Thomas Kaul
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41f5801b5e
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Feature/refactor unique asset type to asset profile identifier (#3636)
* Refactoring
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9 months ago |
Thomas Kaul
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1c9805bb96
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Feature/improve allocations by etf holding for impersonation mode (#3534)
* Improve allocations by ETF holding for impersonation mode
* Update changelog
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10 months ago |
Thomas Kaul
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23e4d5454d
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Feature/improve allocations by etf holding (#3467)
* Improve allocations by ETF holding
* Update changelog
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10 months ago |
Thomas Kaul
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8a9ae9bb33
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Feature/allocations by etf holding (#3464)
* Setup allocations by ETF holding
* Update changelog
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10 months ago |
Thomas Kaul
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72e75208df
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Bugfix/fix position detail dialog close functionality (#3396)
* Handle holding detail dialog open functionality in a single place (AppComponent)
* Update changelog
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11 months ago |
Thomas Kaul
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f3d961bc16
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Feature/move holdings table to holdings tab of home page (#3368)
* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
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12 months ago |
Thomas Kaul
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cdbe6eedeb
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Feature/change cash to liquidity in asset class enum (#3321)
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
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12 months ago |
Thomas Kaul
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719bbe156e
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Feature/optimize calculation of allocations by market (#3249)
* Optimize calculation of allocations by market
* Update changelog
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1 year ago |
Thomas Kaul
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eb75be8535
|
Optimize details endpoint (#3123)
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
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1 year ago |
Thomas Kaul
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e921ed7f52
|
Reorder imports (#2988)
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1 year ago |
Thomas Kaul
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9fe90273c7
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Feature/move assistant to general availability (#2977)
* Move assistant from experimental to general availability
* Update changelog
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1 year ago |
Thomas Kaul
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be93ca8968
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Feature/migrate allocations page to work with filters of assistant (#2933)
* Migrate portfolio allocations to work with filters of assistant
* Update changelog
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1 year ago |
TobiasXy
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1b2d2a9860
|
Feature/Add holdings tab to account detail dialog (#2853) (#2864)
* Feature/Add holdings tab to account detail dialog (#2853)
* Update changelog
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1 year ago |
Thomas Kaul
|
6f6ff94979
|
Improve sidebar (#2343)
* Improve sidebar
* Improve style of system message
* Update changelog
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2 years ago |
Thomas Kaul
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ab691bb27a
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Feature/remove account type from user interface (#2335)
* Remove account type from user interface and set it optional
* Update changelog
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2 years ago |
Thomas Kaul
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0fd3db3228
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Bugfix/fix cash position rows in holdings table (#2237)
* Fix cash position rows
* Update changelog
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2 years ago |
Thomas Kaul
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d4fea075af
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Feature/include unavailable data in allocations by market chart (#2190)
* Include unavailable data in allocations by market chart
* Update changelog
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2 years ago |
Thomas Kaul
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622bb8b0cf
|
Feature/add allocations by market chart (#2171)
* Add allocations by (advanced) market
* Fix public page
* Update changelog
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2 years ago |
Thomas Kaul
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ea101dd3bd
|
Refactor value to valueInBaseCurrency (#2167)
* Revert value to valueInBaseCurrency refactoring
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2 years ago |
Thomas Kaul
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455a2d2e92
|
Refactor value to valueInBaseCurrency (#2160)
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2 years ago |
Thomas Kaul
|
92382e0b4d
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Feature/improve loading state during filtering on allocations page (#2141)
* Improve loading state
* Update changelog
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2 years ago |
Thomas Kaul
|
15c96a9757
|
Feature/add allocations by platform chart (#1915)
* Add allocations by platform
* Update changelog
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2 years ago |
Thomas Kaul
|
1ca3792a4b
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Feature/clean up initial values from x ray (#1914)
* Clean up initial (original) values from X-Ray
* Refactor current to valueInBaseCurrency
* Update changelog
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2 years ago |
Thomas Kaul
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9be457943c
|
Feature/introduce allocations by etf provider (#1870)
* Introduce allocations by etf provider
* Update changelog
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2 years ago |
Thomas Kaul
|
e92730879e
|
Feature/migrate dialog components to angular material 15 (#1844)
* Migrate MatDialog
* Update changelog
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2 years ago |
Thomas Kaul
|
7b39b32293
|
Feature/improve allocations page (#1813)
* Improve loading state
* Update changelog
|
2 years ago |
Thomas Kaul
|
b6a7804a26
|
Refactoring (#1784)
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2 years ago |
Thomas Kaul
|
0000317041
|
Upgrade Nx and Angular (#1646)
* Upgrade Nx and Angular
* Update changelog
* Feature/eliminate angular material css vars (#1648)
* Eliminate angular-material-css-vars
* Update changelog
|
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
|
efba7429c1
|
Bugfix/fix click of unknown accounts (#1629)
* Check for unknown key
* Update changelog
|
2 years ago |
Thomas Kaul
|
271001f523
|
Feature/remove toggle on allocations page (#1620)
* Rename allocationCurrent, remove allocationInvestment
* Update changelog
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2 years ago |
Thomas Kaul
|
0878941c4f
|
Feature/support translated tags (#1600)
* Support translated tags
* Update changelog
|
2 years ago |
Thomas Kaul
|
90a7a84ac5
|
Feature/add global heat map to landing page (#1584)
* Add global heat map
* Update changelog
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2 years ago |
Thomas Kaul
|
e8a4a53c9f
|
Feature/support position detail dialog in top performers of analysis page (#1522)
* Add support for position detail dialog
* Update changelog
|
2 years ago |
Thomas Kaul
|
64a7d38ff9
|
Add more translations (#1394)
|
3 years ago |
Thomas Kaul
|
68d0d39161
|
Feature/translate asset and asset sub classes (#1393)
* Translate asset and asset sub classes
* Update changelog
|
3 years ago |
Thomas Kaul
|
eac52a215b
|
Feature/refactor appearance to color scheme (#1364)
* Refactor appearance to colorScheme
* 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
|
b6f395fd3b
|
Feature/improve i18n (#1183)
* Improve i18n
* 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
|
d130efad47
|
Clean up comments (#1043)
* Clean up comments
|
3 years ago |
Thomas Kaul
|
109f0ebd70
|
Feature/move positions table to holdings section (#1042)
* Move positions table to holdings section
* Update changelog
|
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
|
4a123c38f2
|
Refactor placeholder (#925)
|
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
|
5391b88c42
|
Feature/add report data glitch button (#920)
* Add report data glitch button
* Update changelog
|
3 years ago |
Thomas Kaul
|
c1d460cead
|
Improve filtering (#901)
|
3 years ago |
Thomas Kaul
|
dfa67b275c
|
Feature/improve filtering on allocations page (#900)
* Include cash positions on allocations page (with no filtering)
* 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
|
b6cd007ad4
|
Release/1.143.0 (#871)
* Release 1.143.0
* Improve filtering by tags
|
3 years ago |