Thomas Kaul
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350f7d47db
|
Clean up
|
2 years ago |
Thomas Kaul
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e80b8669df
|
Refactoring
|
2 years ago |
helgehatt
|
978dc38a5a
|
Implemented tz-indifferent eachDayOfInterval method
|
2 years ago |
helgehatt
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7200c538a0
|
Update benchmark service to use same market dates as portfolio
Refactor based on comments
|
2 years ago |
Thomas Kaul
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a33f8d5bed
|
Upgrade @types/big.js to version 6.2.2 (#3191)
* Upgrade @types/big.js to version 6.2.2
* Refactor imports
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2 years ago |
Thomas Kaul
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841bd5c33f
|
Bugfix/fix dividend accumulation in symbol metrics (#3152)
* Fix total dividend calculation
* Update changelog
|
2 years ago |
gizmodus
|
0bca8897d6
|
Fix average price calculation by only considering BUY transactions (#3125)
* Fix average price calculation by only considering buy transactions
* Update changelog
|
2 years ago |
Thomas Kaul
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b642ce08e5
|
Refactor item type (#3119)
|
2 years ago |
Thomas Kaul
|
bc8d8309d4
|
Improve handling of future liabilities (#3118)
* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
|
2 years ago |
Thomas Kaul
|
07661d9262
|
Feature/integrate dividend into transaction point concept (#3092)
* Integrate dividend into transaction point concept
* Update changelog
|
2 years ago |
Thomas Kaul
|
4ab3f81384
|
Extract getFactor() (#3089)
* Extract getFactor()
* Refactoring
|
2 years ago |
Thomas Kaul
|
5596e5f03b
|
Feature/integrate wealth items into transaction point concept (#3084)
* Integrate (wealth) items into transaction point concept
* Update changelog
|
2 years ago |
Thomas Kaul
|
e921ed7f52
|
Reorder imports (#2988)
|
2 years ago |
Thomas Kaul
|
c9237146e2
|
Feature/add investment value to chart (#2948)
* Add investment value to chart
* Update changelog
|
2 years ago |
Thomas Kaul
|
4434d0315f
|
Remove unused timeline calculation (#2947)
|
2 years ago |
Thomas Kaul
|
6167f105fe
|
Refactoring (#2897)
|
2 years ago |
Thomas Kaul
|
8d5f2fd91d
|
Fix fee conversion (#2896)
* Fix fee conversion
* Update changelog
|
2 years ago |
Thomas Kaul
|
7b45a8b3fc
|
Introduce type (#2885)
|
2 years ago |
Thomas Kaul
|
ba3cf82c6e
|
Feature/increase robustness of exchange rates by always getting quotes (#2875)
* Always get quotes (with fallback to historical data)
* Update changelog
|
2 years ago |
gizmodus
|
be801b481e
|
Feature/Add exchange rate effects to portfolio calculation (#2834)
* Add exchange rate effects to portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
2 years ago |
Thomas Kaul
|
23d323073d
|
Fix performance percentage for 1d (#2814)
* Fix performance percentage for 1d
* Improve response of positions endpoint
* Update changelog
|
2 years ago |
gizmodus
|
b183c45027
|
Time weighted portfolio performance calculation (#2778)
* Implement time weighted portfolio performance calculation
* Update changelog
|
2 years ago |
Thomas Kaul
|
b21884eb66
|
Feature/harmonize logger output (#2321)
* Harmonize logger output
* 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
|
d630fb900d
|
Feature/add investment streaks (#2042)
* Add investment streaks
* Current streak
* Longest streak
* Add unit to value component
* Update changelog
|
3 years ago |
Thomas Kaul
|
aafedd5f75
|
Feature/increase robustness if live data is missing (#1884)
* Continuously persist today's market data
* Add fallback to historical market data if data provider does not provide live data
* Update changelog
|
3 years ago |
Thomas Kaul
|
4c907d56f0
|
Improve message (#1859)
|
3 years ago |
Thomas Kaul
|
0c85380dbf
|
Feature/refactor portfolio calculator (#1803)
* Refactor chart calculation in portfolio calculator
* Update changelog
|
3 years ago |
Thomas Kaul
|
bc6e9a8b68
|
Bugfix/fix total amount calculation in portfolio evolution chart (#1799)
* Fix total amount calculation
* Update changelog
|
3 years ago |
Thomas Kaul
|
897e941e7a
|
Feature/add data provider info to position (#1730)
* Add data provider info
* Update changelog
|
3 years ago |
Thomas Kaul
|
f7597c213d
|
Feature/add dividend and fees to position detail dialog (#1643)
* Add dividend and fees to position detail dialog
* Update changelog
|
3 years ago |
Thomas Kaul
|
6cd51fb044
|
Feature/hide irrelevant errors in client (#1623)
* Hide irrelevant errors in client
* Update changelog
|
3 years ago |
Yash Solanki
|
925d38703e
|
Feature/add group by year option on analysis page (#1568)
* Add group by year option
|
3 years ago |
Thomas Kaul
|
fc1507de4f
|
Clean up (#1423)
|
3 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>
|
3 years ago |
Thomas Kaul
|
5c6cc4fed5
|
Handle division by zero (#1398)
|
3 years ago |
Thomas Kaul
|
048900d01b
|
Bugfix/improve performance calculation for sell activitities (#1388)
* Improve performance calculation for SELL activities
* Update changelog
Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
|
3 years ago |
Thomas Kaul
|
f9e04022f4
|
Remove TWR calculation (#1377)
|
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
|
b018819a1f
|
Bugfix/fix todays performance and chart calculation (#1333)
* Fix today's performance and chart calculation
* 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
|
263f6b32f2
|
Bugfix/fix performance chart calculation (#1267)
* Respect end date in 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>
|
3 years ago |
Thomas Kaul
|
3b2f13850c
|
Feature/improve chart calculation (#1226)
* Improve chart calculation
* Update changelog
|
3 years ago |
Thomas Kaul
|
0cc42ffd7c
|
Add end date parameter (#1224)
* Add end date parameter
|
3 years ago |
Thomas Kaul
|
35963580bc
|
Bugfix/improve error handling in portfolio calculations (#1215)
* Improve error handling
* Update changelog
|
3 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
|
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
|
e63578d8ce
|
Feature/add guards to local comparison (#986)
* Add guards
* Improve labels
|
4 years ago |
Thomas Kaul
|
af0863d193
|
Bugfix/fix currency conversion in accounts (#937)
* Fix currency conversion in accounts
* Update changelog
|
4 years ago |