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
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
Karel De Smet
46cbbd3bc4
Feature/upgrade to nx 20.3 ( #4152 )
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* Upgrade to Nx 20.3
* Update changelog
2024-12-29 19:47:32 +01:00
Brandon
46422f731e
Feature/set up a notification service for prompt dialogs ( #4117 )
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* Set up a notification service for prompt dialogs
* Update changelog
2024-12-19 20:39:36 +01:00
Wasif Mujahid
524adfc672
Feature/Clean up unused OnInit implementations ( #3961 )
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* Clean up unused OnInit implementations
2024-10-19 20:59:42 +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
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
00e50c6abe
Feature/improve portfolio summary ( #3472 )
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* Improve portfolio summary
* Update changelog
2024-06-08 19:31:50 +02:00
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
92fb05320a
Migrate UI components to standalone ( #3296 )
2024-04-19 18:31:35 +02:00
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
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* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
2024-03-09 19:56:26 +01:00
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
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* Integrate dividend into transaction point concept
* Update changelog
2024-03-07 20:07:50 +01:00
Thomas Kaul
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
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* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
2024-02-24 19:58:13 +01:00
Thomas Kaul
48b412cfb8
Feature/harmonize setting of default locale ( #3032 )
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* Harmonize setting of default locale
* Update changelog
2024-02-22 20:10:27 +01:00
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
2024-02-11 17:50:18 +01:00
Thomas Kaul
857708dc4d
Migrate gf-* components to self-closing tags ( #2934 )
2024-01-28 08:50:43 +01:00
Francisco Silva
3df8810412
Feature/Add support to grant private access with permissions ( #2870 )
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* 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
ac0f6f40cf
Remove closing tags ( #2816 )
2024-01-06 19:28:35 +01:00
Thomas Kaul
6a048cee85
Feature/add hint for twr to portfolio summary ( #2824 )
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* Add hint for TWR
* Add TWR to README.md
* Update changelog
2024-01-06 09:31:59 +01:00
Thomas Kaul
b12349a148
Feature/add support for interest on account level ( #2354 )
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* Add support for interest
* Update changelog
2023-09-19 20:37:04 +02:00
Thomas Kaul
7130ac7565
Feature/add support for fees on account level ( #1954 )
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* Add migration
* Add business logic for fees
* Fix export for liabilities
* Update changelog
2023-09-17 18:20:54 +02:00
Thomas Kaul
09e95ddcee
Bugfix/fix editing of emergency fund ( #2220 )
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* Fix editing of emergency fund
* Update changelog
2023-08-09 19:41:42 +02:00
Thomas Kaul
bdf72164b1
Feature/break down emergency fund by cash and assets ( #2159 )
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* Break down emergency fund in cash and assets
* Update changelog
2023-07-19 11:30:48 +02:00
Thomas Kaul
7931e6950d
Feature/add support for liabilities ( #1789 )
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* Add support for liabilities
* Update changelog
2023-06-10 16:17:11 +02:00
Thomas Kaul
a53461d257
Feature/migrate currency to unit in value component ( #2043 )
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* Migrate currency to unit
* Update locales
2023-06-04 21:46:49 +02:00
Thomas Kaul
cdb8dc72c7
Feature/improve mobile layout of portfolio summary ( #1982 )
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* Improve layout for mobile
* Update changelog
2023-05-18 22:36:30 +02:00
Thomas Kaul
0f4bf529d8
Handle impersonation mode with guard ( #1714 )
2023-02-18 14:59:38 +01:00
Thomas Kaul
048900d01b
Bugfix/improve performance calculation for sell activitities ( #1388 )
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* Improve performance calculation for SELL activities
* Update changelog
Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
2022-10-20 20:47:57 +02:00
Thomas Kaul
f01a3f893d
Exclude accounts ( #1289 )
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* Exclude accounts
* Update changelog
2022-09-25 18:02:46 +02:00
Thomas Kaul
2db46e5bbf
Feature/support localization in date fns ( #1195 )
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* Add locale to date-fns (formatDistanceToNow)
* Update changelog
2022-08-27 10:54:59 +02:00
Thomas Kaul
335553e891
Feature/tag template literal strings ( #1152 )
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* Tagged template literal strings
* Update changelog
2022-08-16 20:53:14 +02:00
Thomas Kaul
aef91d3e30
Feature/improve label in summary ( #827 )
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* Improve label
* Update changelog
2022-04-12 18:04:48 +02:00
Thomas Kaul
5a369f29d4
Feature/restructure portfolio summary tab ( #754 )
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* Restructure portfolio summary
* Update changelog
2022-03-13 21:01:15 +01:00
Thomas Kaul
7b6893b5ed
Feature/add support for emergency fund ( #749 )
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* Add support for emergency fund
* Update changelog
2022-03-12 13:44:47 +01:00
Thomas Kaul
52e4504de9
Fix time in market ( #700 )
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* Fix time in market
* Update changelog
2022-02-15 09:47:56 +01:00
Thomas Kaul
76f70598e2
Feature/add support for wealth items ( #666 )
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* Add support for wealth items
* Update changelog
2022-02-10 09:39:10 +01:00
Thomas Kaul
9e1a7fc981
Feature/dividend ( #547 )
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* Add dividend to order type
* Support dividend in transactions table
* Support dividend in transaction dialog
* Extend import file with dividend
* Add dividend to portfolio summary
* Update changelog
Co-authored-by: Fly Man <fly.man.opensim@gmail.com>
2021-12-28 21:12:12 +01:00
Thomas Kaul
e1932eb5a1
Bugfix/exclude drafts from transaction count ( #473 )
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* Fix transactions count (exclude drafts)
* Improve wording (summary page)
* Update changelog
2021-11-14 19:06:54 +01:00
Thomas Kaul
dcee651098
Feature/support unlimited currencies ( #387 )
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* Support unlimited currencies
* Update changelog
2021-09-24 21:09:48 +02:00
Thomas Kaul
39f315aba0
Feature/add annualized performance ( #364 )
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* Add annualized performance
* Update changelog
2021-09-11 20:16:53 +02:00
Valentin Zickner
48ab862bb6
net performance for current positions ( #330 )
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* implement fees for transaction points #324
* add net performance to current positions #324
* add net performance to calculate timeline #324
* make timeline fee accumulated by default #324
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-09-05 21:21:22 +02:00
Thomas Kaul
5fd413e57e
Feature/setup storybook ( #332 )
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* Setup ui library with storybook
* Add value component with story
* Update changelog
2021-09-04 22:12:54 +02:00
Thomas
98f44323da
Feature/improve usability of tabs on home page ( #283 )
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* Improve usability: lazy load endpoints on tab change
* Feature/improve portfolio summary (#285 )
* Update changelog
2021-08-13 19:26:48 +02:00
