Thomas Kaul
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c9353d0a39
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Support account balance time series (#2166)
* Initial setup
* Support account balance in export
* Handle account balance update
* Add schema migration
* Update changelog
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2023-07-23 15:55:58 +02:00 |
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Thomas Kaul
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d5b3c52602
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Refactor value to valueInBaseCurrency (#2164)
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2023-07-20 20:28:56 +02:00 |
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Thomas Kaul
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bdf72164b1
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Feature/break down emergency fund by cash and assets (#2159)
* Break down emergency fund in cash and assets
* Update changelog
|
2023-07-19 11:30:48 +02:00 |
|
Thomas Kaul
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455a2d2e92
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Refactor value to valueInBaseCurrency (#2160)
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2023-07-18 21:29:08 +02:00 |
|
Thomas Kaul
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ed735e0b29
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Feature/disable caching in health check endpoints for data providers (#2147)
* Disable caching in health check endpoint
* Update changelog
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2023-07-15 10:54:19 +02:00 |
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Thomas Kaul
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54ea6c84b4
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Feature/add caching for quotes (#2095)
* Add caching for quotes
* Update changelog
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2023-06-24 13:06:28 +02:00 |
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Thomas Kaul
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7931e6950d
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Feature/add support for liabilities (#1789)
* Add support for liabilities
* Update changelog
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2023-06-10 16:17:11 +02:00 |
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Thomas Kaul
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d630fb900d
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Feature/add investment streaks (#2042)
* Add investment streaks
* Current streak
* Longest streak
* Add unit to value component
* Update changelog
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2023-06-04 09:35:58 +02:00 |
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Thomas Kaul
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ef4a75d1f0
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Feature/improve market price of first buy date in chart of position detail dialog (#1956)
* Improve market price on first buy date: market price or average price
* Update changelog
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2023-05-09 20:33:15 +02:00 |
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Thomas Kaul
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c19984c3d0
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Bugfix/fix missing platform name in allocations by platform (#1918)
* Fix missing platform name
* Update changelog
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2023-05-01 18:55:34 +02:00 |
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Thomas Kaul
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15c96a9757
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Feature/add allocations by platform chart (#1915)
* Add allocations by platform
* Update changelog
|
2023-05-01 17:44:35 +02:00 |
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Thomas Kaul
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1ca3792a4b
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Feature/clean up initial values from x ray (#1914)
* Clean up initial (original) values from X-Ray
* Refactor current to valueInBaseCurrency
* Update changelog
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2023-05-01 17:16:02 +02:00 |
|
Thomas Kaul
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e61b3b34a7
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Eliminate getSymbolProfilesBySymbols() (#1912)
|
2023-05-01 15:45:33 +02:00 |
|
Thomas Kaul
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a5f0f48ddb
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Fix accounts page (#1908)
* Add guards
* Update changelog
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2023-04-30 19:20:17 +02:00 |
|
Thomas Kaul
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f4c748f67a
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Feature/extend support for impersonation mode (#1898)
* Support impersonation of all users for local development
* Update changelog
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2023-04-28 21:02:24 +02:00 |
|
Francisco Silva
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672d8dfab2
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Fix/holdings always include cash position (#1897)
* Improved holdings table showing cash position also when the filter contains accounts
* Update changelog
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2023-04-28 12:08:45 +02:00 |
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Thomas Kaul
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7b77dc044a
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Feature/add state to market data database schema (#1893)
* Add state (CLOSE / INTRADAY) to MarketData
* Update changelog
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2023-04-25 20:09:12 +02:00 |
|
Thomas Kaul
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513a564e2c
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Restructure services (#1891)
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2023-04-23 12:02:01 +02:00 |
|
Thomas Kaul
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cddea0401f
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Feature/add data source as unique constraint to market data schema (#1889)
