106 Commits

Author SHA1 Message Date
Thomas Kaul
a850e8ca22
Import dividend (#1560)
* Import dividend

* Update changelog
2023-01-07 18:20:02 +01:00
Thomas Kaul
b20fa55b79
Feature/add filters to analytics page (#1559)
* Add filters to analysis page

* Update changelog
2022-12-29 10:31:21 +01:00
Thomas Kaul
d545e4877c
Feature/improve activities import by preview step (#1540)
* Improve activities import

* Update changelog
2022-12-26 17:07:51 +01:00
Yash Solanki
a08610b603
Feature/improve activities import (#1531) 2022-12-26 16:26:51 +01:00
Thomas Kaul
49dcade964
Feature/add date of first activity to holdings (#1505)
* Add date of first activity

* Update changelog
2022-12-11 10:19:35 +01:00
Thomas Kaul
3a78d6c3f1
Feature/add dividend timeline (#1498)
* Add dividend timeline

* Update changelog

Co-Authored-By: João Pereira <joao@jpereira.me>
2022-12-10 11:54:49 +01:00
Thomas Kaul
292d345ce0
Feature/support manual currency for fee (#1490)
* Support manual currency for fee

* Update changelog
2022-12-03 18:22:19 +01:00
Thomas Kaul
b5b7af7741
Feature/improve asset profile management (#1485)
* Improve asset profile management (Add note, fix filter)

* Update changelog
2022-11-30 20:01:17 +01:00
Thomas Kaul
441b251536
Setup form (#1474)
* Setup form to patch asset profile (for symbolMapping)
2022-11-27 10:19:34 +01:00
Thomas Kaul
0d338bb083
Bugfix/fix dynamic decimal places for cryptocurrencies in position detail dialog (#1464)
* Fix dynamic decimal places

* Update changelog
2022-11-19 12:13:02 +01:00
Thomas Kaul
6d12c27f9c
Feature/rename transactions to activities page (#1424)
* Rename transactions to activities

* Update changelog
2022-11-05 10:42:40 +01:00
Mitchell
fca0a688b6
parse csv date in ISO format (#1303)
* Handle various date formats

* Update changelog

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2022-10-28 11:26:19 +02:00
Thomas Kaul
64a7d38ff9
Add more translations (#1394) 2022-10-23 10:28:08 +02:00
Thomas Kaul
a65424aafa
Feature/add total amount chart to investment timeline (#1344)
* Add total amount chart

* Update changelog
2022-10-15 17:45:34 +02:00
Thomas Kaul
3fc2228f1d
Feature/switch to new performance calculation (#1336)
* Switch to new performance calculation

* Update changelog
2022-10-08 13:20:52 +02:00
Thomas Kaul
c2df99072d
Feature/refactor filters (#1299)
* Refactor filters

Co-Authored-By: Zakaria YAHI <9142557+ZakYahi@users.noreply.github.com>
2022-10-07 20:39:29 +02:00
Thomas Kaul
f01a3f893d
Exclude accounts (#1289)
* Exclude accounts

* Update changelog
2022-09-25 18:02:46 +02:00
Thomas Kaul
7667af059c
Feature/combine performance and chart calculation (#1285)
* Combine performance and chart calculation endpoints

* Update changelog
2022-09-24 13:12:40 +02:00
Thomas Kaul
fc4bb71184
Feature/migrate date range setting to user settings (#1239)
* Migrate date range to user settings

* Refactor currency and view mode in the user user settings

* Update changelog
2022-09-10 11:38:06 +02:00
Thomas Kaul
3ad99c9991
Add data management (#1230)
* Add data management for benchmarks
2022-09-06 20:39:27 +02:00
Thomas Kaul
3b2f13850c
Feature/improve chart calculation (#1226)
* Improve chart calculation

* Update changelog
2022-09-03 21:41:06 +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
c456a8bcfe
Release/1.179.3 (#1147)
* Clean up

* Release 1.179.3
2022-08-13 20:33:43 +02:00
Thomas Kaul
e4e0a7d9f0
Release 1.179.1 (#1144) 2022-08-13 12:16:39 +02:00
Thomas Kaul
eee1f1c722
Feature/add page titles (#1114)
* Add page titles

* Update changelog
2022-07-30 21:26:08 +02:00
Thomas Kaul
d887de50d2
Feature/setup internet identity (#1080)
* Setup Internet Identity as social login provider

