ghostfolio

Commit Graph

Author	SHA1	Message	Date
Attila Cseh	0c4ca8f3ac	portfolioCalculator performance calculation redundant async removed	2 weeks ago
Attila Cseh	81a79ab482	unit tests extended	2 weeks ago
Attila Cseh	e24eb4a4b4	feat(api): support group by year in portfolio performance endpoint	4 weeks ago
Thomas Kaul	07b165f79a	Task/add asset profile to portfolio position interface (part 3) (#6502 ) * Reorder	3 weeks ago
Thomas Kaul	7ac32ee6f3	Task/add asset profile to portfolio position interface (part 2) (#6500 ) * Add currency to asset profile	3 weeks ago
Thomas Kaul	4a832f12ca	Task/deprecate order endpoints in favor of activities endpoints (#6446 ) * Deprecate order endpoints in favor of activities endpoints * Update changelog	4 weeks ago
Thomas Kaul	b7d976d2ff	Task/add asset profile to portfolio position interface (#6473 ) * Add asset profile * Update changelog	4 weeks ago
Thomas Kaul	8e47e198fa	Task/remove deprecated committed funds from summary of portfolio details (#6442 ) * Remove deprecated committedFunds * Update changelog	4 weeks ago
Thomas Kaul	a7434c9ba7	Task/remove deprecated fee ratio X-ray rule (#6364 ) * Remove deprecated static portfolio analysis rule: Fees (Fee Ratio) * Update changelog	1 month ago
Thomas Kaul	e59421f008	Feature/add static portfolio analysis fee ratio rule based on total investment volume (#6332 ) * Add fee ratio rule based on total investment volume * Update changelog	2 months ago
Thomas Kaul	f38a2d7ff1	Bugfix/investment value in portfolio summary (#6329 ) * Include currency effects in investment value of portfolio summary * Update changelog	2 months ago
Thomas Kaul	63e75942a8	Task/remove deprecated transaction count in portfolio calculator and service (#6288 ) * Remove deprecated transactionCount in portfolio calculator and service * Update changelog	2 months ago
Thomas Kaul	418e8bc843	Task/remove deprecated first buy date in portfolio calculator (#6244 ) * Remove deprecated firstBuyDate * Update changelog	2 months ago
Thomas Kaul	30be7589b6	Task/refactor getDividends() from async to sync (#6222 ) * Refactor from async to sync	2 months ago
Thomas Kaul	71902e39d1	Task/deprecate transactionCount in portfolio calculator and service (#6228 ) * Deprecate transactionCount in favor of activitiesCount * Update changelog	2 months ago
Thomas Kaul	18f09e88d9	Task/remove deprecated firstBuyDate from portfolio holding response (#6220 ) * Remove deprecated firstBuyDate * Update changelog	2 months ago
Thomas Kaul	4cfb785499	Task/deprecate firstBuyDate in portfolio holding response (#6208 ) * Deprecate firstBuyDate * Update changelog	2 months ago
Thomas Kaul	f19e417068	Task/remove deprecated activities from portfolio holding response (#6157 ) * Remove deprecated activities * Update changelog	2 months ago
Thomas Kaul	6727fb2b74	Bugfix/total fee calculation related to activities in custom currency (#6191 ) * Fix total fee calculation related to activities in custom currency * Update changelog	3 months ago
Thomas Kaul	09e7e6182d	Task/refactor firstOrderDate to dateOfFirstActivity in portfolio service (#6161 ) * Refactor firstOrderDate to dateOfFirstActivity	3 months ago
Kenrick Tandrian	3943ca9f88	Feature/extend holdings endpoint to include performance with currency effects for cash positions (#5650 ) * Extend holdings endpoint to include performance with currency effects for cash positions * Update changelog	3 months ago
Vahant Sharma	e668c6465e	Bugfix/time in market for impersonation mode (#6103 ) * Fix time in market for impersonation mode * Update changelog	3 months ago
Kenrick Tandrian	a57b670d7b	Task/enforce module boundaries for api and common modules (#5925 ) * feat(lint): allow circular self deps * feat(lint): enforce module boundaries * feat(lib): move data provider response interface to common * feat(lib): move symbol item interface to common * feat(lib): move activity interface to common * feat(lint): temporarily disable @nx/enforce-module-boundaries for ui files * feat(lint): temporarily disable @nx/enforce-module-boundaries for client files * feat(lint): ignore circular deps between client and ui * feat(common): implement barrel export for data provider response interface * feat(common): implement barrel export for activity interface * feat(common): implement barrel export for symbol item interface	5 months ago
Thomas Kaul	9f878c42f4	Task/refactor getHolding() in portfolio service (#5898 ) * Refactor getHolding() if no holding has been found * Update changelog	5 months ago
