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1254 Commits

Author SHA1 Message Date
Thomas Kaul
4db8c007f0 Bugfix/fix activities import with account balances (#4446) 
* Fix import with account balances

* Update changelog
 2025-03-17 22:27:22 +01:00
Thomas Kaul
6036547cf5 Feature/refactor portfolio calculator factory (#4454) 
* Refactor portfolio calculator factory
 2025-03-17 21:21:09 +01:00
Thomas Kaul
f17a95eb48 Feature/refresh cryptocurrencies list 20250316 (#4449) 
* Update cryptocurrencies.json

* Update changelog
 2025-03-16 20:59:49 +01:00
Thomas Kaul
6cd79fab31 Feature/rename TWR to ROAI (#4453) 
* Rename TWR to ROAI
 2025-03-16 20:59:21 +01:00
Thomas Kaul
5783497a66 Feature/improve symbol validation in Yahoo Finance service (#4445) 
* Improve symbol validation

* Update changelog
 2025-03-16 10:42:35 +01:00
Thomas Kaul
755ab15755 Feature/format name in financial modeling prep service (#4441) 
* Format name

* Update changelog
 2025-03-15 18:47:07 +01:00
Thomas Kaul
b90e3076d0 Feature/remove exchange rates from admin control overview (#4439) 
* Remove exchange rates

* Update changelog
 2025-03-15 18:25:15 +01:00
Thomas Kaul
2f868b8902 Feature/add guard to TransformDataSourceInRequestInterceptor (#4438) 
* Add guard
 2025-03-15 12:22:24 +01:00
Ken Tandrian
1917c17cf9 Bugfix/fix issue with serving Storybook related to contentSecurityPolicy (#4437) 
* Fix issue with serving Storybook related to contentSecurityPolicy

* Update changelog
 2025-03-15 11:57:01 +01:00
Thomas Kaul
70cd1a89b5 Feature/extend Ghostfolio data provider (#4420) 
* Extend Ghostfolio data provider
 2025-03-10 20:45:41 +01:00
Thomas Kaul
6bdfd8984f Bugfix/fix fetching dividend and historical market data in Financial Modeling Prep service (#4416) 
* Add default values

* Update changelog
 2025-03-09 12:28:33 +01:00
Thomas Kaul
52081d6741 Bugfix/exclude Storybook from html template middleware (#4414) 
* Exclude storybook

* Update changelog
 2025-03-09 12:07:23 +01:00
csehatt741
cb1f488eb4 Feature/extend export by account balances (#4390) 
* Extend export by account balances

* Update changelog
 2025-03-09 10:56:39 +01:00
Ken Tandrian
bdde9dd314 Task/upgrade to simplewebauthn version 13.1 (#4407) 
* Upgrade to simplewebauthn version 13.1

* Update changelog
 2025-03-08 21:33:47 +01:00
csehatt741
589eefaa76 Feature/extend AI prompt API by mode (#4395) 
* Extend AI prompt API by mode

* Update changelog
 2025-03-07 19:48:52 +01:00
csehatt741
3a09996ca1 Bugfix/fix functionality to delete asset profile of custom currency (#4354) 
* Fix functionality to delete asset profile of custom currency

* Update changelog
 2025-03-05 20:25:32 +01:00
Thomas Kaul
8b353fbf66 Feature/introduce Promise.all() in getPerformance() of portfolio service (#4381) 
* Introduce Promise.all()

* Update changelog
 2025-03-02 17:01:36 +01:00
Thomas Kaul
8f4f29571b Bugfix/fix export functionality of platforms (#4379) 
* Fix export functionality of platforms

* Update changelog
 2025-03-02 09:10:51 +01:00
Matt Fiddaman
6cdcf9622e Bugfix/handle exception in benchmark service related to unnamed asset profiles (#4355) 
* Handle exception in benchmark service related to unnamed asset profiles 

* Update changelog
 2025-03-01 15:16:21 +01:00
Thomas Kaul
a8d1248461 Feature/improve symbol lookup in Trackinsight service (#4377) 
* Improve symbol lookup for EXCHANGE:SYMBOL pattern

* Update changelog
 2025-03-01 13:14:39 +01:00
csehatt741
035306d4d8 Feature/add createdAt to snapshot and public portfolio endpoint response (#4350) 
* Add createdAt to snapshot and public portfolio endpoint response

* Update changelog

---------

Co-authored-by: Verbindolai <nikolaiwieczorek@web.de>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
 2025-02-28 21:00:02 +01:00
Sayed Murtadha Ahmed
2f35f7225f Feature/extend export by platforms (#4360) 
* Extend export by platforms

