Thomas
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ec5523b459
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Handle empty portfolio
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2021-08-01 00:55:10 +02:00 |
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Thomas
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c8c21a016a
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Handle empty portfolio
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2021-08-01 00:55:10 +02:00 |
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Thomas
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9821b7f8f0
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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>
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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ed731afc66
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fix market price fetch in case symbols are missing
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2021-08-01 00:55:10 +02:00 |
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Thomas
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ff15d5cbc4
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Rename performance labels
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2021-08-01 00:55:10 +02:00 |
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Thomas
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3c4949de35
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Hide net performance
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2021-08-01 00:55:10 +02:00 |
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Thomas
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bd0e53525b
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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Thomas
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cbdb68e2f8
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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Thomas
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8571709014
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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Thomas
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e7ef1d426e
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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Thomas
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39cba0a8eb
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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Thomas
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a90c314e30
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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Thomas
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47d71405e1
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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Thomas
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5e9cecc6c1
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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Thomas
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fb9e66318f
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Improve test
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2021-08-01 00:55:10 +02:00 |
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Thomas
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b8194eb64f
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Clean up code
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2021-08-01 00:55:10 +02:00 |
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Thomas
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cbb81916ee
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Sort imports
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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9b1e9397a8
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add errors in case gross performance is not set
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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b779964adb
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add error handling to performance aggregation
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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409afac2a9
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fix rate conversion for todays symbols
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2021-08-01 00:55:10 +02:00 |
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Thomas
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e0a4e16ea1
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Improve error handling
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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dc84abdc0a
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change performance report to portfolio calculator
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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b031b028f1
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add today to getValues
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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3b7e0a0106
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remove unnecessary if condition
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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ea66081073
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move interfaces to separate files
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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602a770a09
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fix typo
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2021-08-01 00:55:10 +02:00 |
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Thomas
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e522722aa6
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Update comment
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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03ca5d7663
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add further tests for portfolio-calculator with one transaction
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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136563c949
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fix single buy test
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2021-08-01 00:55:10 +02:00 |
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Thomas
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948c45c602
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Update test
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2021-08-01 00:55:10 +02:00 |
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Thomas
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e0be792e46
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Re-enable all tests
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2021-08-01 00:55:10 +02:00 |
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Thomas
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c3d010135f
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Add test for single buy
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2021-08-01 00:55:10 +02:00 |
|
Thomas
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d6a16a6093
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Improve error handling
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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34c13c80ec
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add error handling for current positions
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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f65a108436
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change hardcoded timestamp in test to timezone specific
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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993f066e08
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remove console.time statements during portfolio calls
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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852902d1ab
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add current position calculation with holding period return calculation
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2021-08-01 00:55:10 +02:00 |
|
Thomas
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ee89822bfe
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Fix tests
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2021-08-01 00:55:10 +02:00 |
|
Thomas
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e0435e5cad
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Add name to position
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2021-08-01 00:55:10 +02:00 |
|
Thomas
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e2c23703dc
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Fix tests
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2021-08-01 00:55:10 +02:00 |
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Thomas
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1226c26a9d
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Refactor positions
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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fdc89f7182
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optimize performance of positions endpoint
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2021-08-01 00:55:10 +02:00 |
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Thomas
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1e368d6e2d
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Extend type
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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04e03bd080
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add multi-date fetch for current values
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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66e7ad3fd2
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prepare for multi-day database fetch
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2021-08-01 00:55:10 +02:00 |
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Thomas
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b4dc21dd61
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Implement new positions endpoint
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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8a482e63b9
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fix gross performance number type
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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aabfb39e8f
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optimize portfolio calculator to fetch all symbols for one day
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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cdc8faff7f
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add current position gross performance (percentage)
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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7b696e39de
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add sorting and symbol as a result
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2021-08-01 00:55:10 +02:00 |
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