98 Commits

Author SHA1 Message Date
csehatt741
4842c347a9
Feature/generate new security token for user via admin control panel (#4458)
* Generate new security token for user via admin control panel

* Update changelog

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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-03-22 10:56:01 +01:00
Shaunak Das
7577a452f0
Feature/add activities count to GET user endpoint (#4351)
* Add activities count to GET user endpoint

* Update changelog
2025-02-23 08:50:59 +01:00
Ken Tandrian
ec8fce44a6
Feature/allow creating custom tags from holding detail dialog component (#4308)
* Allow creating custom tags from holding detail dialog component

* Extend create tag endpoint

* Update changelog

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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-02-15 08:48:53 +01:00
Amandee Ellawala
ab379f9abf
Feature/extend holding detail dialog by historical market data editor (#4281)
* Extend holding detail dialog by historical market data editor

* Update changelog
2025-02-12 21:21:31 +01:00
Shaunak Das
ece8c80aa1
Feature/regional market cluster risk for Asia-Pacific (#4313)
* Add regional market cluster risk for Asia-Pacific

* Update changelog
2025-02-12 21:18:35 +01:00
Shaunak Das
b616274380
Feature/add regional market cluster risk for Japan (#4309)
* Add regional market cluster risk for Japan

* Update changelog
2025-02-11 21:17:30 +01:00
Shaunak Das
dee612b2a2
Feature/add regional market cluster risk for emerging markets (#4291)
* Add regional market cluster risk for emerging markets

* Update changelog
2025-02-07 18:08:14 +01:00
Shaunak Das
06298089db
Feature/add regional market cluster risk rule for Europe (#4271)
* Add regional market cluster risk rule for Europe

* Update changelog
2025-02-04 19:58:50 +01:00
Shaunak Das
8bd869e1b2
Feature/add regional market cluster risk for north america (#4240)
* Add regional market cluster risk for north america

* Update changelog
2025-01-30 22:41:13 +01:00
Thomas Kaul
8c7cb78c0b
Feature/add copy AI prompt to clipboard action to analysis page (#4176)
* Add copy AI prompt to clipboard action

* Update changelog
2025-01-08 19:55:23 +01:00
Thomas Kaul
c9047e7c17
Feature/add user interface for received access (#4146)
* Add user interface for received access

* Update changelog
2024-12-27 10:12:45 +01:00
Thomas Kaul
6ee6121317
Feature/set up asset class cluster risk x-ray rule (#4128)
* Set up Asset Class Cluster Risk rule (equity)

* Set up Asset Class Cluster Risk rule (fixed income)

* Update changelog
2024-12-17 20:33:57 +01:00
Thomas Kaul
13582afd93
Feature/Setup API keys for Ghostfolio data provider (#4093)
* Setup API keys for Ghostfolio data provider
2024-12-07 15:13:12 +01:00
Thomas Kaul
5f98dfa5d6
Feature/set up Ghostfolio data provider (#4016)
* Set up Ghostfolio data provider

* Update translations

* Update changelog
2024-11-24 19:49:08 +01:00
Thomas Kaul
10e725b51a
Feature/Add dataProviderGhostfolioDailyRequests to Analytics (#4001)
* Add dataProviderGhostfolioDailyRequests to Analytics
2024-10-30 21:39:20 +01:00
Thomas Kaul
5de176a7ef
Feature/rename allocation cluster risk x ray rule (#3994)
* Rename Allocation Cluster Risk to Economic Market Cluster Risk

* Update changelog
2024-10-28 20:03:37 +01:00
dw-0
6a10b932b0
Feature/Switch consistent-type-assertions eslint rule from warn to error (#3982)
* Switch consistent-type-assertions eslint rule from warn to error

* Update changelog

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Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2024-10-26 11:07:48 +02:00
Ivan Skvortsov
19b8c514f2
Feature/Add static portfolio analysis rule for developed Markets (#3975)
* Add static portfolio analysis rule: Allocation Cluster Risk (Developed Markets)

* Update changelog
2024-10-23 20:31:54 +02:00
vitalymatyushik
d325f8bfaf
Feature/Add static portfolio analysis rule for emerging Markets (#3949)
* Add static portfolio analysis rule: Allocation Cluster Risk (Emerging Markets)

* Update changelog
2024-10-22 20:19:56 +02:00
Thomas Kaul
f8da265f5f
Feature/restructure XRayRulesSettings (#3898)
* Restructure XRayRulesSettings

* Update changelog
2024-10-12 21:04:09 +02:00
Matej Gerek
98957d282e
Feature/move tags from info to user service (#3859)
* Move tags from info to user service

* Update changelog
2024-10-09 21:04:37 +02:00
dw-0
fc5ed887ff
Feature/Set prefer-const to error in eslint configuration (#3888)
* Set prefer-const to error in eslint configuration

* Update changelog

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Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2024-10-08 15:30:56 +02:00
Thomas Kaul
85cc72627b
Feature/add user id to tag database schema (#3837)
* Add user id to tag database schema

