ghostfolio

Commit Graph

Author	SHA1	Message	Date
csehatt741	035306d4d8	Feature/add createdAt to snapshot and public portfolio endpoint response (#4350 ) * Add createdAt to snapshot and public portfolio endpoint response * Update changelog --------- Co-authored-by: Verbindolai <nikolaiwieczorek@web.de> Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	1 month ago
Thomas Kaul	943ff2f0dc	Feature/improve usability of X-ray page by hiding empty rule categories (#4108 ) * Hide empty rule categories * Update changelog	4 months ago
Thomas Kaul	6ad9661d7f	Feature/improve language localization for de 20241214 (#4123 ) * Update translations * Update changelog	4 months ago
Thomas Kaul	291be3e605	Feature/extend X-ray page by summary (#4107 ) * Add summary to X-ray page * Update changelog	4 months ago
Amandee Ellawala	6057794eb6	Feature/extend assistant by holding selector (#4031 ) * Extend assistant by holding selector * Update changelog	5 months ago
Thomas Kaul	73cd2f9cb7	Bugfix/fix exception in portfolio details endpoint (#3896 ) * Fix exception caused by markets and marketsAdvanced * Update changelog	6 months ago
Thomas Kaul	bce18f7261	Feature/reuse advanced markets calculation in portfolio details endpoint (#3884 )	6 months ago
Thomas Kaul	f48ce4e1ae	Feature/reuse markets calculation in portfolio details endpoint (#3883 ) * Reuse markets calculation in portfolio details endpoint * Update changelog	6 months ago
Thomas Kaul	bcc8cb1e5b	Feature/modernize rules implementation (#3869 ) * Modernize rules implementation * Include markets in details	6 months ago
Thomas Kaul	583c14128b	Feature/extend public api with portfolio performance metrics endpoint (#3762 ) * Extend Public API with portfolio performance metrics endpoint * Update changelog	7 months ago
Thomas Kaul	c4a28c6bff	Feature/set up a performance logging service (#3703 ) * Setup performance logging service * Update changelog	8 months ago
Thomas Kaul	c34959896c	Feature/improve color assignment with annualized performance in treemap chart (#3657 ) * Improve color assignment * Update changelog	8 months ago
Thomas Kaul	8f6203d296	Feature/manage tags of holdings (#3630 ) * Manage tags of holdings * Update changelog	8 months ago
Thomas Kaul	dd15bba359	Bugfix/fix public page for non existent access (#3604 ) * Handle non-existent access * Update changelog	9 months ago
Thomas Kaul	23e4d5454d	Feature/improve allocations by etf holding (#3467 ) * Improve allocations by ETF holding * Update changelog	10 months ago
Thomas Kaul	b12ac1fe84	Feature/simplify module imports of api (#3443 ) * Simplify module imports	11 months ago
Thomas Kaul	e31b4c64cb	Feature/refactor holding detail dialog to standalone (#3407 ) * Refactor holding detail dialog to standalone * Update changelog	11 months ago
Thomas Kaul	4ad4fa2b30	Feature/clean up deprecated GET api/portfolio/positions endpoint (#3373 )	11 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	11 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	11 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	12 months ago
Thomas Kaul	212aa6a63b	Feature/add date range support to portfolio holdings page (#3303 ) * Add date range support * Update changelog	12 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	1 year 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	1 year ago
Thomas Kaul	45340b581f	Bugfix/fix public page by including markets data (#3263 ) * Include markets data * Update changelog	1 year ago
Thomas Kaul	719bbe156e	Feature/optimize calculation of allocations by market (#3249 ) * Optimize calculation of allocations by market * Update changelog	1 year 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	1 year 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	1 year ago
Thomas Kaul	87bf8df1c3	Bugfix/missing performance chart in presenter view (#3181 ) * Fix missing performance chart in presenter view * Update changelog	1 year 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>	1 year ago
Thomas Kaul	7a364472c8	Bugfix/fix liability issue in allocations (#3133 ) * Remove liabilities from allocations calculation * Update changelog	1 year ago
Thomas Kaul	eb75be8535	Optimize details endpoint (#3123 ) * Make summary optional * Introduce dedicated holdings endpoint * Update changelog	1 year ago
Thomas Kaul	07661d9262	Feature/integrate dividend into transaction point concept (#3092 ) * Integrate dividend into transaction point concept * Update changelog	1 year ago
Thomas Kaul	c37ad9bad4	Bugfix/fix activities import (#3095 ) * Fix query parameter handling of booleans * Update changelog	1 year ago
Thomas Kaul	5596e5f03b	Feature/integrate wealth items into transaction point concept (#3084 ) * Integrate (wealth) items into transaction point concept * Update changelog	1 year 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	1 year 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	1 year ago
Thomas Kaul	e921ed7f52	Reorder imports (#2988 )	1 year ago
Francisco Silva	3df8810412	Feature/Add support to grant private access with permissions (#2870 ) * Add support to grant private access with permissions * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	1 year ago
Thomas Kaul	5fa3388609	Feature/break down performance into asset and currency (#2863 ) * Break down performance into asset and currency * Nullify values * Update changelog	1 year ago
underwater	7d68905f1b	Feature/use has permission annotation in endpoints (#2771 ) * Use HasPermission in endpoints * Update changelog	1 year ago
Thomas Kaul	2b491dc732	Extend performance endpoint by net worth per day (#2574 ) * Extend performance endpoint by net worth per day * Update changelog	1 year ago
Thomas Kaul	fa627f686f	Bugfix/fix chart for account excluded from analysis (#2534 ) * Fix chart for account excluded from analysis * Update changelog	1 year ago
Thomas Kaul	8236091477	Feature/add support for search query in portfolio position endpoint (#2443 ) * Introduce search query filter * Update changelog	2 years ago
Thomas Kaul	0f7c6ff0fe	Bugfix/fix asset class of cash position for empty account (#2378 ) * Fix assetClass and assetSubClass * Update changelog	2 years ago
Thomas Kaul	bc33e5f147	Feature/remove deprecated environment variable base currency (#2255 ) * Remove the deprecated environment variable BASE_CURRENCY * Update changelog	2 years ago
Thomas Kaul	622bb8b0cf	Feature/add allocations by market chart (#2171 ) * Add allocations by (advanced) market * Fix public page * Update changelog	2 years ago
Thomas Kaul	bdf72164b1	Feature/break down emergency fund by cash and assets (#2159 ) * Break down emergency fund in cash and assets * Update changelog	2 years ago
Thomas Kaul	455a2d2e92	Refactor value to valueInBaseCurrency (#2160 )	2 years ago
Thomas Kaul	7931e6950d	Feature/add support for liabilities (#1789 ) * Add support for liabilities * Update changelog	2 years ago

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148 Commits (035306d4d8e83b64153970e48b6046af7bed5d7d)