sudacode/ghostfolio
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325 Commits

Author SHA1 Message Date
Thomas Kaul
19e2d54791
Refactor custom cryptocurrencies (#433) 2021-10-21 22:11:12 +02:00
Valentin Zickner
099ad18aaf
refactor data-provider.service.ts to have dynamic list of services (#429) 
* Refactor data-provider.service.ts to have dynamic list of services

* Update changelog

Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-10-20 21:41:40 +02:00
Thomas Kaul
6dea9093ba
Feature/add public portfolio (#426) 
* Setup public portfolio page

* Update changelog
 2021-10-19 18:27:50 +02:00
Thomas Kaul
b57301ef50
Feature/extend import validation message (#421) 
* Extend import validation message

* Update changelog
 2021-10-16 21:23:15 +02:00
Thomas Kaul
2e5176bacf
Feature/extend import by csv files (#419) 
* Support import of csv files

* Update changelog
 2021-10-15 22:22:45 +02:00
Thomas Kaul
f06a0fbbee
Feature/validate duplicate orders for import (#416) 
* Validate duplicate orders

* Update changelog
 2021-10-13 11:52:04 +02:00
Thomas Kaul
93dcbeb6c7
Feature/add validation for import (#415) 
* Valid data types
* Maximum number of orders
* Data provider service returns data for the dataSource / symbol pair
 2021-10-12 22:19:32 +02:00
Valentin Zickner
f308ae7a13
add sectors and countries for ETFs (#410) 
* Update changelog

Co-Authored-By: Valentin Zickner <valentin@coderworks.de>

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
 2021-10-11 19:32:21 +02:00
Thomas Kaul
d1eedf9726
Bugfix/various fixes (#407) 
* Fix links

* Update column

* Fix impersonation mode

* Update changelog
 2021-10-03 22:04:23 +02:00
Thomas Kaul
de94494aa0
Bugfix/fix symbol conversion for yahoo finance (#405) 
* Fix symbol conversion for Yahoo Finance

* Update changelog
 2021-10-03 10:40:21 +02:00
Thomas Kaul
1050bfa098
Feature/improve yahoo finance symbol conversion (#402) 
* Improve symbol conversion

* Update changelog
 2021-10-02 10:28:06 +02:00
Thomas Kaul
fe2bd6eea8
Feature/protect endpoints (#396) 
* Protect endpoints

* Update changelog
 2021-09-28 21:37:01 +02:00
Thomas Kaul
39d9828f9f
Feature/respect account currency in exchange rate data service (#391) 
* Respect the accounts' currencies

* Update changelog
 2021-09-25 16:45:21 +02:00
Thomas Kaul
6333aa972d
Bugfix/fix data gathering after seed (#390) 
* Fix data gathering after seed

* Update changelog
 2021-09-25 16:44:24 +02:00
Thomas Kaul
dcee651098
Feature/support unlimited currencies (#387) 
* Support unlimited currencies

* Update changelog
 2021-09-24 21:09:48 +02:00
Thomas Kaul
0f72673ef4
Feature/respect data source in symbol data endpoint (#370) 
* Respect data source in symbol data endpoint

* Respect data source in the data provider service

* Combine symbol with data source in get() of data provider service

* Improve search functionality for multiple data sources

* Update changelog
 2021-09-18 19:32:22 +02:00
Thomas Kaul
641fe4e8f4
Bugfix/net performance in positions endpoint (#377) 
* Nullify net performance

* Update changelog
 2021-09-18 19:20:14 +02:00
Thomas Kaul
5b588c2000
Bugfix/hide the current net performance (#373) 
* Hide the current net performance

* Update changelog
 2021-09-15 22:27:18 +02:00
Thomas Kaul
4a815d2031
Feature/change data gathering selection (#368) 
* Change data gathering selection from distinct orders to symbol profiles

* Update changelog
 2021-09-13 21:26:23 +02:00
Valentin Zickner
d2aeeb3e88
optimize annual performance calculation (#367) 
* 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
5ea455b98b
Feature/upgrade simplewebauthn dependencies to version 4.1.0 (#365) 
* Upgrade @simplewebauthn dependencies to version 4.1.0
  * @simplewebauthn/browser
  * @simplewebauthn/server

* Update changelog
 2021-09-11 21:23:06 +02:00
Thomas Kaul
39f315aba0
Feature/add annualized performance (#364) 
* Add annualized performance

* Update changelog
 2021-09-11 20:16:53 +02:00
Thomas Kaul
5d4156ecec
Feature/refactor position detail dialog (#355) 
* Add name to portfolio position endpoint

* Update changelog
 2021-09-11 11:23:47 +02:00
Thomas Kaul
3c46bde8d5
Bugfix/fix fear and greed index (#359) 
* Fix fear and greed index
* Refactor fear and greed index symbol
   * GF.FEAR_AND_GREED_INDEX -> _GF_FEAR_AND_GREED_INDEX

