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 )
* Restructure portfolio report response
* Update changelog
2 months ago
Attila Cseh
2b8a7de950
Feature/extend accounts endpoint by allocations ( #5358 )
* Extend accounts endpoint by allocations
* Update changelog
3 months ago
Thomas Kaul
52ea3c5e84
Feature/add buying power to static portfolio analysis rules ( #5365 )
* Add buying power rule
* Update changelog
3 months ago
Attila Cseh
711d716de0
Feature/extend accounts endpoint by dividend and interest ( #5335 )
* Extend accounts endpoint by dividend and interest
* Update changelog
3 months ago
Thomas Kaul
bd9aae6fec
Feature/refactor search query of holdings search ( #5333 )
* Refactor search query
* Update changelog
3 months ago
Attila Cseh
6de3db08ca
Feature/extend GET all accounts endpoint by search query filter ( #5329 )
* Extend GET all accounts endpoint by search query filter
* Update changelog
3 months ago
Thomas Kaul
7a5927592d
Feature/add support to exclude activity from analysis via tag ( #5297 )
* Add support to exclude activity from analysis via tag
* Update changelog
3 months ago
Thomas Kaul
cb30ea2979
Feature/restructure portfolio report response (part 2) ( #5282 )
* Restructure response of portfolio report endpoint
3 months ago
Joseph Bao
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>
3 months ago
Thomas Kaul
4b03d5a926
Feature/restructure portfolio report response ( #5260 )
* Restructure response of portfolio report endpoint
* Update changelog
3 months ago
rohit
7c4cf2ca0c
Feature/set up language localization for Regional Market Cluster Risks ( #5145 )
* Set up language localization for Regional Market Cluster Risks
* Update changelog
3 months ago
Tobias Kugel
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
4 months ago
Thomas Kaul
cf8eac3d44
Feature/rename Settings to settings in User database schema ( #5100 )
* Rename Settings to settings in User database schema
* Update changelog
4 months ago
Thomas Kaul
55e4d2fc7a
Feature/deprecate ITEM activity type in favor of BUY ( #5093 )
* Deprecate ITEM activity type in favor of BUY
* Update changelog
4 months ago
Thomas Kaul
7a97ec75f4
Feature/refactor portfolio service ( #5063 )
* Refactor portfolio service
4 months ago
Kenrick Tandrian
d9fb159c6a
Feature/integrate Fuse.js in GET holdings endpoint ( #5062 )
* Integrate Fuse.js in GET holdings endpoint
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
4 months ago
Thomas Kaul
433f1686e3
Feature/rename Account to account in Order database schema ( #5052 )
* Rename Account to account in Order database schema
* Update changelog
4 months ago
csehatt741
351fd8a1d4
Feature/language localization for static portfolio analysis rule: Currency Cluster Risks ( #5038 )
* Language localization for static portfolio analysis rule: Currency Cluster Risks
* Update changelog
4 months ago
Tobias Kugel
f0eb0dc7fc
Feature/localize asset class cluster risks (Equity and Fixed Income) ( #5033 )
* Localize asset class cluster risks
* Update changelog
4 months ago
Tobias Kugel
84c4d79a74
Feature/Set up account cluster risks localization (Current Investment) ( #5012 )
* Set up localization
* Update changelog
4 months ago
Thomas Kaul
738f7490f6
Feature/rename Platform to platform in Account database schema ( #4999 )
* Rename Platform to platform in Account database schema
* Update changelog
4 months ago
Tobias Kugel
7a251ef749
Feature/set up language localization for X-ray rule Account Cluster Risks (Single Account) ( #4959 )
* Set up language localization
* Update changelog
5 months ago
Tobias Kugel
3bcb19af14
Feature/migrate i18n service to injectable service ( #4829 )
* Migrate i18n service to injectable service
* Update changelog
5 months ago
Thomas Kaul
1dd3857618
Refactor getCashPositions() in portfolio service ( #4800 )
* Refactor getCashPositions()
5 months ago
Thomas Kaul
e2ec635bbf
Feature/localize X-ray rule EmergencyFundSetup ( #4835 )
* Set up language localization for static portfolio analysis rule: Emergency Fund (Set up)
* Update changelog
5 months ago
Tobias Kugel
fde8ff4bb6
Feature/localize X-ray rule FeeRatioInitialInvestment ( #4779 )
* Localize X-ray rule FeeRatioInitialInvestment
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
5 months ago
Thomas Kaul
cb7434a8b2
Feature/sync demo account activities based on tags ( #4797 )
* Sync demo account activities based on tags
* Update changelog
5 months ago
Thomas Kaul
c553fdf6d4
Bugfix/change investment value to take currency effects into account in holding detail dialog ( #4789 )
* Change investment value to take currency effects into account
* Update changelog
5 months ago
Thomas Kaul
a0f377e8eb
Feature/refactor ordersCount to activityCount ( #4688 )
* Refactor ordersCount to activityCount
6 months ago
Kenrick Tandrian
c38dab5ab0
Feature/extend holding endpoint by performances ( #4660 )
* Extend holding endpoint by performances
* Update changelog
6 months ago
Thomas Kaul
3646fb7f77
Feature/refactor portfolio holding response ( #4649 )
* Refactor portfolio holding response
* maxPrice -> marketPriceMax
* minPrice -> marketPriceMin
* orders -> activities
6 months ago
Thomas Kaul
1bced96460
Feature/deprecate portfolio position endpoints ( #4648 )
* Deprecate api/v1/portfolio/position endpoints
* Update changelog
6 months ago
Thomas Kaul
3e963228d6
Feature/refactor accounts response interface ( #4644 )
* Refactor accounts response interface
6 months ago
Thomas Kaul
8fbdcac66c
Feature/rename Order to activities in account database schema ( #4577 )
* Rename Order to activities
* Update changelog
6 months ago
csehatt741
f209519d95
Bugfix/investment calculation for activities in custom currency ( #4597 )
* Investment calculation for activities in custom currency
* Update changelog
6 months ago
Thomas Kaul
71fc3906c7
Feature/add performance calculation type to user settings ( #4567 )
* Add performance calculation type to user settings
* Update changelog
7 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>
7 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>
7 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
8 months ago
Szymon Łągiewka
795e4582a8
Feature/replace lodash.uniq with Array.from + Set ( #4387 )
* Replace lodash.uniq with Array.from + Set
* Update chagnelog
8 months ago
Thomas Kaul
6cd79fab31
Feature/rename TWR to ROAI ( #4453 )
* Rename TWR to ROAI
8 months ago
Thomas Kaul
8b353fbf66
Feature/introduce Promise.all() in getPerformance() of portfolio service ( #4381 )
* Introduce Promise.all()
* Update changelog
8 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>
8 months ago
Shaunak Das
ece8c80aa1
Feature/regional market cluster risk for Asia-Pacific ( #4313 )
* Add regional market cluster risk for Asia-Pacific
* Update changelog
9 months ago
Shaunak Das
b616274380
Feature/add regional market cluster risk for Japan ( #4309 )
* Add regional market cluster risk for Japan
* Update changelog
9 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
9 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
9 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
9 months ago