542 Commits (0231738fdf75a487655faac5323680656f112b67)

Author SHA1 Message Date
Thomas Kaul f3e2091ff4
Feature/refactor markets calculation in details of portfolio service (#3871) 2 years ago
Thomas Kaul bcc8cb1e5b
Feature/modernize rules implementation (#3869) 2 years ago
Thomas Kaul 413076141c
Bugfix/fix calculation of allocations by market (#3853) 2 years ago
ceroma 2ad91e5796
Feature/optimize portfolio calculations with smarter date interval selection (#3829) 2 years ago
ceroma 33de8a10bb
Feature/optimize portfolio calculations with smarter cloning of activities (#3827) 2 years ago
Thomas Kaul bb445ddf2e
Feature/improve experimental chart in account detail dialog (#3813) 2 years ago
Thomas Kaul 583c14128b
Feature/extend public api with portfolio performance metrics endpoint (#3762) 2 years ago
Thomas Kaul 3de192c65e
Feature/expose thresholds in rule settings (#3770) 2 years ago
Thomas Kaul 9fb80e5067
Feature/remove accounts from holding endpoint (#3765) 2 years ago
Shaunak Das 323cfbfcaa
Feature/introduce filters in account endpoint (#3764) 2 years ago
Thomas Kaul 403ee2741d
Feature/set up portfolio snapshot queue (#3725) 2 years ago
Thomas Kaul df5e2f5f0e
Feature/extract common CACHE_TTL as constants (#3722) 2 years ago
Thomas Kaul c48e4ec4c6
Feature/improve usage of portfolio calculator in holding endpoint (#3727) 2 years ago
Thomas Kaul 71a568264d
Feature/improve portfolio snapshot caching (#3717) 2 years ago
Thomas Kaul b794c4dcc8
Feature/add todo for emergency fund positions value calculation (#3684) 2 years ago
Thomas Kaul c4a28c6bff
Feature/set up a performance logging service (#3703) 2 years ago
Thomas Kaul d08e8b4fd8
Feature/expose max chart items as env variable (#3701) 2 years ago
Thomas Kaul e23019a115
Feature/improve liabilities in portfolio calculator (#3696) 2 years ago
Thomas Kaul a8e0bb5a21
Bugfix/fix division by zero in performance calculation (#3695) 2 years ago
gizmodus f360a12823
Feature/rework portfolio calculator (#3393) 2 years ago
Bastien Jeannelle 2b212078b8
Feature/add support to deactivate x-ray rules (#3537) 2 years ago
Thomas Kaul c34959896c
Feature/improve color assignment with annualized performance in treemap chart (#3657) 2 years ago
Thomas Kaul 41f5801b5e
Feature/refactor unique asset type to asset profile identifier (#3636) 2 years ago
Thomas Kaul 8f6203d296
Feature/manage tags of holdings (#3630) 2 years ago
Thomas Kaul fcc2ab1a48
Feature/change color assignment by annualized performance in treemap chart (#3617) 2 years ago
Thomas Kaul dd15bba359
Bugfix/fix public page for non existent access (#3604) 2 years ago
Thomas Kaul 9d6214e93a
Bugfix/fix fees calculation in portfolio summary (#3567) 2 years ago
Thomas Kaul 1c9805bb96
Feature/improve allocations by etf holding for impersonation mode (#3534) 2 years ago
Thomas Kaul 23e4d5454d
Feature/improve allocations by etf holding (#3467) 2 years ago
Thomas Kaul 8a9ae9bb33
Feature/allocations by etf holding (#3464) 2 years ago
Thomas Kaul b12ac1fe84
Feature/simplify module imports of api (#3443) 2 years ago
Thomas Kaul e31b4c64cb
Feature/refactor holding detail dialog to standalone (#3407) 2 years ago
Thomas Kaul 4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint (#3373) 2 years ago
Thomas Kaul f2cb671c7f
Feature/optimize get porfolio details endpoint (#3366) 2 years ago
Thomas Kaul f3d961bc16
Feature/move holdings table to holdings tab of home page (#3368) 2 years ago
Thomas Kaul 77beaaba08
Refactoring portfolio service (#3365) 2 years ago
Thomas Kaul 486de968a2
Bugfix/fix division by zero error in dividend yield calculation (#3354) 2 years ago
Thomas Kaul a5833566a8
Feature/skip caching in portfolio calculator if active filters (#3348) 2 years ago
Thomas Kaul 4efd5cefd8
Bugfix/calculation of portfolio summary caused by future liabilities (#3342) 2 years ago
Thomas Kaul e10707fde4
Add missing guard to fix public page (#3339) 2 years ago
Thomas Kaul 4f41bac328
Feature/set up caching in portfolio calculator (#3335) 2 years ago
Thomas Kaul cdbe6eedeb
Feature/change cash to liquidity in asset class enum (#3321) 2 years ago
Thomas Kaul 39bd4a349b
Feature/improve chart in account detail dialog (#3314) 2 years ago
Thomas Kaul 551b83a6e3
Bugfix/fix gaps in portfolio performance charts (#3311) 2 years ago
Thomas Kaul 212aa6a63b
Feature/add date range support to portfolio holdings page (#3303) 2 years ago
Thomas Kaul dba73d80a3
Improve logging (#3300) 2 years ago
Thomas Kaul 15857118fe
Feature/let data gathering queue jobs fail by throwing errors (#3281) 2 years ago
Thomas Kaul 5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator (#3272) 2 years ago
Thomas Kaul 6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator (#3267) 2 years ago
Thomas Kaul 45340b581f
Bugfix/fix public page by including markets data (#3263) 2 years ago