Thomas Kaul
4434d0315f
Remove unused timeline calculation ( #2947 )
2024-01-30 20:56:41 +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
7b45a8b3fc
Introduce type ( #2885 )
2024-01-16 19:42:39 +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
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
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
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
Thomas Kaul
b21884eb66
Feature/harmonize logger output ( #2321 )
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* Harmonize logger output
* Update changelog
2023-09-13 08:39:37 +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
d630fb900d
Feature/add investment streaks ( #2042 )
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* Add investment streaks
* Current streak
* Longest streak
* Add unit to value component
* Update changelog
2023-06-04 09:35:58 +02:00
Thomas Kaul
aafedd5f75
Feature/increase robustness if live data is missing ( #1884 )
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* Continuously persist today's market data
* Add fallback to historical market data if data provider does not provide live data
* Update changelog
2023-04-22 14:43:57 +02:00
Thomas Kaul
4c907d56f0
Improve message ( #1859 )
2023-04-15 15:09:15 +02:00
Thomas Kaul
0c85380dbf
Feature/refactor portfolio calculator ( #1803 )
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* Refactor chart calculation in portfolio calculator
* Update changelog
2023-03-25 12:20:42 +01:00
Thomas Kaul
bc6e9a8b68
Bugfix/fix total amount calculation in portfolio evolution chart ( #1799 )
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* Fix total amount calculation
* Update changelog
2023-03-23 19:23:31 +01:00
Thomas Kaul
897e941e7a
Feature/add data provider info to position ( #1730 )
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* Add data provider info
* Update changelog
2023-02-25 10:33:45 +01:00
Thomas Kaul
f7597c213d
Feature/add dividend and fees to position detail dialog ( #1643 )
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* Add dividend and fees to position detail dialog
* Update changelog
2023-01-30 20:21:16 +01:00
Thomas Kaul
6cd51fb044
Feature/hide irrelevant errors in client ( #1623 )
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* Hide irrelevant errors in client
* Update changelog
2023-01-21 11:30:53 +01:00
Yash Solanki
925d38703e
Feature/add group by year option on analysis page ( #1568 )
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* Add group by year option
2023-01-04 20:13:13 +01:00
Thomas Kaul
fc1507de4f
Clean up ( #1423 )
2022-11-09 10:08:36 +01:00
Thomas Kaul
3b6e0b20e2
Add test case ( #1399 )
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* Add test case
* Fix calculation for portfolio evolution chart
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
2022-11-03 20:06:16 +01:00
Thomas Kaul
5c6cc4fed5
Handle division by zero ( #1398 )
2022-10-26 21:28:26 +02:00
Thomas Kaul
048900d01b
Bugfix/improve performance calculation for sell activitities ( #1388 )
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* Improve performance calculation for SELL activities
* Update changelog
Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
2022-10-20 20:47:57 +02:00
Thomas Kaul
f9e04022f4
Remove TWR calculation ( #1377 )
2022-10-18 21:06:28 +02:00
Thomas Kaul
a65424aafa
Feature/add total amount chart to investment timeline ( #1344 )
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* Add total amount chart
* Update changelog
2022-10-15 17:45:34 +02:00
Thomas Kaul
b018819a1f
Bugfix/fix todays performance and chart calculation ( #1333 )
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* Fix today's performance and chart calculation
* Update changelog
2022-10-08 13:20:25 +02:00
Thomas Kaul
7667af059c
Feature/combine performance and chart calculation ( #1285 )
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* Combine performance and chart calculation endpoints
* Update changelog
2022-09-24 13:12:40 +02:00
Thomas Kaul
b1b5689242
Feature/improve performance of chart calculation ( #1271 )
...
