Thomas Kaul
6036547cf5
Feature/refactor portfolio calculator factory ( #4454 )
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* Refactor portfolio calculator factory
2025-03-17 21:21:09 +01:00
Thomas Kaul
f17a95eb48
Feature/refresh cryptocurrencies list 20250316 ( #4449 )
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* Update cryptocurrencies.json
* Update changelog
2025-03-16 20:59:49 +01:00
Thomas Kaul
6cd79fab31
Feature/rename TWR to ROAI ( #4453 )
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* Rename TWR to ROAI
2025-03-16 20:59:21 +01:00
Thomas Kaul
5783497a66
Feature/improve symbol validation in Yahoo Finance service ( #4445 )
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* 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 )
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* Format name
* Update changelog
2025-03-15 18:47:07 +01:00
Thomas Kaul
b90e3076d0
Feature/remove exchange rates from admin control overview ( #4439 )
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* Remove exchange rates
* Update changelog
2025-03-15 18:25:15 +01:00
Thomas Kaul
2f868b8902
Feature/add guard to TransformDataSourceInRequestInterceptor ( #4438 )
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* Add guard
2025-03-15 12:22:24 +01:00
Ken Tandrian
1917c17cf9
Bugfix/fix issue with serving Storybook related to contentSecurityPolicy ( #4437 )
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* 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 )
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* 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 )
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* Add default values
* Update changelog
2025-03-09 12:28:33 +01:00
Thomas Kaul
52081d6741
Bugfix/exclude Storybook from html template middleware ( #4414 )
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* Exclude storybook
* Update changelog
2025-03-09 12:07:23 +01:00
csehatt741
cb1f488eb4
Feature/extend export by account balances ( #4390 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* Introduce Promise.all()
* Update changelog
2025-03-02 17:01:36 +01:00
Thomas Kaul
8f4f29571b
Bugfix/fix export functionality of platforms ( #4379 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* Add CUSIP
* Update changelog
2025-02-25 19:48:22 +01:00
csehatt741
634bdf16d6
Feature/extend portfolio snapshot by activities count ( #4352 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* Improve validation of currency management
* Update changelog
2025-02-19 17:25:54 +01:00
Thomas Kaul
e26b015407
Bugfix/cannot register cron jobs ( #4325 )
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* 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 )
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* Fix benchmark interval
* Update changelog
2025-02-15 10:53:06 +01:00
Thomas Kaul
f1ab3ff8e8
Feature/modernize tags endpoint ( #4317 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* Refactoring
2025-02-02 15:25:33 +01:00
Guillermo Tomás Fernández Martín
d4f28e2759
Feature/add support for ETF sector data in YahooFinanceDataEnhancer ( #4258 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* Extend get historical
* Update changelog
2025-01-22 19:32:59 +01:00
Thomas Kaul
2e4ad7b0ea
Feature/move language localization for Polski from experimental to general availability ( #4200 )
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* Move language localization for Polski from experimental to general availability
* Update changelog
2025-01-19 10:15:34 +01:00
