Thomas Kaul
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33fd1282e5
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Bugfix/fix cash position in user currency (#1433)
* Initialize cash positions with user currency
* Update changelog
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2022-11-08 17:32:50 +01:00 |
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Thomas Kaul
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43426c9b01
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Feature/restructure portfolio page (#1429)
* Restructure portfolio page
* Update changelog
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2022-11-07 16:57:26 +01:00 |
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Thomas Kaul
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2a1339b61e
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Feature/improve usage of premium indicator component (#1421)
* Improve usage of premium indicator component
* Update changelog
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2022-11-05 09:12:41 +01:00 |
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Thomas Kaul
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3b6e0b20e2
|
Add test case (#1399)
* Add test case
* Fix calculation for portfolio evolution chart
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
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2022-11-03 20:06:16 +01:00 |
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Thomas Kaul
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4c893c4dcc
|
Bugfix/fix public page (#1408)
* Fix public page
* Update changelog
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2022-10-31 20:25:42 +01:00 |
|
Thomas Kaul
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5c6cc4fed5
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Handle division by zero (#1398)
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2022-10-26 21:28:26 +02:00 |
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Thomas Kaul
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71c5412dd5
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Add test case: sell partially with huge gain (#1380)
* Add test case: sell partially with huge gain
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2022-10-20 20:56:58 +02:00 |
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Thomas Kaul
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ae85398c3d
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Fix test description (#1379)
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2022-10-20 20:48:40 +02:00 |
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Thomas Kaul
|
048900d01b
|
Bugfix/improve performance calculation for sell activitities (#1388)
* Improve performance calculation for SELL activities
* Update changelog
Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
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2022-10-20 20:47:57 +02:00 |
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Thomas Kaul
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f9e04022f4
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Remove TWR calculation (#1377)
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2022-10-18 21:06:28 +02:00 |
|
Thomas Kaul
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47f84dab06
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Remove postfix (#1360)
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2022-10-16 09:41:41 +02:00 |
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Thomas Kaul
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a65424aafa
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Feature/add total amount chart to investment timeline (#1344)
* Add total amount chart
* Update changelog
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2022-10-15 17:45:34 +02:00 |
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Thomas Kaul
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3fc2228f1d
|
Feature/switch to new performance calculation (#1336)
* Switch to new performance calculation
* Update changelog
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2022-10-08 13:20:52 +02:00 |
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Thomas Kaul
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b018819a1f
|
Bugfix/fix todays performance and chart calculation (#1333)
* Fix today's performance and chart calculation
* Update changelog
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2022-10-08 13:20:25 +02:00 |
|
Thomas Kaul
|
c2df99072d
|
Feature/refactor filters (#1299)
* Refactor filters
Co-Authored-By: Zakaria YAHI <9142557+ZakYahi@users.noreply.github.com>
|
2022-10-07 20:39:29 +02:00 |
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Thomas Kaul
|
f01a3f893d
|
Exclude accounts (#1289)
* Exclude accounts
* Update changelog
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2022-09-25 18:02:46 +02:00 |
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Thomas Kaul
|
7667af059c
|
Feature/combine performance and chart calculation (#1285)
* Combine performance and chart calculation endpoints
* Update changelog
|
2022-09-24 13:12:40 +02:00 |
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Thomas Kaul
|
b1b5689242
|
Feature/improve performance of chart calculation (#1271)
* Improve performance chart calculation
