vitalymatyushik
31e2346101
Bugfix/market price in base currency during the portfolio snapshot calculation ( #5828 )
* Add fallback for market price in base currency
* Update changelog
7 days ago
Thomas Kaul
e03f58feff
Task/refactor Activities interface to ActivitiesResponse interface ( #5835 )
* Refactor Activities interface to ActivitiesResponse interface
7 days ago
Sven Günther
0ec9c1dd93
Bugfix/custom asset name rendering in import activities dialog ( #5787 )
* Fix custom asset name rendering in import activities dialog
* Update changelog
1 week ago
David Requeno
1f6b061ab0
Task/migrate tablemark to v4 ( #5809 )
* Migrate tablemark to v4
* Update changelog
1 week ago
Vansh
0b28da879b
Task/extend export response by performanceCalculationType ( #5816 )
* Extend export response by performanceCalculationType
* Update changelog
1 week ago
Harsh Santwani
852ed98d0f
Task/move prisma.config.ts to .config/prisma.ts ( #5821 )
* Move prisma.config.ts to .config/prisma.ts
* Update changelog
1 week ago
danielochinasa
37ab31ea72
Task/format value in Buying Power rule ( #5824 )
* Format value in Buying Power rule
* Update changelog
1 week ago
Szymon Łągiewka
2b727f867f
Bugfix/include missing dotenv packages ( #5817 )
* Include missing dotenv packages
1 week ago
Thomas Kaul
f19d9c78aa
Task/clean up unused eslint-disable-next-line directives ( #5782 )
* Clean up unused eslint-disable-next-line directives
1 week ago
Thomas Kaul
edcc140428
Task/introduce interface for create Stripe checkout session response ( #5791 )
* Introduce interface
1 week ago
Szymon Łągiewka
ceace870a8
Task/upgrade ioredis to forfeit overriding defaults ( #5813 )
* Upgrade ioredis to forfeit overriding defaults
* Update changelog
1 week ago
Harsh Santwani
9b51c2da5d
Task/improve typings of getOrderById() functionality ( #5810 )
* Improve typings of getOrderById() functionality
2 weeks ago
Ani07-05
7ee38d0067
Task/refactor Export interface to ExportResponse interface ( #5805 )
* Refactor Export interface to ExportResponse interface
2 weeks ago
Dibyendu Sahoo
b915c9554e
Task/extend rule settings interface by locale ( #5802 )
* Extend rule settings interface by locale
2 weeks ago
Vansh
3b4705405b
Task/improve typings of getAsset() functionality ( #5804 )
* Improve typings of getAsset() functionality
2 weeks ago
Thomas Kaul
be0ddd6298
Task/harmonize interfaces naming ( #5796 )
* Harmonize interfaces naming
2 weeks ago
vitalymatyushik
24234591c9
Task/improve typings of getInfo() functionality ( #5803 )
* Improve typings
2 weeks ago
David Requeno
5bfcceb959
Task/auto-pad holdings table in AI prompt using tablemark ( #5772 )
* Auto-pad holdings table in AI prompt using tablemark
* Update changelog
2 weeks ago
s-vamshi
a65523fd04
Feature/allow data gathering by date range ( #5762 )
* Allow data gathering by date range
* Update changelog
2 weeks ago
Google
71b375ea92
Task/refactor BenchmarkMarketDataDetails to BenchmarkMarketDataDetailsResponse ( #5771 )
* Refactor BenchmarkMarketDataDetails to BenchmarkMarketDataDetailsResponse
2 weeks ago
Aman
f940eb6725
Task/refactor PortfolioInvestments interface to PortfolioInvestmentsResponse interface ( #5774 )
* Refactor PortfolioInvestments to PortfolioInvestmentsResponse
2 weeks 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>
2 weeks ago
Thomas Kaul
04d6d9cfa9
Bugfix/total buy and sell calculation in summary ( #5759 )
* Fix total buy and sell calculation related to activities in custom currency
* Update changelog
2 weeks ago
Umesh Pal
5bcc2e9648
Task/refactor PortfolioDividends interface to PortfolioDividendsResponse interface ( #5773 )
* Refactor PortfolioDividends to PortfolioDividendsResponse
2 weeks ago
Thomas Kaul
103c15ca31
Feature/improve portfolio calculator unit tests by loading currency from user settings ( #5765 )
* Use currency from user settings
* Update changelog
2 weeks ago
Dibyendu Sahoo
db2c2426c6
Task/refactor interest to interestInBaseCurrency in portfolio summary interface ( #5763 )
* Refactor interest to interestInBaseCurrency
2 weeks ago
Thomas Kaul
3034745e7d
Feature/improve currency validation in getAssetProfiles() functionality of data provider service ( #5747 )
