537 Commits

Author SHA1 Message Date
Thomas Kaul
4d3dff3e5b
Feature/extend personal finance tools 20240629 ()
* Add Anlage.App

* Add Portfoloo

* Add SharesMaster

* Add Merlin

* Add Holistic

* Add AlphaTrackr

* Add Segmio
2024-06-29 10:53:08 +02:00
Thomas Kaul
ee086638f3
Feature/add benchmarks preset to admin control panel ()
* Add benchmarks preset

* Update changelog
2024-06-26 20:18:53 +02:00
Thomas Kaul
c4499df74c
Feature/add wealthy tracker ()
* Add Wealthy Tracker
2024-06-23 10:22:35 +02:00
Eduardo Marinho
ff121243e4
Feature/extend asset profile for currency ()
* Extend asset profile for currency

* Update changelog
2024-06-22 09:54:23 +02:00
Thomas Kaul
0780ee4adb
Feature/improve language localization for de 20240620 ()
* Update translations

* Update changelog
2024-06-20 20:45:56 +02:00
Thomas Kaul
6c2acf2aa6
Feature/set up ssl for local development ()
* Set up SSL for local development

* Update changelog
2024-06-15 10:53:20 +02:00
Thomas Kaul
519827045a
Feature/add dialog for benchmarks in markets overview ()
* Add benchmarks dialog in markets overview

* Update changelog
2024-06-15 09:49:54 +02:00
Thomas Kaul
bf20a5de82
Feature/improve date validation in activity endpoints ()
* Improve date validation

* Update changelog
2024-06-14 03:40:47 +02:00
Eduardo Marinho
873fd53715
Feature/extend market data with currencies preset by activities count and date ()
* 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 ()
* Refactoring
2024-06-11 11:57:24 +02:00
Thomas Kaul
f5e6f7dcfe
Bugfix/fix initialization of fire calculator ()
* Fix initialization

* Update changelog
2024-06-08 18:44:57 +02:00
Thomas Kaul
87501e094d
Feature/improve allocations by ETF holding for mobile () 2024-06-08 17:20:38 +02:00
Thomas Kaul
23e4d5454d
Feature/improve allocations by etf holding ()
* Improve allocations by ETF holding

* Update changelog
2024-06-08 11:17:27 +02:00
Thomas Kaul
8a9ae9bb33
Feature/allocations by etf holding ()
* Setup allocations by ETF holding

* Update changelog
2024-06-07 21:45:07 +02:00
Thomas Kaul
6d941500cd
Bugfix/fix default locale in value component ()
* Fix default locale

* Update changelog
2024-06-06 17:22:23 +02:00
Eduardo Marinho
1a0cb561cd
Feature/add ability to close user account ()
* Add ability to close user account

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-06-04 15:07:06 +02:00
Thomas Kaul
c009f8c12f
Feature/add data provider info to asset profile details dialog ()
* 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 () ()
* Fix state handling of currency selector component

* Update changelog
2024-06-01 10:53:02 +02:00
Thomas Kaul
b12ac1fe84
Feature/simplify module imports of api ()
* Simplify module imports
2024-06-01 10:02:43 +02:00
Thomas Kaul
4355c96ab6
Bugfix/fix initial annual interest rate in fire calculator ()
* Fix initial annual interest rate

* Update changelog
2024-05-31 17:29:19 +02:00
Thomas Kaul
5d49ff7a4a
Feature/improve usability of date range selector in assistant ()
* Improve usability of date range selector

* Update changelog
2024-05-22 16:39:39 +02:00
Thomas Kaul
e31b4c64cb
Feature/refactor holding detail dialog to standalone ()
* Refactor holding detail dialog to standalone

* Update changelog
2024-05-19 19:13:14 +03:00
Fedron
5616bc4956
Feature/validate account balance creation/update using DTO ()
* Validate create account balance using DTO
2024-05-13 13:47:33 +02:00
Gerard Du Pre
8319b216bb
Feature/support delete activities with filtering ()
* Support delete activities with filtering

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-05-12 09:56:07 +02:00
Thomas Kaul
72e75208df
Bugfix/fix position detail dialog close functionality ()
* Handle holding detail dialog open functionality in a single place (AppComponent)

* Update changelog
2024-05-11 20:27:18 +02:00
Thomas Kaul
61f0da35bc
Feature/disable delete all activities if filters are active ()
* Disable delete all activities button if filters are active

* Update changelog
2024-05-10 08:51:34 +02:00
Thomas Kaul
66bdb374e8
Feature/set icon columns of tables to stick at beginning ()
* Set icon columns to stick at the beginning

* Update changelog
2024-05-08 20:04:58 +02:00
Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint () 2024-05-08 20:04:32 +02:00
Thomas Kaul
1fd836194f
Feature/add absolute change column to holdings table ()
* Add absolute change column

* Update changelog
2024-05-08 20:02:50 +02:00
Thomas Kaul
2090db1199
Feature/increase number of attempts of queue jobs ()
* Increase number of attempts

* Update changelog
2024-05-07 20:48:02 +02:00
Thomas Kaul
f2cb671c7f
Feature/optimize get porfolio details endpoint ()
* 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
c1ad483f33
Improve alignment () 2024-05-04 15:50:47 +02:00
Thomas Kaul
f3d961bc16
Feature/move holdings table to holdings tab of home page ()
* Move holdings table to holdings tab of home page

* Deprecate api/v1/portfolio/positions endpoint

* Update changelog
2024-05-04 14:11:37 +02:00
Thomas Kaul
42b70ef568
Feature/improve performance labels in position detail dialog ()
* Improve performance labels (with and without currency effects)

* Update changelog
2024-05-04 07:49:37 +02:00
Thomas Kaul
4416ba0c88
Feature/set performance column of holdings table to stick at end ()
* Set up stickyEnd in performance column

* Update changelog
2024-05-02 19:16:59 +02:00
Thomas Kaul
4f41bac328
Feature/set up caching in portfolio calculator ()
* Set up caching

* Update changelog
2024-04-27 15:35:28 +02:00
Thomas Kaul
a4efbc0131
Feature/migrate UI components to control flow ()
* Migrate to control flow

* Update changelog
2024-04-26 17:40:00 +02:00
Thomas Kaul
990028316e
Refactor form controls to form getter () 2024-04-24 20:20:56 +02:00
Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ()
* 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 ()
* Improve net worth calculation in portfolio performance chart

* Improve account balance management

* Update changelog
2024-04-21 17:11:53 +02:00
Thomas Kaul
47fd029e0c
Clean up styles () 2024-04-20 12:15:21 +02:00
Bastien Jeannelle
dfacbed66d
Feature/add support to create account cash balances ()
* Add support to create account cash balances

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-04-20 11:00:00 +02:00
Thomas Kaul
bed9ae916c
Migrate UI components to standalone () 2024-04-19 20:57:47 +02:00
Thomas Kaul
92fb05320a
Migrate UI components to standalone () 2024-04-19 18:31:35 +02:00
Thomas Kaul
73d62bb51f
Migrate UI components to standalone () 2024-04-18 20:46:12 +02:00
Thomas Kaul
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ()
* 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 ()
* 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 ()
* Adapt priorities of data gathering jobs

* Update changelog
2024-04-13 09:28:14 +02:00
Thomas Kaul
50dbbf0569
Feature/refactor symbol icon module to asset profile icon component ()
* Refactor symbol icon module to asset profile icon component (standalone)
2024-04-06 21:15:19 +02:00
Thomas Kaul
efdc9b387f
Eliminate ghostfolio-style.scss () 2024-04-01 13:24:00 +02:00