51 Commits

Author SHA1 Message Date
Thomas Kaul
23e4d5454d
Feature/improve allocations by etf holding (#3467)
* Improve allocations by ETF holding

* Update changelog
2024-06-08 11:17:27 +02:00
Thomas Kaul
8a9ae9bb33
Feature/allocations by etf holding (#3464)
* Setup allocations by ETF holding

* Update changelog
2024-06-07 21:45:07 +02:00
Thomas Kaul
eb75be8535
Optimize details endpoint (#3123)
* Make summary optional

* Introduce dedicated holdings endpoint

* Update changelog
2024-03-09 19:56:26 +01:00
Thomas Kaul
b62488628c
Prettify markup (#3029) 2024-02-21 09:58:15 +01:00
Thomas Kaul
446c7cb517
Remove closing tags of mat-* components (#2989) 2024-02-11 18:12:16 +01:00
Thomas Kaul
9fe90273c7
Feature/move assistant to general availability (#2977)
* Move assistant from experimental to general availability

* Update changelog
2024-02-09 18:25:15 +01:00
Thomas Kaul
be93ca8968
Feature/migrate allocations page to work with filters of assistant (#2933)
* Migrate portfolio allocations to work with filters of assistant

* Update changelog
2024-01-28 09:20:32 +01:00
Thomas Kaul
857708dc4d
Migrate gf-* components to self-closing tags (#2934) 2024-01-28 08:50:43 +01:00
Thomas Kaul
45aefb6a45
Reorder charts (#2253) 2023-08-21 18:04:49 +02:00
Thomas Kaul
4955555ddd
Release 1.301.1 (#2247) 2023-08-19 08:49:31 +02:00
Thomas Kaul
0fd3db3228
Bugfix/fix cash position rows in holdings table (#2237)
* Fix cash position rows

* Update changelog
2023-08-17 20:23:23 +02:00
Thomas Kaul
d85d83a0f5
Feature/improve alignment of region percentages (#2203)
* Improve alignment

* Update changelog
2023-08-05 11:11:06 +02:00
Thomas Kaul
d4fea075af
Feature/include unavailable data in allocations by market chart (#2190)
* Include unavailable data in allocations by market chart

* Update changelog
2023-07-28 20:20:08 +02:00
Thomas Kaul
622bb8b0cf
Feature/add allocations by market chart (#2171)
* Add allocations by (advanced) market

* Fix public page

* Update changelog
2023-07-24 20:04:34 +02:00
Thomas Kaul
15c96a9757
Feature/add allocations by platform chart (#1915)
* Add allocations by platform

* Update changelog
2023-05-01 17:44:35 +02:00
Thomas Kaul
9be457943c
Feature/introduce allocations by etf provider (#1870)
* Introduce allocations by etf provider

* Update changelog
2023-04-18 20:13:03 +02:00
Thomas Kaul
84de2c0c68
Migrate card components to Angular Material 15 (#1837) 2023-04-08 17:08:30 +02:00
Thomas Kaul
271001f523
Feature/remove toggle on allocations page (#1620)
* Rename allocationCurrent, remove allocationInvestment

* Update changelog
2023-01-21 09:52:58 +01:00
Thomas Kaul
aeba6e1f03
Feature/configure thousand separator in world map chart (#1588)
* Set thousandSeparator

* Update changelog
2023-01-11 07:47:44 +01:00
Thomas Kaul
90a7a84ac5
Feature/add global heat map to landing page (#1584)
* Add global heat map

* Update changelog
2023-01-10 20:52:05 +01:00
Thomas Kaul
eb4d088a80
Feature/optimize page title for mobile (#1564)
* Optimize page title for mobile

* Update changelog
2023-01-01 09:57:27 +01:00
Thomas Kaul
eac52a215b
Feature/refactor appearance to color scheme (#1364)
* Refactor appearance to colorScheme

* Update changelog
2022-10-16 14:54:26 +02:00
Thomas Kaul
a323313c71
Bugfix/fix alignment of value component on allocation page (#1351)
* Fix alignment

* Update changelog
2022-10-15 10:32:08 +02:00
Thomas Kaul
a6186c23e2
Feature/improve usage of value component (#1308)
* Improve usage of value component

