Thomas Kaul
86943a5f5b
Feature/harmonize big.js operators ( #686 )
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* Harmonize big.js operators
* Update changelog
2022-02-09 09:36:54 +01:00
Thomas Kaul
5d8bde5a70
Feature/access data source and symbol from symbol profile ( #668 )
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* Access dataSource and symbol from SymbolProfile
* Update changelog
2022-02-03 19:21:55 +01:00
Thomas Kaul
62885ea890
Feature/improve consistent use of symbol with data source ( #656 )
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* Improve the consistent use of symbol with dataSource
* Update changelog
2022-01-29 16:51:37 +01:00
Thomas Kaul
5d3bbb8f30
Feature/improve annualized performance ( #651 )
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* Improve annualized performance calculation
* Update changelog
2022-01-27 20:56:20 +01:00
Thomas Kaul
585f99e4df
Feature/add summary row to activities table ( #645 )
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* Add summary row to activities table
* Update changelog
2022-01-23 11:39:30 +01:00
Thomas Kaul
7df53896f3
Feature/start eliminating data source from order ( #622 )
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* 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 )
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* Support multiple accounts with the same name
* Update changelog
2022-01-10 21:23:47 +01:00
Thomas Kaul
e54638a684
Feature/improve analysis page ( #609 )
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* 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 )
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* Add guards
* Update changelog
2021-12-31 22:00:58 +01:00
Thomas Kaul
d69a69ce18
Bugfix/fix exception with market state ( #602 )
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* Fix exception with market state
* Update changelog
2021-12-30 22:19:08 +01:00
Thomas Kaul
9e1a7fc981
Feature/dividend ( #547 )
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* 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 )
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* Add transactions to position detail dialog
* Update changelog
2021-12-28 17:45:04 +01:00
Thomas Kaul
e78755c280
Replace OrderType with Type (prisma) ( #560 )
2021-12-19 16:52:35 +01:00
Thomas Kaul
e518bc3779
Feature/clean up all time high and low from performance endpoint ( #551 )
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* Remove isAllTimeHigh / isAllTimeLow
* Update changelog
2021-12-18 09:20:42 +01:00
Thomas Kaul
78e0fdb0ca
Add coupon system ( #529 )
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* Add coupon system
* Update changelog
2021-12-09 21:14:44 +01:00
Thomas Kaul
49f46e1a1e
Bugfix/improve allocations by currency with cash balances ( #508 )
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* Improve allocations by currency in combination with cash balances
* Update changelog
2021-12-02 21:53:38 +01:00
Thomas Kaul
72067459d6
Feature/add value to position detail dialog ( #492 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* Add value column
* Update changelog
2021-11-13 20:38:29 +01:00
Thomas Kaul
cd76f89902
Feature/increase decimal places for cryptocurrencies ( #462 )
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* Calculate quantity precision
* Update changelog
2021-11-11 21:21:37 +01:00
Thomas Kaul
6dea9093ba
Feature/add public portfolio ( #426 )
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* Setup public portfolio page
* Update changelog
2021-10-19 18:27:50 +02:00
Thomas Kaul
dcee651098
Feature/support unlimited currencies ( #387 )
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* 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 )
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* 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
Valentin Zickner
d2aeeb3e88
optimize annual performance calculation ( #367 )
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* 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 )
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* Add annualized performance
* Update changelog
2021-09-11 20:16:53 +02:00
Thomas Kaul
5d4156ecec
Feature/refactor position detail dialog ( #355 )
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* 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
Valentin Zickner
48ab862bb6
net performance for current positions ( #330 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* Introduce asset sub class
* Update changelog
2021-08-22 22:19:10 +02:00
Thomas Kaul
aad8f77093
Feature/improve allocations by account ( #308 )
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* 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 )
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* 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 )
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* Fix issue on buy date
* Update changelog
2021-08-17 21:31:32 +02:00
Thomas Kaul
0ee2258af8
Feature/improve impersonation mode ( #293 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* Improved the asset classification
* Add assetClass to symbolProfile
* Remove type from position
* Update changelog
2021-08-08 19:27:58 +02:00
Thomas
bb76ace95d
Feature/improve support for draft transactions ( #265 )
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* Improve support for draft transactions
* Update changelog
2021-08-07 20:52:55 +02:00
Valentin Zickner
dfcf826b4f
implement support for buy-sell(-buy) scenario ( #262 )
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Co-authored-by: Valentin Zickner <github@zickner.ch>
2021-08-07 07:07:12 +02:00
Valentin Zickner
218efbb5bd
fix position diagram for sold items ( #261 )
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* 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
ba3b4564cd
Bugfix/dashboard currencies ( #260 )
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* filter list of orders only for relevant orders
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-08-06 21:47:27 +02:00
Valentin Zickner
bf256ae50c
fix position currency conversion ( #256 )
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Co-authored-by: Valentin Zickner <github@zickner.ch>
2021-08-05 22:36:18 +02:00
Thomas
94d2310217
Bugfix/fix spike of positions with differing currency of user ( #248 )
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* Convert market price back to currency of position
* Update changelog
2021-08-04 20:43:00 +02:00
Thomas
b7d950f3f9
Bugfix/fix missing market state in positions ( #250 )
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* Fix missing market state in positions
* Update changelog
2021-08-04 17:55:34 +02:00
