325 Commits (1713a0e9d531bebfc9774f1777e41b06e3777f36)

Author SHA1 Message Date
KenTandrian 1713a0e9d5 fix(api): update comment 1 month ago
KenTandrian 85c1bde307 feat(api): calculate net performance with currency effect for cash positions 1 month ago
Tobias Kugel cc9346f3de
Task/restructure portfolio report response (#5454) 2 months ago
Attila Cseh 2b8a7de950
Feature/extend accounts endpoint by allocations (#5358) 3 months ago
Thomas Kaul 52ea3c5e84
Feature/add buying power to static portfolio analysis rules (#5365) 3 months ago
Attila Cseh 711d716de0
Feature/extend accounts endpoint by dividend and interest (#5335) 3 months ago
Thomas Kaul bd9aae6fec
Feature/refactor search query of holdings search (#5333) 3 months ago
Attila Cseh 6de3db08ca
Feature/extend GET all accounts endpoint by search query filter (#5329) 3 months ago
Thomas Kaul 7a5927592d
Feature/add support to exclude activity from analysis via tag (#5297) 3 months ago
Thomas Kaul cb30ea2979
Feature/restructure portfolio report response (part 2) (#5282) 3 months ago
Joseph Bao adc00694cf
Feature/add allocations percentage to accounts table component (#4720) 3 months ago
Thomas Kaul 4b03d5a926
Feature/restructure portfolio report response (#5260) 3 months ago
rohit 7c4cf2ca0c
Feature/set up language localization for Regional Market Cluster Risks (#5145) 3 months ago
Tobias Kugel 44ea3cba8d
Feature/set up localization for static portfolio analysis rules: Economic Market Cluster Risks (#5169) 4 months ago
Thomas Kaul cf8eac3d44
Feature/rename Settings to settings in User database schema (#5100) 4 months ago
Thomas Kaul 55e4d2fc7a
Feature/deprecate ITEM activity type in favor of BUY (#5093) 4 months ago
Thomas Kaul 7a97ec75f4
Feature/refactor portfolio service (#5063) 4 months ago
Kenrick Tandrian d9fb159c6a
Feature/integrate Fuse.js in GET holdings endpoint (#5062) 4 months ago
Thomas Kaul 433f1686e3
Feature/rename Account to account in Order database schema (#5052) 4 months ago
csehatt741 351fd8a1d4
Feature/language localization for static portfolio analysis rule: Currency Cluster Risks (#5038) 4 months ago
Tobias Kugel f0eb0dc7fc
Feature/localize asset class cluster risks (Equity and Fixed Income) (#5033) 4 months ago
Tobias Kugel 84c4d79a74
Feature/Set up account cluster risks localization (Current Investment) (#5012) 4 months ago
Thomas Kaul 738f7490f6
Feature/rename Platform to platform in Account database schema (#4999) 4 months ago
Tobias Kugel 7a251ef749
Feature/set up language localization for X-ray rule Account Cluster Risks (Single Account) (#4959) 5 months ago
Tobias Kugel 3bcb19af14
Feature/migrate i18n service to injectable service (#4829) 5 months ago
Thomas Kaul 1dd3857618
Refactor getCashPositions() in portfolio service (#4800) 5 months ago
Thomas Kaul e2ec635bbf
Feature/localize X-ray rule EmergencyFundSetup (#4835) 5 months ago
Tobias Kugel fde8ff4bb6
Feature/localize X-ray rule FeeRatioInitialInvestment (#4779) 5 months ago
Thomas Kaul cb7434a8b2
Feature/sync demo account activities based on tags (#4797) 5 months ago
Thomas Kaul c553fdf6d4
Bugfix/change investment value to take currency effects into account in holding detail dialog (#4789) 5 months ago
Thomas Kaul a0f377e8eb
Feature/refactor ordersCount to activityCount (#4688) 6 months ago
Kenrick Tandrian c38dab5ab0
Feature/extend holding endpoint by performances (#4660) 6 months ago
Thomas Kaul 3646fb7f77
Feature/refactor portfolio holding response (#4649) 6 months ago
Thomas Kaul 1bced96460
Feature/deprecate portfolio position endpoints (#4648) 6 months ago
Thomas Kaul 3e963228d6
Feature/refactor accounts response interface (#4644) 6 months ago
Thomas Kaul 8fbdcac66c
Feature/rename Order to activities in account database schema (#4577) 6 months ago
csehatt741 f209519d95
Bugfix/investment calculation for activities in custom currency (#4597) 6 months ago
Thomas Kaul 71fc3906c7
Feature/add performance calculation type to user settings (#4567) 7 months ago
csehatt741 3361666f63
Feature/activity in custom currency (#4486) 7 months ago
Shaunak Das a13d6140cf
Feature/extend emergency fund X-ray rule to support assets (#4485) 7 months ago
Sayed Murtadha Ahmed 6c624fefc9
Feature/eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component (#4462) 8 months ago
Szymon Łągiewka 795e4582a8
Feature/replace lodash.uniq with Array.from + Set (#4387) 8 months ago
Thomas Kaul 6cd79fab31
Feature/rename TWR to ROAI (#4453) 8 months ago
Thomas Kaul 8b353fbf66
Feature/introduce Promise.all() in getPerformance() of portfolio service (#4381) 8 months ago
csehatt741 035306d4d8
Feature/add createdAt to snapshot and public portfolio endpoint response (#4350) 8 months ago
Shaunak Das ece8c80aa1
Feature/regional market cluster risk for Asia-Pacific (#4313) 9 months ago
Shaunak Das b616274380
Feature/add regional market cluster risk for Japan (#4309) 9 months ago
Shaunak Das dee612b2a2
Feature/add regional market cluster risk for emerging markets (#4291) 9 months ago
Shaunak Das 06298089db
Feature/add regional market cluster risk rule for Europe (#4271) 9 months ago
Shaunak Das 8bd869e1b2
Feature/add regional market cluster risk for north america (#4240) 9 months ago