01 +02:00
Thomas Kaul
41f5801b5e
Feature/refactor unique asset type to asset profile identifier ()
* Refactoring
2024-08-04 08:27:05 +02:00
Thomas Kaul
02db0db733
Feature/persist view mode of holdings tab on home page ()
* Persist view mode of holdings in user settings

* Update changelog
2024-08-02 20:27:58 +02:00
Thomas Kaul
fcc2ab1a48
Feature/change color assignment by annualized performance in treemap chart ()
* Change color assignment to annualized performance

* Update changelog
2024-07-31 19:18:50 +02:00
Thomas Kaul
e228b4925c
Feature/update notes of personal finance tools ()
* Update notes
2024-07-25 19:38:52 +02:00
Thomas Kaul
43fca7ff43
Feature/improve personal finance tools product page ()
* Localize origin
* Localize regions
* Localize tags
2024-07-23 20:59:23 +02:00
Thomas Kaul
faa6af5694
Feature/improve handling of numerical precision in value component ()
* Improve handling of numerical precision in value component

* Update changelog
2024-07-22 19:35:25 +02:00
Thomas Kaul
3f6319e00b
Feature/setup catala ()
* Set up Català

* Update changelog
2024-07-20 17:13:44 +02:00
Thomas Kaul
ba78c2783d
Feature/improve numerical precision in holding detail dialog ()
* Improve numerical precision in holding detail dialog

* Update changelog
2024-07-20 11:17:36 +02:00
Thomas Kaul
da5be3fb57
Feature/reuse open-color in portfolio proportion chart component ()
* Reuse open-color
2024-07-18 10:14:12 +02:00
Thomas Kaul
43afb16808
Feature/introduce isUsedByUsersWithSubscription flag () 2024-07-16 20:51:49 +02:00
Thomas Kaul
9d6214e93a
Bugfix/fix fees calculation in portfolio summary ()
* Fix fees calculation

* Update changelog
2024-07-13 18:24:03 +02:00
Thomas Kaul
6eb9d9d973
Feature/extend personal finance tools 20240713 () 2024-07-13 11:40:29 +02:00
Thomas Kaul
9ecc3176a5
Feature/improve treemap chart for holdings ()
* Various improvements

* Introduce permission: accessHoldingsChart
* Improve style of toggle
* Add border radius

* Update changelog
2024-07-13 10:45:10 +02:00
Thomas Kaul
4063c62a17
Feature/setup treemap chart for holdings ()
* Setup treemap chart

* Update changelog
2024-07-12 21:02:12 +02:00
Thomas Kaul
4d3dff3e5b
Feature/extend personal finance tools 20240629 ()
* Add Anlage.App

* Add Portfoloo

* Add SharesMaster

* Add Merlin

* Add Holistic

* Add AlphaTrackr

* Add Segmio
2024-06-29 10:53:08 +02:00
Thomas Kaul
ee086638f3
Feature/add benchmarks preset to admin control panel ()
* Add benchmarks preset

* Update changelog
2024-06-26 20:18:53 +02:00
Thomas Kaul
c4499df74c
Feature/add wealthy tracker ()
* Add Wealthy Tracker
2024-06-23 10:22:35 +02:00
Eduardo Marinho
ff121243e4
Feature/extend asset profile for currency ()
* Extend asset profile for currency

* Update changelog
2024-06-22 09:54:23 +02:00
Thomas Kaul
0780ee4adb
Feature/improve language localization for de 20240620 ()
* Update translations

* Update changelog
2024-06-20 20:45:56 +02:00
Thomas Kaul
6c2acf2aa6
Feature/set up ssl for local development ()
* Set up SSL for local development

* Update changelog
2024-06-15 10:53:20 +02:00
Thomas Kaul
519827045a
Feature/add dialog for benchmarks in markets overview ()
* 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 ()
* Improve date validation

