Thomas Kaul
beb12637ce
Bugfix/fix total calculation for sell and dividend ( #850 )
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* Fix calculation for sell and dividend activities
* Update changelog
2022-04-22 19:29:18 +02:00
Thomas Kaul
20358d9105
Feature/persist savings rate ( #849 )
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* Persist savings rate
* Update changelog
2022-04-21 23:07:19 +02:00
Thomas Kaul
056b318d86
Bugfix/fix end date in ics files ( #841 )
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* Fix end date
* Update changelog
2022-04-18 11:31:16 +02:00
Thomas Kaul
6e7cf0380b
Feature/export single draft ( #835 )
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* Export single draft
* Update changelog
2022-04-16 11:33:01 +02:00
Thomas Kaul
8526b5a027
Feature/export draft activities as ics ( #830 )
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* Export draft activities as ICS
* Update changelog
2022-04-15 10:53:40 +02:00
Thomas Kaul
23f2ac472e
Feature/add fire calculator ( #822 )
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* Add fire calculator
* Update changelog
2022-04-10 20:02:31 +02:00
Thomas Kaul
3d3a6c1204
Feature/improve fire section ( #813 )
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* Improve FIRE section
* Update changelog
2022-04-09 09:03:39 +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
2a854e2574
Various improvements ( #807 )
2022-04-06 21:21:53 +02:00
Thomas Kaul
1214127ec0
Feature/rename orders to activities in import and export ( #786 )
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* Rename orders to activities
* Update changelog
2022-04-02 10:26:17 +02:00
Thomas Kaul
7f0c98cae6
Feature/setup fire page with 4 percent rule ( #773 )
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* Setup page for FIRE
* Update changelog
2022-03-30 21:14:49 +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
c216ab1d76
Eliminate data source from order model ( #730 )
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* Eliminate currency, data source and symbol from order model
* Remove prefix for symbols with data source GHOSTFOLIO
* Update changelog
2022-03-05 11:07:27 +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
46b91d3c3b
Feature/improve portfolio page ( #721 )
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* Improve page
* Update changelog
2022-02-23 19:00:13 +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
dcc7ef89fe
Release/1.114.1 ( #689 )
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* Fix creation of wealth items
* Release 1.114.1
2022-02-10 11:16:25 +01:00
Thomas Kaul
76f70598e2
Feature/add support for wealth items ( #666 )
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* Add support for wealth items
* Update changelog
2022-02-10 09:39:10 +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
8bd9330acc
Feature/improve usability of create or edit transaction dialog ( #661 )
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* Move the fee to the bottom
* Update changelog
2022-02-01 20:35:44 +01:00
Thomas Kaul
b8ad6d6662
Feature/improve import ( #657 )
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* Improve import
* Update changelog
Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>
2022-02-01 19:12:00 +01:00
Ronald Konjer
919b20197f
import csv with account name or id ( #654 )
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* import csv with account id
2022-01-29 17:27:33 +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
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
d3707bbb87
Bugfix/fix preselected default account in create activity dialog ( #624 )
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* Fix preselected default account
* Update changelog
2022-01-11 19:50:22 +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
aca37a27f9
Feature/add top performers to analysis page ( #613 )
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* Add Top 3 / Bottom 3 performers
* Update changelog
2022-01-02 13:29:45 +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
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
b291d9e031
Feature/refactor transactions to activities table ( #600 )
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* Refactor transactions to activities table with attributes and routes
* Update changelog
2021-12-30 18:56:51 +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
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
ee397c8047
Bugfix/fix file type detection for import ( #587 )
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* Fix file type detection ("application/vnd.ms-excel" instead of "text/csv")
* Update changelog
2021-12-26 20:54:53 +01:00
Thomas Kaul
ddce8cc7f9
Feature/support update of historical data ( #557 )
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* Support update of historical data
* Update changelog
2021-12-19 10:57:50 +01:00
Thomas Kaul
d09cad4e05
Feature/read only mode ( #520 )
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* Setup read only mode and update permissions dynamically
* Update changelog
2021-12-07 20:24:15 +01:00
Thomas Kaul
572bfc59b8
Add guards ( #486 )
2021-11-22 20:35:25 +01:00
Thomas Kaul
bc58ee86ca
Feature/usability improvements in the create or edit transaction dialog ( #483 )
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* Usability improvements
* Disable the symbol input in edit mode
* Filter accounts by type (SECURITIES)
* Update changelog
2021-11-20 20:41:33 +01:00
Thomas Kaul
b6902e10ea
Feature/improve import json file validation ( #455 )
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* Improve import validation
* Update changelog
2021-11-07 17:16:19 +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
1d9a31dbb8
Improve styling ( #423 )
2021-10-17 11:42:27 +02:00
Thomas Kaul
b57301ef50
Feature/extend import validation message ( #421 )
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* Extend import validation message
* Update changelog
2021-10-16 21:23:15 +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
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
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
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
