237 Commits

Author SHA1 Message Date
Thomas Kaul
0f72673ef4
Feature/respect data source in symbol data endpoint ()
* 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
Thomas Kaul
5ea455b98b
Feature/upgrade simplewebauthn dependencies to version 4.1.0 ()
* Upgrade @simplewebauthn dependencies to version 4.1.0
  * @simplewebauthn/browser
  * @simplewebauthn/server

* Update changelog
2021-09-11 21:23:06 +02:00
Thomas Kaul
39f315aba0
Feature/add annualized performance ()
* Add annualized performance

* Update changelog
2021-09-11 20:16:53 +02:00
Thomas Kaul
df2dfc20a1
Feature/add slack channel ()
* Add Slack channel

* Update changelog
2021-09-11 12:06:28 +02:00
Thomas Kaul
5d4156ecec
Feature/refactor position detail dialog ()
* Add name to portfolio position endpoint

* Update changelog
2021-09-11 11:23:47 +02:00
Thomas Kaul
773444b1e2
Bugfix/fix home button overlap on ios ()
* Fix overlap

* Update changelog
2021-09-11 11:17:49 +02:00
Thomas Kaul
3c46bde8d5
Bugfix/fix fear and greed index ()
* 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
Thomas Kaul
9ed82ac82b
Feature/improve labels of allocation chart by symbol ()
* Improve labels

* Update changelog
2021-09-08 22:03:33 +02:00
Ivo Valchev
9c9ca4ab1e
Add labels to allocation piecharts () 2021-09-08 21:31:34 +02:00
Thomas Kaul
9cbf789c22
Bugfix/fix values in position detail dialog ()
* Nullify netPerformance

* Introduce precision

* Update changelog
2021-09-07 22:11:38 +02:00
Valentin Zickner
48ab862bb6
net performance for current positions ()
* implement fees for transaction points 

* add net performance to current positions 

* add net performance to calculate timeline 

* make timeline fee accumulated by default 

* 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
ba234a470e
Feature/add storybook story for trend indicator component ()
* Add storybook story for trend indicator component

* Update changelog
2021-09-05 08:49:06 +02:00
Thomas Kaul
ccae660104
Feature/add storybook story for no transactions info component ()
* Add storybook story for no transactions info component

* Update changelog
2021-09-05 08:34:02 +02:00
Thomas Kaul
21ed91d184
Feature/add storybook story for logo component ()
* Add storybook story for logo component

* Update changelog
2021-09-05 08:03:32 +02:00
Thomas Kaul
5fd413e57e
Feature/setup storybook ()
* Setup ui library with storybook

* Add value component with story

* Update changelog
2021-09-04 22:12:54 +02:00
Thomas Kaul
4c194c938a
Feature/add contributors count to statistics ()
* Add contributors count to statistics

* Update changelog
2021-09-04 19:46:24 +02:00
Thomas Kaul
747e5b63fa
Feature/restructure allocations page including allocations by symbol ()
* Restructure allocations page

* Update changelog
2021-09-03 23:20:30 +02:00
Ivo Valchev
b1187cf880
Add a new symbol allocation chart ()
* Add a new symbol allocation chart

* Update changelog

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-09-03 17:48:35 +02:00
Thomas Kaul
ba9e6eab58
Feature/add link to transactions below holdings ()
* Add link: Manage transactions

* Update changelog
2021-09-02 21:17:01 +02:00
Ivo Valchev
01feead017
Show decimal transactionCount and singular for 1 transaction ()
* Show decimal `transactionCount` and singular for 1 transaction

* Update changelog

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-09-02 20:47:27 +02:00
Thomas Kaul
6386786ac0
Bugfix/improve symbol lookup ()
* Improve symbol lookup

* Update changelog
2021-08-30 18:08:21 +02:00
Thomas Kaul
72c065a59d
Feature/introduce asset sub class ()
* Introduce asset sub class

* Update changelog
2021-08-22 22:19:10 +02:00
Thomas Kaul
98dac4052a
Feature/add subscription type to the admin user table ()
* Add the subscription type to the user table in the admin control panel

* Update changelog
2021-08-22 22:11:05 +02:00
Thomas Kaul
2083d28d02
Feature/minor improvements in the page components ()
* Move permissions to constructor

