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
|
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 |
|
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
|
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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Anatoly Popov
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12c722afe1
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Bugfix/Use currency conversion for fees and values (#3672)
* Use currency conversion for fees and values
* Update changelog
|
2024-08-18 10:02:21 +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 |
|
Thomas Kaul
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2bbad8f4b0
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Feature/add logging to benchmark service (#3654)
* Add logging
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2024-08-10 07:58:16 +02:00 |
|
Thomas Kaul
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dc1948016f
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Feature/clone or edit activity from holding detail dialog (#3644)
* Clone or edit activity from holding detail dialog
* Update changelog
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2024-08-07 20:45:03 +02:00 |
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Thomas Kaul
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b2ed0b2c80
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Feature/improve caching of benchmarks in markets overview (#3640)
* Improve caching
* Update changelog
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2024-08-05 19:44:24 +02:00 |
|
Thomas Kaul
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42fe653e1e
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Bugfix/fix cache flush endpoint response (#3641)
* Fix cache flush endpoint response
* Update changelog
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2024-08-05 19:43:25 +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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02db0db733
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Feature/persist view mode of holdings tab on home page (#3624)
* Persist view mode of holdings in user settings
* Update changelog
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2024-08-02 20:27:58 +02:00 |
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Thomas Kaul
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fcc2ab1a48
|
Feature/change color assignment by annualized performance in treemap chart (#3617)
* Change color assignment to annualized performance
* Update changelog
|
2024-07-31 19:18:50 +02:00 |
|
Thomas Kaul
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cec55127c8
|
Bugix/fix dividend import from data provider for holdings without account (#3606)
* Fix dividend import for holdings without account
* Update changelog
|
2024-07-27 19:45:12 +02:00 |
|
Thomas Kaul
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dd15bba359
|
Bugfix/fix public page for non existent access (#3604)
* Handle non-existent access
* Update changelog
|
2024-07-23 21:00:20 +02:00 |
|
Thomas Kaul
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43afb16808
|
Feature/introduce isUsedByUsersWithSubscription flag (#3573)
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2024-07-16 20:51:49 +02:00 |
|
Thomas Kaul
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d5c56fb16c
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Feature/optimize 7d data gathering by prioritization (#3575)
* Optimize 7d data gathering by prioritization
* Update changelog
|
2024-07-16 20:45:34 +02:00 |
|
Thomas Kaul
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6c1317f978
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Bugfix/fix search for holding in assistant (#3569)
* Fix search for holding
* Update changelog
|
2024-07-13 20:11:40 +02:00 |
|
Thomas Kaul
|
9d6214e93a
|
Bugfix/fix fees calculation in portfolio summary (#3567)
* Fix fees calculation
* Update changelog
|
2024-07-13 18:24:03 +02:00 |
|
Thomas Kaul
|
9ecc3176a5
|
Feature/improve treemap chart for holdings (#3563)
* Various improvements
* Introduce permission: accessHoldingsChart
* Improve style of toggle
* Add border radius
* Update changelog
|
2024-07-13 10:45:10 +02:00 |
|
Thomas Kaul
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744dc51dcd
|
Bugfix/fix pagination issue in activities endpoint by adding secondary sort criterion (#3554)
* Add id as secondary sort criterion to ensure consistent ordering
* Update changelog
|
2024-07-09 18:42:03 +02:00 |
|
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
|
2024-07-04 20:25:15 +02:00 |
