245 Commits

Author SHA1 Message Date
Shaunak Das
ece8c80aa1
Feature/regional market cluster risk for Asia-Pacific (#4313)
* Add regional market cluster risk for Asia-Pacific

* Update changelog
2025-02-12 21:18:35 +01:00
Shaunak Das
b616274380
Feature/add regional market cluster risk for Japan (#4309)
* Add regional market cluster risk for Japan

* Update changelog
2025-02-11 21:17:30 +01:00
Shaunak Das
dee612b2a2
Feature/add regional market cluster risk for emerging markets (#4291)
* Add regional market cluster risk for emerging markets

* Update changelog
2025-02-07 18:08:14 +01:00
Shaunak Das
06298089db
Feature/add regional market cluster risk rule for Europe (#4271)
* Add regional market cluster risk rule for Europe

* Update changelog
2025-02-04 19:58:50 +01:00
Shaunak Das
8bd869e1b2
Feature/add regional market cluster risk for north america (#4240)
* Add regional market cluster risk for north america

* Update changelog
2025-01-30 22:41:13 +01:00
Thomas Kaul
4cb4375514
Bugfix/fix issue with holdings and sectors while using symbol profile overrides (#4234)
* Fix issue with holdings and sectors while using symbol profile overrides

* Update changelog
2025-01-24 19:47:50 +01:00
Thomas Kaul
d7171b9221
Feature/extend promotion system by label (#4181)
* Extend promotion system by label
2025-01-12 11:35:17 +01:00
Thomas Kaul
8c7cb78c0b
Feature/add copy AI prompt to clipboard action to analysis page (#4176)
* Add copy AI prompt to clipboard action

* Update changelog
2025-01-08 19:55:23 +01:00
Thomas Kaul
c9047e7c17
Feature/add user interface for received access (#4146)
* Add user interface for received access

* Update changelog
2024-12-27 10:12:45 +01:00
Thomas Kaul
6ee6121317
Feature/set up asset class cluster risk x-ray rule (#4128)
* Set up Asset Class Cluster Risk rule (equity)

* Set up Asset Class Cluster Risk rule (fixed income)

* Update changelog
2024-12-17 20:33:57 +01:00
Thomas Kaul
c3bd433ac9
Feature/move market data management from admin to dedicated endpoint (#4125)
* Move market data management from admin to dedicated endpoint

* Update changelog
2024-12-15 20:18:42 +01:00
Thomas Kaul
291be3e605
Feature/extend X-ray page by summary (#4107)
* Add summary to X-ray page

* Update changelog
2024-12-08 08:05:08 +01:00
Thomas Kaul
13582afd93
Feature/Setup API keys for Ghostfolio data provider (#4093)
* Setup API keys for Ghostfolio data provider
2024-12-07 15:13:12 +01:00
Thomas Kaul
3194ed2145
Feature/improve usability of Ghostfolio data provider (#4086)
* Improve usability
2024-11-30 17:30:49 +01:00
Thomas Kaul
2067e8ea40
Feature/add support for dividends in Ghostfolio data provider (#4081)
* Add support for dividends
2024-11-30 11:49:24 +01:00
Thomas Kaul
fc7e350cf7
Feature/extend users table of admin control panel (#4076)
* Extend users table

* Update changelog
2024-11-27 08:10:20 +01:00
Thomas Kaul
5f98dfa5d6
Feature/set up Ghostfolio data provider (#4016)
* Set up Ghostfolio data provider

* Update translations

* Update changelog
2024-11-24 19:49:08 +01:00
Jory Hogeveen
707c77f0cf
Feature/extend allocations by ETF holding with parent ETFs (#4044)
* Extend allocations by ETF holding with parent ETFs

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-11-23 10:25:07 +01:00
QURBAN AHMAD
6d440eb777
Feature/add count to admin user endpoint response (#4058)
* Add count to admin user endpoint response

* Update changelog
2024-11-20 20:20:11 +01:00
Amandee Ellawala
6057794eb6
Feature/extend assistant by holding selector (#4031)
* Extend assistant by holding selector

* Update changelog
2024-11-10 10:29:43 +01:00
Thomas Kaul
93001b68ad
Feature/introduce lookup response interface (#4019)
* Introduce lookup response interface

* Refactor lookup item interface
2024-11-03 19:58:19 +01:00
Thomas Kaul
5f56812125
Feature/extend promotion system (#4008)
* Extend promotion system
2024-11-02 13:44:57 +01:00
Thomas Kaul
5de176a7ef
Feature/rename allocation cluster risk x ray rule (#3994)
* Rename Allocation Cluster Risk to Economic Market Cluster Risk

* Update changelog
2024-10-28 20:03:37 +01:00
dw-0
405ec0d2b2
Feature/switch the consistent-type-definitions eslint rule from warn to error (#3980)
* Switch the consistent-type-definitions eslint rule from warn to error

