Thomas Kaul
3646fb7f77
Feature/refactor portfolio holding response ( #4649 )
* Refactor portfolio holding response
* maxPrice -> marketPriceMax
* minPrice -> marketPriceMin
* orders -> activities
6 months ago
Thomas Kaul
1bced96460
Feature/deprecate portfolio position endpoints ( #4648 )
* Deprecate api/v1/portfolio/position endpoints
* Update changelog
6 months ago
Thomas Kaul
3e963228d6
Feature/refactor accounts response interface ( #4644 )
* Refactor accounts response interface
6 months ago
Kenrick Tandrian
73f009e43b
Feature/extend GUI to delete watchlist item ( #4624 )
* Extend GUI to delete watchlist item
* Update changelog
6 months ago
Kenrick Tandrian
c671ea4022
Feature/add frontend for watchlist ( #4604 )
* Add frontend for watchlist
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
6 months ago
csehatt741
4842c347a9
Feature/generate new security token for user via admin control panel ( #4458 )
* Generate new security token for user via admin control panel
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
7 months ago
Sayed Murtadha Ahmed
6c624fefc9
Feature/eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component ( #4462 )
* Eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component
* Update changelog
7 months ago
csehatt741
efc0b1bf5a
Feature/support filters in AI prompt API ( #4431 )
* Support filters in AI prompt API
* Update changelog
7 months ago
Chang-Yen Tseng
235db72ade
Bugfix/change client-side dates to be sent in UTC format ( #4402 )
* Change client-side dates to be sent in UTC format
* Update changelog
7 months ago
csehatt741
589eefaa76
Feature/extend AI prompt API by mode ( #4395 )
* Extend AI prompt API by mode
* Update changelog
8 months ago
Thomas Kaul
e26b015407
Bugfix/cannot register cron jobs ( #4325 )
* Reorganize benchmark modules and move benchmarks endpoint
8 months ago
Thomas Kaul
ab9133fa24
Bugfix/fix gaps in chart of benchmark comparator ( #4311 )
* Fix benchmark interval
* Update changelog
8 months ago
Thomas Kaul
f1ab3ff8e8
Feature/modernize tags endpoint ( #4317 )
* Modernize tags endpoint
* Update changelog
8 months ago
Thomas Kaul
8c7cb78c0b
Feature/add copy AI prompt to clipboard action to analysis page ( #4176 )
* Add copy AI prompt to clipboard action
* Update changelog
10 months ago
Thomas Kaul
c3bd433ac9
Feature/move market data management from admin to dedicated endpoint ( #4125 )
* Move market data management from admin to dedicated endpoint
* Update changelog
10 months ago
Thomas Kaul
291be3e605
Feature/extend X-ray page by summary ( #4107 )
* Add summary to X-ray page
* Update changelog
11 months ago
Thomas Kaul
13582afd93
Feature/Setup API keys for Ghostfolio data provider ( #4093 )
* Setup API keys for Ghostfolio data provider
11 months ago
Amandee Ellawala
6057794eb6
Feature/extend assistant by holding selector ( #4031 )
* Extend assistant by holding selector
* Update changelog
12 months ago
Thomas Kaul
9c27fb70aa
Feature/minor improvements in data provider service ( #4017 )
* Refactoring
12 months ago
Thomas Kaul
93001b68ad
Feature/introduce lookup response interface ( #4019 )
* Introduce lookup response interface
* Refactor lookup item interface
12 months ago
dw-0
6a10b932b0
Feature/Switch consistent-type-assertions eslint rule from warn to error ( #3982 )
* Switch consistent-type-assertions eslint rule from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
1 year ago
dw-0
fc5ed887ff
Feature/Set prefer-const to error in eslint configuration ( #3888 )
* Set prefer-const to error in eslint configuration
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
1 year ago
Thomas Kaul
583c14128b
Feature/extend public api with portfolio performance metrics endpoint ( #3762 )
* Extend Public API with portfolio performance metrics endpoint
* Update changelog
1 year ago
Shaunak Das
323cfbfcaa
Feature/introduce filters in account endpoint ( #3764 )
* Introduce filters in acount endpoint
* Integrate endpoint in holding detail dialog
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
0ef2b82852
Bugfix/fix destructuring in activities filters ( #3756 )
* Provide default value during destructuring
* Update changelog
1 year ago
Shaunak Das
383a02519a
Feature/extend filters of order endpoint ( #3743 )
* Extend filters of order endpoint
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
dc1948016f
Feature/clone or edit activity from holding detail dialog ( #3644 )
* Clone or edit activity from holding detail dialog
* Update changelog
1 year ago
Thomas Kaul
41f5801b5e
Feature/refactor unique asset type to asset profile identifier ( #3636 )
* Refactoring
1 year ago
Thomas Kaul
8f6203d296
Feature/manage tags of holdings ( #3630 )
* Manage tags of holdings
* Update changelog
1 year ago
Thomas Kaul
519827045a
Feature/add dialog for benchmarks in markets overview ( #3493 )
* Add benchmarks dialog in markets overview
* Update changelog
1 year ago
Eduardo Marinho
1a0cb561cd
Feature/add ability to close user account ( #3444 )
* Add ability to close user account
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
e31b4c64cb
Feature/refactor holding detail dialog to standalone ( #3407 )
* Refactor holding detail dialog to standalone
* Update changelog
1 year ago
Fedron
5616bc4956
Feature/validate account balance creation/update using DTO ( #3400 )
* Validate create account balance using DTO
1 year ago
Gerard Du Pre
8319b216bb
Feature/support delete activities with filtering ( #3394 )
* Support delete activities with filtering
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
61f0da35bc
Feature/disable delete all activities if filters are active ( #3389 )
* Disable delete all activities button if filters are active
* Update changelog
1 year ago
Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
1 year ago
Thomas Kaul
f3d961bc16
Feature/move holdings table to holdings tab of home page ( #3368 )
* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
1 year ago
Bastien Jeannelle
dfacbed66d
Feature/add support to create account cash balances ( #3260 )
* Add support to create account cash balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
212aa6a63b
Feature/add date range support to portfolio holdings page ( #3303 )
* Add date range support
* Update changelog
2 years ago
Thomas Kaul
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
2 years ago
Thomas Kaul
719bbe156e
Feature/optimize calculation of allocations by market ( #3249 )
* Optimize calculation of allocations by market
* Update changelog
2 years ago
Thomas Kaul
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
2 years ago
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
7a364472c8
Bugfix/fix liability issue in allocations ( #3133 )
* Remove liabilities from allocations calculation
* Update changelog
2 years ago
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
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
Arshad Jamal
e82dcc8ace
Feature/fix export in lazy-loaded activities table ( #2939 )
* Fix export in lazy-loaded activities table
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
TobiasXy
1b2d2a9860
Feature/Add holdings tab to account detail dialog ( #2853 ) ( #2864 )
* Feature/Add holdings tab to account detail dialog (#2853 )
* Update changelog
2 years ago
Thomas Kaul
b22edff16b
Feature/add support for column sorting to lazy loaded activities table ( #2738 )
* Add support for column sorting
* Update changelog
2 years ago