* Update changelog
 2025-02-27 20:59:12 +01:00
Thomas Kaul
168a679535 Feature/extend trackinsight data enhancer by cusip (#4362) 
* Extend Trackinsight data enhancer by cusip

* Update changelog
 2025-02-27 20:26:51 +01:00
Thomas Kaul
8f165d46e0 Feature/add cusip to asset profile model (#4347) 
* Add CUSIP

* Update changelog
 2025-02-25 19:48:22 +01:00
csehatt741
634bdf16d6 Feature/extend portfolio snapshot by activities count (#4352) 
* Extend portfolio snapshot by activities count

* Update changelog
 2025-02-24 21:54:53 +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
Sayed Murtadha Ahmed
05b0728b2a Feature/extend export by tags (#4337) 
* Extend export by tags

* Update changelog
 2025-02-22 09:20:39 +01:00
Thomas Kaul
69a0de28cd Bugfix/fix issue with symbol profile overrides in historical market data table of admin control panel (#4339) 
* Respect symbol profile overrides in market data controller (GET)

* Update changelog
 2025-02-20 19:40:27 +01:00
Thomas Kaul
b2698fccbd Feature/improve validation of currency management in admin control panel (#4334) 
* Improve validation of currency management

* Update changelog
 2025-02-19 17:25:54 +01:00
Thomas Kaul
e26b015407 Bugfix/cannot register cron jobs (#4325) 
* Reorganize benchmark modules and move benchmarks endpoint
 2025-02-15 15:50:41 +01:00
Thomas Kaul
ab9133fa24 Bugfix/fix gaps in chart of benchmark comparator (#4311) 
* Fix benchmark interval

* Update changelog
 2025-02-15 10:53:06 +01:00
Thomas Kaul
f1ab3ff8e8 Feature/modernize tags endpoint (#4317) 
* Modernize tags endpoint

* Update changelog
 2025-02-15 10:00:14 +01:00
Guillermo Tomás Fernández Martín
4f76ee6758 Feature/improve symbol lookup in Trackinsight data enhancer (#4296) 
* Feature: enhance Trackinsight data fetching with symbol search fallback

* Feature: refactor Trackinsight symbol search for improved clarity and error handling

* Fixed style concerns and removed code duplication

* Minor improvements

* Update changelog

* Update changelog

* Clean up

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
 2025-02-15 09:43:28 +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

---------

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
Thomas Kaul
c7f39d3884 Feature/exclude manual data source from encoding (#4307) 
* Exclude MANUAL data source from encoding
 2025-02-12 21:17:01 +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
Thomas Kaul
5b786ba143 Feature/improve error handling in CoinGecko service (#4287) 
* Improve error handling

* Update changelog
 2025-02-07 10:32:25 +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
Thomas Kaul
8878212487 Feature/expire snapshot cache on holding tags change (#4277) 
* Expire snapshot cache on holding tags change

* Update changelog
 2025-02-03 15:23:37 +01:00
Thomas Kaul
9905c428af Feature/refactor regional market cluster risk rule for North America (#4276) 
* Refactoring
 2025-02-02 15:25:33 +01:00
Guillermo Tomás Fernández Martín
d4f28e2759 Feature/add support for ETF sector data in YahooFinanceDataEnhancer (#4258) 
* Add support for ETF sector data in YahooFinanceDataEnhancer

* Update changelog
 2025-02-01 12:25:19 +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
4cb4375514 Bugfix/fix issue with holdings and sectors while using symbol profile overrides (#4234) 
* Fix issue with holdings and sectors while using symbol profile overrides

* Update changelog
 2025-01-24 19:47:50 +01:00
Thomas Kaul
4b65b6277e Feature/refresh cryptocurrencies list 20250123 (#4245) 
* Update cryptocurrencies.json

* Update changelog
 2025-01-23 21:43:09 +01:00
Thomas Kaul
cca26040bf Feature/extend get asset profile in financial modeling prep service (#4230) 
* Extend get asset profile by ETF website
 2025-01-23 20:53:50 +01:00
Miguel Borges de Freitas
553c10ac91 Bugfix/fix issue with MIME type detection in scraper configuration (#4237) 
* Fix issue with MIME type detection in scraper configuration

* Update changelog
 2025-01-22 19:55:09 +01:00
Thomas Kaul
39ac6f352f Feature/extend get historical in financial modeling prep service (#4229) 
* Extend get historical

* Update changelog
 2025-01-22 19:32:59 +01:00