sudacode/ghostfolio
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53 Commits

Author SHA1 Message Date
Thomas
b7d950f3f9
Bugfix/fix missing market state in positions (#250) 
* Fix missing market state in positions

* Update changelog
 2021-08-04 17:55:34 +02:00
Thomas
4bd41ffa41
Feature/eliminate name from timeline position (#245) 
* Eliminate name from timeline position: Get the name from the symbolProfileService instead

* Update changelog
 2021-08-01 20:43:12 +02:00
Thomas
423ceec317
Feature/remove symbol icon from dialog header (#244) 
* Remove symbol icon from dialog header

* Clean up code
 2021-08-01 17:26:39 +02:00
Valentin Zickner
5b4a1785ae
fix investment values for portfolio.service.ts (#243) 
* fix investment values for portfolio.service.ts

* Update changelog

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-08-01 16:26:25 +02:00
Thomas
823501f43e
Sort imports (#242) 2021-08-01 09:41:44 +02:00
Valentin Zickner
331ac7ded2
remove unused method in portfolio.service.ts (#240) 
Co-authored-by: Valentin Zickner <github@zickner.ch>
 2021-08-01 09:39:41 +02:00
Valentin Zickner
23b2e03923 refactor rule evaluation 2021-08-01 00:55:10 +02:00
Valentin Zickner
04e6518226 move report generation to PortfolioService 2021-08-01 00:55:10 +02:00
Thomas
21570cca19 Fix impersonation in performance endpoint 2021-08-01 00:55:10 +02:00
Valentin Zickner
71a3115fc6 refactor get position endpoint 
Co-authored-by: Thomas <dotsilver@gmail.com>
 2021-08-01 00:55:10 +02:00
Valentin Zickner
de83dc7b84 create investment endpoint for analysis timeline 
Co-authored-by: Thomas <dotsilver@gmail.com>
 2021-08-01 00:55:10 +02:00
Valentin Zickner
4a0695613e refactor PortfolioService#getOverview 
Co-authored-by: Thomas <dotsilver@gmail.com>
 2021-08-01 00:55:10 +02:00
Valentin Zickner
d23addb673 change getDetails to portfolio-calculator.ts 
Co-authored-by: Thomas <dotsilver@gmail.com>
 2021-08-01 00:55:10 +02:00
Valentin Zickner
9c51a257ae fix performance of combination of investments 2021-08-01 00:55:10 +02:00
Thomas
ec5523b459 Handle empty portfolio 2021-08-01 00:55:10 +02:00
Thomas
c8c21a016a Handle empty portfolio 2021-08-01 00:55:10 +02:00
Thomas
cbdb68e2f8 Refactoring 2021-08-01 00:55:10 +02:00
Thomas
39cba0a8eb Refactoring 2021-08-01 00:55:10 +02:00
Thomas
a90c314e30 Refactoring 2021-08-01 00:55:10 +02:00
Thomas
cbb81916ee Sort imports 2021-08-01 00:55:10 +02:00
Valentin Zickner
9b1e9397a8 add errors in case gross performance is not set 2021-08-01 00:55:10 +02:00
Valentin Zickner
b779964adb add error handling to performance aggregation 2021-08-01 00:55:10 +02:00
Valentin Zickner
dc84abdc0a change performance report to portfolio calculator 2021-08-01 00:55:10 +02:00
Valentin Zickner
ea66081073 move interfaces to separate files 2021-08-01 00:55:10 +02:00
Valentin Zickner
34c13c80ec add error handling for current positions 2021-08-01 00:55:10 +02:00
Valentin Zickner
993f066e08 remove console.time statements during portfolio calls 2021-08-01 00:55:10 +02:00
Valentin Zickner
852902d1ab add current position calculation with holding period return calculation 2021-08-01 00:55:10 +02:00
Thomas
ee89822bfe Fix tests 2021-08-01 00:55:10 +02:00
Thomas
e0435e5cad Add name to position 2021-08-01 00:55:10 +02:00
Thomas
1226c26a9d Refactor positions 2021-08-01 00:55:10 +02:00
Valentin Zickner
04e03bd080 add multi-date fetch for current values 2021-08-01 00:55:10 +02:00
Thomas
b4dc21dd61 Implement new positions endpoint 2021-08-01 00:55:10 +02:00
Valentin Zickner
8a482e63b9 fix gross performance number type 2021-08-01 00:55:10 +02:00
Valentin Zickner
cbe079ae66 ignore missing values 2021-08-01 00:55:10 +02:00
Valentin Zickner
8e4ee7feea optimize order loading 2021-08-01 00:55:10 +02:00
Valentin Zickner
f1b3c61675 add additional time measurements 2021-08-01 00:55:10 +02:00
Thomas
7dac059a55 Sort imports 2021-08-01 00:55:10 +02:00
Valentin Zickner
cfee6c1ddd add draft integration of new portfolio calculator to chart 2021-08-01 00:55:10 +02:00
Thomas
f403807f2d
Bugfix/fix average buy price calculation (#204) 
* Fix average buy price calculation

* Update changelog
 2021-07-10 18:16:46 +02:00
Thomas
f22991b090
Feature/respect cash balance in analysis (#203) 
* Respect cash balance in in analysis

* Update changelog
 2021-07-10 14:57:03 +02:00
Thomas
2c19d8c8e7
Feature/add balance to account (#193) 
* Add balance attribute and calculate total balance

* Update changelog
 2021-07-07 21:23:36 +02:00
Thomas
92d321a001
Drafts for orders (#187) 
* Render the future with a dashed border

* Update changelog
 2021-07-03 11:32:03 +02:00
Thomas
6a03120225
Feature/add symbol profile model (#148) 
* Add symbol profile model and positions by country chart

* Add positions by continent chart

* Fix tests

* Extend seed

* Update changelog
 2021-06-06 15:31:28 +02:00
Thomas
ef272360fb
Feature/render average prices in position detail chart (#144) 
* Render average buy prices

* Update changelog
 2021-06-05 17:17:53 +02:00
Thomas
11b2379d98
Feature/respect data source in data gathering (#107) 
* Respect data source in data gathering

* Update changelog

* optimize fetching from multiple data sources (#123)

* optimize fetching from multiple data sources

* improve performance by executing data gathering promises in parallel

* removed unused imports

* rename hasHistoricalData to canHandle

* Sort imports

* Clean up

Co-authored-by: Valentin Zickner <3200232+vzickner@users.noreply.github.com>
 2021-05-27 20:50:10 +02:00
Thomas
8e13f6ef9b
Bugfix/fix performance chart (#119) 
* Fix value of performance chart

* Update changelog
 2021-05-24 16:24:54 +02:00
Thomas
abd0e08566
Introduce @ghostfolio/common lib (#102) 2021-05-16 22:11:14 +02:00
Thomas
c973ffd3ba
Feature/reorganize helper lib (#100) 
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
90a2fea7d6
Feature/create and update accounts (#60) 
* 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) 
* Extend position detail dialog

* Absolute change
* Number of transactions
 2021-04-30 21:08:43 +02:00