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914 Commits 3 Branches 491 Tags
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611 Commits

Author SHA1 Message Date
Thomas
e88b889fdd
Feature/optimize accounts table for mobile (#271) 
* Optimize accounts table

* Update changelog
 2021-08-08 09:24:47 +02:00
Thomas
f6cdc4ff47
Feature/disable pagination of tabs (#272) 
* Disable pagination

* Update changelog
 2021-08-08 09:24:30 +02:00
Thomas
3589e72aea
Harmonize prisma service (#266) 2021-08-07 22:38:07 +02:00
Thomas
e68aa1fa68
Clean up imports (#267) 2021-08-07 22:37:39 +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
dfcf826b4f
implement support for buy-sell(-buy) scenario (#262) 
Co-authored-by: Valentin Zickner <github@zickner.ch>
 2021-08-07 07:07:12 +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
ba3b4564cd
Bugfix/dashboard currencies (#260) 
* filter list of orders only for relevant orders

* Update changelog

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-08-06 21:47:27 +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
c4b6273886
Clean up viewport scroller (#255) 2021-08-05 22:32:55 +02:00
Thomas
7f047362cc
Bugfix/fix division by zero in calculate overall gross performance (#253) 
* Fix error with division by zero

* Update changelog
 2021-08-05 07:49:25 +02:00
Thomas
94d2310217
Bugfix/fix spike of positions with differing currency of user (#248) 
* Convert market price back to currency of position

* Update changelog
 2021-08-04 20:43:00 +02:00
Thomas
b7d950f3f9
Bugfix/fix missing market state in positions (#250) 
* Fix missing market state in positions

* Update changelog
 2021-08-04 17:55:34 +02:00
Thomas
b7943889da
Feature/add screenshot (#251) 
* Add screenshot

* Update changelog
 2021-08-03 21:02:51 +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
Valentin Zickner
5b4a1785ae
fix investment values for portfolio.service.ts (#243) 
* fix investment values for portfolio.service.ts

* Update changelog

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-08-01 16:26:25 +02:00
Thomas
823501f43e
Sort imports (#242) 2021-08-01 09:41:44 +02:00
Valentin Zickner
331ac7ded2
remove unused method in portfolio.service.ts (#240) 
Co-authored-by: Valentin Zickner <github@zickner.ch>
 2021-08-01 09:39:41 +02:00
Valentin Zickner
982ba7377a remove legacy portfolio.ts 2021-08-01 00:55:10 +02:00
Valentin Zickner
4bbd17a37a fix tests 2021-08-01 00:55:10 +02:00
Thomas
6a7def6c48 Clean up 2021-08-01 00:55:10 +02:00
Thomas
ea219f0b88 Add guard 2021-08-01 00:55:10 +02:00
Valentin Zickner
23b2e03923 refactor rule evaluation 2021-08-01 00:55:10 +02:00
Valentin Zickner
04e6518226 move report generation to PortfolioService 2021-08-01 00:55:10 +02:00
Valentin Zickner
72dbe00091 change rule service interface 2021-08-01 00:55:10 +02:00
Valentin Zickner
9834c52739 refactor rule settings 2021-08-01 00:55:10 +02:00
Thomas
c47578bd3e Clean up 2021-08-01 00:55:10 +02:00
Thomas
9e4a49d811 Remove fallback 2021-08-01 00:55:10 +02:00
Thomas
a3a98c68a5 Fix missing currency conversion 2021-08-01 00:55:10 +02:00
Thomas
21570cca19 Fix impersonation in performance endpoint 2021-08-01 00:55:10 +02:00
Valentin Zickner
71a3115fc6 refactor get position endpoint 
Co-authored-by: Thomas <dotsilver@gmail.com>
 2021-08-01 00:55:10 +02:00
Valentin Zickner
de83dc7b84 create investment endpoint for analysis timeline 
Co-authored-by: Thomas <dotsilver@gmail.com>
 2021-08-01 00:55:10 +02:00
Valentin Zickner
4a0695613e refactor PortfolioService#getOverview 
Co-authored-by: Thomas <dotsilver@gmail.com>
 2021-08-01 00:55:10 +02:00
Valentin Zickner
328d814922 remove getPerformance from portfolio.ts 
Co-authored-by: Thomas <dotsilver@gmail.com>
 2021-08-01 00:55:10 +02:00
Valentin Zickner
d23addb673 change getDetails to portfolio-calculator.ts 
Co-authored-by: Thomas <dotsilver@gmail.com>
 2021-08-01 00:55:10 +02:00
Thomas
fb15cebb64 Add test (#237) 
* Add test

* fix calculation for overall gross performance percentage

Co-authored-by: Valentin Zickner <github@zickner.ch>
 2021-08-01 00:55:10 +02:00
Valentin Zickner
9c51a257ae fix performance of combination of investments 2021-08-01 00:55:10 +02:00
Thomas
f9b9dc32cb Always show positions title 2021-08-01 00:55:10 +02:00
Thomas
e7194ef3ce Use new positions service 2021-08-01 00:55:10 +02:00
Thomas
ec5523b459 Handle empty portfolio 2021-08-01 00:55:10 +02:00
Thomas
c8c21a016a Handle empty portfolio 2021-08-01 00:55:10 +02:00
Thomas
9821b7f8f0 Add TWR test scenario 1 (#236) 
* Add TWR test scenario 1

* fix second transaction item

* change time-weighted rate algorithm

Co-authored-by: Valentin Zickner <valentin.zickner@flowable.com>
 2021-08-01 00:55:10 +02:00
Valentin Zickner
ed731afc66 fix market price fetch in case symbols are missing 2021-08-01 00:55:10 +02:00
Thomas
ff15d5cbc4 Rename performance labels 2021-08-01 00:55:10 +02:00
Thomas
3c4949de35 Hide net performance 2021-08-01 00:55:10 +02:00
Thomas
bd0e53525b Refactoring 2021-08-01 00:55:10 +02:00
Thomas
cbdb68e2f8 Refactoring 2021-08-01 00:55:10 +02:00
Thomas
8571709014 Refactoring 2021-08-01 00:55:10 +02:00