Thomas Kaul
2c4c16ec99
Feature/extend markets overview by benchmarks ( #953 )
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* Add benchmarks to markets overview
* Update changelog
2022-05-26 18:59:29 +02:00
Thomas Kaul
af0863d193
Bugfix/fix currency conversion in accounts ( #937 )
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* Fix currency conversion in accounts
* Update changelog
2022-05-21 19:58:47 +02:00
Thomas Kaul
ea3a9d3b79
Feature/eliminate circular dependencies in common library ( #896 )
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* Eliminate circular dependencies
* Update changelog
2022-05-08 22:16:47 +02:00
Thomas Kaul
b7bbc029ac
Feature/render tags in dialogs ( #864 )
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* Render tags
* Update changelog
2022-04-25 22:37:34 +02:00
Thomas Kaul
86acbf06f4
Feature/add data provider errors to api response ( #738 )
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* Add data provider error details
* Update changelog
2022-03-05 11:00:02 +01:00
Thomas Kaul
fa66cd5bce
Feature/add countries and sectors to position detail dialog ( #692 )
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* Add asset and asset sub class
* Add countries and sectors to position detail dialog
* Update changelog
2022-02-12 11:22:03 +01:00
Thomas Kaul
5d3bbb8f30
Feature/improve annualized performance ( #651 )
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* Improve annualized performance calculation
* Update changelog
2022-01-27 20:56:20 +01:00
gizmodus
f15b33e950
Portfolio calculator rework ( #632 )
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* Portfolio calculator rework
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
2022-01-24 20:35:13 +01:00
Thomas Kaul
7df53896f3
Feature/start eliminating data source from order ( #622 )
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* Start eliminating dataSource from order
* Update changelog
2022-01-11 19:49:45 +01:00
Thomas Kaul
ff638adf03
Feature/add transactions to position detail dialog ( #591 )
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* Add transactions to position detail dialog
* Update changelog
2021-12-28 17:45:04 +01:00
Thomas Kaul
e78755c280
Replace OrderType with Type (prisma) ( #560 )
2021-12-19 16:52:35 +01:00
Thomas Kaul
72067459d6
Feature/add value to position detail dialog ( #492 )
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* Add value to position detail dialog
* Update changelog
2021-11-27 09:51:08 +01:00
Thomas Kaul
1c2ca5b96b
Feature/accentuate all time high and low ( #428 )
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* Accentuate all time high and all time low
* Update changelog
Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
2021-11-22 21:28:32 +01:00
Thomas Kaul
cd76f89902
Feature/increase decimal places for cryptocurrencies ( #462 )
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* Calculate quantity precision
* Update changelog
2021-11-11 21:21:37 +01:00
Thomas Kaul
dcee651098
Feature/support unlimited currencies ( #387 )
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* Support unlimited currencies
* Update changelog
2021-09-24 21:09:48 +02:00
Thomas Kaul
0f72673ef4
Feature/respect data source in symbol data endpoint ( #370 )
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* Respect data source in symbol data endpoint
* Respect data source in the data provider service
* Combine symbol with data source in get() of data provider service
* Improve search functionality for multiple data sources
* Update changelog
2021-09-18 19:32:22 +02:00
Valentin Zickner
d2aeeb3e88
optimize annual performance calculation ( #367 )
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* Optimize annual performance calculation
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-09-12 20:08:42 +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
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
Valentin Zickner
308b218487
introduce basic module structure for data provider ( #278 )
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* introduce basic module structure for data provider
* introduce DataGatheringModule
* introduce ExchangeRateDataModule
* introduce ImpersonationModule
* move RulesService
* cleanup portfolio module
* Sort imports
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-08-14 16:55:40 +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
c973ffd3ba
Feature/reorganize helper lib ( #100 )
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Reorganize helper lib (Move interfaces and types)
* InfoItem
* PortfolioItem
* PortfolioOverview
* PortfolioPerformance
* Position
* PortfolioPosition
* PortfolioReport
* PortfolioReportRule
* User
* UserSettings
* DateRange
* AdminData
* AccessWithGranteeUser
* OrderWithAccount
* Granularity
* UserWithSettings
* RequestWithUser
2021-05-16 21:20:59 +02:00
Thomas
111d8d8e3c
Feature/rename share to allocation in columns of positions table ( #93 )
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* Rename columns
* Initial Share -> Initial Allocation
* Current Share -> Current Allocation
* Update changelog
2021-05-15 10:12:12 +02:00
Thomas
90a2fea7d6
Feature/create and update accounts ( #60 )
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* Allow to create and update accounts
* Activate account selector in transaction dialog
* Refactor analytics and report from platforms to accounts
2021-05-02 21:18:52 +02:00
Thomas
a076a1c933
Feature/extend position detail dialog ( #54 )
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* Extend position detail dialog
* Absolute change
* Number of transactions
2021-04-30 21:08:43 +02:00
Thomas
40c95a541d
Add data source to transaction model ( #53 )
2021-04-28 21:30:49 +02:00
Thomas
5cb69291f5
Introduce market states ( #38 )
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* closed
* delayed (no live data)
* open
2021-04-22 22:00:46 +02:00
Thomas
c616312233
Initial commit
2021-04-13 21:53:58 +02:00
