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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bce18f7261
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Feature/reuse advanced markets calculation in portfolio details endpoint (#3884)
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2024-10-06 17:05:06 +02:00 |
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Thomas Kaul
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f48ce4e1ae
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Feature/reuse markets calculation in portfolio details endpoint (#3883)
* Reuse markets calculation in portfolio details endpoint
* Update changelog
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2024-10-06 11:03:11 +02:00 |
|
ceroma
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ecd75b5d8a
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Feature/optimize portfolio snapshot computation by reusing date intervals (#3855)
* Optimize portfolio snapshot computation by reusing date intervals
* Update changelog
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2024-10-05 18:08:59 +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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ceroma
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2ad91e5796
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Feature/optimize portfolio calculations with smarter date interval selection (#3829)
* Optimize portfolio calculations with smarter date interval selection
* Update changelog
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2024-10-02 11:59:57 +02:00 |
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ceroma
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33de8a10bb
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Feature/optimize portfolio calculations with smarter cloning of activities (#3827)
* Optimize portfolio calculations with smarter cloning of activities
* Update changelog
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2024-09-28 10:23:35 +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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583c14128b
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Feature/extend public api with portfolio performance metrics endpoint (#3762)
* Extend Public API with portfolio performance metrics endpoint
* Update changelog
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2024-09-21 10:42:43 +02:00 |
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Thomas Kaul
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3de192c65e
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Feature/expose thresholds in rule settings (#3770)
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2024-09-14 19:42:37 +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 |
|
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 |
|
Thomas Kaul
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403ee2741d
|
Feature/set up portfolio snapshot queue (#3725)
* Set up portfolio snapshot queue
* Update changelog
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2024-09-10 20:32:08 +02:00 |
|
Thomas Kaul
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df5e2f5f0e
|
Feature/extract common CACHE_TTL as constants (#3722)
Extract CACHE_TTL
* CACHE_TTL_NO_CACHE
* CACHE_TTL_INFINITE
|
2024-09-05 18:23:38 +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 |
|
Thomas Kaul
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71a568264d
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Feature/improve portfolio snapshot caching (#3717)
* Improve portfolio snapshot caching
* Update changelog
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2024-08-31 16:11:52 +02:00 |
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Thomas Kaul
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b794c4dcc8
|
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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c4a28c6bff
|
Feature/set up a performance logging service (#3703)
* Setup performance logging service
* Update changelog
|
2024-08-28 20:28:36 +02:00 |
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Thomas Kaul
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d08e8b4fd8
|
Feature/expose max chart items as env variable (#3701)
* Expose MAX_CHART_ITEMS as env variable
* Update changelog
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2024-08-26 16:21:16 +02:00 |
|
Thomas Kaul
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e23019a115
|
Feature/improve liabilities in portfolio calculator (#3696)
Improve liabilities
|
2024-08-25 09:03:39 +02:00 |
|
Thomas Kaul
|
a8e0bb5a21
|
Bugfix/fix division by zero in performance calculation (#3695)
* Fix division by zero
* Update changelog
|
2024-08-25 09:02:14 +02:00 |
|
gizmodus
|
f360a12823
|
