Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
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* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
2024-03-09 19:56:26 +01:00
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
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* Integrate dividend into transaction point concept
* Update changelog
2024-03-07 20:07:50 +01:00
Thomas Kaul
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
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* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
2024-02-24 19:58:13 +01:00
Thomas Kaul
b12349a148
Feature/add support for interest on account level ( #2354 )
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* Add support for interest
* Update changelog
2023-09-19 20:37:04 +02:00
Thomas Kaul
bdf72164b1
Feature/break down emergency fund by cash and assets ( #2159 )
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* Break down emergency fund in cash and assets
* Update changelog
2023-07-19 11:30:48 +02:00
Thomas Kaul
7931e6950d
Feature/add support for liabilities ( #1789 )
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* Add support for liabilities
* Update changelog
2023-06-10 16:17:11 +02:00
Thomas Kaul
f01a3f893d
Exclude accounts ( #1289 )
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* Exclude accounts
* Update changelog
2022-09-25 18:02:46 +02:00
Thomas Kaul
7b6893b5ed
Feature/add support for emergency fund ( #749 )
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* Add support for emergency fund
* Update changelog
2022-03-12 13:44:47 +01:00
Thomas Kaul
76f70598e2
Feature/add support for wealth items ( #666 )
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* Add support for wealth items
* Update changelog
2022-02-10 09:39:10 +01:00
Thomas Kaul
9e1a7fc981
Feature/dividend ( #547 )
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* 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
39f315aba0
Feature/add annualized performance ( #364 )
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* Add annualized performance
* Update changelog
2021-09-11 20:16:53 +02:00
Thomas
98f44323da
Feature/improve usability of tabs on home page ( #283 )
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* Improve usability: lazy load endpoints on tab change
* Feature/improve portfolio summary (#285 )
* Update changelog
2021-08-13 19:26:48 +02:00
