Thomas Kaul
9ae9904389
Feature/add story for line chart component ( #385 )
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* Add story for line chart component
* Update changelog
2021-09-20 21:44:47 +02:00
Thomas Kaul
af022ae316
Feature/add story for portfolio proportion chart component ( #384 )
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* Add story
* Use new component
* Update changelog
2021-09-20 20:45:58 +02:00
Thomas Kaul
39f315aba0
Feature/add annualized performance ( #364 )
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* Add annualized performance
* Update changelog
2021-09-11 20:16:53 +02:00
Thomas Kaul
5d4156ecec
Feature/refactor position detail dialog ( #355 )
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* Add name to portfolio position endpoint
* Update changelog
2021-09-11 11:23:47 +02:00
Thomas Kaul
9ed82ac82b
Feature/improve labels of allocation chart by symbol ( #353 )
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* 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
9cbf789c22
Bugfix/fix values in position detail dialog ( #351 )
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* Nullify netPerformance
* Introduce precision
* Update changelog
2021-09-07 22:11:38 +02:00
Valentin Zickner
48ab862bb6
net performance for current positions ( #330 )
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* implement fees for transaction points #324
* add net performance to current positions #324
* add net performance to calculate timeline #324
* make timeline fee accumulated by default #324
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-09-05 21:21:22 +02:00
Thomas Kaul
ba234a470e
Feature/add storybook story for trend indicator component ( #346 )
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* Add storybook story for trend indicator component
* Update changelog
2021-09-05 08:49:06 +02:00
Thomas Kaul
ccae660104
Feature/add storybook story for no transactions info component ( #345 )
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* Add storybook story for no transactions info component
* Update changelog
2021-09-05 08:34:02 +02:00
Thomas Kaul
21ed91d184
Feature/add storybook story for logo component ( #344 )
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* Add storybook story for logo component
* Update changelog
2021-09-05 08:03:32 +02:00
Thomas Kaul
5fd413e57e
Feature/setup storybook ( #332 )
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* Setup ui library with storybook
* Add value component with story
* Update changelog
2021-09-04 22:12:54 +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
Ivo Valchev
01feead017
Show decimal transactionCount
and singular for 1 transaction ( #327 )
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* Show decimal `transactionCount` and singular for 1 transaction
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-09-02 20:47:27 +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
05b0efef82
Feature/add restricted view ( #295 )
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* Add restricted view
* Update changelog
2021-08-16 21:40:29 +02:00
Thomas Kaul
0ee2258af8
Feature/improve impersonation mode ( #293 )
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* Improve the impersonation mode
* Update changelog
2021-08-14 19:15:26 +02:00
Thomas
13090bf6b5
Feature/add overview menu item on mobile ( #290 )
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* Add overview menu item
* Update changelog
2021-08-14 11:09:53 +02:00
Thomas
98f44323da
Feature/improve usability of tabs on home page ( #283 )
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* Improve usability: lazy load endpoints on tab change
* Feature/improve portfolio summary (#285 )
* Update changelog
2021-08-13 19:26:48 +02:00
Thomas
0a85a56c67
Respect cash balance in allocations, do not hide cryptocurrency holdings ( #280 )
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* Respect cash balance in allocations, do not hide cryptocurrency holdings
* Update changelog
2021-08-09 21:26:41 +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
178166d86b
Extend investment chart by three months ( #273 )
2021-08-08 19:25:38 +02:00
Thomas
e88b889fdd
Feature/optimize accounts table for mobile ( #271 )
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* Optimize accounts table
* Update changelog
2021-08-08 09:24:47 +02:00
Thomas
bb76ace95d
Feature/improve support for draft transactions ( #265 )
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* Improve support for draft transactions
* Update changelog
2021-08-07 20:52:55 +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
Valentin Zickner
218efbb5bd
fix position diagram for sold items ( #261 )
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* fix position diagram for sold items
* Add missing data to position from the past
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-08-07 07:03:35 +02:00
Valentin Zickner
bf256ae50c
fix position currency conversion ( #256 )
...
Co-authored-by: Valentin Zickner <github@zickner.ch>
2021-08-05 22:36:18 +02:00
Thomas
4bd41ffa41
Feature/eliminate name from timeline position ( #245 )
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* Eliminate name from timeline position: Get the name from the symbolProfileService instead
* Update changelog
2021-08-01 20:43:12 +02:00
Thomas
423ceec317
Feature/remove symbol icon from dialog header ( #244 )
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* Remove symbol icon from dialog header
* Clean up code
2021-08-01 17:26:39 +02:00
Thomas
823501f43e
Sort imports ( #242 )
2021-08-01 09:41:44 +02:00
Valentin Zickner
71a3115fc6
refactor get position endpoint
...
Co-authored-by: Thomas <dotsilver@gmail.com>
2021-08-01 00:55:10 +02:00
Valentin Zickner
de83dc7b84
create investment endpoint for analysis timeline
...
Co-authored-by: Thomas <dotsilver@gmail.com>
2021-08-01 00:55:10 +02:00
Thomas
ff15d5cbc4
Rename performance labels
2021-08-01 00:55:10 +02:00
Thomas
3c4949de35
Hide net performance
2021-08-01 00:55:10 +02:00
Thomas
cbdb68e2f8
Refactoring
2021-08-01 00:55:10 +02:00
Thomas
1226c26a9d
Refactor positions
2021-08-01 00:55:10 +02:00
Thomas
b4dc21dd61
Implement new positions endpoint
2021-08-01 00:55:10 +02:00
Thomas
80ba112bc0
Feature/change menu icon if menu open ( #231 )
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* Change menu icon
* Update changelog
2021-07-26 21:06:10 +02:00
Thomas
be8d60968d
Feature/improve active menu button style ( #227 )
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* Improve text decoration style
* Update changelog
2021-07-24 13:04:37 +02:00
Thomas
9072cbdba1
Feature/add no transactions info on zen page ( #222 )
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* Add no transactions info to zen page
* Update changelog
2021-07-18 17:34:28 +02:00
Thomas
94d56f553f
Bugfix/fix chart on landing page ( #219 )
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* Fix chart on landing page
* Update changelog
2021-07-17 20:48:08 +02:00
Thomas
e4d325daab
Feature/various style improvements ( #214 )
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* Improve styles
* Update changelog
2021-07-15 18:10:18 +02:00
Thomas
c7b7efae3b
Feature/import transactions ( #212 )
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* Implement import transactions functionality
* Update changelog
2021-07-14 20:54:05 +02:00
Thomas
ecfe694f0b
Feature/export transactions ( #209 )
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* Export functionality for transactions
* Update changelog
2021-07-11 17:05:58 +02:00
Thomas
f22991b090
Feature/respect cash balance in analysis ( #203 )
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* Respect cash balance in in analysis
* Update changelog
2021-07-10 14:57:03 +02:00
Thomas
1135a5b335
Fix rendering of currency and platform in dialogs and clean up observables ( #202 )
2021-07-08 21:28:28 +02:00
Thomas
2c19d8c8e7
Feature/add balance to account ( #193 )
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* Add balance attribute and calculate total balance
* Update changelog
2021-07-07 21:23:36 +02:00
Thomas
fbe590ddb9
Feature/upgrade angular material css vars to 2.0.0 ( #200 )
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* Upgrade angular-material-css-vars
* Update changelog
2021-07-05 21:53:30 +02:00
Thomas
92d321a001
Drafts for orders ( #187 )
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* Render the future with a dashed border
* Update changelog
2021-07-03 11:32:03 +02:00