sudacode/ghostfolio
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283 Commits

Author SHA1 Message Date
Thomas Kaul
99655604d9
Feature/add support for coupon duration (#743) 
* Add support for coupon duration

* Update changelog
 2022-03-06 12:26:04 +01:00
Thomas Kaul
c216ab1d76
Eliminate data source from order model (#730) 
* Eliminate currency, data source and symbol from order model

* Remove prefix for symbols with data source GHOSTFOLIO

* Update changelog
 2022-03-05 11:07:27 +01:00
Thomas Kaul
86acbf06f4
Feature/add data provider errors to api response (#738) 
* Add data provider error details

* Update changelog
 2022-03-05 11:00:02 +01:00
Thomas Kaul
3de7d3f60e
Bugfix/improve account calculations (#737) 
* Improve account calculations

* Update changelog
 2022-03-04 21:31:31 +01:00
Thomas Kaul
5bb20f6d5f
Bugfix/fix undefined currencies after creating an activity (#731) 
* Fix issue with undefined currencies after creating an activity

* Update changelog
 2022-03-01 21:32:19 +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
c02bcd9bd8
Feature/migrate to yahoo finance2 (#722) 
* Migrate to yahoo-finance2

* Add support for mutual funds

* Add url to symbol profile

* Clean up
 2022-02-27 17:03:00 +01:00
Thomas Kaul
745ba978a3
Bugfix/fix zen mode (#723) 
* Fix Zen mode

* Update changelog
 2022-02-25 08:04:42 +01:00
gizmodus
a5771f601d
Improve calculation of overall performance percentage (#701) 
* Improve calculation of overall performance percentage

Co-authored-by: Reto Kaul <retokaul@sublimd.com>
 2022-02-20 16:39:43 +01:00
Thomas Kaul
4ec351369b
Bugfix/add fallback to default account in import (#709) 
* Add fallback to default account if account id is invalid

* Update changelog
 2022-02-19 18:51:16 +01:00
Thomas Kaul
baa6a3d0f0
Feature/restructure api modules (#706) 
* Restructure modules

* Update changelog
 2022-02-18 19:32:25 +01:00
Thomas Kaul
280030ae7f
Feature/add twitter bot for fear and greed index (#702) 
* Add twitter bot for fear and greed index

* Update changelog
 2022-02-16 21:17:11 +01:00
Thomas Kaul
809ee97f6f
Add tests (#693) 2022-02-14 18:50:47 +01:00
Thomas Kaul
fa66cd5bce
Feature/add countries and sectors to position detail dialog (#692) 
* Add asset and asset sub class

* Add countries and sectors to position detail dialog

* Update changelog
 2022-02-12 11:22:03 +01:00
Thomas Kaul
76f70598e2
Feature/add support for wealth items (#666) 
* Add support for wealth items

* Update changelog
 2022-02-10 09:39:10 +01:00
Thomas Kaul
86943a5f5b
Feature/harmonize big.js operators (#686) 
* Harmonize big.js operators

* Update changelog
 2022-02-09 09:36:54 +01:00
gizmodus
6eb4eae4a9
Feature/fix twr performance 2 (#684) 
* Fix TWR performance
* Weight holding period returns according to their investment value

Co-authored-by: Reto Kaul <retokaul@sublimd.com>
 2022-02-09 09:29:43 +01:00
Thomas Kaul
82069da4e2
Bugfix/fix user account creation (#682) 
* Fix the user account creation

* Update changelog
 2022-02-06 21:40:26 +01:00
gizmodus
9b5ec0c56d
Feature/fix twr performance (#679) 
* Fix TWR performance

Co-authored-by: Reto Kaul <retokaul@sublimd.com>
 2022-02-06 16:54:14 +01:00
Thomas Kaul
65bfe52db4
Feature/simplify admin user sign up (#675) 
* Simplify admin user sign up

* Update changelog
 2022-02-06 09:32:41 +01:00
Thomas Kaul
48b524de5a
Feature/add export functionality to position detail dialog (#672) 
* 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
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
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
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
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
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
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
07de8f87fc
Set market prices explicitly (#618) 
* Set market prices explicitly

* Set comments explicitly
 2022-01-07 08:09:12 +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
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
029b7bed9a
Bugfix/improve error handling in position api endpoint (#607) 
* Add guards

* Update changelog
 2021-12-31 22:00:58 +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
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
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
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
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
Thomas Kaul
3b9a8fabb5
Clean up (#574) 2021-12-24 18:42:30 +01:00