Thomas Kaul
|
943ff2f0dc
|
Feature/improve usability of X-ray page by hiding empty rule categories (#4108)
* Hide empty rule categories
* Update changelog
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1 year ago |
Thomas Kaul
|
6ad9661d7f
|
Feature/improve language localization for de 20241214 (#4123)
* Update translations
* Update changelog
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1 year ago |
Thomas Kaul
|
6341a6de6a
|
Feature/refactor X-ray summary (#4116)
* Refactor report statistics
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1 year ago |
Thomas Kaul
|
0841f8bd5b
|
Bugfix/fix exception in portfolio calculator (#4113)
* Fix exception in portfolio calculator
* Update changelog
|
1 year ago |
Thomas Kaul
|
291be3e605
|
Feature/extend X-ray page by summary (#4107)
* Add summary to X-ray page
* Update changelog
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1 year ago |
Thomas Kaul
|
ebef361d63
|
Bugfix/fix exception in portfolio calculator (#4109)
* Fix exception in portfolio calculator
* Update changelog
|
1 year ago |
Amandee Ellawala
|
6057794eb6
|
Feature/extend assistant by holding selector (#4031)
* Extend assistant by holding selector
* Update changelog
|
1 year ago |
Thomas Kaul
|
190bb4b6fb
|
Feature/refactor data gathering items (#4032)
* Refactoring
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1 year ago |
Thomas Kaul
|
5de176a7ef
|
Feature/rename allocation cluster risk x ray rule (#3994)
* Rename Allocation Cluster Risk to Economic Market Cluster Risk
* Update changelog
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1 year ago |
dw-0
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6a10b932b0
|
Feature/Switch consistent-type-assertions eslint rule from warn to error (#3982)
* Switch consistent-type-assertions eslint rule from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
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1 year ago |
Thomas Kaul
|
fccac5640d
|
Bugfix/fix calculation of allocation cluster risk x ray rules (#3988)
* Fix calculation of allocation cluster risk X-ray rules
* Update changelog
|
1 year ago |
Ivan Skvortsov
|
19b8c514f2
|
Feature/Add static portfolio analysis rule for developed Markets (#3975)
* Add static portfolio analysis rule: Allocation Cluster Risk (Developed Markets)
* Update changelog
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1 year ago |
vitalymatyushik
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d325f8bfaf
|
Feature/Add static portfolio analysis rule for emerging Markets (#3949)
* Add static portfolio analysis rule: Allocation Cluster Risk (Emerging Markets)
* Update changelog
|
1 year ago |
Thomas Kaul
|
308d3b64b1
|
Feature/Remove empty constructors (#3958)
* Remove empty constructors
|
1 year ago |
Thomas Kaul
|
ce6f175f9a
|
Bugfix/fix usage of processor portfolio snapshot computation concurrency env variable (#3936)
* Fix usage of PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_CONCURRENCY
* Update changelog
|
1 year ago |
Thomas Kaul
|
6696a4447a
|
Feature/Refactor test ok-novn-buy-and-sell-partially to load json file (#3935)
* Refactor test to load json file
|
1 year ago |
Thomas Kaul
|
f8da265f5f
|
Feature/restructure XRayRulesSettings (#3898)
* Restructure XRayRulesSettings
* Update changelog
|
1 year ago |
Dhaneshwari Tendle
|
7a11bb93d5
|
Feature/Set up unit test that loads activity from exported json file (#3901)
* Set up unit test that loads activity from exported json file
* Update changelog
|
1 year ago |
Thomas Kaul
|
73cd2f9cb7
|
Bugfix/fix exception in portfolio details endpoint (#3896)
* Fix exception caused by markets and marketsAdvanced
* Update changelog
|
1 year ago |
dw-0
|
fc5ed887ff
|
Feature/Set prefer-const to error in eslint configuration (#3888)
* Set prefer-const to error in eslint configuration
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
|
1 year ago |
Thomas Kaul
|
14b88edff6
|
Feature/extend MSFT buy with dividend test (#3891)
* Extend test
|
1 year ago |
Thomas Kaul
|
29d3b762a8
|
Feature/switch typescript-eslint no-unused-vars to error (#3887)
* Switch @typescript-eslint/no-unused-vars to error
|
1 year ago |
Thomas Kaul
|
bce18f7261
|
Feature/reuse advanced markets calculation in portfolio details endpoint (#3884)
