Thomas Kaul
87529490c3
Feature/refresh cryptocurrencies list 20240205 ( #2961 )
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* Update cryptocurrencies.json
* Update changelog
2024-02-05 19:56:16 +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
Thomas Kaul
06ba7a4b1b
Feature/extend assistant by asset class selector ( #2957 )
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* Remove tabs
* Add asset class selector
* Update changelog
2024-02-04 15:50:58 +01:00
Thomas Kaul
cea569c987
Add Fina ( #2956 )
2024-02-04 12:10:22 +01:00
Hey
2a38a16f6b
Feature/Improve error logs for timeout in data provider services ( #2953 )
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* Improve error logs for timeout in data provider services
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-02-04 11:56:00 +01:00
Thomas Kaul
c9237146e2
Feature/add investment value to chart ( #2948 )
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* Add investment value to chart
* Update changelog
2024-02-03 09:23:19 +01:00
Thomas Kaul
4434d0315f
Remove unused timeline calculation ( #2947 )
2024-01-30 20:56:41 +01:00
Arshad Jamal
e82dcc8ace
Feature/fix export in lazy-loaded activities table ( #2939 )
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* Fix export in lazy-loaded activities table
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-29 19:37:09 +01:00
Thomas Kaul
40b6777814
Add upgrade plan button ( #2937 )
2024-01-28 09:58:38 +01:00
Thomas Kaul
1ca4f885b0
Feature/migrate holdings page to work with filters of assistant ( #2932 )
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* Migrate portfolio holdings to work with filters of assistant
* Update changelog
2024-01-27 19:28:13 +01:00
Thomas Kaul
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
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* 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 )
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* 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
9fdbd22cb5
Bugfix/fix activities import for manual data source ( #2923 )
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* Fix import
* Update changelog
2024-01-27 08:41:45 +01:00
Thomas Kaul
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
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* Format name
* Update changelog
2024-01-26 22:37:47 +01:00
Thomas Kaul
50fb82a6e6
Extend personal finance tools ( #2925 )
2024-01-26 22:37:26 +01:00
Thomas Kaul
b39c97ab9f
Bugfix/improve validation for non numeric results in eod service ( #2916 )
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* Improve validation of non-numeric numbers
* Update changelog
2024-01-24 12:24:38 +01:00
Thomas Kaul
09ce8b1cd0
Feature/add support for importing dividends from eod ( #2910 )
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* Add support for importing dividends
* Update changelog
2024-01-23 15:48:09 +01:00
Cédric Meuter
a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
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* Add date range selector including WTD and MTD to assistant
* Update changelog
2024-01-23 11:57:37 +01:00
Cédric Meuter
4e9e3f7b6b
Feature/Add wtd and mtd as possible values for date range ( #2902 )
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* Add `wtd` and `mtd` as possible values for date range
'wtd': week-to-date (from the start of the week)
'mtd': month-to-date (from the start of the month)
* Update changelog
2024-01-21 16:51:30 +01:00
Thomas Kaul
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
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* Improve handling of derived currencies
* Update changelog
2024-01-21 11:12:48 +01:00
Thomas Kaul
6167f105fe
Refactoring ( #2897 )
2024-01-21 10:27:10 +01:00
Thomas Kaul
8d5f2fd91d
Fix fee conversion ( #2896 )
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* Fix fee conversion
* Update changelog
2024-01-21 10:24:43 +01:00
Thomas Kaul
0ee632470e
Improve typings ( #2889 )
2024-01-17 18:06:53 +01:00
Hugo Persson
c918deeb1c
Feature/Support for editing countries and sectors ( #2854 )
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* Add support for editing countries and sectors
* Update changelog
2024-01-17 11:40:02 +01:00
Thomas Kaul
00895b7bb1
Feature/increase timeout to load historical data in data provider service ( #2887 )
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* Increase timeout to load historical data
* Update changelog
2024-01-16 22:31:28 +01:00
Thomas Kaul
bff60ddbe0
Feature/improve asset profile validation in activities import for manual data source ( #2886 )
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* Improve asset profile validation for MANUAL data source
* Update changelog
2024-01-16 21:21:51 +01:00
