Thomas Kaul
15857118fe
Feature/let data gathering queue jobs fail by throwing errors ( #3281 )
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* Let data gathering queue jobs fail by throwing errors
* Update changelog
2024-04-17 17:35:51 +02:00
Thomas Kaul
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
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* 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 )
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* 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 )
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* Adapt priorities of data gathering jobs
* Update changelog
2024-04-13 09:28:14 +02:00
Thomas Kaul
45340b581f
Bugfix/fix public page by including markets data ( #3263 )
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* Include markets data
* Update changelog
2024-04-12 15:13:34 +02:00
Thomas Kaul
34d9ceb009
Feature/add support to immediately execute queue job ( #3259 )
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* Add support to immediately execute queue job
* Update changelog
2024-04-11 19:14:03 +02:00
Thomas Kaul
2b97bbd05d
Move getChart() to portfolio calculator ( #3255 )
2024-04-09 13:44:23 +02:00
Thomas Kaul
07c0e5a612
Feature/add currency to order database schema ( #3251 )
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* Add currency to Order database schema
* Update changelog
2024-04-07 11:30:32 +02:00
Thomas Kaul
719bbe156e
Feature/optimize calculation of allocations by market ( #3249 )
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* Optimize calculation of allocations by market
* Update changelog
2024-04-07 09:26:30 +02:00
Thomas Kaul
b51255a543
Feature/add key to x ray rule ( #3248 )
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* Add key
* Update changelog
2024-04-07 09:25:14 +02:00
Thomas Kaul
ca2e748c56
Bugfix/add missing tags in portfolio calculator ( #3243 )
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* Add missing tags
* Update changelog
2024-04-06 20:03:16 +02:00
Thomas Kaul
f1f4f6247d
Feature/validate url in create and update platform dto ( #3235 )
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* Validate url
* Update changelog
2024-04-04 09:08:37 +02:00
Fedron
82fe1de1a7
Feature/add support to override asset (sub) class and url in admin control panel ( #3218 )
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* Add support to override asset (sub) class and url in admin control panel
* Update changelog
2024-04-03 20:24:38 +02:00
Arshad Jamal
371c999fbc
Feature/Add dividend yield to position detail dialog ( #2636 )
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* Add dividend yield to position detail dialog
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-04-03 19:47:53 +02:00
Thomas Kaul
d7b579e3e8
Feature/refactor getAnnualizedPerformancePercent to portfolio calculator ( #3226 )
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* Move getAnnualizedPerformancePercent() to portfolio calculator
2024-04-01 10:42:15 +02:00
Thomas Kaul
b8533050b0
Bugfix/fix duplicated tags in position detail dialog ( #3224 )
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* Fix duplicated tags
* Update changelog
2024-04-01 09:22:35 +02:00
Francisco Silva
8cd6c34ed8
Feature/introduce portfolio calculator factory ( #3214 )
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* Introduce portfolio calculator factory
* Update changelog
2024-03-31 20:07:58 +02:00
Thomas Kaul
51203ec96e
Feature/setup chinese ( #3220 )
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* 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 )
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* 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 )
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* Disable delete button for benchmarks
* Update changelog
2024-03-30 11:23:59 +01:00
Thomas Kaul
63a61fb492
Move portfolio calculator ( #3204 )
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* Move portfolio calculator
2024-03-29 17:47:44 +01:00
Thomas Kaul
5788c6474e
Refactor portfolio calculator ( #3203 )
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* Refactor portfolio calculator
* Consume Activity[]
* Change computeTransactionPoints() to private
* Eliminate getTransactionPoints()
* Update changelog
2024-03-29 17:34:22 +01:00
Thomas Kaul
5529fdc0ee
Move transaction points to constructor ( #3202 )
2024-03-29 13:50:24 +01:00
