Thomas Kaul
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a834ef6b4c
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Release 1.228.1 (#1617)
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2023-01-18 22:01:59 +01:00 |
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Thomas Kaul
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7fa6eda45d
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Feature/remove emergency fund as asset class (#1615)
* Remove emergency fund as asset class
* Update changelog
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2023-01-18 21:37:22 +01:00 |
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Yash Solanki
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bb99141e9c
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Fix group by month/year not working for YTD (#1598)
* Set time to 00:00:00 when getting current timestamp
* Update changelog
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2023-01-14 13:30:51 +01:00 |
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Thomas Kaul
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d147c2313f
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Feature/support assets in emergency fund (#1601)
* Support assets in emergency fund
* Update changelog
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2023-01-14 13:13:26 +01:00 |
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Thomas Kaul
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a7e5a316be
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Bugfix/fix big.js exception in report endpoint (#1586)
* Fix exception with missing marketPrice
* Update changelog
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2023-01-11 19:59:13 +01:00 |
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Thomas Kaul
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a850e8ca22
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Import dividend (#1560)
* Import dividend
* Update changelog
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2023-01-07 18:20:02 +01:00 |
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Yash Solanki
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925d38703e
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Feature/add group by year option on analysis page (#1568)
* Add group by year option
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2023-01-04 20:13:13 +01:00 |
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Thomas Kaul
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b20fa55b79
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Feature/add filters to analytics page (#1559)
* Add filters to analysis page
* Update changelog
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2022-12-29 10:31:21 +01:00 |
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Thomas Kaul
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66d5793528
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Refactoring (#1545)
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2022-12-27 10:05:26 +01:00 |
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Thomas Kaul
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e87b93f19c
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Feature/add logo endpoint (#1506)
* Add logo endpoint
* Update changelog
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2022-12-12 20:13:45 +01:00 |
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Thomas Kaul
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49dcade964
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Feature/add date of first activity to holdings (#1505)
* Add date of first activity
* Update changelog
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2022-12-11 10:19:35 +01:00 |
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Thomas Kaul
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3a78d6c3f1
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Feature/add dividend timeline (#1498)
* Add dividend timeline
* Update changelog
Co-Authored-By: João Pereira <joao@jpereira.me>
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2022-12-10 11:54:49 +01:00 |
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Thomas Kaul
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292d345ce0
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Feature/support manual currency for fee (#1490)
* Support manual currency for fee
* Update changelog
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2022-12-03 18:22:19 +01:00 |
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Thomas Kaul
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be14458437
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Bugfix/fix division by zero error in cash positions calculation (#1462)
* Handle division by zero
* Update changelog
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2022-11-19 10:19:01 +01:00 |
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Thomas Kaul
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fc1507de4f
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Clean up (#1423)
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2022-11-09 10:08:36 +01:00 |
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Thomas Kaul
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33fd1282e5
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Bugfix/fix cash position in user currency (#1433)
* Initialize cash positions with user currency
* Update changelog
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2022-11-08 17:32:50 +01:00 |
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Thomas Kaul
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43426c9b01
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Feature/restructure portfolio page (#1429)
* Restructure portfolio page
* Update changelog
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2022-11-07 16:57:26 +01:00 |
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Thomas Kaul
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2a1339b61e
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Feature/improve usage of premium indicator component (#1421)
* Improve usage of premium indicator component
* Update changelog
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2022-11-05 09:12:41 +01:00 |
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Thomas Kaul
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3b6e0b20e2
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Add test case (#1399)
* Add test case
* Fix calculation for portfolio evolution chart
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
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2022-11-03 20:06:16 +01:00 |
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Thomas Kaul
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4c893c4dcc
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Bugfix/fix public page (#1408)
* Fix public page
* Update changelog
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2022-10-31 20:25:42 +01:00 |
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Thomas Kaul
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5c6cc4fed5
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Handle division by zero (#1398)
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2022-10-26 21:28:26 +02:00 |
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Thomas Kaul
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71c5412dd5
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Add test case: sell partially with huge gain (#1380)
* Add test case: sell partially with huge gain
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2022-10-20 20:56:58 +02:00 |
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Thomas Kaul
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ae85398c3d
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Fix test description (#1379)
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2022-10-20 20:48:40 +02:00 |
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Thomas Kaul
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048900d01b
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Bugfix/improve performance calculation for sell activitities (#1388)
* Improve performance calculation for SELL activities
* Update changelog
Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
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2022-10-20 20:47:57 +02:00 |
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Thomas Kaul
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f9e04022f4
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Remove TWR calculation (#1377)
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2022-10-18 21:06:28 +02:00 |
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Thomas Kaul
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47f84dab06
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Remove postfix (#1360)
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2022-10-16 09:41:41 +02:00 |
