csehatt741
035306d4d8
Feature/add createdAt to snapshot and public portfolio endpoint response ( #4350 )
* Add createdAt to snapshot and public portfolio endpoint response
* Update changelog
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Co-authored-by: Verbindolai <nikolaiwieczorek@web.de>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 months ago
Thomas Kaul
bce18f7261
Feature/reuse advanced markets calculation in portfolio details endpoint ( #3884 )
7 months ago
Thomas Kaul
f48ce4e1ae
Feature/reuse markets calculation in portfolio details endpoint ( #3883 )
* Reuse markets calculation in portfolio details endpoint
* Update changelog
7 months ago
Thomas Kaul
f3e2091ff4
Feature/refactor markets calculation in details of portfolio service ( #3871 )
* Refactor markets calculation
7 months ago
Thomas Kaul
bcc8cb1e5b
Feature/modernize rules implementation ( #3869 )
* Modernize rules implementation
* Include markets in details
7 months ago
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
1 year ago
Thomas Kaul
15c96a9757
Feature/add allocations by platform chart ( #1915 )
* Add allocations by platform
* Update changelog
2 years ago
Thomas Kaul
1ca3792a4b
Feature/clean up initial values from x ray ( #1914 )
* Clean up initial (original) values from X-Ray
* Refactor current to valueInBaseCurrency
* Update changelog
2 years ago
Thomas Kaul
f01a3f893d
Exclude accounts ( #1289 )
* Exclude accounts
* Update changelog
3 years ago
Thomas Kaul
d4c3a9d1e8
Feature/add percentage visualization of the current filter ( #1268 )
* Add percentage visualization of the active filter
* 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
49f46e1a1e
Bugfix/improve allocations by currency with cash balances ( #508 )
* Improve allocations by currency in combination with cash balances
* Update changelog
3 years ago
Thomas Kaul
aad8f77093
Feature/improve allocations by account ( #308 )
* Improve allocations by account
* Eliminate accounts from PortfolioPosition
* Ignore cash assets in the allocation chart by sector, continent and country
* Add missing accounts to portfolio details
* Update changelog
4 years ago