123 Commits

Author SHA1 Message Date
Thomas Kaul
f8f36e4f4e
Bugfix/fix accounts table footer on mobile (#475)
* Fix footer on mobile

* Update changelog
2021-11-16 21:32:04 +01:00
Thomas Kaul
5e7cf9d0b6
Feature/hide get started button on registration page (#474)
* Hide button

* Update changelog
2021-11-15 20:49:03 +01:00
Thomas Kaul
e1932eb5a1
Bugfix/exclude drafts from transaction count (#473)
* Fix transactions count (exclude drafts)

* Improve wording (summary page)

* Update changelog
2021-11-14 19:06:54 +01:00
Thomas Kaul
3032126508
Feature/add footer row to accounts table (#471)
* Add footer row to accounts table with total balance and value

* Update changelog
2021-11-14 17:04:52 +01:00
Thomas Kaul
d2fabe7ce4
Feature/add value column to accounts table (#468)
* Add value column

* Update changelog
2021-11-13 20:38:29 +01:00
Thomas Kaul
239bd09cbd
Feature/move market mood to tab (#463)
* Move market mood to tab

* Update changelog
2021-11-11 21:43:17 +01:00
Thomas Kaul
cd76f89902
Feature/increase decimal places for cryptocurrencies (#462)
* Calculate quantity precision

* Update changelog
2021-11-11 21:21:37 +01:00
Thomas Kaul
b9522307c4
Feature/various client improvements (#460)
* Various improvements
  * info messages
  * skeleton loader of portfolio holdings

* Update changelog
2021-11-10 21:03:25 +01:00
Thomas Kaul
87301ddbd5
Feature/improve registration page (#451)
* Improve registration page

* Update changelog
2021-11-02 21:49:57 +01:00
Thomas Kaul
a864c617b9
Feature/improve landing page (#442)
* Add intro screen

* Update changelog
2021-10-30 10:46:54 +02:00
Thomas Kaul
2de0e75cb8
Feature/add user interface for granting and revoking public access (#439)
* Add user interface for granting and revoking public access

* Update changelog
2021-10-25 20:46:36 +02:00
Thomas Kaul
6dea9093ba
Feature/add public portfolio (#426)
* Setup public portfolio page

* Update changelog
2021-10-19 18:27:50 +02:00
Thomas Kaul
15a61b7a20
Feature/improve values of global heat map (#408)
* Convert value

* Update changelog
2021-10-04 21:22:42 +02:00
Thomas Kaul
d1eedf9726
Bugfix/various fixes (#407)
* Fix links

* Update column

* Fix impersonation mode

* Update changelog
2021-10-03 22:04:23 +02:00
Thomas Kaul
3ec4a73b35
Feature/improve tooltips (#403)
* Improve tooltips

* Update changelog
2021-10-02 20:38:41 +02:00
Thomas Kaul
f558eb8de8
Fix template (#397) 2021-09-29 21:04:41 +02:00
Thomas Kaul
dcee651098
Feature/support unlimited currencies (#387)
* Support unlimited currencies

* Update changelog
2021-09-24 21:09:48 +02:00
Thomas Kaul
8466e3d73f
Feature/always show adapted portfolio page (#388)
* Always show adapted portfolio page

* Update changelog
2021-09-24 20:12:17 +02:00
Thomas Kaul
9ae9904389
Feature/add story for line chart component (#385)
* Add story for line chart component

* Update changelog
2021-09-20 21:44:47 +02:00
Thomas Kaul
af022ae316
Feature/add story for portfolio proportion chart component (#384)
* Add story

* Use new component

* Update changelog
2021-09-20 20:45:58 +02:00
Thomas Kaul
39f315aba0
Feature/add annualized performance (#364)
* Add annualized performance

* Update changelog
2021-09-11 20:16:53 +02:00
Thomas Kaul
5d4156ecec
Feature/refactor position detail dialog (#355)
* Add name to portfolio position endpoint

* Update changelog
2021-09-11 11:23:47 +02:00
Thomas Kaul
9ed82ac82b
Feature/improve labels of allocation chart by symbol (#353)
* Improve labels

* Update changelog
2021-09-08 22:03:33 +02:00
Ivo Valchev
9c9ca4ab1e
Add labels to allocation piecharts (#337) 2021-09-08 21:31:34 +02:00
Thomas Kaul
9cbf789c22
Bugfix/fix values in position detail dialog (#351)
* Nullify netPerformance

