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
Thomas Kaul	77beaaba08	Refactoring portfolio service (#3365)	5 months ago
Thomas Kaul	0a53df4293	Feature/improve inactive user role (#3360) * Improve inactive role * Update changelog	5 months ago
Thomas Kaul	486de968a2	Bugfix/fix division by zero error in dividend yield calculation (#3354) * Handle division by zero * Update changelog	5 months ago
Thomas Kaul	a5833566a8	Feature/skip caching in portfolio calculator if active filters (#3348) * Skip caching if active filters * Update changelog	5 months ago
Thomas Kaul	4efd5cefd8	Bugfix/calculation of portfolio summary caused by future liabilities (#3342) * Adapt date of future activities * Update changelog	5 months ago
Thomas Kaul	e10707fde4	Add missing guard to fix public page (#3339)	5 months ago
Thomas Kaul	4f41bac328	Feature/set up caching in portfolio calculator (#3335) * Set up caching * Update changelog	5 months ago
Thomas Kaul	cd07802400	Bugfix/fix historical market data gathering for asset profiles with manual data source (#3336) * Fix historical market data gathering for asset profiles with MANUAL data source * Update changelog	5 months ago
Thomas Kaul	b692b7432c	Feature/set up event system for portfolio changes (#3333) * Set up event system for portfolio changes * Update changelog	5 months ago
Thomas Kaul	cdbe6eedeb	Feature/change cash to liquidity in asset class enum (#3321) * Change CASH to LIQUIDITY in asset class enum * Update changelog	6 months ago
Thomas Kaul	39bd4a349b	Feature/improve chart in account detail dialog (#3314) * Improve net worth calculation in portfolio performance chart * Improve account balance management * Update changelog	6 months ago
Thomas Kaul	1132dc9bdd	Feature/add unique constraint to account balance database schema (#3315) * Add accountId and date as unique constraint to AccountBalance schema * Update changelog	6 months ago
Thomas Kaul	b6ea7d23fa	Bugfix/add total value in base currency to redacted values (#3313) * Add totalValueInBaseCurrency * Update changelog	6 months ago
Thomas Kaul	551b83a6e3	Bugfix/fix gaps in portfolio performance charts (#3311) * Fix gaps in charts * Update changelog	6 months ago
Bastien Jeannelle	dfacbed66d	Feature/add support to create account cash balances (#3260) * Add support to create account cash balances * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	6 months ago
Thomas Kaul	22d63c6102	Improve logging (#3304) * Improve logging	6 months ago
Thomas Kaul	212aa6a63b	Feature/add date range support to portfolio holdings page (#3303) * Add date range support * Update changelog	6 months ago
Thomas Kaul	dba73d80a3	Improve logging (#3300)	6 months ago
Thomas Kaul	15857118fe	Feature/let data gathering queue jobs fail by throwing errors (#3281) * Let data gathering queue jobs fail by throwing errors * Update changelog	6 months ago
Thomas Kaul	5d4e2fba8c	Feature/move wealth item and liability calculations to portfolio calculator (#3272) * Move (wealth) item calculations to portfolio calculator * Move liability calculations to portfolio calculator * Update changelog	6 months ago
Thomas Kaul	6c57609db8	Feature/move dividend fee and interest calculation to portfolio calculator (#3267) * Move dividend, feee and interest calculation to portfolio calculator * Update changelog	6 months ago
Thomas Kaul	4e7d93db13	Feature/adapt priorities of data gathering jobs (#3262) * Adapt priorities of data gathering jobs * Update changelog	6 months ago
Thomas Kaul	45340b581f	Bugfix/fix public page by including markets data (#3263) * Include markets data * Update changelog	6 months ago
Thomas Kaul	34d9ceb009	Feature/add support to immediately execute queue job (#3259) * Add support to immediately execute queue job * Update changelog	6 months ago
Thomas Kaul	2b97bbd05d	Move getChart() to portfolio calculator (#3255)	6 months ago
