Thomas Kaul
8bd9330acc
Feature/improve usability of create or edit transaction dialog ( #661 )
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* Move the fee to the bottom
* Update changelog
2022-02-01 20:35:44 +01:00
Thomas Kaul
155c08d665
Transform data source ( #658 )
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* Transform data source
* Update changelog
2022-02-01 20:35:25 +01:00
Thomas Kaul
b8ad6d6662
Feature/improve import ( #657 )
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* Improve import
* Update changelog
Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>
2022-02-01 19:12:00 +01:00
Thomas Kaul
9d6977e3f7
Feature/support cryptocurrency mina protocol ( #659 )
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* Support Mina Protocol (MINA-USD)
* Update changelog
2022-02-01 10:58:34 +01:00
Ronald Konjer
919b20197f
import csv with account name or id ( #654 )
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* import csv with account id
2022-01-29 17:27:33 +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
65e151151b
Feature/increase fear and greed index to 90 days ( #652 )
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* Increase fear and greed index to 90 days
* Update changelog
2022-01-27 21:01:38 +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
bcb7f5f522
Feature/add feature toggle for new calculation engine ( #649 )
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* Add feature toggle for new calculation engine
* Update changelog
2022-01-24 21:38:59 +01:00
gizmodus
f15b33e950
Portfolio calculator rework ( #632 )
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* Portfolio calculator rework
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
2022-01-24 20:35:13 +01:00
Thomas Kaul
9c086edffe
Feature/extend historical data view in admin control ( #646 )
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* Extend market data view
* Update changelog
2022-01-23 17:02:12 +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
9d907b5eb5
Bugfix/improve the redirection on logout ( #642 )
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* Improve logout
* Update changelog
2022-01-22 09:38:01 +01:00
Thomas Kaul
38f2930ec6
Feature/improve data provider service ( #637 )
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* Improve data provider service
* Update changelog
2022-01-20 21:34:23 +01:00
Thomas Kaul
556be61fff
Bugfix/fix unresolved account names in reports ( #636 )
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* Fix unresolved account names
* Update changelog
2022-01-19 21:28:15 +01:00
Thomas Kaul
0a8d159f78
Bugfix/fix missing symbol profile data connection in import ( #630 )
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* Fix missing symbol profile data connection in import
* Update changelog
2022-01-16 15:31:56 +01:00
Thomas Kaul
1a4109ebaa
Bugfix/fix fallback to load currencies directly from data provider ( #629 )
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* Fix fallback
* Update changelog
2022-01-16 13:46:00 +01:00
Thomas Kaul
e344c43a5a
Bugfix/fix currency of value in position detail dialog ( #627 )
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* Fix currency
* Update changelog
2022-01-13 20:25:21 +01:00
Thomas Kaul
d6b78f3457
Feature/add links to statistics section ( #626 )
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* Add links and clean up style
* Update changelog
2022-01-13 19:07:23 +01:00
Thomas Kaul
d3707bbb87
Bugfix/fix preselected default account in create activity dialog ( #624 )
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* Fix preselected default account
* Update changelog
2022-01-11 19:50:22 +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
075431d868
Feature/add google sheets as data source ( #620 )
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* Add google sheets as data source
* Update changelog
2022-01-08 18:19:25 +01:00
Thomas Kaul
0168c1c4e8
Feature/exclude url pattern of shared portfolios in robots.txt ( #619 )
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* Exclude shared portfolios
* Update changelog
2022-01-08 09:37:54 +01:00
Thomas Kaul
07de8f87fc
Set market prices explicitly ( #618 )
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* Set market prices explicitly
* Set comments explicitly
2022-01-07 08:09:12 +01:00
Thomas Kaul
5882b7914d
Feature/add first months in open source blog post ( #616 )
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* Add blog post
* Update changelog
2022-01-05 20:22:59 +01:00
Thomas Kaul
69c9e259b1
Bugfix/fix routing of create activity dialog ( #615 )
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* Fix routing of create activity dialog
* Update changelog
2022-01-03 21:31:55 +01:00
Thomas Kaul
aca37a27f9
Feature/add top performers to analysis page ( #613 )
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* Add Top 3 / Bottom 3 performers
* Update changelog
2022-01-02 13:29:45 +01:00
Thomas Kaul
9ac67b0af2
Feature/expose profile data gathering by symbol endpoint ( #611 )
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* Expose profile data gathering by symbol endpoint
* Update changelog
2022-01-01 16:18:18 +01:00
Thomas Kaul
1e526852a7
Bugfix/fix mapping for russia in trackinsight data enhancer ( #610 )
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* Fix mapping for Russia
* Update changelog
2022-01-01 13:55:53 +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
0179823ad9
Feature/restructure about page ( #608 )
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* Restructure about page: introduce pages for blog and changelog
* Update changelog
2022-01-01 10:10:37 +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
635f10e2d0
Bugfix/hide data provider warning while loading ( #605 )
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* Hide data provider warning while loading
* Update changelog
2021-12-31 10:21:41 +01:00
Thomas Kaul
cebf879d67
Feature/refactor demo user ( #604 )
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* Refactor demo user id
* Update changelog
2021-12-31 09:52:03 +01:00
Thomas Kaul
124bdc028d
Bugfix/fix reload of position detail dialog ( #603 )
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* Fix reload of position detail dialog
* Update changelog
2021-12-31 09:51:30 +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
b291d9e031
Feature/refactor transactions to activities table ( #600 )
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* Refactor transactions to activities table with attributes and routes
* Update changelog
2021-12-30 18:56:51 +01:00
Thomas Kaul
6dcd801d05
Feature/extend statistics section with users in slack community ( #596 )
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* Extend statistics with users in Slack community
* Update changelog
2021-12-29 18:38:55 +01:00
Thomas Kaul
77065dac50
Feature/add date range selector to holdings tab ( #595 )
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* Add date range selector to holdings tab
* Update changelog
2021-12-29 18:14:24 +01:00
Thomas Kaul
438484879d
Bugfix/fix creation of historical data ( #594 )
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* Fix creation of historical data (upsert instead of update)
* Update changelog
2021-12-29 17:03:37 +01:00
Thomas Kaul
e37a650c70
Bugfix/fix scrolling issue in position detail dialog on mobile ( #593 )
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* Fix scrolling in position detail dialog on mobile
* Update changelog
2021-12-29 10:51:11 +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
db1d474ddf
Feature/more discreet data provider warning ( #589 )
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* Upgrade http-status-codes to version 2.2.0
* Make the data provider warning more discreet
* Update changelog
2021-12-27 12:14:41 +01:00
Thomas Kaul
ee397c8047
Bugfix/fix file type detection for import ( #587 )
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* Fix file type detection ("application/vnd.ms-excel" instead of "text/csv")
* Update changelog
2021-12-26 20:54:53 +01:00
Thomas Kaul
9d3610331a
Add guard ( #582 )
2021-12-26 10:07:51 +01:00
Thomas Kaul
0043b44670
Feature/improve data gathering for currencies ( #581 )
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* Improve data gathering for currencies, add warning if it fails
* Update changelog
2021-12-26 09:15:10 +01:00
Thomas Kaul
bbc4e64cb4
Bugfix/filter currencies with null value ( #579 )
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* Filter currencies with null value
* Update changelog
2021-12-25 17:08:56 +01:00
Thomas Kaul
8f583709ef
Feature/add support for cosmos and polkadot ( #577 )
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* Add support for cryptocurrencies ATOM and DOT
* Update changelog
2021-12-25 14:23:07 +01:00
