Thomas Kaul
5d8bde5a70
Feature/access data source and symbol from symbol profile ( #668 )
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* Access dataSource and symbol from SymbolProfile
* Update changelog
2022-02-03 19:21:55 +01:00
Thomas Kaul
155c08d665
Transform data source ( #658 )
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* Transform data source
* Update changelog
2022-02-01 20:35:25 +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
5d3bbb8f30
Feature/improve annualized performance ( #651 )
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* Improve annualized performance calculation
* Update changelog
2022-01-27 20:56:20 +01:00
Thomas Kaul
bcb7f5f522
Feature/add feature toggle for new calculation engine ( #649 )
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* Add feature toggle for new calculation engine
* Update changelog
2022-01-24 21:38:59 +01:00
gizmodus
f15b33e950
Portfolio calculator rework ( #632 )
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* Portfolio calculator rework
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
2022-01-24 20:35:13 +01:00
Thomas Kaul
585f99e4df
Feature/add summary row to activities table ( #645 )
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* Add summary row to activities table
* Update changelog
2022-01-23 11:39:30 +01:00
Thomas Kaul
7df53896f3
Feature/start eliminating data source from order ( #622 )
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* Start eliminating dataSource from order
* Update changelog
2022-01-11 19:49:45 +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
07de8f87fc
Set market prices explicitly ( #618 )
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* Set market prices explicitly
* Set comments explicitly
2022-01-07 08:09:12 +01:00
Thomas Kaul
e54638a684
Feature/improve analysis page ( #609 )
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* Improve analysis page (show y-axis, extend chart in relation to days in market)
* Update changelog
2022-01-01 12:09:49 +01:00
Thomas Kaul
029b7bed9a
Bugfix/improve error handling in position api endpoint ( #607 )
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* Add guards
* Update changelog
2021-12-31 22:00:58 +01:00
Thomas Kaul
d69a69ce18
Bugfix/fix exception with market state ( #602 )
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* Fix exception with market state
* Update changelog
2021-12-30 22:19:08 +01:00
Thomas Kaul
9e1a7fc981
Feature/dividend ( #547 )
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* Add dividend to order type
* Support dividend in transactions table
* Support dividend in transaction dialog
* Extend import file with dividend
* Add dividend to portfolio summary
* Update changelog
Co-authored-by: Fly Man <fly.man.opensim@gmail.com>
2021-12-28 21:12:12 +01:00
Thomas Kaul
ff638adf03
Feature/add transactions to position detail dialog ( #591 )
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* Add transactions to position detail dialog
* Update changelog
2021-12-28 17:45:04 +01:00
Thomas Kaul
db1d474ddf
Feature/more discreet data provider warning ( #589 )
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* Upgrade http-status-codes to version 2.2.0
* Make the data provider warning more discreet
* Update changelog
2021-12-27 12:14:41 +01:00
Thomas Kaul
3b9a8fabb5
Clean up ( #574 )
2021-12-24 18:42:30 +01:00
Valentin Zickner
5d39b267ab
write portfolio calculator test case for symbol BALN.SW (refs #554 ) ( #572 )
2021-12-24 17:52:08 +01:00
Thomas Kaul
1602f976f0
Feature/convert errors to warnings in portfolio calculator ( #562 )
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* Convert errors to warnings
* Update changelog
2021-12-20 21:03:12 +01:00
Thomas Kaul
e78755c280
Replace OrderType with Type (prisma) ( #560 )
2021-12-19 16:52:35 +01:00
Thomas Kaul
e518bc3779
Feature/clean up all time high and low from performance endpoint ( #551 )
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* Remove isAllTimeHigh / isAllTimeLow
* Update changelog
2021-12-18 09:20:42 +01:00
Thomas Kaul
78e0fdb0ca
Add coupon system ( #529 )
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* Add coupon system
* Update changelog
2021-12-09 21:14:44 +01:00
Thomas Kaul
1beb4de62f
Feature/support additional currencies ( #517 )
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* 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 )
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* Improve allocations by currency in combination with cash balances
* Update changelog
2021-12-02 21:53:38 +01:00
Thomas Kaul
da6eaa0d77
Harmonize error log ( #499 )
2021-11-29 21:01:53 +01:00
Thomas Kaul
6c07759eb7
Feature/add market data tab to admin control panel ( #497 )
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* Add market data tab
* Update changelog
2021-11-28 19:46:34 +01:00
Thomas Kaul
72067459d6
Feature/add value to position detail dialog ( #492 )
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* Add value to position detail dialog
* Update changelog
2021-11-27 09:51:08 +01:00
Thomas Kaul
1c2ca5b96b
Feature/accentuate all time high and low ( #428 )
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* 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
e1932eb5a1
Bugfix/exclude drafts from transaction count ( #473 )
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* Fix transactions count (exclude drafts)
* Improve wording (summary page)
* Update changelog
2021-11-14 19:06:54 +01:00
Thomas Kaul
3032126508
Feature/add footer row to accounts table ( #471 )
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* 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 )
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* Add value column
* Update changelog
2021-11-13 20:38:29 +01:00
Thomas Kaul
cd76f89902
Feature/increase decimal places for cryptocurrencies ( #462 )
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* Calculate quantity precision
* Update changelog
2021-11-11 21:21:37 +01:00
Thomas Kaul
d60b444324
Release/1.71.0 ( #458 )
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* Refactor logger
* Fix exception
* Update changelog
2021-11-07 21:25:18 +01:00
Thomas Kaul
678544748a
Add symbol mapping ( #452 )
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* Add symbol mapping
* Update changelog
2021-11-07 09:42:36 +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
2de0e75cb8
Feature/add user interface for granting and revoking public access ( #439 )
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* Add user interface for granting and revoking public access
* Update changelog
2021-10-25 20:46:36 +02:00
Thomas Kaul
1296f95602
Feature/move data enhancer from data provider to data gathering ( #437 )
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* Move data enhancers from data provider to data enhancer module
* Update changelog
2021-10-24 10:49:17 +02:00
Valentin Zickner
099ad18aaf
refactor data-provider.service.ts to have dynamic list of services ( #429 )
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* 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 )
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* Setup public portfolio page
* Update changelog
2021-10-19 18:27:50 +02:00
Thomas Kaul
2e5176bacf
Feature/extend import by csv files ( #419 )
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* Support import of csv files
* Update changelog
2021-10-15 22:22:45 +02:00
Thomas Kaul
93dcbeb6c7
Feature/add validation for import ( #415 )
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* 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 )
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* 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 )
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* Fix links
* Update column
* Fix impersonation mode
* Update changelog
2021-10-03 22:04:23 +02:00
Thomas Kaul
fe2bd6eea8
Feature/protect endpoints ( #396 )
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* Protect endpoints
* Update changelog
2021-09-28 21:37:01 +02:00
Thomas Kaul
dcee651098
Feature/support unlimited currencies ( #387 )
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* 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 )
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* 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 )
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* Nullify net performance
* Update changelog
2021-09-18 19:20:14 +02:00
Thomas Kaul
5b588c2000
Bugfix/hide the current net performance ( #373 )
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* Hide the current net performance
* Update changelog
2021-09-15 22:27:18 +02:00
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
39f315aba0
Feature/add annualized performance ( #364 )
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* Add annualized performance
* Update changelog
2021-09-11 20:16:53 +02:00
