723 Commits

Author SHA1 Message Date
helgehatt
b41eb60348
Fix chart tooltip of benchmark comparator (#3167)
* Fix chart tooltip of benchmark comparator

* Update changelog
2024-03-28 18:23:56 +01:00
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 (#3191)
* Upgrade @types/big.js to version 6.2.2

* Refactor imports
2024-03-25 08:34:30 +01:00
Thomas Kaul
87bf8df1c3
Bugfix/missing performance chart in presenter view (#3181)
* Fix missing performance chart in presenter view

* Update changelog
2024-03-23 19:41:28 +01:00
Thomas Kaul
8a062e03ab
Feature/add benchmark name to tooltip of benchmark comparator (#3177)
* Add benchmark name to chart tooltip

* Update changelog
2024-03-23 09:38:35 +01:00
Thomas Kaul
61ecd15f1d
Feature/change edit button to a in admin market data page (#3164)
* Change edit button to a

* Update changelog
2024-03-19 19:55:08 +01:00
Thomas Kaul
eb853f05ae
Feature/add support to delete asset profile from dialog (#3165)
* Add support to delete asset profile from dialog

* Update changelog
2024-03-19 19:27:16 +01:00
Thomas Kaul
6285417903
Feature/change grant private access with permissions to general availability (#3169)
* Change grant private access with permissions from experimental to general availability

* Update changelog
2024-03-19 19:25:43 +01:00
Thomas Kaul
ca674a654e
Feature/add symbol and isin to position detail dialog (#3163)
* Add symbol and ISIN

* Update translations

* Update changelog
2024-03-18 13:58:46 +01:00
Thomas Kaul
00c2ede85e
Feature/improve usability of platform and tag management (#3144)
* Improve usability

* Update changelog
2024-03-15 08:37:41 +01:00
helgehatt
a0ddd1f9b9
Fix date conversion in import of historical market data (#3117)
* Fix date conversion in import of historical market data

* Update changelog
2024-03-13 20:44:33 +01:00
Thomas Kaul
7a364472c8
Bugfix/fix liability issue in allocations (#3133)
* Remove liabilities from allocations calculation

* Update changelog
2024-03-11 20:16:56 +01:00
Thomas Kaul
eb75be8535
Optimize details endpoint (#3123)
* Make summary optional

* Introduce dedicated holdings endpoint

* Update changelog
2024-03-09 19:56:26 +01:00
Thomas Kaul
7a3237f1ff
Adapt style of inactive users (#3114) 2024-03-08 18:59:23 +01:00
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept (#3092)
* Integrate dividend into transaction point concept

* Update changelog
2024-03-07 20:07:50 +01:00
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept (#3084)
* 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)
* 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)
* Remove isDefault flag from Account database schema

* Update changelog
2024-02-24 19:44:56 +01:00
Thomas Kaul
48b412cfb8
Feature/harmonize setting of default locale (#3032)
* Harmonize setting of default locale

* Update changelog
2024-02-22 20:10:27 +01:00
Thomas Kaul
b62488628c
Prettify markup (#3029) 2024-02-21 09:58:15 +01:00
Thomas Kaul
e1371a8d2b
Clean up (#3018) 2024-02-18 12:27:34 +01:00
Thomas Kaul
448cea0b69
Feature/improve usability of holdings table (#3017)
* Improve usability

* Update changelog
2024-02-18 10:18:53 +01:00
Thomas Kaul
2518a8fd9d
Feature/add accounts tab to position detail dialog (#3012)
* Add accounts tab to position detail dialog

* Update changelog
2024-02-17 21:32:56 +01:00
Thomas Kaul
29cb83d469
Bugfix/improve x axis scale of dividend and investment timeline (#3010)
* Improve X-axis scale

* Update changelog
2024-02-16 20:03:20 +01:00
Thomas Kaul
e0d6d9e8ca
Migrate if / else to control flow (#3001) 2024-02-13 20:46:21 +01:00
Thomas Kaul
b758654158
Fix renew plan label (#2993) 2024-02-11 21:37:11 +01:00
Thomas Kaul
446c7cb517
Remove closing tags of mat-* components (#2989) 2024-02-11 18:12:16 +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)
* Introduce setting to disable data gathering

* Update changelog
2024-02-11 10:06:07 +01:00
Thomas Kaul
fcbf2f1645
Feature/remove lazy from name of activities table (#2978)
* Remove lazy from name

* Update translations
2024-02-09 18:48:05 +01:00
Thomas Kaul
9fe90273c7
Feature/move assistant to general availability (#2977)
* Move assistant from experimental to general availability

* Update changelog
2024-02-09 18:25:15 +01:00
Thomas Kaul
4078229fe6
Feature/add button to apply filters in assistant (#2971)
* Add apply filters button

* Update changelog
2024-02-09 09:45:54 +01:00
Martin Mui
e7d4641d13
Feature/reload data on logo click (#2959)
* Reload data on logo click

* Update changelog
2024-02-07 21:03:28 +01:00
Thomas Kaul
06ba7a4b1b
Feature/extend assistant by asset class selector (#2957)
* Remove tabs

* Add asset class selector

* Update changelog
2024-02-04 15:50:58 +01:00
Arshad Jamal
e82dcc8ace
Feature/fix export in lazy-loaded activities table (#2939)
* Fix export in lazy-loaded activities table

* Update changelog

---------

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
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
f3ee99fb2b
Feature/extend assistant by account selector (#2929)
* 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)
* Add support to grant private access with permissions

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-27 09:44:13 +01:00
Thomas Kaul
5c23ece62c
Feature/improve usability of benchmark management (#2904)
* Add icon

* Update changelog
2024-01-22 20:22:32 +01:00
Thomas Kaul
f2803aecbc
Add guard (#2898) 2024-01-21 11:14:44 +01:00
Hugo Persson
c918deeb1c
Feature/Support for editing countries and sectors (#2854)
* Add support for editing countries and sectors

* Update changelog
2024-01-17 11:40:02 +01:00
TobiasXy
1b2d2a9860
Feature/Add holdings tab to account detail dialog (#2853) (#2864)
* Feature/Add holdings tab to account detail dialog (#2853)

* Update changelog
2024-01-15 20:35:45 +01:00
Thomas Kaul
165ca94f5b
Feature/improve alignment in portfolio performance component (#2867)
* Improve alignment

* Update changelog
2024-01-14 17:05:42 +01:00
Thomas Kaul
256c020e88
Feature/improve indicator for delayed market data (#2862)
* Improve indicator for delayed market data

* Update changelog
2024-01-13 16:08:37 +01:00
Thomas Kaul
edfdc0c346
Feature/improve chart size in asset profile details dialog (#2849)
* Improve chart size

* Update changelog
2024-01-11 18:55:52 +01:00
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector (#2838)
* Extend assistant by tag selector

* Update changelog
2024-01-07 16:56:25 +01:00
Thomas Kaul
ac0f6f40cf
Remove closing tags (#2816) 2024-01-06 19:28:35 +01:00
Francisco Silva
62f85293e2
#2820 Grant private access (#2822)
* Grant private access

* Update changelog
2024-01-06 10:27:21 +01:00
Thomas Kaul
6a048cee85
Feature/add hint for twr to portfolio summary (#2824)
* Add hint for TWR

* Add TWR to README.md

* Update changelog
2024-01-06 09:31:59 +01:00