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119 Commits

Author SHA1 Message Date
Thomas Kaul
e518bc3779
Feature/clean up all time high and low from performance endpoint (#551) 
* Remove isAllTimeHigh / isAllTimeLow

* Update changelog
 2021-12-18 09:20:42 +01:00
Thomas Kaul
78e0fdb0ca
Add coupon system (#529) 
* Add coupon system

* Update changelog
 2021-12-09 21:14:44 +01:00
Thomas Kaul
1beb4de62f
Feature/support additional currencies (#517) 
* Support additional currencies

* Update changelog
 2021-12-04 21:05:11 +01:00
Thomas Kaul
49f46e1a1e
Bugfix/improve allocations by currency with cash balances (#508) 
* Improve allocations by currency in combination with cash balances

* Update changelog
 2021-12-02 21:53:38 +01:00
Thomas Kaul
da6eaa0d77
Harmonize error log (#499) 2021-11-29 21:01:53 +01:00
Thomas Kaul
6c07759eb7
Feature/add market data tab to admin control panel (#497) 
* Add market data tab

* Update changelog
 2021-11-28 19:46:34 +01:00
Thomas Kaul
72067459d6
Feature/add value to position detail dialog (#492) 
* Add value to position detail dialog

* Update changelog
 2021-11-27 09:51:08 +01:00
Thomas Kaul
1c2ca5b96b
Feature/accentuate all time high and low (#428) 
* Accentuate all time high and all time low

* Update changelog

Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
 2021-11-22 21:28:32 +01:00
Thomas Kaul
e1932eb5a1
Bugfix/exclude drafts from transaction count (#473) 
* Fix transactions count (exclude drafts)

* Improve wording (summary page)

* Update changelog
 2021-11-14 19:06:54 +01:00
Thomas Kaul
3032126508
Feature/add footer row to accounts table (#471) 
* Add footer row to accounts table with total balance and value

* Update changelog
 2021-11-14 17:04:52 +01:00
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
cd76f89902
Feature/increase decimal places for cryptocurrencies (#462) 
* Calculate quantity precision

* Update changelog
 2021-11-11 21:21:37 +01:00
Thomas Kaul
d60b444324
Release/1.71.0 (#458) 
* Refactor logger

* Fix exception

* Update changelog
 2021-11-07 21:25:18 +01:00
Thomas Kaul
678544748a
Add symbol mapping (#452) 
* Add symbol mapping

* Update changelog
 2021-11-07 09:42:36 +01:00
Thomas Kaul
1397cd62a8
Feature/extend public page (#445) 
* Extend public page

* Update changelog
 2021-10-31 17:00:59 +01:00
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
1296f95602
Feature/move data enhancer from data provider to data gathering (#437) 
* Move data enhancers from data provider to data enhancer module

* Update changelog
 2021-10-24 10:49:17 +02:00
Valentin Zickner
099ad18aaf
refactor data-provider.service.ts to have dynamic list of services (#429) 
* Refactor data-provider.service.ts to have dynamic list of services

* Update changelog

Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-10-20 21:41:40 +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
2e5176bacf
Feature/extend import by csv files (#419) 
* Support import of csv files

* Update changelog
 2021-10-15 22:22:45 +02:00
Thomas Kaul
93dcbeb6c7
Feature/add validation for import (#415) 
* Valid data types
* Maximum number of orders
* Data provider service returns data for the dataSource / symbol pair
 2021-10-12 22:19:32 +02:00
Valentin Zickner
f308ae7a13
add sectors and countries for ETFs (#410) 
* Update changelog

Co-Authored-By: Valentin Zickner <valentin@coderworks.de>

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
 2021-10-11 19:32:21 +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
fe2bd6eea8
Feature/protect endpoints (#396) 
* Protect endpoints

* Update changelog
 2021-09-28 21:37:01 +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
0f72673ef4
Feature/respect data source in symbol data endpoint (#370) 
* 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
641fe4e8f4
Bugfix/net performance in positions endpoint (#377) 
* Nullify net performance

* Update changelog
 2021-09-18 19:20:14 +02:00
Thomas Kaul
5b588c2000
Bugfix/hide the current net performance (#373) 
* Hide the current net performance

* Update changelog
 2021-09-15 22:27:18 +02:00
Valentin Zickner
d2aeeb3e88
optimize annual performance calculation (#367) 
* Optimize annual performance calculation

* Update changelog

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-09-12 20:08:42 +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
Matthias Frey
63ee33b685
Use 'import type' to import types, eliminate webpack warnings (#358) 2021-09-11 09:27:22 +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
73a967a7e5
Feature/add cash as asset sub class (#319) 
* Add cash as asset sub class

* Update changelog
 2021-08-26 21:49:02 +02:00
Thomas Kaul
c5bb3023d3
Bugfix/filter out positions without quantity (#317) 
* Filter out positions without any quantity

* Update changelog
 2021-08-26 17:45:04 +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
aad8f77093
Feature/improve allocations by account (#308) 
* 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
c2ab6a6c44
Feature/improve portfolio details endpoint (#302) 
* Make details endpoint fault tolerant (do not throw error)

* Update changelog
 2021-08-19 21:44:10 +02:00
Thomas Kaul
e17b217032
Bugfix/fix issue on buy date in position detail dialog (#297) 
* Fix issue on buy date

* Update changelog
 2021-08-17 21:31:32 +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
Valentin Zickner
308b218487
introduce basic module structure for data provider (#278) 
* introduce basic module structure for data provider

* introduce DataGatheringModule

* introduce ExchangeRateDataModule

* introduce ImpersonationModule

* move RulesService

* cleanup portfolio module

* Sort imports

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-08-14 16:55:40 +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
908aba170d
Fix position chart for missing historical data (#284) 
* Fix position chart for missing historical data

* Update changelog
 2021-08-12 23:30:04 +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
e68aa1fa68
Clean up imports (#267) 2021-08-07 22:37:39 +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