Thomas Kaul
48b524de5a
Feature/add export functionality to position detail dialog ( #672 )
* Add export functionality to the position detail dialog
* Respect filters in activities export
* Update changelog
3 years ago
Thomas Kaul
8bd9330acc
Feature/improve usability of create or edit transaction dialog ( #661 )
* Move the fee to the bottom
* Update changelog
3 years ago
Thomas Kaul
b8ad6d6662
Feature/improve import ( #657 )
* Improve import
* Update changelog
Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>
3 years ago
Ronald Konjer
919b20197f
import csv with account name or id ( #654 )
* import csv with account id
3 years ago
Thomas Kaul
62885ea890
Feature/improve consistent use of symbol with data source ( #656 )
* Improve the consistent use of symbol with dataSource
* Update changelog
3 years ago
Thomas Kaul
585f99e4df
Feature/add summary row to activities table ( #645 )
* Add summary row to activities table
* Update changelog
3 years ago
Thomas Kaul
d3707bbb87
Bugfix/fix preselected default account in create activity dialog ( #624 )
* Fix preselected default account
* Update changelog
3 years ago
Thomas Kaul
b2b3fde80e
Bugfix/support multiple accounts with the same name ( #623 )
* Support multiple accounts with the same name
* Update changelog
3 years ago
Thomas Kaul
69c9e259b1
Bugfix/fix routing of create activity dialog ( #615 )
* Fix routing of create activity dialog
* Update changelog
3 years ago
Thomas Kaul
aca37a27f9
Feature/add top performers to analysis page ( #613 )
* Add Top 3 / Bottom 3 performers
* Update changelog
3 years ago
Thomas Kaul
e54638a684
Feature/improve analysis page ( #609 )
* Improve analysis page (show y-axis, extend chart in relation to days in market)
* Update changelog
3 years ago
Thomas Kaul
124bdc028d
Bugfix/fix reload of position detail dialog ( #603 )
* Fix reload of position detail dialog
* Update changelog
3 years ago
Thomas Kaul
b291d9e031
Feature/refactor transactions to activities table ( #600 )
* Refactor transactions to activities table with attributes and routes
* Update changelog
3 years ago
Thomas Kaul
77065dac50
Feature/add date range selector to holdings tab ( #595 )
* Add date range selector to holdings tab
* Update changelog
3 years ago
Thomas Kaul
9e1a7fc981
Feature/dividend ( #547 )
* Add dividend to order type
* Support dividend in transactions table
* Support dividend in transaction dialog
* Extend import file with dividend
* Add dividend to portfolio summary
* Update changelog
Co-authored-by: Fly Man <fly.man.opensim@gmail.com>
3 years ago
Thomas Kaul
ff638adf03
Feature/add transactions to position detail dialog ( #591 )
* Add transactions to position detail dialog
* Update changelog
3 years ago
Thomas Kaul
ee397c8047
Bugfix/fix file type detection for import ( #587 )
* Fix file type detection ("application/vnd.ms-excel" instead of "text/csv")
* Update changelog
3 years ago
Thomas Kaul
ddce8cc7f9
Feature/support update of historical data ( #557 )
* Support update of historical data
* Update changelog
3 years ago
Thomas Kaul
d09cad4e05
Feature/read only mode ( #520 )
* Setup read only mode and update permissions dynamically
* Update changelog
3 years ago
Thomas Kaul
572bfc59b8
Add guards ( #486 )
3 years ago
Thomas Kaul
bc58ee86ca
Feature/usability improvements in the create or edit transaction dialog ( #483 )
* Usability improvements
* Disable the symbol input in edit mode
* Filter accounts by type (SECURITIES)
* Update changelog
3 years ago
Thomas Kaul
b6902e10ea
Feature/improve import json file validation ( #455 )
* Improve import validation
* Update changelog
4 years ago
Thomas Kaul
54bbc8446b
Feature/prettify scraper symbol in chart ( #448 )
* Prettify scraper symbol in chart
* Update changelog
4 years ago
Thomas Kaul
1397cd62a8
Feature/extend public page ( #445 )
* Extend public page
* Update changelog
4 years ago
Thomas Kaul
1d9a31dbb8
