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
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
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
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
6341a6de6a
Feature/refactor X-ray summary ( #4116 )
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* Refactor report statistics
2024-12-12 15:23:13 +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
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
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
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
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
Thomas Kaul
bb445ddf2e
Feature/improve experimental chart in account detail dialog ( #3813 )
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* Improve chart in account detail dialog
* Update changelog
2024-09-24 19:45:48 +02:00
Thomas Kaul
9fb80e5067
Feature/remove accounts from holding endpoint ( #3765 )
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* Clean up accounts
2024-09-14 17:29:52 +02:00
Shaunak Das
323cfbfcaa
Feature/introduce filters in account endpoint ( #3764 )
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* Introduce filters in acount endpoint
* Integrate endpoint in holding detail dialog
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-14 10:53:39 +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
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
e23019a115
Feature/improve liabilities in portfolio calculator ( #3696 )
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Improve liabilities
2024-08-25 09:03:39 +02:00
gizmodus
f360a12823
Feature/rework portfolio calculator ( #3393 )
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* Rework portfolio calculation
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-08-24 16:59:50 +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
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
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
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
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
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
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
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
