0fa7610d8a
Reuse AssetProfileIdentifier
4 weeks ago
bab02b3d68
Task/deprecate SymbolProfile in favor of assetProfile in get holding endpoint ( #7054 )
* Deprecate SymbolProfile in favor of assetProfile
* Update changelog
4 weeks ago
98c984c6c9
Task/improve unknown bucket grouping in allocations ( #7011 )
* Improve unknown bucket grouping
* Update changelog
1 month ago
d830e0f6f4
Task/migrate backend logger to instance pattern ( #6966 )
* Refactor backend logging to use instance-based Logger
* Update changelog
1 month ago
9996d8a8d2
Bugfix/base currency in impersonation mode ( #6964 )
* Fix base currency in impersonation mode
* Update changelog
1 month ago
ab6fdf6c4f
Task/remove deprecated attributes from portfolio position interface ( #6950 )
* Remove deprecated attributes
* Update changelog
2 months ago
9d7e3dfe18
Bugfix/missing cash positions caused by incorrect data source ( #6933 )
* Change incorrect data source
* Update changelog
2 months ago
081ce27d78
Task/improve type safety in home overview component ( #6927 )
* feat(client): implement default date range
* feat(client): resolve errors
* feat(client): replace constructor based DI with inject function
* feat(client): enforce encapsulation
* fix(client): remove dead code
* feat(client): enforce immutability
* feat(client): replace deprecated getDeviceInfo
* feat(client): convert errors to signal
* feat(client): convert hasImpersonationId to signal
* feat(client): convert user to signal
* feat(client): convert to computed signals
* feat(client): convert historicalDataItems and isLoadingPerformance to signals
* feat(client): convert performance and precision to signals
* feat(client): implement OnPush change detection strategy
* fix(common): revert DateRange type change
* fix(client): format file
2 months ago
f82fbcfc58
Bugfix/exception in portfolio details endpoint for unmatched asset profile ( #6861 )
* Resolve exception in portfolio details endpoint when an asset profile is unmatched
* Use asset profile identifier for value uniqueness
* Update changelog
2 months ago
088891a961
Feature/support calendar year date ranges on activities page ( #6597 )
* Support calendar year date ranges on activities page
* Update changelog
4 months ago
07b165f79a
Task/add asset profile to portfolio position interface (part 3) ( #6502 )
* Reorder
4 months ago
7ac32ee6f3
Task/add asset profile to portfolio position interface (part 2) ( #6500 )
* Add currency to asset profile
4 months ago
4a832f12ca
Task/deprecate order endpoints in favor of activities endpoints ( #6446 )
* Deprecate order endpoints in favor of activities endpoints
* Update changelog
4 months ago
b7d976d2ff
Task/add asset profile to portfolio position interface ( #6473 )
* Add asset profile
* Update changelog
4 months ago
8e47e198fa
Task/remove deprecated committed funds from summary of portfolio details ( #6442 )
* Remove deprecated committedFunds
* Update changelog
5 months ago
a7434c9ba7
Task/remove deprecated fee ratio X-ray rule ( #6364 )
* Remove deprecated static portfolio analysis rule: Fees (Fee Ratio)
* Update changelog
5 months ago
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
5 months ago
f38a2d7ff1
Bugfix/investment value in portfolio summary ( #6329 )
* Include currency effects in investment value of portfolio summary
* Update changelog
5 months ago
63e75942a8
Task/remove deprecated transaction count in portfolio calculator and service ( #6288 )
* Remove deprecated transactionCount in portfolio calculator and service
* Update changelog
5 months ago
418e8bc843
Task/remove deprecated first buy date in portfolio calculator ( #6244 )
* Remove deprecated firstBuyDate
* Update changelog
6 months ago
30be7589b6
Task/refactor getDividends() from async to sync ( #6222 )
* Refactor from async to sync
6 months ago
71902e39d1
Task/deprecate transactionCount in portfolio calculator and service ( #6228 )
* Deprecate transactionCount in favor of activitiesCount
* Update changelog
6 months ago
18f09e88d9
Task/remove deprecated firstBuyDate from portfolio holding response ( #6220 )
