267 Commits

Author SHA1 Message Date
Thomas Kaul
3646fb7f77
Feature/refactor portfolio holding response (#4649)
* Refactor portfolio holding response

* maxPrice -> marketPriceMax
* minPrice -> marketPriceMin
* orders -> activities
2025-05-04 09:48:43 +02:00
Thomas Kaul
1bced96460
Feature/deprecate portfolio position endpoints (#4648)
* Deprecate api/v1/portfolio/position endpoints

* Update changelog
2025-05-03 20:47:02 +02:00
Thomas Kaul
3e963228d6
Feature/refactor accounts response interface (#4644)
* Refactor accounts response interface
2025-05-02 19:15:11 +02:00
Kenrick Tandrian
770b322137
Feature/extend watchlist endpoint by name, performances and market condition (#4634)
* Extend watchlist endpoint by name, performances and market condition

* Update changelog
2025-05-02 16:11:24 +02:00
Thomas Kaul
b90bfc3d6e
Feature/extend data providers management of admin control panel (#4615)
* Extend data providers management

* Update changelog
2025-04-28 19:42:39 +02:00
Kenrick Tandrian
c671ea4022
Feature/add frontend for watchlist (#4604)
* Add frontend for watchlist

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-04-28 17:17:35 +02:00
Thomas Kaul
862de91e7b
Feature/respect watcher count in delete asset profile checkbox (#4609)
* Respect watchedByCount in delete asset profile checkbox

* Update changelog
2025-04-27 09:46:25 +02:00
Thomas Kaul
71fc3906c7
Feature/add performance calculation type to user settings (#4567)
* Add performance calculation type to user settings

* Update changelog
2025-04-21 19:28:31 +02:00
Thomas Kaul
07ad7f2817
Bugfix/fix upgrade vs. renew subscription button labels (#4549)
* Fix upgrade vs. renew subscription button labels
2025-04-17 20:33:11 +02:00
Thomas Kaul
94e53c7d4a
Feature/move subscription offer from info to user service (#4533)
* Move subscription offer from info to user service

* Update changelog
2025-04-16 20:57:28 +02:00
csehatt741
0f557f431e
Feature/add status column to market data table in admin control panel (#4520)
* Add status column to market data table in admin control panel

* Update changelog
2025-04-09 19:33:00 +02:00
Tobias Kugel
57748a18ef
Feature/add data gathering toggle to asset profile details dialog (#4497)
* Add data gathering toggle to asset profile details dialog

* Update changelog
2025-04-05 10:52:31 +02:00
csehatt741
4842c347a9
Feature/generate new security token for user via admin control panel (#4458)
* Generate new security token for user via admin control panel

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-03-22 10:56:01 +01:00
Sayed Murtadha Ahmed
6c624fefc9
Feature/eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component (#4462)
* Eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component

* Update changelog
2025-03-22 10:21:28 +01:00
Thomas Kaul
4db8c007f0
Bugfix/fix activities import with account balances (#4446)
* Fix import with account balances

* Update changelog
2025-03-17 22:27:22 +01:00
Thomas Kaul
b90e3076d0
Feature/remove exchange rates from admin control overview (#4439)
* Remove exchange rates

* Update changelog
2025-03-15 18:25:15 +01:00
Thomas Kaul
70cd1a89b5
Feature/extend Ghostfolio data provider (#4420)
* Extend Ghostfolio data provider
2025-03-10 20:45:41 +01:00
csehatt741
cb1f488eb4
Feature/extend export by account balances (#4390)
* Extend export by account balances

* Update changelog
2025-03-09 10:56:39 +01:00
csehatt741
035306d4d8
Feature/add createdAt to snapshot and public portfolio endpoint response (#4350)
* Add createdAt to snapshot and public portfolio endpoint response

* Update changelog

---------

Co-authored-by: Verbindolai <nikolaiwieczorek@web.de>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-02-28 21:00:02 +01:00
Sayed Murtadha Ahmed
2f35f7225f
Feature/extend export by platforms (#4360)
* Extend export by platforms

* Update changelog
2025-02-27 20:59:12 +01:00
Shaunak Das
7577a452f0
Feature/add activities count to GET user endpoint (#4351)
* Add activities count to GET user endpoint

* Update changelog
2025-02-23 08:50:59 +01:00
Sayed Murtadha Ahmed
05b0728b2a
Feature/extend export by tags (#4337)
* Extend export by tags

* Update changelog
2025-02-22 09:20:39 +01:00
Shaunak Das
ece8c80aa1
Feature/regional market cluster risk for Asia-Pacific (#4313)
* Add regional market cluster risk for Asia-Pacific

* Update changelog
2025-02-12 21:18:35 +01:00
Shaunak Das
b616274380
Feature/add regional market cluster risk for Japan (#4309)
* Add regional market cluster risk for Japan

* Update changelog
2025-02-11 21:17:30 +01:00
Shaunak Das
dee612b2a2
Feature/add regional market cluster risk for emerging markets (#4291)
* Add regional market cluster risk for emerging markets

