Thomas Kaul
f48ce4e1ae
Feature/reuse markets calculation in portfolio details endpoint ( #3883 )
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* Reuse markets calculation in portfolio details endpoint
* Update changelog
2024-10-06 11:03:11 +02:00
Thomas Kaul
b50a1fc63d
Feature/reuse markets calculation in public portfolio endpoint ( #3882 )
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* Reuse markets calculation in public portfolio endpoint
* Update changelog
2024-10-06 10:27:42 +02:00
Thomas Kaul
f3e2091ff4
Feature/refactor markets calculation in details of portfolio service ( #3871 )
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* Refactor markets calculation
2024-10-05 09:58:09 +02:00
Thomas Kaul
bcc8cb1e5b
Feature/modernize rules implementation ( #3869 )
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* Modernize rules implementation
* Include markets in details
2024-10-04 21:44:07 +02:00
Thomas Kaul
d00d7ac1dd
Feature/add support for archived product page ( #3843 )
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* Add support for archived product page
2024-09-29 19:27:02 +02:00
Thomas Kaul
bb445ddf2e
Feature/improve experimental chart in account detail dialog ( #3813 )
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* Improve chart in account detail dialog
* Update changelog
2024-09-24 19:45:48 +02:00
Thomas Kaul
4a97e2bb54
Feature/align holdings and regions of public page with allocations page ( #3815 )
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* Align holdings and regions of public page with allocations page
* Update changelog
2024-09-24 19:17:58 +02:00
Thomas Kaul
583c14128b
Feature/extend public api with portfolio performance metrics endpoint ( #3762 )
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* Extend Public API with portfolio performance metrics endpoint
* Update changelog
2024-09-21 10:42:43 +02:00
Nikolai
38ac3d387b
Feature/extend market data endpoint by lastMarketPrice ( #3752 )
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* Extend market data endpoint by lastMarketPrice
* Integrate last market price in admin market data
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-15 20:18:24 +02:00
Thomas Kaul
3de192c65e
Feature/expose thresholds in rule settings ( #3770 )
2024-09-14 19:42:37 +02:00
Shaunak Das
383a02519a
Feature/extend filters of order endpoint ( #3743 )
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* Extend filters of order endpoint
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-10 20:22:51 +02:00
Thomas Kaul
9cd4321bd0
Feature/extract users from admin control panel endpoint to dedicated endpoint ( #3740 )
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* Introduce GET api/v1/admin/user endpoint
* Update changelog
2024-09-08 09:56:08 +02:00
Shaunak Das
7ea9061852
Feature/execute scraper configuration instantly ( #3723 )
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* Execute scraper configuration instantly
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-04 21:17:38 +02:00
gizmodus
f360a12823
Feature/rework portfolio calculator ( #3393 )
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* Rework portfolio calculation
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-08-24 16:59:50 +02:00
Bastien Jeannelle
2b212078b8
Feature/add support to deactivate x-ray rules ( #3537 )
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* Add support to deactivate X-ray rules
* Update changelog
2024-08-21 19:38:37 +02:00
Thomas Kaul
41f5801b5e
Feature/refactor unique asset type to asset profile identifier ( #3636 )
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* Refactoring
2024-08-04 08:27:05 +02:00
Thomas Kaul
02db0db733
Feature/persist view mode of holdings tab on home page ( #3624 )
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* Persist view mode of holdings in user settings
* Update changelog
2024-08-02 20:27:58 +02:00
Thomas Kaul
43fca7ff43
Feature/improve personal finance tools product page ( #3599 )
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* Localize origin
* Localize regions
* Localize tags
2024-07-23 20:59:23 +02:00
Thomas Kaul
43afb16808
Feature/introduce isUsedByUsersWithSubscription flag ( #3573 )
2024-07-16 20:51:49 +02:00
Thomas Kaul
519827045a
Feature/add dialog for benchmarks in markets overview ( #3493 )
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* Add benchmarks dialog in markets overview
* Update changelog
2024-06-15 09:49:54 +02:00
Eduardo Marinho
873fd53715
Feature/extend market data with currencies preset by activities count and date ( #3460 )
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* Extend market data with currencies preset by activities count and date
* Update changelog
2024-06-12 20:28:55 +02:00
Thomas Kaul
cc92592d86
Feature/refactor personal finance tools section ( #3478 )
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* Refactoring
2024-06-11 11:57:24 +02:00
Thomas Kaul
8a9ae9bb33
Feature/allocations by etf holding ( #3464 )
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* Setup allocations by ETF holding
* Update changelog
2024-06-07 21:45:07 +02:00
Thomas Kaul
