Thomas Kaul
e2382834c3
Bugfix/add unit price in asset profile currency to redacted values ( #5547 )
* Add unitPriceInAssetProfileCurrency
* Update changelog
1 month ago
Thomas Kaul
2ab37ef7be
Feature/refresh cryptocurrencies list 20250917 ( #5543 )
* Update cryptocurrencies.json
* Update changelog
1 month ago
Thomas Kaul
40f5c93f43
Feature/set up asset profile resolution database table ( #5533 )
* Set up asset profile resolution database table
1 month ago
Thomas Kaul
67da647d53
Feature/upgrade yahoo-finance2 to version 3.10.0 ( #5469 )
* Upgrade yahoo-finance2 to version 3.10.0
* Update changelog
1 month ago
Thomas Kaul
f7f942d08d
Bugfix/fix pagination issue in market data and user endpoint by adding secondary sort criterion ( #5521 )
* Add id as secondary sort criterion to ensure consistent ordering
* Refactoring
* Update changelog
1 month ago
Thomas Kaul
28f28e737f
Task/refactor imports of built-in Node.js core modules ( #5513 )
* Prefix crypto imports
* Prefix fs imports
* Prefix path imports
* Update changelog
1 month ago
Thomas Kaul
7857255ca3
Feature/improve search in Yahoo Finance service ( #5518 )
* Improve search
* Update changelog
1 month ago
Thomas Kaul
2879645dc4
Feature/extend variations of subscription interstitials ( #5486 )
* Extend variations of subscription interstitials
* Update changelog
1 month ago
Thomas Kaul
15033c0f58
Bugfix/handling of zero buying power in static portfolio analysis rules ( #5474 )
* Improve handling of 0 buying power
* Update changelog
1 month ago
Tobias Kugel
cc9346f3de
Task/restructure portfolio report response ( #5454 )
* Restructure portfolio report response
* Update changelog
1 month ago
Sven Günther
e70277c66d
Feature/enable automatic data gathering for custom currencies added via currency management in admin control panel ( #5434 )
* Enable automatic data gathering for custom currencies
* Update changelog
1 month ago
Marcin Szymański
e5baa1acd5
Bugfix/average price calculation for buy and sell activities of short positions ( #5416 )
* Fix average price calculation for buy and sell activities of short positions
* Update changelog
2 months ago
Thomas Kaul
d7bcfe871f
Bugfix/fix number of attempts in queue jobs view of admin control panel ( #5447 )
* Fix number of attempts
* Update changelog
2 months ago
Thomas Kaul
24dde83a30
Feature/add BALN BUY and BUY test ( #5455 )
* Add test
2 months ago
Thomas Kaul
d7f8dee2eb
Feature/upgrade Stripe dependencies 20250829 ( #5429 )
* Upgrade Stripe dependencies
* Update changelog
2 months ago
Thomas Kaul
f3fb123309
Feature/improve various functions of data providers ( #5418 )
* Improve various functions of data providers
* Reuse request timeout
* Handle exception in getQuotes() of FinancialModelingPrepService
* Update changelog
2 months ago
Thomas Kaul
af903321a2
Feature/improve error handling in data providers (part 2) ( #5413 )
* Improve error handling
* Update changelog
2 months ago
Kenrick Tandrian
e6aa580fae
Feature/extend watchlist endpoint by trend50d and trend200d ( #5405 )
* Extend watchlist endpoint by trend50d and trend200d
* Update changelog
2 months ago
Thomas Kaul
b2867b1955
Feature/randomize minutes of hourly data gathering cron job ( #5403 )
* Randomize minutes of hourly data gathering
* Update changelog
2 months ago
Thomas Kaul
dad3c27ad9
Feature/remove DATA_SOURCES_LEGACY ( #5396 )
* Remove DATA_SOURCES_LEGACY
2 months ago
Thomas Kaul
b5649654b2
Feature/add filter by data source for asset profiles in admin control panel ( #5385 )
* Add filter by data source
* Update changelog
2 months ago
Thomas Kaul
b0f770e50a
Feature/improve error handling in data providers ( #5387 )
* Improve error handling
* Update changelog
2 months ago
Thomas Kaul
21d337525d
Feature/extend data providers management by every data provider in use ( #5386 )
