Thomas Kaul
a0f377e8eb
Feature/refactor ordersCount to activityCount ( #4688 )
* Refactor ordersCount to activityCount
8 months ago
Kenrick Tandrian
c38dab5ab0
Feature/extend holding endpoint by performances ( #4660 )
* Extend holding endpoint by performances
* Update changelog
8 months ago
Kenrick Tandrian
40d3eaa023
Bugfix/fix performance calculation on date of activity when unit price differs from market price ( #4650 )
* Fix performance calculation on date of activity when unit price differs from market price
* Update changelog
8 months ago
Marcin Szymański
28d2fd3877
Bugfix/restore incorrect fee currency conversion ( #4645 )
* Restore incorrect fee currency conversion
* Update changelog
8 months ago
Thomas Kaul
3646fb7f77
Feature/refactor portfolio holding response ( #4649 )
* Refactor portfolio holding response
* maxPrice -> marketPriceMax
* minPrice -> marketPriceMin
* orders -> activities
8 months ago
Thomas Kaul
1bced96460
Feature/deprecate portfolio position endpoints ( #4648 )
* Deprecate api/v1/portfolio/position endpoints
* Update changelog
8 months ago
Dan
efd3fea6f2
Smaller fixes for New Calculator
8 months ago
Dan
d3c51a68ac
Fix tests
8 months ago
Dan
b6fee529d8
Fix Holdings Table
8 months ago
Dan
9d5dd5507d
Refactorings
8 months ago
Dan
986fb181b7
Reset Graph to 0 at start of time period
8 months ago
Dan
f9b14a9c99
Remove unused method
8 months ago
Dan
1f8eded977
Add timeweighted Calculation to PortfolioCalculator
8 months ago
Thomas Kaul
3e963228d6
Feature/refactor accounts response interface ( #4644 )
* Refactor accounts response interface
8 months ago
Dan
043a77b71a
Remove log performance + plus further work on performance calculation
8 months ago
Dan
1e0e318c17
Open portfolio calculator to overwrite calcluations
8 months ago
Dan
997fbb7b01
Generalize get performance method
8 months ago
Dan
de5d378e00
Revert "Use total investment as basis to avoid performance lower than -100%"
This reverts commit c6627fc563 .
8 months ago
Dan
a3a3f411a3
Implement ROI Calculator
8 months ago
Thomas Kaul
8fbdcac66c
Feature/rename Order to activities in account database schema ( #4577 )
* Rename Order to activities
* Update changelog
8 months ago
csehatt741
f209519d95
Bugfix/investment calculation for activities in custom currency ( #4597 )
* Investment calculation for activities in custom currency
* Update changelog
8 months ago
dandevaud
768f0db85f
Aktualisieren von portfolio-calculator.ts
8 months ago
Dan
c6627fc563
Use total investment as basis to avoid performance lower than -100%
8 months ago
Dan
6a3d60af0c
FIx tests
8 months ago
Dan
68dcd4006b
Merge Conflict Fixes + remove cpr and add calculate networth to base portfolio calculator
8 months ago
Thomas Kaul
71fc3906c7
Feature/add performance calculation type to user settings ( #4567 )
* Add performance calculation type to user settings
* Update changelog
9 months ago
csehatt741
3361666f63
Feature/activity in custom currency ( #4486 )
* Activity in custom currency
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
9 months ago
Thomas Kaul
6122da3f14
Feature/optimize get range query in market data service ( #4527 )
* Optimize query in getRange()
* Update changelog
9 months ago
Tobias Kugel
57748a18ef
Feature/add data gathering toggle to asset profile details dialog ( #4497 )
* Add data gathering toggle to asset profile details dialog
* Update changelog
9 months ago
Daniel Devaud
6573126116
Fix tests
9 months ago
Daniel Devaud
d1d5b16d16
Fix Tests
9 months ago
Dan
ad1744a14a
Resolve Merge Issues
9 months ago
Shaunak Das
a13d6140cf
Feature/extend emergency fund X-ray rule to support assets ( #4485 )
* Extend emergency fund X-ray rule to support assets
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
9 months ago
Sayed Murtadha Ahmed
6c624fefc9
Feature/eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component ( #4462 )
* Eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component
* Update changelog
10 months ago
Szymon Łągiewka
795e4582a8
Feature/replace lodash.uniq with Array.from + Set ( #4387 )
* Replace lodash.uniq with Array.from + Set
* Update chagnelog
10 months ago
Thomas Kaul
6036547cf5
Feature/refactor portfolio calculator factory ( #4454 )
* Refactor portfolio calculator factory
10 months ago
Thomas Kaul
6cd79fab31
Feature/rename TWR to ROAI ( #4453 )
* Rename TWR to ROAI
10 months ago
Thomas Kaul
8b353fbf66
Feature/introduce Promise.all() in getPerformance() of portfolio service ( #4381 )
* Introduce Promise.all()
* Update changelog
10 months ago
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>
10 months ago
csehatt741
634bdf16d6
Feature/extend portfolio snapshot by activities count ( #4352 )
* Extend portfolio snapshot by activities count
* Update changelog
10 months ago
Shaunak Das
ece8c80aa1
Feature/regional market cluster risk for Asia-Pacific ( #4313 )
* Add regional market cluster risk for Asia-Pacific
* Update changelog
11 months ago
Shaunak Das
b616274380
Feature/add regional market cluster risk for Japan ( #4309 )
* Add regional market cluster risk for Japan
* Update changelog
11 months ago
Shaunak Das
dee612b2a2
Feature/add regional market cluster risk for emerging markets ( #4291 )
* Add regional market cluster risk for emerging markets
* Update changelog
11 months ago
Shaunak Das
06298089db
Feature/add regional market cluster risk rule for Europe ( #4271 )
* Add regional market cluster risk rule for Europe
* Update changelog
11 months ago
Dan
0d1878148b
Concat Tags from SymbolProfile as well
11 months ago
Shaunak Das
8bd869e1b2
Feature/add regional market cluster risk for north america ( #4240 )
* Add regional market cluster risk for north america
* Update changelog
11 months ago
Daniel Devaud
a79194cad8
NPM update, fixes & fix lint
11 months ago
Szymon Łągiewka
ca45098de3
Feature/refactor various lodash functions with native JavaScript equivalents ( #4170 )
* Refactored various lodash functions with native JavaScript equivalents
* Update changelog
12 months ago
Thomas Kaul
6ee6121317
Feature/set up asset class cluster risk x-ray rule ( #4128 )
* Set up Asset Class Cluster Risk rule (equity)
* Set up Asset Class Cluster Risk rule (fixed income)
* Update changelog
1 year ago
Thomas Kaul
943ff2f0dc
Feature/improve usability of X-ray page by hiding empty rule categories ( #4108 )
* Hide empty rule categories
* Update changelog
1 year ago