* Introduce precision

* Update changelog
2021-09-07 22:11:38 +02:00
Valentin Zickner
48ab862bb6
net performance for current positions (#330)
* 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
ba234a470e
Feature/add storybook story for trend indicator component (#346)
* Add storybook story for trend indicator component

* Update changelog
2021-09-05 08:49:06 +02:00
Thomas Kaul
ccae660104
Feature/add storybook story for no transactions info component (#345)
* Add storybook story for no transactions info component

* Update changelog
2021-09-05 08:34:02 +02:00
Thomas Kaul
21ed91d184
Feature/add storybook story for logo component (#344)
* Add storybook story for logo component

* Update changelog
2021-09-05 08:03:32 +02:00
Thomas Kaul
5fd413e57e
Feature/setup storybook (#332)
* Setup ui library with storybook

* Add value component with story

* Update changelog
2021-09-04 22:12:54 +02:00
Thomas Kaul
747e5b63fa
Feature/restructure allocations page including allocations by symbol (#333)
* Restructure allocations page

* Update changelog
2021-09-03 23:20:30 +02:00
Ivo Valchev
b1187cf880
Add a new symbol allocation chart (#326)
* Add a new symbol allocation chart

* Update changelog

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-09-03 17:48:35 +02:00
Ivo Valchev
01feead017
Show decimal transactionCount and singular for 1 transaction (#327)
* Show decimal `transactionCount` and singular for 1 transaction

* Update changelog

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-09-02 20:47:27 +02:00
Thomas Kaul
72c065a59d
Feature/introduce asset sub class (#312)
* Introduce asset sub class

* Update changelog
2021-08-22 22:19:10 +02:00
Thomas Kaul
05b0efef82
Feature/add restricted view (#295)
* Add restricted view

* Update changelog
2021-08-16 21:40:29 +02:00
Thomas Kaul
0ee2258af8
Feature/improve impersonation mode (#293)
* Improve the impersonation mode

* Update changelog
2021-08-14 19:15:26 +02:00
Thomas
13090bf6b5
Feature/add overview menu item on mobile (#290)
* Add overview menu item

* Update changelog
2021-08-14 11:09:53 +02:00
Thomas
98f44323da
Feature/improve usability of tabs on home page (#283)
* Improve usability: lazy load endpoints on tab change

* Feature/improve portfolio summary (#285)

* Update changelog
2021-08-13 19:26:48 +02:00
Thomas
0a85a56c67
Respect cash balance in allocations, do not hide cryptocurrency holdings (#280)
* Respect cash balance in allocations, do not hide cryptocurrency holdings

* Update changelog
2021-08-09 21:26:41 +02:00
Thomas
80d043729d
Feature/replace type with asset class (#274)
* Improved the asset classification
  * Add assetClass to symbolProfile
  * Remove type from position

* Update changelog
2021-08-08 19:27:58 +02:00
Thomas
178166d86b
Extend investment chart by three months (#273) 2021-08-08 19:25:38 +02:00
Thomas
e88b889fdd
Feature/optimize accounts table for mobile (#271)
* Optimize accounts table

* Update changelog
2021-08-08 09:24:47 +02:00
Thomas
bb76ace95d
Feature/improve support for draft transactions (#265)
* Improve support for draft transactions

* Update changelog
2021-08-07 20:52:55 +02:00
Thomas
f743c03e17
Feature/restructure page hierarchy (#259)
* Introduce portfolio group, remove tools

* Extract allocations to separate page

* Update changelog
2021-08-07 07:12:40 +02:00
Valentin Zickner
218efbb5bd
fix position diagram for sold items (#261)
* fix position diagram for sold items

* Add missing data to position from the past

* Update changelog

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-08-07 07:03:35 +02:00
Valentin Zickner
bf256ae50c
fix position currency conversion (#256)
Co-authored-by: Valentin Zickner <github@zickner.ch>
2021-08-05 22:36:18 +02:00
Thomas
4bd41ffa41
Feature/eliminate name from timeline position (#245)
* Eliminate name from timeline position: Get the name from the symbolProfileService instead

* Update changelog
2021-08-01 20:43:12 +02:00
Thomas
423ceec317
Feature/remove symbol icon from dialog header (#244)
* Remove symbol icon from dialog header

* Clean up code
2021-08-01 17:26:39 +02:00
Thomas
823501f43e
Sort imports (#242) 2021-08-01 09:41:44 +02:00
Valentin Zickner
71a3115fc6 refactor get position endpoint
Co-authored-by: Thomas <dotsilver@gmail.com>
2021-08-01 00:55:10 +02:00