435 Commits

Author SHA1 Message Date
Thomas Kaul
b6f87e46a7
Bugfix/fix asset class parsing in Financial Modeling Prep service for exchange rates (#4559)
* Fix the asset class parsing

* Update changelog
2025-04-18 14:41:55 +02:00
Thomas Kaul
6122da3f14
Feature/optimize get range query in market data service (#4527)
* Optimize query in getRange()

* Update changelog
2025-04-16 20:48:43 +02:00
csehatt741
42734dff75
Feature/deactivate asset profile on delisting (Yahoo Finance) (#4524)
* Deactivate asset profile on delisting (Yahoo Finance)

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-04-16 07:44:42 +02:00
Thomas Kaul
d1a4cb5037
Feature/improve financial modeling prep service (#4528)
* Improve service

* Set maximum number of symbols per request
* Migrate getQuotes to stable API version

* Update changelog
2025-04-11 19:04:03 +02:00
Tobias Kugel
91394160b9
Feature/Allow to edit identifier in asset profile dialog (#4469)
* Allow to edit identifier in asset profile dialog

* Update changelog
2025-03-30 10:26:57 +02:00
Thomas Kaul
31be526c11
Feature/restrict historical market data gathering to active asset profiles (#4483)
* Restrict historical market data gathering to active asset profiles

* Update changelog
2025-03-25 19:53:19 +01:00
Thomas Kaul
c467c946d4
Bugfix/fix symbol validation in Yahoo Finance service (#4472)
* Fix symbol validation

* Add test cases
2025-03-22 17:52:16 +01:00
Thomas Kaul
a6952a0e37
Feature/extend get data sources in data provider service (#4473)
* Extend data sources
2025-03-22 17:51:43 +01:00
Ronnie Alsop
a9c3224856
Feature/add endpoint to localize site.webmanifest (#4450)
* 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
Szymon Łągiewka
795e4582a8
Feature/replace lodash.uniq with Array.from + Set (#4387)
* Replace lodash.uniq with Array.from + Set

* Update chagnelog
2025-03-19 21:10:19 +01:00
Thomas Kaul
6cd79fab31
Feature/rename TWR to ROAI (#4453)
* Rename TWR to ROAI
2025-03-16 20:59:21 +01:00
Thomas Kaul
5783497a66
Feature/improve symbol validation in Yahoo Finance service (#4445)
* Improve symbol validation

* Update changelog
2025-03-16 10:42:35 +01:00
Thomas Kaul
755ab15755
Feature/format name in financial modeling prep service (#4441)
* Format name

* Update changelog
2025-03-15 18:47:07 +01:00
Thomas Kaul
70cd1a89b5
Feature/extend Ghostfolio data provider (#4420)
* Extend Ghostfolio data provider
2025-03-10 20:45:41 +01:00
Thomas Kaul
6bdfd8984f
Bugfix/fix fetching dividend and historical market data in Financial Modeling Prep service (#4416)
* Add default values

* Update changelog
2025-03-09 12:28:33 +01:00
Matt Fiddaman
6cdcf9622e
Bugfix/handle exception in benchmark service related to unnamed asset profiles (#4355)
* Handle exception in benchmark service related to unnamed asset profiles 

* Update changelog
2025-03-01 15:16:21 +01:00
Thomas Kaul
a8d1248461
Feature/improve symbol lookup in Trackinsight service (#4377)
* Improve symbol lookup for EXCHANGE:SYMBOL pattern

* Update changelog
2025-03-01 13:14:39 +01:00
Thomas Kaul
168a679535
Feature/extend trackinsight data enhancer by cusip (#4362)
* Extend Trackinsight data enhancer by cusip

* Update changelog
2025-02-27 20:26:51 +01:00
Thomas Kaul
69a0de28cd
Bugfix/fix issue with symbol profile overrides in historical market data table of admin control panel (#4339)
* Respect symbol profile overrides in market data controller (GET)

* Update changelog
2025-02-20 19:40:27 +01:00
Thomas Kaul
e26b015407
Bugfix/cannot register cron jobs (#4325)
* Reorganize benchmark modules and move benchmarks endpoint
2025-02-15 15:50:41 +01:00
Thomas Kaul
f1ab3ff8e8
Feature/modernize tags endpoint (#4317)
* Modernize tags endpoint

* Update changelog
2025-02-15 10:00:14 +01:00
Guillermo Tomás Fernández Martín
4f76ee6758
Feature/improve symbol lookup in Trackinsight data enhancer (#4296)
* Feature: enhance Trackinsight data fetching with symbol search fallback

* Feature: refactor Trackinsight symbol search for improved clarity and error handling

* Fixed style concerns and removed code duplication

* Minor improvements

* Update changelog

* Update changelog

* Clean up

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-02-15 09:43:28 +01:00
Thomas Kaul
5b786ba143
Feature/improve error handling in CoinGecko service (#4287)
* Improve error handling

