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308 Commits

Author SHA1 Message Date
Francisco Silva
3df8810412
Feature/Add support to grant private access with permissions (#2870) 
* Add support to grant private access with permissions

* Update changelog

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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
 2024-01-27 09:44:13 +01:00
Thomas Kaul
9fdbd22cb5
Bugfix/fix activities import for manual data source (#2923) 
* Fix import

* Update changelog
 2024-01-27 08:41:45 +01:00
Thomas Kaul
8f5f4c5875
Feature/format name in eod historical data service (#2922) 
* Format name

* Update changelog
 2024-01-26 22:37:47 +01:00
Thomas Kaul
b39c97ab9f
Bugfix/improve validation for non numeric results in eod service (#2916) 
* Improve validation of non-numeric numbers

* Update changelog
 2024-01-24 12:24:38 +01:00
Thomas Kaul
09ce8b1cd0
Feature/add support for importing dividends from eod (#2910) 
* Add support for importing dividends

* Update changelog
 2024-01-23 15:48:09 +01:00
Thomas Kaul
5ba5b86d5f
Feature/improve handling of derived currencies (#2891) 
* Improve handling of derived currencies

* Update changelog
 2024-01-21 11:12:48 +01:00
Thomas Kaul
0ee632470e
Improve typings (#2889) 2024-01-17 18:06:53 +01:00
Hugo Persson
c918deeb1c
Feature/Support for editing countries and sectors (#2854) 
* Add support for editing countries and sectors

* Update changelog
 2024-01-17 11:40:02 +01:00
Thomas Kaul
00895b7bb1
Feature/increase timeout to load historical data in data provider service (#2887) 
* Increase timeout to load historical data

* Update changelog
 2024-01-16 22:31:28 +01:00
Thomas Kaul
693791d113
Feature/add validation of search results in eod historical data service (#2883) 
* Validate currency

* Update changelog
 2024-01-16 18:03:31 +01:00
Thomas Kaul
ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes (#2875) 
* Always get quotes (with fallback to historical data)

* Update changelog
 2024-01-15 19:02:00 +01:00
Thomas Kaul
440dc470fa
Bugfix/fix currency inconsistency with conversion of ZAR to ZAc (#2869) 
* Fix conversion from ZAR to ZAc

* Update changelog
 2024-01-14 17:22:03 +01:00
Thomas Kaul
c418e75139
Bugfix/fix currency in error log in exchange rate data service (#2868) 
* Fix currency

* Update changelog
 2024-01-14 10:36:32 +01:00
Thomas Kaul
005890d785
Improve extractNumberFromString() for international number formats (#2843) 
* Set up test

* Add support for international formatted numbers

* Expose locale in scraper configuration

* Update changelog
 2024-01-13 16:17:38 +01:00
gizmodus
be801b481e
Feature/Add exchange rate effects to portfolio calculation (#2834) 
* Add exchange rate effects to portfolio calculation

* Update changelog

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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
 2024-01-13 13:07:33 +01:00
Tanguy Herbron
d91f947ab0
Feature/Add Coingecko api keys support (#2827) 
* Add CoinGecko API keys support

* Update changelog
 2024-01-06 19:06:07 +01:00
Hugo Persson
371f1dc451
Feature/support rest api in scraper (#2810) 
* Support REST APIs in scraper

* Update changelog
 2024-01-03 21:59:45 +01:00
Thomas Kaul
43b4f14ace
Feature/add button to test scraper configuration (#2808) 
* Add button to test scraper configuration

* Update changelog

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Co-authored-by: Manushreshta B L <manushreshta27@gmail.com>
Co-authored-by: Hugo Persson <hugo.e.persson@gmail.com>
 2024-01-01 11:53:42 +01:00
gizmodus
726e727c7d
Feature/benchmark currency correction (#2790) 
* Convert benchmark performance to base currency

* Introduce getExchangeRates() for multiple dates

* Update changelog

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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
 2023-12-31 13:28:11 +01:00
Thomas Kaul
b89bf1d5e8
Feature/increase timeout to load currencies (#2800) 
* Increase timeout

* Update changelog
 2023-12-31 10:23:56 +01:00
Thomas Kaul
e465f1b791
Feature/add support to edit currency of asset profile with data source manual (#2789) 
* Add support to edit currency

* Update changelog
 2023-12-29 19:55:51 +01:00
Thomas Kaul
01b6c14bcc
Feature/improve handling of derived currency usx (#2788) 
* Improve handling of USX

* Update changelog
 2023-12-29 17:31:50 +01:00
miles
34b02210df
Feature/expose the environment variable REQUEST_TIMEOUT (#2792) 
* Expose the environment variable `REQUEST_TIMEOUT`

* Update changelog
 2023-12-29 17:29:33 +01:00
Thomas Kaul
0e94112dc7
Feature/adjust holdings weight threshold in trackinsight data enhancer (#2742) 
* Adjust holdings weight threshold

