Thomas Kaul
47f84dab06
Remove postfix ( #1360 )
2022-10-16 09:41:41 +02:00
Thomas Kaul
a65424aafa
Feature/add total amount chart to investment timeline ( #1344 )
...
* Add total amount chart
* Update changelog
2022-10-15 17:45:34 +02:00
Thomas Kaul
3fc2228f1d
Feature/switch to new performance calculation ( #1336 )
...
* Switch to new performance calculation
* Update changelog
2022-10-08 13:20:52 +02:00
Thomas Kaul
c2df99072d
Feature/refactor filters ( #1299 )
...
* Refactor filters
Co-Authored-By: Zakaria YAHI <9142557+ZakYahi@users.noreply.github.com>
2022-10-07 20:39:29 +02:00
Thomas Kaul
f01a3f893d
Exclude accounts ( #1289 )
...
* Exclude accounts
* Update changelog
2022-09-25 18:02:46 +02:00
Thomas Kaul
7667af059c
Feature/combine performance and chart calculation ( #1285 )
...
* Combine performance and chart calculation endpoints
* Update changelog
2022-09-24 13:12:40 +02:00
Thomas Kaul
d4c3a9d1e8
Feature/add percentage visualization of the current filter ( #1268 )
...
* Add percentage visualization of the active filter
* Update changelog
2022-09-17 21:24:09 +02:00
Thomas Kaul
4f8fe83a16
Feature/clean up user database schema ( #1242 )
...
* Clean up user database schema
* Update changelog
2022-09-10 16:11:49 +02:00
Thomas Kaul
3b2f13850c
Feature/improve chart calculation ( #1226 )
...
* Improve chart calculation
* Update changelog
2022-09-03 21:41:06 +02:00
Thomas Kaul
0e29278e96
Feature/add alias to access ( #1193 )
...
* Add alias to access
* Update changelog
2022-08-27 11:29:09 +02:00
Thomas Kaul
60e2aff488
Extend investment timeline by month ( #1066 )
...
* Extend investment timeline grouped by month
* Update changelog
2022-07-09 21:18:05 +02:00
Thomas Kaul
30835ced88
Bugfix/fix holdings for basic users ( #1064 )
...
* Fix holdings for basic users
* Update changelog
2022-07-07 21:06:12 +02:00
Thomas Kaul
f7bf6e652b
Feature/add icon and name to positions table ( #1040 )
...
* Add icon and name
* Update changelog
2022-06-25 11:33:59 +02:00
Thomas Kaul
1ff736537c
Feature/add positions table to public page ( #1037 )
...
* Add positions table
* Update changelog
2022-06-23 19:24:24 +02:00
Thomas Kaul
3332ade3d3
Feature/filter public endpoint by equity asset class ( #1014 )
...
* Filter by ASSET_CLASS: EQUITY
* Update changelog
2022-06-15 13:21:47 +02:00
Thomas Kaul
69088b93a6
Feature/add value redaction as interceptor ( #960 )
...
* Add value redaction as interceptor
* Update changelog
2022-05-27 11:21:47 +02:00
Thomas Kaul
332203b9e2
Feature/add support to set the base currency via env variable ( #948 )
...
* Set base currency via environment variable
* Update changelog
2022-05-24 20:55:55 +02:00
Thomas Kaul
5cb6e5dec6
Feature/support filtering by asset class on the allocations page ( #926 )
...
* Support filtering by asset class
* Update changelog
2022-05-16 21:49:22 +02:00
Thomas Kaul
160335302a
Feature/group filters by type ( #922 )
...
* Add groups to activities filter component
* Update changelog
2022-05-15 21:51:31 +02:00
Thomas Kaul
c1d460cead
Improve filtering ( #901 )
2022-05-10 21:24:36 +02:00
Thomas Kaul
57314d62ee
Feature/improve allocations page with no filter ( #887 )
...
* Improve accounts for no filters
* Update changelog
2022-05-07 22:33:57 +02:00
Thomas Kaul
16dd8f7652
Feature/refactor filters with interface ( #883 )
...
* Refactor filtering with an interface
* Filter by accounts
* Update changelog
2022-05-07 11:44:29 +02:00
Thomas Kaul
bad9d17c44
Setup allocations page and endpoint ( #859 )
...
