Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
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* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-03-16 14:20:58 +01:00
Thomas Kaul
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
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* Fix total dividend calculation
* Update changelog
2024-03-16 10:04:57 +01:00
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
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* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
2024-03-09 19:56:26 +01:00
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities ( #3118 )
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* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
2024-03-09 11:07:01 +01:00
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
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* Integrate dividend into transaction point concept
* Update changelog
2024-03-07 20:07:50 +01:00
Gerard Du Pre
77358eed65
Feature/Include user role in admin endpoint ( #3107 )
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* Include user role in admin endpoint
2024-03-07 19:38:57 +01:00
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
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* Integrate (wealth) items into transaction point concept
* Update changelog
2024-03-02 14:29:03 +01:00
Thomas Kaul
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
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* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
2024-02-24 19:58:13 +01:00
Thomas Kaul
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
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* Remove isDefault flag from Account database schema
* Update changelog
2024-02-24 19:44:56 +01:00
Thomas Kaul
78b3328bf7
Add activities count ( #3005 )
2024-02-15 10:25:47 +01:00
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
2024-02-11 17:50:18 +01:00
Thomas Kaul
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
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* Introduce setting to disable data gathering
* Update changelog
2024-02-11 10:06:07 +01:00
Thomas Kaul
893e76f83f
Feature/provide data provider info in search ( #2958 )
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* Provide data provider info in search
* Update changelog
2024-02-05 19:55:39 +01:00
Thomas Kaul
c9237146e2
Feature/add investment value to chart ( #2948 )
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* Add investment value to chart
* Update changelog
2024-02-03 09:23:19 +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
7b45a8b3fc
Introduce type ( #2885 )
2024-01-16 19:42:39 +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
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
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
af71274ea9
Feature/remove account type enum ( #2832 )
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* Remove AccountType enum
* Update changelog
2024-01-06 14:19:42 +01:00
Francisco Silva
62f85293e2
#2820 Grant private access ( #2822 )
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* Grant private access
* Update changelog
2024-01-06 10:27:21 +01:00
Thomas Kaul
e465f1b791
Feature/add support to edit currency of asset profile with data source manual ( #2789 )
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* Add support to edit currency
* Update changelog
2023-12-29 19:55:51 +01:00
gizmodus
b183c45027
Time weighted portfolio performance calculation ( #2778 )
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* Implement time weighted portfolio performance calculation
* Update changelog
2023-12-27 15:55:35 +01:00
Thomas Kaul
ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview ( #2740 )
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* Highlight all time high
* Update changelog
2023-12-11 19:45:30 +01:00
Thomas Kaul
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
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* Extend performance endpoint by net worth per day
* Update changelog
2023-11-26 21:17:15 +01:00
Thomas Kaul
1586cd3a59
Feature/change twitter to x ( #2654 )
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* Change Twitter to X
* Update changelog
2023-11-15 21:20:51 +01:00
Aldrin
aa72287d54
Extend benchmarks in the markets overview by 50-Day and 200-Day trends ( #2575 )
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* Extend benchmarks in the markets overview by 50-Day and 200-Day trends
* Update changelog
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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-11-15 20:25:16 +01:00
Thomas Kaul
12aac101bd
Feature/extend system message ( #2628 )
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* Extend system message
* Update changelog
2023-11-09 19:23:36 +01:00
Thomas Kaul
5272407af8
Feature/extend personal finance tools pages 20231104 ( #2587 )
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* Introduce alias
* Add Rocket Money
* Add 8FIGURES
2023-11-04 10:17:17 +01:00
Thomas Kaul
e69c7a753c
Feature/add edit exchange rate button to admin control ( #2577 )
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* Ad edit button
* Update changelog
2023-11-02 19:35:03 +01:00
Aldrin
96b5dcfaf8
Create reusable currency selector component using mat-autocomplete ( #2487 )
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* Create reusable currency selector component using mat-autocomplete
* Update changelog
2023-10-23 20:30:05 +02:00
Thomas Kaul
30e561c06f
Feature/extend assistant with search for asset profile ( #2499 )
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* Extend assistant with search for asset profile
* Extend search results by currency, symbol and asset sub class
* Update changelog
2023-10-16 21:54:36 +02:00
Pavol Kolcun
7ae49eb839
Add endpoint for account balances ( #2484 )
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* Add endpoint for account balances
* Update changelog
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Co-authored-by: Pavol Kolcun <pavol.kolcun@student.tuke.sk>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-15 17:09:47 +02:00
Kevin
6c66033eb4
Add date to markets overview by benchmarks ( #2436 )
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* Add date
* Update changelog
2023-10-10 17:31:53 +02:00
Kevin
37ff7acf04
Change platform control from select to autocomplete in account dialog ( #2429 )
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* Change platform control from select to autocomplete in account dialog
* Update changelog
2023-10-08 19:17:55 +02:00
Thomas Kaul
8236091477
Feature/add support for search query in portfolio position endpoint ( #2443 )
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* Introduce search query filter
* Update changelog
2023-10-07 19:30:28 +02:00
Siddharth Singh
d9a6c22e1e
Add application version to admin endpoint ( #2423 )
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* Add application version to admin endpoint
* Update changelog
2023-10-04 16:15:08 +02:00
Thomas Kaul
6744245d8b
Feature/extend personal finance tools pages 20230922 ( #2369 )
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* Extend pages
* Refactoring
2023-09-22 20:04:40 +02:00
Thomas Kaul
b12349a148
Feature/add support for interest on account level ( #2354 )
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* Add support for interest
* Update changelog
2023-09-19 20:37:04 +02:00
Thomas Kaul
ab691bb27a
Feature/remove account type from user interface ( #2335 )
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* 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 )
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* Fix cash position rows
* Update changelog
2023-08-17 20:23:23 +02:00
Thomas Kaul
622bb8b0cf
Feature/add allocations by market chart ( #2171 )
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* Add allocations by (advanced) market
* Fix public page
* Update changelog
2023-07-24 20:04:34 +02:00
Thomas Kaul
cd67ce82fa
Feature/rename queries to presets in market data table of admin control ( #2165 )
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* Rename queries to presets
* Update changelog
2023-07-21 11:40:49 +02:00
Thomas Kaul
bdf72164b1
Feature/break down emergency fund by cash and assets ( #2159 )
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* Break down emergency fund in cash and assets
* Update changelog
2023-07-19 11:30:48 +02:00
Thomas Kaul
455a2d2e92
Refactor value to valueInBaseCurrency ( #2160 )
2023-07-18 21:29:08 +02:00
Thomas Kaul
68a9a7f6f9
Feature/add queries to market data table in admin control ( #2153 )
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* Add queries
* ETF_WITHOUT_COUNTRIES
* ETF_WITHOUT_SECTORS
* Update changelog
2023-07-15 17:54:16 +02:00
Thomas Kaul
c25f532487
Improve product pages ( #2143 )
2023-07-11 21:40:45 +02:00
Thomas Kaul
2d23c566f1
Feature/setup personal finance tools pages ( #2135 )
2023-07-09 10:42:10 +02:00
Thomas Kaul
e62da06c5c
Feature/extend scraper configuration support ( #2110 )
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* Extend scraper configuration support
* Update changelog
2023-07-01 11:08:10 +02:00