* Sort imports
2021-08-22 10:25:34 +02:00
Thomas Kaul
aad8f77093
Feature/improve allocations by account ()
* 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
a904208d06
Feature/improve table styling ()
* Improve table styling

* Update changelog
2021-08-21 14:56:50 +02:00
Thomas Kaul
2733b78044
Minor improvement () 2021-08-21 14:56:11 +02:00
Thomas Kaul
b43b515df1
Feature/add link to system status page ()
* Add link to system status page

* Update changelog
2021-08-21 08:57:12 +02:00
Thomas Kaul
70e14b4d3c
Feature/improve restricted view mode ()
* Improve wording and padding

* Update changelog
2021-08-20 20:58:33 +02:00
Thomas Kaul
05b0efef82
Feature/add restricted view ()
* Add restricted view

* Update changelog
2021-08-16 21:40:29 +02:00
Thomas Kaul
7c91727eb1
Feature/restructure allocations page ()
* Restructure allocations page

* Update changelog
2021-08-15 09:55:46 +02:00
Thomas Kaul
0ee2258af8
Feature/improve impersonation mode ()
* Improve the impersonation mode

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

* Update changelog
2021-08-14 11:12:08 +02:00
Thomas
13090bf6b5
Feature/add overview menu item on mobile ()
* Add overview menu item

* Update changelog
2021-08-14 11:09:53 +02:00
Thomas
96a615dc5d
Bugfix/only allow supported currencies in symbol search ()
* Only allow supported currencies in symbol search

* Update changelog
2021-08-13 20:29:57 +02:00
Thomas
98f44323da
Feature/improve usability of tabs on home page ()
* Improve usability: lazy load endpoints on tab change

* Feature/improve portfolio summary ()

* Update changelog
2021-08-13 19:26:48 +02:00
Thomas
0a85a56c67
Respect cash balance in allocations, do not hide cryptocurrency holdings ()
* Respect cash balance in allocations, do not hide cryptocurrency holdings

* Update changelog
2021-08-09 21:26:41 +02:00
Thomas
4ad5590838
Feature/improve data gathering ()
* Improve data gathering
  * Refactoring
  * On server restart, only reset if hanging in LOCKED_DATA_GATHERING state

* Update changelog
2021-08-09 21:11:35 +02:00
Thomas
80d043729d
Feature/replace type with asset class ()
* Improved the asset classification
  * Add assetClass to symbolProfile
  * Remove type from position

* Update changelog
2021-08-08 19:27:58 +02:00
Thomas
178166d86b
Extend investment chart by three months () 2021-08-08 19:25:38 +02:00
Thomas
616d601cf6
Improve wording () 2021-08-08 12:20:30 +02:00
Thomas
e88b889fdd
Feature/optimize accounts table for mobile ()
* Optimize accounts table

* Update changelog
2021-08-08 09:24:47 +02:00
Thomas
f6cdc4ff47
Feature/disable pagination of tabs ()
* Disable pagination

* Update changelog
2021-08-08 09:24:30 +02:00
Thomas
bb76ace95d
Feature/improve support for draft transactions ()
* Improve support for draft transactions

* Update changelog
2021-08-07 20:52:55 +02:00
Thomas
f743c03e17
Feature/restructure page hierarchy ()
* Introduce portfolio group, remove tools

* Extract allocations to separate page

* Update changelog
2021-08-07 07:12:40 +02:00
Valentin Zickner
218efbb5bd
fix position diagram for sold items ()
* fix position diagram for sold items

* Add missing data to position from the past

* Update changelog

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-08-07 07:03:35 +02:00
Valentin Zickner
bf256ae50c
fix position currency conversion ()
Co-authored-by: Valentin Zickner <github@zickner.ch>
2021-08-05 22:36:18 +02:00
Thomas
c4b6273886
Clean up viewport scroller () 2021-08-05 22:32:55 +02:00
Thomas
b7943889da
Feature/add screenshot ()
* Add screenshot

* Update changelog
2021-08-03 21:02:51 +02:00
Thomas
4bd41ffa41
Feature/eliminate name from timeline position ()
* Eliminate name from timeline position: Get the name from the symbolProfileService instead

* Update changelog
2021-08-01 20:43:12 +02:00