Aman	f940eb6725	Task/refactor PortfolioInvestments interface to PortfolioInvestmentsResponse interface (#5774 ) * Refactor PortfolioInvestments to PortfolioInvestmentsResponse	6 months ago
Thomas Kaul	04d6d9cfa9	Bugfix/total buy and sell calculation in summary (#5759 ) * Fix total buy and sell calculation related to activities in custom currency * Update changelog	6 months ago
Dibyendu Sahoo	db2c2426c6	Task/refactor interest to interestInBaseCurrency in portfolio summary interface (#5763 ) * Refactor interest to interestInBaseCurrency	6 months ago
Lagmator22	20da95239e	Task/refactor liabilities to liabilitiesInBaseCurrency in portfolio summary interface (#5725 ) * Refactor liabilities to liabilitiesInBaseCurrency	6 months ago
Tanbir Ali	d2fe16c794	Task/refactor transactionCount to activitiesCount in portfolio holding response (#5709 ) * Refactor transactionCount to activitiesCount in portfolio holding response * Update changelog	6 months ago
Flavien Lankai-Mills	c173998677	Task/refactor fire wealth from number to object in portfolio summary interface (#5644 ) * Refactor fire wealth from number to object in portfolio summary interface * Update changelog	6 months ago
Tobias Kugel	cc9346f3de	Task/restructure portfolio report response (#5454 ) * Restructure portfolio report response * Update changelog	7 months ago
Attila Cseh	2b8a7de950	Feature/extend accounts endpoint by allocations (#5358 ) * Extend accounts endpoint by allocations * Update changelog	8 months ago
Thomas Kaul	52ea3c5e84	Feature/add buying power to static portfolio analysis rules (#5365 ) * Add buying power rule * Update changelog	8 months ago
Attila Cseh	711d716de0	Feature/extend accounts endpoint by dividend and interest (#5335 ) * Extend accounts endpoint by dividend and interest * Update changelog	8 months ago
Thomas Kaul	bd9aae6fec	Feature/refactor search query of holdings search (#5333 ) * Refactor search query * Update changelog	8 months ago
Attila Cseh	6de3db08ca	Feature/extend GET all accounts endpoint by search query filter (#5329 ) * Extend GET all accounts endpoint by search query filter * Update changelog	8 months ago
Thomas Kaul	7a5927592d	Feature/add support to exclude activity from analysis via tag (#5297 ) * Add support to exclude activity from analysis via tag * Update changelog	8 months ago
Thomas Kaul	cb30ea2979	Feature/restructure portfolio report response (part 2) (#5282 ) * Restructure response of portfolio report endpoint	8 months ago
Joseph Bao	adc00694cf	Feature/add allocations percentage to accounts table component (#4720 ) * Add allocations percentage to accounts table component * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	8 months ago
Thomas Kaul	4b03d5a926	Feature/restructure portfolio report response (#5260 ) * Restructure response of portfolio report endpoint * Update changelog	8 months ago
rohit	7c4cf2ca0c	Feature/set up language localization for Regional Market Cluster Risks (#5145 ) * Set up language localization for Regional Market Cluster Risks * Update changelog	8 months ago
Tobias Kugel	44ea3cba8d	Feature/set up localization for static portfolio analysis rules: Economic Market Cluster Risks (#5169 ) * Set up localization for static portfolio analysis rules: Economic Market Cluster Risks * Update changelog	9 months ago
Thomas Kaul	cf8eac3d44	Feature/rename Settings to settings in User database schema (#5100 ) * Rename Settings to settings in User database schema * Update changelog	9 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	9 months ago
Thomas Kaul	7a97ec75f4	Feature/refactor portfolio service (#5063 ) * Refactor portfolio service	9 months ago
Kenrick Tandrian	d9fb159c6a	Feature/integrate Fuse.js in GET holdings endpoint (#5062 ) * Integrate Fuse.js in GET holdings endpoint * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	9 months ago
Thomas Kaul	433f1686e3	Feature/rename Account to account in Order database schema (#5052 ) * Rename Account to account in Order database schema * Update changelog	9 months ago
csehatt741	351fd8a1d4	Feature/language localization for static portfolio analysis rule: Currency Cluster Risks (#5038 ) * Language localization for static portfolio analysis rule: Currency Cluster Risks * Update changelog	9 months ago
Tobias Kugel	f0eb0dc7fc	Feature/localize asset class cluster risks (Equity and Fixed Income) (#5033 ) * Localize asset class cluster risks * Update changelog	9 months ago
Tobias Kugel	84c4d79a74	Feature/Set up account cluster risks localization (Current Investment) (#5012 ) * Set up localization * Update changelog	9 months ago

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353 Commits (0c4ca8f3ac538c8004a84133e0c3e6f286372054)