458 Commits

Author SHA1 Message Date
Thomas Kaul
b8ad6d6662
Feature/improve import (#657)
* Improve import

* Update changelog

Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>
2022-02-01 19:12:00 +01:00
Thomas Kaul
9d6977e3f7
Feature/support cryptocurrency mina protocol (#659)
* Support Mina Protocol (MINA-USD)

* Update changelog
2022-02-01 10:58:34 +01:00
Ronald Konjer
919b20197f
import csv with account name or id (#654)
* import csv with account id
2022-01-29 17:27:33 +01:00
Thomas Kaul
62885ea890
Feature/improve consistent use of symbol with data source (#656)
* Improve the consistent use of symbol with dataSource

* Update changelog
2022-01-29 16:51:37 +01:00
Thomas Kaul
65e151151b
Feature/increase fear and greed index to 90 days (#652)
* Increase fear and greed index to 90 days

* Update changelog
2022-01-27 21:01:38 +01:00
Thomas Kaul
5d3bbb8f30
Feature/improve annualized performance (#651)
* Improve annualized performance calculation

* Update changelog
2022-01-27 20:56:20 +01:00
Thomas Kaul
bcb7f5f522
Feature/add feature toggle for new calculation engine (#649)
* Add feature toggle for new calculation engine

* Update changelog
2022-01-24 21:38:59 +01:00
gizmodus
f15b33e950
Portfolio calculator rework (#632)
* Portfolio calculator rework

Co-authored-by: Reto Kaul <retokaul@sublimd.com>
2022-01-24 20:35:13 +01:00
Thomas Kaul
9c086edffe
Feature/extend historical data view in admin control (#646)
* Extend market data view

* Update changelog
2022-01-23 17:02:12 +01:00
Thomas Kaul
585f99e4df
Feature/add summary row to activities table (#645)
* Add summary row to activities table

* Update changelog
2022-01-23 11:39:30 +01:00
Thomas Kaul
38f2930ec6
Feature/improve data provider service (#637)
* Improve data provider service

* Update changelog
2022-01-20 21:34:23 +01:00
Thomas Kaul
556be61fff
Bugfix/fix unresolved account names in reports (#636)
* Fix unresolved account names

* Update changelog
2022-01-19 21:28:15 +01:00
Thomas Kaul
0a8d159f78
Bugfix/fix missing symbol profile data connection in import (#630)
* Fix missing symbol profile data connection in import

* Update changelog
2022-01-16 15:31:56 +01:00
Thomas Kaul
1a4109ebaa
Bugfix/fix fallback to load currencies directly from data provider (#629)
* Fix fallback

* Update changelog
2022-01-16 13:46:00 +01:00
Thomas Kaul
7df53896f3
Feature/start eliminating data source from order (#622)
* Start eliminating dataSource from order

* Update changelog
2022-01-11 19:49:45 +01:00
Thomas Kaul
b2b3fde80e
Bugfix/support multiple accounts with the same name (#623)
* Support multiple accounts with the same name

* Update changelog
2022-01-10 21:23:47 +01:00
Thomas Kaul
075431d868
Feature/add google sheets as data source (#620)
* Add google sheets as data source

* Update changelog
2022-01-08 18:19:25 +01:00
Thomas Kaul
07de8f87fc
Set market prices explicitly (#618)
* Set market prices explicitly

* Set comments explicitly
2022-01-07 08:09:12 +01:00
Thomas Kaul
9ac67b0af2
Feature/expose profile data gathering by symbol endpoint (#611)
* Expose profile data gathering by symbol endpoint

* Update changelog
2022-01-01 16:18:18 +01:00
Thomas Kaul
1e526852a7
Bugfix/fix mapping for russia in trackinsight data enhancer (#610)
* Fix mapping for Russia

* Update changelog
2022-01-01 13:55:53 +01:00
Thomas Kaul
e54638a684
Feature/improve analysis page (#609)
* Improve analysis page (show y-axis, extend chart in relation to days in market)

* Update changelog
2022-01-01 12:09:49 +01:00
Thomas Kaul
029b7bed9a
Bugfix/improve error handling in position api endpoint (#607)
* Add guards

* Update changelog
2021-12-31 22:00:58 +01:00
Thomas Kaul
cebf879d67
Feature/refactor demo user (#604)
* Refactor demo user id

* Update changelog
2021-12-31 09:52:03 +01:00
Thomas Kaul
d69a69ce18
Bugfix/fix exception with market state (#602)
* Fix exception with market state

* Update changelog
2021-12-30 22:19:08 +01:00
Thomas Kaul
6dcd801d05
Feature/extend statistics section with users in slack community (#596)
* Extend statistics with users in Slack community