c009f8c12f
Feature/add data provider info to asset profile details dialog ( #3434 )
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* Add data provider info to asset profile details dialog
* Update changelog
2024-06-01 10:55:42 +02:00
Eduardo Marinho
60ef46accf
Bugfix/fix state handling of currency selector component ( #2795 ) ( #3429 )
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* Fix state handling of currency selector component
* Update changelog
2024-06-01 10:53:02 +02:00
Thomas Kaul
f2cb671c7f
Feature/optimize get porfolio details endpoint ( #3366 )
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* 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
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
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* 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 )
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* 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 )
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* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
2024-04-21 17:11:53 +02:00
Thomas Kaul
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
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* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
2024-04-14 08:12:32 +02:00
Thomas Kaul
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
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* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
2024-04-13 11:07:18 +02:00
Thomas Kaul
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
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* Adapt priorities of data gathering jobs
* Update changelog
2024-04-13 09:28:14 +02:00
Thomas Kaul
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
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* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
2024-03-30 13:06:42 +01:00
Thomas Kaul
5ffc39c32f
Feature/improve usability to delete asset profile ( #3208 )
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* Disable delete button for benchmarks
* Update changelog
2024-03-30 11:23:59 +01:00
Thomas Kaul
88a9b518f6
Bugfix/fix issue with overridden names in activities table ( #3200 )
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* Fix issue with overridden names
* Update changelog
2024-03-29 09:50:04 +01:00
Christoph Califice
0edebe30e1
Feature/Add user account currency to export ( #3194 )
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* Add user account currency to export
* Update changelog
2024-03-27 18:08:34 +01:00
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
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* Upgrade @types/big.js to version 6.2.2
* Refactor imports
2024-03-25 08:34:30 +01:00
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
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* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-03-16 14:20:58 +01:00
Thomas Kaul
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
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* Fix total dividend calculation
* Update changelog
2024-03-16 10:04:57 +01:00
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
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* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
2024-03-09 19:56:26 +01:00
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities ( #3118 )
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* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
2024-03-09 11:07:01 +01:00
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
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* Integrate dividend into transaction point concept
* Update changelog
2024-03-07 20:07:50 +01:00
Gerard Du Pre
77358eed65
Feature/Include user role in admin endpoint ( #3107 )
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* Include user role in admin endpoint
2024-03-07 19:38:57 +01:00
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
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* Integrate (wealth) items into transaction point concept
* Update changelog
2024-03-02 14:29:03 +01:00
Thomas Kaul
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
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* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
2024-02-24 19:58:13 +01:00
Thomas Kaul
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
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* Remove isDefault flag from Account database schema
* Update changelog
2024-02-24 19:44:56 +01:00
Thomas Kaul
78b3328bf7
Add activities count ( #3005 )
2024-02-15 10:25:47 +01:00
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
2024-02-11 17:50:18 +01:00
Thomas Kaul
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
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* Introduce setting to disable data gathering
* Update changelog
2024-02-11 10:06:07 +01:00
Thomas Kaul
893e76f83f
Feature/provide data provider info in search ( #2958 )
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* Provide data provider info in search
* Update changelog
2024-02-05 19:55:39 +01:00
