Thomas Kaul
2e7f46ad78
Feature/allow account for activity of type item ( #1641 )
* Support linking wealth items to account
* Update changelog
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
6cd51fb044
Feature/hide irrelevant errors in client ( #1623 )
* Hide irrelevant errors in client
* 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
a7e513a6d1
Bugfix/fix filtered value for emergency fund ( #1619 )
* Fix filtered value
* Update changelog
2 years ago
Thomas Kaul
a834ef6b4c
Release 1.228.1 ( #1617 )
2 years ago
Thomas Kaul
7fa6eda45d
Feature/remove emergency fund as asset class ( #1615 )
* Remove emergency fund as asset class
* Update changelog
2 years ago
Yash Solanki
bb99141e9c
Fix group by month/year not working for YTD ( #1598 )
* Set time to 00:00:00 when getting current timestamp
* Update changelog
2 years ago
Thomas Kaul
d147c2313f
Feature/support assets in emergency fund ( #1601 )
* Support assets in emergency fund
* Update changelog
2 years ago
Thomas Kaul
a7e5a316be
Bugfix/fix big.js exception in report endpoint ( #1586 )
* Fix exception with missing marketPrice
* Update changelog
2 years ago
Thomas Kaul
a850e8ca22
Import dividend ( #1560 )
* Import dividend
* Update changelog
2 years ago
Yash Solanki
925d38703e
Feature/add group by year option on analysis page ( #1568 )
* Add group by year option
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
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
be14458437
Bugfix/fix division by zero error in cash positions calculation ( #1462 )
* Handle division by zero
* Update changelog
2 years ago
Thomas Kaul
33fd1282e5
Bugfix/fix cash position in user currency ( #1433 )
* Initialize cash positions with user currency
* 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
b1b5689242
Feature/improve performance of chart calculation ( #1271 )
* Improve performance chart calculation
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Improve chart tooltip of benchmark comparator
* Update changelog
Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
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
fc4bb71184
Feature/migrate date range setting to user settings ( #1239 )
* Migrate date range to user settings
* Refactor currency and view mode in the user user settings
* Update changelog
3 years ago
Thomas Kaul
3b2f13850c
Feature/improve chart calculation ( #1226 )
* Improve chart calculation
* Update changelog
3 years ago
Thomas Kaul
35963580bc
Bugfix/improve error handling in portfolio calculations ( #1215 )
* Improve error handling
* Update changelog
3 years ago
Thomas Kaul
0e0592180f
Add current month ( #1067 )
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
c0f19d56ec
Feature/add account detail dialog ( #1047 )
* Add account detail dialog
* 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
cff8acd7b1
Clean up ( #1022 )
3 years ago
Thomas Kaul
aba562cb35
Bugfix/fix error handling for missing market prices ( #1023 )
* Add fallback for missing market price
* Update changelog
3 years ago
Thomas Kaul
2c4c16ec99
Feature/extend markets overview by benchmarks ( #953 )
* Add benchmarks to markets overview
* 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
af0863d193
Bugfix/fix currency conversion in accounts ( #937 )
* Fix currency conversion in accounts
* 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
c1d460cead
Improve filtering ( #901 )
3 years ago
Thomas Kaul
dfa67b275c
Feature/improve filtering on allocations page ( #900 )
* Include cash positions on allocations page (with no filtering)
* Update changelog
3 years ago
Thomas Kaul
ea3a9d3b79
Feature/eliminate circular dependencies in common library ( #896 )
* Eliminate circular dependencies
* 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
b7bbc029ac
Feature/render tags in dialogs ( #864 )
* Render tags
* 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
14773bf1aa
Bugfix/fix duplicate currency conversion in account calculations ( #771 )
* Fix currency conversion (duplicate)
* Update changelog
3 years ago
Thomas Kaul
eb0444603b
Bugfix/fix user currency of public page ( #761 )
* Fix user currency
* Update changelog
3 years ago