Thomas Kaul
7b45a8b3fc
Introduce type ( #2885 )
2024-01-16 19:42:39 +01:00
Thomas Kaul
693791d113
Feature/add validation of search results in eod historical data service ( #2883 )
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* Validate currency
* Update changelog
2024-01-16 18:03:31 +01:00
Thomas Kaul
ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes ( #2875 )
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* Always get quotes (with fallback to historical data)
* Update changelog
2024-01-15 19:02:00 +01:00
Thomas Kaul
440dc470fa
Bugfix/fix currency inconsistency with conversion of ZAR to ZAc ( #2869 )
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* Fix conversion from ZAR to ZAc
* Update changelog
2024-01-14 17:22:03 +01:00
Thomas Kaul
c418e75139
Bugfix/fix currency in error log in exchange rate data service ( #2868 )
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* Fix currency
* Update changelog
2024-01-14 10:36:32 +01:00
Thomas Kaul
005890d785
Improve extractNumberFromString() for international number formats ( #2843 )
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* Set up test
* Add support for international formatted numbers
* Expose locale in scraper configuration
* Update changelog
2024-01-13 16:17:38 +01:00
Thomas Kaul
5fa3388609
Feature/break down performance into asset and currency ( #2863 )
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* Break down performance into asset and currency
* Nullify values
* Update changelog
2024-01-13 14:23:00 +01:00
gizmodus
be801b481e
Feature/Add exchange rate effects to portfolio calculation ( #2834 )
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* 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
a72e98f73c
Add AllInvestView ( #2861 )
2024-01-13 13:06:18 +01:00
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
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* Extend assistant by tag selector
* Update changelog
2024-01-07 16:56:25 +01:00
Thomas Kaul
d49287922f
Feature/refresh cryptocurrencies list 20240106 ( #2835 )
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* Update cryptocurrencies.json
* Update changelog
2024-01-06 19:29:03 +01:00
Tanguy Herbron
d91f947ab0
Feature/Add Coingecko api keys support ( #2827 )
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* Add CoinGecko API keys support
* Update changelog
2024-01-06 19:06:07 +01:00
Francisco Silva
62f85293e2
#2820 Grant private access ( #2822 )
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* Grant private access
* Update changelog
2024-01-06 10:27:21 +01:00
Hugo Persson
371f1dc451
Feature/support rest api in scraper ( #2810 )
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* Support REST APIs in scraper
* Update changelog
2024-01-03 21:59:45 +01:00
Thomas Kaul
23d323073d
Fix performance percentage for 1d ( #2814 )
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* Fix performance percentage for 1d
* Improve response of positions endpoint
* Update changelog
2024-01-02 14:10:08 +01:00
Thomas Kaul
0649f9fd2c
Clean up ( #2787 )
2024-01-02 10:05:31 +01:00
Thomas Kaul
43b4f14ace
Feature/add button to test scraper configuration ( #2808 )
...
* Add button to test scraper configuration
* Update changelog
---------
Co-authored-by: Manushreshta B L <manushreshta27@gmail.com>
Co-authored-by: Hugo Persson <hugo.e.persson@gmail.com>
2024-01-01 11:53:42 +01:00
gizmodus
726e727c7d
Feature/benchmark currency correction ( #2790 )
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* Convert benchmark performance to base currency
* Introduce getExchangeRates() for multiple dates
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2023-12-31 13:28:11 +01:00
Thomas Kaul
b89bf1d5e8
Feature/increase timeout to load currencies ( #2800 )
...
* Increase timeout
* Update changelog
2023-12-31 10:23:56 +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
Thomas Kaul
01b6c14bcc
Feature/improve handling of derived currency usx ( #2788 )
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* Improve handling of USX
* Update changelog
2023-12-29 17:31:50 +01:00
miles
34b02210df
Feature/expose the environment variable REQUEST_TIMEOUT ( #2792 )
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* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
2023-12-29 17:29:33 +01:00
gizmodus
b183c45027
Time weighted portfolio performance calculation ( #2778 )
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* Implement time weighted portfolio performance calculation
* Update changelog
2023-12-27 15:55:35 +01:00
underwater
7d68905f1b
Feature/use has permission annotation in endpoints ( #2771 )
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* Use HasPermission in endpoints
* Update changelog
2023-12-26 19:23:25 +01:00
