Sven Günther
55ea4bc08c
add i18n
6 days ago
Sven Günther
156103b880
Feature: Add annualized dividend yield to portfolio summary UI
- Display annualized dividend yield as indented entry below Dividend
- Only visible when experimental features are enabled
6 days ago
Sven Günther
79898539d1
Add calculation and display of annualized dividend yield based on dividends received in the last 12 months relative to the investment cost basis.
Implementation:
- Add annualizedDividendYield property to TimelinePosition, PortfolioSnapshot, and PortfolioSummary interfaces
- Calculate individual position yield based on last 12 months dividends / investment with currency effects
- Aggregate portfolio-wide yield in PortfolioSnapshot
- Extract and include yield in PortfolioSummary via PortfolioService
Tests:
- Add comprehensive tests with single position (MSFT)
- Add multi-position test (MSFT + IBM) to verify aggregation
- Add PortfolioService integration tests
- Add IBM mock data to CurrentRateService
- Update cash test to include new property
6 days ago
Karel De Smet
9eb5943666
Task/improve usability when adding currency in market data section of admin control panel ( #6225 )
* Improve usability when adding currency
* Update changelog
7 days ago
Thomas Kaul
155d533ee9
Bugfix/add missing guard to symbol autocomplete component ( #6255 )
* Add missing guard
1 week ago
Kenrick Tandrian
a1986e6daa
Task/upgrade to Nx 22.4 ( #6249 )
* Upgrade Nx from version 22.3.3 to 22.4.1
* Update changelog
1 week ago
Kenrick Tandrian
53be141460
Feature/enable strict null checks in libs/common ( #6250 )
* feat(ts): enable strict null checks in libs/common
* feat(lint): enable prefer-nullish-coalescing
* feat(lib): resolve errors
* fix(lib): revert changes on DateRange type
1 week ago
github-actions[bot]
dd9989112d
Task/update locales ( #6247 )
* Update locales
* Update changelog
* Update translations
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 week ago
Thomas Kaul
30be7589b6
Task/refactor getDividends() from async to sync ( #6222 )
* Refactor from async to sync
1 week ago
Thomas Kaul
5e553f0710
Task/upgrade prettier to version 3.8.1 ( #6242 )
* Upgrade prettier to version 3.8.1
* Update changelog
1 week ago
Kenrick Tandrian
9fd9edd0ea
Feature/improve zh localization ( #6245 )
* fix(i18n): move i18n attribute in pricing page
* feat(i18n): update zh locale
* feat(i18n): update zh locale
* feat(docs): update changelog
1 week ago
Thomas Kaul
3939bc55dd
Release 2.233.0 ( #6241 )
2 weeks ago
Thomas Kaul
f364874e27
Task/extend portfolio calculator tests with investments by year ( #6240 )
* Extend tests with investmentsByYear
2 weeks ago
Thomas Kaul
f03b8f097e
Task/refresh cryptocurrencies list 20260123 ( #6236 )
* Update cryptocurrencies.json
* Update changelog
2 weeks ago
Thomas Kaul
13031aaad3
Task/deprecate firstBuyDate in portfolio calculator ( #6239 )
* Deprecate firstBuyDate in favor of dateOfFirstActivity
* Update changelog
2 weeks ago
Thomas Kaul
f84e69c07a
Task/clean up position interface ( #6237 )
* Clean up interface
2 weeks ago
Thomas Kaul
44e0c2677c
Task/upgrade prettier to version 3.8.0 ( #6227 )
* Upgrade prettier to version 3.8.0
* Update changelog
2 weeks ago
Thomas Kaul
022a5c535c
Task/revert VS Code extension of Prettier ( #6235 )
* Revert VS Code extension of Prettier
2 weeks ago
Thomas Kaul
c74bca5066
Task/clean up Sponsors in README.md ( #6234 )
* Clean up
2 weeks ago
Thomas Kaul
c106f64b55
Task/remove margin in README.md ( #6233 )
* Remove margin
2 weeks ago
Thomas Kaul
50d7671d4f
Task/change LambdaTest to TestMu AI ( #6232 )
* Change LambdaTest to TestMu AI
2 weeks ago
Thomas Kaul
71902e39d1
Task/deprecate transactionCount in portfolio calculator and service ( #6228 )
* Deprecate transactionCount in favor of activitiesCount
* Update changelog
2 weeks ago
Thomas Kaul
18f09e88d9
Task/remove deprecated firstBuyDate from portfolio holding response ( #6220 )
