Valentin Zickner
d2aeeb3e88
optimize annual performance calculation ( #367 )
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* Optimize annual performance calculation
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-09-12 20:08:42 +02:00
Thomas Kaul
5d4156ecec
Feature/refactor position detail dialog ( #355 )
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* Add name to portfolio position endpoint
* Update changelog
2021-09-11 11:23:47 +02:00
Valentin Zickner
48ab862bb6
net performance for current positions ( #330 )
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* implement fees for transaction points #324
* add net performance to current positions #324
* add net performance to calculate timeline #324
* make timeline fee accumulated by default #324
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-09-05 21:21:22 +02:00
Valentin Zickner
308b218487
introduce basic module structure for data provider ( #278 )
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* introduce basic module structure for data provider
* introduce DataGatheringModule
* introduce ExchangeRateDataModule
* introduce ImpersonationModule
* move RulesService
* cleanup portfolio module
* Sort imports
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-08-14 16:55:40 +02:00
Thomas
1226c26a9d
Refactor positions
2021-08-01 00:55:10 +02:00
Thomas
b4dc21dd61
Implement new positions endpoint
2021-08-01 00:55:10 +02:00
Thomas
c973ffd3ba
Feature/reorganize helper lib ( #100 )
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Reorganize helper lib (Move interfaces and types)
* InfoItem
* PortfolioItem
* PortfolioOverview
* PortfolioPerformance
* Position
* PortfolioPosition
* PortfolioReport
* PortfolioReportRule
* User
* UserSettings
* DateRange
* AdminData
* AccessWithGranteeUser
* OrderWithAccount
* Granularity
* UserWithSettings
* RequestWithUser
2021-05-16 21:20:59 +02:00
Thomas
111d8d8e3c
Feature/rename share to allocation in columns of positions table ( #93 )
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* Rename columns
* Initial Share -> Initial Allocation
* Current Share -> Current Allocation
* Update changelog
2021-05-15 10:12:12 +02:00
Thomas
90a2fea7d6
Feature/create and update accounts ( #60 )
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* Allow to create and update accounts
* Activate account selector in transaction dialog
* Refactor analytics and report from platforms to accounts
2021-05-02 21:18:52 +02:00
Thomas
a076a1c933
Feature/extend position detail dialog ( #54 )
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* Extend position detail dialog
* Absolute change
* Number of transactions
2021-04-30 21:08:43 +02:00
Thomas
40c95a541d
Add data source to transaction model ( #53 )
2021-04-28 21:30:49 +02:00
Thomas
5cb69291f5
Introduce market states ( #38 )
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* closed
* delayed (no live data)
* open
2021-04-22 22:00:46 +02:00
Thomas
c616312233
Initial commit
2021-04-13 21:53:58 +02:00
