csehatt741
f209519d95
Bugfix/investment calculation for activities in custom currency ( #4597 )
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* Investment calculation for activities in custom currency
* Update changelog
2025-04-27 14:26:14 +02:00
Thomas Kaul
71fc3906c7
Feature/add performance calculation type to user settings ( #4567 )
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* Add performance calculation type to user settings
* Update changelog
2025-04-21 19:28:31 +02:00
csehatt741
3361666f63
Feature/activity in custom currency ( #4486 )
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* Activity in custom currency
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-04-18 11:11:49 +02:00
Thomas Kaul
6122da3f14
Feature/optimize get range query in market data service ( #4527 )
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* Optimize query in getRange()
* Update changelog
2025-04-16 20:48:43 +02:00
Tobias Kugel
57748a18ef
Feature/add data gathering toggle to asset profile details dialog ( #4497 )
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* Add data gathering toggle to asset profile details dialog
* Update changelog
2025-04-05 10:52:31 +02:00
Shaunak Das
a13d6140cf
Feature/extend emergency fund X-ray rule to support assets ( #4485 )
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* Extend emergency fund X-ray rule to support assets
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-03-25 20:54:56 +01:00
Sayed Murtadha Ahmed
6c624fefc9
Feature/eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component ( #4462 )
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* Eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component
* Update changelog
2025-03-22 10:21:28 +01:00
Szymon Łągiewka
795e4582a8
Feature/replace lodash.uniq with Array.from + Set ( #4387 )
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* Replace lodash.uniq with Array.from + Set
* Update chagnelog
2025-03-19 21:10:19 +01:00
Thomas Kaul
6036547cf5
Feature/refactor portfolio calculator factory ( #4454 )
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* Refactor portfolio calculator factory
2025-03-17 21:21:09 +01:00
Thomas Kaul
6cd79fab31
Feature/rename TWR to ROAI ( #4453 )
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* Rename TWR to ROAI
2025-03-16 20:59:21 +01:00
Thomas Kaul
8b353fbf66
Feature/introduce Promise.all() in getPerformance() of portfolio service ( #4381 )
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* Introduce Promise.all()
* Update changelog
2025-03-02 17:01:36 +01:00
csehatt741
035306d4d8
Feature/add createdAt to snapshot and public portfolio endpoint response ( #4350 )
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* Add createdAt to snapshot and public portfolio endpoint response
* Update changelog
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Co-authored-by: Verbindolai <nikolaiwieczorek@web.de>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-02-28 21:00:02 +01:00
csehatt741
634bdf16d6
Feature/extend portfolio snapshot by activities count ( #4352 )
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* Extend portfolio snapshot by activities count
* Update changelog
2025-02-24 21:54:53 +01:00
Shaunak Das
ece8c80aa1
Feature/regional market cluster risk for Asia-Pacific ( #4313 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* Add regional market cluster risk for north america
* Update changelog
2025-01-30 22:41:13 +01:00
Szymon Łągiewka
ca45098de3
Feature/refactor various lodash functions with native JavaScript equivalents ( #4170 )
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* Refactored various lodash functions with native JavaScript equivalents
* Update changelog
2025-01-11 11:12:42 +01:00
Thomas Kaul
6ee6121317
Feature/set up asset class cluster risk x-ray rule ( #4128 )
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* 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
943ff2f0dc
Feature/improve usability of X-ray page by hiding empty rule categories ( #4108 )
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* Hide empty rule categories
* Update changelog
2024-12-14 11:37:39 +01:00
Thomas Kaul
6ad9661d7f
Feature/improve language localization for de 20241214 ( #4123 )
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* Update translations
* Update changelog
2024-12-14 11:19:15 +01:00
Thomas Kaul
6341a6de6a
Feature/refactor X-ray summary ( #4116 )
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* Refactor report statistics
2024-12-12 15:23:13 +01:00
Thomas Kaul
0841f8bd5b
Bugfix/fix exception in portfolio calculator ( #4113 )
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* Fix exception in portfolio calculator
* Update changelog
2024-12-08 18:57:22 +01:00
Thomas Kaul
291be3e605
Feature/extend X-ray page by summary ( #4107 )
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* Add summary to X-ray page
* Update changelog
2024-12-08 08:05:08 +01:00
Thomas Kaul
ebef361d63
Bugfix/fix exception in portfolio calculator ( #4109 )
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* Fix exception in portfolio calculator
* Update changelog
2024-12-07 21:41:21 +01:00
Amandee Ellawala
6057794eb6
Feature/extend assistant by holding selector ( #4031 )
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* Extend assistant by holding selector
* Update changelog
2024-11-10 10:29:43 +01:00
