Thomas Kaul
14b88edff6
Feature/extend MSFT buy with dividend test ( #3891 )
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* Extend test
2024-10-06 21:07:07 +02:00
gizmodus
f360a12823
Feature/rework portfolio calculator ( #3393 )
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* Rework portfolio calculation
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-08-24 16:59:50 +02:00
Thomas Kaul
4efd5cefd8
Bugfix/calculation of portfolio summary caused by future liabilities ( #3342 )
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* Adapt date of future activities
* Update changelog
2024-04-29 20:12:12 +02:00
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities ( #3118 )
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* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
2024-03-09 11:07:01 +01:00
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
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* Integrate dividend into transaction point concept
* Update changelog
2024-03-07 20:07:50 +01:00
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
2024-02-11 17:50:18 +01:00
gizmodus
be801b481e
Feature/Add exchange rate effects to portfolio calculation ( #2834 )
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* Add exchange rate effects to portfolio calculation
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-13 13:07:33 +01:00
Thomas Kaul
93b6011ddc
Feature/refactor get range in market data service ( #2631 )
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* Refactor to unique asset in getRange()
* Update changelog
2023-11-11 18:57:41 +01:00
Thomas Kaul
513a564e2c
Restructure services ( #1891 )
2023-04-23 12:02:01 +02:00
Thomas Kaul
aafedd5f75
Feature/increase robustness if live data is missing ( #1884 )
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* Continuously persist today's market data
* Add fallback to historical market data if data provider does not provide live data
* Update changelog
2023-04-22 14:43:57 +02:00
Thomas Kaul
897e941e7a
Feature/add data provider info to position ( #1730 )
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* Add data provider info
* Update changelog
2023-02-25 10:33:45 +01:00
Thomas Kaul
71c5412dd5
Add test case: sell partially with huge gain ( #1380 )
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* Add test case: sell partially with huge gain
2022-10-20 20:56:58 +02:00
Thomas Kaul
af0863d193
Bugfix/fix currency conversion in accounts ( #937 )
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* Fix currency conversion in accounts
* Update changelog
2022-05-21 19:58:47 +02:00
Thomas Kaul
ba7c98d325
Add test case for BUY and SELL (partially) ( #826 )
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* Add test case for BUY and SELL (partially)
* Fix investment calculation for sell activities
* Do not show total value if sell activity
* Update changelog
2022-04-15 18:56:23 +02:00
Thomas Kaul
809ee97f6f
Add tests ( #693 )
2022-02-14 18:50:47 +01:00