|
1 year ago |
Thomas Kaul
|
f48ce4e1ae
|
Feature/reuse markets calculation in portfolio details endpoint (#3883)
* Reuse markets calculation in portfolio details endpoint
* Update changelog
|
1 year ago |
ceroma
|
ecd75b5d8a
|
Feature/optimize portfolio snapshot computation by reusing date intervals (#3855)
* Optimize portfolio snapshot computation by reusing date intervals
* Update changelog
|
1 year ago |
Thomas Kaul
|
f3e2091ff4
|
Feature/refactor markets calculation in details of portfolio service (#3871)
* Refactor markets calculation
|
1 year ago |
Thomas Kaul
|
bcc8cb1e5b
|
Feature/modernize rules implementation (#3869)
* Modernize rules implementation
* Include markets in details
|
1 year ago |
Thomas Kaul
|
413076141c
|
Bugfix/fix calculation of allocations by market (#3853)
* Fix calculation of allocations by market (unknown)
* Update changelog
|
1 year ago |
ceroma
|
2ad91e5796
|
Feature/optimize portfolio calculations with smarter date interval selection (#3829)
* Optimize portfolio calculations with smarter date interval selection
* Update changelog
|
1 year ago |
ceroma
|
33de8a10bb
|
Feature/optimize portfolio calculations with smarter cloning of activities (#3827)
* Optimize portfolio calculations with smarter cloning of activities
* Update changelog
|
1 year ago |
Thomas Kaul
|
bb445ddf2e
|
Feature/improve experimental chart in account detail dialog (#3813)
* Improve chart in account detail dialog
* Update changelog
|
1 year ago |
Thomas Kaul
|
583c14128b
|
Feature/extend public api with portfolio performance metrics endpoint (#3762)
* Extend Public API with portfolio performance metrics endpoint
* Update changelog
|
1 year ago |
Thomas Kaul
|
3de192c65e
|
Feature/expose thresholds in rule settings (#3770)
|
1 year ago |
Thomas Kaul
|
9fb80e5067
|
Feature/remove accounts from holding endpoint (#3765)
* Clean up accounts
|
1 year ago |
Shaunak Das
|
323cfbfcaa
|
Feature/introduce filters in account endpoint (#3764)
* Introduce filters in acount endpoint
* Integrate endpoint in holding detail dialog
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
1 year ago |
Thomas Kaul
|
403ee2741d
|
Feature/set up portfolio snapshot queue (#3725)
* Set up portfolio snapshot queue
* Update changelog
|
1 year ago |
Thomas Kaul
|
df5e2f5f0e
|
Feature/extract common CACHE_TTL as constants (#3722)
Extract CACHE_TTL
* CACHE_TTL_NO_CACHE
* CACHE_TTL_INFINITE
|
1 year ago |
Thomas Kaul
|
c48e4ec4c6
|
Feature/improve usage of portfolio calculator in holding endpoint (#3727)
* Improve usage of portfolio calculator
|
1 year ago |
Thomas Kaul
|
71a568264d
|
Feature/improve portfolio snapshot caching (#3717)
* Improve portfolio snapshot caching
* Update changelog
|
1 year ago |
Thomas Kaul
|
b794c4dcc8
|
Feature/add todo for emergency fund positions value calculation (#3684)
* Add todo
|
1 year ago |
Thomas Kaul
|
c4a28c6bff
|
Feature/set up a performance logging service (#3703)
* Setup performance logging service
* Update changelog
|
1 year ago |
Thomas Kaul
|
d08e8b4fd8
|
Feature/expose max chart items as env variable (#3701)
* Expose MAX_CHART_ITEMS as env variable
* Update changelog
|
1 year ago |
Thomas Kaul
|
e23019a115
|
Feature/improve liabilities in portfolio calculator (#3696)
Improve liabilities
|
1 year ago |
Thomas Kaul
|
a8e0bb5a21
|
Bugfix/fix division by zero in performance calculation (#3695)
* Fix division by zero
* Update changelog
|
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 |
Bastien Jeannelle
|
2b212078b8
|
Feature/add support to deactivate x-ray rules (#3537)
* Add support to deactivate X-ray rules
* Update changelog
|
1 year ago |
Thomas Kaul
|
c34959896c
|
Feature/improve color assignment with annualized performance in treemap chart (#3657)
* Improve color assignment
* Update changelog
|
2 years ago |
Thomas Kaul
|
41f5801b5e
|
Feature/refactor unique asset type to asset profile identifier (#3636)
* Refactoring
|
2 years ago |
Thomas Kaul
|
8f6203d296
|
Feature/manage tags of holdings (#3630)
* Manage tags of holdings
* Update changelog
|
2 years ago |
Thomas Kaul
|
fcc2ab1a48
|
Feature/change color assignment by annualized performance in treemap chart (#3617)
* Change color assignment to annualized performance
* Update changelog
|
2 years ago |