Thomas
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94d2310217
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Bugfix/fix spike of positions with differing currency of user (#248)
* Convert market price back to currency of position
* Update changelog
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2021-08-04 20:43:00 +02:00 |
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Thomas
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b7d950f3f9
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Bugfix/fix missing market state in positions (#250)
* Fix missing market state in positions
* Update changelog
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2021-08-04 17:55:34 +02:00 |
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Thomas
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4bd41ffa41
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Feature/eliminate name from timeline position (#245)
* Eliminate name from timeline position: Get the name from the symbolProfileService instead
* Update changelog
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2021-08-01 20:43:12 +02:00 |
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Thomas
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423ceec317
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Feature/remove symbol icon from dialog header (#244)
* Remove symbol icon from dialog header
* Clean up code
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2021-08-01 17:26:39 +02:00 |
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Valentin Zickner
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5b4a1785ae
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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>
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2021-08-01 16:26:25 +02:00 |
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Thomas
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823501f43e
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Sort imports (#242)
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2021-08-01 09:41:44 +02:00 |
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Valentin Zickner
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331ac7ded2
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remove unused method in portfolio.service.ts (#240)
Co-authored-by: Valentin Zickner <github@zickner.ch>
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2021-08-01 09:39:41 +02:00 |
|
Valentin Zickner
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23b2e03923
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refactor rule evaluation
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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04e6518226
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move report generation to PortfolioService
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2021-08-01 00:55:10 +02:00 |
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Thomas
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21570cca19
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Fix impersonation in performance endpoint
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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71a3115fc6
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refactor get position endpoint
Co-authored-by: Thomas <dotsilver@gmail.com>
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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de83dc7b84
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create investment endpoint for analysis timeline
Co-authored-by: Thomas <dotsilver@gmail.com>
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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4a0695613e
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refactor PortfolioService#getOverview
Co-authored-by: Thomas <dotsilver@gmail.com>
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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d23addb673
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change getDetails to portfolio-calculator.ts
Co-authored-by: Thomas <dotsilver@gmail.com>
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2021-08-01 00:55:10 +02:00 |
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Valentin Zickner
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9c51a257ae
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fix performance of combination of investments
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2021-08-01 00:55:10 +02:00 |
|
Thomas
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ec5523b459
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Handle empty portfolio
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2021-08-01 00:55:10 +02:00 |
|
Thomas
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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
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a90c314e30
|
Refactoring
|
2021-08-01 00:55:10 +02:00 |
|
Thomas
|
cbb81916ee
|
Sort imports
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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
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b779964adb
|
add error handling to performance aggregation
|
2021-08-01 00:55:10 +02:00 |
|
Thomas
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e0a4e16ea1
|
Improve error handling
|
2021-08-01 00:55:10 +02:00 |
|
Valentin Zickner
|
dc84abdc0a
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change performance report to portfolio calculator
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2021-08-01 00:55:10 +02:00 |
|
Valentin Zickner
|
ea66081073
|
move interfaces to separate files
|
2021-08-01 00:55:10 +02:00 |
|
Thomas
|
d6a16a6093
|
Improve error handling
|
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
|
24dc312367
|
Add logs to benchmark
|
2021-08-01 00:55:10 +02:00 |
|
Thomas
|
7dac059a55
|
Sort imports
|
2021-08-01 00:55:10 +02:00 |
|
Thomas
|
48fbeda72d
|
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
|
146b5201b5
|
Feature/make x ray rules order consistent (#134)
* Make order of X-ray rules consistent
* Update changelog
|
2021-06-01 21:40:32 +02:00 |
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