Thomas Kaul
fcc2ab1a48
Feature/change color assignment by annualized performance in treemap chart ( #3617 )
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* Change color assignment to annualized performance
* Update changelog
2024-07-31 19:18:50 +02:00
Thomas Kaul
e228b4925c
Feature/update notes of personal finance tools ( #3611 )
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* Update notes
2024-07-25 19:38:52 +02:00
Thomas Kaul
43fca7ff43
Feature/improve personal finance tools product page ( #3599 )
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* Localize origin
* Localize regions
* Localize tags
2024-07-23 20:59:23 +02:00
Thomas Kaul
3f6319e00b
Feature/setup catala ( #3593 )
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* Set up Català
* Update changelog
2024-07-20 17:13:44 +02:00
Thomas Kaul
ba78c2783d
Feature/improve numerical precision in holding detail dialog ( #3584 )
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* Improve numerical precision in holding detail dialog
* Update changelog
2024-07-20 11:17:36 +02:00
Thomas Kaul
43afb16808
Feature/introduce isUsedByUsersWithSubscription flag ( #3573 )
2024-07-16 20:51:49 +02:00
Thomas Kaul
9d6214e93a
Bugfix/fix fees calculation in portfolio summary ( #3567 )
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* Fix fees calculation
* Update changelog
2024-07-13 18:24:03 +02:00
Thomas Kaul
6eb9d9d973
Feature/extend personal finance tools 20240713 ( #3565 )
2024-07-13 11:40:29 +02:00
Thomas Kaul
9ecc3176a5
Feature/improve treemap chart for holdings ( #3563 )
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* Various improvements
* Introduce permission: accessHoldingsChart
* Improve style of toggle
* Add border radius
* Update changelog
2024-07-13 10:45:10 +02:00
Thomas Kaul
4063c62a17
Feature/setup treemap chart for holdings ( #3560 )
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* Setup treemap chart
* Update changelog
2024-07-12 21:02:12 +02:00
Thomas Kaul
4d3dff3e5b
Feature/extend personal finance tools 20240629 ( #3528 )
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* Add Anlage.App
* Add Portfoloo
* Add SharesMaster
* Add Merlin
* Add Holistic
* Add AlphaTrackr
* Add Segmio
2024-06-29 10:53:08 +02:00
Thomas Kaul
ee086638f3
Feature/add benchmarks preset to admin control panel ( #3513 )
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* Add benchmarks preset
* Update changelog
2024-06-26 20:18:53 +02:00
Thomas Kaul
c4499df74c
Feature/add wealthy tracker ( #3510 )
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* Add Wealthy Tracker
2024-06-23 10:22:35 +02:00
Eduardo Marinho
ff121243e4
Feature/extend asset profile for currency ( #3495 )
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* Extend asset profile for currency
* Update changelog
2024-06-22 09:54:23 +02:00
Thomas Kaul
6c2acf2aa6
Feature/set up ssl for local development ( #3482 )
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* Set up SSL for local development
* Update changelog
2024-06-15 10:53:20 +02:00
Thomas Kaul
519827045a
Feature/add dialog for benchmarks in markets overview ( #3493 )
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* Add benchmarks dialog in markets overview
* Update changelog
2024-06-15 09:49:54 +02:00
Thomas Kaul
bf20a5de82
Feature/improve date validation in activity endpoints ( #3489 )
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* Improve date validation
* Update changelog
2024-06-14 03:40:47 +02:00
Eduardo Marinho
873fd53715
Feature/extend market data with currencies preset by activities count and date ( #3460 )
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* Extend market data with currencies preset by activities count and date
* Update changelog
2024-06-12 20:28:55 +02:00
Thomas Kaul
cc92592d86
Feature/refactor personal finance tools section ( #3478 )
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* Refactoring
2024-06-11 11:57:24 +02:00
Thomas Kaul
23e4d5454d
Feature/improve allocations by etf holding ( #3467 )
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* Improve allocations by ETF holding
* Update changelog
2024-06-08 11:17:27 +02:00
Thomas Kaul
8a9ae9bb33
Feature/allocations by etf holding ( #3464 )
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* Setup allocations by ETF holding
* Update changelog
2024-06-07 21:45:07 +02:00
Eduardo Marinho
1a0cb561cd
Feature/add ability to close user account ( #3444 )
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* Add ability to close user account
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-06-04 15:07:06 +02:00
Thomas Kaul
c009f8c12f
Feature/add data provider info to asset profile details dialog ( #3434 )
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* Add data provider info to asset profile details dialog
* Update changelog
2024-06-01 10:55:42 +02:00
Eduardo Marinho
60ef46accf
Bugfix/fix state handling of currency selector component ( #2795 ) ( #3429 )
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* Fix state handling of currency selector component
* Update changelog
2024-06-01 10:53:02 +02:00
Thomas Kaul
b12ac1fe84
Feature/simplify module imports of api ( #3443 )
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* Simplify module imports
2024-06-01 10:02:43 +02:00
Thomas Kaul
2090db1199
Feature/increase number of attempts of queue jobs ( #3376 )
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* Increase number of attempts
* Update changelog
2024-05-07 20:48:02 +02:00
Thomas Kaul
f2cb671c7f
Feature/optimize get porfolio details endpoint ( #3366 )
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* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
2024-05-04 15:53:02 +02:00
Thomas Kaul
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
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* Set up caching
* Update changelog
2024-04-27 15:35:28 +02:00
Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
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* Change CASH to LIQUIDITY in asset class enum
* Update changelog
2024-04-23 18:55:37 +02:00
Thomas Kaul
39bd4a349b
Feature/improve chart in account detail dialog ( #3314 )
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* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
2024-04-21 17:11:53 +02:00
Bastien Jeannelle
dfacbed66d
Feature/add support to create account cash balances ( #3260 )
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* Add support to create account cash balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-04-20 11:00:00 +02:00
Thomas Kaul
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
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* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
2024-04-14 08:12:32 +02:00
Thomas Kaul
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
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* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
2024-04-13 11:07:18 +02:00
Thomas Kaul
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
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* Adapt priorities of data gathering jobs
* Update changelog
2024-04-13 09:28:14 +02:00
Thomas Kaul
51203ec96e
Feature/setup chinese ( #3220 )
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* Set up chinese
* Update changelog
2024-03-31 10:46:30 +02:00
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
5ffc39c32f
Feature/improve usability to delete asset profile ( #3208 )
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* Disable delete button for benchmarks
* Update changelog
2024-03-30 11:23:59 +01:00
Thomas Kaul
88a9b518f6
Bugfix/fix issue with overridden names in activities table ( #3200 )
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* Fix issue with overridden names
* Update changelog
2024-03-29 09:50:04 +01:00
Christoph Califice
0edebe30e1
Feature/Add user account currency to export ( #3194 )
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* Add user account currency to export
* Update changelog
2024-03-27 18:08:34 +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
7e28e42995
Feature/exclude fees from holdings ( #3160 )
2024-03-16 18:59:23 +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
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
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* Fix total dividend calculation
* Update changelog
2024-03-16 10:04:57 +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
bc8d8309d4
Improve handling of future liabilities ( #3118 )
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* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
2024-03-09 11:07:01 +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
Gerard Du Pre
77358eed65
Feature/Include user role in admin endpoint ( #3107 )
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* Include user role in admin endpoint
2024-03-07 19:38:57 +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
8a49a04324
Feature/improve usability of benchmarks in markets overview ( #3077 )
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* Improve icons, localize label
* Update changelog
2024-03-02 09:48:53 +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
