Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
7a364472c8
Bugfix/fix liability issue in allocations ( #3133 )
* Remove liabilities from allocations calculation
* Update changelog
2 years ago
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
2 years ago
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
* Integrate (wealth) items into transaction point concept
* Update changelog
2 years ago
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
2 years ago
Arshad Jamal
e82dcc8ace
Feature/fix export in lazy-loaded activities table ( #2939 )
* Fix export in lazy-loaded activities table
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
TobiasXy
1b2d2a9860
Feature/Add holdings tab to account detail dialog ( #2853 ) ( #2864 )
* Feature/Add holdings tab to account detail dialog (#2853 )
* Update changelog
2 years ago
Thomas Kaul
b22edff16b
Feature/add support for column sorting to lazy loaded activities table ( #2738 )
* Add support for column sorting
* Update changelog
2 years ago
Thomas Kaul
51a0ede3e4
Feature/introduce lazy loaded activities table ( #2729 )
* Introduce lazy-loaded activities table
* Add icon column
* Emit paginator event
* Add pagination logic
* Integrate total items
* Update changelog
2 years ago
Thomas Kaul
377ba75e4c
Add support to delete a cash balance ( #2707 )
2 years ago
Sanjeev Sharma
ed4dd79c72
Add cash balances table to account detail dialog ( #2549 )
* Add cash balances table to account detail dialog
* Update changelog
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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
fa627f686f
Bugfix/fix chart for account excluded from analysis ( #2534 )
* Fix chart for account excluded from analysis
* Update changelog
2 years ago
Aldrin
0ac97bd112
Transfer cash balance between accounts ( #2455 )
* Transfer cash balance between accounts
* Update changelog
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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
550e646079
Feature/introduce assistant ( #2451 )
* Introduce assistant
* Update changelog
2 years ago
Thomas Kaul
727340748b
Clean up imports ( #2411 )
2 years ago
Manushreshta B L
90e18338f6
Change UX to set an asset profile as a benchmark ( #2409 )
* Add checkbox functionality to set / unset benchmark
* Update changelog
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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
0fd3db3228
Bugfix/fix cash position rows in holdings table ( #2237 )
* Fix cash position rows
* Update changelog
2 years ago
Thomas Kaul
cd67ce82fa
Feature/rename queries to presets in market data table of admin control ( #2165 )
* Rename queries to presets
* Update changelog
2 years ago
Thomas Kaul
455a2d2e92
Refactor value to valueInBaseCurrency ( #2160 )
2 years ago
Thomas Kaul
68a9a7f6f9
Feature/add queries to market data table in admin control ( #2153 )
* Add queries
* ETF_WITHOUT_COUNTRIES
* ETF_WITHOUT_SECTORS
* Update changelog
2 years ago
Thomas Kaul
0a465f125d
Feature/add pagination to market data table in admin control panel ( #2108 )
* Add pagination
* Update changelog
2 years ago
Arghya Ghosh
6a802a62a0
Add ability to search for indices and fix gf-symbol-autocomplete validation ( #2094 )
* Bugfix/Fix gf-symbol-autocomplete validation
* Feature/Add ability to search for indices
* Update changelog
3 years ago
Thomas Kaul
215f5eafa6
Feature/set asset profile as benchmark ( #2002 )
* Set asset profile as benchmark
* Update changelog
Co-authored-by: Arghya Ghosh <arghyag5@gmail.com>
3 years ago
Francisco Silva
67e758365f
feature: allow to delete all activities of a user ( #1880 )
* Allow to delete all activities of a user
* Update changelog
3 years ago
Thomas Kaul
b74a042da8
Feature/change auth endpoint from get to post ( #1823 )
* Change auth endpoint from GET to POST
* Login with security token
* Login with Internet Identity
* Update changelog
3 years ago
Thomas Kaul
261a0fb0b9
Refactor AuthInterceptor ( #1764 )
* Refactor AuthInterceptor
* Refactor JwtStrategy
3 years ago
Thomas Kaul
1b2f8e5586
Feature/extend analytics by country ( #1661 )
* Extend analytics by country
* Fix Upgrade Plan button of subscription interstitial
* Update changelog
3 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
3 years ago
Thomas Kaul
a850e8ca22
Import dividend ( #1560 )
* Import dividend
* Update changelog
3 years ago
Thomas Kaul
b20fa55b79
Feature/add filters to analytics page ( #1559 )
* Add filters to analysis page
* Update changelog
3 years ago
Thomas Kaul
49dcade964
Feature/add date of first activity to holdings ( #1505 )
* Add date of first activity
* Update changelog
3 years ago
Thomas Kaul
3a78d6c3f1
Feature/add dividend timeline ( #1498 )
* Add dividend timeline
* Update changelog
Co-Authored-By: João Pereira <joao@jpereira.me>
3 years ago
Thomas Kaul
292d345ce0
Feature/support manual currency for fee ( #1490 )
* Support manual currency for fee
* Update changelog
3 years ago
Thomas Kaul
b5b7af7741
Feature/improve asset profile management ( #1485 )
* Improve asset profile management (Add note, fix filter)
* Update changelog
3 years ago
Thomas Kaul
0d338bb083
Bugfix/fix dynamic decimal places for cryptocurrencies in position detail dialog ( #1464 )
* Fix dynamic decimal places
* Update changelog
3 years ago
Thomas Kaul
64a7d38ff9
Add more translations ( #1394 )
3 years ago
Thomas Kaul
a65424aafa
Feature/add total amount chart to investment timeline ( #1344 )
* Add total amount chart
* Update changelog
3 years ago
Thomas Kaul
3fc2228f1d
Feature/switch to new performance calculation ( #1336 )
* Switch to new performance calculation
* Update changelog
3 years ago
Thomas Kaul
c2df99072d
Feature/refactor filters ( #1299 )
* Refactor filters
Co-Authored-By: Zakaria YAHI <9142557+ZakYahi@users.noreply.github.com>
3 years ago
Thomas Kaul
f01a3f893d
Exclude accounts ( #1289 )
* Exclude accounts
* Update changelog
3 years ago
Thomas Kaul
7667af059c
Feature/combine performance and chart calculation ( #1285 )
* Combine performance and chart calculation endpoints
* Update changelog
3 years ago
Thomas Kaul
fc4bb71184
Feature/migrate date range setting to user settings ( #1239 )
* Migrate date range to user settings
* Refactor currency and view mode in the user user settings
* Update changelog
3 years ago
Thomas Kaul
3ad99c9991
Add data management ( #1230 )
* Add data management for benchmarks
3 years ago
Thomas Kaul
3b2f13850c
Feature/improve chart calculation ( #1226 )
* Improve chart calculation
* 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
d887de50d2
Feature/setup internet identity ( #1080 )
* Setup Internet Identity as social login provider
* Update changelog
3 years ago
Thomas Kaul
60e2aff488
Extend investment timeline by month ( #1066 )
* Extend investment timeline grouped by month
* Update changelog
3 years ago
Thomas Kaul
c0f19d56ec
Feature/add account detail dialog ( #1047 )
* Add account detail dialog
* Update changelog
4 years ago
Thomas Kaul
df6bb489c2
Feature/improve onboarding for ios ( #1035 )
* Improve onboarding for iOS
* Update changelog
4 years ago
Thomas Kaul
2c4c16ec99
Feature/extend markets overview by benchmarks ( #953 )
* Add benchmarks to markets overview
* Update changelog
4 years ago