Thomas Kaul
b6cd007ad4
Release/1.143.0 ( #871 )
* Release 1.143.0
* Improve filtering by tags
3 years ago
Thomas Kaul
b7bbc029ac
Feature/render tags in dialogs ( #864 )
* Render tags
* Update changelog
3 years ago
Thomas Kaul
bad9d17c44
Setup allocations page and endpoint ( #859 )
* Setup tagging system
* Update changelog
3 years ago
Thomas Kaul
beb12637ce
Bugfix/fix total calculation for sell and dividend ( #850 )
* Fix calculation for sell and dividend activities
* Update changelog
3 years ago
Thomas Kaul
20358d9105
Feature/persist savings rate ( #849 )
* Persist savings rate
* Update changelog
3 years ago
Thomas Kaul
056b318d86
Bugfix/fix end date in ics files ( #841 )
* Fix end date
* Update changelog
3 years ago
Thomas Kaul
6e7cf0380b
Feature/export single draft ( #835 )
* Export single draft
* Update changelog
3 years ago
Thomas Kaul
8526b5a027
Feature/export draft activities as ics ( #830 )
* Export draft activities as ICS
* Update changelog
3 years ago
Thomas Kaul
23f2ac472e
Feature/add fire calculator ( #822 )
* Add fire calculator
* Update changelog
3 years ago
Thomas Kaul
3d3a6c1204
Feature/improve fire section ( #813 )
* Improve FIRE section
* Update changelog
3 years ago
Thomas Kaul
957200854c
Feature/improve empty state of proportion chart ( #811 )
* Improve empty state
* Update changelog
3 years ago
Thomas Kaul
2a854e2574
Various improvements ( #807 )
3 years ago
Thomas Kaul
1214127ec0
Feature/rename orders to activities in import and export ( #786 )
* Rename orders to activities
* Update changelog
3 years ago
Thomas Kaul
7f0c98cae6
Feature/setup fire page with 4 percent rule ( #773 )
* Setup page for FIRE
* Update changelog
3 years ago
Thomas Kaul
b4848be914
Feature/add developed vs emerging markets calculation ( #767 )
* Add allocations by market
* Update changelog
3 years ago
Thomas Kaul
c216ab1d76
Eliminate data source from order model ( #730 )
* Eliminate currency, data source and symbol from order model
* Remove prefix for symbols with data source GHOSTFOLIO
* Update changelog
3 years ago
Thomas Kaul
b3e58d182a
Feature/add support for click in portfolio proportion chart ( #729 )
* Add support for click
* Update changelog
3 years ago
Thomas Kaul
46b91d3c3b
Feature/improve portfolio page ( #721 )
* Improve page
* Update changelog
3 years ago
Thomas Kaul
dced06ebb5
Bugfix/improve allocations ( #710 )
* Fix allocations by account for non-unique account names
* Refactor calculations with big.js
* Update changelog
3 years ago
Thomas Kaul
dcc7ef89fe
Release/1.114.1 ( #689 )
* Fix creation of wealth items
* Release 1.114.1
3 years ago
Thomas Kaul
76f70598e2
Feature/add support for wealth items ( #666 )
* Add support for wealth items
* Update changelog
3 years ago
Thomas Kaul
bed3e5aae2
Bugfix/fix horizontal overflow in activities table ( #676 )
* Fix horizontal overflow in tables
* Update changelog
3 years ago
Thomas Kaul
48b524de5a
Feature/add export functionality to position detail dialog ( #672 )
* Add export functionality to the position detail dialog
* Respect filters in activities export
* Update changelog
3 years ago
Thomas Kaul
8bd9330acc
Feature/improve usability of create or edit transaction dialog ( #661 )
* Move the fee to the bottom
* Update changelog
3 years ago
Thomas Kaul
b8ad6d6662
Feature/improve import ( #657 )
* Improve import
* Update changelog
Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>
3 years ago
Ronald Konjer
919b20197f
import csv with account name or id ( #654 )
* import csv with account id
3 years ago
Thomas Kaul
62885ea890
Feature/improve consistent use of symbol with data source ( #656 )
