Dan
1f8eded977
Add timeweighted Calculation to PortfolioCalculator
9 months ago
Dan
043a77b71a
Remove log performance + plus further work on performance calculation
9 months ago
Dan
1e0e318c17
Open portfolio calculator to overwrite calcluations
9 months ago
Dan
997fbb7b01
Generalize get performance method
9 months ago
Dan
de5d378e00
Revert "Use total investment as basis to avoid performance lower than -100%"
This reverts commit c6627fc563 .
9 months ago
Dan
a3a3f411a3
Implement ROI Calculator
9 months ago
Dan
c6627fc563
Use total investment as basis to avoid performance lower than -100%
9 months ago
Dan
6a3d60af0c
FIx tests
9 months ago
Dan
68dcd4006b
Merge Conflict Fixes + remove cpr and add calculate networth to base portfolio calculator
9 months ago
Thomas Kaul
3b59d7989a
Feature/improve currency code validation ( #4598 )
* Improve currency code validation
* Update changelog
9 months ago
Thomas Kaul
50e7e3d3c7
Feature/simplify data source checks in DTOs ( #4581 )
* Simplify DataSource checks in DTOs
* Add test case
* Update changelog
9 months ago
Thomas Kaul
56fcafaa12
Feature/improve premium data provider handling in getQuotes() ( #4590 )
* Improve premium data provider handling in getQuotes()
9 months ago
Thomas Kaul
e67ccea673
Feature/rename User to user in subscription database schema ( #4576 )
* Rename User to user
* Update changelog
9 months ago
Kenrick Tandrian
416fa44cf0
Feature/create watchlist API endpoints ( #4570 )
* Create watchlist API endpoints
* Update changelog
9 months ago
Thomas Kaul
71fc3906c7
Feature/add performance calculation type to user settings ( #4567 )
* Add performance calculation type to user settings
* Update changelog
9 months ago
Thomas Kaul
3091c3f080
Feature/rename Subscription to subscriptions in user database schema ( #4575 )
* Rename Subscription to subscriptions
* Update changelog
9 months ago
Thomas Kaul
d6e0b499d9
Feature/migrate lookup by ISIN in Financial Modeling Prep service to stable API version ( #4573 )
* Migrate lookup by ISIN to stable API version
* Update changelog
9 months ago
Thomas Kaul
1ae5ba7f8a
Feature/parallelize asset profile requests in get quotes functionality of Financial Modeling Prep service ( #4569 )
* Parallelize asset profile requests
* Update changelog
9 months ago
Thomas Kaul
b6f87e46a7
Bugfix/fix asset class parsing in Financial Modeling Prep service for exchange rates ( #4559 )
* Fix the asset class parsing
* Update changelog
9 months ago
Thomas Kaul
f29f201a4f
Bugfix/add missing isActive flag in asset profile of custom currency ( #4557 )
* Add missing isActive flag
* Update changelog
9 months ago
Thomas Kaul
db38806812
Feature/refresh cryptocurrencies list 20250417 ( #4548 )
* Update cryptocurrencies.json
* Update changelog
9 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>
9 months ago
Thomas Kaul
07ad7f2817
Bugfix/fix upgrade vs. renew subscription button labels ( #4549 )
* Fix upgrade vs. renew subscription button labels
9 months ago
Thomas Kaul
d23dfadbd0
Bugfix/fix active subscription in user table of admin control ( #4544 )
* Fix active subscription
* Update changelog
9 months ago
Thomas Kaul
94e53c7d4a
Feature/move subscription offer from info to user service ( #4533 )
* Move subscription offer from info to user service
* Update changelog
9 months ago
Thomas Kaul
6122da3f14
Feature/optimize get range query in market data service ( #4527 )
* Optimize query in getRange()
* Update changelog
9 months ago
csehatt741
42734dff75
Feature/deactivate asset profile on delisting (Yahoo Finance) ( #4524 )
* Deactivate asset profile on delisting (Yahoo Finance)
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
9 months ago
Thomas Kaul
d1a4cb5037
Feature/improve financial modeling prep service ( #4528 )
* Improve service
* Set maximum number of symbols per request
* Migrate getQuotes to stable API version
* Update changelog
9 months ago
csehatt741
0f557f431e
Feature/add status column to market data table in admin control panel ( #4520 )
* Add status column to market data table in admin control panel
* Update changelog
10 months ago
Tobias Kugel
57748a18ef
Feature/add data gathering toggle to asset profile details dialog ( #4497 )
* Add data gathering toggle to asset profile details dialog
* Update changelog
10 months ago
Marcin Szymański
5754f01819
Feature/improve check for duplicates in preview step of activities import (comments) ( #4498 )
* Improve check for duplicates in preview step of activities import (comments)
* Update changelog
10 months ago
Daniel Devaud
6573126116
Fix tests
10 months ago
Daniel Devaud
d1d5b16d16
Fix Tests
10 months ago
Dan
ad1744a14a
Resolve Merge Issues
10 months ago
Tobias Kugel
91394160b9
Feature/Allow to edit identifier in asset profile dialog ( #4469 )
* Allow to edit identifier in asset profile dialog
* Update changelog
10 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>
10 months ago
Thomas Kaul
31be526c11
Feature/restrict historical market data gathering to active asset profiles ( #4483 )
* Restrict historical market data gathering to active asset profiles
* Update changelog
10 months ago
Thomas Kaul
f08ed2dc68
Feature/add isActive flag to asset profile model ( #4479 )
* Add isActive to SymbolProfile model
* Update changelog
10 months ago
Thomas Kaul
c467c946d4
Bugfix/fix symbol validation in Yahoo Finance service ( #4472 )
* Fix symbol validation
* Add test cases
10 months ago
Thomas Kaul
a6952a0e37
Feature/extend get data sources in data provider service ( #4473 )
* Extend data sources
10 months ago
csehatt741
4842c347a9
Feature/generate new security token for user via admin control panel ( #4458 )
* Generate new security token for user via admin control panel
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 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
10 months ago
Ronnie Alsop
a9c3224856
Feature/add endpoint to localize site.webmanifest ( #4450 )
* Add endpoint to localize site.webmanifest
* Refactor rootUrl
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
csehatt741
198f73db00
Feature/improve export by applying filters on accounts and tags ( #4425 )
* Improve export by applying filters on accounts and tags
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
Thomas Kaul
d8b305a343
Feature/add Storybook to sitemap.xml ( #4452 )
* Add Storybook
* Update changelog
10 months ago
Szymon Łągiewka
795e4582a8
Feature/replace lodash.uniq with Array.from + Set ( #4387 )
* Replace lodash.uniq with Array.from + Set
* Update chagnelog
10 months ago
csehatt741
efc0b1bf5a
Feature/support filters in AI prompt API ( #4431 )
* Support filters in AI prompt API
* Update changelog
10 months ago
Thomas Kaul
4db8c007f0
Bugfix/fix activities import with account balances ( #4446 )
* Fix import with account balances
* Update changelog
10 months ago
Thomas Kaul
6036547cf5
Feature/refactor portfolio calculator factory ( #4454 )
* Refactor portfolio calculator factory
10 months ago
Thomas Kaul
f17a95eb48
Feature/refresh cryptocurrencies list 20250316 ( #4449 )
* Update cryptocurrencies.json
* Update changelog
10 months ago