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267 Commits

Author SHA1 Message Date
Thomas Kaul
c9237146e2
Feature/add investment value to chart (#2948) 
* Add investment value to chart

* Update changelog
 2024-02-03 09:23:19 +01:00
Thomas Kaul
f3ee99fb2b
Feature/extend assistant by account selector (#2929) 
* Add account selector to assistant

* Update changelog
 2024-01-27 10:48:46 +01:00
Francisco Silva
3df8810412
Feature/Add support to grant private access with permissions (#2870) 
* Add support to grant private access with permissions

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
 2024-01-27 09:44:13 +01:00
Thomas Kaul
7b45a8b3fc
Introduce type (#2885) 2024-01-16 19:42:39 +01:00
Thomas Kaul
005890d785
Improve extractNumberFromString() for international number formats (#2843) 
* Set up test

* Add support for international formatted numbers

* Expose locale in scraper configuration

* Update changelog
 2024-01-13 16:17:38 +01:00
gizmodus
be801b481e
Feature/Add exchange rate effects to portfolio calculation (#2834) 
* Add exchange rate effects to portfolio calculation

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
 2024-01-13 13:07:33 +01:00
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector (#2838) 
* Extend assistant by tag selector

* Update changelog
 2024-01-07 16:56:25 +01:00
Thomas Kaul
af71274ea9
Feature/remove account type enum (#2832) 
* Remove AccountType enum

* Update changelog
 2024-01-06 14:19:42 +01:00
Francisco Silva
62f85293e2
#2820 Grant private access (#2822) 
* Grant private access

* Update changelog
 2024-01-06 10:27:21 +01:00
Thomas Kaul
e465f1b791
Feature/add support to edit currency of asset profile with data source manual (#2789) 
* Add support to edit currency

* Update changelog
 2023-12-29 19:55:51 +01:00
gizmodus
b183c45027
Time weighted portfolio performance calculation (#2778) 
* Implement time weighted portfolio performance calculation

* Update changelog
 2023-12-27 15:55:35 +01:00
Thomas Kaul
ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview (#2740) 
* Highlight all time high

* Update changelog
 2023-12-11 19:45:30 +01:00
Thomas Kaul
2b491dc732
Extend performance endpoint by net worth per day (#2574) 
* Extend performance endpoint by net worth per day

* Update changelog
 2023-11-26 21:17:15 +01:00
Thomas Kaul
1586cd3a59
Feature/change twitter to x (#2654) 
* Change Twitter to X

* Update changelog
 2023-11-15 21:20:51 +01:00
Aldrin
aa72287d54
Extend benchmarks in the markets overview by 50-Day and 200-Day trends (#2575) 
* Extend benchmarks in the markets overview by 50-Day and 200-Day trends

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-11-15 20:25:16 +01:00
Thomas Kaul
12aac101bd
Feature/extend system message (#2628) 
* Extend system message

* Update changelog
 2023-11-09 19:23:36 +01:00
Thomas Kaul
5272407af8
Feature/extend personal finance tools pages 20231104 (#2587) 
* Introduce alias

* Add Rocket Money

* Add 8FIGURES
 2023-11-04 10:17:17 +01:00
Thomas Kaul
e69c7a753c
Feature/add edit exchange rate button to admin control (#2577) 
* Ad edit button

* Update changelog
 2023-11-02 19:35:03 +01:00
Aldrin
96b5dcfaf8
Create reusable currency selector component using mat-autocomplete (#2487) 
* Create reusable currency selector component using mat-autocomplete

* Update changelog
 2023-10-23 20:30:05 +02:00
Thomas Kaul
30e561c06f
Feature/extend assistant with search for asset profile (#2499) 
* Extend assistant with search for asset profile

* Extend search results by currency, symbol and asset sub class

* Update changelog
 2023-10-16 21:54:36 +02:00
Pavol Kolcun
7ae49eb839
Add endpoint for account balances (#2484) 
* Add endpoint for account balances

* Update changelog

---------

Co-authored-by: Pavol Kolcun <pavol.kolcun@student.tuke.sk>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-15 17:09:47 +02:00
Kevin
6c66033eb4
Add date to markets overview by benchmarks (#2436) 
* Add date

* Update changelog
 2023-10-10 17:31:53 +02:00
Kevin
37ff7acf04
Change platform control from select to autocomplete in account dialog (#2429) 
* Change platform control from select to autocomplete in account dialog

* Update changelog
 2023-10-08 19:17:55 +02:00
Thomas Kaul
8236091477
Feature/add support for search query in portfolio position endpoint (#2443) 
* Introduce search query filter

* Update changelog
 2023-10-07 19:30:28 +02:00
Siddharth Singh
d9a6c22e1e
Add application version to admin endpoint (#2423) 
* Add application version to admin endpoint