* Remove deprecated firstBuyDate
* Update changelog
2 weeks ago
Thomas Kaul
48fda7d41a
Release 2.232.0 ( #6218 )
2 weeks ago
Thomas Kaul
fcae50968b
Task/set analysis page values as experimental ( #6217 )
* Set values as experimental
* Update changelog
2 weeks ago
Thomas Kaul
32f56cb3f6
Task/remove deprecated public Stripe key (part 3) ( #6160 )
* Remove deprecated public Stripe key
2 weeks ago
github-actions[bot]
f5b22e2f06
Task/update locales ( #6212 )
* Update locales
* Update translations
* Update changelog
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 weeks ago
Sven Günther
9df4945d0a
Feature/extend analysis page by values ( #6210 )
* Extend analysis page by values
* Update changelog
2 weeks ago
Thomas Kaul
4cfb785499
Task/deprecate firstBuyDate in portfolio holding response ( #6208 )
* Deprecate firstBuyDate
* Update changelog
2 weeks ago
Thomas Kaul
47b8494efa
Task/upgrade countries-list to version 3.2.2 ( #6209 )
* Upgrade countries-list to version 3.2.2
* Update changelog
2 weeks ago
Thomas Kaul
d42322cfa8
Release 2.231.0 ( #6200 )
2 weeks ago
Thomas Kaul
d9a4d261e4
Bugfix/total fee calculation related to activities in custom currency (part 2) ( #6199 )
* Fix total fee calculation related to activities in custom currency
* Update changelog
2 weeks ago
Thomas Kaul
3359ea1d20
Bugfix/numeric parsing error in X-ray page ( #6198 )
* Fix numeric parsing error related to cash positions
* Update changelog
2 weeks ago
Thomas Kaul
f19e417068
Task/remove deprecated activities from portfolio holding response ( #6157 )
* Remove deprecated activities
* Update changelog
2 weeks ago
Thomas Kaul
aa41cb404b
Task/remove deprecated platforms from info service ( #6137 )
* Remove platforms from info service
* Update changelog
3 weeks ago
Thomas Kaul
e629d1b43b
Release 2.230.0 ( #6194 )
3 weeks ago
Thomas Kaul
6727fb2b74
Bugfix/total fee calculation related to activities in custom currency ( #6191 )
* Fix total fee calculation related to activities in custom currency
* Update changelog
3 weeks ago
Thomas Kaul
3e8c21aa20
Task/extend referral brokers ( #6193 )
* Add Monefit
3 weeks ago
github-actions[bot]
9fd7924f2c
Task/update locales ( #6156 )
* Update locales
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
3 weeks ago
Thomas Kaul
723e154e65
Feature/restore support for specific calendar year date ranges in holdings ( #6186 )
* Restore specific calendar year date ranges
* Update changelog
3 weeks ago
Wolfgang
72ffef1ab8
Task/extend documentation by ENABLE_FEATURE_AUTH_TOKEN environment variable ( #6189 )
* Extend documentation
3 weeks ago
yaro
825a366367
Feature/set up language localization for Korean (ko) ( #6136 )
* Set up language localization for Korean (ko)
* Update changelog
3 weeks ago
Thomas Kaul
c47a4fdc71
Release 2.229.0 ( #6184 )
3 weeks ago
Kenrick Tandrian
645e8ee303
Bugfix/prevent double counting of cash in net worth ( #6171 )
* Prevent double counting of cash in net worth
* Update changelog
3 weeks ago
Thomas Kaul
60a64b768d
Bugfix/fix case-insensitive sorting in holdings table component ( #6183 )
* Fix case-insensitive sorting by name
* Update changelog
3 weeks ago
Thomas Kaul
a84eb7ba56
Bugfix/fix case-insensitive sorting in benchmark component ( #6181 )
* Fix case-insensitive sorting by name
* Update changelog
3 weeks ago
Thomas Kaul
d58e5f73e9
Bugfix/fix case-insensitive sorting in accounts table ( #6178 )
* Fix case-insensitive sorting by account name
* Update changelog
4 weeks ago
Thomas Kaul
4539367bc5
Task/refresh cryptocurrencies list 20260105 ( #6172 )
* Update cryptocurrencies.json
* Update changelog
4 weeks ago
Thomas Kaul
a8b25e095e
Task/upgrade @types/lodash to version 4.17.21 ( #6140 )
* Upgrade @types/lodash to version 4.17.21
4 weeks ago
Thomas Kaul
a493afb526
Task/set active sort column in accounts table component ( #6175 )
* Set active sort column
* Update changelog
4 weeks ago