Thomas Kaul	07c0e5a612	Feature/add currency to order database schema (#3251) * Add currency to Order database schema * Update changelog	6 months ago
Thomas Kaul	719bbe156e	Feature/optimize calculation of allocations by market (#3249) * Optimize calculation of allocations by market * Update changelog	6 months ago
Thomas Kaul	b51255a543	Feature/add key to x ray rule (#3248) * Add key * Update changelog	6 months ago
Thomas Kaul	ca2e748c56	Bugfix/add missing tags in portfolio calculator (#3243) * Add missing tags * Update changelog	6 months ago
Thomas Kaul	f1f4f6247d	Feature/validate url in create and update platform dto (#3235) * Validate url * Update changelog	6 months ago
Fedron	82fe1de1a7	Feature/add support to override asset (sub) class and url in admin control panel (#3218) * Add support to override asset (sub) class and url in admin control panel * Update changelog	6 months ago
Arshad Jamal	371c999fbc	Feature/Add dividend yield to position detail dialog (#2636) * Add dividend yield to position detail dialog * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	6 months ago
Thomas Kaul	d7b579e3e8	Feature/refactor getAnnualizedPerformancePercent to portfolio calculator (#3226) * Move getAnnualizedPerformancePercent() to portfolio calculator	6 months ago
Thomas Kaul	b8533050b0	Bugfix/fix duplicated tags in position detail dialog (#3224) * Fix duplicated tags * Update changelog	6 months ago
Francisco Silva	8cd6c34ed8	Feature/introduce portfolio calculator factory (#3214) * Introduce portfolio calculator factory * Update changelog	6 months ago
Thomas Kaul	51203ec96e	Feature/setup chinese (#3220) * Set up chinese * Update changelog	6 months ago
Thomas Kaul	f1eeee0525	Feature/extend date range support by specific years (#3190) * Extend date range support by specific years * Support date range in benchmark endpoint * Support date range in activities endpoint * Update changelog	6 months ago
Thomas Kaul	5ffc39c32f	Feature/improve usability to delete asset profile (#3208) * Disable delete button for benchmarks * Update changelog	6 months ago
Thomas Kaul	63a61fb492	Move portfolio calculator (#3204) * Move portfolio calculator	6 months ago
Thomas Kaul	5788c6474e	Refactor portfolio calculator (#3203) * Refactor portfolio calculator * Consume Activity[] * Change computeTransactionPoints() to private * Eliminate getTransactionPoints() * Update changelog	6 months ago
Thomas Kaul	5529fdc0ee	Move transaction points to constructor (#3202)	6 months ago
Thomas Kaul	88a9b518f6	Bugfix/fix issue with overridden names in activities table (#3200) * Fix issue with overridden names * Update changelog	6 months ago
Fedron	98de2355c4	Feature/Support overriding name of asset profile dialog (#3199) * Support overriding name of asset profile dialog * Update changelog	6 months ago
helgehatt	b41eb60348	Fix chart tooltip of benchmark comparator (#3167) * Fix chart tooltip of benchmark comparator * Update changelog	6 months ago
Christoph Califice	0edebe30e1	Feature/Add user account currency to export (#3194) * Add user account currency to export * Update changelog	6 months ago
Thomas Kaul	50391e199a	Feature/improve generation of random strings (#3196) * Replace Math.random() with crypto.randomBytes() * Update changelog	6 months ago
Thomas Kaul	a33f8d5bed	Upgrade @types/big.js to version 6.2.2 (#3191) * Upgrade @types/big.js to version 6.2.2 * Refactor imports	6 months ago
Thomas Kaul	458ef169f4	Feature/add support for toncoin cryptocurrency (#3189) * Add Toincoin * Update changelog	7 months ago
Thomas Kaul	87bf8df1c3	Bugfix/missing performance chart in presenter view (#3181) * Fix missing performance chart in presenter view * Update changelog	7 months ago
Thomas Kaul	7e28e42995	Feature/exclude fees from holdings (#3160)	7 months ago