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e68aa1fa68
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Clean up imports (#267)
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2021-08-07 22:37:39 +02:00 |
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bb76ace95d
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Feature/improve support for draft transactions (#265)
* Improve support for draft transactions
* Update changelog
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2021-08-07 20:52:55 +02:00 |
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f743c03e17
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Feature/restructure page hierarchy (#259)
* Introduce portfolio group, remove tools
* Extract allocations to separate page
* Update changelog
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2021-08-07 07:12:40 +02:00 |
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dfcf826b4f
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implement support for buy-sell(-buy) scenario (#262)
Co-authored-by: Valentin Zickner <github@zickner.ch>
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2021-08-07 07:07:12 +02:00 |
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218efbb5bd
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fix position diagram for sold items (#261)
* fix position diagram for sold items
* Add missing data to position from the past
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
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2021-08-07 07:03:35 +02:00 |
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ba3b4564cd
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Bugfix/dashboard currencies (#260)
* filter list of orders only for relevant orders
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
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2021-08-06 21:47:27 +02:00 |
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bf256ae50c
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fix position currency conversion (#256)
Co-authored-by: Valentin Zickner <github@zickner.ch>
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2021-08-05 22:36:18 +02:00 |
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c4b6273886
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Clean up viewport scroller (#255)
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2021-08-05 22:32:55 +02:00 |
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7f047362cc
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Bugfix/fix division by zero in calculate overall gross performance (#253)
* Fix error with division by zero
* Update changelog
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2021-08-05 07:49:25 +02:00 |
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94d2310217
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Bugfix/fix spike of positions with differing currency of user (#248)
* Convert market price back to currency of position
* Update changelog
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2021-08-04 20:43:00 +02:00 |
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b7d950f3f9
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Bugfix/fix missing market state in positions (#250)
* Fix missing market state in positions
* Update changelog
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2021-08-04 17:55:34 +02:00 |
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b7943889da
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Feature/add screenshot (#251)
* Add screenshot
* Update changelog
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2021-08-03 21:02:51 +02:00 |
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4bd41ffa41
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Feature/eliminate name from timeline position (#245)
* Eliminate name from timeline position: Get the name from the symbolProfileService instead
* Update changelog
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2021-08-01 20:43:12 +02:00 |
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423ceec317
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Feature/remove symbol icon from dialog header (#244)
* Remove symbol icon from dialog header
* Clean up code
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2021-08-01 17:26:39 +02:00 |
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5b4a1785ae
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fix investment values for portfolio.service.ts (#243)
* fix investment values for portfolio.service.ts
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
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2021-08-01 16:26:25 +02:00 |
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823501f43e
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Sort imports (#242)
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2021-08-01 09:41:44 +02:00 |
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331ac7ded2
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remove unused method in portfolio.service.ts (#240)
Co-authored-by: Valentin Zickner <github@zickner.ch>
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2021-08-01 09:39:41 +02:00 |
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982ba7377a
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remove legacy portfolio.ts
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2021-08-01 00:55:10 +02:00 |
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4bbd17a37a
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fix tests
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2021-08-01 00:55:10 +02:00 |
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6a7def6c48
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Clean up
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2021-08-01 00:55:10 +02:00 |
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ea219f0b88
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Add guard
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2021-08-01 00:55:10 +02:00 |
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23b2e03923
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refactor rule evaluation
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2021-08-01 00:55:10 +02:00 |
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04e6518226
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move report generation to PortfolioService
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2021-08-01 00:55:10 +02:00 |
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72dbe00091
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change rule service interface
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2021-08-01 00:55:10 +02:00 |
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9834c52739
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refactor rule settings
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2021-08-01 00:55:10 +02:00 |
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c47578bd3e
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Clean up
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2021-08-01 00:55:10 +02:00 |
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9e4a49d811
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Remove fallback
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2021-08-01 00:55:10 +02:00 |
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a3a98c68a5
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Fix missing currency conversion
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2021-08-01 00:55:10 +02:00 |
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21570cca19
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Fix impersonation in performance endpoint
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2021-08-01 00:55:10 +02:00 |
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71a3115fc6
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refactor get position endpoint
Co-authored-by: Thomas <dotsilver@gmail.com>
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2021-08-01 00:55:10 +02:00 |
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de83dc7b84
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create investment endpoint for analysis timeline
Co-authored-by: Thomas <dotsilver@gmail.com>
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2021-08-01 00:55:10 +02:00 |
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4a0695613e
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refactor PortfolioService#getOverview
Co-authored-by: Thomas <dotsilver@gmail.com>
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2021-08-01 00:55:10 +02:00 |
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328d814922
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remove getPerformance from portfolio.ts
Co-authored-by: Thomas <dotsilver@gmail.com>
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2021-08-01 00:55:10 +02:00 |
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d23addb673
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change getDetails to portfolio-calculator.ts
Co-authored-by: Thomas <dotsilver@gmail.com>
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2021-08-01 00:55:10 +02:00 |
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fb15cebb64
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Add test (#237)
* Add test
* fix calculation for overall gross performance percentage
Co-authored-by: Valentin Zickner <github@zickner.ch>
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2021-08-01 00:55:10 +02:00 |
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9c51a257ae
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fix performance of combination of investments
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2021-08-01 00:55:10 +02:00 |
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f9b9dc32cb
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Always show positions title
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2021-08-01 00:55:10 +02:00 |
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e7194ef3ce
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Use new positions service
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2021-08-01 00:55:10 +02:00 |
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ec5523b459
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Handle empty portfolio
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2021-08-01 00:55:10 +02:00 |
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c8c21a016a
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Handle empty portfolio
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2021-08-01 00:55:10 +02:00 |
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9821b7f8f0
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Add TWR test scenario 1 (#236)
* Add TWR test scenario 1
* fix second transaction item
* change time-weighted rate algorithm
Co-authored-by: Valentin Zickner <valentin.zickner@flowable.com>
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2021-08-01 00:55:10 +02:00 |
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ed731afc66
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fix market price fetch in case symbols are missing
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2021-08-01 00:55:10 +02:00 |
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ff15d5cbc4
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Rename performance labels
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2021-08-01 00:55:10 +02:00 |
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3c4949de35
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Hide net performance
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2021-08-01 00:55:10 +02:00 |
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bd0e53525b
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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cbdb68e2f8
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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8571709014
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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e7ef1d426e
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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39cba0a8eb
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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a90c314e30
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Refactoring
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2021-08-01 00:55:10 +02:00 |
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