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Improve chart tooltip of benchmark comparator
* Update changelog
Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
|
2022-09-20 20:22:01 +02:00 |
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Thomas Kaul
|
d4c3a9d1e8
|
Feature/add percentage visualization of the current filter (#1268)
* Add percentage visualization of the active filter
* Update changelog
|
2022-09-17 21:24:09 +02:00 |
|
Thomas Kaul
|
263f6b32f2
|
Bugfix/fix performance chart calculation (#1267)
* Respect end date in performance chart calculation
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
|
2022-09-17 08:33:04 +02:00 |
|
Thomas Kaul
|
4f8fe83a16
|
Feature/clean up user database schema (#1242)
* Clean up user database schema
* Update changelog
|
2022-09-10 16:11:49 +02:00 |
|
Thomas Kaul
|
fc4bb71184
|
Feature/migrate date range setting to user settings (#1239)
* Migrate date range to user settings
* Refactor currency and view mode in the user user settings
* Update changelog
|
2022-09-10 11:38:06 +02:00 |
|
Thomas Kaul
|
3b2f13850c
|
Feature/improve chart calculation (#1226)
* Improve chart calculation
* Update changelog
|
2022-09-03 21:41:06 +02:00 |
|
Thomas Kaul
|
0cc42ffd7c
|
Add end date parameter (#1224)
* Add end date parameter
|
2022-09-03 21:28:57 +02:00 |
|
Thomas Kaul
|
35963580bc
|
Bugfix/improve error handling in portfolio calculations (#1215)
* Improve error handling
* Update changelog
|
2022-09-03 08:31:47 +02:00 |
|
Thomas Kaul
|
0e29278e96
|
Feature/add alias to access (#1193)
* Add alias to access
* Update changelog
|
2022-08-27 11:29:09 +02:00 |
|
Thomas Kaul
|
e444d717e5
|
Add tests for investments by month (#1089)
* Fix investments by month
* Add tests for investments and investments by month
* Update changelog
|
2022-07-22 19:00:36 +02:00 |
|
Thomas Kaul
|
0e0592180f
|
Add current month (#1067)
|
2022-07-10 09:41:48 +02:00 |
|
Thomas Kaul
|
60e2aff488
|
Extend investment timeline by month (#1066)
* Extend investment timeline grouped by month
* Update changelog
|
2022-07-09 21:18:05 +02:00 |
|
Thomas Kaul
|
30835ced88
|
Bugfix/fix holdings for basic users (#1064)
* Fix holdings for basic users
* Update changelog
|
2022-07-07 21:06:12 +02:00 |
|
Thomas Kaul
|
c0f19d56ec
|
Feature/add account detail dialog (#1047)
* Add account detail dialog
* Update changelog
|
2022-06-28 21:08:34 +02:00 |
|
Thomas Kaul
|
f7bf6e652b
|
Feature/add icon and name to positions table (#1040)
* Add icon and name
* Update changelog
|
2022-06-25 11:33:59 +02:00 |
|
Thomas Kaul
|
1ff736537c
|
Feature/add positions table to public page (#1037)
* Add positions table
* Update changelog
|
2022-06-23 19:24:24 +02:00 |
|
Thomas Kaul
|
cff8acd7b1
|
Clean up (#1022)
|
2022-06-17 20:04:52 +02:00 |
|
Thomas Kaul
|
aba562cb35
|
Bugfix/fix error handling for missing market prices (#1023)
* Add fallback for missing market price
* Update changelog
|
2022-06-16 16:49:29 +02:00 |
|
Thomas Kaul
|
3332ade3d3
|
Feature/filter public endpoint by equity asset class (#1014)
* Filter by ASSET_CLASS: EQUITY
* Update changelog
|
2022-06-15 13:21:47 +02:00 |
|
Thomas Kaul
|
e63578d8ce
|
Feature/add guards to local comparison (#986)
* Add guards
* Improve labels
|
2022-06-05 19:00:45 +02:00 |
|
Thomas Kaul
|
69088b93a6
|
Feature/add value redaction as interceptor (#960)
* Add value redaction as interceptor
* Update changelog
|
2022-05-27 11:21:47 +02:00 |
|
Thomas Kaul
|
2c4c16ec99
|
Feature/extend markets overview by benchmarks (#953)
* Add benchmarks to markets overview
* Update changelog
|
2022-05-26 18:59:29 +02:00 |
|
Thomas Kaul
|
332203b9e2
|
Feature/add support to set the base currency via env variable (#948)
* Set base currency via environment variable
* Update changelog
|
2022-05-24 20:55:55 +02:00 |
|
Thomas Kaul
|
af0863d193
|
Bugfix/fix currency conversion in accounts (#937)
* Fix currency conversion in accounts
* Update changelog
|
2022-05-21 19:58:47 +02:00 |
|
Thomas Kaul
|
5cb6e5dec6
|
Feature/support filtering by asset class on the allocations page (#926)
* Support filtering by asset class
* Update changelog
|
2022-05-16 21:49:22 +02:00 |
|
Thomas Kaul
|
160335302a
|
Feature/group filters by type (#922)
* Add groups to activities filter component
* Update changelog
|
2022-05-15 21:51:31 +02:00 |
|
Thomas Kaul
|
c1d460cead
|
Improve filtering (#901)
|
2022-05-10 21:24:36 +02:00 |
|
Thomas Kaul
|
dfa67b275c
|
Feature/improve filtering on allocations page (#900)
* Include cash positions on allocations page (with no filtering)
* Update changelog
|
2022-05-10 19:22:57 +02:00 |
|
Thomas Kaul
|
ea3a9d3b79
|
Feature/eliminate circular dependencies in common library (#896)
* Eliminate circular dependencies
* Update changelog
|
2022-05-08 22:16:47 +02:00 |
|
Thomas Kaul
|
57314d62ee
|
Feature/improve allocations page with no filter (#887)
* Improve accounts for no filters
* Update changelog
|
2022-05-07 22:33:57 +02:00 |
|
Thomas Kaul
|
16dd8f7652
|
Feature/refactor filters with interface (#883)
* Refactor filtering with an interface
* Filter by accounts
* Update changelog
|
2022-05-07 11:44:29 +02:00 |
|
Thomas Kaul
|
b7bbc029ac
|
Feature/render tags in dialogs (#864)
* Render tags
* Update changelog
|
2022-04-25 22:37:34 +02:00 |
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Thomas Kaul
|
bad9d17c44
|
Setup allocations page and endpoint (#859)
* Setup tagging system
* Update changelog
|
2022-04-24 16:23:03 +02:00 |
|