Thomas Kaul
ab691bb27a
Feature/remove account type from user interface ( #2335 )
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* Remove account type from user interface and set it optional
* Update changelog
2023-09-15 19:11:20 +02:00
Hugo Persson
2d003225bc
Allow custom currency in activity import ( #2215 )
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* Allow custom currency in activity import
* Extend import test files
* Update changelog
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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-08-08 20:00:55 +02:00
Thomas Kaul
97bcd8ff49
Feature/enforce yyyy instead of yy as date format in activities import ( #2036 )
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* Enforce yyyy (instead of yy)
* Update changelog
2023-06-03 10:19:50 +02:00
Thomas Kaul
623a284ba4
Feature/add and update historical data in bulk ( #1904 )
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* Upsert historical data in bulk
* Update changelog
2023-04-29 10:12:50 +02:00
Thomas Kaul
732b14c6ab
Feature/improve activities import for csv files of ibkr ( #1824 )
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* Improve import for csv files by Interactive Brokers
* Update changelog
2023-04-05 20:09:00 +02:00
Thomas Kaul
17b8c41673
Add test file ( #1810 )
2023-03-30 08:24:44 +02:00
Jason Feng
b58631083b
Increase file size limit for imports ( #1726 )
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* Increase file size limit for imports
* Update changelog
2023-02-19 10:09:13 +01:00
Yash Solanki
a79f31b006
Feature/add accounts import export ( #1635 )
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* Add accounts to activities export
* Add logic for importing accounts
* Update changelog
2023-02-06 21:59:59 +01:00
Thomas Kaul
3b6e0b20e2
Add test case ( #1399 )
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* Add test case
* Fix calculation for portfolio evolution chart
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
2022-11-03 20:06:16 +01:00
Thomas Kaul
e444d717e5
Add tests for investments by month ( #1089 )
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* Fix investments by month
* Add tests for investments and investments by month
* Update changelog
2022-07-22 19:00:36 +02:00
Thomas Kaul
4dc76817ce
Bugfix/fix import validation for numbers equal zero ( #875 )
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* Fix import validation for numbers equal 0
* Update changelog
2022-04-29 13:10:45 +02:00
Thomas Kaul
1214127ec0
Feature/rename orders to activities in import and export ( #786 )
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* Rename orders to activities
* Update changelog
2022-04-02 10:26:17 +02:00
Thomas Kaul
76f70598e2
Feature/add support for wealth items ( #666 )
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* Add support for wealth items
* Update changelog
2022-02-10 09:39:10 +01:00
Thomas Kaul
9e1a7fc981
Feature/dividend ( #547 )
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* 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
e255b76053
Feature/check currency in import validation ( #538 )
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* Check currency in import validation (avoid importing transactions in wrong currency)
* Update changelog
2021-12-13 19:45:23 +01:00
Thomas Kaul
632f3e3872
Add ok.csv ( #453 )
2021-11-06 21:09:06 +01:00
Thomas Kaul
43104f81d0
Add test data ( #424 )
2021-10-17 11:56:35 +02:00
