229 Commits

Author SHA1 Message Date
Thomas Kaul
86acbf06f4
Feature/add data provider errors to api response ()
* Add data provider error details

* Update changelog
2022-03-05 11:00:02 +01:00
Thomas Kaul
3de7d3f60e
Bugfix/improve account calculations ()
* Improve account calculations

* Update changelog
2022-03-04 21:31:31 +01:00
Thomas Kaul
b3e58d182a
Feature/add support for click in portfolio proportion chart ()
* Add support for click

* Update changelog
2022-02-28 21:35:52 +01:00
Thomas Kaul
1dd670a7c3
Feature/improve labels in portfolio proportion chart ()
* Improve labels for OTHER and UNKNOWN

* Update changelog
2022-02-22 21:12:02 +01:00
Thomas Kaul
dced06ebb5
Bugfix/improve allocations ()
* Fix allocations by account for non-unique account names

* Refactor calculations with big.js

* Update changelog
2022-02-19 18:41:12 +01:00
Thomas Kaul
280030ae7f
Feature/add twitter bot for fear and greed index ()
* Add twitter bot for fear and greed index

* Update changelog
2022-02-16 21:17:11 +01:00
Thomas Kaul
20356f6931
Bugfix/fix max items attribute ()
* Fix maxItems

* Update changelog
2022-02-15 09:36:55 +01:00
Thomas Kaul
fa66cd5bce
Feature/add countries and sectors to position detail dialog ()
* Add asset and asset sub class

* Add countries and sectors to position detail dialog

* Update changelog
2022-02-12 11:22:03 +01:00
Thomas Kaul
76f70598e2
Feature/add support for wealth items ()
* Add support for wealth items

* Update changelog
2022-02-10 09:39:10 +01:00
Thomas Kaul
6ac693dd39
Feature/improve position of currency column ()
* Move position of currency column

* Update changelog
2022-02-09 09:25:22 +01:00
Thomas Kaul
16f0743353
Bugfix/fix total value of activities table ()
* Fix total value (absolute value)

* Update changelog
2022-02-06 17:14:04 +01:00
Thomas Kaul
e625e55784
Move currency column () 2022-02-06 15:46:14 +01:00
Thomas Kaul
bed3e5aae2
Bugfix/fix horizontal overflow in activities table ()
* Fix horizontal overflow in tables

* Update changelog
2022-02-06 15:45:39 +01:00
Thomas Kaul
48b524de5a
Feature/add export functionality to position detail dialog ()
* Add export functionality to the position detail dialog

* Respect filters in activities export

* Update changelog
2022-02-05 20:26:10 +01:00
Thomas Kaul
161cb82820
Bugfix/fix data source of fear and greed index ()
* Encode data source

* Update changelog
2022-02-02 20:07:33 +01:00
Thomas Kaul
b8ad6d6662
Feature/improve import ()
* Improve import

* Update changelog

Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>
2022-02-01 19:12:00 +01:00
Thomas Kaul
62885ea890
Feature/improve consistent use of symbol with data source ()
* Improve the consistent use of symbol with dataSource

* Update changelog
2022-01-29 16:51:37 +01:00
Thomas Kaul
5d3bbb8f30
Feature/improve annualized performance ()
* Improve annualized performance calculation

* Update changelog
2022-01-27 20:56:20 +01:00
Thomas Kaul
ca64492e77
Bugfix/fix styling in activities table footer ()
* Fix styling

* Update changelog
2022-01-24 20:12:54 +01:00
Thomas Kaul
9c086edffe
Feature/extend historical data view in admin control ()
* Extend market data view

* Update changelog
2022-01-23 17:02:12 +01:00
Thomas Kaul
585f99e4df
Feature/add summary row to activities table ()
* Add summary row to activities table

* Update changelog
2022-01-23 11:39:30 +01:00
Thomas Kaul
b2b3fde80e
Bugfix/support multiple accounts with the same name ()
* Support multiple accounts with the same name

* Update changelog
2022-01-10 21:23:47 +01:00
Thomas Kaul
e54638a684
Feature/improve analysis page ()
* Improve analysis page (show y-axis, extend chart in relation to days in market)

* Update changelog
2022-01-01 12:09:49 +01:00
Thomas Kaul
cebf879d67
Feature/refactor demo user ()
* Refactor demo user id

* Update changelog
2021-12-31 09:52:03 +01:00
Thomas Kaul
b291d9e031
Feature/refactor transactions to activities table ()
* Refactor transactions to activities table with attributes and routes

* Update changelog
2021-12-30 18:56:51 +01:00
Thomas Kaul
6dcd801d05
Feature/extend statistics section with users in slack community ()
* Extend statistics with users in Slack community