* Update changelog
 2023-12-12 19:54:58 +01:00
Thomas Kaul
377ba75e4c
Add support to delete a cash balance (#2707) 2023-12-02 17:17:25 +01:00
Thomas Kaul
1d796a9597
Bugfix/change intraday data gathering to operate synchronously (#2705) 
* Change intraday data gathering to operate synchronously

* Update changelog
 2023-12-02 10:20:05 +01:00
Thomas Kaul
6f4fd0826c
Feature/respect with excluded accounts flag in get account balances (#2697) 
* Respect withExcludedAccounts in getAccountBalances()

* Update changelog
 2023-12-01 17:22:13 +01:00
Thomas Kaul
2b491dc732
Extend performance endpoint by net worth per day (#2574) 
* Extend performance endpoint by net worth per day

* Update changelog
 2023-11-26 21:17:15 +01:00
Thomas Kaul
0a83bcd697
Feature/improve error log for data source request timeout (#2688) 
* Improve error log for timeouts

* Update changelog
 2023-11-25 18:50:24 +01:00
Thomas Kaul
781496383b
Bugfix/improve get range query in market data service (#2659) 
* Attempt to fix "too many bind variables in prepared statement, expected maximum of 32767"

* Update changelog
 2023-11-16 20:22:56 +01:00
Thomas Kaul
1586cd3a59
Feature/change twitter to x (#2654) 
* Change Twitter to X

* Update changelog
 2023-11-15 21:20:51 +01:00
Aldrin
aa72287d54
Extend benchmarks in the markets overview by 50-Day and 200-Day trends (#2575) 
* Extend benchmarks in the markets overview by 50-Day and 200-Day trends

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-11-15 20:25:16 +01:00
Thomas Kaul
93b6011ddc
Feature/refactor get range in market data service (#2631) 
* Refactor to unique asset in getRange()

* Update changelog
 2023-11-11 18:57:41 +01:00
Thomas Kaul
6a722d1bb7
Bugfix/fix get quotes in financial modeling prep service (#2627) 
* Fix get quotes

* Update changelog
 2023-11-09 18:03:09 +01:00
Thomas Kaul
dec1d89c5c
Feature/increase timeout in data provider and enhancer health check endpoint (#2621) 
* Increase timeout in health check endpoint (data enhancer and provider)

* Update changelog
 2023-11-08 18:02:38 +01:00
Thomas Kaul
fcef0a72d5
Bugfix/improve handling of derived currencies (#2604) 
* Improve handling of derived currencies

* Update changelog
 2023-11-06 17:58:39 +01:00
Lukas Möller
e8e1bb83bf
Fix get quotes in CoinGecko service (#2595) 
* Fix get quotes in CoinGecko service

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-11-05 11:52:09 +01:00
Thomas Kaul
1b7e3a1e47
Feature/support activities import by isin for yahoo finance (#2597) 
* Add support to import activities by isin

* Update changelog
 2023-11-05 09:58:57 +01:00
Thomas Kaul
a704378702
Refactor interface of getQuotes() to object (#2570) 2023-11-01 13:55:48 +01:00
Aldrin
0af37ca1d7
Extend asset profile dialog form (#2535) 
* Extend asset profile dialog form

* Update changelog
 2023-10-25 20:28:51 +02:00
Thomas Kaul
4e7b7375a9
Feature/setup open figi (#2526) 
* Setup OpenFIGI

* Update changelog
 2023-10-21 18:12:50 +02:00
Thomas Kaul
1666486940
Bugfix/trim text in i18n service (#2520) 
* Trim text

* Update changelog
 2023-10-20 22:36:03 +02:00
Aldrin
29028a81f5
Add i18n service to query XML files (#2503) 
* Add i18n service to query XML files

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-19 17:13:40 +02:00
Thomas Kaul
74278073b3
Bugfix/fix query to get asset profiles matching data source and symbol (#2504) 
* Match dataSource and symbol

* Update changelog
 2023-10-17 20:36:01 +02:00
Thomas Kaul
30e561c06f
Feature/extend assistant with search for asset profile (#2499) 
* Extend assistant with search for asset profile

* Extend search results by currency, symbol and asset sub class

* Update changelog
 2023-10-16 21:54:36 +02:00
Pavol Kolcun
7ae49eb839
Add endpoint for account balances (#2484) 
* Add endpoint for account balances

* Update changelog

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Co-authored-by: Pavol Kolcun <pavol.kolcun@student.tuke.sk>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-15 17:09:47 +02:00
Kevin
6c66033eb4
Add date to markets overview by benchmarks (#2436) 
* Add date

* Update changelog
 2023-10-10 17:31:53 +02:00
Thomas Kaul
45f385a483
Feature/improve symbol conversion in eod historical data service (#2457) 
* Improve conversion of currency symbols

* Update changelog
 2023-10-09 20:29:56 +02:00
Thomas Kaul
8236091477
Feature/add support for search query in portfolio position endpoint (#2443) 
* Introduce search query filter

* Update changelog
 2023-10-07 19:30:28 +02:00
Thomas Kaul
e2e4c9be3c
Feature/skip data gathering for manual data source (#2379) 
* Skip data gathering

* Update changelog
 2023-09-23 20:10:08 +02:00