120 Commits

Author SHA1 Message Date
Thomas Kaul
78e0fdb0ca
Add coupon system (#529)
* Add coupon system

* Update changelog
2021-12-09 21:14:44 +01:00
Thomas Kaul
d09cad4e05
Feature/read only mode (#520)
* Setup read only mode and update permissions dynamically

* Update changelog
2021-12-07 20:24:15 +01:00
Thomas Kaul
4d9a223491
Feature/add system message (#519)
* Add system message

* Update changelog
2021-12-06 20:51:38 +01:00
Thomas Kaul
1beb4de62f
Feature/support additional currencies (#517)
* Support additional currencies

* Update changelog
2021-12-04 21:05:11 +01:00
Thomas Kaul
49f46e1a1e
Bugfix/improve allocations by currency with cash balances (#508)
* Improve allocations by currency in combination with cash balances

* Update changelog
2021-12-02 21:53:38 +01:00
Thomas Kaul
4908e6d35d
Bugfix/fix data gathering of fear and greed index (#505)
* Fix data gathering of fear and greed index

* Update changelog
2021-12-01 21:18:46 +01:00
Thomas Kaul
1f042ee791
Feature/eliminate redundant storage of historical exchange rates (#500)
* Eliminate redundant storage of historical exchange rates

* Clean up experimental API

* Update changelog
2021-11-29 21:08:58 +01:00
Thomas Kaul
6c07759eb7
Feature/add market data tab to admin control panel (#497)
* Add market data tab

* Update changelog
2021-11-28 19:46:34 +01:00
Thomas Kaul
fbd1475402
Feature/upgrade core dependencies (#490)
* Upgrade core dependencies

  * angular
  * nestjs
  * Nx
  * rxjs
  * storybook

* Temporarily fix imports for storybook

* Update changelog
2021-11-25 18:05:02 +01:00
Thomas Kaul
1c2ca5b96b
Feature/accentuate all time high and low (#428)
* Accentuate all time high and all time low

* Update changelog

Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
2021-11-22 21:28:32 +01:00
Thomas Kaul
3032126508
Feature/add footer row to accounts table (#471)
* Add footer row to accounts table with total balance and value

* Update changelog
2021-11-14 17:04:52 +01:00
Thomas Kaul
d2fabe7ce4
Feature/add value column to accounts table (#468)
* Add value column

* Update changelog
2021-11-13 20:38:29 +01:00
Thomas Kaul
a42700b9fe
Feature/introduce data gathering progress (#467)
* Add data gathering progress

* Update changelog
2021-11-13 11:32:28 +01:00
Thomas Kaul
edb66bb166
Feature/extend statistics (#449)
* Extend statistics

* Update changelog
2021-11-01 21:15:09 +01:00
Thomas Kaul
54bbc8446b
Feature/prettify scraper symbol in chart (#448)
* Prettify scraper symbol in chart

* Update changelog
2021-11-01 20:29:16 +01:00
Thomas Kaul
1397cd62a8
Feature/extend public page (#445)
* Extend public page

* Update changelog
2021-10-31 17:00:59 +01:00
Thomas Kaul
2de0e75cb8
Feature/add user interface for granting and revoking public access (#439)
* Add user interface for granting and revoking public access

* Update changelog
2021-10-25 20:46:36 +02:00
Thomas Kaul
19e2d54791
Refactor custom cryptocurrencies (#433) 2021-10-21 22:11:12 +02:00
Davin
e24e5e1c44
Add custom crypto currencies (#432)
* Add custom cryptocurrencies
2021-10-21 21:20:01 +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
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
dcee651098
Feature/support unlimited currencies (#387)
* Support unlimited currencies

* Update changelog
2021-09-24 21:09:48 +02:00
Thomas Kaul
af022ae316
Feature/add story for portfolio proportion chart component (#384)
* Add story

* Use new component

* Update changelog
2021-09-20 20:45:58 +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
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
39f315aba0
Feature/add annualized performance (#364)
* Add annualized performance

* Update changelog
2021-09-11 20:16:53 +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
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
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
d046f1d498
Feature/upgrade nx to version 12.8.0 (#331)
* Upgrade angular and Nx

* Update changelog
2021-09-04 11:25:40 +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
72c065a59d
Feature/introduce asset sub class (#312)
* Introduce asset sub class

* Update changelog
2021-08-22 22:19:10 +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
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
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
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
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
80d043729d
Feature/replace type with asset class (#274)
* Improved the asset classification
  * Add assetClass to symbolProfile
  * Remove type from position

* Update changelog
2021-08-08 19:27:58 +02:00
Thomas
4bd41ffa41
Feature/eliminate name from timeline position (#245)
* Eliminate name from timeline position: Get the name from the symbolProfileService instead

* Update changelog
2021-08-01 20:43:12 +02:00
Valentin Zickner
de83dc7b84 create investment endpoint for analysis timeline
Co-authored-by: Thomas <dotsilver@gmail.com>
2021-08-01 00:55:10 +02:00
Valentin Zickner
852902d1ab add current position calculation with holding period return calculation 2021-08-01 00:55:10 +02:00
Thomas
e0435e5cad Add name to position 2021-08-01 00:55:10 +02:00
Thomas
1226c26a9d Refactor positions 2021-08-01 00:55:10 +02:00
Thomas
1e368d6e2d Extend type 2021-08-01 00:55:10 +02:00
Thomas
b4dc21dd61 Implement new positions endpoint 2021-08-01 00:55:10 +02:00