Sayed Murtadha Ahmed
6c624fefc9
Feature/eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component ( #4462 )
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* Eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component
* Update changelog
2025-03-22 10:21:28 +01:00
Thomas Kaul
4db8c007f0
Bugfix/fix activities import with account balances ( #4446 )
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* Fix import with account balances
* Update changelog
2025-03-17 22:27:22 +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
70cd1a89b5
Feature/extend Ghostfolio data provider ( #4420 )
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* Extend Ghostfolio data provider
2025-03-10 20:45:41 +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
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
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
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
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
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
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
d7171b9221
Feature/extend promotion system by label ( #4181 )
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* Extend promotion system by label
2025-01-12 11:35:17 +01:00
Thomas Kaul
8c7cb78c0b
Feature/add copy AI prompt to clipboard action to analysis page ( #4176 )
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* Add copy AI prompt to clipboard action
* Update changelog
2025-01-08 19:55:23 +01:00
Thomas Kaul
c9047e7c17
Feature/add user interface for received access ( #4146 )
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* Add user interface for received access
* Update changelog
2024-12-27 10:12:45 +01:00
Thomas Kaul
6ee6121317
Feature/set up asset class cluster risk x-ray rule ( #4128 )
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* Set up Asset Class Cluster Risk rule (equity)
* Set up Asset Class Cluster Risk rule (fixed income)
* Update changelog
2024-12-17 20:33:57 +01:00
Thomas Kaul
c3bd433ac9
Feature/move market data management from admin to dedicated endpoint ( #4125 )
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* Move market data management from admin to dedicated endpoint
* Update changelog
2024-12-15 20:18:42 +01:00
Thomas Kaul
291be3e605
Feature/extend X-ray page by summary ( #4107 )
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* Add summary to X-ray page
* Update changelog
2024-12-08 08:05:08 +01:00
Thomas Kaul
13582afd93
Feature/Setup API keys for Ghostfolio data provider ( #4093 )
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* Setup API keys for Ghostfolio data provider
2024-12-07 15:13:12 +01:00
Thomas Kaul
3194ed2145
Feature/improve usability of Ghostfolio data provider ( #4086 )
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* Improve usability
2024-11-30 17:30:49 +01:00
Thomas Kaul
2067e8ea40
Feature/add support for dividends in Ghostfolio data provider ( #4081 )
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* Add support for dividends
2024-11-30 11:49:24 +01:00
Thomas Kaul
fc7e350cf7
Feature/extend users table of admin control panel ( #4076 )
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* Extend users table
* Update changelog
2024-11-27 08:10:20 +01:00
Thomas Kaul
5f98dfa5d6
Feature/set up Ghostfolio data provider ( #4016 )
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* Set up Ghostfolio data provider
* Update translations
* Update changelog
2024-11-24 19:49:08 +01:00
Jory Hogeveen
707c77f0cf
Feature/extend allocations by ETF holding with parent ETFs ( #4044 )
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* Extend allocations by ETF holding with parent ETFs
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-11-23 10:25:07 +01:00
QURBAN AHMAD
6d440eb777
Feature/add count to admin user endpoint response ( #4058 )
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* Add count to admin user endpoint response
* Update changelog
2024-11-20 20:20:11 +01:00
Amandee Ellawala
6057794eb6
Feature/extend assistant by holding selector ( #4031 )
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* Extend assistant by holding selector
* Update changelog
2024-11-10 10:29:43 +01:00
Thomas Kaul
93001b68ad
Feature/introduce lookup response interface ( #4019 )
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* Introduce lookup response interface
* Refactor lookup item interface
2024-11-03 19:58:19 +01:00
Thomas Kaul
5f56812125
Feature/extend promotion system ( #4008 )
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* Extend promotion system
2024-11-02 13:44:57 +01:00
Thomas Kaul
5de176a7ef
Feature/rename allocation cluster risk x ray rule ( #3994 )
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* Rename Allocation Cluster Risk to Economic Market Cluster Risk
* Update changelog
2024-10-28 20:03:37 +01:00
dw-0
405ec0d2b2
Feature/switch the consistent-type-definitions eslint rule from warn to error ( #3980 )
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* Switch the consistent-type-definitions eslint rule from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2024-10-26 09:41:37 +02:00
Thomas Kaul
144e5da753
Feature/add units to x ray rule settings ( #3926 )
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* Introduce unit
* Update changelog
2024-10-15 20:49:04 +02:00
Thomas Kaul
f8da265f5f
Feature/restructure XRayRulesSettings ( #3898 )
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* Restructure XRayRulesSettings
* Update changelog
2024-10-12 21:04:09 +02:00
Matej Gerek
98957d282e
Feature/move tags from info to user service ( #3859 )
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* Move tags from info to user service
* Update changelog
2024-10-09 21:04:37 +02:00
Thomas Kaul
bce18f7261
Feature/reuse advanced markets calculation in portfolio details endpoint ( #3884 )
2024-10-06 17:05:06 +02:00
Thomas Kaul
f48ce4e1ae
Feature/reuse markets calculation in portfolio details endpoint ( #3883 )
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* Reuse markets calculation in portfolio details endpoint
* Update changelog
2024-10-06 11:03:11 +02:00
Thomas Kaul
b50a1fc63d
Feature/reuse markets calculation in public portfolio endpoint ( #3882 )
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* Reuse markets calculation in public portfolio endpoint
* Update changelog
2024-10-06 10:27:42 +02:00
Thomas Kaul
f3e2091ff4
Feature/refactor markets calculation in details of portfolio service ( #3871 )
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* Refactor markets calculation
2024-10-05 09:58:09 +02:00
Thomas Kaul
bcc8cb1e5b
Feature/modernize rules implementation ( #3869 )
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* Modernize rules implementation
* Include markets in details
2024-10-04 21:44:07 +02:00
Thomas Kaul
d00d7ac1dd
Feature/add support for archived product page ( #3843 )
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* Add support for archived product page
2024-09-29 19:27:02 +02:00
Thomas Kaul
bb445ddf2e
Feature/improve experimental chart in account detail dialog ( #3813 )
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* Improve chart in account detail dialog
* Update changelog
2024-09-24 19:45:48 +02:00
Thomas Kaul
4a97e2bb54
Feature/align holdings and regions of public page with allocations page ( #3815 )
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* Align holdings and regions of public page with allocations page
* Update changelog
2024-09-24 19:17:58 +02:00
Thomas Kaul
583c14128b
Feature/extend public api with portfolio performance metrics endpoint ( #3762 )
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* Extend Public API with portfolio performance metrics endpoint
* Update changelog
2024-09-21 10:42:43 +02:00
Nikolai
38ac3d387b
Feature/extend market data endpoint by lastMarketPrice ( #3752 )
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* Extend market data endpoint by lastMarketPrice
* Integrate last market price in admin market data
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-15 20:18:24 +02:00
Thomas Kaul
3de192c65e
Feature/expose thresholds in rule settings ( #3770 )
2024-09-14 19:42:37 +02:00
Shaunak Das
383a02519a
Feature/extend filters of order endpoint ( #3743 )
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* Extend filters of order endpoint
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-10 20:22:51 +02:00
Thomas Kaul
9cd4321bd0
Feature/extract users from admin control panel endpoint to dedicated endpoint ( #3740 )
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* Introduce GET api/v1/admin/user endpoint
* Update changelog
2024-09-08 09:56:08 +02:00
Shaunak Das
7ea9061852
Feature/execute scraper configuration instantly ( #3723 )
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* Execute scraper configuration instantly
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-04 21:17:38 +02:00
