Szymon Łągiewka
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795e4582a8
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Feature/replace lodash.uniq with Array.from + Set (#4387)
* Replace lodash.uniq with Array.from + Set
* Update chagnelog
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2025-03-19 21:10:19 +01:00 |
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Thomas Kaul
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6cd79fab31
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Feature/rename TWR to ROAI (#4453)
* Rename TWR to ROAI
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2025-03-16 20:59:21 +01:00 |
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Thomas Kaul
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8b353fbf66
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Feature/introduce Promise.all() in getPerformance() of portfolio service (#4381)
* Introduce Promise.all()
* Update changelog
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2025-03-02 17:01:36 +01:00 |
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csehatt741
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035306d4d8
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Feature/add createdAt to snapshot and public portfolio endpoint response (#4350)
* 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>
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2025-02-28 21:00:02 +01:00 |
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Shaunak Das
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ece8c80aa1
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Feature/regional market cluster risk for Asia-Pacific (#4313)
* Add regional market cluster risk for Asia-Pacific
* Update changelog
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2025-02-12 21:18:35 +01:00 |
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Shaunak Das
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b616274380
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Feature/add regional market cluster risk for Japan (#4309)
* Add regional market cluster risk for Japan
* Update changelog
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2025-02-11 21:17:30 +01:00 |
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Shaunak Das
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dee612b2a2
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Feature/add regional market cluster risk for emerging markets (#4291)
* Add regional market cluster risk for emerging markets
* Update changelog
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2025-02-07 18:08:14 +01:00 |
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Shaunak Das
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06298089db
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Feature/add regional market cluster risk rule for Europe (#4271)
* Add regional market cluster risk rule for Europe
* Update changelog
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2025-02-04 19:58:50 +01:00 |
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Shaunak Das
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8bd869e1b2
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Feature/add regional market cluster risk for north america (#4240)
* Add regional market cluster risk for north america
* Update changelog
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2025-01-30 22:41:13 +01:00 |
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Szymon Łągiewka
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ca45098de3
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Feature/refactor various lodash functions with native JavaScript equivalents (#4170)
* Refactored various lodash functions with native JavaScript equivalents
* Update changelog
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2025-01-11 11:12:42 +01:00 |
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Thomas Kaul
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6ee6121317
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Feature/set up asset class cluster risk x-ray rule (#4128)
* Set up Asset Class Cluster Risk rule (equity)
* Set up Asset Class Cluster Risk rule (fixed income)
* Update changelog
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2024-12-17 20:33:57 +01:00 |
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Thomas Kaul
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6341a6de6a
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Feature/refactor X-ray summary (#4116)
* Refactor report statistics
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2024-12-12 15:23:13 +01:00 |
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Thomas Kaul
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291be3e605
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Feature/extend X-ray page by summary (#4107)
* Add summary to X-ray page
* Update changelog
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2024-12-08 08:05:08 +01:00 |
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Thomas Kaul
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190bb4b6fb
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Feature/refactor data gathering items (#4032)
* Refactoring
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2024-11-07 19:57:37 +01:00 |
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Thomas Kaul
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5de176a7ef
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Feature/rename allocation cluster risk x ray rule (#3994)
* Rename Allocation Cluster Risk to Economic Market Cluster Risk
* Update changelog
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2024-10-28 20:03:37 +01:00 |
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dw-0
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6a10b932b0
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Feature/Switch consistent-type-assertions eslint rule from warn to error (#3982)
* Switch consistent-type-assertions eslint rule from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
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2024-10-26 11:07:48 +02:00 |
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Thomas Kaul
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fccac5640d
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Bugfix/fix calculation of allocation cluster risk x ray rules (#3988)
* Fix calculation of allocation cluster risk X-ray rules
* Update changelog
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2024-10-26 09:42:33 +02:00 |
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Ivan Skvortsov
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19b8c514f2
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Feature/Add static portfolio analysis rule for developed Markets (#3975)
* Add static portfolio analysis rule: Allocation Cluster Risk (Developed Markets)
* Update changelog
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2024-10-23 20:31:54 +02:00 |
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vitalymatyushik
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d325f8bfaf
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Feature/Add static portfolio analysis rule for emerging Markets (#3949)
* Add static portfolio analysis rule: Allocation Cluster Risk (Emerging Markets)
* Update changelog
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2024-10-22 20:19:56 +02:00 |
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dw-0
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fc5ed887ff
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Feature/Set prefer-const to error in eslint configuration (#3888)
* Set prefer-const to error in eslint configuration
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
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2024-10-08 15:30:56 +02:00 |
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Thomas Kaul
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29d3b762a8
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Feature/switch typescript-eslint no-unused-vars to error (#3887)
* Switch @typescript-eslint/no-unused-vars to error
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2024-10-06 18:49:42 +02:00 |
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Thomas Kaul
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f3e2091ff4
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Feature/refactor markets calculation in details of portfolio service (#3871)
* Refactor markets calculation
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2024-10-05 09:58:09 +02:00 |
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Thomas Kaul
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bcc8cb1e5b
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Feature/modernize rules implementation (#3869)
* Modernize rules implementation
* Include markets in details
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2024-10-04 21:44:07 +02:00 |
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Thomas Kaul
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413076141c
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Bugfix/fix calculation of allocations by market (#3853)
* Fix calculation of allocations by market (unknown)
* Update changelog
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2024-10-03 20:18:26 +02:00 |
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Thomas Kaul
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bb445ddf2e
