KenTandrian
|
dc6bc3ff40
|
fix(api): remove cash positions override
|
3 weeks ago |
KenTandrian
|
7ebef0baf4
|
fix(api): move getCashOrders to order service
|
3 weeks ago |
Kenrick Tandrian
|
a57b670d7b
|
Task/enforce module boundaries for api and common modules (#5925)
* feat(lint): allow circular self deps
* feat(lint): enforce module boundaries
* feat(lib): move data provider response interface to common
* feat(lib): move symbol item interface to common
* feat(lib): move activity interface to common
* feat(lint): temporarily disable @nx/enforce-module-boundaries for ui files
* feat(lint): temporarily disable @nx/enforce-module-boundaries for client files
* feat(lint): ignore circular deps between client and ui
* feat(common): implement barrel export for data provider response interface
* feat(common): implement barrel export for activity interface
* feat(common): implement barrel export for symbol item interface
|
3 weeks ago |
Thomas Kaul
|
9f878c42f4
|
Task/refactor getHolding() in portfolio service (#5898)
* Refactor getHolding() if no holding has been found
* Update changelog
|
4 weeks ago |
KenTandrian
|
31a60496ec
|
feat(api): implement getDataSourceForExchangeRates
|
1 month ago |
KenTandrian
|
e8918b147f
|
fix(api): revert changes on getCashPositions
|
1 month ago |
KenTandrian
|
2dd6aeca3a
|
fix(api): revert changes on getCashPositions
|
1 month ago |
KenTandrian
|
2bfd92cb9c
|
feat(api): add synthetic activities into calculator
|
1 month ago |
KenTandrian
|
c9fe50d9e7
|
feat(api): create get cash activities method
|
1 month ago |
Aman
|
f940eb6725
|
Task/refactor PortfolioInvestments interface to PortfolioInvestmentsResponse interface (#5774)
* Refactor PortfolioInvestments to PortfolioInvestmentsResponse
|
2 months ago |
Thomas Kaul
|
04d6d9cfa9
|
Bugfix/total buy and sell calculation in summary (#5759)
* Fix total buy and sell calculation related to activities in custom currency
* Update changelog
|
2 months ago |
Dibyendu Sahoo
|
db2c2426c6
|
Task/refactor interest to interestInBaseCurrency in portfolio summary interface (#5763)
* Refactor interest to interestInBaseCurrency
|
2 months ago |
Thomas Kaul
|
fd5d4bb445
|
Refactoring
|
2 months ago |
KenTandrian
|
c15c3d0fbd
|
fix(api): calculate from startDate to endDate
|
2 months ago |
KenTandrian
|
b452b6cb00
|
feat(types): create ExchangeRatesByCurrency interface
|
2 months ago |
Lagmator22
|
20da95239e
|
Task/refactor liabilities to liabilitiesInBaseCurrency in portfolio summary interface (#5725)
* Refactor liabilities to liabilitiesInBaseCurrency
|
2 months ago |
Tanbir Ali
|
d2fe16c794
|
Task/refactor transactionCount to activitiesCount in portfolio holding response (#5709)
* Refactor transactionCount to activitiesCount in portfolio holding response
* Update changelog
|
2 months ago |
Flavien Lankai-Mills
|
c173998677
|
Task/refactor fire wealth from number to object in portfolio summary interface (#5644)
* Refactor fire wealth from number to object in portfolio summary interface
* Update changelog
|
2 months ago |
KenTandrian
|
1713a0e9d5
|
fix(api): update comment
|
2 months ago |
KenTandrian
|
85c1bde307
|
feat(api): calculate net performance with currency effect for cash positions
|
2 months ago |
Tobias Kugel
|
cc9346f3de
|
Task/restructure portfolio report response (#5454)
* Restructure portfolio report response
* Update changelog
|
3 months ago |
Attila Cseh
|
2b8a7de950
|
Feature/extend accounts endpoint by allocations (#5358)
* Extend accounts endpoint by allocations
* Update changelog
|
4 months ago |
Thomas Kaul
|
52ea3c5e84
|
Feature/add buying power to static portfolio analysis rules (#5365)
* Add buying power rule
* Update changelog
|
4 months ago |
Attila Cseh
|
711d716de0
|
Feature/extend accounts endpoint by dividend and interest (#5335)
* Extend accounts endpoint by dividend and interest
* Update changelog
|
4 months ago |
Thomas Kaul
|
bd9aae6fec
|
Feature/refactor search query of holdings search (#5333)
