Thomas Kaul
|
ddd20d3099
|
Task/remove redundant balance attribute from account (#7546)
* Remove redundant balance attribute from account
* Update changelog
|
1 day ago |
Thomas Kaul
|
52f8068ab0
|
Task/remove deprecated isExcluded attribute from import test files (#7547)
Remove deprecated attribute
|
3 days ago |
Thomas Kaul
|
61cac99d54
|
Task/improve symbol validation for assets with manual data source (#7467)
* Improve symbol validation for assets with manual data source
* Update changelog
|
4 days ago |
Thomas Kaul
|
8ac551fc44
|
Feature/support account platforms in activities import (#7515)
* Support account platforms in activities import
* Update changelog
|
5 days ago |
Thomas Kaul
|
08c04e69cf
|
Task/exclude scraper configuration and symbol mapping from import and export functionality (#6415)
* Exclude scraper configuration and symbol mapping from import and export
* Update changelog
|
5 months ago |
Neeraj Bachani
|
373a4857ac
|
Bugfix/reset buy tracking variables when position closes (#6298)
* Reset buy tracking variables when position closes
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
6 months ago |
Thomas Kaul
|
e5550a4322
|
Task/extend user settings in test files (#5836)
* Extend user settings by performance calculation type
|
9 months ago |
Thomas Kaul
|
46296aad85
|
Bugfix/fix penthouse-apartment.json (#5775)
* Fix penthouse-apartment.json
|
10 months ago |
Sven Günther
|
1daa980824
|
Bugfix/import of activity with MANUAL data source (CSV file) (#5749)
* Fix import of activity with MANUAL data source
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
10 months ago |
Thomas Kaul
|
103c15ca31
|
Feature/improve portfolio calculator unit tests by loading currency from user settings (#5765)
* Use currency from user settings
* Update changelog
|
10 months ago |
Sven Günther
|
c5c1192900
|
Bugfix/import of custom asset profiles (#5670)
* Import of custom asset profiles
* Update changelog
|
10 months ago |
Thomas Kaul
|
364b2f020e
|
Feature/remove ITEM as order type enum (#5583)
* Remove ITEM from Type enum
* Update changelog
|
11 months ago |
Marcin Szymański
|
e5baa1acd5
|
Bugfix/average price calculation for buy and sell activities of short positions (#5416)
* Fix average price calculation for buy and sell activities of short positions
* Update changelog
|
11 months ago |
Thomas Kaul
|
475bebec2e
|
Feature/extend test files by various attributes (#5377)
* Extend test files
|
12 months ago |
Attila Cseh
|
3b92558e03
|
Feature/extend activities import by custom asset profiles (#5243)
* Extend activities import by custom asset profiles
* Update changelog
|
1 year ago |
Thomas Kaul
|
55e4d2fc7a
|
Feature/deprecate ITEM activity type in favor of BUY (#5093)
* Deprecate ITEM activity type in favor of BUY
* Update changelog
|
1 year ago |
Thomas Kaul
|
9f4413b050
|
Feature/add test file with invalid type (#5091)
* Add test file with invalid type
|
1 year ago |
Thomas Kaul
|
1ec81d352b
|
Feature/restructure import test files (#4977)
* Restructure import test files
|
1 year ago |
Alison Hawk
|
31f5c0de88
|
Bugfix/fix import of empty account balances (#4677)
* Fix import of empty account balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
1 year ago |
Thomas Kaul
|
50e7e3d3c7
|
Feature/simplify data source checks in DTOs (#4581)
* Simplify DataSource checks in DTOs
* Add test case
* Update changelog
|
1 year ago |
csehatt741
|
3361666f63
|
Feature/activity in custom currency (#4486)
* Activity in custom currency
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
1 year ago |
Thomas Kaul
|
c467c946d4
|
Bugfix/fix symbol validation in Yahoo Finance service (#4472)
* Fix symbol validation
* Add test cases
|
1 year ago |
Thomas Kaul
|
04d5416c6d
|
Feature/harmonize date formats in import test files (#3910)
* Harmonize date formats
|
2 years ago |
Thomas Kaul
|
6696a4447a
|
Feature/Refactor test ok-novn-buy-and-sell-partially to load json file (#3935)
* Refactor test to load json file
|
