Thomas Kaul
0e29278e96
Feature/add alias to access ( #1193 )
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* Add alias to access
* Update changelog
2022-08-27 11:29:09 +02:00
Thomas Kaul
e444d717e5
Add tests for investments by month ( #1089 )
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* Fix investments by month
* Add tests for investments and investments by month
* Update changelog
2022-07-22 19:00:36 +02:00
Thomas Kaul
0e0592180f
Add current month ( #1067 )
2022-07-10 09:41:48 +02:00
Thomas Kaul
60e2aff488
Extend investment timeline by month ( #1066 )
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* Extend investment timeline grouped by month
* Update changelog
2022-07-09 21:18:05 +02:00
Thomas Kaul
30835ced88
Bugfix/fix holdings for basic users ( #1064 )
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* Fix holdings for basic users
* Update changelog
2022-07-07 21:06:12 +02:00
Thomas Kaul
c0f19d56ec
Feature/add account detail dialog ( #1047 )
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* Add account detail dialog
* Update changelog
2022-06-28 21:08:34 +02:00
Thomas Kaul
f7bf6e652b
Feature/add icon and name to positions table ( #1040 )
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* Add icon and name
* Update changelog
2022-06-25 11:33:59 +02:00
Thomas Kaul
1ff736537c
Feature/add positions table to public page ( #1037 )
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* Add positions table
* Update changelog
2022-06-23 19:24:24 +02:00
Thomas Kaul
cff8acd7b1
Clean up ( #1022 )
2022-06-17 20:04:52 +02:00
Thomas Kaul
aba562cb35
Bugfix/fix error handling for missing market prices ( #1023 )
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* Add fallback for missing market price
* Update changelog
2022-06-16 16:49:29 +02:00
Thomas Kaul
3332ade3d3
Feature/filter public endpoint by equity asset class ( #1014 )
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* Filter by ASSET_CLASS: EQUITY
* Update changelog
2022-06-15 13:21:47 +02:00
Thomas Kaul
e63578d8ce
Feature/add guards to local comparison ( #986 )
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* Add guards
* Improve labels
2022-06-05 19:00:45 +02:00
Thomas Kaul
69088b93a6
Feature/add value redaction as interceptor ( #960 )
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* Add value redaction as interceptor
* Update changelog
2022-05-27 11:21:47 +02:00
Thomas Kaul
2c4c16ec99
Feature/extend markets overview by benchmarks ( #953 )
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* Add benchmarks to markets overview
* Update changelog
2022-05-26 18:59:29 +02:00
Thomas Kaul
332203b9e2
Feature/add support to set the base currency via env variable ( #948 )
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* Set base currency via environment variable
* Update changelog
2022-05-24 20:55:55 +02:00
Thomas Kaul
af0863d193
Bugfix/fix currency conversion in accounts ( #937 )
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* Fix currency conversion in accounts
* Update changelog
2022-05-21 19:58:47 +02:00
Thomas Kaul
5cb6e5dec6
Feature/support filtering by asset class on the allocations page ( #926 )
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* Support filtering by asset class
* Update changelog
2022-05-16 21:49:22 +02:00
Thomas Kaul
160335302a
Feature/group filters by type ( #922 )
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* Add groups to activities filter component
* Update changelog
2022-05-15 21:51:31 +02:00
Thomas Kaul
c1d460cead
Improve filtering ( #901 )
2022-05-10 21:24:36 +02:00
Thomas Kaul
dfa67b275c
Feature/improve filtering on allocations page ( #900 )
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* Include cash positions on allocations page (with no filtering)
* Update changelog
2022-05-10 19:22:57 +02:00
Thomas Kaul
ea3a9d3b79
Feature/eliminate circular dependencies in common library ( #896 )
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* Eliminate circular dependencies
* Update changelog
2022-05-08 22:16:47 +02:00
Thomas Kaul
57314d62ee
Feature/improve allocations page with no filter ( #887 )
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* Improve accounts for no filters
* Update changelog
2022-05-07 22:33:57 +02:00
Thomas Kaul
16dd8f7652
Feature/refactor filters with interface ( #883 )
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* Refactor filtering with an interface
* Filter by accounts
* Update changelog
2022-05-07 11:44:29 +02:00
Thomas Kaul
b7bbc029ac
Feature/render tags in dialogs ( #864 )
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* Render tags
* Update changelog
2022-04-25 22:37:34 +02:00
Thomas Kaul
bad9d17c44
Setup allocations page and endpoint ( #859 )
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* Setup tagging system
* Update changelog
2022-04-24 16:23:03 +02:00
Thomas Kaul
ba7c98d325
Add test case for BUY and SELL (partially) ( #826 )
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* Add test case for BUY and SELL (partially)
* Fix investment calculation for sell activities