* Update changelog
 2023-10-04 16:15:08 +02:00
Thomas Kaul
6744245d8b
Feature/extend personal finance tools pages 20230922 (#2369) 
* Extend pages

* Refactoring
 2023-09-22 20:04:40 +02:00
Thomas Kaul
b12349a148
Feature/add support for interest on account level (#2354) 
* Add support for interest

* Update changelog
 2023-09-19 20:37:04 +02:00
Thomas Kaul
ab691bb27a
Feature/remove account type from user interface (#2335) 
* Remove account type from user interface and set it optional

* Update changelog
 2023-09-15 19:11:20 +02:00
Thomas Kaul
0fd3db3228
Bugfix/fix cash position rows in holdings table (#2237) 
* Fix cash position rows

* Update changelog
 2023-08-17 20:23:23 +02:00
Thomas Kaul
622bb8b0cf
Feature/add allocations by market chart (#2171) 
* Add allocations by (advanced) market

* Fix public page

* Update changelog
 2023-07-24 20:04:34 +02:00
Thomas Kaul
cd67ce82fa
Feature/rename queries to presets in market data table of admin control (#2165) 
* Rename queries to presets

* Update changelog
 2023-07-21 11:40:49 +02:00
Thomas Kaul
bdf72164b1
Feature/break down emergency fund by cash and assets (#2159) 
* Break down emergency fund in cash and assets

* Update changelog
 2023-07-19 11:30:48 +02:00
Thomas Kaul
455a2d2e92
Refactor value to valueInBaseCurrency (#2160) 2023-07-18 21:29:08 +02:00
Thomas Kaul
68a9a7f6f9
Feature/add queries to market data table in admin control (#2153) 
* Add queries

* ETF_WITHOUT_COUNTRIES
* ETF_WITHOUT_SECTORS

* Update changelog
 2023-07-15 17:54:16 +02:00
Thomas Kaul
c25f532487
Improve product pages (#2143) 2023-07-11 21:40:45 +02:00
Thomas Kaul
2d23c566f1
Feature/setup personal finance tools pages (#2135) 2023-07-09 10:42:10 +02:00
Thomas Kaul
e62da06c5c
Feature/extend scraper configuration support (#2110) 
* Extend scraper configuration support

* Update changelog
 2023-07-01 11:08:10 +02:00
Thomas Kaul
0a465f125d
Feature/add pagination to market data table in admin control panel (#2108) 
* Add pagination

* Update changelog
 2023-07-01 10:49:00 +02:00
Thomas Kaul
7931e6950d
Feature/add support for liabilities (#1789) 
* Add support for liabilities

* Update changelog
 2023-06-10 16:17:11 +02:00
Thomas Kaul
d630fb900d
Feature/add investment streaks (#2042) 
* Add investment streaks

* Current streak
* Longest streak

* Add unit to value component

* Update changelog
 2023-06-04 09:35:58 +02:00
Thomas Kaul
ae57a188f5
Feature/improve tab navigations (#2031) 
* Improve tab navigations

* Update changelog
 2023-06-03 07:44:59 +02:00
Thomas Kaul
19333ab084
Fix warnings (#2011) 2023-05-27 10:48:10 +02:00
Thomas Kaul
215f5eafa6
Feature/set asset profile as benchmark (#2002) 
* Set asset profile as benchmark

* Update changelog

Co-authored-by: Arghya Ghosh <arghyag5@gmail.com>
 2023-05-24 21:22:32 +02:00
Thomas Kaul
86296b3591
Feature/improve local number formatting in value component (#1992) 
* Improve local number formatting

* Update changelog
 2023-05-20 10:53:04 +02:00
Thomas Kaul
edd690850c
Feature/setup open startup page (#1967) 
* Setup Open Startup page

* Update changelog
 2023-05-18 12:31:36 +02:00
Thomas Kaul
15c96a9757
Feature/add allocations by platform chart (#1915) 
* Add allocations by platform

* Update changelog
 2023-05-01 17:44:35 +02:00
Thomas Kaul
1ca3792a4b
Feature/clean up initial values from x ray (#1914) 
* Clean up initial (original) values from X-Ray

* Refactor current to valueInBaseCurrency

* Update changelog
 2023-05-01 17:16:02 +02:00
Thomas Kaul
9bce57894e
Feature/increase historical market data gathering to 10 years (#1830) 
* Increase historical market data gathering of currency pairs to 10+ years

* Update changelog
 2023-04-07 16:35:37 +02:00
Thomas Kaul
6d56146054
Feature/add support for multiple subscription offers (#1818) 
* Setup for multiple subscription offers

* Update changelog
 2023-04-02 09:44:13 +02:00
Thomas Kaul
3af8be89e3
Feature/improve usability of fire calculator (#1779) 
* Improve usability

* Add debounce
* Persist annualInterestRate
* Partially disable date picker

* Update changelog
 2023-03-12 09:55:55 +01:00