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f3d961bc16
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Feature/move holdings table to holdings tab of home page (#3368)
* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
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2024-05-04 14:11:37 +02:00 |
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42b70ef568
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Feature/improve performance labels in position detail dialog (#3363)
* Improve performance labels (with and without currency effects)
* Update changelog
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2024-05-04 07:49:37 +02:00 |
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77beaaba08
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Refactoring portfolio service (#3365)
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2024-05-03 21:48:46 +02:00 |
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0a53df4293
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Feature/improve inactive user role (#3360)
* Improve inactive role
* Update changelog
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2024-05-02 20:31:20 +02:00 |
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486de968a2
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Bugfix/fix division by zero error in dividend yield calculation (#3354)
* Handle division by zero
* Update changelog
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2024-05-02 17:53:34 +02:00 |
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a5833566a8
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Feature/skip caching in portfolio calculator if active filters (#3348)
* Skip caching if active filters
* Update changelog
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2024-05-02 17:52:39 +02:00 |
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2173c418a7
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Feature/validate forms using DTO for access, asset profile, tag and platform management (#3337)
* Validate forms using DTO for access, asset profile, tag and platform management
* Update changelog
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2024-04-30 08:04:45 +02:00 |
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4efd5cefd8
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Bugfix/calculation of portfolio summary caused by future liabilities (#3342)
* Adapt date of future activities
* Update changelog
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2024-04-29 20:12:12 +02:00 |
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e10707fde4
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Add missing guard to fix public page (#3339)
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2024-04-27 19:24:08 +02:00 |
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4f41bac328
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Feature/set up caching in portfolio calculator (#3335)
* Set up caching
* Update changelog
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2024-04-27 15:35:28 +02:00 |
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cd07802400
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Bugfix/fix historical market data gathering for asset profiles with manual data source (#3336)
* Fix historical market data gathering for asset profiles with MANUAL data source
* Update changelog
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2024-04-27 15:29:32 +02:00 |
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b692b7432c
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Feature/set up event system for portfolio changes (#3333)
* Set up event system for portfolio changes
* Update changelog
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2024-04-26 20:13:53 +02:00 |
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55b0fe232c
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Bugfix/reset form values to null if empty string (#3327)
* Reset form values to null if empty string
* Update changelog
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2024-04-25 19:04:28 +02:00 |
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46432edce9
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Feature/extend faq by custom asset instructions (#3326)
* Add instructions for custom asset
* Update changelog
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2024-04-24 20:35:39 +02:00 |
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990028316e
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Refactor form controls to form getter (#3325)
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2024-04-24 20:20:56 +02:00 |
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cdbe6eedeb
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Feature/change cash to liquidity in asset class enum (#3321)
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
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2024-04-23 18:55:37 +02:00 |
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39bd4a349b
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Feature/improve chart in account detail dialog (#3314)
* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
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2024-04-21 17:11:53 +02:00 |
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1132dc9bdd
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Feature/add unique constraint to account balance database schema (#3315)
* Add accountId and date as unique constraint to AccountBalance schema
* Update changelog
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2024-04-21 10:28:51 +02:00 |
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2d70b18593
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Remove links (#3306)
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2024-04-21 10:08:22 +02:00 |
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b6ea7d23fa
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Bugfix/add total value in base currency to redacted values (#3313)
* Add totalValueInBaseCurrency
* Update changelog
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2024-04-21 08:33:38 +02:00 |
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551b83a6e3
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Bugfix/fix gaps in portfolio performance charts (#3311)
* Fix gaps in charts
* Update changelog
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2024-04-20 15:40:59 +02:00 |
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895c4fe299
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Improve style on mobile (#3310)
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2024-04-20 12:54:23 +02:00 |
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ccb1bf881e
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Feature/improve language localization for de 20240420 (#3309)
* Update translations
* Update changelog
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2024-04-20 12:54:06 +02:00 |
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7788b5a987
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Improve messages (#3308)
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2024-04-20 12:53:51 +02:00 |
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dfacbed66d
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Feature/add support to create account cash balances (#3260)