* Add dataSource as unique constraint to MarketData schema
* Update changelog
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2023-04-23 11:13:08 +02:00 |
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Thomas Kaul
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aafedd5f75
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Feature/increase robustness if live data is missing (#1884)
* Continuously persist today's market data
* Add fallback to historical market data if data provider does not provide live data
* Update changelog
|
2023-04-22 14:43:57 +02:00 |
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Thomas Kaul
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5eff8402db
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Release/1.258.0 (#1878)
* Release 1.258.0
* Introduce data source mapping
* Update changelog
|
2023-04-20 09:07:22 +02:00 |
|
Thomas Kaul
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4c907d56f0
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Improve message (#1859)
|
2023-04-15 15:09:15 +02:00 |
|
Thomas Kaul
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6d56146054
|
Feature/add support for multiple subscription offers (#1818)
* Setup for multiple subscription offers
* Update changelog
|
2023-04-02 09:44:13 +02:00 |
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Thomas Kaul
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0c85380dbf
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Feature/refactor portfolio calculator (#1803)
* Refactor chart calculation in portfolio calculator
* Update changelog
|
2023-03-25 12:20:42 +01:00 |
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Thomas Kaul
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bc6e9a8b68
|
Bugfix/fix total amount calculation in portfolio evolution chart (#1799)
* Fix total amount calculation
* Update changelog
|
2023-03-23 19:23:31 +01:00 |
|
Thomas Kaul
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261a0fb0b9
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Refactor AuthInterceptor (#1764)
* Refactor AuthInterceptor
* Refactor JwtStrategy
|
2023-03-04 10:13:04 +01:00 |
|
Thomas Kaul
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897e941e7a
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Feature/add data provider info to position (#1730)
* Add data provider info
* Update changelog
|
2023-02-25 10:33:45 +01:00 |
|
Thomas Kaul
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85052bc9bc
|
Bugfix/fix buying power calculation with emergency fund tag (#1713)
* Fix buying power calculation
* Update changelog
|
2023-02-17 17:29:48 +01:00 |
|
Thomas Kaul
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f7597c213d
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Feature/add dividend and fees to position detail dialog (#1643)
* Add dividend and fees to position detail dialog
* Update changelog
|
2023-01-30 20:21:16 +01:00 |
|
Thomas Kaul
|
2e7f46ad78
|
Feature/allow account for activity of type item (#1641)
* Support linking wealth items to account
* Update changelog
|
2023-01-30 20:00:07 +01:00 |
|
Thomas Kaul
|
6aae0cc1e4
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Bugfix/fix issue with value in value redaction interceptor (#1627)
* Fix issue with value in value redaction interceptor
* Fix format of world map
* Update changelog
|
2023-01-29 09:58:05 +01:00 |
|
Thomas Kaul
|
52b3ad6dc3
|
Feature/refactor value redaction interceptor (#1624)
* Reuse redactAttributes()
* Update changelog
|
2023-01-21 11:46:56 +01:00 |
|
Thomas Kaul
|
6cd51fb044
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Feature/hide irrelevant errors in client (#1623)
* Hide irrelevant errors in client
* Update changelog
|
2023-01-21 11:30:53 +01:00 |
|
Thomas Kaul
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271001f523
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Feature/remove toggle on allocations page (#1620)
* Rename allocationCurrent, remove allocationInvestment
* Update changelog
|
2023-01-21 09:52:58 +01:00 |
|
Thomas Kaul
|
a7e513a6d1
|
Bugfix/fix filtered value for emergency fund (#1619)
* Fix filtered value
* Update changelog
|
2023-01-20 20:51:08 +01:00 |
|
Thomas Kaul
|
a834ef6b4c
|
Release 1.228.1 (#1617)
|
2023-01-18 22:01:59 +01:00 |
|
Thomas Kaul
|
7fa6eda45d
|
Feature/remove emergency fund as asset class (#1615)
* Remove emergency fund as asset class
* Update changelog
|
2023-01-18 21:37:22 +01:00 |
|
Yash Solanki
|
bb99141e9c
|
Fix group by month/year not working for YTD (#1598)
* Set time to 00:00:00 when getting current timestamp
* Update changelog
|
2023-01-14 13:30:51 +01:00 |
|
Thomas Kaul
|
d147c2313f
|
Feature/support assets in emergency fund (#1601)
* Support assets in emergency fund
* Update changelog
|
2023-01-14 13:13:26 +01:00 |
|
Thomas Kaul
|
a7e5a316be
|
Bugfix/fix big.js exception in report endpoint (#1586)
* Fix exception with missing marketPrice
* Update changelog
|
2023-01-11 19:59:13 +01:00 |
|
Thomas Kaul
|
a850e8ca22
|
Import dividend (#1560)
* Import dividend
* Update changelog
|
2023-01-07 18:20:02 +01:00 |
|
Yash Solanki
|
925d38703e
|
Feature/add group by year option on analysis page (#1568)
* Add group by year option
|
2023-01-04 20:13:13 +01:00 |
|
Thomas Kaul
|
b20fa55b79
|
Feature/add filters to analytics page (#1559)
* Add filters to analysis page
* Update changelog
|
2022-12-29 10:31:21 +01:00 |
|
Thomas Kaul
|
66d5793528
|
Refactoring (#1545)
|
2022-12-27 10:05:26 +01:00 |
|
Thomas Kaul
|
e87b93f19c
|
Feature/add logo endpoint (#1506)
* Add logo endpoint
* Update changelog
|
2022-12-12 20:13:45 +01:00 |
|
Thomas Kaul
|
49dcade964
|
Feature/add date of first activity to holdings (#1505)
* Add date of first activity
* Update changelog
|
2022-12-11 10:19:35 +01:00 |
|
Thomas Kaul
|
3a78d6c3f1
|
Feature/add dividend timeline (#1498)
* Add dividend timeline
* Update changelog
Co-Authored-By: João Pereira <joao@jpereira.me>
|
2022-12-10 11:54:49 +01:00 |
|
Thomas Kaul
|
292d345ce0
|
Feature/support manual currency for fee (#1490)
* Support manual currency for fee
* Update changelog
|
2022-12-03 18:22:19 +01:00 |
|
Thomas Kaul
|
be14458437
|
Bugfix/fix division by zero error in cash positions calculation (#1462)
* Handle division by zero
* Update changelog
|
2022-11-19 10:19:01 +01:00 |
|
Thomas Kaul
|
fc1507de4f
|
Clean up (#1423)
|
2022-11-09 10:08:36 +01:00 |
|