376 Commits

Author SHA1 Message Date
Thomas Kaul
baa6a3d0f0
Feature/restructure api modules (#706)
* Restructure modules

* Update changelog
2022-02-18 19:32:25 +01:00
Thomas Kaul
d3382f0809
Update time (#707) 2022-02-17 21:31:08 +01:00
Thomas Kaul
280030ae7f
Feature/add twitter bot for fear and greed index (#702)
* Add twitter bot for fear and greed index

* Update changelog
2022-02-16 21:17:11 +01:00
Thomas Kaul
809ee97f6f
Add tests (#693) 2022-02-14 18:50:47 +01:00
Thomas Kaul
fa66cd5bce
Feature/add countries and sectors to position detail dialog (#692)
* Add asset and asset sub class

* Add countries and sectors to position detail dialog

* Update changelog
2022-02-12 11:22:03 +01:00
Thomas Kaul
76f70598e2
Feature/add support for wealth items (#666)
* Add support for wealth items

* Update changelog
2022-02-10 09:39:10 +01:00
Thomas Kaul
86943a5f5b
Feature/harmonize big.js operators (#686)
* Harmonize big.js operators

* Update changelog
2022-02-09 09:36:54 +01:00
gizmodus
6eb4eae4a9
Feature/fix twr performance 2 (#684)
* Fix TWR performance
* Weight holding period returns according to their investment value

Co-authored-by: Reto Kaul <retokaul@sublimd.com>
2022-02-09 09:29:43 +01:00
Thomas Kaul
82069da4e2
Bugfix/fix user account creation (#682)
* Fix the user account creation

* Update changelog
2022-02-06 21:40:26 +01:00
gizmodus
9b5ec0c56d
Feature/fix twr performance (#679)
* Fix TWR performance

Co-authored-by: Reto Kaul <retokaul@sublimd.com>
2022-02-06 16:54:14 +01:00
Thomas Kaul
65bfe52db4
Feature/simplify admin user sign up (#675)
* Simplify admin user sign up

* Update changelog
2022-02-06 09:32:41 +01:00
Thomas Kaul
48b524de5a
Feature/add export functionality to position detail dialog (#672)
* Add export functionality to the position detail dialog

* Respect filters in activities export

* Update changelog
2022-02-05 20:26:10 +01:00
Thomas Kaul
f369996912
Bugfix/fix symbol selection of 7d data gathering (#670)
* Fix symbol selection of 7d data gathering

* Update changelog
2022-02-03 20:58:59 +01:00
Thomas Kaul
dc424a86ec
Feature/support deleting symbol profile data (#669)
* Add support for deleting symbol profile data

* Update changelog
2022-02-03 20:56:39 +01:00
Thomas Kaul
5d8bde5a70
Feature/access data source and symbol from symbol profile (#668)
* Access dataSource and symbol from SymbolProfile

* Update changelog
2022-02-03 19:21:55 +01:00
Thomas Kaul
16360c0c67
Feature/minor code cleanup (#667)
* Sort imports

* Update changelog
2022-02-02 22:06:34 +01:00
Thomas Kaul
161cb82820
Bugfix/fix data source of fear and greed index (#663)
* Encode data source

* Update changelog
2022-02-02 20:07:33 +01:00
Thomas Kaul
155c08d665
Transform data source (#658)
* Transform data source

* Update changelog
2022-02-01 20:35:25 +01:00
Thomas Kaul
b8ad6d6662
Feature/improve import (#657)
* Improve import

* Update changelog

Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>
2022-02-01 19:12:00 +01:00
Thomas Kaul
9d6977e3f7
Feature/support cryptocurrency mina protocol (#659)
* Support Mina Protocol (MINA-USD)

* Update changelog
2022-02-01 10:58:34 +01:00
Ronald Konjer
919b20197f
import csv with account name or id (#654)
* import csv with account id
2022-01-29 17:27:33 +01:00
Thomas Kaul
62885ea890
Feature/improve consistent use of symbol with data source (#656)
* Improve the consistent use of symbol with dataSource

* Update changelog
2022-01-29 16:51:37 +01:00
Thomas Kaul
65e151151b
Feature/increase fear and greed index to 90 days (#652)
* Increase fear and greed index to 90 days

* Update changelog
2022-01-27 21:01:38 +01:00
Thomas Kaul
5d3bbb8f30
Feature/improve annualized performance (#651)
* Improve annualized performance calculation

* Update changelog
2022-01-27 20:56:20 +01:00
Thomas Kaul
bcb7f5f522
Feature/add feature toggle for new calculation engine (#649)
* Add feature toggle for new calculation engine

* Update changelog
2022-01-24 21:38:59 +01:00
gizmodus
f15b33e950
Portfolio calculator rework (#632)
* Portfolio calculator rework

