Thomas Kaul
df5e2f5f0e
Feature/extract common CACHE_TTL as constants ( #3722 )
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Extract CACHE_TTL
* CACHE_TTL_NO_CACHE
* CACHE_TTL_INFINITE
2024-09-05 18:23:38 +02:00
Thomas Kaul
c48e4ec4c6
Feature/improve usage of portfolio calculator in holding endpoint ( #3727 )
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* Improve usage of portfolio calculator
2024-09-03 20:42:49 +02:00
Thomas Kaul
71a568264d
Feature/improve portfolio snapshot caching ( #3717 )
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* Improve portfolio snapshot caching
* Update changelog
2024-08-31 16:11:52 +02:00
Thomas Kaul
b794c4dcc8
Feature/add todo for emergency fund positions value calculation ( #3684 )
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* Add todo
2024-08-30 11:54:23 +02:00
Thomas Kaul
c4a28c6bff
Feature/set up a performance logging service ( #3703 )
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* Setup performance logging service
* Update changelog
2024-08-28 20:28:36 +02:00
Thomas Kaul
d08e8b4fd8
Feature/expose max chart items as env variable ( #3701 )
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* Expose MAX_CHART_ITEMS as env variable
* Update changelog
2024-08-26 16:21:16 +02:00
Thomas Kaul
e23019a115
Feature/improve liabilities in portfolio calculator ( #3696 )
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Improve liabilities
2024-08-25 09:03:39 +02:00
Thomas Kaul
a8e0bb5a21
Bugfix/fix division by zero in performance calculation ( #3695 )
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* Fix division by zero
* Update changelog
2024-08-25 09:02:14 +02:00
gizmodus
f360a12823
Feature/rework portfolio calculator ( #3393 )
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* Rework portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-08-24 16:59:50 +02:00
Bastien Jeannelle
2b212078b8
Feature/add support to deactivate x-ray rules ( #3537 )
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* Add support to deactivate X-ray rules
* Update changelog
2024-08-21 19:38:37 +02:00
Thomas Kaul
c34959896c
Feature/improve color assignment with annualized performance in treemap chart ( #3657 )
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* Improve color assignment
* Update changelog
2024-08-10 09:01:28 +02:00
Thomas Kaul
41f5801b5e
Feature/refactor unique asset type to asset profile identifier ( #3636 )
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* Refactoring
2024-08-04 08:27:05 +02:00
Thomas Kaul
8f6203d296
Feature/manage tags of holdings ( #3630 )
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* Manage tags of holdings
* Update changelog
2024-08-03 15:46:01 +02:00
Thomas Kaul
fcc2ab1a48
Feature/change color assignment by annualized performance in treemap chart ( #3617 )
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* Change color assignment to annualized performance
* Update changelog
2024-07-31 19:18:50 +02:00
Thomas Kaul
dd15bba359
Bugfix/fix public page for non existent access ( #3604 )
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* Handle non-existent access
* Update changelog
2024-07-23 21:00:20 +02:00
Thomas Kaul
9d6214e93a
Bugfix/fix fees calculation in portfolio summary ( #3567 )
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* Fix fees calculation
* Update changelog
2024-07-13 18:24:03 +02:00
Thomas Kaul
1c9805bb96
Feature/improve allocations by etf holding for impersonation mode ( #3534 )
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* Improve allocations by ETF holding for impersonation mode
* Update changelog
2024-07-04 20:25:15 +02:00
Thomas Kaul
23e4d5454d
Feature/improve allocations by etf holding ( #3467 )
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* Improve allocations by ETF holding
* Update changelog
2024-06-08 11:17:27 +02:00
Thomas Kaul
8a9ae9bb33
Feature/allocations by etf holding ( #3464 )
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* Setup allocations by ETF holding
* Update changelog
2024-06-07 21:45:07 +02:00
Thomas Kaul
b12ac1fe84
Feature/simplify module imports of api ( #3443 )
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* Simplify module imports
2024-06-01 10:02:43 +02:00
Thomas Kaul
e31b4c64cb
Feature/refactor holding detail dialog to standalone ( #3407 )
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* Refactor holding detail dialog to standalone
* Update changelog
2024-05-19 19:13:14 +03:00
Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
2024-05-08 20:04:32 +02:00
Thomas Kaul
f2cb671c7f
Feature/optimize get porfolio details endpoint ( #3366 )
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* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
2024-05-04 15:53:02 +02:00
Thomas Kaul
f3d961bc16
Feature/move holdings table to holdings tab of home page ( #3368 )
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* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
2024-05-04 14:11:37 +02:00
Thomas Kaul
77beaaba08
