524 Commits (0d67478cc3c1e180397f9e6950c0f48a54ea750a)

Author SHA1 Message Date
Attila Cseh 6de3db08ca
Feature/extend GET all accounts endpoint by search query filter (#5329) 7 months ago
Attila Cseh 7613b54514
Feature/extend activities import by tags (#5287) 7 months ago
Thomas Kaul 7a5927592d
Feature/add support to exclude activity from analysis via tag (#5297) 7 months ago
Thomas Kaul cb30ea2979
Feature/restructure portfolio report response (part 2) (#5282) 7 months ago
Joseph Bao adc00694cf
Feature/add allocations percentage to accounts table component (#4720) 7 months ago
Thomas Kaul 4b03d5a926
Feature/restructure portfolio report response (#5260) 7 months ago
Attila Cseh e001997ff8
Bugfix/activities unexpectedly listed in holdings (#5182) 7 months ago
rohit 7c4cf2ca0c
Feature/set up language localization for Regional Market Cluster Risks (#5145) 7 months ago
Tobias Kugel 44ea3cba8d
Feature/set up localization for static portfolio analysis rules: Economic Market Cluster Risks (#5169) 8 months ago
Thomas Kaul e3546a53a5
Feature/skip errors for custom asset profiles in portfolio snapshot calculation (#5175) 8 months ago
Quan Huynh (John) 9064b8bde2
Feature/show category in rule settings dialog of X-ray (#5158) 8 months ago
Kenrick Tandrian 92d3079f2d
Bugfix/improve portfolio calculation for activity with no market data (#5130) 8 months ago
Thomas Kaul cf8eac3d44
Feature/rename Settings to settings in User database schema (#5100) 8 months ago
Thomas Kaul 55e4d2fc7a
Feature/deprecate ITEM activity type in favor of BUY (#5093) 8 months ago
Thomas Kaul 7a97ec75f4
Feature/refactor portfolio service (#5063) 8 months ago
Kenrick Tandrian d9fb159c6a
Feature/integrate Fuse.js in GET holdings endpoint (#5062) 8 months ago
Thomas Kaul 433f1686e3
Feature/rename Account to account in Order database schema (#5052) 8 months ago
Thomas Kaul 1ec81d352b
Feature/restructure import test files (#4977) 8 months ago
csehatt741 351fd8a1d4
Feature/language localization for static portfolio analysis rule: Currency Cluster Risks (#5038) 8 months ago
Tobias Kugel f0eb0dc7fc
Feature/localize asset class cluster risks (Equity and Fixed Income) (#5033) 8 months ago
Tobias Kugel 84c4d79a74
Feature/Set up account cluster risks localization (Current Investment) (#5012) 8 months ago
Thomas Kaul 738f7490f6
Feature/rename Platform to platform in Account database schema (#4999) 8 months ago
Tobias Kugel 7a251ef749
Feature/set up language localization for X-ray rule Account Cluster Risks (Single Account) (#4959) 9 months ago
Tobias Kugel 3bcb19af14
Feature/migrate i18n service to injectable service (#4829) 9 months ago
Thomas Kaul 1dd3857618
Refactor getCashPositions() in portfolio service (#4800) 9 months ago
Thomas Kaul e2ec635bbf
Feature/localize X-ray rule EmergencyFundSetup (#4835) 9 months ago
Tobias Kugel fde8ff4bb6
Feature/localize X-ray rule FeeRatioInitialInvestment (#4779) 9 months ago
Thomas Kaul cb7434a8b2
Feature/sync demo account activities based on tags (#4797) 9 months ago
Thomas Kaul c553fdf6d4
Bugfix/change investment value to take currency effects into account in holding detail dialog (#4789) 9 months ago
Thomas Kaul a0f377e8eb
Feature/refactor ordersCount to activityCount (#4688) 10 months ago
Kenrick Tandrian c38dab5ab0
Feature/extend holding endpoint by performances (#4660) 10 months ago
Kenrick Tandrian 40d3eaa023
Bugfix/fix performance calculation on date of activity when unit price differs from market price (#4650) 10 months ago
Marcin Szymański 28d2fd3877
Bugfix/restore incorrect fee currency conversion (#4645) 10 months ago
Thomas Kaul 3646fb7f77
Feature/refactor portfolio holding response (#4649) 10 months ago
Thomas Kaul 1bced96460
Feature/deprecate portfolio position endpoints (#4648) 10 months ago
Thomas Kaul 3e963228d6
Feature/refactor accounts response interface (#4644) 10 months ago
Thomas Kaul 8fbdcac66c
Feature/rename Order to activities in account database schema (#4577) 10 months ago
csehatt741 f209519d95
Bugfix/investment calculation for activities in custom currency (#4597) 10 months ago
Thomas Kaul 71fc3906c7
Feature/add performance calculation type to user settings (#4567) 10 months ago
csehatt741 3361666f63
Feature/activity in custom currency (#4486) 11 months ago
Thomas Kaul 6122da3f14
Feature/optimize get range query in market data service (#4527) 11 months ago
Tobias Kugel 57748a18ef
Feature/add data gathering toggle to asset profile details dialog (#4497) 11 months ago
Shaunak Das a13d6140cf
Feature/extend emergency fund X-ray rule to support assets (#4485) 11 months ago
Sayed Murtadha Ahmed 6c624fefc9
Feature/eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component (#4462) 12 months ago
Szymon Łągiewka 795e4582a8
Feature/replace lodash.uniq with Array.from + Set (#4387) 12 months ago
Thomas Kaul 6036547cf5
Feature/refactor portfolio calculator factory (#4454) 12 months ago
Thomas Kaul 6cd79fab31
Feature/rename TWR to ROAI (#4453) 12 months ago
Thomas Kaul 8b353fbf66
Feature/introduce Promise.all() in getPerformance() of portfolio service (#4381) 1 year ago
csehatt741 035306d4d8
Feature/add createdAt to snapshot and public portfolio endpoint response (#4350) 1 year ago
csehatt741 634bdf16d6
Feature/extend portfolio snapshot by activities count (#4352) 1 year ago