Thomas Kaul
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583c14128b
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Feature/extend public api with portfolio performance metrics endpoint (#3762)
* Extend Public API with portfolio performance metrics endpoint
* Update changelog
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2024-09-21 10:42:43 +02:00 |
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Thomas Kaul
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3de192c65e
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Feature/expose thresholds in rule settings (#3770)
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2024-09-14 19:42:37 +02:00 |
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Thomas Kaul
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9fb80e5067
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Feature/remove accounts from holding endpoint (#3765)
* Clean up accounts
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2024-09-14 17:29:52 +02:00 |
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Shaunak Das
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323cfbfcaa
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Feature/introduce filters in account endpoint (#3764)
* Introduce filters in acount endpoint
* Integrate endpoint in holding detail dialog
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
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2024-09-14 10:53:39 +02:00 |
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Thomas Kaul
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403ee2741d
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Feature/set up portfolio snapshot queue (#3725)
* Set up portfolio snapshot queue
* Update changelog
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2024-09-10 20:32:08 +02:00 |
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Thomas Kaul
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df5e2f5f0e
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Feature/extract common CACHE_TTL as constants (#3722)
Extract CACHE_TTL
* CACHE_TTL_NO_CACHE
* CACHE_TTL_INFINITE
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2024-09-05 18:23:38 +02:00 |
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Thomas Kaul
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c48e4ec4c6
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Feature/improve usage of portfolio calculator in holding endpoint (#3727)
* Improve usage of portfolio calculator
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2024-09-03 20:42:49 +02:00 |
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Thomas Kaul
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71a568264d
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Feature/improve portfolio snapshot caching (#3717)
* Improve portfolio snapshot caching
* Update changelog
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2024-08-31 16:11:52 +02:00 |
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Thomas Kaul
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b794c4dcc8
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Feature/add todo for emergency fund positions value calculation (#3684)
* Add todo
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2024-08-30 11:54:23 +02:00 |
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Thomas Kaul
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c4a28c6bff
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Feature/set up a performance logging service (#3703)
* Setup performance logging service
* Update changelog
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2024-08-28 20:28:36 +02:00 |
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Thomas Kaul
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d08e8b4fd8
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Feature/expose max chart items as env variable (#3701)
* Expose MAX_CHART_ITEMS as env variable
* Update changelog
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2024-08-26 16:21:16 +02:00 |
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Thomas Kaul
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e23019a115
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Feature/improve liabilities in portfolio calculator (#3696)
Improve liabilities
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2024-08-25 09:03:39 +02:00 |
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Thomas Kaul
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a8e0bb5a21
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Bugfix/fix division by zero in performance calculation (#3695)
* Fix division by zero
* Update changelog
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2024-08-25 09:02:14 +02:00 |
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gizmodus
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f360a12823
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Feature/rework portfolio calculator (#3393)
* Rework portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
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2024-08-24 16:59:50 +02:00 |
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Bastien Jeannelle
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2b212078b8
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Feature/add support to deactivate x-ray rules (#3537)
* Add support to deactivate X-ray rules
* Update changelog
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2024-08-21 19:38:37 +02:00 |
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Thomas Kaul
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c34959896c
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Feature/improve color assignment with annualized performance in treemap chart (#3657)
* Improve color assignment
* Update changelog
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2024-08-10 09:01:28 +02:00 |
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Thomas Kaul
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41f5801b5e
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Feature/refactor unique asset type to asset profile identifier (#3636)
* Refactoring
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2024-08-04 08:27:05 +02:00 |
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Thomas Kaul
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8f6203d296
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Feature/manage tags of holdings (#3630)
* Manage tags of holdings
* Update changelog
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2024-08-03 15:46:01 +02:00 |
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Thomas Kaul
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fcc2ab1a48
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Feature/change color assignment by annualized performance in treemap chart (#3617)
* Change color assignment to annualized performance
* Update changelog
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2024-07-31 19:18:50 +02:00 |
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Thomas Kaul
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dd15bba359
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Bugfix/fix public page for non existent access (#3604)
* Handle non-existent access
* Update changelog
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2024-07-23 21:00:20 +02:00 |
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Thomas Kaul
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9d6214e93a
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Bugfix/fix fees calculation in portfolio summary (#3567)
* Fix fees calculation
* Update changelog
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2024-07-13 18:24:03 +02:00 |
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Thomas Kaul
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1c9805bb96
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Feature/improve allocations by etf holding for impersonation mode (#3534)
* Improve allocations by ETF holding for impersonation mode
* Update changelog
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2024-07-04 20:25:15 +02:00 |
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Thomas Kaul
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23e4d5454d
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Feature/improve allocations by etf holding (#3467)
* Improve allocations by ETF holding
* Update changelog
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2024-06-08 11:17:27 +02:00 |
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Thomas Kaul
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8a9ae9bb33
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Feature/allocations by etf holding (#3464)
* Setup allocations by ETF holding
* Update changelog
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2024-06-07 21:45:07 +02:00 |
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Thomas Kaul
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b12ac1fe84
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Feature/simplify module imports of api (#3443)
* Simplify module imports
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2024-06-01 10:02:43 +02:00 |
