Commit Graph

591 Commits

Author SHA1 Message Date
Thomas Kaul
7b6893b5ed Feature/add support for emergency fund ()
* Add support for emergency fund

* Update changelog
2022-03-12 13:44:47 +01:00
Thomas Kaul
e4908b51aa Feature/add context to logger ()
* Add contexts

* Update changelog
2022-03-07 17:20:07 +01:00
Thomas Kaul
99655604d9 Feature/add support for coupon duration ()
* Add support for coupon duration

* Update changelog
2022-03-06 12:26:04 +01:00
Thomas Kaul
c216ab1d76 Eliminate data source from order model ()
* Eliminate currency, data source and symbol from order model

* Remove prefix for symbols with data source GHOSTFOLIO

* Update changelog
2022-03-05 11:07:27 +01:00
Thomas Kaul
86acbf06f4 Feature/add data provider errors to api response ()
* Add data provider error details

* Update changelog
2022-03-05 11:00:02 +01:00
Thomas Kaul
3de7d3f60e Bugfix/improve account calculations ()
* Improve account calculations

* Update changelog
2022-03-04 21:31:31 +01:00
Thomas Kaul
5bb20f6d5f Bugfix/fix undefined currencies after creating an activity ()
* Fix issue with undefined currencies after creating an activity

* Update changelog
2022-03-01 21:32:19 +01:00
Thomas Kaul
b3e58d182a Feature/add support for click in portfolio proportion chart ()
* Add support for click

* Update changelog
2022-02-28 21:35:52 +01:00
Thomas Kaul
93d6746739 Refactoring () 2022-02-28 20:42:14 +01:00
Thomas Kaul
c02bcd9bd8 Feature/migrate to yahoo finance2 ()
* Migrate to yahoo-finance2

* Add support for mutual funds

* Add url to symbol profile

* Clean up
2022-02-27 17:03:00 +01:00
Thomas Kaul
745ba978a3 Bugfix/fix zen mode ()
* Fix Zen mode

* Update changelog
2022-02-25 08:04:42 +01:00
Thomas Kaul
fed771525e Feature/extend market data in admin panel ()
* Extend market data view

* Update changelog
2022-02-20 16:57:46 +01:00
gizmodus
a5771f601d Improve calculation of overall performance percentage ()
* Improve calculation of overall performance percentage

Co-authored-by: Reto Kaul <retokaul@sublimd.com>
2022-02-20 16:39:43 +01:00
Thomas Kaul
ca46a9827a Do not tweet on Sunday () 2022-02-19 19:29:49 +01:00
Thomas Kaul
4ec351369b Bugfix/add fallback to default account in import ()
* Add fallback to default account if account id is invalid

* Update changelog
2022-02-19 18:51:16 +01:00
Thomas Kaul
baa6a3d0f0 Feature/restructure api modules ()
* Restructure modules

* Update changelog
2022-02-18 19:32:25 +01:00
Thomas Kaul
d3382f0809 Update time () 2022-02-17 21:31:08 +01:00
Thomas Kaul
280030ae7f Feature/add twitter bot for fear and greed index ()
* Add twitter bot for fear and greed index

* Update changelog
2022-02-16 21:17:11 +01:00
Thomas Kaul
809ee97f6f Add tests () 2022-02-14 18:50:47 +01:00
Thomas Kaul
fa66cd5bce Feature/add countries and sectors to position detail dialog ()
* Add asset and asset sub class

* Add countries and sectors to position detail dialog

* Update changelog
2022-02-12 11:22:03 +01:00
Thomas Kaul
76f70598e2 Feature/add support for wealth items ()
* Add support for wealth items

* Update changelog
2022-02-10 09:39:10 +01:00
Thomas Kaul
86943a5f5b Feature/harmonize big.js operators ()
* Harmonize big.js operators

* Update changelog
2022-02-09 09:36:54 +01:00
gizmodus
6eb4eae4a9 Feature/fix twr performance 2 ()
* Fix TWR performance
* Weight holding period returns according to their investment value

Co-authored-by: Reto Kaul <retokaul@sublimd.com>
2022-02-09 09:29:43 +01:00
Thomas Kaul
82069da4e2 Bugfix/fix user account creation ()
* Fix the user account creation

* Update changelog
2022-02-06 21:40:26 +01:00
gizmodus
9b5ec0c56d Feature/fix twr performance ()
* Fix TWR performance

Co-authored-by: Reto Kaul <retokaul@sublimd.com>
2022-02-06 16:54:14 +01:00
Thomas Kaul
65bfe52db4 Feature/simplify admin user sign up ()
* Simplify admin user sign up

