Thomas Kaul
72e75208df
Bugfix/fix position detail dialog close functionality ( #3396 )
* Handle holding detail dialog open functionality in a single place (AppComponent)
* Update changelog
8 months ago
Thomas Kaul
61f0da35bc
Feature/disable delete all activities if filters are active ( #3389 )
* Disable delete all activities button if filters are active
* Update changelog
8 months ago
Thomas Kaul
66bdb374e8
Feature/set icon columns of tables to stick at beginning ( #3377 )
* Set icon columns to stick at the beginning
* Update changelog
9 months ago
Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
9 months ago
Thomas Kaul
1fd836194f
Feature/add absolute change column to holdings table ( #3378 )
* Add absolute change column
* Update changelog
9 months ago
Thomas Kaul
2090db1199
Feature/increase number of attempts of queue jobs ( #3376 )
* Increase number of attempts
* Update changelog
9 months ago
Thomas Kaul
f2cb671c7f
Feature/optimize get porfolio details endpoint ( #3366 )
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
9 months ago
Thomas Kaul
c1ad483f33
Improve alignment ( #3370 )
9 months ago
Thomas Kaul
f3d961bc16
Feature/move holdings table to holdings tab of home page ( #3368 )
* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
9 months ago
Thomas Kaul
42b70ef568
Feature/improve performance labels in position detail dialog ( #3363 )
* Improve performance labels (with and without currency effects)
* Update changelog
9 months ago
Thomas Kaul
4416ba0c88
Feature/set performance column of holdings table to stick at end ( #3353 )
* Set up stickyEnd in performance column
* Update changelog
9 months ago
Thomas Kaul
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
* Set up caching
* Update changelog
9 months ago
Thomas Kaul
a4efbc0131
Feature/migrate UI components to control flow ( #3324 )
* Migrate to control flow
* Update changelog
9 months ago
Thomas Kaul
990028316e
Refactor form controls to form getter ( #3325 )
9 months ago
Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
9 months ago
Thomas Kaul
39bd4a349b
Feature/improve chart in account detail dialog ( #3314 )
* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
9 months ago
Thomas Kaul
47fd029e0c
Clean up styles ( #3305 )
9 months ago
Bastien Jeannelle
dfacbed66d
Feature/add support to create account cash balances ( #3260 )
* Add support to create account cash balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
9 months ago
Thomas Kaul
bed9ae916c
Migrate UI components to standalone ( #3302 )
9 months ago
Thomas Kaul
92fb05320a
Migrate UI components to standalone ( #3296 )
9 months ago
Thomas Kaul
73d62bb51f
Migrate UI components to standalone ( #3290 )
9 months ago
Thomas Kaul
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
9 months ago
Thomas Kaul
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
9 months ago
Thomas Kaul
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
* Adapt priorities of data gathering jobs
* Update changelog
9 months ago
Thomas Kaul
50dbbf0569
Feature/refactor symbol icon module to asset profile icon component ( #3245 )
* Refactor symbol icon module to asset profile icon component (standalone)
10 months ago
Thomas Kaul
efdc9b387f
Eliminate ghostfolio-style.scss ( #3228 )
10 months ago
Thomas Kaul
084467ee9a
Feature/reverse order of specific years in date range selector of assistant ( #3221 )
* Reverse order
* Update changelog
10 months ago
Thomas Kaul
51203ec96e
Feature/setup chinese ( #3220 )
* Set up chinese
* Update changelog
10 months ago
Thomas Kaul
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
10 months ago
Thomas Kaul
5ffc39c32f
Feature/improve usability to delete asset profile ( #3208 )
* Disable delete button for benchmarks
* Update changelog
10 months ago
Thomas Kaul
88a9b518f6
Bugfix/fix issue with overridden names in activities table ( #3200 )
* Fix issue with overridden names
* Update changelog
10 months ago
Christoph Califice
0edebe30e1
Feature/Add user account currency to export ( #3194 )
* Add user account currency to export
* Update changelog
10 months ago
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
* Upgrade @types/big.js to version 6.2.2
* Refactor imports
10 months ago
Thomas Kaul
7e28e42995
Feature/exclude fees from holdings ( #3160 )
10 months ago
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
Thomas Kaul
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
* Fix total dividend calculation
* Update changelog
10 months ago
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
10 months ago
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities ( #3118 )
* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
11 months ago
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
* Integrate dividend into transaction point concept
* Update changelog
11 months ago
Gerard Du Pre
77358eed65
Feature/Include user role in admin endpoint ( #3107 )
* Include user role in admin endpoint
11 months ago
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
* Integrate (wealth) items into transaction point concept
* Update changelog
11 months ago
Thomas Kaul
8a49a04324
Feature/improve usability of benchmarks in markets overview ( #3077 )
* Improve icons, localize label
* Update changelog
11 months ago
Thomas Kaul
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
* Move break down of performance to general availability
* Update changelog
11 months ago
Thomas Kaul
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
11 months ago
Thomas Kaul
c002e37285
Feature/add missing default currency to prepare currencies function ( #3042 )
* Add missing default currency
* Update changelog
11 months ago
Thomas Kaul
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
* Remove isDefault flag from Account database schema
* Update changelog
11 months ago
Thomas Kaul
48b412cfb8
Feature/harmonize setting of default locale ( #3032 )
* Harmonize setting of default locale
* Update changelog
11 months ago
Thomas Kaul
b62488628c
Prettify markup ( #3029 )
11 months ago
Thomas Kaul
e1371a8d2b
Clean up ( #3018 )
11 months ago
Thomas Kaul
448cea0b69
Feature/improve usability of holdings table ( #3017 )
* Improve usability
* Update changelog
11 months ago