* Improve performance chart calculation
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Improve chart tooltip of benchmark comparator
* Update changelog
Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
2022-09-20 20:22:01 +02:00
Thomas Kaul
263f6b32f2
Bugfix/fix performance chart calculation ( #1267 )
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* Respect end date in performance chart calculation
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
2022-09-17 08:33:04 +02:00
Thomas Kaul
3b2f13850c
Feature/improve chart calculation ( #1226 )
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* Improve chart calculation
* Update changelog
2022-09-03 21:41:06 +02:00
Thomas Kaul
0cc42ffd7c
Add end date parameter ( #1224 )
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* Add end date parameter
2022-09-03 21:28:57 +02:00
Thomas Kaul
35963580bc
Bugfix/improve error handling in portfolio calculations ( #1215 )
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* Improve error handling
* Update changelog
2022-09-03 08:31:47 +02:00
Thomas Kaul
e444d717e5
Add tests for investments by month ( #1089 )
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* Fix investments by month
* Add tests for investments and investments by month
* Update changelog
2022-07-22 19:00:36 +02:00
Thomas Kaul
60e2aff488
Extend investment timeline by month ( #1066 )
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* Extend investment timeline grouped by month
* Update changelog
2022-07-09 21:18:05 +02:00
Thomas Kaul
e63578d8ce
Feature/add guards to local comparison ( #986 )
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* Add guards
* Improve labels
2022-06-05 19:00:45 +02:00
Thomas Kaul
af0863d193
Bugfix/fix currency conversion in accounts ( #937 )
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* Fix currency conversion in accounts
* Update changelog
2022-05-21 19:58:47 +02:00
Thomas Kaul
ba7c98d325
Add test case for BUY and SELL (partially) ( #826 )
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* Add test case for BUY and SELL (partially)
* Fix investment calculation for sell activities
* Do not show total value if sell activity
* Update changelog
2022-04-15 18:56:23 +02:00
Thomas Kaul
67f2b326f3
Switch to new calculation engine ( #814 )
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* Switch to new calculation engine
* Clean up old portfolio calculation engine (#815 )
* Rename new portfolio calculation engine (#816 )
* Update changelog
2022-04-09 10:17:31 +02:00
Thomas Kaul
e4908b51aa
Feature/add context to logger ( #745 )
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* Add contexts
* Update changelog
2022-03-07 17:20:07 +01:00
Thomas Kaul
86943a5f5b
Feature/harmonize big.js operators ( #686 )
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* Harmonize big.js operators
* Update changelog
2022-02-09 09:36:54 +01:00
Thomas Kaul
1602f976f0
Feature/convert errors to warnings in portfolio calculator ( #562 )
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* Convert errors to warnings
* Update changelog
2021-12-20 21:03:12 +01:00
Thomas Kaul
e78755c280
Replace OrderType with Type (prisma) ( #560 )
2021-12-19 16:52:35 +01:00
Thomas Kaul
da6eaa0d77
Harmonize error log ( #499 )
2021-11-29 21:01:53 +01:00
Thomas Kaul
1c2ca5b96b
Feature/accentuate all time high and low ( #428 )
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* 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
d60b444324
Release/1.71.0 ( #458 )
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* Refactor logger
* Fix exception
* Update changelog
2021-11-07 21:25:18 +01:00
Thomas Kaul
dcee651098
Feature/support unlimited currencies ( #387 )
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* Support unlimited currencies
* Update changelog
2021-09-24 21:09:48 +02:00
Thomas Kaul
0f72673ef4
Feature/respect data source in symbol data endpoint ( #370 )
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* 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
Valentin Zickner
d2aeeb3e88
optimize annual performance calculation ( #367 )
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* 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
Valentin Zickner
48ab862bb6
net performance for current positions ( #330 )
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* 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
Valentin Zickner
308b218487
introduce basic module structure for data provider ( #278 )
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* introduce basic module structure for data provider
* introduce DataGatheringModule
* introduce ExchangeRateDataModule
* introduce ImpersonationModule
* move RulesService
* cleanup portfolio module
* Sort imports
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-08-14 16:55:40 +02:00
