Thomas Kaul
957200854c
Feature/improve empty state of proportion chart ( #811 )
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* Improve empty state
* Update changelog
2022-04-07 22:13:41 +02:00
Thomas Kaul
b4848be914
Feature/add developed vs emerging markets calculation ( #767 )
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* 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 )
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* Add support for click
* Update changelog
2022-02-28 21:35:52 +01:00
Thomas Kaul
dced06ebb5
Bugfix/improve allocations ( #710 )
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* 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
bed3e5aae2
Bugfix/fix horizontal overflow in activities table ( #676 )
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* Fix horizontal overflow in tables
* Update changelog
2022-02-06 15:45:39 +01:00
Thomas Kaul
48b524de5a
Feature/add export functionality to position detail dialog ( #672 )
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* Add export functionality to the position detail dialog
* Respect filters in activities export
* Update changelog
2022-02-05 20:26:10 +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
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
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
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
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
54bbc8446b
Feature/prettify scraper symbol in chart ( #448 )
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* Prettify scraper symbol in chart
* Update changelog
2021-11-01 20:29:16 +01:00
Thomas Kaul
4ab6a1a071
Feature/harmonize page layouts ( #417 )
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* Harmonize page layouts
* Update changelog
2021-10-13 11:51:33 +02:00
Thomas Kaul
3ec4a73b35
Feature/improve tooltips ( #403 )
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* Improve tooltips
* Update changelog
2021-10-02 20:38:41 +02:00
Thomas Kaul
747e5b63fa
Feature/restructure allocations page including allocations by symbol ( #333 )
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* Restructure allocations page
* Update changelog
2021-09-03 23:20:30 +02:00
Ivo Valchev
b1187cf880
Add a new symbol allocation chart ( #326 )
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* 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 )
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* Introduce asset sub class
* Update changelog
2021-08-22 22:19:10 +02:00
Thomas Kaul
2083d28d02
Feature/minor improvements in the page components ( #310 )
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* Move permissions to constructor
* Sort imports
2021-08-22 10:25:34 +02:00
Thomas Kaul
aad8f77093
Feature/improve allocations by account ( #308 )
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* Improve allocations by account
* Eliminate accounts from PortfolioPosition
* Ignore cash assets in the allocation chart by sector, continent and country
* Add missing accounts to portfolio details
* Update changelog
2021-08-21 15:03:55 +02:00
Thomas
80d043729d
Feature/replace type with asset class ( #274 )
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* 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 )
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* Introduce portfolio group, remove tools
* Extract allocations to separate page
* Update changelog
2021-08-07 07:12:40 +02:00
