80 Commits

Author SHA1 Message Date
csehatt741
035306d4d8
Feature/add createdAt to snapshot and public portfolio endpoint response (#4350)
* Add createdAt to snapshot and public portfolio endpoint response

* Update changelog

---------

Co-authored-by: Verbindolai <nikolaiwieczorek@web.de>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-02-28 21:00:02 +01:00
Karel De Smet
46cbbd3bc4
Feature/upgrade to nx 20.3 (#4152)
* Upgrade to Nx 20.3

* Update changelog
2024-12-29 19:47:32 +01:00
Jory Hogeveen
707c77f0cf
Feature/extend allocations by ETF holding with parent ETFs (#4044)
* Extend allocations by ETF holding with parent ETFs

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-11-23 10:25:07 +01:00
dw-0
6a10b932b0
Feature/Switch consistent-type-assertions eslint rule from warn to error (#3982)
* Switch consistent-type-assertions eslint rule from warn to error

* Update changelog

---------

Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2024-10-26 11:07:48 +02:00
Thomas Kaul
a5331dd32b
Feature/optimize dialog sizes for mobile (#3964)
* Optimize dialog sizes for mobile

* Update changelog
2024-10-20 17:59:44 +02:00
Thomas Kaul
bce18f7261
Feature/reuse advanced markets calculation in portfolio details endpoint (#3884) 2024-10-06 17:05:06 +02:00
Thomas Kaul
f48ce4e1ae
Feature/reuse markets calculation in portfolio details endpoint (#3883)
* Reuse markets calculation in portfolio details endpoint

* Update changelog
2024-10-06 11:03:11 +02:00
Thomas Kaul
e85cc0fcfc
Feature/clone or edit activity from account detail dialog (#3647)
* Clone or edit activity from holding detail dialog

* Update changelog
2024-08-07 20:45:46 +02:00
Thomas Kaul
41f5801b5e
Feature/refactor unique asset type to asset profile identifier (#3636)
* Refactoring
2024-08-04 08:27:05 +02:00
Thomas Kaul
1c9805bb96
Feature/improve allocations by etf holding for impersonation mode (#3534)
* Improve allocations by ETF holding for impersonation mode

* Update changelog
2024-07-04 20:25:15 +02:00
Thomas Kaul
23e4d5454d
Feature/improve allocations by etf holding (#3467)
* Improve allocations by ETF holding

* Update changelog
2024-06-08 11:17:27 +02:00
Thomas Kaul
8a9ae9bb33
Feature/allocations by etf holding (#3464)
* Setup allocations by ETF holding

* Update changelog
2024-06-07 21:45:07 +02:00
Thomas Kaul
72e75208df
Bugfix/fix position detail dialog close functionality (#3396)
* Handle holding detail dialog open functionality in a single place (AppComponent)

* Update changelog
2024-05-11 20:27:18 +02:00
Thomas Kaul
f3d961bc16
Feature/move holdings table to holdings tab of home page (#3368)
* Move holdings table to holdings tab of home page

* Deprecate api/v1/portfolio/positions endpoint

* Update changelog
2024-05-04 14:11:37 +02:00
Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum (#3321)
* Change CASH to LIQUIDITY in asset class enum

* Update changelog
2024-04-23 18:55:37 +02:00
Thomas Kaul
719bbe156e
Feature/optimize calculation of allocations by market (#3249)
* Optimize calculation of allocations by market

* Update changelog
2024-04-07 09:26:30 +02:00
Thomas Kaul
eb75be8535
Optimize details endpoint (#3123)
* Make summary optional

* Introduce dedicated holdings endpoint

* Update changelog
2024-03-09 19:56:26 +01:00
Thomas Kaul
e921ed7f52
Reorder imports (#2988) 2024-02-11 17:50:18 +01:00
Thomas Kaul
9fe90273c7
Feature/move assistant to general availability (#2977)
* Move assistant from experimental to general availability

* Update changelog
2024-02-09 18:25:15 +01:00
Thomas Kaul
be93ca8968
Feature/migrate allocations page to work with filters of assistant (#2933)
* Migrate portfolio allocations to work with filters of assistant

* Update changelog
2024-01-28 09:20:32 +01:00
TobiasXy
1b2d2a9860
Feature/Add holdings tab to account detail dialog (#2853) (#2864)
* Feature/Add holdings tab to account detail dialog (#2853)

* Update changelog
2024-01-15 20:35:45 +01:00
Thomas Kaul
6f6ff94979
Improve sidebar (#2343)
* Improve sidebar

* Improve style of system message

* Update changelog
2023-09-17 07:08:26 +02:00
Thomas Kaul
ab691bb27a
Feature/remove account type from user interface (#2335)
* Remove account type from user interface and set it optional

