Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
* Integrate dividend into transaction point concept
* 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
67ae86763e
Handle premium data provider in getQuotes() ( #3020 )
* Handle premium data provider in getQuotes()
1 year ago
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
1 year ago
Thomas Kaul
c9237146e2
Feature/add investment value to chart ( #2948 )
* Add investment value to chart
* Update changelog
1 year ago
gizmodus
be801b481e
Feature/Add exchange rate effects to portfolio calculation ( #2834 )
* Add exchange rate effects to portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
gizmodus
b183c45027
Time weighted portfolio performance calculation ( #2778 )
* Implement time weighted portfolio performance calculation
* Update changelog
1 year ago
Thomas Kaul
bc6e9a8b68
Bugfix/fix total amount calculation in portfolio evolution chart ( #1799 )
* Fix total amount calculation
* Update changelog
2 years ago
Thomas Kaul
f7597c213d
Feature/add dividend and fees to position detail dialog ( #1643 )
* Add dividend and fees to position detail dialog
* Update changelog
2 years ago
Yash Solanki
925d38703e
Feature/add group by year option on analysis page ( #1568 )
* Add group by year option
2 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>
2 years ago
Thomas Kaul
ae85398c3d
Fix test description ( #1379 )
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
ba7c98d325
Add test case for BUY and SELL (partially) ( #826 )
* Add test case for BUY and SELL (partially)
* Fix investment calculation for sell activities
* Do not show total value if sell activity
* Update changelog
3 years ago
Thomas Kaul
67f2b326f3
Switch to new calculation engine ( #814 )
* Switch to new calculation engine
* Clean up old portfolio calculation engine (#815 )
* Rename new portfolio calculation engine (#816 )
* Update changelog
3 years ago
Thomas Kaul
86acbf06f4
Feature/add data provider errors to api response ( #738 )
* Add data provider error details
* Update changelog
3 years ago
Thomas Kaul
809ee97f6f
Add tests ( #693 )
3 years ago