Refactoring portfolio service ( #3365 )
2024-05-03 21:48:46 +02:00
Thomas Kaul
486de968a2
Bugfix/fix division by zero error in dividend yield calculation ( #3354 )
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* Handle division by zero
* Update changelog
2024-05-02 17:53:34 +02:00
Thomas Kaul
a5833566a8
Feature/skip caching in portfolio calculator if active filters ( #3348 )
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* Skip caching if active filters
* Update changelog
2024-05-02 17:52:39 +02:00
Thomas Kaul
4efd5cefd8
Bugfix/calculation of portfolio summary caused by future liabilities ( #3342 )
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* Adapt date of future activities
* Update changelog
2024-04-29 20:12:12 +02:00
Thomas Kaul
e10707fde4
Add missing guard to fix public page ( #3339 )
2024-04-27 19:24:08 +02:00
Thomas Kaul
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
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* Set up caching
* Update changelog
2024-04-27 15:35:28 +02:00
Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
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* Change CASH to LIQUIDITY in asset class enum
* Update changelog
2024-04-23 18:55:37 +02:00
Thomas Kaul
39bd4a349b
Feature/improve chart in account detail dialog ( #3314 )
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* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
2024-04-21 17:11:53 +02:00
Thomas Kaul
551b83a6e3
Bugfix/fix gaps in portfolio performance charts ( #3311 )
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* Fix gaps in charts
* Update changelog
2024-04-20 15:40:59 +02:00
Thomas Kaul
212aa6a63b
Feature/add date range support to portfolio holdings page ( #3303 )
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* Add date range support
* Update changelog
2024-04-20 09:51:12 +02:00
Thomas Kaul
dba73d80a3
Improve logging ( #3300 )
2024-04-19 20:31:38 +02:00
Thomas Kaul
15857118fe
Feature/let data gathering queue jobs fail by throwing errors ( #3281 )
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* Let data gathering queue jobs fail by throwing errors
* Update changelog
2024-04-17 17:35:51 +02:00
Thomas Kaul
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
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* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
2024-04-14 08:12:32 +02:00
Thomas Kaul
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
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* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
2024-04-13 11:07:18 +02:00
Thomas Kaul
45340b581f
Bugfix/fix public page by including markets data ( #3263 )
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* Include markets data
* Update changelog
2024-04-12 15:13:34 +02:00
Thomas Kaul
2b97bbd05d
Move getChart() to portfolio calculator ( #3255 )
2024-04-09 13:44:23 +02:00
Thomas Kaul
07c0e5a612
Feature/add currency to order database schema ( #3251 )
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* Add currency to Order database schema
* Update changelog
2024-04-07 11:30:32 +02:00
Thomas Kaul
719bbe156e
Feature/optimize calculation of allocations by market ( #3249 )
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* Optimize calculation of allocations by market
* Update changelog
2024-04-07 09:26:30 +02:00
Thomas Kaul
b51255a543
Feature/add key to x ray rule ( #3248 )
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* Add key
* Update changelog
2024-04-07 09:25:14 +02:00
Thomas Kaul
ca2e748c56
Bugfix/add missing tags in portfolio calculator ( #3243 )
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* Add missing tags
* Update changelog
2024-04-06 20:03:16 +02:00
Arshad Jamal
371c999fbc
Feature/Add dividend yield to position detail dialog ( #2636 )
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* Add dividend yield to position detail dialog
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-04-03 19:47:53 +02:00
Thomas Kaul
d7b579e3e8
Feature/refactor getAnnualizedPerformancePercent to portfolio calculator ( #3226 )
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* Move getAnnualizedPerformancePercent() to portfolio calculator
2024-04-01 10:42:15 +02:00
Thomas Kaul
b8533050b0
Bugfix/fix duplicated tags in position detail dialog ( #3224 )
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* Fix duplicated tags
* Update changelog
2024-04-01 09:22:35 +02:00
Francisco Silva
8cd6c34ed8
Feature/introduce portfolio calculator factory ( #3214 )
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* Introduce portfolio calculator factory
* Update changelog
2024-03-31 20:07:58 +02:00
Thomas Kaul
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
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* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
2024-03-30 13:06:42 +01:00
Thomas Kaul
63a61fb492
Move portfolio calculator ( #3204 )
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* Move portfolio calculator
2024-03-29 17:47:44 +01:00
