eae2c20dfe
Task/deprecate transactionCount in GET api/v1/admin endpoint ( #6265 )
* Deprecate transactionCount in favor of activitiesCount
* Update changelog
3 days ago
7dbacdbf0f
Feature/extract top holdings from Yahoo Finance for ETF and mutual funds ( #6254 )
* Extract top holdings from Yahoo Finance for ETF and mutual funds
* Update changelog
3 days ago
418e8bc843
Task/remove deprecated first buy date in portfolio calculator ( #6244 )
* Remove deprecated firstBuyDate
* Update changelog
3 days ago
ad2abbc55b
Task/improve Spanish translation ( #6261 )
* Improve Spanish translation
* Update changelog
4 days ago
9eb5943666
Task/improve usability when adding currency in market data section of admin control panel ( #6225 )
* Improve usability when adding currency
* Update changelog
1 week ago
dd9989112d
Task/update locales ( #6247 )
* Update locales
* Update changelog
* Update translations
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 week ago
30be7589b6
Task/refactor getDividends() from async to sync ( #6222 )
* Refactor from async to sync
1 week ago
9fd9edd0ea
Feature/improve zh localization ( #6245 )
* fix(i18n): move i18n attribute in pricing page
* feat(i18n): update zh locale
* feat(i18n): update zh locale
* feat(docs): update changelog
1 week ago
041a854c65
test(api): add tests for performance grouped by year in ROAI calculator
Add test cases that verify getChartByYear correctly groups portfolio
performance chart data by year. Tests use getPerformance() output
with getChartByYear to validate yearly grouping:
- BTCUSD: Tests multi-year scenario (2021-2022)
- GOOGL: Tests single-year scenario (2023)
- NOVN: Tests buy-and-sell within single year (2022)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2 weeks ago
fbed22c61c
feat(api): add groupBy=year support to portfolio performance endpoint
This implements feature request #6221 by adding support for the `groupBy=year`
query parameter in the portfolio performance endpoint (GET /api/v2/portfolio/performance).
When `groupBy=year` is specified, the chart data is aggregated by year:
- Each year is represented by a single data point
- The date format is normalized to YYYY-01-01
- The last data point of each year is used as the representative value
The implementation follows existing patterns in the codebase (see getDividendsByGroup).
Extracted getChartByYear helper function with comprehensive unit tests.
Closes #6221
2 weeks ago
f364874e27
Task/extend portfolio calculator tests with investments by year ( #6240 )
* Extend tests with investmentsByYear
2 weeks ago
f03b8f097e
Task/refresh cryptocurrencies list 20260123 ( #6236 )
* Update cryptocurrencies.json
* Update changelog
2 weeks ago
13031aaad3
Task/deprecate firstBuyDate in portfolio calculator ( #6239 )
* Deprecate firstBuyDate in favor of dateOfFirstActivity
* Update changelog
2 weeks ago
50d7671d4f
Task/change LambdaTest to TestMu AI ( #6232 )
* Change LambdaTest to TestMu AI
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
fcae50968b
Task/set analysis page values as experimental ( #6217 )
* Set values as experimental
* Update changelog
2 weeks ago
32f56cb3f6
Task/remove deprecated public Stripe key (part 3) ( #6160 )
* Remove deprecated public Stripe key
2 weeks ago
f5b22e2f06
Task/update locales ( #6212 )
* Update locales
* Update translations
* Update changelog
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 weeks ago
9df4945d0a
Feature/extend analysis page by values ( #6210 )
* Extend analysis page by values
* Update changelog
2 weeks ago
4cfb785499
Task/deprecate firstBuyDate in portfolio holding response ( #6208 )
* Deprecate firstBuyDate
* Update changelog
2 weeks ago
d9a4d261e4
Bugfix/total fee calculation related to activities in custom currency (part 2) ( #6199 )
* Fix total fee calculation related to activities in custom currency
* Update changelog
2 weeks ago
3359ea1d20
Bugfix/numeric parsing error in X-ray page ( #6198 )
* Fix numeric parsing error related to cash positions
* Update changelog
2 weeks ago
f19e417068
Task/remove deprecated activities from portfolio holding response ( #6157 )
* Remove deprecated activities
* Update changelog
2 weeks ago
aa41cb404b
Task/remove deprecated platforms from info service ( #6137 )
* Remove platforms from info service
* Update changelog
3 weeks 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
3 weeks ago
3e8c21aa20
Task/extend referral brokers ( #6193 )
* Add Monefit
3 weeks ago
9fd7924f2c
Task/update locales ( #6156 )
* Update locales
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
3 weeks ago
723e154e65
Feature/restore support for specific calendar year date ranges in holdings ( #6186 )
* Restore specific calendar year date ranges
* 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
4539367bc5
Task/refresh cryptocurrencies list 20260105 ( #6172 )
* Update cryptocurrencies.json
* Update changelog
4 weeks ago
ac67a6e190
Task/extend portfolio calculator cash test ( #6162 )
* Extend test
4 weeks ago
09e7e6182d
Task/refactor firstOrderDate to dateOfFirstActivity in portfolio service ( #6161 )
* Refactor firstOrderDate to dateOfFirstActivity
4 weeks ago
d4d6ce1d07
Task/move admin service to UI library ( #6159 )
* Move admin service to UI library
* Update changelog
4 weeks ago
feb25c9266
Bugfix/fix filtering by asset class in get holdings endpoint ( #6151 )
* Fix filtering by asset class
* Update changelog
4 weeks ago
5101c406b4
Task/refactor dividend import ( #6150 )
* Refactor dividend import
* Update changelog
1 month 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
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
1 month ago
61d51ec207
Feature/update locales ( #6083 )
* Update locales
* Update translations
* Update changelog
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 month ago
95cbd01a4c
Task/lazy load platforms via API in create or update account dialog ( #6130 )
* Lazy load platforms via API
* Update changelog
1 month ago
c52d7f46c2
Task/move scraper configuration to tab in asset profile dialog ( #6094 )
* Move scraper configuration to tab in asset profile dialog
* Update changelog
1 month ago
a6011f2c47
Task/remove deprecated public Stripe key ( #6124 )
* Remove deprecated public Stripe key
* Update changelog
1 month ago
a1fab9fdf3
Task/upgrade stripe to version 20.1.0 ( #6132 )
* Upgrade stripe to version 20.1.0
* Update changelog
1 month ago
7999ff973b
Bugfix/jsonpath import in manual service ( #6129 )
* Fix jsonpath import
* Update changelog
1 month ago
549436d919
Task/extend data providers content in self-hosting FAQ ( #6123 )
* Extend data providers content
* 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
2167c4ca8e
Task/upgrade to marked 16.4.2 and ngx-markdown 20.1.0 ( #6117 )
* chore(deps): bump marked and ngx-markdown
* fix(client): change marked script file
* fix(client): change umd to esm
* fix(client): remove marked script file from project.json
* feat(docs): update changelog
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
Thomas Kaul
Kenrick Tandrian
Lyndros
Karel De Smet
github-actions[bot]
John Costa
Sven Günther
yaro
Omkar Gujja