sudacode/ghostfolio
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697 Commits

Author SHA1 Message Date
Thomas
b7943889da
Feature/add screenshot (#251) 
* Add screenshot

* Update changelog
 2021-08-03 21:02:51 +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
Thomas
423ceec317
Feature/remove symbol icon from dialog header (#244) 
* Remove symbol icon from dialog header

* Clean up code
 2021-08-01 17:26:39 +02:00
Valentin Zickner
5b4a1785ae
fix investment values for portfolio.service.ts (#243) 
* fix investment values for portfolio.service.ts

* Update changelog

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-08-01 16:26:25 +02:00
Thomas
823501f43e
Sort imports (#242) 2021-08-01 09:41:44 +02:00
Valentin Zickner
331ac7ded2
remove unused method in portfolio.service.ts (#240) 
Co-authored-by: Valentin Zickner <github@zickner.ch>
 2021-08-01 09:39:41 +02:00
Valentin Zickner
982ba7377a remove legacy portfolio.ts 2021-08-01 00:55:10 +02:00
Valentin Zickner
4bbd17a37a fix tests 2021-08-01 00:55:10 +02:00
Thomas
6a7def6c48 Clean up 2021-08-01 00:55:10 +02:00
Thomas
ea219f0b88 Add guard 2021-08-01 00:55:10 +02:00
Valentin Zickner
23b2e03923 refactor rule evaluation 2021-08-01 00:55:10 +02:00
Valentin Zickner
04e6518226 move report generation to PortfolioService 2021-08-01 00:55:10 +02:00
Valentin Zickner
72dbe00091 change rule service interface 2021-08-01 00:55:10 +02:00
Valentin Zickner
9834c52739 refactor rule settings 2021-08-01 00:55:10 +02:00
Thomas
c47578bd3e Clean up 2021-08-01 00:55:10 +02:00
Thomas
9e4a49d811 Remove fallback 2021-08-01 00:55:10 +02:00
Thomas
a3a98c68a5 Fix missing currency conversion 2021-08-01 00:55:10 +02:00
Thomas
21570cca19 Fix impersonation in performance endpoint 2021-08-01 00:55:10 +02:00
Valentin Zickner
71a3115fc6 refactor get position endpoint 
Co-authored-by: Thomas <dotsilver@gmail.com>
 2021-08-01 00:55:10 +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
4a0695613e refactor PortfolioService#getOverview 
Co-authored-by: Thomas <dotsilver@gmail.com>
 2021-08-01 00:55:10 +02:00
Valentin Zickner
328d814922 remove getPerformance from portfolio.ts 
Co-authored-by: Thomas <dotsilver@gmail.com>
 2021-08-01 00:55:10 +02:00
Valentin Zickner
d23addb673 change getDetails to portfolio-calculator.ts 
Co-authored-by: Thomas <dotsilver@gmail.com>
 2021-08-01 00:55:10 +02:00
Thomas
fb15cebb64 Add test (#237) 
* Add test

* fix calculation for overall gross performance percentage

Co-authored-by: Valentin Zickner <github@zickner.ch>
 2021-08-01 00:55:10 +02:00
Valentin Zickner
9c51a257ae fix performance of combination of investments 2021-08-01 00:55:10 +02:00
Thomas
f9b9dc32cb Always show positions title 2021-08-01 00:55:10 +02:00
Thomas
e7194ef3ce Use new positions service 2021-08-01 00:55:10 +02:00
Thomas
ec5523b459 Handle empty portfolio 2021-08-01 00:55:10 +02:00
Thomas
c8c21a016a Handle empty portfolio 2021-08-01 00:55:10 +02:00
Thomas
9821b7f8f0 Add TWR test scenario 1 (#236) 
* Add TWR test scenario 1

* fix second transaction item

* change time-weighted rate algorithm

Co-authored-by: Valentin Zickner <valentin.zickner@flowable.com>
 2021-08-01 00:55:10 +02:00
Valentin Zickner
ed731afc66 fix market price fetch in case symbols are missing 2021-08-01 00:55:10 +02:00
Thomas
ff15d5cbc4 Rename performance labels 2021-08-01 00:55:10 +02:00
Thomas
3c4949de35 Hide net performance 2021-08-01 00:55:10 +02:00
Thomas
bd0e53525b Refactoring 2021-08-01 00:55:10 +02:00
Thomas
cbdb68e2f8 Refactoring 2021-08-01 00:55:10 +02:00
Thomas
8571709014 Refactoring 2021-08-01 00:55:10 +02:00
Thomas
e7ef1d426e Refactoring 2021-08-01 00:55:10 +02:00
Thomas
39cba0a8eb Refactoring 2021-08-01 00:55:10 +02:00
Thomas
a90c314e30 Refactoring 2021-08-01 00:55:10 +02:00
Thomas
47d71405e1 Refactoring 2021-08-01 00:55:10 +02:00
Thomas
5e9cecc6c1 Refactoring 2021-08-01 00:55:10 +02:00
Thomas
fb9e66318f Improve test 2021-08-01 00:55:10 +02:00
Thomas
b8194eb64f Clean up code 2021-08-01 00:55:10 +02:00
Thomas
cbb81916ee Sort imports 2021-08-01 00:55:10 +02:00
Valentin Zickner
9b1e9397a8 add errors in case gross performance is not set 2021-08-01 00:55:10 +02:00
Valentin Zickner
b779964adb add error handling to performance aggregation 2021-08-01 00:55:10 +02:00
Valentin Zickner
409afac2a9 fix rate conversion for todays symbols 2021-08-01 00:55:10 +02:00
Thomas
e0a4e16ea1 Improve error handling 2021-08-01 00:55:10 +02:00
Valentin Zickner
dc84abdc0a change performance report to portfolio calculator 2021-08-01 00:55:10 +02:00
Valentin Zickner
b031b028f1 add today to getValues 2021-08-01 00:55:10 +02:00