sudacode/ghostfolio
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357 Commits

Author SHA1 Message Date
Thomas Kaul
4a815d2031
Feature/change data gathering selection (#368) 
* Change data gathering selection from distinct orders to symbol profiles

* Update changelog
 2021-09-13 21:26:23 +02:00
Valentin Zickner
d2aeeb3e88
optimize annual performance calculation (#367) 
* Optimize annual performance calculation

* Update changelog

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-09-12 20:08:42 +02:00
Thomas Kaul
5ea455b98b
Feature/upgrade simplewebauthn dependencies to version 4.1.0 (#365) 
* Upgrade @simplewebauthn dependencies to version 4.1.0
  * @simplewebauthn/browser
  * @simplewebauthn/server

* Update changelog
 2021-09-11 21:23:06 +02:00
Thomas Kaul
39f315aba0
Feature/add annualized performance (#364) 
* Add annualized performance

* Update changelog
 2021-09-11 20:16:53 +02:00
Thomas Kaul
5d4156ecec
Feature/refactor position detail dialog (#355) 
* Add name to portfolio position endpoint

* Update changelog
 2021-09-11 11:23:47 +02:00
Thomas Kaul
3c46bde8d5
Bugfix/fix fear and greed index (#359) 
* Fix fear and greed index
* Refactor fear and greed index symbol
   * GF.FEAR_AND_GREED_INDEX -> _GF_FEAR_AND_GREED_INDEX

* Update changelog
 2021-09-11 11:14:55 +02:00
Matthias Frey
63ee33b685
Use 'import type' to import types, eliminate webpack warnings (#358) 2021-09-11 09:27:22 +02:00
Thomas Kaul
9cbf789c22
Bugfix/fix values in position detail dialog (#351) 
* Nullify netPerformance

* Introduce precision

* Update changelog
 2021-09-07 22:11:38 +02:00
Thomas Kaul
ee5ab05d8a
Release 1.47.1 (#350) 2021-09-06 22:55:08 +02:00
Thomas Kaul
bf8856ad19
Bugfix/fix search for cryptocurrencies (#348) 
* Fix the search for cryptocurrency symbols

* Update changelog
 2021-09-06 22:02:49 +02:00
Valentin Zickner
48ab862bb6
net performance for current positions (#330) 
* implement fees for transaction points #324

* add net performance to current positions #324

* add net performance to calculate timeline #324

* make timeline fee accumulated by default #324

* Update changelog

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-09-05 21:21:22 +02:00
Thomas Kaul
ba234a470e
Feature/add storybook story for trend indicator component (#346) 
* Add storybook story for trend indicator component

* Update changelog
 2021-09-05 08:49:06 +02:00
Thomas Kaul
4c194c938a
Feature/add contributors count to statistics (#342) 
* Add contributors count to statistics

* Update changelog
 2021-09-04 19:46:24 +02:00
Thomas Kaul
6386786ac0
Bugfix/improve symbol lookup (#322) 
* Improve symbol lookup

* Update changelog
 2021-08-30 18:08:21 +02:00
Thomas Kaul
73a967a7e5
Feature/add cash as asset sub class (#319) 
* Add cash as asset sub class

* Update changelog
 2021-08-26 21:49:02 +02:00
Thomas Kaul
c5bb3023d3
Bugfix/filter out positions without quantity (#317) 
* Filter out positions without any quantity

* Update changelog
 2021-08-26 17:45:04 +02:00
Thomas Kaul
fe975945d1
Feature/add fallback for loading currencies (#315) 
* Add fallback for loading currencies

* Update changelog
 2021-08-24 21:09:02 +02:00
Thomas Kaul
d8782b0d4c
Feature/automate countries for stocks in symbol profile data (#314) 
* Automate countries for stocks in symbol profile data

* Update changelog
 2021-08-24 20:24:18 +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
98dac4052a
Feature/add subscription type to the admin user table (#311) 
* Add the subscription type to the user table in the admin control panel

* Update changelog
 2021-08-22 22:11:05 +02:00
Thomas Kaul
aad8f77093
Feature/improve allocations by account (#308) 
* Improve allocations by account

* Eliminate accounts from PortfolioPosition

* Ignore cash assets in the allocation chart by sector, continent and country

* Add missing accounts to portfolio details

* Update changelog
 2021-08-21 15:03:55 +02:00
Thomas Kaul
c2ab6a6c44
Feature/improve portfolio details endpoint (#302) 
* Make details endpoint fault tolerant (do not throw error)

* Update changelog
 2021-08-19 21:44:10 +02:00
Thomas Kaul
c71a4c078e
Bugfix/convert g bp to gbp in yahoo finance service (#301) 
* Fix currency inconsistency in the yahoo finance service (GBp to GBP)

* Update changelog
 2021-08-18 18:22:01 +02:00
Thomas Kaul
e17b217032
Bugfix/fix issue on buy date in position detail dialog (#297) 
* Fix issue on buy date