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Thomas Kaul
|
dcec3accf0
|
Feature/improve caching of benchmarks (#3530)
* Improve caching
* Update changelog
|
2024-06-29 16:53:35 +02:00 |
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Thomas Kaul
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f08b0b570b
|
Feature/support derived currencies in currency validation (#3529)
* Support derived currencies in currency validation
* Update changelog
|
2024-06-29 16:30:40 +02:00 |
|
Thomas Kaul
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8386fec98a
|
Feature/automatic deletion of unused asset profiles (#3525)
* Automatic deletion of unused asset profiles
* Update changelog
|
2024-06-29 10:53:25 +02:00 |
|
Thomas Kaul
|
76890e63fa
|
Bugfix/fix all time high in benchmarks (#3527)
* Fix all time high
* Update changelog
|
2024-06-29 10:03:45 +02:00 |
|
Thomas Kaul
|
ee086638f3
|
Feature/add benchmarks preset to admin control panel (#3513)
* Add benchmarks preset
* Update changelog
|
2024-06-26 20:18:53 +02:00 |
|
Thomas Kaul
|
58d1abbd38
|
Feature/clean up imports (#3514)
* Clean up imports
|
2024-06-25 19:52:07 +02:00 |
|
Eduardo Marinho
|
ff121243e4
|
Feature/extend asset profile for currency (#3495)
* Extend asset profile for currency
* Update changelog
|
2024-06-22 09:54:23 +02:00 |
|
Thomas Kaul
|
a201fc7a97
|
Feature/upgrade stripe dependencies 20240617 (#3499)
* Upgrade Stripe dependencies
* Update changelog
|
2024-06-18 20:37:02 +02:00 |
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Thomas Kaul
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519827045a
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Feature/add dialog for benchmarks in markets overview (#3493)
* Add benchmarks dialog in markets overview
* Update changelog
|
2024-06-15 09:49:54 +02:00 |
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Thomas Kaul
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bf20a5de82
|
Feature/improve date validation in activity endpoints (#3489)
* Improve date validation
* Update changelog
|
2024-06-14 03:40:47 +02:00 |
|
Eduardo Marinho
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873fd53715
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Feature/extend market data with currencies preset by activities count and date (#3460)
* Extend market data with currencies preset by activities count and date
* Update changelog
|
2024-06-12 20:28:55 +02:00 |
|
Thomas Kaul
|
cc92592d86
|
Feature/refactor personal finance tools section (#3478)
* Refactoring
|
2024-06-11 11:57:24 +02:00 |
|
Thomas Kaul
|
23e4d5454d
|
Feature/improve allocations by etf holding (#3467)
* Improve allocations by ETF holding
* Update changelog
|
2024-06-08 11:17:27 +02:00 |
|
Thomas Kaul
|
8a9ae9bb33
|
Feature/allocations by etf holding (#3464)
* Setup allocations by ETF holding
* Update changelog
|
2024-06-07 21:45:07 +02:00 |
|
Eduardo Marinho
|
1a0cb561cd
|
Feature/add ability to close user account (#3444)
* Add ability to close user account
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
2024-06-04 15:07:06 +02:00 |
|
Thomas Kaul
|
c009f8c12f
|
Feature/add data provider info to asset profile details dialog (#3434)
* Add data provider info to asset profile details dialog
* Update changelog
|
2024-06-01 10:55:42 +02:00 |
|
Thomas Kaul
|
b12ac1fe84
|
Feature/simplify module imports of api (#3443)
* Simplify module imports
|
2024-06-01 10:02:43 +02:00 |
|
Thomas Kaul
|
918d0b85d4
|
Feature/update passport dependencies (#3433)
* Update passport dependencies
* Refactor Google strategy
* Update changelog
|
2024-05-28 13:47:45 +02:00 |
|
Thomas Kaul
|
e31b4c64cb
|
Feature/refactor holding detail dialog to standalone (#3407)
* Refactor holding detail dialog to standalone
* Update changelog
|
2024-05-19 19:13:14 +03:00 |
|
Gerard Du Pre
|
8319b216bb
|
Feature/support delete activities with filtering (#3394)
* Support delete activities with filtering
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
2024-05-12 09:56:07 +02:00 |
|
Thomas Kaul
|
4ad4fa2b30
|
Feature/clean up deprecated GET api/portfolio/positions endpoint (#3373)
|
2024-05-08 20:04:32 +02:00 |
|
Thomas Kaul
|
f2cb671c7f
|
Feature/optimize get porfolio details endpoint (#3366)
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
|
2024-05-04 15:53:02 +02:00 |
|
Thomas Kaul
|
f3d961bc16
|
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
|
2024-05-04 14:11:37 +02:00 |
|
Thomas Kaul
|
77beaaba08
|
Refactoring portfolio service (#3365)
|
2024-05-03 21:48:46 +02:00 |
|
Thomas Kaul
|
0a53df4293
|
Feature/improve inactive user role (#3360)
* Improve inactive role
* Update changelog
|
2024-05-02 20:31:20 +02:00 |
|