Thomas Kaul
103c15ca31
Feature/improve portfolio calculator unit tests by loading currency from user settings ( #5765 )
* Use currency from user settings
* Update changelog
23 hours ago
Sven Günther
c5c1192900
Bugfix/import of custom asset profiles ( #5670 )
* Import of custom asset profiles
* Update changelog
6 days ago
Thomas Kaul
364b2f020e
Feature/remove ITEM as order type enum ( #5583 )
* Remove ITEM from Type enum
* Update changelog
3 weeks ago
Marcin Szymański
e5baa1acd5
Bugfix/average price calculation for buy and sell activities of short positions ( #5416 )
* Fix average price calculation for buy and sell activities of short positions
* Update changelog
1 month ago
Thomas Kaul
475bebec2e
Feature/extend test files by various attributes ( #5377 )
* Extend test files
2 months ago
Attila Cseh
3b92558e03
Feature/extend activities import by custom asset profiles ( #5243 )
* Extend activities import by custom asset profiles
* Update changelog
3 months ago
Thomas Kaul
55e4d2fc7a
Feature/deprecate ITEM activity type in favor of BUY ( #5093 )
* Deprecate ITEM activity type in favor of BUY
* Update changelog
3 months ago
Thomas Kaul
9f4413b050
Feature/add test file with invalid type ( #5091 )
* Add test file with invalid type
3 months ago
Thomas Kaul
1ec81d352b
Feature/restructure import test files ( #4977 )
* Restructure import test files
4 months ago
Alison Hawk
31f5c0de88
Bugfix/fix import of empty account balances ( #4677 )
* Fix import of empty account balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
4 months ago
Thomas Kaul
50e7e3d3c7
Feature/simplify data source checks in DTOs ( #4581 )
* Simplify DataSource checks in DTOs
* Add test case
* Update changelog
6 months ago
csehatt741
3361666f63
Feature/activity in custom currency ( #4486 )
* Activity in custom currency
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
6 months ago
Thomas Kaul
c467c946d4
Bugfix/fix symbol validation in Yahoo Finance service ( #4472 )
* Fix symbol validation
* Add test cases
7 months ago
Thomas Kaul
04d5416c6d
Feature/harmonize date formats in import test files ( #3910 )
* Harmonize date formats
12 months ago
Thomas Kaul
6696a4447a
Feature/Refactor test ok-novn-buy-and-sell-partially to load json file ( #3935 )
* Refactor test to load json file
1 year ago
Dhaneshwari Tendle
7a11bb93d5
Feature/Set up unit test that loads activity from exported json file ( #3901 )
* Set up unit test that loads activity from exported json file
* Update changelog
1 year ago
Thomas Kaul
f08b0b570b
Feature/support derived currencies in currency validation ( #3529 )
* Support derived currencies in currency validation
* Update changelog
1 year ago
Thomas Kaul
bf20a5de82
Feature/improve date validation in activity endpoints ( #3489 )
* Improve date validation
* Update changelog
1 year ago
Thomas Kaul
fcf0cea982
Change BTC to BTCUSD ( #2646 )
2 years ago
Thomas Kaul
1b7e3a1e47
Feature/support activities import by isin for yahoo finance ( #2597 )
* Add support to import activities by isin
* Update changelog
2 years ago
Thomas Kaul
3fbc4f500f
Add empty columns ( #2589 )
2 years ago
Thomas Kaul
c48f89d117
Add empty columns ( #2583 )
2 years ago
Don L
ac0ad48a65
Display invalid activity in csv import ( #2460 )
* Display invalid activity in csv import
* Update changelog
2 years ago
Thomas Kaul
827270704a
Bugfix/fix import for activities of type fee and interest ( #2474 )
* Fix import for activities of type fee and interest
* Update changelog
2 years ago
Thomas Kaul
08d696ce33
Align ok.json with ok.csv ( #2439 )
2 years ago
Arshad Jamal
25112a450b
Add support for comment in csv import ( #2416 )
* Add support for comment in csv import (activities)
* Update changelog
2 years ago
Frane Caleta
eb63802d01
Feature/extend supported date formats in activities import ( #2362 )
* Extend supported date formats in activities import
* Update changelog
2 years ago
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
2 years ago
Thomas Kaul
ab691bb27a
Feature/remove account type from user interface ( #2335 )
* Remove account type from user interface and set it optional
* Update changelog
2 years ago
Hugo Persson
2d003225bc
Allow custom currency in activity import ( #2215 )
* Allow custom currency in activity import
* Extend import test files
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
97bcd8ff49
Feature/enforce yyyy instead of yy as date format in activities import ( #2036 )
* Enforce yyyy (instead of yy)
* Update changelog
2 years ago
Thomas Kaul
623a284ba4
Feature/add and update historical data in bulk ( #1904 )
* Upsert historical data in bulk
* Update changelog
3 years ago
Thomas Kaul
732b14c6ab
Feature/improve activities import for csv files of ibkr ( #1824 )
* Improve import for csv files by Interactive Brokers
* Update changelog
3 years ago
Thomas Kaul
17b8c41673
Add test file ( #1810 )
3 years ago
Jason Feng
b58631083b
Increase file size limit for imports ( #1726 )
* Increase file size limit for imports
* Update changelog
3 years ago
Yash Solanki
a79f31b006
Feature/add accounts import export ( #1635 )
* Add accounts to activities export
* Add logic for importing accounts
* Update changelog
3 years ago
Thomas Kaul
3b6e0b20e2
Add test case ( #1399 )
* Add test case
* Fix calculation for portfolio evolution chart
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
3 years ago
Thomas Kaul
e444d717e5
Add tests for investments by month ( #1089 )
* Fix investments by month
* Add tests for investments and investments by month
* Update changelog
3 years ago
Thomas Kaul
4dc76817ce
Bugfix/fix import validation for numbers equal zero ( #875 )
* Fix import validation for numbers equal 0
* Update changelog
4 years ago
Thomas Kaul
1214127ec0
Feature/rename orders to activities in import and export ( #786 )
* Rename orders to activities
* Update changelog
4 years ago
Thomas Kaul
76f70598e2
Feature/add support for wealth items ( #666 )
* Add support for wealth items
* Update changelog
4 years ago
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>
4 years ago
Thomas Kaul
e255b76053
Feature/check currency in import validation ( #538 )
* Check currency in import validation (avoid importing transactions in wrong currency)
* Update changelog
4 years ago
Thomas Kaul
632f3e3872
Add ok.csv ( #453 )
4 years ago
Thomas Kaul
43104f81d0
Add test data ( #424 )
4 years ago