Thomas Kaul
d4c3a9d1e8
Feature/add percentage visualization of the current filter ( #1268 )
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* Add percentage visualization of the active filter
* Update changelog
2022-09-17 21:24:09 +02:00
Thomas Kaul
539d3ff754
Feature/add asset sub class filter ( #1188 )
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* Add asset sub class filter
* Update changelog
2022-08-24 20:53:50 +02:00
Thomas Kaul
b6f395fd3b
Feature/improve i18n ( #1183 )
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* Improve i18n
* Update changelog
2022-08-22 19:57:48 +02:00
Thomas Kaul
0e3702c2be
Feature/improve german translation ( #1178 )
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* Simplify and translate locales
* Add support for translated labels
* Update changelog
2022-08-21 17:02:43 +02:00
Thomas Kaul
11136ae4f8
Eliminate duplicate locales ( #1176 )
2022-08-20 14:01:15 +02:00
Thomas Kaul
e22b8b78b8
Feature/tag route titles with template literal strings ( #1155 )
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* Tagged template literal strings
* Update changelog
2022-08-16 21:03:05 +02:00
Thomas Kaul
eee1f1c722
Feature/add page titles ( #1114 )
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* Add page titles
* Update changelog
2022-07-30 21:26:08 +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
d130efad47
Clean up comments ( #1043 )
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* Clean up comments
2022-06-25 17:30:43 +02:00
Thomas Kaul
109f0ebd70
Feature/move positions table to holdings section ( #1042 )
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* Move positions table to holdings section
* Update changelog
2022-06-25 14:47:20 +02:00
Thomas Kaul
069ddcc6b2
Feature/add reusable premium indicator component ( #1041 )
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* Add premium indicator component
* Update changelog
2022-06-25 12:38:15 +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
4a123c38f2
Refactor placeholder ( #925 )
2022-05-16 21:17:58 +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
5391b88c42
Feature/add report data glitch button ( #920 )
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* Add report data glitch button
* Update changelog
2022-05-14 13:53:43 +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
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
b6cd007ad4
Release/1.143.0 ( #871 )
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* Release 1.143.0
* Improve filtering by tags
2022-04-26 22:31:53 +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
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
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
b3e58d182a
Feature/add support for click in portfolio proportion chart ( #729 )
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* Add support for click
* Update changelog
2022-02-28 21:35:52 +01:00
Thomas Kaul
dced06ebb5
Bugfix/improve allocations ( #710 )
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* Fix allocations by account for non-unique account names
* Refactor calculations with big.js
* Update changelog
2022-02-19 18:41:12 +01:00
Thomas Kaul
bed3e5aae2
Bugfix/fix horizontal overflow in activities table ( #676 )
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* Fix horizontal overflow in tables
* Update changelog
2022-02-06 15:45:39 +01:00
Thomas Kaul
48b524de5a
Feature/add export functionality to position detail dialog ( #672 )
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* Add export functionality to the position detail dialog
* Respect filters in activities export
* Update changelog
2022-02-05 20:26:10 +01:00
Thomas Kaul
62885ea890
Feature/improve consistent use of symbol with data source ( #656 )
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* Improve the consistent use of symbol with dataSource
* Update changelog
2022-01-29 16:51:37 +01:00
Thomas Kaul
b2b3fde80e
Bugfix/support multiple accounts with the same name ( #623 )
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* Support multiple accounts with the same name
* Update changelog
2022-01-10 21:23:47 +01:00
Thomas Kaul
69c9e259b1
Bugfix/fix routing of create activity dialog ( #615 )
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* Fix routing of create activity dialog
* Update changelog
2022-01-03 21:31:55 +01:00
Thomas Kaul
124bdc028d
Bugfix/fix reload of position detail dialog ( #603 )
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* Fix reload of position detail dialog
* Update changelog
2021-12-31 09:51:30 +01:00
Thomas Kaul
77065dac50
Feature/add date range selector to holdings tab ( #595 )
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* Add date range selector to holdings tab
* Update changelog
2021-12-29 18:14:24 +01:00
Thomas Kaul
54bbc8446b
Feature/prettify scraper symbol in chart ( #448 )
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* Prettify scraper symbol in chart
* Update changelog
2021-11-01 20:29:16 +01:00
Thomas Kaul
1397cd62a8
Feature/extend public page ( #445 )
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* Extend public page
* Update changelog
2021-10-31 17:00:59 +01:00
Thomas Kaul
4ab6a1a071
Feature/harmonize page layouts ( #417 )
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* Harmonize page layouts
* Update changelog
2021-10-13 11:51:33 +02:00
Thomas Kaul
3ec4a73b35
Feature/improve tooltips ( #403 )
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* Improve tooltips
* Update changelog
2021-10-02 20:38:41 +02:00
Thomas Kaul
4219e1121e
Improve style ( #398 )
2021-09-29 21:05:01 +02:00
Thomas Kaul
af022ae316
Feature/add story for portfolio proportion chart component ( #384 )
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* Add story
* Use new component
* Update changelog
2021-09-20 20:45:58 +02:00
Thomas Kaul
9ed82ac82b
Feature/improve labels of allocation chart by symbol ( #353 )
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* Improve labels
* Update changelog
2021-09-08 22:03:33 +02:00
Ivo Valchev
9c9ca4ab1e
Add labels to allocation piecharts ( #337 )
2021-09-08 21:31:34 +02:00
Thomas Kaul
747e5b63fa
Feature/restructure allocations page including allocations by symbol ( #333 )
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* Restructure allocations page
* Update changelog
2021-09-03 23:20:30 +02:00
Ivo Valchev
b1187cf880
Add a new symbol allocation chart ( #326 )
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* Add a new symbol allocation chart
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-09-03 17:48:35 +02:00
Thomas Kaul
72c065a59d
Feature/introduce asset sub class ( #312 )
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* Introduce asset sub class
* Update changelog
2021-08-22 22:19:10 +02:00
Thomas Kaul
2083d28d02
Feature/minor improvements in the page components ( #310 )
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* Move permissions to constructor
* Sort imports
2021-08-22 10:25:34 +02:00
Thomas Kaul
aad8f77093
Feature/improve allocations by account ( #308 )
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* 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
7c91727eb1
Feature/restructure allocations page ( #294 )
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* Restructure allocations page
* Update changelog
2021-08-15 09:55:46 +02:00
Thomas
80d043729d
Feature/replace type with asset class ( #274 )
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* Improved the asset classification
* Add assetClass to symbolProfile
* Remove type from position
* Update changelog
2021-08-08 19:27:58 +02:00
Thomas
f743c03e17
Feature/restructure page hierarchy ( #259 )
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* Introduce portfolio group, remove tools
* Extract allocations to separate page
* Update changelog
2021-08-07 07:12:40 +02:00
