245 Commits

Author SHA1 Message Date
Thomas Kaul
0f72673ef4
Feature/respect data source in symbol data endpoint (#370)
* 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)
* 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)
* Add annualized performance

* Update changelog
2021-09-11 20:16:53 +02:00
Thomas Kaul
3c46bde8d5
Bugfix/fix fear and greed index (#359)
* Fix fear and greed index
* Refactor fear and greed index symbol
   * GF.FEAR_AND_GREED_INDEX -> _GF_FEAR_AND_GREED_INDEX

* Update changelog
2021-09-11 11:14:55 +02:00
Matthias Frey
63ee33b685
Use 'import type' to import types, eliminate webpack warnings (#358) 2021-09-11 09:27:22 +02:00
Valentin Zickner
48ab862bb6
net performance for current positions (#330)
* 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)
* Add contributors count to statistics

* Update changelog
2021-09-04 19:46:24 +02:00
Thomas Kaul
d046f1d498
Feature/upgrade nx to version 12.8.0 (#331)
* Upgrade angular and Nx

* Update changelog
2021-09-04 11:25:40 +02:00
Thomas Kaul
73a967a7e5
Feature/add cash as asset sub class (#319)
* 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)
* Introduce asset sub class

* Update changelog
2021-08-22 22:19:10 +02:00
Thomas Kaul
aad8f77093
Feature/improve allocations by account (#308)
* 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
c71a4c078e
Bugfix/convert g bp to gbp in yahoo finance service (#301)
* Fix currency inconsistency in the yahoo finance service (GBp to GBP)

* Update changelog
2021-08-18 18:22:01 +02:00
Thomas Kaul
05b0efef82
Feature/add restricted view (#295)
* Add restricted view

* Update changelog
2021-08-16 21:40:29 +02:00
Thomas Kaul
0ee2258af8
Feature/improve impersonation mode (#293)
* Improve the impersonation mode

* Update changelog
2021-08-14 19:15:26 +02:00
Thomas
77936e3bf3
Feature/improve users table (#291)
* Improve users table
  * Engagement / Day
  * Registration

* Update changelog
2021-08-14 11:12:08 +02:00
Thomas
b898c0678d
Feature/refactor exchange rate service (#289)
* Refactor exchange rate service

* Update changelog
2021-08-14 11:06:21 +02:00
Thomas
98f44323da
Feature/improve usability of tabs on home page (#283)
* Improve usability: lazy load endpoints on tab change

* Feature/improve portfolio summary (#285)

* Update changelog
2021-08-13 19:26:48 +02:00
Thomas
80d043729d
Feature/replace type with asset class (#274)
* Improved the asset classification
  * Add assetClass to symbolProfile
  * Remove type from position

* Update changelog
2021-08-08 19:27:58 +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
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
852902d1ab add current position calculation with holding period return calculation 2021-08-01 00:55:10 +02:00
Thomas
e0435e5cad Add name to position 2021-08-01 00:55:10 +02:00
Thomas
1226c26a9d Refactor positions 2021-08-01 00:55:10 +02:00
Thomas
1e368d6e2d Extend type 2021-08-01 00:55:10 +02:00
Thomas
b4dc21dd61 Implement new positions endpoint 2021-08-01 00:55:10 +02:00
Thomas
1c65599a16
Feature/add blog (#218)
* Setup blog

* Add german blog post

* Add english blog post

* Update changelog
2021-07-31 11:21:32 +02:00
Thomas
51fbc538ca
Feature/set public stripe key dynamically (#216)
* Set public Stripe key dynamically

* Update changelog
2021-07-17 11:04:43 +02:00
Thomas
c7b7efae3b
Feature/import transactions (#212)
* Implement import transactions functionality

* Update changelog
2021-07-14 20:54:05 +02:00
Thomas
be5b58f49a
Bugfix/fix warn color (#211)
* Fix warn color

* Update changelog
2021-07-13 20:29:22 +02:00
Thomas
ecfe694f0b
Feature/export transactions (#209)
* Export functionality for transactions

* Update changelog
2021-07-11 17:05:58 +02:00
Thomas
f22991b090
Feature/respect cash balance in analysis (#203)
* Respect cash balance in in analysis

* Update changelog
2021-07-10 14:57:03 +02:00
Thomas
2c19d8c8e7
Feature/add balance to account (#193)
* Add balance attribute and calculate total balance

* Update changelog
2021-07-07 21:23:36 +02:00
Thomas
fbe590ddb9
Feature/upgrade angular material css vars to 2.0.0 (#200)
* Upgrade angular-material-css-vars

* Update changelog
2021-07-05 21:53:30 +02:00
Thomas
09bbda3502
Change from subscription to one time payment (#181) 2021-06-22 21:53:29 +02:00
Thomas
ad00cd9d81
Feature/setup subscription with stripe (#178)
* Set up stripe for subscriptions

* Update permissions and add discount

* Update changelog
2021-06-21 20:03:36 +02:00
Thomas
66c955ad6c
Feature/ghostfolio in numbers (#175)
* Add Ghostfolio in numbers section

* Update changelog
2021-06-17 22:59:48 +02:00
Thomas
0264b592b9
Feature/improve investments by sector (#172)
* Improve investments analysis by sector

* Update changelog
2021-06-16 17:05:43 +02:00
Thomas
a35701fe24
Feature/upgrade to angular 12 (#169)
* Upgrade to Angular 12

* Update changelog
2021-06-15 21:03:55 +02:00
Matthias Frey
e87c942cb8
Add webauthn (#82)
* Add webauthn

* Complete WebAuthn device sign up and login

* Move device registration to account page
* Replace the token login with a WebAuthn prompt if the current device has been registered
* Mark the current device in the list of registered auth devices

* Fix after rebase

* Fix tests

* Disable "Add current device" button if current device is registered

* Add option to "Stay signed in"

* Remove device list feature, sign in with deviceId instead

* Improve usability

* Update changelog

Co-authored-by: Matthias Frey <mfrey43@gmail.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-06-14 16:09:40 +02:00
Thomas
6a03120225
Feature/add symbol profile model (#148)
* Add symbol profile model and positions by country chart

* Add positions by continent chart

* Fix tests

* Extend seed

* Update changelog
2021-06-06 15:31:28 +02:00
Thomas
7788465272
Release 1.10.1 (#139) 2021-06-02 21:24:27 +02:00
Thomas
e7fbcd4fa0
Feature/extend pricing page (#130)
* Extend pricing page

* Feature/align pricing page with subscription model (#135)

* Align pricing page with subscription model

* Update changelog
2021-06-02 20:15:53 +02:00
Thomas
11b2379d98
Feature/respect data source in data gathering (#107)
* Respect data source in data gathering

* Update changelog

* optimize fetching from multiple data sources (#123)

* optimize fetching from multiple data sources

* improve performance by executing data gathering promises in parallel

* removed unused imports

* rename hasHistoricalData to canHandle

* Sort imports

* Clean up

Co-authored-by: Valentin Zickner <3200232+vzickner@users.noreply.github.com>
2021-05-27 20:50:10 +02:00
Thomas
78a4946e8b
Feature/zen mode (#110)
* Start with implementation
* Refactor AuthGuard, persist displayMode in user settings
* Refactor DisplayMode to ViewMode
* Update changelog
2021-05-22 10:04:56 +02:00
Thomas
abd0e08566
Introduce @ghostfolio/common lib (#102) 2021-05-16 22:11:14 +02:00