Tree: 252fb3fe11

feature/change-performance-calculation-to-average-investment

feature/daily-exchange-rate

main

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Commit Graph

1106 Commits (252fb3fe11465476b6a3c3a3e05aa4903db7f465)

Author	SHA1	Message	Date
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	65e151151b	Feature/increase fear and greed index to 90 days (#652) * Increase fear and greed index to 90 days * Update changelog	3 years ago
Thomas Kaul	5d3bbb8f30	Feature/improve annualized performance (#651) * Improve annualized performance calculation * Update changelog	3 years ago
Thomas Kaul	bcb7f5f522	Feature/add feature toggle for new calculation engine (#649) * Add feature toggle for new calculation engine * Update changelog	3 years ago
gizmodus	f15b33e950	Portfolio calculator rework (#632) * Portfolio calculator rework Co-authored-by: Reto Kaul <retokaul@sublimd.com>	3 years ago
Thomas Kaul	9c086edffe	Feature/extend historical data view in admin control (#646) * Extend market data view * 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	38f2930ec6	Feature/improve data provider service (#637) * Improve data provider service * Update changelog	3 years ago
Thomas Kaul	556be61fff	Bugfix/fix unresolved account names in reports (#636) * Fix unresolved account names * Update changelog	3 years ago
Thomas Kaul	0a8d159f78	Bugfix/fix missing symbol profile data connection in import (#630) * Fix missing symbol profile data connection in import * Update changelog	3 years ago
Thomas Kaul	1a4109ebaa	Bugfix/fix fallback to load currencies directly from data provider (#629) * Fix fallback * Update changelog	3 years ago
Thomas Kaul	7df53896f3	Feature/start eliminating data source from order (#622) * Start eliminating dataSource from order * 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	075431d868	Feature/add google sheets as data source (#620) * Add google sheets as data source * Update changelog	3 years ago
Thomas Kaul	07de8f87fc	Set market prices explicitly (#618) * Set market prices explicitly * Set comments explicitly	3 years ago
Thomas Kaul	9ac67b0af2	Feature/expose profile data gathering by symbol endpoint (#611) * Expose profile data gathering by symbol endpoint * Update changelog	3 years ago
Thomas Kaul	1e526852a7	Bugfix/fix mapping for russia in trackinsight data enhancer (#610) * Fix mapping for Russia * 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	029b7bed9a	Bugfix/improve error handling in position api endpoint (#607) * Add guards * Update changelog	3 years ago
Thomas Kaul	cebf879d67	Feature/refactor demo user (#604) * Refactor demo user id * Update changelog	3 years ago
Thomas Kaul	d69a69ce18	Bugfix/fix exception with market state (#602) * Fix exception with market state * Update changelog	3 years ago
Thomas Kaul	6dcd801d05	Feature/extend statistics section with users in slack community (#596) * Extend statistics with users in Slack community * Update changelog	3 years ago
Thomas Kaul	438484879d	Bugfix/fix creation of historical data (#594) * Fix creation of historical data (upsert instead of update) * 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	db1d474ddf	Feature/more discreet data provider warning (#589) * Upgrade http-status-codes to version 2.2.0 * Make the data provider warning more discreet * Update changelog	3 years ago
Thomas Kaul	9d3610331a	Add guard (#582)	3 years ago
Thomas Kaul	0043b44670	Feature/improve data gathering for currencies (#581) * Improve data gathering for currencies, add warning if it fails * Update changelog	3 years ago
Thomas Kaul	bbc4e64cb4	Bugfix/filter currencies with null value (#579) * Filter currencies with null value * Update changelog	3 years ago
Thomas Kaul	8f583709ef	Feature/add support for cosmos and polkadot (#577) * Add support for cryptocurrencies ATOM and DOT * Update changelog	3 years ago
Thomas Kaul	4c30212a72	Feature/improve data gathering (#576) * Eliminate benchmarks to gather * Optimize 7d data gathering * Update changelog	3 years ago
Thomas Kaul	3b9a8fabb5	Clean up (#574)	3 years ago
Valentin Zickner	5d39b267ab	write portfolio calculator test case for symbol BALN.SW (refs #554) (#572)	3 years ago
Thomas Kaul	ffaaa14dba	Feature/increase fear and greed index to 30 days (#571) * Increase Fear & Greed index to 30 days * Update changelog	3 years ago
Thomas Kaul	9f545e3e2b	Feature/add cryptocurrency solana (#563) * Add support for Solana and clean up symbol conversion (SOL1USD) * Update changelog	3 years ago
Thomas Kaul	1602f976f0	Feature/convert errors to warnings in portfolio calculator (#562) * Convert errors to warnings * Update changelog	3 years ago
Thomas Kaul	e78755c280	Replace OrderType with Type (prisma) (#560)	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	e518bc3779	Feature/clean up all time high and low from performance endpoint (#551) * Remove isAllTimeHigh / isAllTimeLow * Update changelog	3 years ago
Thomas Kaul	eff807dd9a	Add tests for yahoo Finance symbol conversion (#550) * Add tests for yahoo Finance symbol conversion * Refactoring	3 years ago
Thomas Kaul	155bf67f60	Bugfix/fix symbol conversion from yahoo finance with hyphen (#549) * Fix symbol conversion from Yahoo Finance * Update changelog	3 years ago
Rafael Augusto de Oliveira	7439c1bf54	fix(custom-cryptocurrencies): add uniswap (uni3) (#541)	3 years ago
Thomas Kaul	e255b76053	Feature/check currency in import validation (#538) * Check currency in import validation (avoid importing transactions in wrong currency) * Update changelog	3 years ago
Thomas Kaul	ed7209fb53	Feature/remove transactions import limit (#536) * Remove default transactions import limit * Update changelog	3 years ago
Thomas Kaul	11076592d1	Do not log coupon code (#533)	3 years ago
Thomas Kaul	ebee851b23	Feature/support data gathering by symbol and date (#532) * Support data gathering by symbol and date * Update changelog	3 years ago
Thomas Kaul	78e0fdb0ca	Add coupon system (#529) * Add coupon system * 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	069660afe4	Feature/increase fear and greed index to 10 days (#525) * Increase to 10 days * Update changelog	3 years ago