Thomas Kaul
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
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* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
2024-03-30 13:06:42 +01:00
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
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* Upgrade @types/big.js to version 6.2.2
* Refactor imports
2024-03-25 08:34:30 +01:00
Thomas Kaul
87bf8df1c3
Bugfix/missing performance chart in presenter view ( #3181 )
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* Fix missing performance chart in presenter view
* Update changelog
2024-03-23 19:41:28 +01:00
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
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* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-03-16 14:20:58 +01:00
Thomas Kaul
7a364472c8
Bugfix/fix liability issue in allocations ( #3133 )
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* Remove liabilities from allocations calculation
* Update changelog
2024-03-11 20:16:56 +01:00
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
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* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
2024-03-09 19:56:26 +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
c37ad9bad4
Bugfix/fix activities import ( #3095 )
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* Fix query parameter handling of booleans
* Update changelog
2024-03-04 20:15:41 +01:00
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
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* Integrate (wealth) items into transaction point concept
* Update changelog
2024-03-02 14:29:03 +01:00
Thomas Kaul
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
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* Move break down of performance to general availability
* Update changelog
2024-02-25 19:12:30 +01:00
Thomas Kaul
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
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* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
2024-02-24 19:58:13 +01:00
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
2024-02-11 17:50:18 +01:00
Francisco Silva
3df8810412
Feature/Add support to grant private access with permissions ( #2870 )
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* Add support to grant private access with permissions
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-27 09:44:13 +01:00
Thomas Kaul
5fa3388609
Feature/break down performance into asset and currency ( #2863 )
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* Break down performance into asset and currency
* Nullify values
* Update changelog
2024-01-13 14:23:00 +01:00
underwater
7d68905f1b
Feature/use has permission annotation in endpoints ( #2771 )
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* Use HasPermission in endpoints
* Update changelog
2023-12-26 19:23:25 +01:00
Thomas Kaul
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
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* Extend performance endpoint by net worth per day
* Update changelog
2023-11-26 21:17:15 +01:00
Thomas Kaul
fa627f686f
Bugfix/fix chart for account excluded from analysis ( #2534 )
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* Fix chart for account excluded from analysis
* Update changelog
2023-10-24 20:13:57 +02:00
Thomas Kaul
8236091477
Feature/add support for search query in portfolio position endpoint ( #2443 )
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* Introduce search query filter
* Update changelog
2023-10-07 19:30:28 +02:00
Thomas Kaul
0f7c6ff0fe
Bugfix/fix asset class of cash position for empty account ( #2378 )
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* Fix assetClass and assetSubClass
* Update changelog
2023-09-23 19:52:28 +02:00
Thomas Kaul
bc33e5f147
Feature/remove deprecated environment variable base currency ( #2255 )
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* Remove the deprecated environment variable BASE_CURRENCY
* Update changelog
2023-09-08 20:43:23 +02:00
Thomas Kaul
622bb8b0cf
Feature/add allocations by market chart ( #2171 )
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* Add allocations by (advanced) market
* Fix public page
* Update changelog
2023-07-24 20:04:34 +02:00
Thomas Kaul
bdf72164b1
Feature/break down emergency fund by cash and assets ( #2159 )
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* Break down emergency fund in cash and assets
* Update changelog
2023-07-19 11:30:48 +02:00
Thomas Kaul
455a2d2e92
Refactor value to valueInBaseCurrency ( #2160 )
2023-07-18 21:29:08 +02:00
Thomas Kaul
7931e6950d
Feature/add support for liabilities ( #1789 )
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* Add support for liabilities
* Update changelog
2023-06-10 16:17:11 +02:00
Thomas Kaul
d630fb900d
Feature/add investment streaks ( #2042 )
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* Add investment streaks
* Current streak