* Update changelog
2022-07-22 19:55:33 +02:00
Thomas Kaul
60e2aff488
Extend investment timeline by month (#1066)
* Extend investment timeline grouped by month

* Update changelog
2022-07-09 21:18:05 +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
df6bb489c2
Feature/improve onboarding for ios (#1035)
* Improve onboarding for iOS

* Update changelog
2022-06-22 20:30:03 +02:00
Thomas Kaul
557e3a0676
Feature/migrate historical market data gathering to queue design pattern (#991)
* Migrate historical market data gathering to queue

* Filter and delete jobs

* Detect duplicate jobs

* Update changelog
2022-06-11 13:40:15 +02:00
Thomas Kaul
2abe399ebd
Bugfix/force reload accounts of user after change (#994)
* Force reload of accounts after change

* Update changelog
2022-06-11 12:56:34 +02:00
Thomas Kaul
7cf0cdc4ce
Feature/add jobs of queue to admin control panel (#987)
* Add jobs of queue to admin control panel

* Update changelog
2022-06-05 19:00:20 +02:00
Thomas Kaul
2c4c16ec99
Feature/extend markets overview by benchmarks (#953)
* Add benchmarks to markets overview

* Update changelog
2022-05-26 18:59:29 +02:00
Thomas Kaul
ae8a203526
Add type (#939) 2022-05-22 21:14:22 +02:00
Thomas Kaul
5cb6e5dec6
Feature/support filtering by asset class on the allocations page (#926)
* Support filtering by asset class

* Update changelog
2022-05-16 21:49:22 +02:00
Thomas Kaul
160335302a
Feature/group filters by type (#922)
* Add groups to activities filter component

* Update changelog
2022-05-15 21:51:31 +02:00
Thomas Kaul
16dd8f7652
Feature/refactor filters with interface (#883)
* Refactor filtering with an interface

* Filter by accounts

* Update changelog
2022-05-07 11:44:29 +02:00
Thomas Kaul
4dc76817ce
Bugfix/fix import validation for numbers equal zero (#875)
* Fix import validation for numbers equal 0

* Update changelog
2022-04-29 13:10:45 +02:00
Thomas Kaul
bad9d17c44
Setup allocations page and endpoint (#859)
* Setup tagging system

* Update changelog
2022-04-24 16:23:03 +02:00
Thomas Kaul
056b318d86
Bugfix/fix end date in ics files (#841)
* Fix end date

* Update changelog
2022-04-18 11:31:16 +02:00
Thomas Kaul
6e7cf0380b
Feature/export single draft (#835)
* Export single draft

* Update changelog
2022-04-16 11:33:01 +02:00
Thomas Kaul
8526b5a027
Feature/export draft activities as ics (#830)
* Export draft activities as ICS

* Update changelog
2022-04-15 10:53:40 +02:00
Thomas Kaul
1214127ec0
Feature/rename orders to activities in import and export (#786)
* Rename orders to activities

* Update changelog
2022-04-02 10:26:17 +02:00
Thomas Kaul
6762572658
Feature/setup api versioning (#783)
* Setup API versioning

* Update changelog
2022-04-02 08:46:24 +02:00
Thomas Kaul
86acbf06f4
Feature/add data provider errors to api response (#738)
* Add data provider error details

* Update changelog
2022-03-05 11:00:02 +01:00
Thomas Kaul
b3e58d182a
Feature/add support for click in portfolio proportion chart (#729)
* Add support for click

* Update changelog
2022-02-28 21:35:52 +01:00
Thomas Kaul
76f70598e2
Feature/add support for wealth items (#666)
* Add support for wealth items

* Update changelog
2022-02-10 09:39:10 +01:00
Thomas Kaul
48b524de5a
Feature/add export functionality to position detail dialog (#672)
* Add export functionality to the position detail dialog

* Respect filters in activities export

* Update changelog
2022-02-05 20:26:10 +01:00
Thomas Kaul
dc424a86ec
Feature/support deleting symbol profile data (#669)
* Add support for deleting symbol profile data

* Update changelog
2022-02-03 20:56:39 +01:00
Thomas Kaul
161cb82820
Bugfix/fix data source of fear and greed index (#663)
* Encode data source

* Update changelog
2022-02-02 20:07:33 +01:00