321 Commits

Author SHA1 Message Date
Thomas Kaul
893e76f83f
Feature/provide data provider info in search (#2958)
* Provide data provider info in search

* Update changelog
2024-02-05 19:55:39 +01:00
Thomas Kaul
c9237146e2
Feature/add investment value to chart (#2948)
* Add investment value to chart

* Update changelog
2024-02-03 09:23:19 +01:00
Thomas Kaul
f3ee99fb2b
Feature/extend assistant by account selector (#2929)
* Add account selector to assistant

* Update changelog
2024-01-27 10:48:46 +01:00
Francisco Silva
3df8810412
Feature/Add support to grant private access with permissions (#2870)
* Add support to grant private access with permissions

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-27 09:44:13 +01:00
Thomas Kaul
8f5f4c5875
Feature/format name in eod historical data service (#2922)
* Format name

* Update changelog
2024-01-26 22:37:47 +01:00
Cédric Meuter
4e9e3f7b6b
Feature/Add wtd and mtd as possible values for date range (#2902)
* Add `wtd` and `mtd` as possible values for date range
  'wtd': week-to-date (from the start of the week)
  'mtd': month-to-date (from the start of the month)

* Update changelog
2024-01-21 16:51:30 +01:00
Thomas Kaul
5ba5b86d5f
Feature/improve handling of derived currencies (#2891)
* Improve handling of derived currencies

* Update changelog
2024-01-21 11:12:48 +01:00
Thomas Kaul
7b45a8b3fc
Introduce type (#2885) 2024-01-16 19:42:39 +01:00
Thomas Kaul
005890d785
Improve extractNumberFromString() for international number formats (#2843)
* Set up test

* Add support for international formatted numbers

* Expose locale in scraper configuration

* Update changelog
2024-01-13 16:17:38 +01:00
gizmodus
be801b481e
Feature/Add exchange rate effects to portfolio calculation (#2834)
* Add exchange rate effects to portfolio calculation

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-13 13:07:33 +01:00
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector (#2838)
* Extend assistant by tag selector

* Update changelog
2024-01-07 16:56:25 +01:00
Thomas Kaul
af71274ea9
Feature/remove account type enum (#2832)
* Remove AccountType enum

* Update changelog
2024-01-06 14:19:42 +01:00
Francisco Silva
62f85293e2
#2820 Grant private access (#2822)
* Grant private access

* Update changelog
2024-01-06 10:27:21 +01:00
Thomas Kaul
e465f1b791
Feature/add support to edit currency of asset profile with data source manual (#2789)
* Add support to edit currency

* Update changelog
2023-12-29 19:55:51 +01:00
miles
34b02210df
Feature/expose the environment variable REQUEST_TIMEOUT (#2792)
* Expose the environment variable `REQUEST_TIMEOUT`

* Update changelog
2023-12-29 17:29:33 +01:00
gizmodus
b183c45027
Time weighted portfolio performance calculation (#2778)
* Implement time weighted portfolio performance calculation

* Update changelog
2023-12-27 15:55:35 +01:00
Thomas Kaul
beb9e2c43f
Feature/modernize nx executors (#2767)
* Modernize Nx executors

* @nx/eslint:lint
* @nx/webpack:webpack

* Update changelog
2023-12-21 11:44:36 +01:00
Thomas Kaul
ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview (#2740)
* Highlight all time high

* Update changelog
2023-12-11 19:45:30 +01:00
Thomas Kaul
377ba75e4c
Add support to delete a cash balance (#2707) 2023-12-02 17:17:25 +01:00
Thomas Kaul
2b491dc732
Extend performance endpoint by net worth per day (#2574)
* Extend performance endpoint by net worth per day

* Update changelog
2023-11-26 21:17:15 +01:00
Thomas Kaul
bdfba4d509
Upgrade to Nx 17.1 (#2635)
* Upgrade to Nx 17

* Run migrations

* Extend instructions

* Update changelog
2023-11-25 12:31:45 +01:00
Thomas Kaul
f28b13604a
Add as const (#2677) 2023-11-21 20:12:59 +01:00
Thomas Kaul
1586cd3a59
Feature/change twitter to x (#2654)
* Change Twitter to X

* Update changelog
2023-11-15 21:20:51 +01:00
Aldrin
aa72287d54
Extend benchmarks in the markets overview by 50-Day and 200-Day trends (#2575)
* Extend benchmarks in the markets overview by 50-Day and 200-Day trends

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-11-15 20:25:16 +01:00
Thomas Kaul
1ffde2a27e
Feature/setup polish (#2650)
* Set up polski

* Update changelog
2023-11-13 20:35:15 +01:00
Thomas Kaul
12aac101bd
Feature/extend system message (#2628)
* Extend system message