* Update changelog
2025-02-07 18:08:14 +01:00
Shaunak Das
06298089db
Feature/add regional market cluster risk rule for Europe (#4271)
* Add regional market cluster risk rule for Europe

* Update changelog
2025-02-04 19:58:50 +01:00
Shaunak Das
8bd869e1b2
Feature/add regional market cluster risk for north america (#4240)
* Add regional market cluster risk for north america

* Update changelog
2025-01-30 22:41:13 +01:00
Thomas Kaul
4cb4375514
Bugfix/fix issue with holdings and sectors while using symbol profile overrides (#4234)
* Fix issue with holdings and sectors while using symbol profile overrides

* Update changelog
2025-01-24 19:47:50 +01:00
Thomas Kaul
d7171b9221
Feature/extend promotion system by label (#4181)
* Extend promotion system by label
2025-01-12 11:35:17 +01:00
Thomas Kaul
8c7cb78c0b
Feature/add copy AI prompt to clipboard action to analysis page (#4176)
* Add copy AI prompt to clipboard action

* Update changelog
2025-01-08 19:55:23 +01:00
Thomas Kaul
c9047e7c17
Feature/add user interface for received access (#4146)
* Add user interface for received access

* Update changelog
2024-12-27 10:12:45 +01:00
Thomas Kaul
6ee6121317
Feature/set up asset class cluster risk x-ray rule (#4128)
* Set up Asset Class Cluster Risk rule (equity)

* Set up Asset Class Cluster Risk rule (fixed income)

* Update changelog
2024-12-17 20:33:57 +01:00
Thomas Kaul
c3bd433ac9
Feature/move market data management from admin to dedicated endpoint (#4125)
* Move market data management from admin to dedicated endpoint

* Update changelog
2024-12-15 20:18:42 +01:00
Thomas Kaul
291be3e605
Feature/extend X-ray page by summary (#4107)
* Add summary to X-ray page

* Update changelog
2024-12-08 08:05:08 +01:00
Thomas Kaul
13582afd93
Feature/Setup API keys for Ghostfolio data provider (#4093)
* Setup API keys for Ghostfolio data provider
2024-12-07 15:13:12 +01:00
Thomas Kaul
3194ed2145
Feature/improve usability of Ghostfolio data provider (#4086)
* Improve usability
2024-11-30 17:30:49 +01:00
Thomas Kaul
2067e8ea40
Feature/add support for dividends in Ghostfolio data provider (#4081)
* Add support for dividends
2024-11-30 11:49:24 +01:00
Thomas Kaul
fc7e350cf7
Feature/extend users table of admin control panel (#4076)
* Extend users table

* Update changelog
2024-11-27 08:10:20 +01:00
Thomas Kaul
5f98dfa5d6
Feature/set up Ghostfolio data provider (#4016)
* Set up Ghostfolio data provider

* Update translations

* Update changelog
2024-11-24 19:49:08 +01:00
Jory Hogeveen
707c77f0cf
Feature/extend allocations by ETF holding with parent ETFs (#4044)
* Extend allocations by ETF holding with parent ETFs

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-11-23 10:25:07 +01:00
QURBAN AHMAD
6d440eb777
Feature/add count to admin user endpoint response (#4058)
* Add count to admin user endpoint response

* Update changelog
2024-11-20 20:20:11 +01:00
Amandee Ellawala
6057794eb6
Feature/extend assistant by holding selector (#4031)
* Extend assistant by holding selector

* Update changelog
2024-11-10 10:29:43 +01:00
Thomas Kaul
93001b68ad
Feature/introduce lookup response interface (#4019)
* Introduce lookup response interface

* Refactor lookup item interface
2024-11-03 19:58:19 +01:00
Thomas Kaul
5f56812125
Feature/extend promotion system (#4008)
* Extend promotion system
2024-11-02 13:44:57 +01:00
Thomas Kaul
5de176a7ef
Feature/rename allocation cluster risk x ray rule (#3994)
* Rename Allocation Cluster Risk to Economic Market Cluster Risk

* Update changelog
2024-10-28 20:03:37 +01:00
dw-0
405ec0d2b2
Feature/switch the consistent-type-definitions eslint rule from warn to error (#3980)
* Switch the consistent-type-definitions eslint rule from warn to error

* Update changelog

---------

Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2024-10-26 09:41:37 +02:00
Thomas Kaul
144e5da753
Feature/add units to x ray rule settings (#3926)
* Introduce unit

* Update changelog
2024-10-15 20:49:04 +02:00
Thomas Kaul
f8da265f5f
Feature/restructure XRayRulesSettings (#3898)
* Restructure XRayRulesSettings

* Update changelog
2024-10-12 21:04:09 +02:00
Matej Gerek
98957d282e
Feature/move tags from info to user service (#3859)
* Move tags from info to user service

* Update changelog
2024-10-09 21:04:37 +02:00
Thomas Kaul
bce18f7261
Feature/reuse advanced markets calculation in portfolio details endpoint (#3884) 2024-10-06 17:05:06 +02:00