21 Commits

Author SHA1 Message Date
Thomas Kaul
109f0ebd70
Feature/move positions table to holdings section (#1042)
* Move positions table to holdings section

* Update changelog
2022-06-25 14:47:20 +02:00
Thomas Kaul
069ddcc6b2
Feature/add reusable premium indicator component (#1041)
* Add premium indicator component

* Update changelog
2022-06-25 12:38:15 +02:00
Thomas Kaul
dfa67b275c
Feature/improve filtering on allocations page (#900)
* Include cash positions on allocations page (with no filtering)

* Update changelog
2022-05-10 19:22:57 +02:00
Thomas Kaul
16dd8f7652
Feature/refactor filters with interface (#883)
* Refactor filtering with an interface

* Filter by accounts

* Update changelog
2022-05-07 11:44:29 +02:00
Thomas Kaul
b6cd007ad4
Release/1.143.0 (#871)
* Release 1.143.0
  * Improve filtering by tags
2022-04-26 22:31:53 +02:00
Thomas Kaul
bad9d17c44
Setup allocations page and endpoint (#859)
* Setup tagging system

* Update changelog
2022-04-24 16:23:03 +02:00
Thomas Kaul
957200854c
Feature/improve empty state of proportion chart (#811)
* Improve empty state

* Update changelog
2022-04-07 22:13:41 +02:00
Thomas Kaul
b4848be914
Feature/add developed vs emerging markets calculation (#767)
* Add allocations by market

* Update changelog
2022-03-26 13:11:30 +01:00
Thomas Kaul
b3e58d182a
Feature/add support for click in portfolio proportion chart (#729)
* Add support for click

* Update changelog
2022-02-28 21:35:52 +01:00
Thomas Kaul
dced06ebb5
Bugfix/improve allocations (#710)
* Fix allocations by account for non-unique account names

* Refactor calculations with big.js

* Update changelog
2022-02-19 18:41:12 +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
1397cd62a8
Feature/extend public page (#445)
* Extend public page

* Update changelog
2021-10-31 17:00:59 +01:00
Thomas Kaul
3ec4a73b35
Feature/improve tooltips (#403)
* Improve tooltips

* Update changelog
2021-10-02 20:38:41 +02:00
Thomas Kaul
9ed82ac82b
Feature/improve labels of allocation chart by symbol (#353)
* Improve labels

* Update changelog
2021-09-08 22:03:33 +02:00
Ivo Valchev
9c9ca4ab1e
Add labels to allocation piecharts (#337) 2021-09-08 21:31:34 +02:00
Thomas Kaul
747e5b63fa
Feature/restructure allocations page including allocations by symbol (#333)
* Restructure allocations page

* Update changelog
2021-09-03 23:20:30 +02:00
Ivo Valchev
b1187cf880
Add a new symbol allocation chart (#326)
* Add a new symbol allocation chart

* Update changelog

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-09-03 17:48:35 +02:00
Thomas Kaul
72c065a59d
Feature/introduce asset sub class (#312)
* Introduce asset sub class

* Update changelog
2021-08-22 22:19:10 +02:00
Thomas Kaul
7c91727eb1
Feature/restructure allocations page (#294)
* Restructure allocations page

* Update changelog
2021-08-15 09:55:46 +02:00
Thomas
80d043729d
Feature/replace type with asset class (#274)
* Improved the asset classification
  * Add assetClass to symbolProfile
  * Remove type from position

* Update changelog
2021-08-08 19:27:58 +02:00
Thomas
f743c03e17
Feature/restructure page hierarchy (#259)
* Introduce portfolio group, remove tools

* Extract allocations to separate page

* Update changelog
2021-08-07 07:12:40 +02:00