Thomas Kaul
2518a8fd9d
Feature/add accounts tab to position detail dialog ( #3012 )
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* Add accounts tab to position detail dialog
* Update changelog
2024-02-17 21:32:56 +01:00
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
2024-02-11 17:50:18 +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
4434d0315f
Remove unused timeline calculation ( #2947 )
2024-01-30 20:56:41 +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
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-27 09:44:13 +01:00
Cédric Meuter
a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
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* Add date range selector including WTD and MTD to assistant
* Update changelog
2024-01-23 11:57:37 +01:00
Cédric Meuter
4e9e3f7b6b
Feature/Add wtd and mtd as possible values for date range ( #2902 )
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* 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
Thomas Kaul
6167f105fe
Refactoring ( #2897 )
2024-01-21 10:27:10 +01:00
Thomas Kaul
8d5f2fd91d
Fix fee conversion ( #2896 )
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* Fix fee conversion
* Update changelog
2024-01-21 10:24:43 +01:00
Thomas Kaul
7b45a8b3fc
Introduce type ( #2885 )
2024-01-16 19:42:39 +01:00
Thomas Kaul
ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes ( #2875 )
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* Always get quotes (with fallback to historical data)
* Update changelog
2024-01-15 19:02:00 +01:00
Thomas Kaul
5fa3388609
Feature/break down performance into asset and currency ( #2863 )
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* Break down performance into asset and currency
* Nullify values
* Update changelog
2024-01-13 14:23:00 +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
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-13 13:07:33 +01:00
Thomas Kaul
23d323073d
Fix performance percentage for 1d ( #2814 )
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* Fix performance percentage for 1d
* Improve response of positions endpoint
* Update changelog
2024-01-02 14:10:08 +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
underwater
7d68905f1b
Feature/use has permission annotation in endpoints ( #2771 )
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* Use HasPermission in endpoints
* Update changelog
2023-12-26 19:23:25 +01:00
Thomas Kaul
51a0ede3e4
Feature/introduce lazy loaded activities table ( #2729 )
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* Introduce lazy-loaded activities table
* Add icon column
* Emit paginator event
* Add pagination logic
* Integrate total items
* Update changelog
2023-12-09 17:12:09 +01:00
Thomas Kaul
377ba75e4c
Add support to delete a cash balance ( #2707 )
2023-12-02 17:17:25 +01:00
Thomas Kaul
6f4fd0826c
Feature/respect with excluded accounts flag in get account balances ( #2697 )
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* Respect withExcludedAccounts in getAccountBalances()
* Update changelog
2023-12-01 17:22:13 +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
8898d02442
Bugfix/fix cannot read properties of undefined reading items in get position ( #2667 )
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* Fix "Cannot read properties of undefined (reading 'items')"
* Update changelog
2023-11-18 11:05:05 +01:00
Thomas Kaul
93b6011ddc
Feature/refactor get range in market data service ( #2631 )
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* Refactor to unique asset in getRange()
* Update changelog
2023-11-11 18:57:41 +01:00
Thomas Kaul
35f98b9d2d
Bugfix/handle failing database query for account find many ( #2598 )
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* Handle issue with account.findMany() -> where: { id: { in: [ null ] } }
* Update changelog
2023-11-05 09:57:23 +01:00
Thomas Kaul
fa627f686f
Bugfix/fix chart for account excluded from analysis ( #2534 )
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* Fix chart for account excluded from analysis
* Update changelog
2023-10-24 20:13:57 +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
Thomas Kaul
550e646079
Feature/introduce assistant ( #2451 )
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* Introduce assistant
* Update changelog
2023-10-08 20:32:00 +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
Thomas Kaul
5fa0540936
Feature/add emergency fund setup to static portfolio analysis rules ( #2400 )
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* Add new static portfolio analysis rule: Emergency fund setup
* Update changelog
2023-09-30 08:08:20 +02:00
Thomas Kaul
0b2f6a312c
Sort imports ( #2399 )
2023-09-30 07:11:10 +02:00
Thomas Kaul
0f7c6ff0fe
Bugfix/fix asset class of cash position for empty account ( #2378 )
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* Fix assetClass and assetSubClass
* Update changelog
2023-09-23 19:52:28 +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
b21884eb66
Feature/harmonize logger output ( #2321 )
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* Harmonize logger output
* Update changelog
2023-09-13 08:39:37 +02:00
Thomas Kaul
bc33e5f147
Feature/remove deprecated environment variable base currency ( #2255 )
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* Remove the deprecated environment variable BASE_CURRENCY
* Update changelog
2023-09-08 20:43:23 +02:00
Thomas Kaul
0b59fc639d
Feature/upgrade prettier to version 3 ( #2163 )
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* Upgrade prettier to version 3.0.2
* Prettify code
* Update changelog
2023-08-27 11:13:11 +02:00
Thomas Kaul
d4fea075af
Feature/include unavailable data in allocations by market chart ( #2190 )
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* Include unavailable data in allocations by market chart
* Update changelog
2023-07-28 20:20:08 +02:00
Hugo Persson
cef7fa79de
Fix total account value calculation for liabilities ( #2184 )
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* Fix calculation
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-07-28 19:42:57 +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
c9353d0a39
Support account balance time series ( #2166 )
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* Initial setup
* Support account balance in export
* Handle account balance update
* Add schema migration
* Update changelog
2023-07-23 15:55:58 +02:00
Thomas Kaul
d5b3c52602
Refactor value to valueInBaseCurrency ( #2164 )
2023-07-20 20:28:56 +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
ed735e0b29
Feature/disable caching in health check endpoints for data providers ( #2147 )
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* Disable caching in health check endpoint
* Update changelog
2023-07-15 10:54:19 +02:00
Thomas Kaul
54ea6c84b4
Feature/add caching for quotes ( #2095 )
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* Add caching for quotes
* Update changelog
2023-06-24 13:06:28 +02:00
Thomas Kaul
7931e6950d
Feature/add support for liabilities ( #1789 )
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* Add support for liabilities
* Update changelog
2023-06-10 16:17:11 +02:00
Thomas Kaul
d630fb900d
Feature/add investment streaks ( #2042 )
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* Add investment streaks
* Current streak
* Longest streak
* Add unit to value component
* Update changelog
2023-06-04 09:35:58 +02:00
Thomas Kaul
ef4a75d1f0
Feature/improve market price of first buy date in chart of position detail dialog ( #1956 )
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* Improve market price on first buy date: market price or average price
* Update changelog
2023-05-09 20:33:15 +02:00
Thomas Kaul
c19984c3d0
Bugfix/fix missing platform name in allocations by platform ( #1918 )
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* Fix missing platform name
* Update changelog
2023-05-01 18:55:34 +02:00
Thomas Kaul
15c96a9757
Feature/add allocations by platform chart ( #1915 )
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* Add allocations by platform
* Update changelog
2023-05-01 17:44:35 +02:00
Thomas Kaul
1ca3792a4b
Feature/clean up initial values from x ray ( #1914 )
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* Clean up initial (original) values from X-Ray
* Refactor current to valueInBaseCurrency
* Update changelog
2023-05-01 17:16:02 +02:00
Thomas Kaul
e61b3b34a7
Eliminate getSymbolProfilesBySymbols() ( #1912 )
2023-05-01 15:45:33 +02:00