* Improve the consistent use of symbol with dataSource
* Update changelog
3 years ago
Thomas Kaul
585f99e4df
Feature/add summary row to activities table ( #645 )
* Add summary row to activities table
* Update changelog
3 years ago
Thomas Kaul
d3707bbb87
Bugfix/fix preselected default account in create activity dialog ( #624 )
* Fix preselected default account
* Update changelog
3 years ago
Thomas Kaul
b2b3fde80e
Bugfix/support multiple accounts with the same name ( #623 )
* Support multiple accounts with the same name
* Update changelog
3 years ago
Thomas Kaul
69c9e259b1
Bugfix/fix routing of create activity dialog ( #615 )
* Fix routing of create activity dialog
* Update changelog
3 years ago
Thomas Kaul
aca37a27f9
Feature/add top performers to analysis page ( #613 )
* Add Top 3 / Bottom 3 performers
* Update changelog
3 years ago
Thomas Kaul
e54638a684
Feature/improve analysis page ( #609 )
* Improve analysis page (show y-axis, extend chart in relation to days in market)
* Update changelog
3 years ago
Thomas Kaul
124bdc028d
Bugfix/fix reload of position detail dialog ( #603 )
* Fix reload of position detail dialog
* Update changelog
3 years ago
Thomas Kaul
b291d9e031
Feature/refactor transactions to activities table ( #600 )
* Refactor transactions to activities table with attributes and routes
* Update changelog
3 years ago
Thomas Kaul
77065dac50
Feature/add date range selector to holdings tab ( #595 )
* Add date range selector to holdings tab
* Update changelog
3 years ago
Thomas Kaul
9e1a7fc981
Feature/dividend ( #547 )
* Add dividend to order type
* Support dividend in transactions table
* Support dividend in transaction dialog
* Extend import file with dividend
* Add dividend to portfolio summary
* Update changelog
Co-authored-by: Fly Man <fly.man.opensim@gmail.com>
3 years ago
Thomas Kaul
ff638adf03
Feature/add transactions to position detail dialog ( #591 )
* Add transactions to position detail dialog
* Update changelog
3 years ago
Thomas Kaul
ee397c8047
Bugfix/fix file type detection for import ( #587 )
* Fix file type detection ("application/vnd.ms-excel" instead of "text/csv")
* Update changelog
3 years ago
Thomas Kaul
ddce8cc7f9
Feature/support update of historical data ( #557 )
* Support update of historical data
* Update changelog
3 years ago
Thomas Kaul
d09cad4e05
Feature/read only mode ( #520 )
* Setup read only mode and update permissions dynamically
* Update changelog
3 years ago
Thomas Kaul
572bfc59b8
Add guards ( #486 )
3 years ago
Thomas Kaul
bc58ee86ca
Feature/usability improvements in the create or edit transaction dialog ( #483 )
* Usability improvements
* Disable the symbol input in edit mode
* Filter accounts by type (SECURITIES)
* Update changelog
3 years ago
Thomas Kaul
b6902e10ea
Feature/improve import json file validation ( #455 )
* Improve import validation
* Update changelog
4 years ago
Thomas Kaul
54bbc8446b
Feature/prettify scraper symbol in chart ( #448 )
* Prettify scraper symbol in chart
* Update changelog
4 years ago
Thomas Kaul
1397cd62a8
Feature/extend public page ( #445 )
* Extend public page
* Update changelog
4 years ago
Thomas Kaul
1d9a31dbb8
Improve styling ( #423 )
4 years ago
Thomas Kaul
b57301ef50
Feature/extend import validation message ( #421 )
* Extend import validation message
* Update changelog
4 years ago
Thomas Kaul
2e5176bacf
Feature/extend import by csv files ( #419 )
* Support import of csv files
* Update changelog
4 years ago
Thomas Kaul
4ab6a1a071
Feature/harmonize page layouts ( #417 )
* Harmonize page layouts
* Update changelog
4 years ago