Thomas Kaul
190bb4b6fb
Feature/refactor data gathering items ( #4032 )
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* Refactoring
2024-11-07 19:57:37 +01:00
Thomas Kaul
5de176a7ef
Feature/rename allocation cluster risk x ray rule ( #3994 )
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* Rename Allocation Cluster Risk to Economic Market Cluster Risk
* Update changelog
2024-10-28 20:03:37 +01:00
dw-0
6a10b932b0
Feature/Switch consistent-type-assertions eslint rule from warn to error ( #3982 )
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* Switch consistent-type-assertions eslint rule from warn to error
* Update changelog
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Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2024-10-26 11:07:48 +02:00
Thomas Kaul
fccac5640d
Bugfix/fix calculation of allocation cluster risk x ray rules ( #3988 )
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* Fix calculation of allocation cluster risk X-ray rules
* Update changelog
2024-10-26 09:42:33 +02:00
Ivan Skvortsov
19b8c514f2
Feature/Add static portfolio analysis rule for developed Markets ( #3975 )
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* Add static portfolio analysis rule: Allocation Cluster Risk (Developed Markets)
* Update changelog
2024-10-23 20:31:54 +02:00
vitalymatyushik
d325f8bfaf
Feature/Add static portfolio analysis rule for emerging Markets ( #3949 )
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* Add static portfolio analysis rule: Allocation Cluster Risk (Emerging Markets)
* Update changelog
2024-10-22 20:19:56 +02:00
Thomas Kaul
308d3b64b1
Feature/Remove empty constructors ( #3958 )
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* Remove empty constructors
2024-10-19 18:54:49 +02:00
Thomas Kaul
ce6f175f9a
Bugfix/fix usage of processor portfolio snapshot computation concurrency env variable ( #3936 )
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* Fix usage of PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_CONCURRENCY
* Update changelog
2024-10-16 20:48:27 +02:00
Thomas Kaul
6696a4447a
Feature/Refactor test ok-novn-buy-and-sell-partially to load json file ( #3935 )
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* Refactor test to load json file
2024-10-16 20:44:45 +02:00
Thomas Kaul
f8da265f5f
Feature/restructure XRayRulesSettings ( #3898 )
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* Restructure XRayRulesSettings
* Update changelog
2024-10-12 21:04:09 +02:00
Dhaneshwari Tendle
7a11bb93d5
Feature/Set up unit test that loads activity from exported json file ( #3901 )
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* Set up unit test that loads activity from exported json file
* Update changelog
2024-10-11 21:11:39 +02:00
Thomas Kaul
73cd2f9cb7
Bugfix/fix exception in portfolio details endpoint ( #3896 )
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* Fix exception caused by markets and marketsAdvanced
* Update changelog
2024-10-10 20:27:33 +02:00
dw-0
fc5ed887ff
Feature/Set prefer-const to error in eslint configuration ( #3888 )
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* Set prefer-const to error in eslint configuration
* Update changelog
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Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2024-10-08 15:30:56 +02:00
Thomas Kaul
14b88edff6
Feature/extend MSFT buy with dividend test ( #3891 )
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* Extend test
2024-10-06 21:07:07 +02:00
Thomas Kaul
29d3b762a8
Feature/switch typescript-eslint no-unused-vars to error ( #3887 )
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* Switch @typescript-eslint/no-unused-vars to error
2024-10-06 18:49:42 +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 )
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* Reuse markets calculation in portfolio details endpoint
* Update changelog
2024-10-06 11:03:11 +02:00
ceroma
ecd75b5d8a
Feature/optimize portfolio snapshot computation by reusing date intervals ( #3855 )
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* Optimize portfolio snapshot computation by reusing date intervals
* Update changelog
2024-10-05 18:08:59 +02:00
Thomas Kaul
f3e2091ff4
Feature/refactor markets calculation in details of portfolio service ( #3871 )
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* Refactor markets calculation
2024-10-05 09:58:09 +02:00
Thomas Kaul
bcc8cb1e5b
Feature/modernize rules implementation ( #3869 )
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* Modernize rules implementation
* Include markets in details
2024-10-04 21:44:07 +02:00
Thomas Kaul
413076141c
Bugfix/fix calculation of allocations by market ( #3853 )
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* Fix calculation of allocations by market (unknown)
* Update changelog
2024-10-03 20:18:26 +02:00
ceroma
2ad91e5796
Feature/optimize portfolio calculations with smarter date interval selection ( #3829 )
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* Optimize portfolio calculations with smarter date interval selection
* Update changelog
2024-10-02 11:59:57 +02:00
ceroma
33de8a10bb
Feature/optimize portfolio calculations with smarter cloning of activities ( #3827 )
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* Optimize portfolio calculations with smarter cloning of activities
* Update changelog
2024-09-28 10:23:35 +02:00