* Update changelog

---------

Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2024-10-26 09:41:37 +02:00
Thomas Kaul
144e5da753
Feature/add units to x ray rule settings (#3926)
* Introduce unit

* Update changelog
2024-10-15 20:49:04 +02:00
Thomas Kaul
f8da265f5f
Feature/restructure XRayRulesSettings (#3898)
* Restructure XRayRulesSettings

* Update changelog
2024-10-12 21:04:09 +02:00
Matej Gerek
98957d282e
Feature/move tags from info to user service (#3859)
* Move tags from info to user service

* Update changelog
2024-10-09 21:04:37 +02:00
Thomas Kaul
bce18f7261
Feature/reuse advanced markets calculation in portfolio details endpoint (#3884) 2024-10-06 17:05:06 +02:00
Thomas Kaul
f48ce4e1ae
Feature/reuse markets calculation in portfolio details endpoint (#3883)
* Reuse markets calculation in portfolio details endpoint

* Update changelog
2024-10-06 11:03:11 +02:00
Thomas Kaul
b50a1fc63d
Feature/reuse markets calculation in public portfolio endpoint (#3882)
* Reuse markets calculation in public portfolio endpoint

* Update changelog
2024-10-06 10:27:42 +02:00
Thomas Kaul
f3e2091ff4
Feature/refactor markets calculation in details of portfolio service (#3871)
* Refactor markets calculation
2024-10-05 09:58:09 +02:00
Thomas Kaul
bcc8cb1e5b
Feature/modernize rules implementation (#3869)
* Modernize rules implementation

* Include markets in details
2024-10-04 21:44:07 +02:00
Thomas Kaul
d00d7ac1dd
Feature/add support for archived product page (#3843)
* Add support for archived product page
2024-09-29 19:27:02 +02:00
Thomas Kaul
bb445ddf2e
Feature/improve experimental chart in account detail dialog (#3813)
* Improve chart in account detail dialog

* Update changelog
2024-09-24 19:45:48 +02:00
Thomas Kaul
4a97e2bb54
Feature/align holdings and regions of public page with allocations page (#3815)
* Align holdings and regions of public page with allocations page

* Update changelog
2024-09-24 19:17:58 +02:00
Thomas Kaul
583c14128b
Feature/extend public api with portfolio performance metrics endpoint (#3762)
* Extend Public API with portfolio performance metrics endpoint

* Update changelog
2024-09-21 10:42:43 +02:00
Nikolai
38ac3d387b
Feature/extend market data endpoint by lastMarketPrice (#3752)
* Extend market data endpoint by lastMarketPrice

* Integrate last market price in admin market data

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-15 20:18:24 +02:00
Thomas Kaul
3de192c65e
Feature/expose thresholds in rule settings (#3770) 2024-09-14 19:42:37 +02:00
Shaunak Das
383a02519a
Feature/extend filters of order endpoint (#3743)
* Extend filters of order endpoint

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-10 20:22:51 +02:00
Thomas Kaul
9cd4321bd0
Feature/extract users from admin control panel endpoint to dedicated endpoint (#3740)
* Introduce GET api/v1/admin/user endpoint

* Update changelog
2024-09-08 09:56:08 +02:00
Shaunak Das
7ea9061852
Feature/execute scraper configuration instantly (#3723)
* Execute scraper configuration instantly

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-04 21:17:38 +02:00
gizmodus
f360a12823
Feature/rework portfolio calculator (#3393)
* 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)
* Add support to deactivate X-ray rules

* Update changelog
2024-08-21 19:38:37 +02:00
Thomas Kaul
41f5801b5e
Feature/refactor unique asset type to asset profile identifier (#3636)
* Refactoring
2024-08-04 08:27:05 +02:00
Thomas Kaul
02db0db733
Feature/persist view mode of holdings tab on home page (#3624)
* Persist view mode of holdings in user settings

* Update changelog
2024-08-02 20:27:58 +02:00
Thomas Kaul
43fca7ff43
Feature/improve personal finance tools product page (#3599)
* Localize origin
* Localize regions
* Localize tags
2024-07-23 20:59:23 +02:00
Thomas Kaul
43afb16808
Feature/introduce isUsedByUsersWithSubscription flag (#3573) 2024-07-16 20:51:49 +02:00
Thomas Kaul
519827045a
Feature/add dialog for benchmarks in markets overview (#3493)
* Add benchmarks dialog in markets overview

* Update changelog
2024-06-15 09:49:54 +02:00
Eduardo Marinho
873fd53715
Feature/extend market data with currencies preset by activities count and date (#3460)
* Extend market data with currencies preset by activities count and date

* Update changelog
2024-06-12 20:28:55 +02:00
Thomas Kaul
cc92592d86
Feature/refactor personal finance tools section (#3478)
* Refactoring
2024-06-11 11:57:24 +02:00