782 Commits

Author SHA1 Message Date
Thomas Kaul
f369996912
Bugfix/fix symbol selection of 7d data gathering (#670)
* Fix symbol selection of 7d data gathering

* Update changelog
2022-02-03 20:58:59 +01:00
Thomas Kaul
dc424a86ec
Feature/support deleting symbol profile data (#669)
* Add support for deleting symbol profile data

* Update changelog
2022-02-03 20:56:39 +01:00
Thomas Kaul
5d8bde5a70
Feature/access data source and symbol from symbol profile (#668)
* Access dataSource and symbol from SymbolProfile

* Update changelog
2022-02-03 19:21:55 +01:00
Thomas Kaul
16360c0c67
Feature/minor code cleanup (#667)
* Sort imports

* Update changelog
2022-02-02 22:06:34 +01:00
Thomas Kaul
161cb82820
Bugfix/fix data source of fear and greed index (#663)
* Encode data source

* Update changelog
2022-02-02 20:07:33 +01:00
Thomas Kaul
8bd9330acc
Feature/improve usability of create or edit transaction dialog (#661)
* Move the fee to the bottom

* Update changelog
2022-02-01 20:35:44 +01:00
Thomas Kaul
155c08d665
Transform data source (#658)
* Transform data source

* Update changelog
2022-02-01 20:35:25 +01:00
Thomas Kaul
b8ad6d6662
Feature/improve import (#657)
* 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)
* 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)
* 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)
* 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)
* 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)
* 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)
* Add feature toggle for new calculation engine

* Update changelog
2022-01-24 21:38:59 +01:00
gizmodus
f15b33e950
Portfolio calculator rework (#632)
* 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)
* 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)
* 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)
* Improve logout

* Update changelog
2022-01-22 09:38:01 +01:00
Thomas Kaul
38f2930ec6
Feature/improve data provider service (#637)
* 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)
* 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)
* 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)
* 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)
* Fix currency

* Update changelog
2022-01-13 20:25:21 +01:00
Thomas Kaul
d6b78f3457
Feature/add links to statistics section (#626)
* 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)
* 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)
* 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)
* 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)
* 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)
* Exclude shared portfolios

* Update changelog
2022-01-08 09:37:54 +01:00
Thomas Kaul
07de8f87fc
Set market prices explicitly (#618)
* 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)
* Add blog post

* Update changelog
2022-01-05 20:22:59 +01:00
Thomas Kaul
69c9e259b1
Bugfix/fix routing of create activity dialog (#615)
* 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)
* 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)
* 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)
* Fix mapping for Russia

* Update changelog
2022-01-01 13:55:53 +01:00
Thomas Kaul
e54638a684
Feature/improve analysis page (#609)
* 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)
* 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)
* Add guards

* Update changelog
2021-12-31 22:00:58 +01:00
Thomas Kaul
635f10e2d0
Bugfix/hide data provider warning while loading (#605)
* Hide data provider warning while loading

* Update changelog
2021-12-31 10:21:41 +01:00
Thomas Kaul
cebf879d67
Feature/refactor demo user (#604)
* 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)
* 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)
* 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)
* 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)
* 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)
* 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)
* 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)
* Fix scrolling in position detail dialog on mobile

* Update changelog
2021-12-29 10:51:11 +01:00
Thomas Kaul
9e1a7fc981
Feature/dividend (#547)
* 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)
* 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)
* 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