Thomas Kaul
d2fabe7ce4
Feature/add value column to accounts table ( #468 )
...
* Add value column
* Update changelog
2021-11-13 20:38:29 +01:00
Thomas Kaul
239bd09cbd
Feature/move market mood to tab ( #463 )
...
* Move market mood to tab
* Update changelog
2021-11-11 21:43:17 +01:00
Thomas Kaul
cd76f89902
Feature/increase decimal places for cryptocurrencies ( #462 )
...
* Calculate quantity precision
* Update changelog
2021-11-11 21:21:37 +01:00
Thomas Kaul
b9522307c4
Feature/various client improvements ( #460 )
...
* Various improvements
* info messages
* skeleton loader of portfolio holdings
* Update changelog
2021-11-10 21:03:25 +01:00
Thomas Kaul
87301ddbd5
Feature/improve registration page ( #451 )
...
* Improve registration page
* Update changelog
2021-11-02 21:49:57 +01:00
Thomas Kaul
a864c617b9
Feature/improve landing page ( #442 )
...
* Add intro screen
* Update changelog
2021-10-30 10:46:54 +02:00
Thomas Kaul
2de0e75cb8
Feature/add user interface for granting and revoking public access ( #439 )
...
* Add user interface for granting and revoking public access
* Update changelog
2021-10-25 20:46:36 +02:00
Thomas Kaul
6dea9093ba
Feature/add public portfolio ( #426 )
...
* Setup public portfolio page
* Update changelog
2021-10-19 18:27:50 +02:00
Thomas Kaul
15a61b7a20
Feature/improve values of global heat map ( #408 )
...
* Convert value
* Update changelog
2021-10-04 21:22:42 +02:00
Thomas Kaul
d1eedf9726
Bugfix/various fixes ( #407 )
...
* Fix links
* Update column
* Fix impersonation mode
* Update changelog
2021-10-03 22:04:23 +02:00
Thomas Kaul
3ec4a73b35
Feature/improve tooltips ( #403 )
...
* Improve tooltips
* Update changelog
2021-10-02 20:38:41 +02:00
Thomas Kaul
f558eb8de8
Fix template ( #397 )
2021-09-29 21:04:41 +02:00
Thomas Kaul
dcee651098
Feature/support unlimited currencies ( #387 )
...
* Support unlimited currencies
* Update changelog
2021-09-24 21:09:48 +02:00
Thomas Kaul
8466e3d73f
Feature/always show adapted portfolio page ( #388 )
...
* Always show adapted portfolio page
* Update changelog
2021-09-24 20:12:17 +02:00
Thomas Kaul
9ae9904389
Feature/add story for line chart component ( #385 )
...
* Add story for line chart component
* Update changelog
2021-09-20 21:44:47 +02:00
Thomas Kaul
af022ae316
Feature/add story for portfolio proportion chart component ( #384 )
...
* Add story
* Use new component
* Update changelog
2021-09-20 20:45:58 +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
5d4156ecec
Feature/refactor position detail dialog ( #355 )
...
* Add name to portfolio position endpoint
* Update changelog
2021-09-11 11:23:47 +02:00
Thomas Kaul
9ed82ac82b
Feature/improve labels of allocation chart by symbol ( #353 )
...
* Improve labels
* Update changelog
2021-09-08 22:03:33 +02:00
Ivo Valchev
9c9ca4ab1e
Add labels to allocation piecharts ( #337 )
2021-09-08 21:31:34 +02:00
Thomas Kaul
9cbf789c22
Bugfix/fix values in position detail dialog ( #351 )
...
* Nullify netPerformance
* Introduce precision
* Update changelog
2021-09-07 22:11:38 +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
ba234a470e
Feature/add storybook story for trend indicator component ( #346 )
...
* 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 ( #345 )
...
* 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 ( #344 )
...
* Add storybook story for logo component
* Update changelog
2021-09-05 08:03:32 +02:00
Thomas Kaul
5fd413e57e
Feature/setup storybook ( #332 )
...
* Setup ui library with storybook
* Add value component with story
* Update changelog
2021-09-04 22:12:54 +02:00
Thomas Kaul
747e5b63fa
Feature/restructure allocations page including allocations by symbol ( #333 )
...
* Restructure allocations page
* Update changelog
2021-09-03 23:20:30 +02:00
Ivo Valchev
b1187cf880
Add a new symbol allocation chart ( #326 )
...
* 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
Ivo Valchev
01feead017
Show decimal transactionCount
and singular for 1 transaction ( #327 )
...
* 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
72c065a59d
Feature/introduce asset sub class ( #312 )
...
* Introduce asset sub class
* Update changelog
2021-08-22 22:19:10 +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
13090bf6b5
Feature/add overview menu item on mobile ( #290 )
...
* Add overview menu item
* Update changelog
2021-08-14 11:09:53 +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
0a85a56c67
Respect cash balance in allocations, do not hide cryptocurrency holdings ( #280 )
...
* Respect cash balance in allocations, do not hide cryptocurrency holdings
* Update changelog
2021-08-09 21:26:41 +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
178166d86b
Extend investment chart by three months ( #273 )
2021-08-08 19:25:38 +02:00
Thomas
e88b889fdd
Feature/optimize accounts table for mobile ( #271 )
...
* Optimize accounts table
* Update changelog
2021-08-08 09:24:47 +02:00
Thomas
bb76ace95d
Feature/improve support for draft transactions ( #265 )
...
* Improve support for draft transactions
* Update changelog
2021-08-07 20:52:55 +02:00
Thomas
f743c03e17
Feature/restructure page hierarchy ( #259 )
...
* 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 ( #261 )
...
* 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 ( #256 )
...
Co-authored-by: Valentin Zickner <github@zickner.ch>
2021-08-05 22:36:18 +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
Thomas
423ceec317
Feature/remove symbol icon from dialog header ( #244 )
...
* Remove symbol icon from dialog header
* Clean up code
2021-08-01 17:26:39 +02:00
Thomas
823501f43e
Sort imports ( #242 )
2021-08-01 09:41:44 +02:00
Valentin Zickner
71a3115fc6
refactor get position endpoint
...
Co-authored-by: Thomas <dotsilver@gmail.com>
2021-08-01 00:55:10 +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
Thomas
ff15d5cbc4
Rename performance labels
2021-08-01 00:55:10 +02:00
Thomas
3c4949de35
Hide net performance
2021-08-01 00:55:10 +02:00
Thomas
cbdb68e2f8
Refactoring
2021-08-01 00:55:10 +02:00