76 Commits

Author SHA1 Message Date
Thomas Kaul
2de0e75cb8
Feature/add user interface for granting and revoking public access (#439)
* Add user interface for granting and revoking public access

* Update changelog
2021-10-25 20:46:36 +02:00
Thomas Kaul
19e2d54791
Refactor custom cryptocurrencies (#433) 2021-10-21 22:11:12 +02:00
Davin
e24e5e1c44
Add custom crypto currencies (#432)
* Add custom cryptocurrencies
2021-10-21 21:20:01 +02:00
Thomas Kaul
6dea9093ba
Feature/add public portfolio (#426)
* Setup public portfolio page

* Update changelog
2021-10-19 18:27:50 +02:00
Thomas Kaul
6d2e3b6e40
Feature/improve skeleton loader size (#425)
* Improve skeleton loader size

* Update changelog
2021-10-17 11:53:27 +02:00
Thomas Kaul
b57301ef50
Feature/extend import validation message (#421)
* Extend import validation message

* Update changelog
2021-10-16 21:23:15 +02:00
Thomas Kaul
2e5176bacf
Feature/extend import by csv files (#419)
* Support import of csv files

* Update changelog
2021-10-15 22:22:45 +02:00
Thomas Kaul
b9f0a57522
Bugfix/unregister chartjs plugin datalabels (#414)
* Unregister chartjs-plugin-datalabels

* Update changelog
2021-10-12 09:23:37 +02:00
Thomas Kaul
de94494aa0
Bugfix/fix symbol conversion for yahoo finance (#405)
* Fix symbol conversion for Yahoo Finance

* Update changelog
2021-10-03 10:40:21 +02:00
Thomas Kaul
3ec4a73b35
Feature/improve tooltips (#403)
* Improve tooltips

* Update changelog
2021-10-02 20:38:41 +02:00
Thomas Kaul
dcee651098
Feature/support unlimited currencies (#387)
* Support unlimited currencies

* Update changelog
2021-09-24 21:09:48 +02:00
Thomas Kaul
9ae9904389
Feature/add story for line chart component (#385)
* Add story for line chart component

* Update changelog
2021-09-20 21:44:47 +02:00
Thomas Kaul
af022ae316
Feature/add story for portfolio proportion chart component (#384)
* Add story

* Use new component

* Update changelog
2021-09-20 20:45:58 +02:00
Thomas Kaul
861dff9210
Feature/upgrade storybook dependencies (#381)
* Upgrade storybook dependencies
2021-09-19 18:01:41 +02:00
Thomas Kaul
0f72673ef4
Feature/respect data source in symbol data endpoint (#370)
* Respect data source in symbol data endpoint

* Respect data source in the data provider service

* Combine symbol with data source in get() of data provider service

* Improve search functionality for multiple data sources

* Update changelog
2021-09-18 19:32:22 +02:00
Thomas Kaul
18e06bb6e6
Feature/hide sign if performance is zero (#376)
* Hide sign if performance is zero

* Update changelog
2021-09-18 13:36:49 +02:00
Valentin Zickner
d2aeeb3e88
optimize annual performance calculation (#367)
* Optimize annual performance calculation

* Update changelog

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-09-12 20:08:42 +02:00
Thomas Kaul
39f315aba0
Feature/add annualized performance (#364)
* Add annualized performance

* Update changelog
2021-09-11 20:16:53 +02:00
Thomas Kaul
3c46bde8d5
Bugfix/fix fear and greed index (#359)
* Fix fear and greed index
* Refactor fear and greed index symbol
   * GF.FEAR_AND_GREED_INDEX -> _GF_FEAR_AND_GREED_INDEX

* Update changelog
2021-09-11 11:14:55 +02:00
Matthias Frey
63ee33b685
Use 'import type' to import types, eliminate webpack warnings (#358) 2021-09-11 09:27:22 +02:00
Thomas Kaul
9cbf789c22
Bugfix/fix values in position detail dialog (#351)
* Nullify netPerformance

* Introduce precision

* Update changelog
2021-09-07 22:11:38 +02:00
Valentin Zickner
48ab862bb6
net performance for current positions (#330)
* implement fees for transaction points #324

* add net performance to current positions #324

* add net performance to calculate timeline #324

* make timeline fee accumulated by default #324

* Update changelog

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-09-05 21:21:22 +02:00
Thomas Kaul
ba234a470e
Feature/add storybook story for trend indicator component (#346)
* Add storybook story for trend indicator component

* Update changelog
2021-09-05 08:49:06 +02:00
Thomas Kaul
ccae660104
Feature/add storybook story for no transactions info component (#345)
* Add storybook story for no transactions info component

