Thomas Kaul
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
* Extend performance endpoint by net worth per day
* Update changelog
1 year ago
Thomas Kaul
fa627f686f
Bugfix/fix chart for account excluded from analysis ( #2534 )
* Fix chart for account excluded from analysis
* Update changelog
1 year ago
Thomas Kaul
8236091477
Feature/add support for search query in portfolio position endpoint ( #2443 )
* Introduce search query filter
* Update changelog
2 years ago
Thomas Kaul
0f7c6ff0fe
Bugfix/fix asset class of cash position for empty account ( #2378 )
* Fix assetClass and assetSubClass
* Update changelog
2 years ago
Thomas Kaul
bc33e5f147
Feature/remove deprecated environment variable base currency ( #2255 )
* Remove the deprecated environment variable BASE_CURRENCY
* Update changelog
2 years ago
Thomas Kaul
622bb8b0cf
Feature/add allocations by market chart ( #2171 )
* Add allocations by (advanced) market
* Fix public page
* Update changelog
2 years ago
Thomas Kaul
bdf72164b1
Feature/break down emergency fund by cash and assets ( #2159 )
* Break down emergency fund in cash and assets
* Update changelog
2 years ago
Thomas Kaul
455a2d2e92
Refactor value to valueInBaseCurrency ( #2160 )
2 years ago
Thomas Kaul
7931e6950d
Feature/add support for liabilities ( #1789 )
* Add support for liabilities
* Update changelog
2 years ago
Thomas Kaul
d630fb900d
Feature/add investment streaks ( #2042 )
* Add investment streaks
* Current streak
* Longest streak
* Add unit to value component
* Update changelog
2 years ago
Thomas Kaul
15c96a9757
Feature/add allocations by platform chart ( #1915 )
* Add allocations by platform
* Update changelog
2 years ago
Thomas Kaul
1ca3792a4b
Feature/clean up initial values from x ray ( #1914 )
* Clean up initial (original) values from X-Ray
* Refactor current to valueInBaseCurrency
* Update changelog
2 years ago
Thomas Kaul
513a564e2c
Restructure services ( #1891 )
2 years ago
Thomas Kaul
261a0fb0b9
Refactor AuthInterceptor ( #1764 )
* Refactor AuthInterceptor
* Refactor JwtStrategy
2 years ago
Thomas Kaul
6aae0cc1e4
Bugfix/fix issue with value in value redaction interceptor ( #1627 )
* Fix issue with value in value redaction interceptor
* Fix format of world map
* Update changelog
2 years ago
Thomas Kaul
52b3ad6dc3
Feature/refactor value redaction interceptor ( #1624 )
* Reuse redactAttributes()
* Update changelog
2 years ago
Thomas Kaul
271001f523
Feature/remove toggle on allocations page ( #1620 )
* Rename allocationCurrent, remove allocationInvestment
* Update changelog
2 years ago
Thomas Kaul
b20fa55b79
Feature/add filters to analytics page ( #1559 )
* Add filters to analysis page
* Update changelog
2 years ago
Thomas Kaul
66d5793528
Refactoring ( #1545 )
2 years ago
Thomas Kaul
e87b93f19c
Feature/add logo endpoint ( #1506 )
* Add logo endpoint
* Update changelog
2 years ago
Thomas Kaul
49dcade964
Feature/add date of first activity to holdings ( #1505 )
* Add date of first activity
* Update changelog
2 years ago
Thomas Kaul
3a78d6c3f1
Feature/add dividend timeline ( #1498 )
* Add dividend timeline
* Update changelog
Co-Authored-By: João Pereira <joao@jpereira.me>
2 years ago
Thomas Kaul
43426c9b01
Feature/restructure portfolio page ( #1429 )
* Restructure portfolio page
* Update changelog
2 years ago
Thomas Kaul
2a1339b61e
Feature/improve usage of premium indicator component ( #1421 )
* Improve usage of premium indicator component
* Update changelog
2 years ago
Thomas Kaul
4c893c4dcc
Bugfix/fix public page ( #1408 )
* Fix public page