* Update changelog
2025-02-07 10:32:25 +01:00
Guillermo Tomás Fernández Martín
d4f28e2759
Feature/add support for ETF sector data in YahooFinanceDataEnhancer (#4258)
* Add support for ETF sector data in YahooFinanceDataEnhancer

* Update changelog
2025-02-01 12:25:19 +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
Thomas Kaul
cca26040bf
Feature/extend get asset profile in financial modeling prep service (#4230)
* Extend get asset profile by ETF website
2025-01-23 20:53:50 +01:00
Miguel Borges de Freitas
553c10ac91
Bugfix/fix issue with MIME type detection in scraper configuration (#4237)
* Fix issue with MIME type detection in scraper configuration

* Update changelog
2025-01-22 19:55:09 +01:00
Thomas Kaul
39ac6f352f
Feature/extend get historical in financial modeling prep service (#4229)
* Extend get historical

* Update changelog
2025-01-22 19:32:59 +01:00
Thomas Kaul
4e51a973c7
Feature/refactor is cryptocurrency check (#4215)
* Refactoring
2025-01-19 09:57:54 +01:00
Thomas Kaul
4d201acdbe
Feature/extend get dividends in financial modeling prep service (#4210)
* Extend get dividends

* Update changelog
2025-01-19 09:39:05 +01:00
Thomas Kaul
511a2d6d0d
Feature/extend asset profile data in financial modeling prep service (#4206)
* Extend asset profile data

* Update changelog
2025-01-18 18:48:32 +01:00
Thomas Kaul
40b628e0e7
Feature/extend search by isin in financial modeling prep service (#4204)
* Extend search by ISIN

* Update changelog
2025-01-18 10:50:52 +01:00
Thomas Kaul
ec79a9efb6
Bugfix/fix exception in scraper configuration (#4196)
* Fix exception in scraper configuration

* Update changelog
2025-01-15 20:28:04 +01:00
Szymon Łągiewka
7a602ea2d6
Feature/remove got in favor of using fetch (#4154)
* Remove got in favor of using fetch

* Update changelog
2025-01-01 09:16:40 +01:00
Thomas Kaul
167abe4107
Bugfix/fix algebraic sign in twitter bot service (#4158)
* Fix -0.0 to 0.0

* Update changelog
2024-12-30 11:23:55 +01:00
Szymon Łągiewka
74bc8222d6
Feature/Refactored got calls to use AbortSignal.timeout() without AbortController() (#4153)
* Feature/refactor got calls to use AbortSignal.timeout

Instead of manually creating AbortController and controlling the abort
with setTimeout.

Feature available since node v16.14.0 and v17.3.0[^1] and is built to
replace the exact scenario that all these requests have.

[^1]:https://nodejs.org/docs/latest-v22.x/api/globals.html#static-method-abortsignaltimeoutdelay

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-12-30 10:46:53 +01:00
Thomas Kaul
f2638614d4
Feature/improve search for asset profiles with manual data source in create or update activity dialog (#4142)
* Improve search for asset profiles with MANUAL data source

* Update changelog
2024-12-25 17:05:57 +01:00
Thomas Kaul
7a19fc53b0
Feature/improve activities import by isin for yahoo finance (#4140)
* Allow activities import by isin even if multiple quotes found

* Update changelog
2024-12-24 13:30:43 +01:00
Thomas Kaul
f3712b293c
Bugfix/fix exception in portfolio calculator (#4119)
* Add guard

* Update changelog
2024-12-12 18:29:28 +01:00
Ed
febb4119c6
Bugfix/fix jsonpath import (#4115)
* Fix jsonpath import

* Update changelog
2024-12-10 22:04:15 +01:00
Thomas Kaul
0e01674552
Feature/set hashedKey of ApiKey to unique (#4103)
* Set hashedKey to unique
2024-12-07 15:44:53 +01:00
Thomas Kaul
13582afd93
Feature/Setup API keys for Ghostfolio data provider (#4093)
* Setup API keys for Ghostfolio data provider
2024-12-07 15:13:12 +01:00
Thomas Kaul
45095cfac0
Feature/expire cache entries immediately in case of errors in portfolio snapshot calculation (#4099)
* Expire cache entries immediately in case of errors

* Update changelog
2024-12-07 10:12:52 +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
66bbbc2cb8
Feature/improve error handling in Ghostfolio data provider (#4079)
* Improve error handling
2024-11-29 20:21:46 +01:00
Thomas Kaul
8fe767a4e3
Feature/increase default request timeout (#4075)
* Increase default request timeout

* Update changelog
2024-11-28 20:19:37 +01:00
Thomas Kaul
9ca901f6e6
Feature/improve api key management of ghostfolio data provider (#4069)
* Improve API key management

* Add fallback for language code
2024-11-25 21:25:57 +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
Thomas Kaul
0bc52fd80e
Feature/harmonize log messages in data provider services (#4064)
* Harmonize log messages
2024-11-24 08:59:09 +01:00
Thomas Kaul
a8ea8a4599
Feature/refactor types in EOD historical data service (#4063)
* Refactor types
2024-11-23 20:35:51 +01:00