ghostfolio

Commit Graph

Author	SHA1	Message	Date
Thomas Kaul	23e4d5454d	Feature/improve allocations by etf holding (#3467 ) * Improve allocations by ETF holding * Update changelog	10 months ago
Thomas Kaul	8a9ae9bb33	Feature/allocations by etf holding (#3464 ) * Setup allocations by ETF holding * Update changelog	10 months ago
Thomas Kaul	b12ac1fe84	Feature/simplify module imports of api (#3443 ) * Simplify module imports	10 months ago
Thomas Kaul	e31b4c64cb	Feature/refactor holding detail dialog to standalone (#3407 ) * Refactor holding detail dialog to standalone * Update changelog	11 months ago
Thomas Kaul	4ad4fa2b30	Feature/clean up deprecated GET api/portfolio/positions endpoint (#3373 )	11 months ago
Thomas Kaul	f2cb671c7f	Feature/optimize get porfolio details endpoint (#3366 ) * Eliminate getPerformance() from getSummary() function * Disable cache for getDetails() * Add hint to portfolio summary * Update changelog	11 months ago
Thomas Kaul	f3d961bc16	Feature/move holdings table to holdings tab of home page (#3368 ) * Move holdings table to holdings tab of home page * Deprecate api/v1/portfolio/positions endpoint * Update changelog	11 months ago
Thomas Kaul	77beaaba08	Refactoring portfolio service (#3365 )	11 months ago
Thomas Kaul	486de968a2	Bugfix/fix division by zero error in dividend yield calculation (#3354 ) * Handle division by zero * Update changelog	11 months ago
Thomas Kaul	a5833566a8	Feature/skip caching in portfolio calculator if active filters (#3348 ) * Skip caching if active filters * Update changelog	11 months ago
Thomas Kaul	4efd5cefd8	Bugfix/calculation of portfolio summary caused by future liabilities (#3342 ) * Adapt date of future activities * Update changelog	12 months ago
Thomas Kaul	e10707fde4	Add missing guard to fix public page (#3339 )	12 months ago
Thomas Kaul	4f41bac328	Feature/set up caching in portfolio calculator (#3335 ) * Set up caching * Update changelog	12 months ago
Thomas Kaul	cdbe6eedeb	Feature/change cash to liquidity in asset class enum (#3321 ) * Change CASH to LIQUIDITY in asset class enum * Update changelog	12 months ago
Thomas Kaul	39bd4a349b	Feature/improve chart in account detail dialog (#3314 ) * Improve net worth calculation in portfolio performance chart * Improve account balance management * Update changelog	12 months ago
Thomas Kaul	551b83a6e3	Bugfix/fix gaps in portfolio performance charts (#3311 ) * Fix gaps in charts * Update changelog	12 months ago
Thomas Kaul	212aa6a63b	Feature/add date range support to portfolio holdings page (#3303 ) * Add date range support * Update changelog	12 months ago
Thomas Kaul	dba73d80a3	Improve logging (#3300 )	12 months ago
Thomas Kaul	15857118fe	Feature/let data gathering queue jobs fail by throwing errors (#3281 ) * Let data gathering queue jobs fail by throwing errors * Update changelog	12 months ago
Thomas Kaul	5d4e2fba8c	Feature/move wealth item and liability calculations to portfolio calculator (#3272 ) * Move (wealth) item calculations to portfolio calculator * Move liability calculations to portfolio calculator * Update changelog	1 year ago
Thomas Kaul	6c57609db8	Feature/move dividend fee and interest calculation to portfolio calculator (#3267 ) * Move dividend, feee and interest calculation to portfolio calculator * Update changelog	1 year ago
Thomas Kaul	45340b581f	Bugfix/fix public page by including markets data (#3263 ) * Include markets data * Update changelog	1 year ago
Thomas Kaul	2b97bbd05d	Move getChart() to portfolio calculator (#3255 )	1 year ago
Thomas Kaul	07c0e5a612	Feature/add currency to order database schema (#3251 ) * Add currency to Order database schema * Update changelog	1 year ago