* Do not show total value if sell activity
* Update changelog
2022-04-15 18:56:23 +02:00
Thomas Kaul
67f2b326f3
Switch to new calculation engine ( #814 )
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* Switch to new calculation engine
* Clean up old portfolio calculation engine (#815 )
* Rename new portfolio calculation engine (#816 )
* Update changelog
2022-04-09 10:17:31 +02:00
Thomas Kaul
957200854c
Feature/improve empty state of proportion chart ( #811 )
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* Improve empty state
* Update changelog
2022-04-07 22:13:41 +02:00
Thomas Kaul
2a854e2574
Various improvements ( #807 )
2022-04-06 21:21:53 +02:00
Thomas Kaul
65f6bcb166
Feature/harmonize algebraic sign of gross and net performance percent ( #776 )
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* Harmonize algebraic sign
* Update changelog
2022-04-02 10:44:19 +02:00
Thomas Kaul
14773bf1aa
Bugfix/fix duplicate currency conversion in account calculations ( #771 )
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* Fix currency conversion (duplicate)
* Update changelog
2022-03-29 17:47:08 +02:00
Thomas Kaul
b4848be914
Feature/add developed vs emerging markets calculation ( #767 )
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* Add allocations by market
* Update changelog
2022-03-26 13:11:30 +01:00
Thomas Kaul
86a1589834
Release/1.128.0 ( #763 )
2022-03-19 14:39:25 +01:00
gizmodus
9f67993c03
Feature/fix issue with recent transactions ( #750 )
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* Fix percentage performance issue with recent transactions
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
2022-03-19 14:33:43 +01:00
Thomas Kaul
eb0444603b
Bugfix/fix user currency of public page ( #761 )
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* Fix user currency
* Update changelog
2022-03-19 09:25:20 +01:00
Thomas Kaul
7b6893b5ed
Feature/add support for emergency fund ( #749 )
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* Add support for emergency fund
* Update changelog
2022-03-12 13:44:47 +01:00
Thomas Kaul
e4908b51aa
Feature/add context to logger ( #745 )
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* Add contexts
* Update changelog
2022-03-07 17:20:07 +01:00
Thomas Kaul
c216ab1d76
Eliminate data source from order model ( #730 )
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* Eliminate currency, data source and symbol from order model
* Remove prefix for symbols with data source GHOSTFOLIO
* Update changelog
2022-03-05 11:07:27 +01:00
Thomas Kaul
86acbf06f4
Feature/add data provider errors to api response ( #738 )
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* Add data provider error details
* Update changelog
2022-03-05 11:00:02 +01:00
Thomas Kaul
3de7d3f60e
Bugfix/improve account calculations ( #737 )
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* Improve account calculations
* Update changelog
2022-03-04 21:31:31 +01:00
Thomas Kaul
c02bcd9bd8
Feature/migrate to yahoo finance2 ( #722 )
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* Migrate to yahoo-finance2
* Add support for mutual funds
* Add url to symbol profile
* Clean up
2022-02-27 17:03:00 +01:00
Thomas Kaul
745ba978a3
Bugfix/fix zen mode ( #723 )
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* Fix Zen mode
* Update changelog
2022-02-25 08:04:42 +01:00
gizmodus
a5771f601d
Improve calculation of overall performance percentage ( #701 )
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* Improve calculation of overall performance percentage
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
2022-02-20 16:39:43 +01:00
Thomas Kaul
baa6a3d0f0
Feature/restructure api modules ( #706 )
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* Restructure modules
* Update changelog
2022-02-18 19:32:25 +01:00
Thomas Kaul
809ee97f6f
Add tests ( #693 )
2022-02-14 18:50:47 +01:00
Thomas Kaul
fa66cd5bce
Feature/add countries and sectors to position detail dialog ( #692 )
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* Add asset and asset sub class
* Add countries and sectors to position detail dialog
* Update changelog
2022-02-12 11:22:03 +01:00
Thomas Kaul
76f70598e2
Feature/add support for wealth items ( #666 )
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* Add support for wealth items
* Update changelog
2022-02-10 09:39:10 +01:00
Thomas Kaul
86943a5f5b
Feature/harmonize big.js operators ( #686 )
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* Harmonize big.js operators
* Update changelog
2022-02-09 09:36:54 +01:00
gizmodus
6eb4eae4a9
Feature/fix twr performance 2 ( #684 )
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* Fix TWR performance
* Weight holding period returns according to their investment value
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
2022-02-09 09:29:43 +01:00
gizmodus
9b5ec0c56d
Feature/fix twr performance ( #679 )
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* Fix TWR performance
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
2022-02-06 16:54:14 +01:00