Improve styling ( #423 )
4 years ago
Thomas Kaul
b57301ef50
Feature/extend import validation message ( #421 )
* Extend import validation message
* Update changelog
4 years ago
Thomas Kaul
2e5176bacf
Feature/extend import by csv files ( #419 )
* Support import of csv files
* Update changelog
4 years ago
Thomas Kaul
4ab6a1a071
Feature/harmonize page layouts ( #417 )
* Harmonize page layouts
* Update changelog
4 years ago
Thomas Kaul
93dcbeb6c7
Feature/add validation for import ( #415 )
* Valid data types
* Maximum number of orders
* Data provider service returns data for the dataSource / symbol pair
4 years ago
Thomas Kaul
3ec4a73b35
Feature/improve tooltips ( #403 )
* Improve tooltips
* Update changelog
4 years ago
Thomas Kaul
4219e1121e
Improve style ( #398 )
4 years ago
Thomas Kaul
dcee651098
Feature/support unlimited currencies ( #387 )
* Support unlimited currencies
* Update changelog
4 years ago
Thomas Kaul
508a48f4c3
Feature/hide actions in presenter view ( #380 )
* Hide actions if restricted view is active
* Update changelog
4 years ago
Thomas Kaul
8466e3d73f
Feature/always show adapted portfolio page ( #388 )
* Always show adapted portfolio page
* Update changelog
4 years ago
Thomas Kaul
af022ae316
Feature/add story for portfolio proportion chart component ( #384 )
* Add story
* Use new component
* Update changelog
4 years ago
Thomas Kaul
98be8745d9
Bugfix/fix create or edit transaction dialog ( #382 )
* Fix create or edit transaction dialog
* Update changelog
4 years ago
Thomas Kaul
0f72673ef4
Feature/respect data source in symbol data endpoint ( #370 )
* Respect data source in symbol data endpoint
* Respect data source in the data provider service
* Combine symbol with data source in get() of data provider service
* Improve search functionality for multiple data sources
* Update changelog
4 years ago
Thomas Kaul
9ed82ac82b
Feature/improve labels of allocation chart by symbol ( #353 )
* Improve labels
* Update changelog
4 years ago
Ivo Valchev
9c9ca4ab1e
Add labels to allocation piecharts ( #337 )
4 years ago
Thomas Kaul
5fd413e57e
Feature/setup storybook ( #332 )
* Setup ui library with storybook
* Add value component with story
* Update changelog
4 years ago
Thomas Kaul
747e5b63fa
Feature/restructure allocations page including allocations by symbol ( #333 )
* Restructure allocations page
* Update changelog
4 years ago
Ivo Valchev
b1187cf880
Add a new symbol allocation chart ( #326 )
* Add a new symbol allocation chart
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 years ago
Thomas Kaul
6386786ac0
Bugfix/improve symbol lookup ( #322 )
* Improve symbol lookup
* Update changelog
4 years ago
Thomas Kaul
72c065a59d
Feature/introduce asset sub class ( #312 )
* Introduce asset sub class
* Update changelog
4 years ago
Thomas Kaul
2083d28d02
Feature/minor improvements in the page components ( #310 )
* Move permissions to constructor
* Sort imports
4 years ago
Thomas Kaul
aad8f77093
Feature/improve allocations by account ( #308 )
* Improve allocations by account
* Eliminate accounts from PortfolioPosition
* Ignore cash assets in the allocation chart by sector, continent and country
* Add missing accounts to portfolio details
* Update changelog
4 years ago
Thomas Kaul
7c91727eb1
Feature/restructure allocations page ( #294 )
* Restructure allocations page
* Update changelog
4 years ago
Thomas
96a615dc5d
Bugfix/only allow supported currencies in symbol search ( #287 )
* Only allow supported currencies in symbol search
* Update changelog
4 years ago
Thomas
80d043729d
Feature/replace type with asset class ( #274 )
* Improved the asset classification
* Add assetClass to symbolProfile
* Remove type from position
* Update changelog
4 years ago
Thomas
f743c03e17
Feature/restructure page hierarchy ( #259 )
* Introduce portfolio group, remove tools
* Extract allocations to separate page
* Update changelog
4 years ago