239 Commits

Author SHA1 Message Date
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
a42700b9fe
Feature/introduce data gathering progress (#467)
* Add data gathering progress

* Update changelog
2021-11-13 11:32:28 +01:00
Thomas Kaul
9df8541145
Feature/log logo on server start (#466)
* Log logo on server start

* Update changelog
2021-11-12 22:50:40 +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
e01e039a00
Release 1.72.0 (#459) 2021-11-08 20:55:38 +01:00
Thomas Kaul
d60b444324
Release/1.71.0 (#458)
* Refactor logger

* Fix exception

* Update changelog
2021-11-07 21:25:18 +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
edb66bb166
Feature/extend statistics (#449)
* Extend statistics

* Update changelog
2021-11-01 21:15:09 +01:00
Thomas Kaul
1397cd62a8
Feature/extend public page (#445)
* Extend public page

* Update changelog
2021-10-31 17:00:59 +01:00
Thomas Kaul
9133ea38f3
Feature/order accesses (#441)
* Order accesses

* Update changelog
2021-10-30 10:49:17 +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
1296f95602
Feature/move data enhancer from data provider to data gathering (#437)
* Move data enhancers from data provider to data enhancer module

* Update changelog
2021-10-24 10:49:17 +02:00
Thomas Kaul
19e2d54791
Refactor custom cryptocurrencies (#433) 2021-10-21 22:11:12 +02:00
Valentin Zickner
099ad18aaf
refactor data-provider.service.ts to have dynamic list of services (#429)
* Refactor data-provider.service.ts to have dynamic list of services

* Update changelog

Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-10-20 21:41:40 +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
b57301ef50
Feature/extend import validation message (#421)
* Extend import validation message

* Update changelog
2021-10-16 21:23:15 +02:00
Thomas Kaul
2e5176bacf
Feature/extend import by csv files (#419)
* Support import of csv files

* Update changelog
2021-10-15 22:22:45 +02:00
Thomas Kaul
f06a0fbbee
Feature/validate duplicate orders for import (#416)
* Validate duplicate orders

* Update changelog
2021-10-13 11:52:04 +02:00
Thomas Kaul
93dcbeb6c7
Feature/add validation for import (#415)
* Valid data types
* Maximum number of orders
* Data provider service returns data for the dataSource / symbol pair
2021-10-12 22:19:32 +02:00
Valentin Zickner
f308ae7a13
add sectors and countries for ETFs (#410)
* Update changelog

Co-Authored-By: Valentin Zickner <valentin@coderworks.de>

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2021-10-11 19:32:21 +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
de94494aa0
Bugfix/fix symbol conversion for yahoo finance (#405)
* Fix symbol conversion for Yahoo Finance

* Update changelog
2021-10-03 10:40:21 +02:00
Thomas Kaul
1050bfa098
Feature/improve yahoo finance symbol conversion (#402)
* Improve symbol conversion

* Update changelog
2021-10-02 10:28:06 +02:00
Thomas Kaul
fe2bd6eea8
Feature/protect endpoints (#396)
* Protect endpoints

* Update changelog
2021-09-28 21:37:01 +02:00
Thomas Kaul
39d9828f9f
Feature/respect account currency in exchange rate data service (#391)
* Respect the accounts' currencies

* Update changelog
2021-09-25 16:45:21 +02:00
Thomas Kaul
6333aa972d
Bugfix/fix data gathering after seed (#390)
* Fix data gathering after seed

* Update changelog
2021-09-25 16:44:24 +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
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
641fe4e8f4
Bugfix/net performance in positions endpoint (#377)
* Nullify net performance

* Update changelog
2021-09-18 19:20:14 +02:00
Thomas Kaul
5b588c2000
Bugfix/hide the current net performance (#373)
* Hide the current net performance

* Update changelog
2021-09-15 22:27:18 +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
Valentin Zickner
d2aeeb3e88
optimize annual performance calculation (#367)
* Optimize annual performance calculation

* Update changelog

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-09-12 20:08:42 +02:00
Thomas Kaul
5ea455b98b
Feature/upgrade simplewebauthn dependencies to version 4.1.0 (#365)
* Upgrade @simplewebauthn dependencies to version 4.1.0
  * @simplewebauthn/browser
  * @simplewebauthn/server

* Update changelog
2021-09-11 21:23:06 +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
3c46bde8d5
Bugfix/fix fear and greed index (#359)
* Fix fear and greed index
* Refactor fear and greed index symbol
   * GF.FEAR_AND_GREED_INDEX -> _GF_FEAR_AND_GREED_INDEX

* Update changelog
2021-09-11 11:14:55 +02:00
Matthias Frey
63ee33b685
Use 'import type' to import types, eliminate webpack warnings (#358) 2021-09-11 09:27:22 +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
Thomas Kaul
ee5ab05d8a
Release 1.47.1 (#350) 2021-09-06 22:55:08 +02:00
Thomas Kaul
bf8856ad19
Bugfix/fix search for cryptocurrencies (#348)
* Fix the search for cryptocurrency symbols

* Update changelog
2021-09-06 22:02:49 +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
4c194c938a
Feature/add contributors count to statistics (#342)
* Add contributors count to statistics

* Update changelog
2021-09-04 19:46:24 +02:00
Thomas Kaul
6386786ac0
Bugfix/improve symbol lookup (#322)
* Improve symbol lookup

* Update changelog
2021-08-30 18:08:21 +02:00
Thomas Kaul
73a967a7e5
Feature/add cash as asset sub class (#319)
* Add cash as asset sub class

* Update changelog
2021-08-26 21:49:02 +02:00
Thomas Kaul
c5bb3023d3
Bugfix/filter out positions without quantity (#317)
* Filter out positions without any quantity

* Update changelog
2021-08-26 17:45:04 +02:00
Thomas Kaul
fe975945d1
Feature/add fallback for loading currencies (#315)
* Add fallback for loading currencies

* Update changelog
2021-08-24 21:09:02 +02:00
Thomas Kaul
d8782b0d4c
Feature/automate countries for stocks in symbol profile data (#314)
* Automate countries for stocks in symbol profile data

* Update changelog
2021-08-24 20:24:18 +02:00