* Update changelog
2023-11-09 19:23:36 +01:00
Thomas Kaul
6284b4dfe8
Feature/improve localization of fear and greed index (#2612)
* Improve localization

* Update changelog
2023-11-06 13:07:53 +01:00
Thomas Kaul
e980aed9e7
Reorder functions (#2594) 2023-11-05 08:50:43 +01:00
Thomas Kaul
5272407af8
Feature/extend personal finance tools pages 20231104 (#2587)
* Introduce alias

* Add Rocket Money

* Add 8FIGURES
2023-11-04 10:17:17 +01:00
Thomas Kaul
e69c7a753c
Feature/add edit exchange rate button to admin control (#2577)
* Ad edit button

* Update changelog
2023-11-02 19:35:03 +01:00
Aldrin
96b5dcfaf8
Create reusable currency selector component using mat-autocomplete (#2487)
* Create reusable currency selector component using mat-autocomplete

* Update changelog
2023-10-23 20:30:05 +02:00
Thomas Kaul
4e7b7375a9
Feature/setup open figi (#2526)
* Setup OpenFIGI

* Update changelog
2023-10-21 18:12:50 +02:00
Thomas Kaul
30e561c06f
Feature/extend assistant with search for asset profile (#2499)
* Extend assistant with search for asset profile

* Extend search results by currency, symbol and asset sub class

* Update changelog
2023-10-16 21:54:36 +02:00
Pavol Kolcun
7ae49eb839
Add endpoint for account balances (#2484)
* Add endpoint for account balances

* Update changelog

---------

Co-authored-by: Pavol Kolcun <pavol.kolcun@student.tuke.sk>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-15 17:09:47 +02:00
Kevin
6c66033eb4
Add date to markets overview by benchmarks (#2436)
* Add date

* Update changelog
2023-10-10 17:31:53 +02:00
Thomas Kaul
550e646079
Feature/introduce assistant (#2451)
* Introduce assistant

* Update changelog
2023-10-08 20:32:00 +02:00
Kevin
37ff7acf04
Change platform control from select to autocomplete in account dialog (#2429)
* Change platform control from select to autocomplete in account dialog

* Update changelog
2023-10-08 19:17:55 +02:00
Thomas Kaul
8236091477
Feature/add support for search query in portfolio position endpoint (#2443)
* Introduce search query filter

* Update changelog
2023-10-07 19:30:28 +02:00
Siddharth Singh
d9a6c22e1e
Add application version to admin endpoint (#2423)
* Add application version to admin endpoint

* Update changelog
2023-10-04 16:15:08 +02:00
Thomas Kaul
5b7409d08e
Feature/add tag management in admin control panel (#2389)
* Add tag management

* Update locales

* Update changelog
2023-09-26 18:56:09 +02:00
Thomas Kaul
703a96f4db
Add guard (#2377) 2023-09-23 19:45:15 +02:00
Frane Caleta
eb63802d01
Feature/extend supported date formats in activities import (#2362)
* Extend supported date formats in activities import

* Update changelog
2023-09-23 16:14:54 +02:00
Thomas Kaul
6d9191a46f
Feature/setup turkish (#2300)
* Setup Turkish

* Add Turkish translations

* Update changelog

---------

Co-authored-by: sadmimye <134071831+sadmimye@users.noreply.github.com>
2023-09-22 20:26:45 +02:00
Thomas Kaul
6744245d8b
Feature/extend personal finance tools pages 20230922 (#2369)
* Extend pages

* Refactoring
2023-09-22 20:04:40 +02:00
Thomas Kaul
b12349a148
Feature/add support for interest on account level (#2354)
* Add support for interest

* Update changelog
2023-09-19 20:37:04 +02:00
Thomas Kaul
ab691bb27a
Feature/remove account type from user interface (#2335)
* Remove account type from user interface and set it optional

* Update changelog
2023-09-15 19:11:20 +02:00
Thomas Kaul
8fc5676443
Feature/improve timeout of data source requests (#2330)
* Improve timeout

* Update changelog
2023-09-15 16:25:01 +02:00
Thomas Kaul
2df27100f0
Add middleware (#2239)
* Add middleware

* Update changelog
2023-08-18 20:27:19 +02:00
Thomas Kaul
6cf6538719
Feature/add currencies preset to historical market data table (#2243)
* Add currencies preset

* Update locales

* Update changelog
2023-08-18 19:33:00 +02:00
Thomas Kaul
0fd3db3228
Bugfix/fix cash position rows in holdings table (#2237)
* Fix cash position rows

* Update changelog
2023-08-17 20:23:23 +02:00