1823 Commits

Author SHA1 Message Date
Cédric Meuter
a5ed49fe4c
Feature/Add date range selector to assistant (#2905)
* Add date range selector including WTD and MTD to assistant

* Update changelog
2024-01-23 11:57:37 +01:00
Thomas Kaul
5c23ece62c
Feature/improve usability of benchmark management (#2904)
* Add icon

* Update changelog
2024-01-22 20:22:32 +01:00
Cédric Meuter
4e9e3f7b6b
Feature/Add wtd and mtd as possible values for date range (#2902)
* Add `wtd` and `mtd` as possible values for date range
  'wtd': week-to-date (from the start of the week)
  'mtd': month-to-date (from the start of the month)

* Update changelog
2024-01-21 16:51:30 +01:00
Thomas Kaul
f2803aecbc
Add guard (#2898) 2024-01-21 11:14:44 +01:00
Thomas Kaul
5ba5b86d5f
Feature/improve handling of derived currencies (#2891)
* Improve handling of derived currencies

* Update changelog
2024-01-21 11:12:48 +01:00
Thomas Kaul
6167f105fe
Refactoring (#2897) 2024-01-21 10:27:10 +01:00
Thomas Kaul
8d5f2fd91d
Fix fee conversion (#2896)
* Fix fee conversion

* Update changelog
2024-01-21 10:24:43 +01:00
Thomas Kaul
4ac661fb94
Feature/improve language localization for de 20240120 (#2894)
* Improve translations

* Update changelog
2024-01-21 10:16:18 +01:00
Thomas Kaul
e763bfb2e2
Feature/improve labels in portfolio evolution chart and investment timeline (#2892)
* Improve labels

* Update changelog
2024-01-20 09:15:05 +01:00
Thomas Kaul
0ee632470e
Improve typings (#2889) 2024-01-17 18:06:53 +01:00
Hugo Persson
c918deeb1c
Feature/Support for editing countries and sectors (#2854)
* Add support for editing countries and sectors

* Update changelog
2024-01-17 11:40:02 +01:00
Thomas Kaul
00895b7bb1
Feature/increase timeout to load historical data in data provider service (#2887)
* Increase timeout to load historical data

* Update changelog
2024-01-16 22:31:28 +01:00
Thomas Kaul
bff60ddbe0
Feature/improve asset profile validation in activities import for manual data source (#2886)
* Improve asset profile validation for MANUAL data source

* Update changelog
2024-01-16 21:21:51 +01:00
Thomas Kaul
7b45a8b3fc
Introduce type (#2885) 2024-01-16 19:42:39 +01:00
Thomas Kaul
693791d113
Feature/add validation of search results in eod historical data service (#2883)
* Validate currency

* Update changelog
2024-01-16 18:03:31 +01:00
TobiasXy
1b2d2a9860
Feature/Add holdings tab to account detail dialog (#2853) (#2864)
* Feature/Add holdings tab to account detail dialog (#2853)

* Update changelog
2024-01-15 20:35:45 +01:00
Thomas Kaul
74ca058364
Extend pricing page section (#2876) 2024-01-15 19:40:27 +01:00
Thomas Kaul
ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes (#2875)
* Always get quotes (with fallback to historical data)

* Update changelog
2024-01-15 19:02:00 +01:00
Thomas Kaul
440dc470fa
Bugfix/fix currency inconsistency with conversion of ZAR to ZAc (#2869)
* Fix conversion from ZAR to ZAc

* Update changelog
2024-01-14 17:22:03 +01:00
Thomas Kaul
165ca94f5b
Feature/improve alignment in portfolio performance component (#2867)
* Improve alignment

* Update changelog
2024-01-14 17:05:42 +01:00
Thomas Kaul
c418e75139
Bugfix/fix currency in error log in exchange rate data service (#2868)
* Fix currency

* Update changelog
2024-01-14 10:36:32 +01:00
Thomas Kaul
005890d785
Improve extractNumberFromString() for international number formats (#2843)
* Set up test

* Add support for international formatted numbers

* Expose locale in scraper configuration

* Update changelog
2024-01-13 16:17:38 +01:00
Thomas Kaul
256c020e88
Feature/improve indicator for delayed market data (#2862)
* Improve indicator for delayed market data

* Update changelog
2024-01-13 16:08:37 +01:00
Thomas Kaul
5fa3388609
Feature/break down performance into asset and currency (#2863)
* Break down performance into asset and currency

* Nullify values

* Update changelog
2024-01-13 14:23:00 +01:00
gizmodus
be801b481e
Feature/Add exchange rate effects to portfolio calculation (#2834)
* Add exchange rate effects to portfolio calculation