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Thomas Kaul
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a65424aafa
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Feature/add total amount chart to investment timeline (#1344)
* Add total amount chart
* Update changelog
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2022-10-15 17:45:34 +02:00 |
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Thomas Kaul
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3fc2228f1d
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Feature/switch to new performance calculation (#1336)
* Switch to new performance calculation
* Update changelog
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2022-10-08 13:20:52 +02:00 |
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Thomas Kaul
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b018819a1f
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Bugfix/fix todays performance and chart calculation (#1333)
* Fix today's performance and chart calculation
* Update changelog
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2022-10-08 13:20:25 +02:00 |
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Thomas Kaul
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c2df99072d
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Feature/refactor filters (#1299)
* Refactor filters
Co-Authored-By: Zakaria YAHI <9142557+ZakYahi@users.noreply.github.com>
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2022-10-07 20:39:29 +02:00 |
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Thomas Kaul
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f01a3f893d
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Exclude accounts (#1289)
* Exclude accounts
* Update changelog
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2022-09-25 18:02:46 +02:00 |
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Thomas Kaul
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7667af059c
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Feature/combine performance and chart calculation (#1285)
* Combine performance and chart calculation endpoints
* Update changelog
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2022-09-24 13:12:40 +02:00 |
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Thomas Kaul
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b1b5689242
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Feature/improve performance of chart calculation (#1271)
* Improve performance chart calculation
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Improve chart tooltip of benchmark comparator
* Update changelog
Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
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2022-09-20 20:22:01 +02:00 |
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Thomas Kaul
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d4c3a9d1e8
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Feature/add percentage visualization of the current filter (#1268)
* Add percentage visualization of the active filter
* Update changelog
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2022-09-17 21:24:09 +02:00 |
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Thomas Kaul
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263f6b32f2
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Bugfix/fix performance chart calculation (#1267)
* Respect end date in performance chart calculation
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
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2022-09-17 08:33:04 +02:00 |
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Thomas Kaul
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4f8fe83a16
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Feature/clean up user database schema (#1242)
* Clean up user database schema
* Update changelog
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2022-09-10 16:11:49 +02:00 |
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Thomas Kaul
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fc4bb71184
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Feature/migrate date range setting to user settings (#1239)
* Migrate date range to user settings
* Refactor currency and view mode in the user user settings
* Update changelog
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2022-09-10 11:38:06 +02:00 |
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Thomas Kaul
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3b2f13850c
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Feature/improve chart calculation (#1226)
* Improve chart calculation
* Update changelog
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2022-09-03 21:41:06 +02:00 |
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Thomas Kaul
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0cc42ffd7c
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Add end date parameter (#1224)
* Add end date parameter
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2022-09-03 21:28:57 +02:00 |
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Thomas Kaul
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35963580bc
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Bugfix/improve error handling in portfolio calculations (#1215)
* Improve error handling
* Update changelog
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2022-09-03 08:31:47 +02:00 |
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Thomas Kaul
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0e29278e96
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Feature/add alias to access (#1193)
* Add alias to access
* Update changelog
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2022-08-27 11:29:09 +02:00 |
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Thomas Kaul
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e444d717e5
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Add tests for investments by month (#1089)
* Fix investments by month
* Add tests for investments and investments by month
* Update changelog
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2022-07-22 19:00:36 +02:00 |
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Thomas Kaul
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0e0592180f
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Add current month (#1067)
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2022-07-10 09:41:48 +02:00 |
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Thomas Kaul
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60e2aff488
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Extend investment timeline by month (#1066)
* Extend investment timeline grouped by month
* Update changelog
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2022-07-09 21:18:05 +02:00 |
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Thomas Kaul
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30835ced88
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Bugfix/fix holdings for basic users (#1064)
* Fix holdings for basic users
* Update changelog
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2022-07-07 21:06:12 +02:00 |
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Thomas Kaul
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c0f19d56ec
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Feature/add account detail dialog (#1047)
* Add account detail dialog
* Update changelog
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2022-06-28 21:08:34 +02:00 |
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Thomas Kaul
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f7bf6e652b
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Feature/add icon and name to positions table (#1040)
* Add icon and name
* Update changelog
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2022-06-25 11:33:59 +02:00 |
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Thomas Kaul
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1ff736537c
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Feature/add positions table to public page (#1037)
* Add positions table
* Update changelog
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2022-06-23 19:24:24 +02:00 |
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Thomas Kaul
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cff8acd7b1
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Clean up (#1022)
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2022-06-17 20:04:52 +02:00 |
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Thomas Kaul
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aba562cb35
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Bugfix/fix error handling for missing market prices (#1023)
* Add fallback for missing market price
* Update changelog
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2022-06-16 16:49:29 +02:00 |
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