Co-authored-by: Reto Kaul <retokaul@sublimd.com>
2022-01-24 20:35:13 +01:00
Thomas Kaul
9c086edffe
Feature/extend historical data view in admin control (#646)
* Extend market data view

* Update changelog
2022-01-23 17:02:12 +01:00
Thomas Kaul
585f99e4df
Feature/add summary row to activities table (#645)
* Add summary row to activities table

* Update changelog
2022-01-23 11:39:30 +01:00
Thomas Kaul
38f2930ec6
Feature/improve data provider service (#637)
* Improve data provider service

* Update changelog
2022-01-20 21:34:23 +01:00
Thomas Kaul
556be61fff
Bugfix/fix unresolved account names in reports (#636)
* Fix unresolved account names

* Update changelog
2022-01-19 21:28:15 +01:00
Thomas Kaul
0a8d159f78
Bugfix/fix missing symbol profile data connection in import (#630)
* Fix missing symbol profile data connection in import

* Update changelog
2022-01-16 15:31:56 +01:00
Thomas Kaul
1a4109ebaa
Bugfix/fix fallback to load currencies directly from data provider (#629)
* Fix fallback

* Update changelog
2022-01-16 13:46:00 +01:00
Thomas Kaul
7df53896f3
Feature/start eliminating data source from order (#622)
* Start eliminating dataSource from order

* Update changelog
2022-01-11 19:49:45 +01:00
Thomas Kaul
b2b3fde80e
Bugfix/support multiple accounts with the same name (#623)
* Support multiple accounts with the same name

* Update changelog
2022-01-10 21:23:47 +01:00
Thomas Kaul
075431d868
Feature/add google sheets as data source (#620)
* Add google sheets as data source

* Update changelog
2022-01-08 18:19:25 +01:00
Thomas Kaul
07de8f87fc
Set market prices explicitly (#618)
* Set market prices explicitly

* Set comments explicitly
2022-01-07 08:09:12 +01:00
Thomas Kaul
9ac67b0af2
Feature/expose profile data gathering by symbol endpoint (#611)
* Expose profile data gathering by symbol endpoint

* Update changelog
2022-01-01 16:18:18 +01:00
Thomas Kaul
1e526852a7
Bugfix/fix mapping for russia in trackinsight data enhancer (#610)
* Fix mapping for Russia

* Update changelog
2022-01-01 13:55:53 +01:00
Thomas Kaul
e54638a684
Feature/improve analysis page (#609)
* Improve analysis page (show y-axis, extend chart in relation to days in market)

* Update changelog
2022-01-01 12:09:49 +01:00
Thomas Kaul
029b7bed9a
Bugfix/improve error handling in position api endpoint (#607)
* Add guards

* Update changelog
2021-12-31 22:00:58 +01:00
Thomas Kaul
cebf879d67
Feature/refactor demo user (#604)
* Refactor demo user id

* Update changelog
2021-12-31 09:52:03 +01:00
Thomas Kaul
d69a69ce18
Bugfix/fix exception with market state (#602)
* Fix exception with market state

* Update changelog
2021-12-30 22:19:08 +01:00
Thomas Kaul
6dcd801d05
Feature/extend statistics section with users in slack community (#596)
* Extend statistics with users in Slack community

* Update changelog
2021-12-29 18:38:55 +01:00
Thomas Kaul
438484879d
Bugfix/fix creation of historical data (#594)
* Fix creation of historical data (upsert instead of update)

* Update changelog
2021-12-29 17:03:37 +01:00
Thomas Kaul
9e1a7fc981
Feature/dividend (#547)
* Add dividend to order type

* Support dividend in transactions table

* Support dividend in transaction dialog

* Extend import file with dividend

* Add dividend to portfolio summary

* Update changelog

Co-authored-by: Fly Man <fly.man.opensim@gmail.com>
2021-12-28 21:12:12 +01:00
Thomas Kaul
ff638adf03
Feature/add transactions to position detail dialog (#591)
* Add transactions to position detail dialog

* Update changelog
2021-12-28 17:45:04 +01:00
Thomas Kaul
db1d474ddf
Feature/more discreet data provider warning (#589)
* Upgrade http-status-codes to version 2.2.0

* Make the data provider warning more discreet

* Update changelog
2021-12-27 12:14:41 +01:00
Thomas Kaul
9d3610331a
Add guard (#582) 2021-12-26 10:07:51 +01:00
Thomas Kaul
0043b44670
Feature/improve data gathering for currencies (#581)
* Improve data gathering for currencies, add warning if it fails

* Update changelog
2021-12-26 09:15:10 +01:00
Thomas Kaul
bbc4e64cb4
Bugfix/filter currencies with null value (#579)
* Filter currencies with null value

* Update changelog
2021-12-25 17:08:56 +01:00