ghostfolio

Commit Graph

Author	SHA1	Message	Date
John Costa	3d92e58664	feat(api): add groupBy=year support to portfolio performance endpoint This implements feature request #6221 by adding support for the `groupBy=year` query parameter in the portfolio performance endpoint (GET /api/v2/portfolio/performance). When `groupBy=year` is specified, the chart data is aggregated by year: - Each year is represented by a single data point - The date format is normalized to YYYY-01-01 - The last data point of each year is used as the representative value The implementation follows existing patterns in the codebase (see getDividendsByGroup). Extracted getChartByYear helper function with comprehensive unit tests. Closes #6221	3 weeks ago
Thomas Kaul	418e8bc843	Task/remove deprecated first buy date in portfolio calculator (#6244 ) * Remove deprecated firstBuyDate * Update changelog	2 weeks ago
Thomas Kaul	30be7589b6	Task/refactor getDividends() from async to sync (#6222 ) * Refactor from async to sync	2 weeks ago
Thomas Kaul	71902e39d1	Task/deprecate transactionCount in portfolio calculator and service (#6228 ) * Deprecate transactionCount in favor of activitiesCount * Update changelog	3 weeks ago
Thomas Kaul	18f09e88d9	Task/remove deprecated firstBuyDate from portfolio holding response (#6220 ) * Remove deprecated firstBuyDate * Update changelog	3 weeks ago
Thomas Kaul	4cfb785499	Task/deprecate firstBuyDate in portfolio holding response (#6208 ) * Deprecate firstBuyDate * Update changelog	3 weeks ago
Thomas Kaul	f19e417068	Task/remove deprecated activities from portfolio holding response (#6157 ) * Remove deprecated activities * Update changelog	4 weeks ago
Thomas Kaul	6727fb2b74	Bugfix/total fee calculation related to activities in custom currency (#6191 ) * Fix total fee calculation related to activities in custom currency * Update changelog	4 weeks ago
Thomas Kaul	09e7e6182d	Task/refactor firstOrderDate to dateOfFirstActivity in portfolio service (#6161 ) * Refactor firstOrderDate to dateOfFirstActivity	1 month ago
Kenrick Tandrian	3943ca9f88	Feature/extend holdings endpoint to include performance with currency effects for cash positions (#5650 ) * Extend holdings endpoint to include performance with currency effects for cash positions * Update changelog	1 month ago
Vahant Sharma	e668c6465e	Bugfix/time in market for impersonation mode (#6103 ) * Fix time in market for impersonation mode * Update changelog	1 month ago
Kenrick Tandrian	a57b670d7b	Task/enforce module boundaries for api and common modules (#5925 ) * feat(lint): allow circular self deps * feat(lint): enforce module boundaries * feat(lib): move data provider response interface to common * feat(lib): move symbol item interface to common * feat(lib): move activity interface to common * feat(lint): temporarily disable @nx/enforce-module-boundaries for ui files * feat(lint): temporarily disable @nx/enforce-module-boundaries for client files * feat(lint): ignore circular deps between client and ui * feat(common): implement barrel export for data provider response interface * feat(common): implement barrel export for activity interface * feat(common): implement barrel export for symbol item interface	3 months ago
Thomas Kaul	9f878c42f4	Task/refactor getHolding() in portfolio service (#5898 ) * Refactor getHolding() if no holding has been found * Update changelog	3 months ago
Aman	f940eb6725	Task/refactor PortfolioInvestments interface to PortfolioInvestmentsResponse interface (#5774 ) * Refactor PortfolioInvestments to PortfolioInvestmentsResponse	4 months 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	4 months ago
Dibyendu Sahoo	db2c2426c6	Task/refactor interest to interestInBaseCurrency in portfolio summary interface (#5763 ) * Refactor interest to interestInBaseCurrency	4 months ago
Lagmator22	20da95239e	Task/refactor liabilities to liabilitiesInBaseCurrency in portfolio summary interface (#5725 ) * Refactor liabilities to liabilitiesInBaseCurrency	4 months ago
Tanbir Ali	d2fe16c794	Task/refactor transactionCount to activitiesCount in portfolio holding response (#5709 ) * Refactor transactionCount to activitiesCount in portfolio holding response * Update changelog	4 months 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 months ago
Tobias Kugel	cc9346f3de	Task/restructure portfolio report response (#5454 ) * Restructure portfolio report response * Update changelog	5 months ago
Attila Cseh	2b8a7de950	Feature/extend accounts endpoint by allocations (#5358 ) * Extend accounts endpoint by allocations * Update changelog	6 months ago
Thomas Kaul	52ea3c5e84	Feature/add buying power to static portfolio analysis rules (#5365 ) * Add buying power rule * Update changelog	6 months ago
Attila Cseh	711d716de0	Feature/extend accounts endpoint by dividend and interest (#5335 ) * Extend accounts endpoint by dividend and interest * Update changelog	6 months ago
