Thomas Kaul
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377ba75e4c
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Add support to delete a cash balance (#2707)
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1 year ago |
Sanjeev Sharma
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ed4dd79c72
|
Add cash balances table to account detail dialog (#2549)
* Add cash balances table to account detail dialog
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
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1 year ago |
Thomas Kaul
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fa627f686f
|
Bugfix/fix chart for account excluded from analysis (#2534)
* Fix chart for account excluded from analysis
* Update changelog
|
1 year ago |
Aldrin
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0ac97bd112
|
Transfer cash balance between accounts (#2455)
* Transfer cash balance between accounts
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
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2 years ago |
Thomas Kaul
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550e646079
|
Feature/introduce assistant (#2451)
* Introduce assistant
* Update changelog
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2 years ago |
Thomas Kaul
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727340748b
|
Clean up imports (#2411)
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2 years ago |
Manushreshta B L
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90e18338f6
|
Change UX to set an asset profile as a benchmark (#2409)
* Add checkbox functionality to set / unset benchmark
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
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2 years ago |
Thomas Kaul
|
0fd3db3228
|
Bugfix/fix cash position rows in holdings table (#2237)
* Fix cash position rows
* Update changelog
|
2 years ago |
Thomas Kaul
|
cd67ce82fa
|
Feature/rename queries to presets in market data table of admin control (#2165)
* Rename queries to presets
* Update changelog
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2 years ago |
Thomas Kaul
|
455a2d2e92
|
Refactor value to valueInBaseCurrency (#2160)
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2 years ago |
Thomas Kaul
|
68a9a7f6f9
|
Feature/add queries to market data table in admin control (#2153)
* Add queries
* ETF_WITHOUT_COUNTRIES
* ETF_WITHOUT_SECTORS
* Update changelog
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2 years ago |
Thomas Kaul
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0a465f125d
|
Feature/add pagination to market data table in admin control panel (#2108)
* Add pagination
* Update changelog
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2 years ago |
Arghya Ghosh
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6a802a62a0
|
Add ability to search for indices and fix gf-symbol-autocomplete validation (#2094)
* Bugfix/Fix gf-symbol-autocomplete validation
* Feature/Add ability to search for indices
* Update changelog
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2 years ago |
Thomas Kaul
|
215f5eafa6
|
Feature/set asset profile as benchmark (#2002)
* Set asset profile as benchmark
* Update changelog
Co-authored-by: Arghya Ghosh <arghyag5@gmail.com>
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2 years ago |
Francisco Silva
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67e758365f
|
feature: allow to delete all activities of a user (#1880)
* Allow to delete all activities of a user
* Update changelog
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2 years ago |
Thomas Kaul
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b74a042da8
|
Feature/change auth endpoint from get to post (#1823)
* Change auth endpoint from GET to POST
* Login with security token
* Login with Internet Identity
* Update changelog
|
2 years ago |
Thomas Kaul
|
261a0fb0b9
|
Refactor AuthInterceptor (#1764)
* Refactor AuthInterceptor
* Refactor JwtStrategy
|
2 years ago |
Thomas Kaul
|
1b2f8e5586
|
Feature/extend analytics by country (#1661)
* Extend analytics by country
* Fix Upgrade Plan button of subscription interstitial
* Update changelog
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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
|
a850e8ca22
|
Import dividend (#1560)
* Import dividend
* 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
|
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
|
292d345ce0
|
Feature/support manual currency for fee (#1490)
* Support manual currency for fee
* Update changelog
|
2 years ago |
Thomas Kaul
|
b5b7af7741
|
Feature/improve asset profile management (#1485)
* Improve asset profile management (Add note, fix filter)
* Update changelog
|
2 years ago |
Thomas Kaul
|
0d338bb083
|
Bugfix/fix dynamic decimal places for cryptocurrencies in position detail dialog (#1464)
* Fix dynamic decimal places
* Update changelog
|
2 years ago |
Thomas Kaul
|
64a7d38ff9
|
Add more translations (#1394)
|
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
|
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
|
3ad99c9991
|
Add data management (#1230)
* Add data management for benchmarks
|
3 years ago |
Thomas Kaul
|
3b2f13850c
|
Feature/improve chart calculation (#1226)
* Improve chart calculation
* Update changelog
|
3 years ago |
Thomas Kaul
|
539d3ff754
|
Feature/add asset sub class filter (#1188)
* Add asset sub class filter
* Update changelog
|
3 years ago |
Thomas Kaul
|
d887de50d2
|
Feature/setup internet identity (#1080)
* Setup Internet Identity as social login provider
* 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
|
c0f19d56ec
|
Feature/add account detail dialog (#1047)
* Add account detail dialog
* Update changelog
|
3 years ago |
Thomas Kaul
|
df6bb489c2
|
Feature/improve onboarding for ios (#1035)
* Improve onboarding for iOS
* 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
|
ae8a203526
|
Add type (#939)
|
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
|
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
|
6762572658
|
Feature/setup api versioning (#783)
* Setup API versioning
* Update changelog
|
3 years ago |
Thomas Kaul
|
86acbf06f4
|
Feature/add data provider errors to api response (#738)
* Add data provider error details
* Update changelog
|
3 years ago |
Thomas Kaul
|
48b524de5a
|
Feature/add export functionality to position detail dialog (#672)
* Add export functionality to the position detail dialog
* Respect filters in activities export
* Update changelog
|
3 years ago |
Thomas Kaul
|
dc424a86ec
|
Feature/support deleting symbol profile data (#669)
* Add support for deleting symbol profile data
* Update changelog
|
3 years ago |