* Update changelog
 2021-09-11 11:14:55 +02:00
Matthias Frey
63ee33b685
Use 'import type' to import types, eliminate webpack warnings (#358) 2021-09-11 09:27:22 +02:00
Thomas Kaul
9cbf789c22
Bugfix/fix values in position detail dialog (#351) 
* Nullify netPerformance

* Introduce precision

* Update changelog
 2021-09-07 22:11:38 +02:00
Thomas Kaul
ee5ab05d8a
Release 1.47.1 (#350) 2021-09-06 22:55:08 +02:00
Thomas Kaul
bf8856ad19
Bugfix/fix search for cryptocurrencies (#348) 
* Fix the search for cryptocurrency symbols

* Update changelog
 2021-09-06 22:02:49 +02:00
Valentin Zickner
48ab862bb6
net performance for current positions (#330) 
* 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
Thomas Kaul
ba234a470e
Feature/add storybook story for trend indicator component (#346) 
* Add storybook story for trend indicator component

* Update changelog
 2021-09-05 08:49:06 +02:00
Thomas Kaul
4c194c938a
Feature/add contributors count to statistics (#342) 
* Add contributors count to statistics

* Update changelog
 2021-09-04 19:46:24 +02:00
Thomas Kaul
6386786ac0
Bugfix/improve symbol lookup (#322) 
* Improve symbol lookup

* Update changelog
 2021-08-30 18:08:21 +02:00
Thomas Kaul
73a967a7e5
Feature/add cash as asset sub class (#319) 
* Add cash as asset sub class

* Update changelog
 2021-08-26 21:49:02 +02:00
Thomas Kaul
c5bb3023d3
Bugfix/filter out positions without quantity (#317) 
* Filter out positions without any quantity

* Update changelog
 2021-08-26 17:45:04 +02:00
Thomas Kaul
fe975945d1
Feature/add fallback for loading currencies (#315) 
* Add fallback for loading currencies

* Update changelog
 2021-08-24 21:09:02 +02:00
Thomas Kaul
d8782b0d4c
Feature/automate countries for stocks in symbol profile data (#314) 
* Automate countries for stocks in symbol profile data

* Update changelog
 2021-08-24 20:24:18 +02:00
Thomas Kaul
72c065a59d
Feature/introduce asset sub class (#312) 
* Introduce asset sub class

* Update changelog
 2021-08-22 22:19:10 +02:00
Thomas Kaul
98dac4052a
Feature/add subscription type to the admin user table (#311) 
* Add the subscription type to the user table in the admin control panel

* Update changelog
 2021-08-22 22:11:05 +02:00
Thomas Kaul
aad8f77093
Feature/improve allocations by account (#308) 
* Improve allocations by account

* Eliminate accounts from PortfolioPosition

* Ignore cash assets in the allocation chart by sector, continent and country

* Add missing accounts to portfolio details

* Update changelog
 2021-08-21 15:03:55 +02:00
Thomas Kaul
c2ab6a6c44
Feature/improve portfolio details endpoint (#302) 
* Make details endpoint fault tolerant (do not throw error)

* Update changelog
 2021-08-19 21:44:10 +02:00
Thomas Kaul
c71a4c078e
Bugfix/convert g bp to gbp in yahoo finance service (#301) 
* Fix currency inconsistency in the yahoo finance service (GBp to GBP)

* Update changelog
 2021-08-18 18:22:01 +02:00
Thomas Kaul
e17b217032
Bugfix/fix issue on buy date in position detail dialog (#297) 
* Fix issue on buy date

* Update changelog
 2021-08-17 21:31:32 +02:00
Thomas Kaul
05b0efef82
Feature/add restricted view (#295) 
* Add restricted view

* Update changelog
 2021-08-16 21:40:29 +02:00
Thomas Kaul
0ee2258af8
Feature/improve impersonation mode (#293) 
* Improve the impersonation mode

* Update changelog
 2021-08-14 19:15:26 +02:00
Valentin Zickner
308b218487
introduce basic module structure for data provider (#278) 
* 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
77936e3bf3
Feature/improve users table (#291) 
* Improve users table
  * Engagement / Day
  * Registration

* Update changelog
 2021-08-14 11:12:08 +02:00
Thomas
b898c0678d
Feature/refactor exchange rate service (#289) 
* Refactor exchange rate service

* Update changelog
 2021-08-14 11:06:21 +02:00
Thomas
96a615dc5d
Bugfix/only allow supported currencies in symbol search (#287) 
* Only allow supported currencies in symbol search

* Update changelog
 2021-08-13 20:29:57 +02:00
Thomas
98f44323da
Feature/improve usability of tabs on home page (#283) 
* Improve usability: lazy load endpoints on tab change

* Feature/improve portfolio summary (#285)

* Update changelog
 2021-08-13 19:26:48 +02:00
Thomas
908aba170d
Fix position chart for missing historical data (#284) 
* Fix position chart for missing historical data

* Update changelog
 2021-08-12 23:30:04 +02:00