* Extend data providers management
* Update changelog
2 months ago
Thomas Kaul
2751dab2ac
Feature/refresh cryptocurrencies list 20250816 ( #5373 )
* Update cryptocurrencies.json
* Update changelog
2 months ago
Thomas Kaul
7d1300bea1
Bugfix/add missing guards in getSettings() of static portfolio analysis rules ( #5368 )
* Add missing guards
2 months ago
Attila Cseh
2b8a7de950
Feature/extend accounts endpoint by allocations ( #5358 )
* Extend accounts endpoint by allocations
* Update changelog
2 months ago
Thomas Kaul
52ea3c5e84
Feature/add buying power to static portfolio analysis rules ( #5365 )
* Add buying power rule
* Update changelog
2 months ago
Attila Cseh
711d716de0
Feature/extend accounts endpoint by dividend and interest ( #5335 )
* Extend accounts endpoint by dividend and interest
* Update changelog
2 months ago
Thomas Kaul
bd9aae6fec
Feature/refactor search query of holdings search ( #5333 )
* Refactor search query
* Update changelog
2 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
2 months ago
Attila Cseh
7613b54514
Feature/extend activities import by tags ( #5287 )
* Extend activities import by tags
* Update changelog
2 months ago
Thomas Kaul
76d053fc85
Feature/optimize performance of sitemap service ( #5309 )
* Optimize performance
* Update changelog
3 months ago
Thomas Kaul
4844a5b1ad
Feature/refactor tag handling for exclude from analysis ( #5306 )
* Refactoring
3 months ago
Thomas Kaul
32e0e60fb2
Feature/refactor export service ( #5276 )
* Refactor export service
3 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
3 months ago
Thomas Kaul
cb30ea2979
Feature/restructure portfolio report response (part 2) ( #5282 )
* Restructure response of portfolio report endpoint
3 months ago
Thomas Kaul
36491b8a60
Feature/refresh cryptocurrencies list 20250728 ( #5270 )
* Update cryptocurrencies.json
* Update changelog
3 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>
3 months ago
Thomas Kaul
4b03d5a926
Feature/restructure portfolio report response ( #5260 )
* Restructure response of portfolio report endpoint
* Update changelog
3 months ago
Attila Cseh
e001997ff8
Bugfix/activities unexpectedly listed in holdings ( #5182 )
* Fix activities of type FEE, INTEREST and LIABILITY unexpectedly listed in holdings
* Update changelog
3 months ago
Attila Cseh
3b92558e03
Feature/extend activities import by custom asset profiles ( #5243 )
* Extend activities import by custom asset profiles
* Update changelog
3 months ago
Thomas Kaul
c8c5842cec
Feature/migrate various requests to its stable API version in Financial Modeling Prep service ( #5253 )
* Migrate to stable API version
* Update changelog
3 months ago
Thomas Kaul
51f067e454
Bugfix/fix issue with currency detection in Yahoo Finance service ( #5250 )
* Improve currency detection
* Extend tests
* Update changelog
3 months ago
Attila Cseh
bb216e29ce
Feature/upgrade to Nx 21.2 ( #5221 )
* Upgrade to Nx 21.2
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
3 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
3 months ago
Thomas Kaul
a2d5264e5f
Bugfix/fix account cluster risk rules for no accounts ( #5202 )
* Handle no accounts
* Update changelog
3 months ago
Attila Cseh
806df6c0c5
Feature/extend export by custom asset profiles ( #5165 )
* Extend export by custom asset profiles
* Update changelog
3 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
3 months ago
Thomas Kaul
f861522762
Bugfix/fix clone functionality for custom asset profile activities ( #5176 )
* Fix clone functionality for custom asset profile activities
* Update changelog
3 months ago
Thomas Kaul
e3546a53a5
Feature/skip errors for custom asset profiles in portfolio snapshot calculation ( #5175 )
* Skip errors for custom asset profiles
* Update changelog
3 months ago