sudacode/ghostfolio
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60 Commits

Author SHA1 Message Date
Thomas Kaul
7130ac7565
Feature/add support for fees on account level (#1954) 
* Add migration

* Add business logic for fees

* Fix export for liabilities

* Update changelog
 2023-09-17 18:20:54 +02:00
Thomas Kaul
ab691bb27a
Feature/remove account type from user interface (#2335) 
* Remove account type from user interface and set it optional

* Update changelog
 2023-09-15 19:11:20 +02:00
Thomas Kaul
c9353d0a39
Support account balance time series (#2166) 
* Initial setup

* Support account balance in export

* Handle account balance update

* Add schema migration

* Update changelog
 2023-07-23 15:55:58 +02:00
Thomas Kaul
7931e6950d
Feature/add support for liabilities (#1789) 
* Add support for liabilities

* Update changelog
 2023-06-10 16:17:11 +02:00
Thomas Kaul
9116443305
Feature/support note in accounts (#2063) 
* Add support for a note in accounts

* Update changelog
 2023-06-10 12:01:13 +02:00
Thomas Kaul
ad46fb6d61
Feature/add financial modeling prep as data source type (#1960) 
* Add Financial Modeling Prep as new data source type

* Update changelog
 2023-05-11 09:52:23 +02:00
Thomas Kaul
7b77dc044a
Feature/add state to market data database schema (#1893) 
* Add state (CLOSE / INTRADAY) to MarketData

* Update changelog
 2023-04-25 20:09:12 +02:00
Thomas Kaul
cddea0401f
Feature/add data source as unique constraint to market data schema (#1889) 
* Add dataSource as unique constraint to MarketData schema

* Update changelog
 2023-04-23 11:13:08 +02:00
Thomas Kaul
c8ca82b803
Feature/extend data source eod historical data by asset class and isin (#1791) 
* Extend EodHistoricalDataService

* asset and asset sub class
* isin

* Update changelog
 2023-03-18 10:09:11 +01:00
Mirio
80d0638922
Adding Coingecko Data Provider (#1736) 
* Adding Coingecko Data Provider

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-02-25 09:45:01 +01:00
Thomas Kaul
851401be1e
Feature/remove ghostfolio as data source type (#1717) 
* Remove GHOSTFOLIO

* Update changelog
 2023-02-17 19:19:16 +01:00
Thomas Kaul
0cbf275a2e
Feature/eliminate ghostfolio scraper api service (#1706) 
* Eliminate GhostfolioScraperApiService

* Update changelog
 2023-02-16 16:25:23 +01:00
Thomas Kaul
1b2f8e5586
Feature/extend analytics by country (#1661) 
* Extend analytics by country

* Fix Upgrade Plan button of subscription interstitial

* Update changelog
 2023-02-05 18:57:12 +01:00
Thomas Kaul
1ae8970045
Feature/add price to subscription (#1551) 
* Add price

* Update changelog
 2022-12-28 13:57:15 +01:00
Thomas Kaul
0b65d05013
Feature/remove rakuten from data source type (#1534) 
* Remove RAKUTEN

* Update changelog
 2022-12-25 12:20:09 +01:00
Thomas Kaul
b5b7af7741
Feature/improve asset profile management (#1485) 
* Improve asset profile management (Add note, fix filter)

* Update changelog
 2022-11-30 20:01:17 +01:00
Thomas Kaul
805f4b05be
Release 1.205.1 (#1368) 2022-10-16 20:19:27 +02:00
Thomas Kaul
33cc7e4e7e
Feature/remove rakuten from data source (#1361) 
* Remove Rakuten

* Update changelog
 2022-10-16 09:42:18 +02:00
Thomas Kaul
2363983bdc
Release 1.204.1 (#1357) 2022-10-15 18:07:18 +02:00
Thomas Kaul
f01a3f893d
Exclude accounts (#1289) 
* Exclude accounts

* Update changelog
 2022-09-25 18:02:46 +02:00
Thomas Kaul
72974e888f
Clean up spaces (#1288) 2022-09-25 15:14:51 +02:00
Thomas Kaul
4f8fe83a16
Feature/clean up user database schema (#1242) 
* Clean up user database schema

* Update changelog
 2022-09-10 16:11:49 +02:00
Thomas Kaul
a3bfa46fb0
Feature/remove alias from user (#1218) 
* Remove alias

* Update changelog
 2022-09-03 09:47:18 +02:00
Thomas Kaul
0e29278e96
Feature/add alias to access (#1193) 
* Add alias to access