* Update changelog
2024-06-14 03:40:47 +02:00
Eduardo Marinho
873fd53715
Feature/extend market data with currencies preset by activities count and date ()
* Extend market data with currencies preset by activities count and date

* Update changelog
2024-06-12 20:28:55 +02:00
Thomas Kaul
cc92592d86
Feature/refactor personal finance tools section ()
* Refactoring
2024-06-11 11:57:24 +02:00
Thomas Kaul
f5e6f7dcfe
Bugfix/fix initialization of fire calculator ()
* Fix initialization

* Update changelog
2024-06-08 18:44:57 +02:00
Thomas Kaul
87501e094d
Feature/improve allocations by ETF holding for mobile () 2024-06-08 17:20:38 +02:00
Thomas Kaul
23e4d5454d
Feature/improve allocations by etf holding ()
* Improve allocations by ETF holding

* Update changelog
2024-06-08 11:17:27 +02:00
Thomas Kaul
8a9ae9bb33
Feature/allocations by etf holding ()
* Setup allocations by ETF holding

* Update changelog
2024-06-07 21:45:07 +02:00
Thomas Kaul
6d941500cd
Bugfix/fix default locale in value component ()
* Fix default locale

* Update changelog
2024-06-06 17:22:23 +02:00
Eduardo Marinho
1a0cb561cd
Feature/add ability to close user account ()
* Add ability to close user account

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-06-04 15:07:06 +02:00
Thomas Kaul
c009f8c12f
Feature/add data provider info to asset profile details dialog ()
* Add data provider info to asset profile details dialog

* Update changelog
2024-06-01 10:55:42 +02:00
Eduardo Marinho
60ef46accf
Bugfix/fix state handling of currency selector component () ()
* Fix state handling of currency selector component

* Update changelog
2024-06-01 10:53:02 +02:00
Thomas Kaul
b12ac1fe84
Feature/simplify module imports of api ()
* Simplify module imports
2024-06-01 10:02:43 +02:00
Thomas Kaul
4355c96ab6
Bugfix/fix initial annual interest rate in fire calculator ()
* Fix initial annual interest rate

* Update changelog
2024-05-31 17:29:19 +02:00
Thomas Kaul
5d49ff7a4a
Feature/improve usability of date range selector in assistant ()
* Improve usability of date range selector

* Update changelog
2024-05-22 16:39:39 +02:00
Thomas Kaul
e31b4c64cb
Feature/refactor holding detail dialog to standalone ()
* Refactor holding detail dialog to standalone

* Update changelog
2024-05-19 19:13:14 +03:00
Fedron
5616bc4956
Feature/validate account balance creation/update using DTO ()
* Validate create account balance using DTO
2024-05-13 13:47:33 +02:00
Gerard Du Pre
8319b216bb
Feature/support delete activities with filtering ()
* 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 ()
* 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 ()
* Disable delete all activities button if filters are active

* Update changelog
2024-05-10 08:51:34 +02:00
Thomas Kaul
66bdb374e8
Feature/set icon columns of tables to stick at beginning ()
* Set icon columns to stick at the beginning

* Update changelog
2024-05-08 20:04:58 +02:00
Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint () 2024-05-08 20:04:32 +02:00
Thomas Kaul
1fd836194f
Feature/add absolute change column to holdings table ()
* Add absolute change column

* Update changelog
2024-05-08 20:02:50 +02:00
Thomas Kaul
2090db1199
Feature/increase number of attempts of queue jobs ()
* Increase number of attempts

* Update changelog
2024-05-07 20:48:02 +02:00
Thomas Kaul
f2cb671c7f
Feature/optimize get porfolio details endpoint ()
* 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
c1ad483f33
Improve alignment () 2024-05-04 15:50:47 +02:00
Thomas Kaul
f3d961bc16
Feature/move holdings table to holdings tab of home page ()
* 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
Thomas Kaul
42b70ef568
Feature/improve performance labels in position detail dialog ()
* Improve performance labels (with and without currency effects)

* Update changelog
2024-05-04 07:49:37 +02:00