* Update changelog
2021-09-05 08:34:02 +02:00
Thomas Kaul
21ed91d184
Feature/add storybook story for logo component (#344)
* Add storybook story for logo component

* Update changelog
2021-09-05 08:03:32 +02:00
Thomas Kaul
5fd413e57e
Feature/setup storybook (#332)
* Setup ui library with storybook

* Add value component with story

* Update changelog
2021-09-04 22:12:54 +02:00
Thomas Kaul
4c194c938a
Feature/add contributors count to statistics (#342)
* Add contributors count to statistics

* Update changelog
2021-09-04 19:46:24 +02:00
Thomas Kaul
d046f1d498
Feature/upgrade nx to version 12.8.0 (#331)
* Upgrade angular and Nx

* Update changelog
2021-09-04 11:25:40 +02:00
Thomas Kaul
73a967a7e5
Feature/add cash as asset sub class (#319)
* Add cash as asset sub class

* Update changelog
2021-08-26 21:49:02 +02:00
Thomas Kaul
72c065a59d
Feature/introduce asset sub class (#312)
* Introduce asset sub class

* Update changelog
2021-08-22 22:19:10 +02:00
Thomas Kaul
aad8f77093
Feature/improve allocations by account (#308)
* Improve allocations by account

* Eliminate accounts from PortfolioPosition

* Ignore cash assets in the allocation chart by sector, continent and country

* Add missing accounts to portfolio details

* Update changelog
2021-08-21 15:03:55 +02:00
Thomas Kaul
c71a4c078e
Bugfix/convert g bp to gbp in yahoo finance service (#301)
* Fix currency inconsistency in the yahoo finance service (GBp to GBP)

* Update changelog
2021-08-18 18:22:01 +02:00
Thomas Kaul
05b0efef82
Feature/add restricted view (#295)
* Add restricted view

* Update changelog
2021-08-16 21:40:29 +02:00
Thomas Kaul
0ee2258af8
Feature/improve impersonation mode (#293)
* Improve the impersonation mode

* Update changelog
2021-08-14 19:15:26 +02:00
Thomas
77936e3bf3
Feature/improve users table (#291)
* Improve users table
  * Engagement / Day
  * Registration

* Update changelog
2021-08-14 11:12:08 +02:00
Thomas
b898c0678d
Feature/refactor exchange rate service (#289)
* Refactor exchange rate service

* Update changelog
2021-08-14 11:06:21 +02:00
Thomas
98f44323da
Feature/improve usability of tabs on home page (#283)
* Improve usability: lazy load endpoints on tab change

* Feature/improve portfolio summary (#285)

* Update changelog
2021-08-13 19:26:48 +02:00
Thomas
80d043729d
Feature/replace type with asset class (#274)
* Improved the asset classification
  * Add assetClass to symbolProfile
  * Remove type from position

* Update changelog
2021-08-08 19:27:58 +02:00
Thomas
4bd41ffa41
Feature/eliminate name from timeline position (#245)
* Eliminate name from timeline position: Get the name from the symbolProfileService instead

* Update changelog
2021-08-01 20:43:12 +02:00
Valentin Zickner
de83dc7b84 create investment endpoint for analysis timeline
Co-authored-by: Thomas <dotsilver@gmail.com>
2021-08-01 00:55:10 +02:00
Valentin Zickner
852902d1ab add current position calculation with holding period return calculation 2021-08-01 00:55:10 +02:00
Thomas
e0435e5cad Add name to position 2021-08-01 00:55:10 +02:00
Thomas
1226c26a9d Refactor positions 2021-08-01 00:55:10 +02:00
Thomas
1e368d6e2d Extend type 2021-08-01 00:55:10 +02:00
Thomas
b4dc21dd61 Implement new positions endpoint 2021-08-01 00:55:10 +02:00
Thomas
1c65599a16
Feature/add blog (#218)
* Setup blog

* Add german blog post

* Add english blog post

* Update changelog
2021-07-31 11:21:32 +02:00
Thomas
51fbc538ca
Feature/set public stripe key dynamically (#216)
* Set public Stripe key dynamically

* Update changelog
2021-07-17 11:04:43 +02:00
Thomas
c7b7efae3b
Feature/import transactions (#212)
* Implement import transactions functionality

* Update changelog
2021-07-14 20:54:05 +02:00
Thomas
be5b58f49a
Bugfix/fix warn color (#211)
* Fix warn color

* Update changelog
2021-07-13 20:29:22 +02:00
Thomas
ecfe694f0b
Feature/export transactions (#209)
* Export functionality for transactions

* Update changelog
2021-07-11 17:05:58 +02:00