* Improve currency validation
* Update changelog
3 weeks ago
Thomas Kaul
058d7caacd
Bugfix/respect includeIndices flag in search functionality of FMP service ( #5746 )
* Respect includeIndices in search()
* Update changelog
3 weeks ago
Thomas Kaul
948df81a0d
Feature/use asset profile resolutions in getQuotes() of FMP service (part 2) ( #5750 )
* Use asset profile resolutions in getQuotes()
3 weeks ago
Thomas Kaul
2ff02a0a9c
Feature/improve currency validation in search functionality of data provider service ( #5745 )
* Improve currency validation
* Update changelog
3 weeks ago
Thomas Kaul
8d6153fa52
Feature/use asset profile resolutions in getQuotes() of FMP service ( #5743 )
* Use asset profile resolutions in getQuotes()
* Update changelog
3 weeks ago
Lagmator22
20da95239e
Task/refactor liabilities to liabilitiesInBaseCurrency in portfolio summary interface ( #5725 )
* Refactor liabilities to liabilitiesInBaseCurrency
3 weeks ago
Szymon Łągiewka
fc4d5774fa
Bugfix/enable IPv6 connectivity for Redis in job queue module ( #5726 )
* Enable IPv6 connectivity for Redis in job queue module
* Update changelog
3 weeks ago
Thomas Kaul
a9f38aaf90
Task/remove deprecated position endpoints from portfolio controller ( #5733 )
* Remove deprecated endpoints
* GET api/v1/portfolio/position/:dataSource/:symbol
* PUT api/v1/portfolio/position/:dataSource/:symbol/tags
* Update changelog
3 weeks ago
Tanbir Ali
d2fe16c794
Task/refactor transactionCount to activitiesCount in portfolio holding response ( #5709 )
* Refactor transactionCount to activitiesCount in portfolio holding response
* Update changelog
3 weeks ago
Sven Günther
c5c1192900
Bugfix/import of custom asset profiles ( #5670 )
* Import of custom asset profiles
* Update changelog
3 weeks ago
Thomas Kaul
948233c651
Task/remove @IsOptional() from dataSource in CreateOrderDto ( #5703 )
* Remove is @IsOptional() from dataSource
3 weeks ago
Thomas Kaul
7642d82318
Bugfix/add missing type of access id in get public portfolio endpoint ( #5690 )
* Add missing type
3 weeks ago
Szymon Łągiewka
7761c764b5
Bugfix/fix server startup message to properly display IPv6 addresses ( #5716 )
* Fix server startup message to properly display IPv6 addresses
* Update changelog
3 weeks ago
Germán Martín
20a756a376
Feature/add support to update granted access ( #5566 )
* Add support to update granted access
* Update changelog
4 weeks ago
Thomas Kaul
180e0f3c81
Feature/add date range query parameter to data gathering endpoint ( #5684 )
* Add date range
* Update changelog
4 weeks ago
Flavien Lankai-Mills
c173998677
Task/refactor fire wealth from number to object in portfolio summary interface ( #5644 )
* Refactor fire wealth from number to object in portfolio summary interface
* Update changelog
4 weeks ago
Thomas Kaul
b61f470854
Bugfix/fix exception in get asset profile functionality of FMP service ( #5663 )
* Add missing guard
* Update changelog
4 weeks ago
Thomas Kaul
e9c42598db
Feature/improve support for mutual funds in FMP service ( #5651 )
* Improve support for mutual funds in getAssetProfile()
* Update changelog
1 month ago
Thomas Kaul
6ff1d65a70
Feature/add safe withdrawal rate to user settings ( #5629 )
* Add safe withdrawal rate to user settings
* Update changelog
1 month ago
Thomas Kaul
a86afee6e6
Task/reuse blog path of public routes in sitemap service ( #5608 )
* Reuse blog path of public routes
1 month ago
Thomas Kaul
90b28ea74f
Feature/add hacktoberfest 2025 blog post ( #5584 )
* Add blog post: Hacktoberfest 2025
* Update changelog
1 month ago
Thomas Kaul
364b2f020e
Feature/remove ITEM as order type enum ( #5583 )
* Remove ITEM from Type enum
* Update changelog
1 month ago
Kenrick Tandrian
ef5661d81c
Bugfix/investment calculation when selling all units of holding ( #5509 )
* Fix investment calculation when selling all units of holding
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 month ago
David Requeno
11c51698d7
Feature/extend public portfolio page with latest activities ( #5538 )
* Extend public portfolio page with latest activities
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 month ago