* Update changelog
2 years ago
Thomas Kaul
47f84dab06
Remove postfix ( #1360 )
3 years ago
Thomas Kaul
a65424aafa
Feature/add total amount chart to investment timeline ( #1344 )
* Add total amount chart
* Update changelog
3 years ago
Thomas Kaul
3fc2228f1d
Feature/switch to new performance calculation ( #1336 )
* Switch to new performance calculation
* Update changelog
3 years ago
Thomas Kaul
c2df99072d
Feature/refactor filters ( #1299 )
* Refactor filters
Co-Authored-By: Zakaria YAHI <9142557+ZakYahi@users.noreply.github.com>
3 years ago
Thomas Kaul
f01a3f893d
Exclude accounts ( #1289 )
* Exclude accounts
* Update changelog
3 years ago
Thomas Kaul
7667af059c
Feature/combine performance and chart calculation ( #1285 )
* Combine performance and chart calculation endpoints
* Update changelog
3 years ago
Thomas Kaul
d4c3a9d1e8
Feature/add percentage visualization of the current filter ( #1268 )
* Add percentage visualization of the active filter
* Update changelog
3 years ago
Thomas Kaul
4f8fe83a16
Feature/clean up user database schema ( #1242 )
* Clean up user database schema
* Update changelog
3 years ago
Thomas Kaul
3b2f13850c
Feature/improve chart calculation ( #1226 )
* Improve chart calculation
* Update changelog
3 years ago
Thomas Kaul
0e29278e96
Feature/add alias to access ( #1193 )
* Add alias to access
* Update changelog
3 years ago
Thomas Kaul
60e2aff488
Extend investment timeline by month ( #1066 )
* Extend investment timeline grouped by month
* Update changelog
3 years ago
Thomas Kaul
30835ced88
Bugfix/fix holdings for basic users ( #1064 )
* Fix holdings for basic users
* Update changelog
3 years ago
Thomas Kaul
f7bf6e652b
Feature/add icon and name to positions table ( #1040 )
* Add icon and name
* Update changelog
3 years ago
Thomas Kaul
1ff736537c
Feature/add positions table to public page ( #1037 )
* Add positions table
* Update changelog
3 years ago
Thomas Kaul
3332ade3d3
Feature/filter public endpoint by equity asset class ( #1014 )
* Filter by ASSET_CLASS: EQUITY
* Update changelog
3 years ago
Thomas Kaul
69088b93a6
Feature/add value redaction as interceptor ( #960 )
* Add value redaction as interceptor
* Update changelog
3 years ago
Thomas Kaul
332203b9e2
Feature/add support to set the base currency via env variable ( #948 )
* Set base currency via environment variable
* Update changelog
3 years ago
Thomas Kaul
5cb6e5dec6
Feature/support filtering by asset class on the allocations page ( #926 )
* Support filtering by asset class
* Update changelog
3 years ago
Thomas Kaul
160335302a
Feature/group filters by type ( #922 )
* Add groups to activities filter component
* Update changelog
3 years ago
Thomas Kaul
c1d460cead
Improve filtering ( #901 )
3 years ago
Thomas Kaul
57314d62ee
Feature/improve allocations page with no filter ( #887 )
* Improve accounts for no filters
* Update changelog
3 years ago
Thomas Kaul
16dd8f7652
Feature/refactor filters with interface ( #883 )
* Refactor filtering with an interface
* Filter by accounts
* Update changelog
3 years ago
Thomas Kaul
bad9d17c44
Setup allocations page and endpoint ( #859 )
* Setup tagging system
* Update changelog
3 years ago
Thomas Kaul
67f2b326f3
Switch to new calculation engine ( #814 )
* Switch to new calculation engine
* Clean up old portfolio calculation engine (#815 )
* Rename new portfolio calculation engine (#816 )
* Update changelog
3 years ago
Thomas Kaul
957200854c
Feature/improve empty state of proportion chart ( #811 )
* Improve empty state
* Update changelog
3 years ago