Thomas Kaul
5cb6e5dec6
Feature/support filtering by asset class on the allocations page ( #926 )
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* Support filtering by asset class
* Update changelog
2022-05-16 21:49:22 +02:00
Thomas Kaul
160335302a
Feature/group filters by type ( #922 )
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* Add groups to activities filter component
* Update changelog
2022-05-15 21:51:31 +02:00
Thomas Kaul
ea3a9d3b79
Feature/eliminate circular dependencies in common library ( #896 )
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* Eliminate circular dependencies
* Update changelog
2022-05-08 22:16:47 +02:00
Thomas Kaul
40380346e6
Feature/setup bull queue system ( #886 )
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* Setup @nestjs/bull and asset profile data gathering job
* Update changelog
2022-05-07 20:00:51 +02:00
Thomas Kaul
16dd8f7652
Feature/refactor filters with interface ( #883 )
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* 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 )
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* Setup tagging system
* Update changelog
2022-04-24 16:23:03 +02:00
Thomas Kaul
8526b5a027
Feature/export draft activities as ics ( #830 )
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* Export draft activities as ICS
* Update changelog
2022-04-15 10:53:40 +02:00
Thomas Kaul
1214127ec0
Feature/rename orders to activities in import and export ( #786 )
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* Rename orders to activities
* Update changelog
2022-04-02 10:26:17 +02:00
Thomas Kaul
b4848be914
Feature/add developed vs emerging markets calculation ( #767 )
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* Add allocations by market
* Update changelog
2022-03-26 13:11:30 +01:00
Thomas Kaul
7b6893b5ed
Feature/add support for emergency fund ( #749 )
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* Add support for emergency fund
* Update changelog
2022-03-12 13:44:47 +01:00
Thomas Kaul
99655604d9
Feature/add support for coupon duration ( #743 )
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* Add support for coupon duration
* Update changelog
2022-03-06 12:26:04 +01:00
Thomas Kaul
86acbf06f4
Feature/add data provider errors to api response ( #738 )
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* Add data provider error details
* Update changelog
2022-03-05 11:00:02 +01:00
Thomas Kaul
3de7d3f60e
Bugfix/improve account calculations ( #737 )
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* Improve account calculations
* Update changelog
2022-03-04 21:31:31 +01:00
Thomas Kaul
b3e58d182a
Feature/add support for click in portfolio proportion chart ( #729 )
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* Add support for click
* Update changelog
2022-02-28 21:35:52 +01:00
Thomas Kaul
76f70598e2
Feature/add support for wealth items ( #666 )
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* Add support for wealth items
* Update changelog
2022-02-10 09:39:10 +01:00
Thomas Kaul
161cb82820
Bugfix/fix data source of fear and greed index ( #663 )
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* Encode data source
* Update changelog
2022-02-02 20:07:33 +01:00
Thomas Kaul
b8ad6d6662
Feature/improve import ( #657 )
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* Improve import
* Update changelog
Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>
2022-02-01 19:12:00 +01:00
Thomas Kaul
62885ea890
Feature/improve consistent use of symbol with data source ( #656 )
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* Improve the consistent use of symbol with dataSource
* Update changelog
2022-01-29 16:51:37 +01:00
Thomas Kaul
5d3bbb8f30
Feature/improve annualized performance ( #651 )
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* Improve annualized performance calculation
* Update changelog
2022-01-27 20:56:20 +01:00
Thomas Kaul
9c086edffe
Feature/extend historical data view in admin control ( #646 )
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* Extend market data view
* Update changelog
2022-01-23 17:02:12 +01:00
Thomas Kaul
b2b3fde80e
Bugfix/support multiple accounts with the same name ( #623 )
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* Support multiple accounts with the same name
* Update changelog
2022-01-10 21:23:47 +01:00
Thomas Kaul
e54638a684
Feature/improve analysis page ( #609 )
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* 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
6dcd801d05
Feature/extend statistics section with users in slack community ( #596 )
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* Extend statistics with users in Slack community