* Setup tagging system
* Update changelog
2022-04-24 16:23:03 +02:00
Thomas Kaul
67f2b326f3
Switch to new calculation engine ( #814 )
...
* 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
957200854c
Feature/improve empty state of proportion chart ( #811 )
...
* Improve empty state
* Update changelog
2022-04-07 22:13:41 +02:00
Thomas Kaul
2a854e2574
Various improvements ( #807 )
2022-04-06 21:21:53 +02:00
Thomas Kaul
b4848be914
Feature/add developed vs emerging markets calculation ( #767 )
...
* Add allocations by market
* Update changelog
2022-03-26 13:11:30 +01:00
Thomas Kaul
7b6893b5ed
Feature/add support for emergency fund ( #749 )
...
* Add support for emergency fund
* Update changelog
2022-03-12 13:44:47 +01:00
Thomas Kaul
86acbf06f4
Feature/add data provider errors to api response ( #738 )
...
* Add data provider error details
* Update changelog
2022-03-05 11:00:02 +01:00
Thomas Kaul
745ba978a3
Bugfix/fix zen mode ( #723 )
...
* Fix Zen mode
* Update changelog
2022-02-25 08:04:42 +01:00
Thomas Kaul
fa66cd5bce
Feature/add countries and sectors to position detail dialog ( #692 )
...
* 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 ( #666 )
...
* Add support for wealth items
* Update changelog
2022-02-10 09:39:10 +01:00
Thomas Kaul
155c08d665
Transform data source ( #658 )
...
* Transform data source
* Update changelog
2022-02-01 20:35:25 +01:00
Thomas Kaul
62885ea890
Feature/improve consistent use of symbol with data source ( #656 )
...
* Improve the consistent use of symbol with dataSource
* Update changelog
2022-01-29 16:51:37 +01:00
Thomas Kaul
bcb7f5f522
Feature/add feature toggle for new calculation engine ( #649 )
...
* Add feature toggle for new calculation engine
* Update changelog
2022-01-24 21:38:59 +01:00
gizmodus
f15b33e950
Portfolio calculator rework ( #632 )
...
* Portfolio calculator rework
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
2022-01-24 20:35:13 +01:00
Thomas Kaul
e54638a684
Feature/improve analysis page ( #609 )
...
* 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
9e1a7fc981
Feature/dividend ( #547 )
...
* 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
ff638adf03
Feature/add transactions to position detail dialog ( #591 )
...
* Add transactions to position detail dialog
* Update changelog
2021-12-28 17:45:04 +01:00
Thomas Kaul
db1d474ddf
Feature/more discreet data provider warning ( #589 )
...
* 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
72067459d6
Feature/add value to position detail dialog ( #492 )
...
* Add value to position detail dialog
* Update changelog
2021-11-27 09:51:08 +01:00
Thomas Kaul
1c2ca5b96b
Feature/accentuate all time high and low ( #428 )
...
* 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
1397cd62a8
Feature/extend public page ( #445 )
...
* Extend public page
* Update changelog
2021-10-31 17:00:59 +01:00
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
6dea9093ba
Feature/add public portfolio ( #426 )
...
* Setup public portfolio page
* Update changelog
2021-10-19 18:27:50 +02:00
Thomas Kaul
d1eedf9726
Bugfix/various fixes ( #407 )
...
* Fix links
* Update column
* Fix impersonation mode
* Update changelog
2021-10-03 22:04:23 +02:00
Thomas Kaul
fe2bd6eea8
Feature/protect endpoints ( #396 )
...
* Protect endpoints
* Update changelog
2021-09-28 21:37:01 +02:00
Thomas Kaul
641fe4e8f4
Bugfix/net performance in positions endpoint ( #377 )
...
* Nullify net performance
* Update changelog
2021-09-18 19:20:14 +02:00
Thomas Kaul
5b588c2000
Bugfix/hide the current net performance ( #373 )
...
* Hide the current net performance
* Update changelog
2021-09-15 22:27:18 +02:00
Matthias Frey
63ee33b685
Use 'import type' to import types, eliminate webpack warnings ( #358 )
2021-09-11 09:27:22 +02:00