* Update changelog
2024-09-28 20:42:25 +02:00
Thomas Kaul
6f227e677c
Feature/refactor environment variable access in create user of user service (#3797)
* Refactor environment variable access
2024-09-21 18:22:14 +02:00
gizmodus
f360a12823
Feature/rework portfolio calculator (#3393)
* Rework portfolio calculation

* Update changelog

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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-08-24 16:59:50 +02:00
Bastien Jeannelle
2b212078b8
Feature/add support to deactivate x-ray rules (#3537)
* Add support to deactivate X-ray rules

* Update changelog
2024-08-21 19:38:37 +02:00
Thomas Kaul
02db0db733
Feature/persist view mode of holdings tab on home page (#3624)
* Persist view mode of holdings in user settings

* Update changelog
2024-08-02 20:27:58 +02:00
Thomas Kaul
9ecc3176a5
Feature/improve treemap chart for holdings (#3563)
* Various improvements

* Introduce permission: accessHoldingsChart
* Improve style of toggle
* Add border radius

* Update changelog
2024-07-13 10:45:10 +02:00
Thomas Kaul
8386fec98a
Feature/automatic deletion of unused asset profiles (#3525)
* Automatic deletion of unused asset profiles

* Update changelog
2024-06-29 10:53:25 +02:00
Eduardo Marinho
1a0cb561cd
Feature/add ability to close user account (#3444)
* Add ability to close user account

* Update changelog

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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-06-04 15:07:06 +02:00
Thomas Kaul
b12ac1fe84
Feature/simplify module imports of api (#3443)
* Simplify module imports
2024-06-01 10:02:43 +02:00
Thomas Kaul
b692b7432c
Feature/set up event system for portfolio changes (#3333)
* Set up event system for portfolio changes

* Update changelog
2024-04-26 20:13:53 +02:00
Thomas Kaul
f1eeee0525
Feature/extend date range support by specific years (#3190)
* Extend date range support by specific years

* Support date range in benchmark endpoint

* Support date range in activities endpoint

* Update changelog
2024-03-30 13:06:42 +01:00
Thomas Kaul
50391e199a
Feature/improve generation of random strings (#3196)
* Replace Math.random() with crypto.randomBytes()

* Update changelog
2024-03-26 17:43:42 +01:00
Thomas Kaul
6be38a1c19
Feature/remove is default flag from account database schema (#3041)
* Remove isDefault flag from Account database schema

* Update changelog
2024-02-24 19:44:56 +01:00
Thomas Kaul
07eabac059
Feature/add missing database indexes part 2 (#3033)
* Add missing database indexes (for orderBy and where clauses)

* Update changelog
2024-02-22 20:21:50 +01:00
Thomas Kaul
e921ed7f52
Reorder imports (#2988) 2024-02-11 17:50:18 +01:00
Thomas Kaul
ef9d77312e
Introduce renewal-early-bird (#2982) 2024-02-11 12:33:34 +01:00
Thomas Kaul
40b6777814
Add upgrade plan button (#2937) 2024-01-28 09:58:38 +01:00
Francisco Silva
3df8810412
Feature/Add support to grant private access with permissions (#2870)
* Add support to grant private access with permissions

* Update changelog

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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-27 09:44:13 +01:00
Thomas Kaul
07b0a2c40a
Add guard (#2696) 2023-11-29 20:10:37 +01:00
Thomas Kaul
5ad248a643
Improve algorithm (#2676) 2023-11-23 15:15:40 +01:00
Thomas Kaul
b4de06fcf0
Feature/add platform icons to account selectors (#2633)
* Add platform icons to account selectors

* Update changelog
2023-11-11 17:27:29 +01:00
Thomas Kaul
12aac101bd
Feature/extend system message (#2628)
* Extend system message

* Update changelog
2023-11-09 19:23:36 +01:00
Thomas Kaul
b8626c2086
Feature/change fees interest and search to general availability (#2525)
* Change features to general availability

* Fees on account level
* Interest on account level
* Search for a holding

* Update changelog

* Add documentation for experimental features
2023-10-21 10:25:05 +02:00
Thomas Kaul
550e646079
Feature/introduce assistant (#2451)
* Introduce assistant

* Update changelog
2023-10-08 20:32:00 +02:00
Thomas Kaul
921d38a706
Feature/harmonize style of granted access user interface (#2326)
* Harmonize style

* Update changelog
2023-09-15 16:21:14 +02:00
Thomas Kaul
bc33e5f147
Feature/remove deprecated environment variable base currency (#2255)
* Remove the deprecated environment variable BASE_CURRENCY

* Update changelog
2023-09-08 20:43:23 +02:00
Thomas Kaul
d74f283707
Eliminate prisma service (#2286)
* Eliminate prisma service
2023-09-08 17:05:42 +02:00
Thomas Kaul
9036f53e7d
Reset benchmark in user settings (#2233) 2023-08-12 21:50:01 +02:00