Thomas Kaul	bd9aae6fec	Feature/refactor search query of holdings search (#5333 ) * Refactor search query * Update changelog	6 months ago
Attila Cseh	6de3db08ca	Feature/extend GET all accounts endpoint by search query filter (#5329 ) * Extend GET all accounts endpoint by search query filter * Update changelog	6 months ago
Thomas Kaul	7a5927592d	Feature/add support to exclude activity from analysis via tag (#5297 ) * Add support to exclude activity from analysis via tag * Update changelog	6 months ago
Thomas Kaul	cb30ea2979	Feature/restructure portfolio report response (part 2) (#5282 ) * Restructure response of portfolio report endpoint	7 months ago
Joseph Bao	adc00694cf	Feature/add allocations percentage to accounts table component (#4720 ) * Add allocations percentage to accounts table component * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	7 months ago
Thomas Kaul	4b03d5a926	Feature/restructure portfolio report response (#5260 ) * Restructure response of portfolio report endpoint * Update changelog	7 months ago
rohit	7c4cf2ca0c	Feature/set up language localization for Regional Market Cluster Risks (#5145 ) * Set up language localization for Regional Market Cluster Risks * Update changelog	7 months ago
Tobias Kugel	44ea3cba8d	Feature/set up localization for static portfolio analysis rules: Economic Market Cluster Risks (#5169 ) * Set up localization for static portfolio analysis rules: Economic Market Cluster Risks * Update changelog	7 months ago
Thomas Kaul	cf8eac3d44	Feature/rename Settings to settings in User database schema (#5100 ) * Rename Settings to settings in User database schema * Update changelog	7 months ago
Thomas Kaul	55e4d2fc7a	Feature/deprecate ITEM activity type in favor of BUY (#5093 ) * Deprecate ITEM activity type in favor of BUY * Update changelog	7 months ago
Thomas Kaul	7a97ec75f4	Feature/refactor portfolio service (#5063 ) * Refactor portfolio service	8 months ago
Kenrick Tandrian	d9fb159c6a	Feature/integrate Fuse.js in GET holdings endpoint (#5062 ) * Integrate Fuse.js in GET holdings endpoint * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	8 months ago
Thomas Kaul	433f1686e3	Feature/rename Account to account in Order database schema (#5052 ) * Rename Account to account in Order database schema * Update changelog	8 months ago
csehatt741	351fd8a1d4	Feature/language localization for static portfolio analysis rule: Currency Cluster Risks (#5038 ) * Language localization for static portfolio analysis rule: Currency Cluster Risks * Update changelog	8 months ago
Tobias Kugel	f0eb0dc7fc	Feature/localize asset class cluster risks (Equity and Fixed Income) (#5033 ) * Localize asset class cluster risks * Update changelog	8 months ago
Tobias Kugel	84c4d79a74	Feature/Set up account cluster risks localization (Current Investment) (#5012 ) * Set up localization * Update changelog	8 months ago
Thomas Kaul	738f7490f6	Feature/rename Platform to platform in Account database schema (#4999 ) * Rename Platform to platform in Account database schema * Update changelog	8 months ago
Tobias Kugel	7a251ef749	Feature/set up language localization for X-ray rule Account Cluster Risks (Single Account) (#4959 ) * Set up language localization * Update changelog	8 months ago
Tobias Kugel	3bcb19af14	Feature/migrate i18n service to injectable service (#4829 ) * Migrate i18n service to injectable service * Update changelog	8 months ago
Thomas Kaul	1dd3857618	Refactor getCashPositions() in portfolio service (#4800 ) * Refactor getCashPositions()	8 months ago
Thomas Kaul	e2ec635bbf	Feature/localize X-ray rule EmergencyFundSetup (#4835 ) * Set up language localization for static portfolio analysis rule: Emergency Fund (Set up) * Update changelog	8 months ago
Tobias Kugel	fde8ff4bb6	Feature/localize X-ray rule FeeRatioInitialInvestment (#4779 ) * Localize X-ray rule FeeRatioInitialInvestment * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	8 months ago
Thomas Kaul	cb7434a8b2	Feature/sync demo account activities based on tags (#4797 ) * Sync demo account activities based on tags * Update changelog	9 months ago
Thomas Kaul	c553fdf6d4	Bugfix/change investment value to take currency effects into account in holding detail dialog (#4789 ) * Change investment value to take currency effects into account * Update changelog	9 months ago
Thomas Kaul	a0f377e8eb	Feature/refactor ordersCount to activityCount (#4688 ) * Refactor ordersCount to activityCount	9 months ago
Kenrick Tandrian	c38dab5ab0	Feature/extend holding endpoint by performances (#4660 ) * Extend holding endpoint by performances * Update changelog	9 months ago
Thomas Kaul	3646fb7f77	Feature/refactor portfolio holding response (#4649 ) * Refactor portfolio holding response * maxPrice -> marketPriceMax * minPrice -> marketPriceMin * orders -> activities	9 months ago

1 2 3 4 5 ...

342 Commits (3d92e58664f72691c5a7f8533a86e1b7078a2ba5)