Thomas Kaul
3fc2228f1d
Feature/switch to new performance calculation ( #1336 )
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* Switch to new performance calculation
* Update changelog
2022-10-08 13:20:52 +02:00
Thomas Kaul
b018819a1f
Bugfix/fix todays performance and chart calculation ( #1333 )
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* Fix today's performance and chart calculation
* Update changelog
2022-10-08 13:20:25 +02:00
Thomas Kaul
c2df99072d
Feature/refactor filters ( #1299 )
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* Refactor filters
Co-Authored-By: Zakaria YAHI <9142557+ZakYahi@users.noreply.github.com>
2022-10-07 20:39:29 +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
7667af059c
Feature/combine performance and chart calculation ( #1285 )
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* Combine performance and chart calculation endpoints
* Update changelog
2022-09-24 13:12:40 +02:00
Thomas Kaul
b1b5689242
Feature/improve performance of chart calculation ( #1271 )
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* Improve performance chart calculation
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Improve chart tooltip of benchmark comparator
* Update changelog
Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
2022-09-20 20:22:01 +02:00
Thomas Kaul
d4c3a9d1e8
Feature/add percentage visualization of the current filter ( #1268 )
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* Add percentage visualization of the active filter
* Update changelog
2022-09-17 21:24:09 +02:00
Thomas Kaul
263f6b32f2
Bugfix/fix performance chart calculation ( #1267 )
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* Respect end date in performance chart calculation
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
2022-09-17 08:33:04 +02:00
Thomas Kaul
4f8fe83a16
Feature/clean up user database schema ( #1242 )
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* Clean up user database schema
* Update changelog
2022-09-10 16:11:49 +02:00
Thomas Kaul
fc4bb71184
Feature/migrate date range setting to user settings ( #1239 )
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* Migrate date range to user settings
* Refactor currency and view mode in the user user settings
* Update changelog
2022-09-10 11:38:06 +02:00
Thomas Kaul
3b2f13850c
Feature/improve chart calculation ( #1226 )
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* Improve chart calculation
* Update changelog
2022-09-03 21:41:06 +02:00
Thomas Kaul
0cc42ffd7c
Add end date parameter ( #1224 )
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* Add end date parameter
2022-09-03 21:28:57 +02:00
Thomas Kaul
35963580bc
Bugfix/improve error handling in portfolio calculations ( #1215 )
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* Improve error handling
* Update changelog
2022-09-03 08:31:47 +02:00
Thomas Kaul
0e29278e96
Feature/add alias to access ( #1193 )
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* Add alias to access
* Update changelog
2022-08-27 11:29:09 +02:00
Thomas Kaul
e444d717e5
Add tests for investments by month ( #1089 )
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* Fix investments by month
* Add tests for investments and investments by month
* Update changelog
2022-07-22 19:00:36 +02:00
Thomas Kaul
0e0592180f
Add current month ( #1067 )
2022-07-10 09:41:48 +02:00
Thomas Kaul
60e2aff488
Extend investment timeline by month ( #1066 )
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* Extend investment timeline grouped by month
* Update changelog
2022-07-09 21:18:05 +02:00
Thomas Kaul
30835ced88
Bugfix/fix holdings for basic users ( #1064 )
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* Fix holdings for basic users
* Update changelog
2022-07-07 21:06:12 +02:00
Thomas Kaul
c0f19d56ec
Feature/add account detail dialog ( #1047 )
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* Add account detail dialog
* Update changelog
2022-06-28 21:08:34 +02:00
Thomas Kaul
f7bf6e652b
Feature/add icon and name to positions table ( #1040 )
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* Add icon and name
* Update changelog
2022-06-25 11:33:59 +02:00
Thomas Kaul
1ff736537c
Feature/add positions table to public page ( #1037 )
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* Add positions table
* Update changelog
2022-06-23 19:24:24 +02:00
Thomas Kaul
cff8acd7b1
Clean up ( #1022 )
2022-06-17 20:04:52 +02:00
Thomas Kaul
aba562cb35
Bugfix/fix error handling for missing market prices ( #1023 )
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* Add fallback for missing market price
* Update changelog
2022-06-16 16:49:29 +02:00
Thomas Kaul
3332ade3d3
Feature/filter public endpoint by equity asset class ( #1014 )
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* Filter by ASSET_CLASS: EQUITY
* Update changelog
2022-06-15 13:21:47 +02:00
Thomas Kaul
e63578d8ce
Feature/add guards to local comparison ( #986 )
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* Add guards
