79898539d1
Add calculation and display of annualized dividend yield based on dividends received in the last 12 months relative to the investment cost basis.
Implementation:
- Add annualizedDividendYield property to TimelinePosition, PortfolioSnapshot, and PortfolioSummary interfaces
- Calculate individual position yield based on last 12 months dividends / investment with currency effects
- Aggregate portfolio-wide yield in PortfolioSnapshot
- Extract and include yield in PortfolioSummary via PortfolioService
Tests:
- Add comprehensive tests with single position (MSFT)
- Add multi-position test (MSFT + IBM) to verify aggregation
- Add PortfolioService integration tests
- Add IBM mock data to CurrentRateService
- Update cash test to include new property
6 days ago
155d533ee9
Bugfix/add missing guard to symbol autocomplete component ( #6255 )
* Add missing guard
1 week ago
53be141460
Feature/enable strict null checks in libs/common ( #6250 )
* feat(ts): enable strict null checks in libs/common
* feat(lint): enable prefer-nullish-coalescing
* feat(lib): resolve errors
* fix(lib): revert changes on DateRange type
1 week ago
13031aaad3
Task/deprecate firstBuyDate in portfolio calculator ( #6239 )
* Deprecate firstBuyDate in favor of dateOfFirstActivity
* Update changelog
2 weeks ago
f84e69c07a
Task/clean up position interface ( #6237 )
* Clean up interface
2 weeks ago
71902e39d1
Task/deprecate transactionCount in portfolio calculator and service ( #6228 )
* Deprecate transactionCount in favor of activitiesCount
* Update changelog
2 weeks ago
18f09e88d9
Task/remove deprecated firstBuyDate from portfolio holding response ( #6220 )
* Remove deprecated firstBuyDate
* Update changelog
2 weeks ago
32f56cb3f6
Task/remove deprecated public Stripe key (part 3) ( #6160 )
* Remove deprecated public Stripe key
2 weeks ago
4cfb785499
Task/deprecate firstBuyDate in portfolio holding response ( #6208 )
* Deprecate firstBuyDate
* Update changelog
2 weeks ago
f19e417068
Task/remove deprecated activities from portfolio holding response ( #6157 )
* Remove deprecated activities
* Update changelog
3 weeks ago
aa41cb404b
Task/remove deprecated platforms from info service ( #6137 )
* Remove platforms from info service
* Update changelog
3 weeks ago
825a366367
Feature/set up language localization for Korean (ko) ( #6136 )
* Set up language localization for Korean (ko)
* Update changelog
3 weeks ago
645e8ee303
Bugfix/prevent double counting of cash in net worth ( #6171 )
* Prevent double counting of cash in net worth
* Update changelog
3 weeks ago
60a64b768d
Bugfix/fix case-insensitive sorting in holdings table component ( #6183 )
* Fix case-insensitive sorting by name
* Update changelog
3 weeks ago
a84eb7ba56
Bugfix/fix case-insensitive sorting in benchmark component ( #6181 )
* Fix case-insensitive sorting by name
* Update changelog
3 weeks ago
d58e5f73e9
Bugfix/fix case-insensitive sorting in accounts table ( #6178 )
* Fix case-insensitive sorting by account name
* Update changelog
4 weeks ago
a493afb526
Task/set active sort column in accounts table component ( #6175 )
* Set active sort column
* Update changelog
4 weeks ago
d4d6ce1d07
Task/move admin service to UI library ( #6159 )
* Move admin service to UI library
* Update changelog
4 weeks ago
601008e0e6
Task/move data service to UI library ( #6154 )
* feat(lib): move data service
* feat(client): update imports
* feat(lib): update imports
* Update changelog
1 month ago
3698c76972
Task/deprecate activities in portfolio holding response ( #6147 )
* Deprecate activities
* Update changelog
1 month ago
5cb82d59f2
Bugfix/header alignment in accounts table on mobile ( #6143 )
* Fix header alignment
* Update changelog
1 month ago
113238f86e
Task/remove deprecated public Stripe key (part 2) ( #6138 )
* Remove deprecated public Stripe key
1 month ago
6d3e16a6fb
Bugfix/initialize input properties in fire calculator ( #6122 )
* Initialize input properties
* Update changelog
1 month ago
742415833c
Task/upgrade to Nx 22.3.3 and Angular 21.0 ( #6109 )
* chore(deps): upgrade to Nx 22.3.3 and Angular 21.0
* feat(nx): run migrations
* fix(ts): change module and moduleResolution for api
* feat(ts): remove duplicates of bundler module resolution
* fix(ts): enable ESM interoperability
* fix(api): update imports
* fix(ts): set module to preserve in api spec
* fix(ts): update target
* resolve comments
* fix(api): set jest moduleNameMapper
* fix(ts): update tsconfig in api spec
* fix(api): revert import changes
* fix(apps): revert unnecessary changes
* fix(client): change marked js file
* fix(deps): remove duplicates
1 month ago
0f9bebcf82
Task/eliminate ngx-stripe ( #6116 )
* Eliminate ngx-stripe
* Update changelog
1 month ago
40c01c38dd
Task/deprecate platforms in info item ( #6114 )
* Deprecate platforms
1 month ago
ee1f606b59
Feature/create endpoint to get all platforms ( #6097 )
* Create endpoint to get all platforms
* Update changelog
1 month ago
e668c6465e
Bugfix/time in market for impersonation mode ( #6103 )
* Fix time in market for impersonation mode
* Update changelog
1 month ago
5b7356ff28
Task/upgrade jest to version 30.2.0 ( #6110 )
* chore(deps): bump jest to 30.2.0
* fix(test): update setup test scripts
* fix(deps): resolve vulns
1 month ago
b12007b8b4
Task/revert adding styles to ui:storybook target ( #6107 )
* fix(sb): revert adding styles to ui:storybook target
1 month ago
07d7178dc3
Task/upgrade to Nx 22.1.3 and Storybook 10.1.10 ( #6105 )
* chore(deps): bump nx from 22.0 to 22.1
* fix(ts): set moduleResolution to bundler
This is a requirement for Storybook 10 migration. See https://github.com/storybookjs/storybook/blob/next/MIGRATION.md#require-tsconfigjson-moduleresolution-set-to-value-that-supports-types-condition .
