Arshad Jamal
e82dcc8ace
Feature/fix export in lazy-loaded activities table ( #2939 )
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* Fix export in lazy-loaded activities table
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-29 19:37:09 +01:00
Thomas Kaul
40b6777814
Add upgrade plan button ( #2937 )
2024-01-28 09:58:38 +01:00
Thomas Kaul
be93ca8968
Feature/migrate allocations page to work with filters of assistant ( #2933 )
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* Migrate portfolio allocations to work with filters of assistant
* Update changelog
2024-01-28 09:20:32 +01:00
Thomas Kaul
0436cc6487
Migrate ngx-skeleton-loader components to self-closing tags ( #2935 )
2024-01-28 08:51:02 +01:00
Thomas Kaul
857708dc4d
Migrate gf-* components to self-closing tags ( #2934 )
2024-01-28 08:50:43 +01:00
Thomas Kaul
1ca4f885b0
Feature/migrate holdings page to work with filters of assistant ( #2932 )
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* Migrate portfolio holdings to work with filters of assistant
* Update changelog
2024-01-27 19:28:13 +01:00
Thomas Kaul
29423efea3
Update translations ( #2930 )
2024-01-27 10:53:19 +01:00
Thomas Kaul
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
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* Add account selector to assistant
* Update changelog
2024-01-27 10:48:46 +01:00
Francisco Silva
3df8810412
Feature/Add support to grant private access with permissions ( #2870 )
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* Add support to grant private access with permissions
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-27 09:44:13 +01:00
Thomas Kaul
b8ca88c6df
Add auto-renewal ( #2920 )
2024-01-27 08:46:27 +01:00
Thomas Kaul
9fdbd22cb5
Bugfix/fix activities import for manual data source ( #2923 )
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* Fix import
* Update changelog
2024-01-27 08:41:45 +01:00
Thomas Kaul
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
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* Format name
* Update changelog
2024-01-26 22:37:47 +01:00
Thomas Kaul
50fb82a6e6
Extend personal finance tools ( #2925 )
2024-01-26 22:37:26 +01:00
Thomas Kaul
2c10cd7edf
Bugfix/remove holdings with incomplete data from top3 bottom3 performers ( #2921 )
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* Remove holdings with incomplete data
* Update changelog
2024-01-26 08:35:23 +01:00
Thomas Kaul
bbde86c66e
Feature/improve language localization for de 20240124 ( #2918 )
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* Update translations
* Update changelog
2024-01-25 21:11:07 +01:00
Thomas Kaul
b39c97ab9f
Bugfix/improve validation for non numeric results in eod service ( #2916 )
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* Improve validation of non-numeric numbers
* Update changelog
2024-01-24 12:24:38 +01:00
Thomas Kaul
09ce8b1cd0
Feature/add support for importing dividends from eod ( #2910 )
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* Add support for importing dividends
* Update changelog
2024-01-23 15:48:09 +01:00
Cédric Meuter
a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
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* Add date range selector including WTD and MTD to assistant
* Update changelog
2024-01-23 11:57:37 +01:00
Thomas Kaul
5c23ece62c
Feature/improve usability of benchmark management ( #2904 )
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* Add icon
* Update changelog
2024-01-22 20:22:32 +01:00
Cédric Meuter
4e9e3f7b6b
Feature/Add wtd and mtd as possible values for date range ( #2902 )
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* Add `wtd` and `mtd` as possible values for date range
'wtd': week-to-date (from the start of the week)
'mtd': month-to-date (from the start of the month)
* Update changelog
2024-01-21 16:51:30 +01:00
Thomas Kaul
f2803aecbc
Add guard ( #2898 )
2024-01-21 11:14:44 +01:00
Thomas Kaul
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
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* Improve handling of derived currencies
* Update changelog
2024-01-21 11:12:48 +01:00
Thomas Kaul
6167f105fe
Refactoring ( #2897 )
2024-01-21 10:27:10 +01:00
Thomas Kaul
8d5f2fd91d
Fix fee conversion ( #2896 )
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* Fix fee conversion
* Update changelog
2024-01-21 10:24:43 +01:00
Thomas Kaul
4ac661fb94
Feature/improve language localization for de 20240120 ( #2894 )
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* Improve translations
* Update changelog
2024-01-21 10:16:18 +01:00
Thomas Kaul
e763bfb2e2
Feature/improve labels in portfolio evolution chart and investment timeline ( #2892 )