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-13 13:07:33 +01:00
Thomas Kaul
a72e98f73c
Add AllInvestView (#2861) 2024-01-13 13:06:18 +01:00
Thomas Kaul
edfdc0c346
Feature/improve chart size in asset profile details dialog (#2849)
* Improve chart size

* Update changelog
2024-01-11 18:55:52 +01:00
Thomas Kaul
a47829082e
Bugfix/fix hidden fifth tab on mobile (#2848)
* Fix hidden fifth tab

* Update changelog
2024-01-09 08:28:01 +01:00
Thomas Kaul
dc8b60eeb1
Rename "Jobs" to "Job Queue" (#2847) 2024-01-08 20:21:13 +01:00
Thomas Kaul
7755a6b655
Update translations (#2841) 2024-01-07 17:13:19 +01:00
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector (#2838)
* Extend assistant by tag selector

* Update changelog
2024-01-07 16:56:25 +01:00
Thomas Kaul
2a4d7bf14f
Feature/improve language localization for de 20240106 (#2837)
* Update translations

* Update changelog
2024-01-07 16:52:02 +01:00
Thomas Kaul
d49287922f
Feature/refresh cryptocurrencies list 20240106 (#2835)
* Update cryptocurrencies.json

* Update changelog
2024-01-06 19:29:03 +01:00
Thomas Kaul
ac0f6f40cf
Remove closing tags (#2816) 2024-01-06 19:28:35 +01:00
Tanguy Herbron
d91f947ab0
Feature/Add Coingecko api keys support (#2827)
* Add CoinGecko API keys support

* Update changelog
2024-01-06 19:06:07 +01:00
Francisco Silva
62f85293e2
#2820 Grant private access (#2822)
* Grant private access

* Update changelog
2024-01-06 10:27:21 +01:00
Thomas Kaul
6a048cee85
Feature/add hint for twr to portfolio summary (#2824)
* Add hint for TWR

* Add TWR to README.md

* Update changelog
2024-01-06 09:31:59 +01:00
Thomas Kaul
0d93612d16
Feature/improve style of assistant (#2828)
* Minor style improvements

* Update changelog
2024-01-06 09:14:48 +01:00
Hugo Persson
371f1dc451
Feature/support rest api in scraper (#2810)
* Support REST APIs in scraper

* Update changelog
2024-01-03 21:59:45 +01:00
Thomas Kaul
5cb2ec6411
Feature/Improve user interface of access table (#2821)
* Improve alignment

* Update changelog
2024-01-03 21:08:35 +01:00
Thomas Kaul
4c30e9459d
Feature/extend assistant by date range selector (#2815)
* Extend assistant by date range selector

* Update changelog
2024-01-02 17:02:15 +01:00
Thomas Kaul
23d323073d
Fix performance percentage for 1d (#2814)
* Fix performance percentage for 1d

* Improve response of positions endpoint

* Update changelog
2024-01-02 14:10:08 +01:00
Thomas Kaul
0ad734262a
Bugfix/improve tabs on ios (#2811)
* Improve tabs on iOS (Add to Home Screen)

* Update changelog
2024-01-02 10:06:13 +01:00
Thomas Kaul
0649f9fd2c
Clean up (#2787) 2024-01-02 10:05:31 +01:00
Thomas Kaul
d089662dab
Feature/improve the style of the top 3 and bottom 3 performers (#2807)
* Refactor to ordered list

* Update changelog
2024-01-02 09:44:15 +01:00
Thomas Kaul
43b4f14ace
Feature/add button to test scraper configuration (#2808)
* Add button to test scraper configuration

* Update changelog

---------

Co-authored-by: Manushreshta B L <manushreshta27@gmail.com>
Co-authored-by: Hugo Persson <hugo.e.persson@gmail.com>
2024-01-01 11:53:42 +01:00
gizmodus
726e727c7d
Feature/benchmark currency correction (#2790)
* Convert benchmark performance to base currency

* Introduce getExchangeRates() for multiple dates

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2023-12-31 13:28:11 +01:00
Thomas Kaul
cb664774c0
Update translations (#2798)
* Update translations
2023-12-31 10:33:12 +01:00
Thomas Kaul
b89bf1d5e8
Feature/increase timeout to load currencies (#2800)
* Increase timeout

* Update changelog
2023-12-31 10:23:56 +01:00
Thomas Kaul
53ce37a83a
Update OSS friends (#2799) 2023-12-31 10:23:13 +01:00