* Improve labels
2022-06-05 19:00:45 +02:00
Thomas Kaul
69088b93a6
Feature/add value redaction as interceptor ( #960 )
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* Add value redaction as interceptor
* Update changelog
2022-05-27 11:21:47 +02:00
Thomas Kaul
2c4c16ec99
Feature/extend markets overview by benchmarks ( #953 )
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* Add benchmarks to markets overview
* Update changelog
2022-05-26 18:59:29 +02:00
Thomas Kaul
332203b9e2
Feature/add support to set the base currency via env variable ( #948 )
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* Set base currency via environment variable
* Update changelog
2022-05-24 20:55:55 +02:00
Thomas Kaul
af0863d193
Bugfix/fix currency conversion in accounts ( #937 )
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* Fix currency conversion in accounts
* Update changelog
2022-05-21 19:58:47 +02:00
Thomas Kaul
5cb6e5dec6
Feature/support filtering by asset class on the allocations page ( #926 )
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* Support filtering by asset class
* Update changelog
2022-05-16 21:49:22 +02:00
Thomas Kaul
160335302a
Feature/group filters by type ( #922 )
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* Add groups to activities filter component
* Update changelog
2022-05-15 21:51:31 +02:00
Thomas Kaul
c1d460cead
Improve filtering ( #901 )
2022-05-10 21:24:36 +02:00
Thomas Kaul
dfa67b275c
Feature/improve filtering on allocations page ( #900 )
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* Include cash positions on allocations page (with no filtering)
* Update changelog
2022-05-10 19:22:57 +02:00
Thomas Kaul
ea3a9d3b79
Feature/eliminate circular dependencies in common library ( #896 )
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* Eliminate circular dependencies
* Update changelog
2022-05-08 22:16:47 +02:00
Thomas Kaul
57314d62ee
Feature/improve allocations page with no filter ( #887 )
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* Improve accounts for no filters
* Update changelog
2022-05-07 22:33:57 +02:00
Thomas Kaul
16dd8f7652
Feature/refactor filters with interface ( #883 )
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* Refactor filtering with an interface
* Filter by accounts
* Update changelog
2022-05-07 11:44:29 +02:00
Thomas Kaul
b7bbc029ac
Feature/render tags in dialogs ( #864 )
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* Render tags
* Update changelog
2022-04-25 22:37:34 +02:00
Thomas Kaul
bad9d17c44
Setup allocations page and endpoint ( #859 )
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* Setup tagging system
* Update changelog
2022-04-24 16:23:03 +02:00
Thomas Kaul
ba7c98d325
Add test case for BUY and SELL (partially) ( #826 )
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* Add test case for BUY and SELL (partially)
* Fix investment calculation for sell activities
* Do not show total value if sell activity
* Update changelog
2022-04-15 18:56:23 +02:00
Thomas Kaul
67f2b326f3
Switch to new calculation engine ( #814 )
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* Switch to new calculation engine
* Clean up old portfolio calculation engine (#815 )
* Rename new portfolio calculation engine (#816 )
* Update changelog
2022-04-09 10:17:31 +02:00
Thomas Kaul
957200854c
Feature/improve empty state of proportion chart ( #811 )
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* Improve empty state
* Update changelog
2022-04-07 22:13:41 +02:00
Thomas Kaul
2a854e2574
Various improvements ( #807 )
2022-04-06 21:21:53 +02:00
Thomas Kaul
65f6bcb166
Feature/harmonize algebraic sign of gross and net performance percent ( #776 )
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* Harmonize algebraic sign
* Update changelog
2022-04-02 10:44:19 +02:00
Thomas Kaul
14773bf1aa
Bugfix/fix duplicate currency conversion in account calculations ( #771 )
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* Fix currency conversion (duplicate)
* Update changelog
2022-03-29 17:47:08 +02:00
Thomas Kaul
b4848be914
Feature/add developed vs emerging markets calculation ( #767 )
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* Add allocations by market
* Update changelog
2022-03-26 13:11:30 +01:00
Thomas Kaul
86a1589834
Release/1.128.0 ( #763 )
2022-03-19 14:39:25 +01:00
gizmodus
9f67993c03
Feature/fix issue with recent transactions ( #750 )
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* Fix percentage performance issue with recent transactions
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
2022-03-19 14:33:43 +01:00
Thomas Kaul
eb0444603b
Bugfix/fix user currency of public page ( #761 )
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* Fix user currency
* Update changelog
2022-03-19 09:25:20 +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
e4908b51aa
Feature/add context to logger ( #745 )
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* Add contexts
* Update changelog
2022-03-07 17:20:07 +01:00