Thomas Kaul	719bbe156e	Feature/optimize calculation of allocations by market (#3249 ) * Optimize calculation of allocations by market * Update changelog	1 year ago
Thomas Kaul	b51255a543	Feature/add key to x ray rule (#3248 ) * Add key * Update changelog	1 year ago
Thomas Kaul	ca2e748c56	Bugfix/add missing tags in portfolio calculator (#3243 ) * Add missing tags * Update changelog	1 year ago
Arshad Jamal	371c999fbc	Feature/Add dividend yield to position detail dialog (#2636 ) * Add dividend yield to position detail dialog * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	1 year ago
Thomas Kaul	d7b579e3e8	Feature/refactor getAnnualizedPerformancePercent to portfolio calculator (#3226 ) * Move getAnnualizedPerformancePercent() to portfolio calculator	1 year ago
Thomas Kaul	b8533050b0	Bugfix/fix duplicated tags in position detail dialog (#3224 ) * Fix duplicated tags * Update changelog	1 year ago
Francisco Silva	8cd6c34ed8	Feature/introduce portfolio calculator factory (#3214 ) * Introduce portfolio calculator factory * Update changelog	1 year ago
Thomas Kaul	f1eeee0525	Feature/extend date range support by specific years (#3190 ) * Extend date range support by specific years * Support date range in benchmark endpoint * Support date range in activities endpoint * Update changelog	1 year ago
Thomas Kaul	63a61fb492	Move portfolio calculator (#3204 ) * Move portfolio calculator	1 year ago
Thomas Kaul	5788c6474e	Refactor portfolio calculator (#3203 ) * Refactor portfolio calculator * Consume Activity[] * Change computeTransactionPoints() to private * Eliminate getTransactionPoints() * Update changelog	1 year ago
Thomas Kaul	5529fdc0ee	Move transaction points to constructor (#3202 )	1 year ago
Thomas Kaul	88a9b518f6	Bugfix/fix issue with overridden names in activities table (#3200 ) * Fix issue with overridden names * Update changelog	1 year ago
helgehatt	b41eb60348	Fix chart tooltip of benchmark comparator (#3167 ) * Fix chart tooltip of benchmark comparator * Update changelog	1 year ago
Thomas Kaul	a33f8d5bed	Upgrade @types/big.js to version 6.2.2 (#3191 ) * Upgrade @types/big.js to version 6.2.2 * Refactor imports	1 year ago
Thomas Kaul	87bf8df1c3	Bugfix/missing performance chart in presenter view (#3181 ) * Fix missing performance chart in presenter view * Update changelog	1 year ago
Thomas Kaul	7e28e42995	Feature/exclude fees from holdings (#3160 )	1 year ago
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 --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	1 year ago
Thomas Kaul	bffe6060bd	Pass portfolio calculator to getChart() (#3153 )	1 year ago
Thomas Kaul	841bd5c33f	Bugfix/fix dividend accumulation in symbol metrics (#3152 ) * Fix total dividend calculation * Update changelog	1 year ago
Thomas Kaul	7a364472c8	Bugfix/fix liability issue in allocations (#3133 ) * Remove liabilities from allocations calculation * Update changelog	1 year ago
gizmodus	0bca8897d6	Fix average price calculation by only considering BUY transactions (#3125 ) * Fix average price calculation by only considering buy transactions * Update changelog	1 year ago
Thomas Kaul	eb75be8535	Optimize details endpoint (#3123 ) * Make summary optional * Introduce dedicated holdings endpoint * Update changelog	1 year ago
Thomas Kaul	6d2a897366	Refactor orders with activities (#3122 )	1 year ago
Thomas Kaul	d8bfb23f20	Refactor reduce() with getSum() (#3121 )	1 year ago
Thomas Kaul	b642ce08e5	Refactor item type (#3119 )	1 year ago
Thomas Kaul	bc8d8309d4	Improve handling of future liabilities (#3118 ) * Improve handling of future liabilities * Refactor currentValue to currentValueInBaseCurrency * Update changelog	1 year ago

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364 Commits (554136cdcd4acb939adff140af9d05931eda867e)