Thomas Kaul
c2ab6a6c44
Feature/improve portfolio details endpoint ( #302 )
* Make details endpoint fault tolerant (do not throw error)
* Update changelog
3 years ago
Thomas Kaul
c71a4c078e
Bugfix/convert g bp to gbp in yahoo finance service ( #301 )
* Fix currency inconsistency in the yahoo finance service (GBp to GBP)
* Update changelog
3 years ago
Thomas Kaul
e17b217032
Bugfix/fix issue on buy date in position detail dialog ( #297 )
* Fix issue on buy date
* Update changelog
3 years ago
Thomas Kaul
05b0efef82
Feature/add restricted view ( #295 )
* Add restricted view
* Update changelog
3 years ago
Thomas Kaul
7c91727eb1
Feature/restructure allocations page ( #294 )
* Restructure allocations page
* Update changelog
3 years ago
Thomas Kaul
0ee2258af8
Feature/improve impersonation mode ( #293 )
* Improve the impersonation mode
* Update changelog
3 years ago
Valentin Zickner
308b218487
introduce basic module structure for data provider ( #278 )
* introduce basic module structure for data provider
* introduce DataGatheringModule
* introduce ExchangeRateDataModule
* introduce ImpersonationModule
* move RulesService
* cleanup portfolio module
* Sort imports
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
Thomas
77936e3bf3
Feature/improve users table ( #291 )
* Improve users table
* Engagement / Day
* Registration
* Update changelog
3 years ago
Thomas
13090bf6b5
Feature/add overview menu item on mobile ( #290 )
* Add overview menu item
* Update changelog
3 years ago
Thomas
b898c0678d
Feature/refactor exchange rate service ( #289 )
* Refactor exchange rate service
* Update changelog
3 years ago
Thomas
96a615dc5d
Bugfix/only allow supported currencies in symbol search ( #287 )
* Only allow supported currencies in symbol search
* Update changelog
3 years ago
Thomas
98f44323da
Feature/improve usability of tabs on home page ( #283 )
* Improve usability: lazy load endpoints on tab change
* Feature/improve portfolio summary (#285 )
* Update changelog
3 years ago
Thomas
908aba170d
Fix position chart for missing historical data ( #284 )
* Fix position chart for missing historical data
* Update changelog
3 years ago
Thomas
8ac1272a9d
Feature/eliminate name from scraper config ( #277 )
* Eliminate name from scraper config
* Update changelog
3 years ago
Thomas
0a85a56c67
Respect cash balance in allocations, do not hide cryptocurrency holdings ( #280 )
* Respect cash balance in allocations, do not hide cryptocurrency holdings
* Update changelog
3 years ago
Thomas
4ad5590838
Feature/improve data gathering ( #276 )
* Improve data gathering
* Refactoring
* On server restart, only reset if hanging in LOCKED_DATA_GATHERING state
* Update changelog
3 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
178166d86b
Extend investment chart by three months ( #273 )
4 years ago
Thomas
37358fb480
Bugfix/add fallback if exchange service is not initialized ( #264 )
* Add fallback and log error
* Update changelog
4 years ago
Thomas
616d601cf6
Improve wording ( #275 )
4 years ago
Thomas
e88b889fdd
Feature/optimize accounts table for mobile ( #271 )
* Optimize accounts table
* Update changelog
4 years ago
Thomas
f6cdc4ff47
Feature/disable pagination of tabs ( #272 )
* Disable pagination
* Update changelog
4 years ago
Thomas
3589e72aea
Harmonize prisma service ( #266 )
4 years ago
Thomas
e68aa1fa68
Clean up imports ( #267 )
4 years ago
Thomas
bb76ace95d
Feature/improve support for draft transactions ( #265 )
* Improve support for draft transactions
* 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
Valentin Zickner
dfcf826b4f
implement support for buy-sell(-buy) scenario ( #262 )
Co-authored-by: Valentin Zickner <github@zickner.ch>
4 years ago
Valentin Zickner
218efbb5bd
fix position diagram for sold items ( #261 )
* fix position diagram for sold items
* Add missing data to position from the past
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 years ago
Valentin Zickner
ba3b4564cd
Bugfix/dashboard currencies ( #260 )
* filter list of orders only for relevant orders
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 years ago
Valentin Zickner
bf256ae50c
fix position currency conversion ( #256 )
Co-authored-by: Valentin Zickner <github@zickner.ch>
4 years ago
Thomas
c4b6273886
Clean up viewport scroller ( #255 )
4 years ago
Thomas
7f047362cc
Bugfix/fix division by zero in calculate overall gross performance ( #253 )
* Fix error with division by zero
* Update changelog
4 years ago
Thomas
94d2310217
Bugfix/fix spike of positions with differing currency of user ( #248 )
* Convert market price back to currency of position
* Update changelog
4 years ago
Thomas
b7d950f3f9
Bugfix/fix missing market state in positions ( #250 )
* Fix missing market state in positions
* Update changelog
4 years ago
Thomas
b7943889da
Feature/add screenshot ( #251 )
* Add screenshot
* Update changelog
4 years ago
Thomas
4bd41ffa41
Feature/eliminate name from timeline position ( #245 )
* Eliminate name from timeline position: Get the name from the symbolProfileService instead
* Update changelog
4 years ago
Thomas
423ceec317
Feature/remove symbol icon from dialog header ( #244 )
* Remove symbol icon from dialog header
* Clean up code
4 years ago
Valentin Zickner
5b4a1785ae
fix investment values for portfolio.service.ts ( #243 )
* fix investment values for portfolio.service.ts
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 years ago
Thomas
823501f43e
Sort imports ( #242 )
4 years ago
Valentin Zickner
331ac7ded2
remove unused method in portfolio.service.ts ( #240 )
Co-authored-by: Valentin Zickner <github@zickner.ch>
4 years ago
Valentin Zickner
982ba7377a
remove legacy portfolio.ts
4 years ago
Valentin Zickner
4bbd17a37a
fix tests
4 years ago
Thomas
6a7def6c48
Clean up
4 years ago
Thomas
ea219f0b88
Add guard
4 years ago
Valentin Zickner
23b2e03923
refactor rule evaluation
4 years ago
Valentin Zickner
04e6518226
move report generation to PortfolioService
4 years ago
Valentin Zickner
72dbe00091
change rule service interface
4 years ago
Valentin Zickner
9834c52739
refactor rule settings
4 years ago
Thomas
c47578bd3e
Clean up
4 years ago
Thomas
9e4a49d811
Remove fallback
4 years ago