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
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
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
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
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
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
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
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
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
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
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
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
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
c216ab1d76
Eliminate data source from order model ( #730 )
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* 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 ( #738 )
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* Add data provider error details
* Update changelog
2022-03-05 11:00:02 +01:00
Thomas Kaul
3de7d3f60e
Bugfix/improve account calculations ( #737 )
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* Improve account calculations
* Update changelog
2022-03-04 21:31:31 +01:00
Thomas Kaul
c02bcd9bd8
Feature/migrate to yahoo finance2 ( #722 )
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* 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
fa66cd5bce
Feature/add countries and sectors to position detail dialog ( #692 )
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* 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 ( #666 )
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* Add support for wealth items
* Update changelog
2022-02-10 09:39:10 +01:00
Thomas Kaul
86943a5f5b
Feature/harmonize big.js operators ( #686 )
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* Harmonize big.js operators
* Update changelog
2022-02-09 09:36:54 +01:00
Thomas Kaul
5d8bde5a70
Feature/access data source and symbol from symbol profile ( #668 )
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* Access dataSource and symbol from SymbolProfile
* Update changelog
2022-02-03 19:21:55 +01:00
Thomas Kaul
62885ea890
Feature/improve consistent use of symbol with data source ( #656 )
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* Improve the consistent use of symbol with dataSource
* Update changelog
2022-01-29 16:51:37 +01:00
Thomas Kaul
5d3bbb8f30
Feature/improve annualized performance ( #651 )
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* Improve annualized performance calculation
* Update changelog
2022-01-27 20:56:20 +01:00
Thomas Kaul
585f99e4df
Feature/add summary row to activities table ( #645 )
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* Add summary row to activities table
* Update changelog
2022-01-23 11:39:30 +01:00
Thomas Kaul
7df53896f3
Feature/start eliminating data source from order ( #622 )
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* 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 ( #623 )
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* Support multiple accounts with the same name
* Update changelog
2022-01-10 21:23:47 +01:00
Thomas Kaul
e54638a684
Feature/improve analysis page ( #609 )
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* Improve analysis page (show y-axis, extend chart in relation to days in market)
* Update changelog
2022-01-01 12:09:49 +01:00
Thomas Kaul
029b7bed9a
Bugfix/improve error handling in position api endpoint ( #607 )
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* Add guards
* Update changelog
2021-12-31 22:00:58 +01:00
Thomas Kaul
d69a69ce18
Bugfix/fix exception with market state ( #602 )
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* Fix exception with market state
* Update changelog
2021-12-30 22:19:08 +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
ff638adf03
Feature/add transactions to position detail dialog ( #591 )
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* Add transactions to position detail dialog
* Update changelog
2021-12-28 17:45:04 +01:00
Thomas Kaul
e78755c280
Replace OrderType with Type (prisma) ( #560 )
2021-12-19 16:52:35 +01:00
Thomas Kaul
e518bc3779
Feature/clean up all time high and low from performance endpoint ( #551 )
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* Remove isAllTimeHigh / isAllTimeLow
* Update changelog
2021-12-18 09:20:42 +01:00
