Thomas Kaul
ca674a654e
Feature/add symbol and isin to position detail dialog ( #3163 )
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* Add symbol and ISIN
* Update translations
* Update changelog
2024-03-18 13:58:46 +01:00
Thomas Kaul
2729c5651f
Release 2.64.0 ( #3161 )
2024-03-16 19:00:50 +01:00
Thomas Kaul
e21563d903
Feature/increase timeout to load benchmarks ( #3158 )
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* Increase request timeout
* Update changelog
2024-03-16 18:15:34 +01:00
Thomas Kaul
3ede69650c
Feature/upgrade prisma to version 5.11.0 ( #3159 )
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* Upgrade prisma to version 5.11.0
* Update changelog
2024-03-16 16:51:07 +01:00
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
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* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-03-16 14:20:58 +01:00
Thomas Kaul
38c2baf943
Feature/improve exception handling of current investments in various rules ( #3156 )
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* Improve exception handling
* Update changelog
2024-03-16 12:29:21 +01:00
Thomas Kaul
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
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* Fix total dividend calculation
* Update changelog
2024-03-16 10:04:57 +01:00
rodriguestiago0
3b895afc9e
Enable account balance update for fee and interest activities ( #3145 )
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* Enable account balance update for fee and interest activities
* Update changelog
2024-03-15 18:56:17 +01:00
Thomas Kaul
00c2ede85e
Feature/improve usability of platform and tag management ( #3144 )
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* Improve usability
* Update changelog
2024-03-15 08:37:41 +01:00
Thomas Kaul
8420cb830c
Feature/add product roadmap to faq ( #3143 )
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* Add product roadmap
* Update changelog
2024-03-14 14:09:20 +01:00
helgehatt
a0ddd1f9b9
Fix date conversion in import of historical market data ( #3117 )
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* Fix date conversion in import of historical market data
* Update changelog
2024-03-13 20:44:33 +01:00
Thomas Kaul
671e4e316b
Release 2.63.2 ( #3138 )
2024-03-12 20:50:32 +01:00
Thomas Kaul
473136e9aa
Release 2.63.1 ( #3135 )
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* Release 2.63.1
2024-03-11 21:35:43 +01:00
Thomas Kaul
9a3db91982
Release 2.63.0 ( #3134 )
2024-03-11 20:19:23 +01:00
Thomas Kaul
d23cb5f190
Feature/upgrade simplewebauthn dependencies to version 9.0 ( #3130 )
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* Upgrade @simplewebauthn/browser and @simplewebauthn/server to version 9.0
* Update changelog
2024-03-11 20:17:47 +01:00
Thomas Kaul
7a364472c8
Bugfix/fix liability issue in allocations ( #3133 )
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* Remove liabilities from allocations calculation
* Update changelog
2024-03-11 20:16:56 +01:00
Thomas Kaul
59c064e3c8
Feature/upgrade yahoo finance2 to version 2.10.0 ( #3127 )
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* Upgrade yahoo-finance2 to version 2.10.0
* Update changelog
2024-03-11 20:15:55 +01:00
Thomas Kaul
d32dd5e860
Feature/upgrade countries list to version 3.1.0 ( #3131 )
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* Upgrade countries-list to version 3.1.0
* Update changelog
2024-03-11 19:16:20 +01:00
Thomas Kaul
bb86f85203
Feature/add available home server systems to faq ( #3126 )
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* Add available home server systems
* Update changelog
* Add CasaOS to README.md
2024-03-10 09:50:43 +01:00
gizmodus
0bca8897d6
Fix average price calculation by only considering BUY transactions ( #3125 )
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* Fix average price calculation by only considering buy transactions
* Update changelog
2024-03-10 09:35:47 +01:00
Thomas Kaul
ba73f6de2e
Release 2.62.0 ( #3124 )
2024-03-09 19:57:56 +01:00
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
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* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
2024-03-09 19:56:26 +01:00
Gerard Du Pre
d9d71e7827
Fix issue with removing account from activity ( #3112 )
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* Fix issue with removing account from activity
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-03-09 15:52:05 +01:00
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities ( #3118 )
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* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
2024-03-09 11:07:01 +01:00
Thomas Kaul
1f2f9f22f2
Feature/remove environment variable web auth rp ( #3115 )