2 years ago |
Dhaneshwari Tendle
|
7a11bb93d5
|
Feature/Set up unit test that loads activity from exported json file (#3901)
* Set up unit test that loads activity from exported json file
* Update changelog
|
2 years ago |
Thomas Kaul
|
f08b0b570b
|
Feature/support derived currencies in currency validation (#3529)
* Support derived currencies in currency validation
* Update changelog
|
2 years ago |
Thomas Kaul
|
bf20a5de82
|
Feature/improve date validation in activity endpoints (#3489)
* Improve date validation
* Update changelog
|
2 years ago |
Thomas Kaul
|
fcf0cea982
|
Change BTC to BTCUSD (#2646)
|
3 years ago |
Thomas Kaul
|
1b7e3a1e47
|
Feature/support activities import by isin for yahoo finance (#2597)
* Add support to import activities by isin
* Update changelog
|
3 years ago |
Thomas Kaul
|
3fbc4f500f
|
Add empty columns (#2589)
|
3 years ago |
Thomas Kaul
|
c48f89d117
|
Add empty columns (#2583)
|
3 years ago |
Don L
|
ac0ad48a65
|
Display invalid activity in csv import (#2460)
* Display invalid activity in csv import
* Update changelog
|
3 years ago |
Thomas Kaul
|
827270704a
|
Bugfix/fix import for activities of type fee and interest (#2474)
* Fix import for activities of type fee and interest
* Update changelog
|
3 years ago |
Thomas Kaul
|
08d696ce33
|
Align ok.json with ok.csv (#2439)
|
3 years ago |
Arshad Jamal
|
25112a450b
|
Add support for comment in csv import (#2416)
* Add support for comment in csv import (activities)
* Update changelog
|
3 years ago |
Frane Caleta
|
eb63802d01
|
Feature/extend supported date formats in activities import (#2362)
* Extend supported date formats in activities import
* Update changelog
|
3 years ago |
Thomas Kaul
|
7130ac7565
|
Feature/add support for fees on account level (#1954)
* Add migration
* Add business logic for fees
* Fix export for liabilities
* Update changelog
|
3 years ago |
Thomas Kaul
|
ab691bb27a
|
Feature/remove account type from user interface (#2335)
* Remove account type from user interface and set it optional
* Update changelog
|
3 years ago |
Hugo Persson
|
2d003225bc
|
Allow custom currency in activity import (#2215)
* Allow custom currency in activity import
* Extend import test files
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
|
3 years ago |
Thomas Kaul
|
97bcd8ff49
|
Feature/enforce yyyy instead of yy as date format in activities import (#2036)
* Enforce yyyy (instead of yy)
* Update changelog
|
3 years ago |
Thomas Kaul
|
623a284ba4
|
Feature/add and update historical data in bulk (#1904)
* Upsert historical data in bulk
* Update changelog
|
3 years ago |
Thomas Kaul
|
732b14c6ab
|
Feature/improve activities import for csv files of ibkr (#1824)
* Improve import for csv files by Interactive Brokers
* Update changelog
|
3 years ago |
Thomas Kaul
|
17b8c41673
|
Add test file (#1810)
|
3 years ago |
Jason Feng
|
b58631083b
|
Increase file size limit for imports (#1726)
* Increase file size limit for imports
* Update changelog
|
4 years ago |
Yash Solanki
|
a79f31b006
|
Feature/add accounts import export (#1635)
* Add accounts to activities export
* Add logic for importing accounts
* Update changelog
|
4 years ago |
Thomas Kaul
|
3b6e0b20e2
|
Add test case (#1399)
* Add test case
* Fix calculation for portfolio evolution chart
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
|
4 years ago |
Thomas Kaul
|
e444d717e5
|
Add tests for investments by month (#1089)
* Fix investments by month
* Add tests for investments and investments by month
* Update changelog
|
4 years ago |
Thomas Kaul
|
4dc76817ce
|
Bugfix/fix import validation for numbers equal zero (#875)
* Fix import validation for numbers equal 0
* Update changelog
|
4 years ago |
Thomas Kaul
|
1214127ec0
|
Feature/rename orders to activities in import and export (#786)
* Rename orders to activities
* Update changelog
|
4 years ago |
Thomas Kaul
|
76f70598e2
|
Feature/add support for wealth items (#666)
* Add support for wealth items
* Update changelog
|
5 years ago |