* Longest streak
* Add unit to value component
* Update changelog
2023-06-04 09:35:58 +02:00
Thomas Kaul
15c96a9757
Feature/add allocations by platform chart ( #1915 )
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* Add allocations by platform
* Update changelog
2023-05-01 17:44:35 +02:00
Thomas Kaul
1ca3792a4b
Feature/clean up initial values from x ray ( #1914 )
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* Clean up initial (original) values from X-Ray
* Refactor current to valueInBaseCurrency
* Update changelog
2023-05-01 17:16:02 +02:00
Thomas Kaul
513a564e2c
Restructure services ( #1891 )
2023-04-23 12:02:01 +02:00
Thomas Kaul
261a0fb0b9
Refactor AuthInterceptor ( #1764 )
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* Refactor AuthInterceptor
* Refactor JwtStrategy
2023-03-04 10:13:04 +01:00
Thomas Kaul
6aae0cc1e4
Bugfix/fix issue with value in value redaction interceptor ( #1627 )
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* Fix issue with value in value redaction interceptor
* Fix format of world map
* Update changelog
2023-01-29 09:58:05 +01:00
Thomas Kaul
52b3ad6dc3
Feature/refactor value redaction interceptor ( #1624 )
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* Reuse redactAttributes()
* Update changelog
2023-01-21 11:46:56 +01:00
Thomas Kaul
271001f523
Feature/remove toggle on allocations page ( #1620 )
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* Rename allocationCurrent, remove allocationInvestment
* Update changelog
2023-01-21 09:52:58 +01:00
Thomas Kaul
b20fa55b79
Feature/add filters to analytics page ( #1559 )
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* Add filters to analysis page
* Update changelog
2022-12-29 10:31:21 +01:00
Thomas Kaul
66d5793528
Refactoring ( #1545 )
2022-12-27 10:05:26 +01:00
Thomas Kaul
e87b93f19c
Feature/add logo endpoint ( #1506 )
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* Add logo endpoint
* Update changelog
2022-12-12 20:13:45 +01:00
Thomas Kaul
49dcade964
Feature/add date of first activity to holdings ( #1505 )
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* Add date of first activity
* Update changelog
2022-12-11 10:19:35 +01:00
Thomas Kaul
3a78d6c3f1
Feature/add dividend timeline ( #1498 )
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* Add dividend timeline
* Update changelog
Co-Authored-By: João Pereira <joao@jpereira.me>
2022-12-10 11:54:49 +01:00
Thomas Kaul
43426c9b01
Feature/restructure portfolio page ( #1429 )
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* Restructure portfolio page
* Update changelog
2022-11-07 16:57:26 +01:00
Thomas Kaul
2a1339b61e
Feature/improve usage of premium indicator component ( #1421 )
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* Improve usage of premium indicator component
* Update changelog
2022-11-05 09:12:41 +01:00
Thomas Kaul
4c893c4dcc
Bugfix/fix public page ( #1408 )
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* Fix public page
* Update changelog
2022-10-31 20:25:42 +01:00
Thomas Kaul
47f84dab06
Remove postfix ( #1360 )
2022-10-16 09:41:41 +02:00
Thomas Kaul
a65424aafa
Feature/add total amount chart to investment timeline ( #1344 )
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* Add total amount chart
* Update changelog
2022-10-15 17:45:34 +02:00
Thomas Kaul
3fc2228f1d
Feature/switch to new performance calculation ( #1336 )
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* Switch to new performance calculation
* Update changelog
2022-10-08 13:20:52 +02:00
Thomas Kaul
c2df99072d
Feature/refactor filters ( #1299 )
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* Refactor filters
Co-Authored-By: Zakaria YAHI <9142557+ZakYahi@users.noreply.github.com>
2022-10-07 20:39:29 +02:00
Thomas Kaul
f01a3f893d
Exclude accounts ( #1289 )
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* Exclude accounts
* Update changelog
2022-09-25 18:02:46 +02:00
Thomas Kaul
7667af059c
Feature/combine performance and chart calculation ( #1285 )
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* Combine performance and chart calculation endpoints
* Update changelog
2022-09-24 13:12:40 +02:00
Thomas Kaul
d4c3a9d1e8
Feature/add percentage visualization of the current filter ( #1268 )
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* Add percentage visualization of the active filter
* Update changelog
2022-09-17 21:24:09 +02:00
Thomas Kaul
4f8fe83a16
Feature/clean up user database schema ( #1242 )
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* Clean up user database schema
* Update changelog
2022-09-10 16:11:49 +02:00
Thomas Kaul
3b2f13850c
Feature/improve chart calculation ( #1226 )
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* Improve chart calculation
* Update changelog
2022-09-03 21:41:06 +02:00
Thomas Kaul
0e29278e96
Feature/add alias to access ( #1193 )
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* Add alias to access
* Update changelog
2022-08-27 11:29:09 +02:00