* Refactor search query
* Update changelog
|
4 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
|
4 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
|
4 months ago |
Thomas Kaul
|
cb30ea2979
|
Feature/restructure portfolio report response (part 2) (#5282)
* Restructure response of portfolio report endpoint
|
4 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>
|
4 months ago |
Thomas Kaul
|
4b03d5a926
|
Feature/restructure portfolio report response (#5260)
* Restructure response of portfolio report endpoint
* Update changelog
|
4 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
|
5 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
|
5 months ago |
Thomas Kaul
|
cf8eac3d44
|
Feature/rename Settings to settings in User database schema (#5100)
* Rename Settings to settings in User database schema
* Update changelog
|
5 months ago |
Thomas Kaul
|
55e4d2fc7a
|
Feature/deprecate ITEM activity type in favor of BUY (#5093)
* Deprecate ITEM activity type in favor of BUY
* Update changelog
|
5 months ago |
Thomas Kaul
|
7a97ec75f4
|
Feature/refactor portfolio service (#5063)
* Refactor portfolio service
|
5 months ago |
Kenrick Tandrian
|
d9fb159c6a
|
Feature/integrate Fuse.js in GET holdings endpoint (#5062)
* Integrate Fuse.js in GET holdings endpoint
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
5 months ago |
Thomas Kaul
|
433f1686e3
|
Feature/rename Account to account in Order database schema (#5052)
* Rename Account to account in Order database schema
* Update changelog
|
5 months ago |
csehatt741
|
351fd8a1d4
|
Feature/language localization for static portfolio analysis rule: Currency Cluster Risks (#5038)
* Language localization for static portfolio analysis rule: Currency Cluster Risks
* Update changelog
|
5 months ago |
Tobias Kugel
|
f0eb0dc7fc
|
Feature/localize asset class cluster risks (Equity and Fixed Income) (#5033)
* Localize asset class cluster risks
* Update changelog
|
6 months ago |
Tobias Kugel
|
84c4d79a74
|
Feature/Set up account cluster risks localization (Current Investment) (#5012)
* Set up localization
* Update changelog
|
6 months ago |
Thomas Kaul
|
738f7490f6
|
Feature/rename Platform to platform in Account database schema (#4999)
* Rename Platform to platform in Account database schema
* Update changelog
|
6 months ago |
Tobias Kugel
|
7a251ef749
|
Feature/set up language localization for X-ray rule Account Cluster Risks (Single Account) (#4959)
* Set up language localization
* Update changelog
|
6 months ago |
Tobias Kugel
|
3bcb19af14
|
Feature/migrate i18n service to injectable service (#4829)
* Migrate i18n service to injectable service
* Update changelog
|
6 months ago |
Thomas Kaul
|
1dd3857618
|
Refactor getCashPositions() in portfolio service (#4800)
* Refactor getCashPositions()
|
6 months ago |
Thomas Kaul
|
e2ec635bbf
|
Feature/localize X-ray rule EmergencyFundSetup (#4835)
* Set up language localization for static portfolio analysis rule: Emergency Fund (Set up)
* Update changelog
|
6 months ago |
Tobias Kugel
|
fde8ff4bb6
|
Feature/localize X-ray rule FeeRatioInitialInvestment (#4779)
* Localize X-ray rule FeeRatioInitialInvestment
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
6 months ago |
Thomas Kaul
|
cb7434a8b2
|
Feature/sync demo account activities based on tags (#4797)
* Sync demo account activities based on tags
* Update changelog
|
6 months ago |
Thomas Kaul
|
c553fdf6d4
|
Bugfix/change investment value to take currency effects into account in holding detail dialog (#4789)
* Change investment value to take currency effects into account
* Update changelog
|
6 months ago |
Thomas Kaul
|
a0f377e8eb
|
Feature/refactor ordersCount to activityCount (#4688)
* Refactor ordersCount to activityCount
|
7 months ago |
Kenrick Tandrian
|
c38dab5ab0
|
Feature/extend holding endpoint by performances (#4660)
* Extend holding endpoint by performances
* Update changelog
|
7 months ago |