* Add support to create account cash balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
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2024-04-20 11:00:00 +02:00 |
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22d63c6102
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Improve logging (#3304)
* Improve logging
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2024-04-20 10:49:18 +02:00 |
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212aa6a63b
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Feature/add date range support to portfolio holdings page (#3303)
* Add date range support
* Update changelog
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2024-04-20 09:51:12 +02:00 |
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bed9ae916c
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Migrate UI components to standalone (#3302)
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2024-04-19 20:57:47 +02:00 |
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b6ad362850
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Feature/remove date range support in activities table on portfolio activities page (#3301)
* Remove date range support
* Update changelog
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2024-04-19 20:44:28 +02:00 |
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ab86dd5318
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Add Home Assistant (#3291)
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2024-04-19 20:43:52 +02:00 |
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dba73d80a3
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Improve logging (#3300)
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2024-04-19 20:31:38 +02:00 |
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92fb05320a
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Migrate UI components to standalone (#3296)
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2024-04-19 18:31:35 +02:00 |
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73d62bb51f
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Migrate UI components to standalone (#3290)
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2024-04-18 20:46:12 +02:00 |
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15857118fe
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Feature/let data gathering queue jobs fail by throwing errors (#3281)
* Let data gathering queue jobs fail by throwing errors
* Update changelog
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2024-04-17 17:35:51 +02:00 |
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9241c04d5a
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Feature/add form validation against DTO for activity and account (#3230)
* Add form validation against DTO for activity and account
* Update changelog
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2024-04-14 19:52:41 +02:00 |
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5d4e2fba8c
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Feature/move wealth item and liability calculations to portfolio calculator (#3272)
* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
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2024-04-14 08:12:32 +02:00 |
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6c57609db8
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Feature/move dividend fee and interest calculation to portfolio calculator (#3267)
* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
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2024-04-13 11:07:18 +02:00 |
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4e7d93db13
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Feature/adapt priorities of data gathering jobs (#3262)
* Adapt priorities of data gathering jobs
* Update changelog
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2024-04-13 09:28:14 +02:00 |
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45340b581f
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Bugfix/fix public page by including markets data (#3263)
* Include markets data
* Update changelog
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2024-04-12 15:13:34 +02:00 |
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6f8fe45fc2
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Update OSS Friends (#3258)
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2024-04-11 19:14:56 +02:00 |
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34d9ceb009
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Feature/add support to immediately execute queue job (#3259)
* Add support to immediately execute queue job
* Update changelog
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2024-04-11 19:14:03 +02:00 |
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2b97bbd05d
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Move getChart() to portfolio calculator (#3255)
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2024-04-09 13:44:23 +02:00 |
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07c0e5a612
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Feature/add currency to order database schema (#3251)
* Add currency to Order database schema
* Update changelog
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2024-04-07 11:30:32 +02:00 |
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719bbe156e
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Feature/optimize calculation of allocations by market (#3249)
* Optimize calculation of allocations by market
* Update changelog
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2024-04-07 09:26:30 +02:00 |
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b51255a543
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Feature/add key to x ray rule (#3248)
* Add key
* Update changelog
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2024-04-07 09:25:14 +02:00 |
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50dbbf0569
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Feature/refactor symbol icon module to asset profile icon component (#3245)
* Refactor symbol icon module to asset profile icon component (standalone)
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2024-04-06 21:15:19 +02:00 |
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ca2e748c56
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Bugfix/add missing tags in portfolio calculator (#3243)
* Add missing tags
* Update changelog
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2024-04-06 20:03:16 +02:00 |
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6152ff4b44
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Remove condition (#3242)
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2024-04-06 12:50:35 +02:00 |
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c6641fde36
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Feature/add icon to create or update platform dialog (#3241)
* Add platform icon
* Update changelog
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2024-04-06 09:11:15 +02:00 |
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4ae7e9fcbe
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Feature/add icon to asset profile dialog (#3240)
* Add asset profile icon
* Update changelog
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2024-04-06 08:42:06 +02:00 |
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