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Feature/improve experimental chart in account detail dialog (#3813)
* Improve chart in account detail dialog
* Update changelog
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2024-09-24 19:45:48 +02:00 |
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Thomas Kaul
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9fb80e5067
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Feature/remove accounts from holding endpoint (#3765)
* Clean up accounts
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2024-09-14 17:29:52 +02:00 |
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Shaunak Das
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323cfbfcaa
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Feature/introduce filters in account endpoint (#3764)
* Introduce filters in acount endpoint
* Integrate endpoint in holding detail dialog
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
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2024-09-14 10:53:39 +02:00 |
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Thomas Kaul
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c48e4ec4c6
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Feature/improve usage of portfolio calculator in holding endpoint (#3727)
* Improve usage of portfolio calculator
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2024-09-03 20:42:49 +02:00 |
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Thomas Kaul
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b794c4dcc8
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Feature/add todo for emergency fund positions value calculation (#3684)
* Add todo
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2024-08-30 11:54:23 +02:00 |
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Thomas Kaul
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e23019a115
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Feature/improve liabilities in portfolio calculator (#3696)
Improve liabilities
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2024-08-25 09:03:39 +02:00 |
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gizmodus
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f360a12823
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Feature/rework portfolio calculator (#3393)
* Rework portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
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2024-08-24 16:59:50 +02:00 |
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Thomas Kaul
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c34959896c
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Feature/improve color assignment with annualized performance in treemap chart (#3657)
* Improve color assignment
* Update changelog
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2024-08-10 09:01:28 +02:00 |
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Thomas Kaul
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8f6203d296
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Feature/manage tags of holdings (#3630)
* Manage tags of holdings
* Update changelog
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2024-08-03 15:46:01 +02:00 |
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Thomas Kaul
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fcc2ab1a48
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Feature/change color assignment by annualized performance in treemap chart (#3617)
* Change color assignment to annualized performance
* Update changelog
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2024-07-31 19:18:50 +02:00 |
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Thomas Kaul
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1c9805bb96
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Feature/improve allocations by etf holding for impersonation mode (#3534)
* Improve allocations by ETF holding for impersonation mode
* Update changelog
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2024-07-04 20:25:15 +02:00 |
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Thomas Kaul
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8a9ae9bb33
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Feature/allocations by etf holding (#3464)
* Setup allocations by ETF holding
* Update changelog
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2024-06-07 21:45:07 +02:00 |
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Thomas Kaul
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e31b4c64cb
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Feature/refactor holding detail dialog to standalone (#3407)
* Refactor holding detail dialog to standalone
* Update changelog
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2024-05-19 19:13:14 +03:00 |
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Thomas Kaul
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f2cb671c7f
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Feature/optimize get porfolio details endpoint (#3366)
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
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2024-05-04 15:53:02 +02:00 |
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Thomas Kaul
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77beaaba08
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Refactoring portfolio service (#3365)
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2024-05-03 21:48:46 +02:00 |
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Thomas Kaul
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486de968a2
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Bugfix/fix division by zero error in dividend yield calculation (#3354)
* Handle division by zero
* Update changelog
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2024-05-02 17:53:34 +02:00 |
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Thomas Kaul
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a5833566a8
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Feature/skip caching in portfolio calculator if active filters (#3348)
* Skip caching if active filters
* Update changelog
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2024-05-02 17:52:39 +02:00 |
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Thomas Kaul
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e10707fde4
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Add missing guard to fix public page (#3339)
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2024-04-27 19:24:08 +02:00 |
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Thomas Kaul
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4f41bac328
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Feature/set up caching in portfolio calculator (#3335)
* Set up caching
* Update changelog
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2024-04-27 15:35:28 +02:00 |
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Thomas Kaul
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cdbe6eedeb
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Feature/change cash to liquidity in asset class enum (#3321)
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
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2024-04-23 18:55:37 +02:00 |
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Thomas Kaul
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39bd4a349b
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Feature/improve chart in account detail dialog (#3314)
* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
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2024-04-21 17:11:53 +02:00 |
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Thomas Kaul
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15857118fe
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Feature/let data gathering queue jobs fail by throwing errors (#3281)
* Let data gathering queue jobs fail by throwing errors
* Update changelog
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2024-04-17 17:35:51 +02:00 |
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Thomas Kaul
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5d4e2fba8c
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Feature/move wealth item and liability calculations to portfolio calculator (#3272)
* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
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2024-04-14 08:12:32 +02:00 |
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Thomas Kaul
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6c57609db8
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Feature/move dividend fee and interest calculation to portfolio calculator (#3267)
* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
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2024-04-13 11:07:18 +02:00 |
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Thomas Kaul
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2b97bbd05d
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Move getChart() to portfolio calculator (#3255)
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2024-04-09 13:44:23 +02:00 |
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Thomas Kaul
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719bbe156e
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Feature/optimize calculation of allocations by market (#3249)
* Optimize calculation of allocations by market
* Update changelog
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2024-04-07 09:26:30 +02:00 |
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