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Thomas Kaul
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e31b4c64cb
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Feature/refactor holding detail dialog to standalone (#3407)
* Refactor holding detail dialog to standalone
* Update changelog
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2024-05-19 19:13:14 +03:00 |
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Thomas Kaul
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4ad4fa2b30
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Feature/clean up deprecated GET api/portfolio/positions endpoint (#3373)
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2024-05-08 20:04:32 +02:00 |
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Thomas Kaul
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f2cb671c7f
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Feature/optimize get porfolio details endpoint (#3366)
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
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2024-05-04 15:53:02 +02:00 |
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Thomas Kaul
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f3d961bc16
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Feature/move holdings table to holdings tab of home page (#3368)
* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
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2024-05-04 14:11:37 +02:00 |
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Thomas Kaul
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77beaaba08
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Refactoring portfolio service (#3365)
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2024-05-03 21:48:46 +02:00 |
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Thomas Kaul
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486de968a2
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Bugfix/fix division by zero error in dividend yield calculation (#3354)
* Handle division by zero
* Update changelog
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2024-05-02 17:53:34 +02:00 |
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Thomas Kaul
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a5833566a8
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Feature/skip caching in portfolio calculator if active filters (#3348)
* Skip caching if active filters
* Update changelog
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2024-05-02 17:52:39 +02:00 |
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Thomas Kaul
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4efd5cefd8
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Bugfix/calculation of portfolio summary caused by future liabilities (#3342)
* Adapt date of future activities
* Update changelog
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2024-04-29 20:12:12 +02:00 |
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Thomas Kaul
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e10707fde4
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Add missing guard to fix public page (#3339)
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2024-04-27 19:24:08 +02:00 |
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Thomas Kaul
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4f41bac328
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Feature/set up caching in portfolio calculator (#3335)
* Set up caching
* Update changelog
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2024-04-27 15:35:28 +02:00 |
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Thomas Kaul
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cdbe6eedeb
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Feature/change cash to liquidity in asset class enum (#3321)
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
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2024-04-23 18:55:37 +02:00 |
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Thomas Kaul
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39bd4a349b
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Feature/improve chart in account detail dialog (#3314)
* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
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2024-04-21 17:11:53 +02:00 |
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Thomas Kaul
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551b83a6e3
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Bugfix/fix gaps in portfolio performance charts (#3311)
* Fix gaps in charts
* Update changelog
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2024-04-20 15:40:59 +02:00 |
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Thomas Kaul
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212aa6a63b
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Feature/add date range support to portfolio holdings page (#3303)
* Add date range support
* Update changelog
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2024-04-20 09:51:12 +02:00 |
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Thomas Kaul
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dba73d80a3
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Improve logging (#3300)
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2024-04-19 20:31:38 +02:00 |
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Thomas Kaul
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15857118fe
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Feature/let data gathering queue jobs fail by throwing errors (#3281)
* Let data gathering queue jobs fail by throwing errors
* Update changelog
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2024-04-17 17:35:51 +02:00 |
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Thomas Kaul
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5d4e2fba8c
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Feature/move wealth item and liability calculations to portfolio calculator (#3272)
* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
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2024-04-14 08:12:32 +02:00 |
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Thomas Kaul
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6c57609db8
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Feature/move dividend fee and interest calculation to portfolio calculator (#3267)
* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
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2024-04-13 11:07:18 +02:00 |
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Thomas Kaul
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45340b581f
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Bugfix/fix public page by including markets data (#3263)
* Include markets data
* Update changelog
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2024-04-12 15:13:34 +02:00 |
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Thomas Kaul
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2b97bbd05d
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Move getChart() to portfolio calculator (#3255)
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2024-04-09 13:44:23 +02:00 |
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Thomas Kaul
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07c0e5a612
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Feature/add currency to order database schema (#3251)
* Add currency to Order database schema
* Update changelog
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2024-04-07 11:30:32 +02:00 |
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Thomas Kaul
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719bbe156e
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Feature/optimize calculation of allocations by market (#3249)
* Optimize calculation of allocations by market
* Update changelog
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2024-04-07 09:26:30 +02:00 |
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Thomas Kaul
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b51255a543
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Feature/add key to x ray rule (#3248)
* Add key
* Update changelog
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2024-04-07 09:25:14 +02:00 |
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Thomas Kaul
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ca2e748c56
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Bugfix/add missing tags in portfolio calculator (#3243)
* Add missing tags
* Update changelog
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2024-04-06 20:03:16 +02:00 |
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Arshad Jamal
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371c999fbc
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Feature/Add dividend yield to position detail dialog (#2636)
* Add dividend yield to position detail dialog
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
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2024-04-03 19:47:53 +02:00 |
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