* Update changelog
 2022-08-27 11:29:09 +02:00
Thomas Kaul
573038f407
Feature/add default values for countries and sectors (#1133) 
* Add default values

* Add database validation script

* Update changelog
 2022-08-09 19:31:13 +02:00
Thomas Kaul
dbc38e705e
Feature/add url to symbol profile overrides (#1132) 
* Add url to symbol profile overrides

* Improve filter by asset class

* Update changelog
 2022-08-09 19:29:26 +02:00
Thomas Kaul
81217b35ef
Feature/add comment to activity (#1097) 
* Add comment to activity

* Update changelog
 2022-07-27 21:07:27 +02:00
Thomas Kaul
d887de50d2
Feature/setup internet identity (#1080) 
* Setup Internet Identity as social login provider

* Update changelog
 2022-07-22 19:55:33 +02:00
Thomas Kaul
f1e06347d3
Feature/add data source eod historical data (#974) 
* Add EOD Historical Data as a data source

* Update changelog
 2022-05-29 15:37:40 +02:00
Thomas Kaul
f6f62db830
Feature/add support for private equity (#881) 
* Add support for private equity

* Update changelog
 2022-04-30 22:16:13 +02:00
Thomas Kaul
751256f158
Feature/add support for real estate and precious metal (#878) 
* Add support for real estate and precious metal

* Update changelog
 2022-04-30 11:49:58 +02:00
Thomas Kaul
8ff811ed28
Release/1.141.1 (#863) 2022-04-24 17:27:00 +02:00
Thomas Kaul
ea89ca5734
Feature/simplify ids in database schema (#861) 
* Simplify ids in database schema
  * Access
  * Order
  * Subscription

* Update changelog
 2022-04-24 09:35:01 +02:00
Thomas Kaul
1b03ddc586
Feature/add symbol profile overrides model (#851) 
* Add symbol profile overrides model

* Update changelog
 2022-04-22 21:27:55 +02:00
Thomas Kaul
d8da574ae4
Feature/add support for bonds (#755) 
* Add support for bonds

* Update changelog
 2022-03-14 17:39:09 +01:00
Thomas Kaul
c216ab1d76
Eliminate data source from order model (#730) 
* 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
c02bcd9bd8
Feature/migrate to yahoo finance2 (#722) 
* 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
76f70598e2
Feature/add support for wealth items (#666) 
* Add support for wealth items

* Update changelog
 2022-02-10 09:39:10 +01:00
Thomas Kaul
65bfe52db4
Feature/simplify admin user sign up (#675) 
* Simplify admin user sign up

* Update changelog
 2022-02-06 09:32:41 +01:00
Thomas Kaul
5000e9c79b
Feature/update database schema of order (#664) 
* Add schema migrations

* Update changelog
 2022-02-02 20:29:19 +01:00
Thomas Kaul
075431d868
Feature/add google sheets as data source (#620) 
* Add google sheets as data source

* Update changelog
 2022-01-08 18:19:25 +01:00
Thomas Kaul
9e1a7fc981
Feature/dividend (#547) 
* 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
9aefe3747e
Feature/migrate database schema to prisma 3 (#546) 
* Add migration after upgrade to prisma 3

* Update changelog
 2021-12-15 21:56:29 +01:00
Thomas Kaul
d999a27159
Feature/move scraper configuration to symbol profile (#456) 
* Move scraper configuration

* Update changelog
 2021-11-07 18:36:28 +01:00
Thomas Kaul
678544748a
Add symbol mapping (#452) 
* Add symbol mapping

* Update changelog
 2021-11-07 09:42:36 +01:00
Thomas Kaul
6dea9093ba
Feature/add public portfolio (#426) 
* Setup public portfolio page

* Update changelog
 2021-10-19 18:27:50 +02:00
Thomas Kaul
dcee651098
Feature/support unlimited currencies (#387) 
* Support unlimited currencies

* Update changelog
 2021-09-24 21:09:48 +02:00
Thomas Kaul
f2364eed10
Feature/remove default value of data source (#379) 
* Remove default value of dataSource

* Update changelog
 2021-09-19 17:16:29 +02:00
Thomas Kaul
0f72673ef4
Feature/respect data source in symbol data endpoint (#370) 
* Respect data source in symbol data endpoint

* Respect data source in the data provider service

* Combine symbol with data source in get() of data provider service

* Improve search functionality for multiple data sources

* Update changelog
 2021-09-18 19:32:22 +02:00
Thomas Kaul
4a815d2031
Feature/change data gathering selection (#368) 
* Change data gathering selection from distinct orders to symbol profiles

* Update changelog
 2021-09-13 21:26:23 +02:00