Thomas Kaul
c4499df74c
Feature/add wealthy tracker ( #3510 )
...
* Add Wealthy Tracker
2024-06-23 10:22:35 +02:00
Eduardo Marinho
ff121243e4
Feature/extend asset profile for currency ( #3495 )
...
* Extend asset profile for currency
* Update changelog
2024-06-22 09:54:23 +02:00
Thomas Kaul
6c2acf2aa6
Feature/set up ssl for local development ( #3482 )
...
* Set up SSL for local development
* Update changelog
2024-06-15 10:53:20 +02:00
Thomas Kaul
519827045a
Feature/add dialog for benchmarks in markets overview ( #3493 )
...
* Add benchmarks dialog in markets overview
* Update changelog
2024-06-15 09:49:54 +02:00
Thomas Kaul
bf20a5de82
Feature/improve date validation in activity endpoints ( #3489 )
...
* Improve date validation
* Update changelog
2024-06-14 03:40:47 +02:00
Eduardo Marinho
873fd53715
Feature/extend market data with currencies preset by activities count and date ( #3460 )
...
* Extend market data with currencies preset by activities count and date
* Update changelog
2024-06-12 20:28:55 +02:00
Thomas Kaul
cc92592d86
Feature/refactor personal finance tools section ( #3478 )
...
* Refactoring
2024-06-11 11:57:24 +02:00
Thomas Kaul
23e4d5454d
Feature/improve allocations by etf holding ( #3467 )
...
* Improve allocations by ETF holding
* Update changelog
2024-06-08 11:17:27 +02:00
Thomas Kaul
8a9ae9bb33
Feature/allocations by etf holding ( #3464 )
...
* Setup allocations by ETF holding
* Update changelog
2024-06-07 21:45:07 +02:00
Eduardo Marinho
1a0cb561cd
Feature/add ability to close user account ( #3444 )
...
* Add ability to close user account
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-06-04 15:07:06 +02:00
Thomas Kaul
c009f8c12f
Feature/add data provider info to asset profile details dialog ( #3434 )
...
* Add data provider info to asset profile details dialog
* Update changelog
2024-06-01 10:55:42 +02:00
Eduardo Marinho
60ef46accf
Bugfix/fix state handling of currency selector component ( #2795 ) ( #3429 )
...
* Fix state handling of currency selector component
* Update changelog
2024-06-01 10:53:02 +02:00
Thomas Kaul
b12ac1fe84
Feature/simplify module imports of api ( #3443 )
...
* Simplify module imports
2024-06-01 10:02:43 +02:00
Thomas Kaul
2090db1199
Feature/increase number of attempts of queue jobs ( #3376 )
...
* Increase number of attempts
* Update changelog
2024-05-07 20:48:02 +02:00
Thomas Kaul
f2cb671c7f
Feature/optimize get porfolio details endpoint ( #3366 )
...
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
2024-05-04 15:53:02 +02:00
Thomas Kaul
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
...
* Set up caching
* Update changelog
2024-04-27 15:35:28 +02:00
Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
...
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
2024-04-23 18:55:37 +02:00
Thomas Kaul
39bd4a349b
Feature/improve chart in account detail dialog ( #3314 )
...
* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
2024-04-21 17:11:53 +02:00
Bastien Jeannelle
dfacbed66d
Feature/add support to create account cash balances ( #3260 )
...
* Add support to create account cash balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-04-20 11:00:00 +02:00
Thomas Kaul
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
...
* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
2024-04-14 08:12:32 +02:00
Thomas Kaul
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
...
* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
2024-04-13 11:07:18 +02:00
Thomas Kaul
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
...
* Adapt priorities of data gathering jobs
* Update changelog
2024-04-13 09:28:14 +02:00
Thomas Kaul
51203ec96e
Feature/setup chinese ( #3220 )
...
* Set up chinese
* Update changelog
2024-03-31 10:46:30 +02:00
Thomas Kaul
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
...
* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
2024-03-30 13:06:42 +01:00
Thomas Kaul
5ffc39c32f
Feature/improve usability to delete asset profile ( #3208 )
...
* Disable delete button for benchmarks
* Update changelog
2024-03-30 11:23:59 +01:00
Thomas Kaul
88a9b518f6
Bugfix/fix issue with overridden names in activities table ( #3200 )
...
* Fix issue with overridden names
* Update changelog
2024-03-29 09:50:04 +01:00
Christoph Califice
0edebe30e1
Feature/Add user account currency to export ( #3194 )
...
* Add user account currency to export
* Update changelog
2024-03-27 18:08:34 +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
7e28e42995
Feature/exclude fees from holdings ( #3160 )
2024-03-16 18:59:23 +01:00
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
...
* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
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 )
...
* Fix total dividend calculation
* Update changelog
2024-03-16 10:04:57 +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
bc8d8309d4
Improve handling of future liabilities ( #3118 )
...
* 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 )
...
* 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 )
...
* 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 )
...
* Integrate (wealth) items into transaction point concept
* Update changelog
2024-03-02 14:29:03 +01:00
Thomas Kaul
8a49a04324
Feature/improve usability of benchmarks in markets overview ( #3077 )
...
* Improve icons, localize label
* Update changelog
2024-03-02 09:48:53 +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
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
ef9d77312e
Introduce renewal-early-bird ( #2982 )
2024-02-11 12:33:34 +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
893e76f83f
Feature/provide data provider info in search ( #2958 )
...
* 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 )
...
* 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 )
...
* 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
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
...
* Format name
* Update changelog
2024-01-26 22:37:47 +01:00
Cédric Meuter
4e9e3f7b6b
Feature/Add wtd and mtd as possible values for date range ( #2902 )
...
* 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