* Update changelog
2021-12-29 18:38:55 +01:00
Thomas Kaul
438484879d
Bugfix/fix creation of historical data (#594)
* Fix creation of historical data (upsert instead of update)

* Update changelog
2021-12-29 17:03:37 +01:00
Thomas Kaul
9e1a7fc981
Feature/dividend (#547)
* 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
ff638adf03
Feature/add transactions to position detail dialog (#591)
* Add transactions to position detail dialog

* Update changelog
2021-12-28 17:45:04 +01:00
Thomas Kaul
db1d474ddf
Feature/more discreet data provider warning (#589)
* Upgrade http-status-codes to version 2.2.0

* Make the data provider warning more discreet

* Update changelog
2021-12-27 12:14:41 +01:00
Thomas Kaul
9d3610331a
Add guard (#582) 2021-12-26 10:07:51 +01:00
Thomas Kaul
0043b44670
Feature/improve data gathering for currencies (#581)
* Improve data gathering for currencies, add warning if it fails

* Update changelog
2021-12-26 09:15:10 +01:00
Thomas Kaul
bbc4e64cb4
Bugfix/filter currencies with null value (#579)
* Filter currencies with null value

* Update changelog
2021-12-25 17:08:56 +01:00
Thomas Kaul
8f583709ef
Feature/add support for cosmos and polkadot (#577)
* Add support for cryptocurrencies ATOM and DOT

* Update changelog
2021-12-25 14:23:07 +01:00
Thomas Kaul
4c30212a72
Feature/improve data gathering (#576)
* Eliminate benchmarks to gather

* Optimize 7d data gathering

* Update changelog
2021-12-25 14:18:46 +01:00
Thomas Kaul
3b9a8fabb5
Clean up (#574) 2021-12-24 18:42:30 +01:00
Valentin Zickner
5d39b267ab
write portfolio calculator test case for symbol BALN.SW (refs #554) (#572) 2021-12-24 17:52:08 +01:00
Thomas Kaul
ffaaa14dba
Feature/increase fear and greed index to 30 days (#571)
* Increase Fear & Greed index to 30 days

* Update changelog
2021-12-24 09:40:24 +01:00
Thomas Kaul
9f545e3e2b
Feature/add cryptocurrency solana (#563)
* Add support for Solana and clean up symbol conversion (SOL1USD)

* Update changelog
2021-12-20 21:24:58 +01:00
Thomas Kaul
1602f976f0
Feature/convert errors to warnings in portfolio calculator (#562)
* Convert errors to warnings

* Update changelog
2021-12-20 21:03:12 +01:00
Thomas Kaul
e78755c280
Replace OrderType with Type (prisma) (#560) 2021-12-19 16:52:35 +01:00
Thomas Kaul
ddce8cc7f9
Feature/support update of historical data (#557)
* Support update of historical data

* Update changelog
2021-12-19 10:57:50 +01:00
Thomas Kaul
e518bc3779
Feature/clean up all time high and low from performance endpoint (#551)
* Remove isAllTimeHigh / isAllTimeLow

* Update changelog
2021-12-18 09:20:42 +01:00
Thomas Kaul
eff807dd9a
Add tests for yahoo Finance symbol conversion (#550)
* Add tests for yahoo Finance symbol conversion

* Refactoring
2021-12-18 09:04:52 +01:00
Thomas Kaul
155bf67f60
Bugfix/fix symbol conversion from yahoo finance with hyphen (#549)
* Fix symbol conversion from Yahoo Finance

* Update changelog
2021-12-16 18:44:08 +01:00
Rafael Augusto de Oliveira
7439c1bf54
fix(custom-cryptocurrencies): add uniswap (uni3) (#541) 2021-12-13 22:25:09 +01:00
Thomas Kaul
e255b76053
Feature/check currency in import validation (#538)
* Check currency in import validation (avoid importing transactions in wrong currency)

* Update changelog
2021-12-13 19:45:23 +01:00
Thomas Kaul
ed7209fb53
Feature/remove transactions import limit (#536)
* Remove default transactions import limit

* Update changelog
2021-12-11 21:44:54 +01:00
Thomas Kaul
11076592d1
Do not log coupon code (#533) 2021-12-11 17:12:24 +01:00
Thomas Kaul
ebee851b23
Feature/support data gathering by symbol and date (#532)
* Support data gathering by symbol and date

* Update changelog
2021-12-11 11:45:13 +01:00
Thomas Kaul
78e0fdb0ca
Add coupon system (#529)
* Add coupon system

* Update changelog
2021-12-09 21:14:44 +01:00