* Update changelog
 2021-08-17 21:31:32 +02:00
Thomas Kaul
05b0efef82
Feature/add restricted view (#295) 
* Add restricted view

* Update changelog
 2021-08-16 21:40:29 +02:00
Thomas Kaul
0ee2258af8
Feature/improve impersonation mode (#293) 
* Improve the impersonation mode

* Update changelog
 2021-08-14 19:15:26 +02:00
Valentin Zickner
308b218487
introduce basic module structure for data provider (#278) 
* introduce basic module structure for data provider

* introduce DataGatheringModule

* introduce ExchangeRateDataModule

* introduce ImpersonationModule

* move RulesService

* cleanup portfolio module

* Sort imports

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-08-14 16:55:40 +02:00
Thomas
77936e3bf3
Feature/improve users table (#291) 
* Improve users table
  * Engagement / Day
  * Registration

* Update changelog
 2021-08-14 11:12:08 +02:00
Thomas
b898c0678d
Feature/refactor exchange rate service (#289) 
* Refactor exchange rate service

* Update changelog
 2021-08-14 11:06:21 +02:00
Thomas
96a615dc5d
Bugfix/only allow supported currencies in symbol search (#287) 
* Only allow supported currencies in symbol search

* Update changelog
 2021-08-13 20:29:57 +02:00
Thomas
98f44323da
Feature/improve usability of tabs on home page (#283) 
* Improve usability: lazy load endpoints on tab change

* Feature/improve portfolio summary (#285)

* Update changelog
 2021-08-13 19:26:48 +02:00
Thomas
908aba170d
Fix position chart for missing historical data (#284) 
* Fix position chart for missing historical data

* Update changelog
 2021-08-12 23:30:04 +02:00
Thomas
8ac1272a9d
Feature/eliminate name from scraper config (#277) 
* Eliminate name from scraper config

* Update changelog
 2021-08-09 21:33:58 +02:00
Thomas
0a85a56c67
Respect cash balance in allocations, do not hide cryptocurrency holdings (#280) 
* Respect cash balance in allocations, do not hide cryptocurrency holdings

* Update changelog
 2021-08-09 21:26:41 +02:00
Thomas
4ad5590838
Feature/improve data gathering (#276) 
* Improve data gathering
  * Refactoring
  * On server restart, only reset if hanging in LOCKED_DATA_GATHERING state

* Update changelog
 2021-08-09 21:11:35 +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
Thomas
37358fb480
Bugfix/add fallback if exchange service is not initialized (#264) 
* Add fallback and log error

* Update changelog
 2021-08-08 19:24:51 +02:00
Thomas
3589e72aea
Harmonize prisma service (#266) 2021-08-07 22:38:07 +02:00
Thomas
e68aa1fa68
Clean up imports (#267) 2021-08-07 22:37:39 +02:00
Thomas
bb76ace95d
Feature/improve support for draft transactions (#265) 
* Improve support for draft transactions

* Update changelog
 2021-08-07 20:52:55 +02:00
Valentin Zickner
dfcf826b4f
implement support for buy-sell(-buy) scenario (#262) 
Co-authored-by: Valentin Zickner <github@zickner.ch>
 2021-08-07 07:07:12 +02:00
Valentin Zickner
218efbb5bd
fix position diagram for sold items (#261) 
* fix position diagram for sold items

* Add missing data to position from the past

* Update changelog

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-08-07 07:03:35 +02:00
Valentin Zickner
ba3b4564cd
Bugfix/dashboard currencies (#260) 
* filter list of orders only for relevant orders

* Update changelog

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-08-06 21:47:27 +02:00
Valentin Zickner
bf256ae50c
fix position currency conversion (#256) 
Co-authored-by: Valentin Zickner <github@zickner.ch>
 2021-08-05 22:36:18 +02:00
Thomas
7f047362cc
Bugfix/fix division by zero in calculate overall gross performance (#253) 
* Fix error with division by zero

* Update changelog
 2021-08-05 07:49:25 +02:00
Thomas
94d2310217
Bugfix/fix spike of positions with differing currency of user (#248) 
* Convert market price back to currency of position

* Update changelog
 2021-08-04 20:43:00 +02:00
Thomas
b7d950f3f9
Bugfix/fix missing market state in positions (#250) 
* Fix missing market state in positions

* Update changelog
 2021-08-04 17:55:34 +02:00
Thomas
4bd41ffa41
Feature/eliminate name from timeline position (#245) 
* Eliminate name from timeline position: Get the name from the symbolProfileService instead

* Update changelog
 2021-08-01 20:43:12 +02:00
Thomas
423ceec317
Feature/remove symbol icon from dialog header (#244) 
* Remove symbol icon from dialog header

* Clean up code
 2021-08-01 17:26:39 +02:00
Valentin Zickner
5b4a1785ae
fix investment values for portfolio.service.ts (#243) 
* fix investment values for portfolio.service.ts

* Update changelog

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-08-01 16:26:25 +02:00