* Update changelog
2021-12-29 18:38:55 +01:00
Thomas Kaul
9e1a7fc981
Feature/dividend ( #547 )
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* 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
db1d474ddf
Feature/more discreet data provider warning ( #589 )
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* 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
e518bc3779
Feature/clean up all time high and low from performance endpoint ( #551 )
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* Remove isAllTimeHigh / isAllTimeLow
* Update changelog
2021-12-18 09:20:42 +01:00
Thomas Kaul
78e0fdb0ca
Add coupon system ( #529 )
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* Add coupon system
* Update changelog
2021-12-09 21:14:44 +01:00
Thomas Kaul
d09cad4e05
Feature/read only mode ( #520 )
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* Setup read only mode and update permissions dynamically
* Update changelog
2021-12-07 20:24:15 +01:00
Thomas Kaul
4d9a223491
Feature/add system message ( #519 )
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* Add system message
* Update changelog
2021-12-06 20:51:38 +01:00
Thomas Kaul
1beb4de62f
Feature/support additional currencies ( #517 )
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* Support additional currencies
* Update changelog
2021-12-04 21:05:11 +01:00
Thomas Kaul
49f46e1a1e
Bugfix/improve allocations by currency with cash balances ( #508 )
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* Improve allocations by currency in combination with cash balances
* Update changelog
2021-12-02 21:53:38 +01:00
Thomas Kaul
6c07759eb7
Feature/add market data tab to admin control panel ( #497 )
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* Add market data tab
* Update changelog
2021-11-28 19:46:34 +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
3032126508
Feature/add footer row to accounts table ( #471 )
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* Add footer row to accounts table with total balance and value
* Update changelog
2021-11-14 17:04:52 +01:00
Thomas Kaul
a42700b9fe
Feature/introduce data gathering progress ( #467 )
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* Add data gathering progress
* Update changelog
2021-11-13 11:32:28 +01:00
Thomas Kaul
edb66bb166
Feature/extend statistics ( #449 )
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* Extend statistics
* Update changelog
2021-11-01 21:15:09 +01:00
Thomas Kaul
1397cd62a8
Feature/extend public page ( #445 )
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* Extend public page
* Update changelog
2021-10-31 17:00:59 +01:00
Thomas Kaul
6dea9093ba
Feature/add public portfolio ( #426 )
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* Setup public portfolio page
* Update changelog
2021-10-19 18:27:50 +02:00
Thomas Kaul
b57301ef50
Feature/extend import validation message ( #421 )
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* Extend import validation message
* Update changelog
2021-10-16 21:23:15 +02:00
Thomas Kaul
2e5176bacf
Feature/extend import by csv files ( #419 )
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* Support import of csv files
* Update changelog
2021-10-15 22:22:45 +02:00
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
Thomas Kaul
39f315aba0
Feature/add annualized performance ( #364 )
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* Add annualized performance
* Update changelog
2021-09-11 20:16:53 +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
Thomas Kaul
4c194c938a
Feature/add contributors count to statistics ( #342 )
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* Add contributors count to statistics
* Update changelog
2021-09-04 19:46:24 +02:00
Thomas Kaul
73a967a7e5
Feature/add cash as asset sub class ( #319 )
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* Add cash as asset sub class
* Update changelog
2021-08-26 21:49:02 +02:00
Thomas Kaul
72c065a59d
Feature/introduce asset sub class ( #312 )
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* Introduce asset sub class
* Update changelog
2021-08-22 22:19:10 +02:00
Thomas Kaul
aad8f77093
Feature/improve allocations by account ( #308 )
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* Improve allocations by account
* Eliminate accounts from PortfolioPosition
* Ignore cash assets in the allocation chart by sector, continent and country
* Add missing accounts to portfolio details
* Update changelog
2021-08-21 15:03:55 +02:00
Thomas Kaul
05b0efef82
Feature/add restricted view ( #295 )
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* Add restricted view
* Update changelog
2021-08-16 21:40:29 +02:00
