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331ac7ded2
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remove unused method in portfolio.service.ts (#240)
Co-authored-by: Valentin Zickner <github@zickner.ch>
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2021-08-01 09:39:41 +02:00 |
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92b44ba658
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Update changelog
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2021-08-01 00:55:10 +02:00 |
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982ba7377a
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remove legacy portfolio.ts
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2021-08-01 00:55:10 +02:00 |
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4bbd17a37a
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fix tests
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2021-08-01 00:55:10 +02:00 |
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6a7def6c48
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Clean up
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2021-08-01 00:55:10 +02:00 |
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ea219f0b88
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Add guard
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2021-08-01 00:55:10 +02:00 |
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23b2e03923
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refactor rule evaluation
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2021-08-01 00:55:10 +02:00 |
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04e6518226
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move report generation to PortfolioService
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2021-08-01 00:55:10 +02:00 |
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72dbe00091
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change rule service interface
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2021-08-01 00:55:10 +02:00 |
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9834c52739
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refactor rule settings
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2021-08-01 00:55:10 +02:00 |
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c47578bd3e
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Clean up
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2021-08-01 00:55:10 +02:00 |
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9e4a49d811
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Remove fallback
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2021-08-01 00:55:10 +02:00 |
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a3a98c68a5
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Fix missing currency conversion
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2021-08-01 00:55:10 +02:00 |
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21570cca19
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Fix impersonation in performance endpoint
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2021-08-01 00:55:10 +02:00 |
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71a3115fc6
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refactor get position endpoint
Co-authored-by: Thomas <dotsilver@gmail.com>
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2021-08-01 00:55:10 +02:00 |
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de83dc7b84
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create investment endpoint for analysis timeline
Co-authored-by: Thomas <dotsilver@gmail.com>
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2021-08-01 00:55:10 +02:00 |
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4a0695613e
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refactor PortfolioService#getOverview
Co-authored-by: Thomas <dotsilver@gmail.com>
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2021-08-01 00:55:10 +02:00 |
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328d814922
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remove getPerformance from portfolio.ts
Co-authored-by: Thomas <dotsilver@gmail.com>
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2021-08-01 00:55:10 +02:00 |
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d23addb673
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change getDetails to portfolio-calculator.ts
Co-authored-by: Thomas <dotsilver@gmail.com>
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2021-08-01 00:55:10 +02:00 |
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fb15cebb64
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Add test (#237)
* Add test
* fix calculation for overall gross performance percentage
Co-authored-by: Valentin Zickner <github@zickner.ch>
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2021-08-01 00:55:10 +02:00 |
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9c51a257ae
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fix performance of combination of investments
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2021-08-01 00:55:10 +02:00 |
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f9b9dc32cb
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Always show positions title
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2021-08-01 00:55:10 +02:00 |
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e7194ef3ce
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Use new positions service
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2021-08-01 00:55:10 +02:00 |
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ec5523b459
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Handle empty portfolio
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2021-08-01 00:55:10 +02:00 |
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c8c21a016a
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Handle empty portfolio
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2021-08-01 00:55:10 +02:00 |
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9821b7f8f0
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Add TWR test scenario 1 (#236)
* Add TWR test scenario 1
* fix second transaction item
* change time-weighted rate algorithm
Co-authored-by: Valentin Zickner <valentin.zickner@flowable.com>
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2021-08-01 00:55:10 +02:00 |
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ed731afc66
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fix market price fetch in case symbols are missing
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2021-08-01 00:55:10 +02:00 |
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ff15d5cbc4
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Rename performance labels
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2021-08-01 00:55:10 +02:00 |
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3c4949de35
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Hide net performance
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2021-08-01 00:55:10 +02:00 |
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bd0e53525b
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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cbdb68e2f8
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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8571709014
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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e7ef1d426e
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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39cba0a8eb
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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a90c314e30
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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47d71405e1
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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5e9cecc6c1
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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fb9e66318f
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Improve test
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2021-08-01 00:55:10 +02:00 |
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b8194eb64f
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Clean up code
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2021-08-01 00:55:10 +02:00 |
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cbb81916ee
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Sort imports
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2021-08-01 00:55:10 +02:00 |
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9b1e9397a8
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add errors in case gross performance is not set
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2021-08-01 00:55:10 +02:00 |
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b779964adb
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add error handling to performance aggregation
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2021-08-01 00:55:10 +02:00 |
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409afac2a9
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fix rate conversion for todays symbols
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2021-08-01 00:55:10 +02:00 |
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e0a4e16ea1
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Improve error handling
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2021-08-01 00:55:10 +02:00 |
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dc84abdc0a
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change performance report to portfolio calculator
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2021-08-01 00:55:10 +02:00 |
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b031b028f1
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add today to getValues
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2021-08-01 00:55:10 +02:00 |
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3b7e0a0106
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remove unnecessary if condition
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2021-08-01 00:55:10 +02:00 |
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ea66081073
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move interfaces to separate files
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2021-08-01 00:55:10 +02:00 |
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602a770a09
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fix typo
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2021-08-01 00:55:10 +02:00 |
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e522722aa6
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Update comment
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2021-08-01 00:55:10 +02:00 |
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