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* Improve labels
* Update changelog
2024-01-20 09:15:05 +01:00
Thomas Kaul
0ee632470e
Improve typings ( #2889 )
2024-01-17 18:06:53 +01:00
Hugo Persson
c918deeb1c
Feature/Support for editing countries and sectors ( #2854 )
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* Add support for editing countries and sectors
* Update changelog
2024-01-17 11:40:02 +01:00
Thomas Kaul
00895b7bb1
Feature/increase timeout to load historical data in data provider service ( #2887 )
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* Increase timeout to load historical data
* Update changelog
2024-01-16 22:31:28 +01:00
Thomas Kaul
bff60ddbe0
Feature/improve asset profile validation in activities import for manual data source ( #2886 )
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* Improve asset profile validation for MANUAL data source
* Update changelog
2024-01-16 21:21:51 +01:00
Thomas Kaul
7b45a8b3fc
Introduce type ( #2885 )
2024-01-16 19:42:39 +01:00
Thomas Kaul
693791d113
Feature/add validation of search results in eod historical data service ( #2883 )
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* Validate currency
* Update changelog
2024-01-16 18:03:31 +01:00
TobiasXy
1b2d2a9860
Feature/Add holdings tab to account detail dialog ( #2853 ) ( #2864 )
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* Feature/Add holdings tab to account detail dialog (#2853 )
* Update changelog
2024-01-15 20:35:45 +01:00
Thomas Kaul
74ca058364
Extend pricing page section ( #2876 )
2024-01-15 19:40:27 +01:00
Thomas Kaul
ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes ( #2875 )
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* Always get quotes (with fallback to historical data)
* Update changelog
2024-01-15 19:02:00 +01:00
Thomas Kaul
440dc470fa
Bugfix/fix currency inconsistency with conversion of ZAR to ZAc ( #2869 )
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* Fix conversion from ZAR to ZAc
* Update changelog
2024-01-14 17:22:03 +01:00
Thomas Kaul
165ca94f5b
Feature/improve alignment in portfolio performance component ( #2867 )
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* Improve alignment
* Update changelog
2024-01-14 17:05:42 +01:00
Thomas Kaul
c418e75139
Bugfix/fix currency in error log in exchange rate data service ( #2868 )
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* Fix currency
* Update changelog
2024-01-14 10:36:32 +01:00
Thomas Kaul
005890d785
Improve extractNumberFromString() for international number formats ( #2843 )
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* Set up test
* Add support for international formatted numbers
* Expose locale in scraper configuration
* Update changelog
2024-01-13 16:17:38 +01:00
Thomas Kaul
256c020e88
Feature/improve indicator for delayed market data ( #2862 )
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* Improve indicator for delayed market data
* Update changelog
2024-01-13 16:08:37 +01:00
Thomas Kaul
5fa3388609
Feature/break down performance into asset and currency ( #2863 )
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* Break down performance into asset and currency
* Nullify values
* Update changelog
2024-01-13 14:23:00 +01:00
gizmodus
be801b481e
Feature/Add exchange rate effects to portfolio calculation ( #2834 )
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* Add exchange rate effects to portfolio calculation
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-13 13:07:33 +01:00
Thomas Kaul
a72e98f73c
Add AllInvestView ( #2861 )
2024-01-13 13:06:18 +01:00
Thomas Kaul
edfdc0c346
Feature/improve chart size in asset profile details dialog ( #2849 )
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* Improve chart size
* Update changelog
2024-01-11 18:55:52 +01:00
Thomas Kaul
a47829082e
Bugfix/fix hidden fifth tab on mobile ( #2848 )
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* Fix hidden fifth tab
* Update changelog
2024-01-09 08:28:01 +01:00
Thomas Kaul
dc8b60eeb1
Rename "Jobs" to "Job Queue" ( #2847 )
2024-01-08 20:21:13 +01:00
Thomas Kaul
7755a6b655
Update translations ( #2841 )
2024-01-07 17:13:19 +01:00
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
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* Extend assistant by tag selector
* Update changelog
2024-01-07 16:56:25 +01:00
Thomas Kaul
2a4d7bf14f
Feature/improve language localization for de 20240106 ( #2837 )
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* Update translations
* Update changelog
2024-01-07 16:52:02 +01:00
Thomas Kaul
d49287922f
Feature/refresh cryptocurrencies list 20240106 ( #2835 )
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* Update cryptocurrencies.json
* Update changelog
2024-01-06 19:29:03 +01:00