* Update changelog
2022-02-06 09:32:41 +01:00
Thomas Kaul
48b524de5a Feature/add export functionality to position detail dialog ()
* Add export functionality to the position detail dialog

* Respect filters in activities export

* Update changelog
2022-02-05 20:26:10 +01:00
Thomas Kaul
f369996912 Bugfix/fix symbol selection of 7d data gathering ()
* Fix symbol selection of 7d data gathering

* Update changelog
2022-02-03 20:58:59 +01:00
Thomas Kaul
dc424a86ec Feature/support deleting symbol profile data ()
* Add support for deleting symbol profile data

* Update changelog
2022-02-03 20:56:39 +01:00
Thomas Kaul
5d8bde5a70 Feature/access data source and symbol from symbol profile ()
* Access dataSource and symbol from SymbolProfile

* Update changelog
2022-02-03 19:21:55 +01:00
Thomas Kaul
16360c0c67 Feature/minor code cleanup ()
* Sort imports

* Update changelog
2022-02-02 22:06:34 +01:00
Thomas Kaul
161cb82820 Bugfix/fix data source of fear and greed index ()
* Encode data source

* Update changelog
2022-02-02 20:07:33 +01:00
Thomas Kaul
155c08d665 Transform data source ()
* Transform data source

* Update changelog
2022-02-01 20:35:25 +01:00
Thomas Kaul
b8ad6d6662 Feature/improve import ()
* Improve import

* Update changelog

Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>
2022-02-01 19:12:00 +01:00
Thomas Kaul
9d6977e3f7 Feature/support cryptocurrency mina protocol ()
* Support Mina Protocol (MINA-USD)

* Update changelog
2022-02-01 10:58:34 +01:00
Ronald Konjer
919b20197f import csv with account name or id ()
* import csv with account id
2022-01-29 17:27:33 +01:00
Thomas Kaul
62885ea890 Feature/improve consistent use of symbol with data source ()
* Improve the consistent use of symbol with dataSource

* Update changelog
2022-01-29 16:51:37 +01:00
Thomas Kaul
65e151151b Feature/increase fear and greed index to 90 days ()
* Increase fear and greed index to 90 days

* Update changelog
2022-01-27 21:01:38 +01:00
Thomas Kaul
5d3bbb8f30 Feature/improve annualized performance ()
* Improve annualized performance calculation

* Update changelog
2022-01-27 20:56:20 +01:00
Thomas Kaul
bcb7f5f522 Feature/add feature toggle for new calculation engine ()
* Add feature toggle for new calculation engine

* Update changelog
2022-01-24 21:38:59 +01:00
gizmodus
f15b33e950 Portfolio calculator rework ()
* Portfolio calculator rework

Co-authored-by: Reto Kaul <retokaul@sublimd.com>
2022-01-24 20:35:13 +01:00
Thomas Kaul
9c086edffe Feature/extend historical data view in admin control ()
* Extend market data view

* Update changelog
2022-01-23 17:02:12 +01:00
Thomas Kaul
585f99e4df Feature/add summary row to activities table ()
* Add summary row to activities table

* Update changelog
2022-01-23 11:39:30 +01:00
Thomas Kaul
38f2930ec6 Feature/improve data provider service ()
* Improve data provider service

* Update changelog
2022-01-20 21:34:23 +01:00
Thomas Kaul
556be61fff Bugfix/fix unresolved account names in reports ()
* Fix unresolved account names

* Update changelog
2022-01-19 21:28:15 +01:00
Thomas Kaul
0a8d159f78 Bugfix/fix missing symbol profile data connection in import ()
* Fix missing symbol profile data connection in import

* Update changelog
2022-01-16 15:31:56 +01:00
Thomas Kaul
1a4109ebaa Bugfix/fix fallback to load currencies directly from data provider ()
* Fix fallback

* Update changelog
2022-01-16 13:46:00 +01:00
Thomas Kaul
7df53896f3 Feature/start eliminating data source from order ()
* Start eliminating dataSource from order

* Update changelog
2022-01-11 19:49:45 +01:00
Thomas Kaul
b2b3fde80e Bugfix/support multiple accounts with the same name ()
* Support multiple accounts with the same name

* Update changelog
2022-01-10 21:23:47 +01:00
Thomas Kaul
075431d868 Feature/add google sheets as data source ()
* Add google sheets as data source

* Update changelog
2022-01-08 18:19:25 +01:00