* Update changelog
2021-12-29 18:38:55 +01:00
Thomas Kaul
77065dac50
Feature/add date range selector to holdings tab ()
* Add date range selector to holdings tab

* Update changelog
2021-12-29 18:14:24 +01:00
Thomas Kaul
9e1a7fc981
Feature/dividend ()
* Add dividend to order type

* Support dividend in transactions table

* Support dividend in transaction dialog

* Extend import file with dividend

* Add dividend to portfolio summary

* Update changelog

Co-authored-by: Fly Man <fly.man.opensim@gmail.com>
2021-12-28 21:12:12 +01:00
Thomas Kaul
db1d474ddf
Feature/more discreet data provider warning ()
* Upgrade http-status-codes to version 2.2.0

* Make the data provider warning more discreet

* Update changelog
2021-12-27 12:14:41 +01:00
Thomas Kaul
e518bc3779
Feature/clean up all time high and low from performance endpoint ()
* Remove isAllTimeHigh / isAllTimeLow

* Update changelog
2021-12-18 09:20:42 +01:00
Thomas Kaul
7d3f1832b4
Feature/upgrade nx and storybook dependencies ()
* Upgrade dependencies
  * nx
  * storybook

* Update changelog
2021-12-10 19:50:46 +01:00
Thomas Kaul
78e0fdb0ca
Add coupon system ()
* Add coupon system

* Update changelog
2021-12-09 21:14:44 +01:00
Thomas Kaul
d09cad4e05
Feature/read only mode ()
* Setup read only mode and update permissions dynamically

* Update changelog
2021-12-07 20:24:15 +01:00
Thomas Kaul
4d9a223491
Feature/add system message ()
* Add system message

* Update changelog
2021-12-06 20:51:38 +01:00
Thomas Kaul
1beb4de62f
Feature/support additional currencies ()
* Support additional currencies

* Update changelog
2021-12-04 21:05:11 +01:00
Thomas Kaul
3e82de6b21
Feature/add historical data chart of fear and greed index ()
* Add historical data chart of market mood

* Update changelog
2021-12-04 11:49:00 +01:00
Thomas Kaul
49f46e1a1e
Bugfix/improve allocations by currency with cash balances ()
* Improve allocations by currency in combination with cash balances

* Update changelog
2021-12-02 21:53:38 +01:00
Thomas Kaul
4908e6d35d
Bugfix/fix data gathering of fear and greed index ()
* Fix data gathering of fear and greed index

* Update changelog
2021-12-01 21:18:46 +01:00
Thomas Kaul
1f042ee791
Feature/eliminate redundant storage of historical exchange rates ()
* Eliminate redundant storage of historical exchange rates

* Clean up experimental API

* Update changelog
2021-11-29 21:08:58 +01:00
Thomas Kaul
6c07759eb7
Feature/add market data tab to admin control panel ()
* Add market data tab

* Update changelog
2021-11-28 19:46:34 +01:00
Thomas Kaul
72067459d6
Feature/add value to position detail dialog ()
* Add value to position detail dialog

* Update changelog
2021-11-27 09:51:08 +01:00
Thomas Kaul
705441ecf8
Bugfix/fix line chart labels ()
* Fix line chart labels

* Fix click event for drafts

* Update changelog
2021-11-26 20:41:44 +01:00
Thomas Kaul
fbd1475402
Feature/upgrade core dependencies ()
* Upgrade core dependencies

  * angular
  * nestjs
  * Nx
  * rxjs
  * storybook

* Temporarily fix imports for storybook

* Update changelog
2021-11-25 18:05:02 +01:00
Valentin Zickner
4dc4f13f40
fix storybook after currency changed to string () 2021-11-23 20:58:41 +01:00
Thomas Kaul
1c2ca5b96b
Feature/accentuate all time high and low ()
* Accentuate all time high and all time low

* Update changelog

Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
2021-11-22 21:28:32 +01:00
Thomas Kaul
3032126508
Feature/add footer row to accounts table ()
* Add footer row to accounts table with total balance and value

* Update changelog
2021-11-14 17:04:52 +01:00
Thomas Kaul
d2fabe7ce4
Feature/add value column to accounts table ()
* Add value column

* Update changelog
2021-11-13 20:38:29 +01:00
Thomas Kaul
a42700b9fe
Feature/introduce data gathering progress ()
* Add data gathering progress

* Update changelog
2021-11-13 11:32:28 +01:00
Thomas Kaul
b9522307c4
Feature/various client improvements ()
* Various improvements
  * info messages
  * skeleton loader of portfolio holdings

* Update changelog
2021-11-10 21:03:25 +01:00
Thomas Kaul
edb66bb166
Feature/extend statistics ()
* Extend statistics

* Update changelog
2021-11-01 21:15:09 +01:00