Tree: 3b0c022a2d

feature/disable-extended-prisma-client

feature/migrate-from-angular-material-design-2-to-3

feature/optimize-get-range-query-in-market-data-service

feature/rename-subscription-to-subscriptions-in-database-schema

feature/rename-user-to-user-in-subscription-database-schema

feature/update-locales

feature/upgrade-nx-to-version-21.1.2

main

pr/4926

pr/4975

release/2.162.0-beta.0

release/2.162.0-beta.1

release/2.171.0-beta.0

release/2.171.0-beta.1

release/2.177.0-beta.0

release/2.177.0-beta.1

release/2.215.0-beta.0

1.116.0

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2.17.0

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2.172.0

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2.177.0-beta.0

2.177.0-beta.1

2.178.0

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2.18.0

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2.192.0

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2.199.0-beta.0

2.2.0

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2.215.0-beta.1

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V1.49.0

v.1.5.0

v0.85.0

v0.86.1

v0.87.0

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v1.0.0

v1.1.0

v1.10.0

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v1.2.0

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v1.23.1

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v1.3.0

v1.30.0

v1.31.0

v1.31.1

v1.32.0

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v1.34.0

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v1.36.0

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v1.39.0

v1.4.0

v1.40.0

v1.41.0

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v1.45.0

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v1.49.0

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v1.55.0

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v1.58.0

v1.58.1

v1.59.0

v1.6.0

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v1.79.0

v1.8.0

v1.80.0

v1.81.0

v1.82.0

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v1.84.0

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v1.87.0

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v1.89.0

v1.9.0

v1.90.0

v1.91.0

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v1.96.0

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v1.98.0

v1.99.0

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Commit Graph

308 Commits (3b0c022a2dc9af46cda020400c86fe62c7b38e38)

Author	SHA1	Message	Date
Dan	85857aabce	Readd time weighted performance	1 year ago
Dan	6f01885df2	fix	1 year ago
Dan	2cf8dc76a4	Remove dividends from committed funds	1 year ago
Dan	e6c0102139	Fix Tag Handling	1 year ago
Daniel Devaud	7c263a3f9c	Fix instanciation of Portfoliocalculator	1 year ago
Daniel Devaud	316c1fec3c	Further Updates	1 year ago
Thomas Kaul	e23019a115	Feature/improve liabilities in portfolio calculator (#3696) Improve liabilities	1 year ago
gizmodus	f360a12823	Feature/rework portfolio calculator (#3393) * Rework portfolio calculation * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	1 year ago
Thomas Kaul	c34959896c	Feature/improve color assignment with annualized performance in treemap chart (#3657) * Improve color assignment * Update changelog	1 year ago
Thomas Kaul	8f6203d296	Feature/manage tags of holdings (#3630) * Manage tags of holdings * Update changelog	1 year ago
Thomas Kaul	fcc2ab1a48	Feature/change color assignment by annualized performance in treemap chart (#3617) * Change color assignment to annualized performance * Update changelog	1 year ago
Thomas Kaul	1c9805bb96	Feature/improve allocations by etf holding for impersonation mode (#3534) * Improve allocations by ETF holding for impersonation mode * Update changelog	1 year ago
Thomas Kaul	8a9ae9bb33	Feature/allocations by etf holding (#3464) * Setup allocations by ETF holding * Update changelog	1 year ago
Dan	127587878d	Added LogPerformance	2 years ago
Thomas Kaul	e31b4c64cb	Feature/refactor holding detail dialog to standalone (#3407) * Refactor holding detail dialog to standalone * Update changelog	2 years ago
