sudacode/ghostfolio
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32 Commits

Author SHA1 Message Date
Thomas Kaul
2e5176bacf
Feature/extend import by csv files (#419) 
* Support import of csv files

* Update changelog
 2021-10-15 22:22:45 +02:00
Thomas Kaul
dcee651098
Feature/support unlimited currencies (#387) 
* Support unlimited currencies

* Update changelog
 2021-09-24 21:09:48 +02:00
Thomas Kaul
0f72673ef4
Feature/respect data source in symbol data endpoint (#370) 
* Respect data source in symbol data endpoint

* Respect data source in the data provider service

* Combine symbol with data source in get() of data provider service

* Improve search functionality for multiple data sources

* Update changelog
 2021-09-18 19:32:22 +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
39f315aba0
Feature/add annualized performance (#364) 
* Add annualized performance

* Update changelog
 2021-09-11 20:16:53 +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
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
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
72c065a59d
Feature/introduce asset sub class (#312) 
* Introduce asset sub class

* Update changelog
 2021-08-22 22:19:10 +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
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
Thomas
77936e3bf3
Feature/improve users table (#291) 
* Improve users table
  * Engagement / Day
  * Registration

* Update changelog
 2021-08-14 11:12:08 +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
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
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
Valentin Zickner
de83dc7b84 create investment endpoint for analysis timeline 
Co-authored-by: Thomas <dotsilver@gmail.com>
 2021-08-01 00:55:10 +02:00
Thomas
e0435e5cad Add name to position 2021-08-01 00:55:10 +02:00
Thomas
1226c26a9d Refactor positions 2021-08-01 00:55:10 +02:00
Thomas
1e368d6e2d Extend type 2021-08-01 00:55:10 +02:00
Thomas
b4dc21dd61 Implement new positions endpoint 2021-08-01 00:55:10 +02:00
Thomas
51fbc538ca
Feature/set public stripe key dynamically (#216) 
* Set public Stripe key dynamically

* Update changelog
 2021-07-17 11:04:43 +02:00
Thomas
ecfe694f0b
Feature/export transactions (#209) 
* Export functionality for transactions

* Update changelog
 2021-07-11 17:05:58 +02:00
Thomas
2c19d8c8e7
Feature/add balance to account (#193) 
* Add balance attribute and calculate total balance

* Update changelog
 2021-07-07 21:23:36 +02:00
Thomas
ad00cd9d81
Feature/setup subscription with stripe (#178) 
* Set up stripe for subscriptions

* Update permissions and add discount

* Update changelog
 2021-06-21 20:03:36 +02:00
Thomas
66c955ad6c
Feature/ghostfolio in numbers (#175) 
* Add Ghostfolio in numbers section

* Update changelog
 2021-06-17 22:59:48 +02:00
Thomas
0264b592b9
Feature/improve investments by sector (#172) 
* Improve investments analysis by sector

* Update changelog
 2021-06-16 17:05:43 +02:00
Thomas
6a03120225
Feature/add symbol profile model (#148) 
* Add symbol profile model and positions by country chart

* Add positions by continent chart

* Fix tests

* Extend seed

* Update changelog
 2021-06-06 15:31:28 +02:00
Thomas
7788465272
Release 1.10.1 (#139) 2021-06-02 21:24:27 +02:00
Thomas
e7fbcd4fa0
Feature/extend pricing page (#130) 
* Extend pricing page

* Feature/align pricing page with subscription model (#135)

* Align pricing page with subscription model

* Update changelog
 2021-06-02 20:15:53 +02:00
Thomas
78a4946e8b
Feature/zen mode (#110) 
* Start with implementation
* Refactor AuthGuard, persist displayMode in user settings
* Refactor DisplayMode to ViewMode
* Update changelog
 2021-05-22 10:04:56 +02:00
Thomas
abd0e08566
Introduce @ghostfolio/common lib (#102) 2021-05-16 22:11:14 +02:00