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 |
|
Bastien Jeannelle
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2b212078b8
|
Feature/add support to deactivate x-ray rules (#3537)
* Add support to deactivate X-ray rules
* Update changelog
|
2024-08-21 19:38:37 +02:00 |
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Thomas Kaul
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c34959896c
|
Feature/improve color assignment with annualized performance in treemap chart (#3657)
* Improve color assignment
* Update changelog
|
2024-08-10 09:01:28 +02:00 |
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Thomas Kaul
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41f5801b5e
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Feature/refactor unique asset type to asset profile identifier (#3636)
* Refactoring
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2024-08-04 08:27:05 +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
|
2024-08-03 15:46:01 +02:00 |
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Thomas Kaul
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fcc2ab1a48
|
Feature/change color assignment by annualized performance in treemap chart (#3617)
* Change color assignment to annualized performance
* Update changelog
|
2024-07-31 19:18:50 +02:00 |
|
Thomas Kaul
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dd15bba359
|
Bugfix/fix public page for non existent access (#3604)
* Handle non-existent access
* Update changelog
|
2024-07-23 21:00:20 +02:00 |
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Thomas Kaul
|
9d6214e93a
|
Bugfix/fix fees calculation in portfolio summary (#3567)
* Fix fees calculation
* Update changelog
|
2024-07-13 18:24:03 +02:00 |
|
Thomas Kaul
|
1c9805bb96
|
Feature/improve allocations by etf holding for impersonation mode (#3534)
* Improve allocations by ETF holding for impersonation mode
* Update changelog
|
2024-07-04 20:25:15 +02:00 |
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Thomas Kaul
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23e4d5454d
|
Feature/improve allocations by etf holding (#3467)
* Improve allocations by ETF holding
* Update changelog
|
2024-06-08 11:17:27 +02:00 |
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Thomas Kaul
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8a9ae9bb33
|
Feature/allocations by etf holding (#3464)
* Setup allocations by ETF holding
* Update changelog
|
2024-06-07 21:45:07 +02:00 |
|
Thomas Kaul
|
b12ac1fe84
|
Feature/simplify module imports of api (#3443)
* Simplify module imports
|
2024-06-01 10:02:43 +02:00 |
|
Thomas Kaul
|
e31b4c64cb
|
Feature/refactor holding detail dialog to standalone (#3407)
* Refactor holding detail dialog to standalone
* Update changelog
|
2024-05-19 19:13:14 +03:00 |
|
Thomas Kaul
|
4ad4fa2b30
|
Feature/clean up deprecated GET api/portfolio/positions endpoint (#3373)
|
2024-05-08 20:04:32 +02:00 |
|
Thomas Kaul
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f2cb671c7f
|
Feature/optimize get porfolio details endpoint (#3366)
* 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)
* 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
|
77beaaba08
|
Refactoring portfolio service (#3365)
|
2024-05-03 21:48:46 +02:00 |
|
Thomas Kaul
|
486de968a2
|
Bugfix/fix division by zero error in dividend yield calculation (#3354)
* Handle division by zero
* Update changelog
|
2024-05-02 17:53:34 +02:00 |
|
Thomas Kaul
|
a5833566a8
|
Feature/skip caching in portfolio calculator if active filters (#3348)
* Skip caching if active filters
* Update changelog
|
2024-05-02 17:52:39 +02:00 |
|
Thomas Kaul
|
4efd5cefd8
|
Bugfix/calculation of portfolio summary caused by future liabilities (#3342)
* Adapt date of future activities
* Update changelog
|
2024-04-29 20:12:12 +02:00 |
|
Thomas Kaul
|
e10707fde4
|
Add missing guard to fix public page (#3339)
|
2024-04-27 19:24:08 +02:00 |
|
Thomas Kaul
|
4f41bac328
|
Feature/set up caching in portfolio calculator (#3335)
* Set up caching
* Update changelog
|
2024-04-27 15:35:28 +02:00 |
|
Thomas Kaul
|
cdbe6eedeb
|
Feature/change cash to liquidity in asset class enum (#3321)
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
|
2024-04-23 18:55:37 +02:00 |
|
Thomas Kaul
|
39bd4a349b
|
Feature/improve chart in account detail dialog (#3314)
* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
|
2024-04-21 17:11:53 +02:00 |
|
Thomas Kaul
|
551b83a6e3
|
Bugfix/fix gaps in portfolio performance charts (#3311)
* Fix gaps in charts
* Update changelog
|
2024-04-20 15:40:59 +02:00 |
|
Thomas Kaul
|
212aa6a63b
|
Feature/add date range support to portfolio holdings page (#3303)
* Add date range support
* Update changelog
|
2024-04-20 09:51:12 +02:00 |
|
Thomas Kaul
|
dba73d80a3
|
Improve logging (#3300)
|
2024-04-19 20:31:38 +02:00 |
|