ghostfolio

Commit Graph

Author	SHA1	Message	Date
Thomas Kaul	ba7c98d325	Add test case for BUY and SELL (partially) (#826 ) * Add test case for BUY and SELL (partially) * Fix investment calculation for sell activities * Do not show total value if sell activity * Update changelog	3 years ago
Thomas Kaul	67f2b326f3	Switch to new calculation engine (#814 ) * Switch to new calculation engine * Clean up old portfolio calculation engine (#815) * Rename new portfolio calculation engine (#816) * 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	65f6bcb166	Feature/harmonize algebraic sign of gross and net performance percent (#776 ) * Harmonize algebraic sign * Update changelog	3 years ago
Thomas Kaul	14773bf1aa	Bugfix/fix duplicate currency conversion in account calculations (#771 ) * Fix currency conversion (duplicate) * 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	86a1589834	Release/1.128.0 (#763 )	3 years ago
gizmodus	9f67993c03	Feature/fix issue with recent transactions (#750 ) * Fix percentage performance issue with recent transactions Co-authored-by: Reto Kaul <retokaul@sublimd.com>	3 years ago
Thomas Kaul	eb0444603b	Bugfix/fix user currency of public page (#761 ) * Fix user currency * Update changelog	3 years ago
Thomas Kaul	7b6893b5ed	Feature/add support for emergency fund (#749 ) * Add support for emergency fund * Update changelog	3 years ago
Thomas Kaul	e4908b51aa	Feature/add context to logger (#745 ) * Add contexts * 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	86acbf06f4	Feature/add data provider errors to api response (#738 ) * Add data provider error details * Update changelog	3 years ago
Thomas Kaul	3de7d3f60e	Bugfix/improve account calculations (#737 ) * Improve account calculations * Update changelog	3 years ago
Thomas Kaul	c02bcd9bd8	Feature/migrate to yahoo finance2 (#722 ) * Migrate to yahoo-finance2 * Add support for mutual funds * Add url to symbol profile * Clean up	3 years ago
Thomas Kaul	745ba978a3	Bugfix/fix zen mode (#723 ) * Fix Zen mode * Update changelog	3 years ago
gizmodus	a5771f601d	Improve calculation of overall performance percentage (#701 ) * Improve calculation of overall performance percentage Co-authored-by: Reto Kaul <retokaul@sublimd.com>	3 years ago
Thomas Kaul	baa6a3d0f0	Feature/restructure api modules (#706 ) * Restructure modules * Update changelog	3 years ago
Thomas Kaul	809ee97f6f	Add tests (#693 )	3 years ago
Thomas Kaul	fa66cd5bce	Feature/add countries and sectors to position detail dialog (#692 ) * Add asset and asset sub class * Add countries and sectors to position detail dialog * Update changelog	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	86943a5f5b	Feature/harmonize big.js operators (#686 ) * Harmonize big.js operators * Update changelog	3 years ago
gizmodus	6eb4eae4a9	Feature/fix twr performance 2 (#684 ) * Fix TWR performance * Weight holding period returns according to their investment value Co-authored-by: Reto Kaul <retokaul@sublimd.com>	3 years ago
gizmodus	9b5ec0c56d	Feature/fix twr performance (#679 ) * Fix TWR performance Co-authored-by: Reto Kaul <retokaul@sublimd.com>	3 years ago
Thomas Kaul	5d8bde5a70	Feature/access data source and symbol from symbol profile (#668 ) * Access dataSource and symbol from SymbolProfile * Update changelog	3 years ago
Thomas Kaul	155c08d665	Transform data source (#658 ) * Transform data source * Update changelog	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	5d3bbb8f30	Feature/improve annualized performance (#651 ) * Improve annualized performance calculation * Update changelog	3 years ago
Thomas Kaul	bcb7f5f522	Feature/add feature toggle for new calculation engine (#649 ) * Add feature toggle for new calculation engine * Update changelog	3 years ago
gizmodus	f15b33e950	Portfolio calculator rework (#632 ) * Portfolio calculator rework Co-authored-by: Reto Kaul <retokaul@sublimd.com>	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	7df53896f3	Feature/start eliminating data source from order (#622 ) * Start eliminating dataSource from order * 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	07de8f87fc	Set market prices explicitly (#618 ) * Set market prices explicitly * Set comments explicitly	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	029b7bed9a	Bugfix/improve error handling in position api endpoint (#607 ) * Add guards * Update changelog	3 years ago
Thomas Kaul	d69a69ce18	Bugfix/fix exception with market state (#602 ) * Fix exception with market state * 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	db1d474ddf	Feature/more discreet data provider warning (#589 ) * Upgrade http-status-codes to version 2.2.0 * Make the data provider warning more discreet * Update changelog	3 years ago
Thomas Kaul	3b9a8fabb5	Clean up (#574 )	3 years ago
Valentin Zickner	5d39b267ab	write portfolio calculator test case for symbol BALN.SW (refs #554 ) (#572 )	3 years ago
Thomas Kaul	1602f976f0	Feature/convert errors to warnings in portfolio calculator (#562 ) * Convert errors to warnings * Update changelog	3 years ago
Thomas Kaul	e78755c280	Replace OrderType with Type (prisma) (#560 )	3 years ago
Thomas Kaul	e518bc3779	Feature/clean up all time high and low from performance endpoint (#551 ) * Remove isAllTimeHigh / isAllTimeLow * Update changelog	3 years ago
Thomas Kaul	78e0fdb0ca	Add coupon system (#529 ) * Add coupon system * Update changelog	3 years ago
Thomas Kaul	1beb4de62f	Feature/support additional currencies (#517 ) * Support additional currencies * 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	da6eaa0d77	Harmonize error log (#499 )	3 years ago

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364 Commits (554136cdcd4acb939adff140af9d05931eda867e)