Thomas Kaul
88a9b518f6
Bugfix/fix issue with overridden names in activities table ( #3200 )
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* Fix issue with overridden names
* Update changelog
2024-03-29 09:50:04 +01:00
Fedron
98de2355c4
Feature/Support overriding name of asset profile dialog ( #3199 )
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* Support overriding name of asset profile dialog
* Update changelog
2024-03-29 09:35:41 +01:00
helgehatt
b41eb60348
Fix chart tooltip of benchmark comparator ( #3167 )
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* Fix chart tooltip of benchmark comparator
* Update changelog
2024-03-28 18:23:56 +01:00
Christoph Califice
0edebe30e1
Feature/Add user account currency to export ( #3194 )
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* Add user account currency to export
* Update changelog
2024-03-27 18:08:34 +01:00
Thomas Kaul
50391e199a
Feature/improve generation of random strings ( #3196 )
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* Replace Math.random() with crypto.randomBytes()
* Update changelog
2024-03-26 17:43:42 +01:00
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
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* Upgrade @types/big.js to version 6.2.2
* Refactor imports
2024-03-25 08:34:30 +01:00
Thomas Kaul
458ef169f4
Feature/add support for toncoin cryptocurrency ( #3189 )
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* Add Toincoin
* Update changelog
2024-03-24 09:50:00 +01:00
Thomas Kaul
87bf8df1c3
Bugfix/missing performance chart in presenter view ( #3181 )
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* Fix missing performance chart in presenter view
* Update changelog
2024-03-23 19:41:28 +01:00
Thomas Kaul
7e28e42995
Feature/exclude fees from holdings ( #3160 )
2024-03-16 18:59:23 +01:00
Thomas Kaul
e21563d903
Feature/increase timeout to load benchmarks ( #3158 )
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* Increase request timeout
* Update changelog
2024-03-16 18:15:34 +01:00
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
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-03-16 14:20:58 +01:00
Thomas Kaul
38c2baf943
Feature/improve exception handling of current investments in various rules ( #3156 )
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* Improve exception handling
* Update changelog
2024-03-16 12:29:21 +01:00
Thomas Kaul
82c78cad6b
Format ( #3155 )
2024-03-16 12:28:58 +01:00
Thomas Kaul
bffe6060bd
Pass portfolio calculator to getChart() ( #3153 )
2024-03-16 10:05:16 +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
rodriguestiago0
3b895afc9e
Enable account balance update for fee and interest activities ( #3145 )
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* Enable account balance update for fee and interest activities
* Update changelog
2024-03-15 18:56:17 +01:00
Thomas Kaul
671e4e316b
Release 2.63.2 ( #3138 )
2024-03-12 20:50:32 +01:00
Thomas Kaul
473136e9aa
Release 2.63.1 ( #3135 )
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* Release 2.63.1
2024-03-11 21:35:43 +01:00
Thomas Kaul
7a364472c8
Bugfix/fix liability issue in allocations ( #3133 )
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* Remove liabilities from allocations calculation
* Update changelog
2024-03-11 20:16:56 +01:00
Thomas Kaul
d32dd5e860
Feature/upgrade countries list to version 3.1.0 ( #3131 )
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* Upgrade countries-list to version 3.1.0
* Update changelog
2024-03-11 19:16:20 +01:00
gizmodus
0bca8897d6
Fix average price calculation by only considering BUY transactions ( #3125 )
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* Fix average price calculation by only considering buy transactions
* Update changelog
2024-03-10 09:35:47 +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
6d2a897366
Refactor orders with activities ( #3122 )
2024-03-09 17:17:52 +01:00
Thomas Kaul
d8bfb23f20
Refactor reduce() with getSum() ( #3121 )
2024-03-09 16:53:59 +01:00
Gerard Du Pre
d9d71e7827
Fix issue with removing account from activity ( #3112 )
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* Fix issue with removing account from activity
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-03-09 15:52:05 +01:00
Thomas Kaul
b642ce08e5
Refactor item type ( #3119 )
2024-03-09 12:32:56 +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