Dan	a539286968	Fix Asset allocation overview	2 years ago
Daniel Devaud	f3cb92a704	Refactor time weighted graph	2 years ago
Dan	97ba28fe1c	Readded TimeWeighted Performance	2 years ago
Dan	3be31da35f	Fix Calculation	2 years ago
Thomas Kaul	f2cb671c7f	Feature/optimize get porfolio details endpoint (#3366) * Eliminate getPerformance() from getSummary() function * Disable cache for getDetails() * Add hint to portfolio summary * Update changelog	2 years ago
Thomas Kaul	77beaaba08	Refactoring portfolio service (#3365)	2 years ago
Thomas Kaul	486de968a2	Bugfix/fix division by zero error in dividend yield calculation (#3354) * Handle division by zero * Update changelog	2 years ago
Thomas Kaul	a5833566a8	Feature/skip caching in portfolio calculator if active filters (#3348) * Skip caching if active filters * Update changelog	2 years ago
Thomas Kaul	e10707fde4	Add missing guard to fix public page (#3339)	2 years ago
Thomas Kaul	4f41bac328	Feature/set up caching in portfolio calculator (#3335) * Set up caching * Update changelog	2 years ago
Thomas Kaul	cdbe6eedeb	Feature/change cash to liquidity in asset class enum (#3321) * Change CASH to LIQUIDITY in asset class enum * Update changelog	2 years ago
Thomas Kaul	39bd4a349b	Feature/improve chart in account detail dialog (#3314) * Improve net worth calculation in portfolio performance chart * Improve account balance management * Update changelog	2 years ago
Thomas Kaul	15857118fe	Feature/let data gathering queue jobs fail by throwing errors (#3281) * Let data gathering queue jobs fail by throwing errors * Update changelog	2 years ago
Daniel Devaud	0245e836e0	Fixes	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	6c57609db8	Feature/move dividend fee and interest calculation to portfolio calculator (#3267) * Move dividend, feee and interest calculation to portfolio calculator * Update changelog	2 years ago
Thomas Kaul	2b97bbd05d	Move getChart() to portfolio calculator (#3255)	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	ca2e748c56	Bugfix/add missing tags in portfolio calculator (#3243) * Add missing tags * Update changelog	2 years ago
Arshad Jamal	371c999fbc	Feature/Add dividend yield to position detail dialog (#2636) * Add dividend yield to position detail dialog * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 years ago
Thomas Kaul	d7b579e3e8	Feature/refactor getAnnualizedPerformancePercent to portfolio calculator (#3226) * Move getAnnualizedPerformancePercent() to portfolio calculator	2 years ago
Thomas Kaul	b8533050b0	Bugfix/fix duplicated tags in position detail dialog (#3224) * Fix duplicated tags * Update changelog	2 years ago
Francisco Silva	8cd6c34ed8	Feature/introduce portfolio calculator factory (#3214) * Introduce portfolio calculator factory * 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
Thomas Kaul	63a61fb492	Move portfolio calculator (#3204) * Move portfolio calculator	2 years ago
Thomas Kaul	5788c6474e	Refactor portfolio calculator (#3203) * Refactor portfolio calculator * Consume Activity[] * Change computeTransactionPoints() to private * Eliminate getTransactionPoints() * Update changelog	2 years ago
Thomas Kaul	5529fdc0ee	Move transaction points to constructor (#3202)	2 years ago
Thomas Kaul	88a9b518f6	Bugfix/fix issue with overridden names in activities table (#3200) * Fix issue with overridden names * Update changelog	2 years ago
helgehatt	b41eb60348	Fix chart tooltip of benchmark comparator (#3167) * Fix chart tooltip of benchmark comparator * Update changelog	2 years ago
Thomas Kaul	a33f8d5bed	Upgrade @types/big.js to version 6.2.2 (#3191) * Upgrade @types/big.js to version 6.2.2 * Refactor imports	2 years ago
Daniel Devaud	d56d6f944f	Fix GroupBy for investment	2 years ago
Thomas Kaul	7e28e42995	Feature/exclude fees from holdings (#3160)	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	bffe6060bd	Pass portfolio calculator to getChart() (#3153)	2 years ago
Thomas Kaul	7a364472c8	Bugfix/fix liability issue in allocations (#3133) * Remove liabilities from allocations calculation * Update changelog	2 years ago