* feat(sb): change main.js to ESM
See https://github.com/storybookjs/storybook/blob/next/MIGRATION.md#the-storybookmain-file-and-other-presets-must-be-valid-esm .
* fix(ts): set target to es2022
This resolves the warning: TypeScript compiler options "target" and "useDefineForClassFields" are set to "ES2022" and "false" respectively by the Angular CLI. To control ECMA version and features use the Browserslist configuration. For more information, see https://angular.dev/tools/cli/build#configuring-browser-compatibility .
* fix(ts): set esModuleInterop to true
* feat(docs): update changelog
* fix(ts): set moduleResolution to bundler
* fix(ts): revert target changes
* Update changelog
1 month ago
042d33aa00
Task/refactor read platforms permission ( #6095 )
* Refactor read platforms permission
1 month ago
7b885a11e2
Bugfix/fix asset profile deletion and allow editing asset profile identifiers with MANUAL data source ( #6090 )
* Fix asset profile deletion and allow editing asset profile identifiers with MANUAL data source
* Update changelog
1 month ago
61ef2631f9
Feature/extend personal finance tools 20251220 ( #6087 )
* Add BlueBudget, Moneyspire and Pennies
1 month ago
5102e1a3a9
Feature/restore support for specific calendar year date ranges in assistant ( #6079 )
* Restore specific calendar year date ranges
* Update changelog
2 months ago
ec3e8520eb
Task/update note in personal finance tools ( #6053 )
* Update note
2 months ago
de3f0c4207
Feature/extend FIRE page with projection information at retirement date ( #6034 )
* Extend FIRE page with projection information at retirement date
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 months ago
646ee7271a
Bugfix/allocate remaining percentage to unknown data in portfolio proportion chart ( #6054 )
* Allocate remaining percentage to unknown data in portfolio proportion chart
* Update changelog
2 months ago
76e06ed59f
Task/move notification service to UI library ( #6048 )
* Move notification service to UI library
* Update changelog
2 months ago
4cd16c33f8
Feature/OIDC authentication ( #5981 )
* Set up OIDC authentication
* Update changelog
2 months ago
bca5ce3f04
Feature/add 3D hover effect to membership card component ( #5966 )
* Add 3D hover effect to membership card component
* Update changelog
2 months ago
ccea6481ab
Task/prettify files 20251204 ( #6033 )
* Prettify files
2 months ago
d0d1a2ac88
Task/extend subscription offer key type ( #6022 )
* Extend SubscriptionOfferKey
2 months ago
4182376636
Feature/extend Storybook story of portfolio proportion chart component by story in percentage ( #6007 )
* Extend Storybook story
* Update changelog
2 months ago
1d011747c7
Task/improve usability of actions in various tables ( #5992 )
* Improve usability of actions
2 months ago
9d50675ea1
Feature/disable delete activities action if empty table ( #5971 )
* Disable delete activities action
* Update changelog
2 months ago
6f9e466aa2
Feature/add authentication method to user detail dialog ( #5970 )
* Extend user detail dialog
* Update changelog
2 months ago
d296e6bd28
Feature/extend menu in accounts table component ( #5960 )
* Extend menu
* Update changelog
3 months ago
d16eef5fae
Task/integrate OSS Gallery into logo carousel ( #5959 )
* Integrate OSS Gallery
* Update changelog
3 months ago
362997324e
Task/enforce module boundaries for ui module ( #5947 )
* feat(lib): move ConfirmationDialogType to common lib
* fix(lib): move SubscriptionType to enums
* feat(lib): move validateObjectForForm util to common lib
* feat(lib): move GfDialogFooterComponent to ui lib
* feat(lib): move GfDialogHeaderComponent to ui lib
3 months ago
Sven Günther
Thomas Kaul
Kenrick Tandrian
yaro
Paul van der lei
Vahant Sharma
Eduardo Almeida
Johnson Towoju
David Requeno
Germán Martín