* Update changelog
2023-09-15 19:11:20 +02:00
Thomas Kaul
0fd3db3228
Bugfix/fix cash position rows in holdings table (#2237)
* Fix cash position rows

* Update changelog
2023-08-17 20:23:23 +02:00
Thomas Kaul
d4fea075af
Feature/include unavailable data in allocations by market chart (#2190)
* Include unavailable data in allocations by market chart

* Update changelog
2023-07-28 20:20:08 +02:00
Thomas Kaul
622bb8b0cf
Feature/add allocations by market chart (#2171)
* Add allocations by (advanced) market

* Fix public page

* Update changelog
2023-07-24 20:04:34 +02:00
Thomas Kaul
ea101dd3bd
Refactor value to valueInBaseCurrency (#2167)
* Revert value to valueInBaseCurrency refactoring
2023-07-23 14:13:02 +02:00
Thomas Kaul
455a2d2e92
Refactor value to valueInBaseCurrency (#2160) 2023-07-18 21:29:08 +02:00
Thomas Kaul
92382e0b4d
Feature/improve loading state during filtering on allocations page (#2141)
* Improve loading state

* Update changelog
2023-07-11 21:41:12 +02:00
Thomas Kaul
15c96a9757
Feature/add allocations by platform chart (#1915)
* Add allocations by platform

* Update changelog
2023-05-01 17:44:35 +02:00
Thomas Kaul
1ca3792a4b
Feature/clean up initial values from x ray (#1914)
* Clean up initial (original) values from X-Ray

* Refactor current to valueInBaseCurrency

* Update changelog
2023-05-01 17:16:02 +02:00
Thomas Kaul
9be457943c
Feature/introduce allocations by etf provider (#1870)
* Introduce allocations by etf provider

* Update changelog
2023-04-18 20:13:03 +02:00
Thomas Kaul
e92730879e
Feature/migrate dialog components to angular material 15 (#1844)
* Migrate MatDialog

* Update changelog
2023-04-10 13:49:53 +02:00
Thomas Kaul
7b39b32293
Feature/improve allocations page (#1813)
* Improve loading state

* Update changelog
2023-03-26 17:18:48 +02:00
Thomas Kaul
b6a7804a26
Refactoring (#1784) 2023-03-14 10:46:11 +01:00
Thomas Kaul
0000317041
Upgrade Nx and Angular (#1646)
* Upgrade Nx and Angular

* Update changelog

* Feature/eliminate angular material css vars (#1648)

* Eliminate angular-material-css-vars

* Update changelog
2023-02-04 11:26:06 +01:00
Thomas Kaul
6aae0cc1e4
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
efba7429c1
Bugfix/fix click of unknown accounts (#1629)
* Check for unknown key

* Update changelog
2023-01-25 12:00:52 +01:00
Thomas Kaul
271001f523
Feature/remove toggle on allocations page (#1620)
* Rename allocationCurrent, remove allocationInvestment

* Update changelog
2023-01-21 09:52:58 +01:00
Thomas Kaul
0878941c4f
Feature/support translated tags (#1600)
* Support translated tags

* Update changelog
2023-01-14 12:36:30 +01:00
Thomas Kaul
90a7a84ac5
Feature/add global heat map to landing page (#1584)
* Add global heat map

* Update changelog
2023-01-10 20:52:05 +01:00
Thomas Kaul
e8a4a53c9f
Feature/support position detail dialog in top performers of analysis page (#1522)
* Add support for position detail dialog

* Update changelog
2022-12-19 09:36:34 +01:00
Thomas Kaul
64a7d38ff9
Add more translations (#1394) 2022-10-23 10:28:08 +02:00
Thomas Kaul
68d0d39161
Feature/translate asset and asset sub classes (#1393)
* Translate asset and asset sub classes

* Update changelog
2022-10-22 07:47:05 +02:00
Thomas Kaul
eac52a215b
Feature/refactor appearance to color scheme (#1364)
* Refactor appearance to colorScheme

* Update changelog
2022-10-16 14:54:26 +02:00
Thomas Kaul
539d3ff754
Feature/add asset sub class filter (#1188)
* Add asset sub class filter

* Update changelog
2022-08-24 20:53:50 +02:00
Thomas Kaul
b6f395fd3b
Feature/improve i18n (#1183)
* Improve i18n

* Update changelog
2022-08-22 19:57:48 +02:00
Thomas Kaul
c0f19d56ec
Feature/add account detail dialog (#1047)
* Add account detail dialog

* Update changelog
2022-06-28 21:08:34 +02:00
Thomas Kaul
d130efad47
Clean up comments (#1043)
* Clean up comments
2022-06-25 17:30:43 +02:00
Thomas Kaul
109f0ebd70
Feature/move positions table to holdings section (#1042)
* Move positions table to holdings section

* Update changelog
2022-06-25 14:47:20 +02:00