* Update changelog
2022-10-01 13:53:43 +02:00
Thomas Kaul
f3d337b044
Feature/add value of active filters on allocations page (#1286)
* Add value

* Update changelog
2022-09-24 13:15:16 +02:00
Thomas Kaul
d4c3a9d1e8
Feature/add percentage visualization of the current filter (#1268)
* Add percentage visualization of the active filter

* Update changelog
2022-09-17 21:24:09 +02:00
Thomas Kaul
0e3702c2be
Feature/improve german translation (#1178)
* Simplify and translate locales

* Add support for translated labels

* Update changelog
2022-08-21 17:02:43 +02:00
Thomas Kaul
11136ae4f8
Eliminate duplicate locales (#1176) 2022-08-20 14:01:15 +02:00
Thomas Kaul
30835ced88
Bugfix/fix holdings for basic users (#1064)
* Fix holdings for basic users

* Update changelog
2022-07-07 21:06:12 +02:00
Thomas Kaul
c0f19d56ec
Feature/add account detail dialog (#1047)
* Add account detail dialog

* Update changelog
2022-06-28 21:08:34 +02:00
Thomas Kaul
109f0ebd70
Feature/move positions table to holdings section (#1042)
* Move positions table to holdings section

* Update changelog
2022-06-25 14:47:20 +02:00
Thomas Kaul
069ddcc6b2
Feature/add reusable premium indicator component (#1041)
* Add premium indicator component

* Update changelog
2022-06-25 12:38:15 +02:00
Thomas Kaul
dfa67b275c
Feature/improve filtering on allocations page (#900)
* Include cash positions on allocations page (with no filtering)

* Update changelog
2022-05-10 19:22:57 +02:00
Thomas Kaul
16dd8f7652
Feature/refactor filters with interface (#883)
* Refactor filtering with an interface

* Filter by accounts

* Update changelog
2022-05-07 11:44:29 +02:00
Thomas Kaul
b6cd007ad4
Release/1.143.0 (#871)
* Release 1.143.0
  * Improve filtering by tags
2022-04-26 22:31:53 +02:00
Thomas Kaul
bad9d17c44
Setup allocations page and endpoint (#859)
* Setup tagging system

* Update changelog
2022-04-24 16:23:03 +02:00
Thomas Kaul
957200854c
Feature/improve empty state of proportion chart (#811)
* Improve empty state

* Update changelog
2022-04-07 22:13:41 +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
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
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
69c9e259b1
Bugfix/fix routing of create activity dialog (#615)
* Fix routing of create activity dialog

* Update changelog
2022-01-03 21:31:55 +01:00
Thomas Kaul
1397cd62a8
Feature/extend public page (#445)
* Extend public page

* Update changelog
2021-10-31 17:00:59 +01:00
Thomas Kaul
3ec4a73b35
Feature/improve tooltips (#403)
* Improve tooltips

* Update changelog
2021-10-02 20:38:41 +02:00
Thomas Kaul
9ed82ac82b
Feature/improve labels of allocation chart by symbol (#353)
* Improve labels

* Update changelog
2021-09-08 22:03:33 +02:00
Ivo Valchev
9c9ca4ab1e
Add labels to allocation piecharts (#337) 2021-09-08 21:31:34 +02:00
Thomas Kaul
747e5b63fa
Feature/restructure allocations page including allocations by symbol (#333)
* Restructure allocations page

* Update changelog
2021-09-03 23:20:30 +02:00
Ivo Valchev
b1187cf880
Add a new symbol allocation chart (#326)
* Add a new symbol allocation chart

* Update changelog

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-09-03 17:48:35 +02:00
Thomas Kaul
72c065a59d
Feature/introduce asset sub class (#312)
* Introduce asset sub class

* Update changelog
2021-08-22 22:19:10 +02:00
Thomas Kaul
7c91727eb1
Feature/restructure allocations page (#294)
* Restructure allocations page

* Update changelog
2021-08-15 09:55:46 +02:00
Thomas
80d043729d
Feature/replace type with asset class (#274)
* Improved the asset classification
  * Add assetClass to symbolProfile
  * Remove type from position

* Update changelog
2021-08-08 19:27:58 +02:00