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* Remove environment variable WEB_AUTH_RP_ID
* Update changelog
2024-03-08 19:00:21 +01:00
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
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* Integrate dividend into transaction point concept
* Update changelog
2024-03-07 20:07:50 +01:00
Thomas Kaul
c641c28b12
Release 2.61.1 ( #3110 )
2024-03-06 22:08:00 +01:00
Thomas Kaul
c54392b7bb
Bugfix/fix exception in account value calculation ( #3109 )
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* Fix exception in value of account calculation caused by liabilities
* Update changelog
2024-03-06 22:06:27 +01:00
Thomas Kaul
144d831954
Release 2.61.0 ( #3097 )
2024-03-04 20:17:05 +01:00
Thomas Kaul
c37ad9bad4
Bugfix/fix activities import ( #3095 )
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* Fix query parameter handling of booleans
* Update changelog
2024-03-04 20:15:41 +01:00
Thomas Kaul
b932bac9aa
Feature/optimize summary calculation ( #3088 )
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* Optimize calculation
* Update changelog
2024-03-03 08:24:51 +01:00
Thomas Kaul
bcdd873222
Add missing title ( #3087 )
2024-03-02 17:32:32 +01:00
Thomas Kaul
25b3de5828
Release 2.60.0 ( #3086 )
2024-03-02 14:44:00 +01:00
Thomas Kaul
40b454d2f3
Feature/refresh cryptocurrencies list 20240302 ( #3085 )
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* Update cryptocurrencies.json
* Add UNI7083
* Update changelog
2024-03-02 14:42:40 +01:00
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
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* Integrate (wealth) items into transaction point concept
* Update changelog
2024-03-02 14:29:03 +01:00
Thomas Kaul
66992ef915
Bugfix/change show condition of button to fetch current market price ( #3079 )
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* Change show condition of button to fetch current market price
* Update changelog
2024-03-02 12:59:54 +01:00
Thomas Kaul
7f67430685
Bugfix/readd value in base currency to activity ( #3078 )
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* Readd valueInBaseCurrency
* Update changelog
2024-03-02 10:03:10 +01:00
Thomas Kaul
8a49a04324
Feature/improve usability of benchmarks in markets overview ( #3077 )
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* Improve icons, localize label
* Update changelog
2024-03-02 09:48:53 +01:00
Thomas Kaul
cde74b6c62
Release 2.59.0 ( #3069 )
2024-02-29 21:06:18 +01:00
Thomas Kaul
633c65e33c
Feature/extend self hosting faq ( #3068 )
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* Extend self-hosting FAQ
* Update changelog
2024-02-29 21:04:47 +01:00
Thomas Kaul
d1617f2d87
Feature/add index for is excluded to account database table ( #3067 )
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* Add index for isExcluded to account database table
* Update changelog
2024-02-29 20:50:44 +01:00
Søren Bjergmark
68e558f198
Feature/Improve activities import by ISIN number ( #3051 )
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* Improve activities import by ISIN number
* Update changelog
2024-02-29 20:45:40 +01:00
Thomas Kaul
2115745471
Bugfix/fix issue with exchange rate calculation of wealth items in accounts ( #3065 )
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* Fix exchange rate calculatio of wealth items in accounts
* Update changelog
2024-02-29 20:14:52 +01:00
Thomas Kaul
2cabd21315
Release 2.58.0 ( #3061 )
2024-02-27 20:59:44 +01:00
Thomas Kaul
3615e2f057
Feature/improve handling of activities without account ( #3060 )
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* Improve handling of activities without account
* Update changelog
2024-02-27 20:58:28 +01:00
Thomas Kaul
d3679d41b3
Bugfix/fix query to filter activities of excluded accounts ( #3059 )
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* Fix query to filter activities of excluded accounts
* Update changelog
2024-02-27 20:58:04 +01:00
Thomas Kaul
f2d431a6b8
Bugfix/improve asset profile validation in activities import ( #3057 )
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* Improve asset profile validation
* Update changelog
2024-02-27 20:42:23 +01:00
Thomas Kaul
5b20ba3382
Release 2.57.0 ( #3054 )
2024-02-25 19:14:28 +01:00
Thomas Kaul
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
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* Move break down of performance to general availability
* Update changelog
2024-02-25 19:12:30 +01:00
Thomas Kaul
6ae3a47b54
Bugfix/change top and bottom performers to performance with currency effect ( #3046 )
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* Change to performance with currency effect
* Update changelog
2024-02-25 13:43:49 +01:00
