117 Commits (22316b526bcb6e3a5b5b6626197963bc821ef55f)

Author SHA1 Message Date
Thomas Kaul dc1948016f
Feature/clone or edit activity from holding detail dialog (#3644) 1 year ago
Thomas Kaul 41f5801b5e
Feature/refactor unique asset type to asset profile identifier (#3636) 1 year ago
Thomas Kaul 8f6203d296
Feature/manage tags of holdings (#3630) 1 year ago
Thomas Kaul 519827045a
Feature/add dialog for benchmarks in markets overview (#3493) 1 year ago
Eduardo Marinho 1a0cb561cd
Feature/add ability to close user account (#3444) 2 years ago
Thomas Kaul e31b4c64cb
Feature/refactor holding detail dialog to standalone (#3407) 2 years ago
Fedron 5616bc4956
Feature/validate account balance creation/update using DTO (#3400) 2 years ago
Gerard Du Pre 8319b216bb
Feature/support delete activities with filtering (#3394) 2 years ago
Thomas Kaul 61f0da35bc
Feature/disable delete all activities if filters are active (#3389) 2 years ago
Thomas Kaul 4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint (#3373) 2 years ago
Thomas Kaul f3d961bc16
Feature/move holdings table to holdings tab of home page (#3368) 2 years ago
Bastien Jeannelle dfacbed66d
Feature/add support to create account cash balances (#3260) 2 years ago
Thomas Kaul 212aa6a63b
Feature/add date range support to portfolio holdings page (#3303) 2 years ago
Thomas Kaul 5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator (#3272) 2 years ago
Thomas Kaul 719bbe156e
Feature/optimize calculation of allocations by market (#3249) 2 years ago
Thomas Kaul f1eeee0525
Feature/extend date range support by specific years (#3190) 2 years ago
Gerard Du Pre c289793c6d
Feature/switch between active and closed holdings (#3146) 2 years ago
Thomas Kaul 7a364472c8
Bugfix/fix liability issue in allocations (#3133) 2 years ago
Thomas Kaul eb75be8535
Optimize details endpoint (#3123) 2 years ago
Thomas Kaul 5596e5f03b
Feature/integrate wealth items into transaction point concept (#3084) 2 years ago
Thomas Kaul e921ed7f52
Reorder imports (#2988) 2 years ago
Arshad Jamal e82dcc8ace
Feature/fix export in lazy-loaded activities table (#2939) 2 years ago
TobiasXy 1b2d2a9860
Feature/Add holdings tab to account detail dialog (#2853) (#2864) 2 years ago
Thomas Kaul b22edff16b
Feature/add support for column sorting to lazy loaded activities table (#2738) 2 years ago
Thomas Kaul 51a0ede3e4
Feature/introduce lazy loaded activities table (#2729) 2 years ago
Thomas Kaul 377ba75e4c
Add support to delete a cash balance (#2707) 2 years ago
Sanjeev Sharma ed4dd79c72
Add cash balances table to account detail dialog (#2549) 2 years ago
Thomas Kaul fa627f686f
Bugfix/fix chart for account excluded from analysis (#2534) 2 years ago
Aldrin 0ac97bd112
Transfer cash balance between accounts (#2455) 2 years ago
Thomas Kaul 550e646079
Feature/introduce assistant (#2451) 2 years ago
Thomas Kaul 727340748b
Clean up imports (#2411) 2 years ago
Manushreshta B L 90e18338f6
Change UX to set an asset profile as a benchmark (#2409) 2 years ago
Thomas Kaul 0fd3db3228
Bugfix/fix cash position rows in holdings table (#2237) 2 years ago
Thomas Kaul cd67ce82fa
Feature/rename queries to presets in market data table of admin control (#2165) 2 years ago
Thomas Kaul 455a2d2e92
Refactor value to valueInBaseCurrency (#2160) 2 years ago
Thomas Kaul 68a9a7f6f9
Feature/add queries to market data table in admin control (#2153) 2 years ago
Thomas Kaul 0a465f125d
Feature/add pagination to market data table in admin control panel (#2108) 2 years ago
Arghya Ghosh 6a802a62a0
Add ability to search for indices and fix gf-symbol-autocomplete validation (#2094) 2 years ago
Thomas Kaul 215f5eafa6
Feature/set asset profile as benchmark (#2002) 3 years ago
Francisco Silva 67e758365f
feature: allow to delete all activities of a user (#1880) 3 years ago
Thomas Kaul b74a042da8
Feature/change auth endpoint from get to post (#1823) 3 years ago
Thomas Kaul 261a0fb0b9
Refactor AuthInterceptor (#1764) 3 years ago
Thomas Kaul 1b2f8e5586
Feature/extend analytics by country (#1661) 3 years ago
Thomas Kaul 6aae0cc1e4
Bugfix/fix issue with value in value redaction interceptor (#1627) 3 years ago
Thomas Kaul a850e8ca22
Import dividend (#1560) 3 years ago
Thomas Kaul b20fa55b79
Feature/add filters to analytics page (#1559) 3 years ago
Thomas Kaul 49dcade964
Feature/add date of first activity to holdings (#1505) 3 years ago
Thomas Kaul 3a78d6c3f1
Feature/add dividend timeline (#1498) 3 years ago
Thomas Kaul 292d345ce0
Feature/support manual currency for fee (#1490) 3 years ago
Thomas Kaul b5b7af7741
Feature/improve asset profile management (#1485) 3 years ago