* Remove deprecated firstBuyDate
* Update changelog
6 months ago
4cfb785499
Task/deprecate firstBuyDate in portfolio holding response ( #6208 )
* Deprecate firstBuyDate
* Update changelog
6 months ago
f19e417068
Task/remove deprecated activities from portfolio holding response ( #6157 )
* Remove deprecated activities
* Update changelog
6 months ago
6727fb2b74
Bugfix/total fee calculation related to activities in custom currency ( #6191 )
* Fix total fee calculation related to activities in custom currency
* Update changelog
6 months ago
09e7e6182d
Task/refactor firstOrderDate to dateOfFirstActivity in portfolio service ( #6161 )
* Refactor firstOrderDate to dateOfFirstActivity
6 months ago
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
6 months ago
e668c6465e
Bugfix/time in market for impersonation mode ( #6103 )
* Fix time in market for impersonation mode
* Update changelog
7 months ago
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
8 months ago
9f878c42f4
Task/refactor getHolding() in portfolio service ( #5898 )
* Refactor getHolding() if no holding has been found
* Update changelog
8 months ago
f940eb6725
Task/refactor PortfolioInvestments interface to PortfolioInvestmentsResponse interface ( #5774 )
* Refactor PortfolioInvestments to PortfolioInvestmentsResponse
9 months ago
04d6d9cfa9
Bugfix/total buy and sell calculation in summary ( #5759 )
* Fix total buy and sell calculation related to activities in custom currency
* Update changelog
9 months ago
db2c2426c6
Task/refactor interest to interestInBaseCurrency in portfolio summary interface ( #5763 )
* Refactor interest to interestInBaseCurrency
9 months ago
20da95239e
Task/refactor liabilities to liabilitiesInBaseCurrency in portfolio summary interface ( #5725 )
* Refactor liabilities to liabilitiesInBaseCurrency
9 months ago
d2fe16c794
Task/refactor transactionCount to activitiesCount in portfolio holding response ( #5709 )
* Refactor transactionCount to activitiesCount in portfolio holding response
* Update changelog
9 months ago
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
10 months ago
cc9346f3de
Task/restructure portfolio report response ( #5454 )
* Restructure portfolio report response
* Update changelog
10 months ago
2b8a7de950
Feature/extend accounts endpoint by allocations ( #5358 )
* Extend accounts endpoint by allocations
* Update changelog
11 months ago
52ea3c5e84
Feature/add buying power to static portfolio analysis rules ( #5365 )
* Add buying power rule
* Update changelog
11 months ago
711d716de0
Feature/extend accounts endpoint by dividend and interest ( #5335 )
* Extend accounts endpoint by dividend and interest
* Update changelog
11 months ago
bd9aae6fec
Feature/refactor search query of holdings search ( #5333 )
* Refactor search query
* Update changelog
11 months ago
6de3db08ca
Feature/extend GET all accounts endpoint by search query filter ( #5329 )
* Extend GET all accounts endpoint by search query filter
* Update changelog
11 months ago
7a5927592d
Feature/add support to exclude activity from analysis via tag ( #5297 )
* Add support to exclude activity from analysis via tag
* Update changelog
12 months ago
cb30ea2979
Feature/restructure portfolio report response (part 2) ( #5282 )
* Restructure response of portfolio report endpoint
12 months ago
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>
12 months ago
4b03d5a926
Feature/restructure portfolio report response ( #5260 )
* Restructure response of portfolio report endpoint
* Update changelog
12 months ago
7c4cf2ca0c
Feature/set up language localization for Regional Market Cluster Risks ( #5145 )
* Set up language localization for Regional Market Cluster Risks
* Update changelog
1 year ago
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
1 year ago
cf8eac3d44
Feature/rename Settings to settings in User database schema ( #5100 )
* Rename Settings to settings in User database schema
* Update changelog
1 year ago
Thomas Kaul
Kenrick Tandrian
Vahant Sharma
Aman
Dibyendu Sahoo
Lagmator22
Tanbir Ali
Flavien Lankai-Mills
Tobias Kugel
Attila Cseh
Joseph Bao
rohit