Thomas Kaul
6122da3f14
Feature/optimize get range query in market data service ( #4527 )
* Optimize query in getRange()
* Update changelog
9 months ago
Tobias Kugel
57748a18ef
Feature/add data gathering toggle to asset profile details dialog ( #4497 )
* Add data gathering toggle to asset profile details dialog
* Update changelog
9 months ago
Shaunak Das
a13d6140cf
Feature/extend emergency fund X-ray rule to support assets ( #4485 )
* Extend emergency fund X-ray rule to support assets
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
Sayed Murtadha Ahmed
6c624fefc9
Feature/eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component ( #4462 )
* Eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component
* Update changelog
10 months ago
Szymon Łągiewka
795e4582a8
Feature/replace lodash.uniq with Array.from + Set ( #4387 )
* Replace lodash.uniq with Array.from + Set
* Update chagnelog
10 months ago
Thomas Kaul
6036547cf5
Feature/refactor portfolio calculator factory ( #4454 )
* Refactor portfolio calculator factory
10 months ago
Thomas Kaul
6cd79fab31
Feature/rename TWR to ROAI ( #4453 )
* Rename TWR to ROAI
10 months ago
Thomas Kaul
8b353fbf66
Feature/introduce Promise.all() in getPerformance() of portfolio service ( #4381 )
* Introduce Promise.all()
* Update changelog
10 months ago
csehatt741
035306d4d8
Feature/add createdAt to snapshot and public portfolio endpoint response ( #4350 )
* Add createdAt to snapshot and public portfolio endpoint response
* Update changelog
---------
Co-authored-by: Verbindolai <nikolaiwieczorek@web.de>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
csehatt741
634bdf16d6
Feature/extend portfolio snapshot by activities count ( #4352 )
* Extend portfolio snapshot by activities count
* Update changelog
11 months ago
Shaunak Das
ece8c80aa1
Feature/regional market cluster risk for Asia-Pacific ( #4313 )
* Add regional market cluster risk for Asia-Pacific
* Update changelog
11 months ago
Shaunak Das
b616274380
Feature/add regional market cluster risk for Japan ( #4309 )
* Add regional market cluster risk for Japan
* Update changelog
11 months ago
Shaunak Das
dee612b2a2
Feature/add regional market cluster risk for emerging markets ( #4291 )
* Add regional market cluster risk for emerging markets
* Update changelog
11 months ago
Shaunak Das
06298089db
Feature/add regional market cluster risk rule for Europe ( #4271 )
* Add regional market cluster risk rule for Europe
* Update changelog
11 months ago
Shaunak Das
8bd869e1b2
Feature/add regional market cluster risk for north america ( #4240 )
* Add regional market cluster risk for north america
* Update changelog
11 months ago
Szymon Łągiewka
ca45098de3
Feature/refactor various lodash functions with native JavaScript equivalents ( #4170 )
* Refactored various lodash functions with native JavaScript equivalents
* Update changelog
1 year ago
Thomas Kaul
6ee6121317
Feature/set up asset class cluster risk x-ray rule ( #4128 )
* Set up Asset Class Cluster Risk rule (equity)
* Set up Asset Class Cluster Risk rule (fixed income)
* Update changelog
1 year ago
Thomas Kaul
943ff2f0dc
Feature/improve usability of X-ray page by hiding empty rule categories ( #4108 )
* Hide empty rule categories
* Update changelog
1 year ago
Thomas Kaul
6ad9661d7f
Feature/improve language localization for de 20241214 ( #4123 )
* Update translations
* Update changelog
1 year ago
Thomas Kaul
6341a6de6a
Feature/refactor X-ray summary ( #4116 )
* Refactor report statistics
1 year ago
Thomas Kaul
0841f8bd5b
Bugfix/fix exception in portfolio calculator ( #4113 )
* Fix exception in portfolio calculator
* Update changelog
1 year ago
Thomas Kaul
291be3e605
Feature/extend X-ray page by summary ( #4107 )
* Add summary to X-ray page
* Update changelog
1 year ago
Thomas Kaul
ebef361d63
Bugfix/fix exception in portfolio calculator ( #4109 )
* Fix exception in portfolio calculator
* Update changelog
1 year ago
Amandee Ellawala
6057794eb6
Feature/extend assistant by holding selector ( #4031 )
* Extend assistant by holding selector
* Update changelog
1 year ago
Thomas Kaul
190bb4b6fb
Feature/refactor data gathering items ( #4032 )
* Refactoring
1 year ago
Thomas Kaul
5de176a7ef
Feature/rename allocation cluster risk x ray rule ( #3994 )
* Rename Allocation Cluster Risk to Economic Market Cluster Risk
* Update changelog
1 year ago
dw-0
6a10b932b0
Feature/Switch consistent-type-assertions eslint rule from warn to error ( #3982 )
* Switch consistent-type-assertions eslint rule from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
1 year ago
Thomas Kaul
fccac5640d
Bugfix/fix calculation of allocation cluster risk x ray rules ( #3988 )
* Fix calculation of allocation cluster risk X-ray rules
* Update changelog
1 year ago
Ivan Skvortsov
19b8c514f2
Feature/Add static portfolio analysis rule for developed Markets ( #3975 )
* Add static portfolio analysis rule: Allocation Cluster Risk (Developed Markets)
* Update changelog
1 year ago
vitalymatyushik
d325f8bfaf
Feature/Add static portfolio analysis rule for emerging Markets ( #3949 )
* Add static portfolio analysis rule: Allocation Cluster Risk (Emerging Markets)
* Update changelog
1 year ago
Thomas Kaul
308d3b64b1
Feature/Remove empty constructors ( #3958 )
* Remove empty constructors
1 year ago
Thomas Kaul
ce6f175f9a
Bugfix/fix usage of processor portfolio snapshot computation concurrency env variable ( #3936 )
* Fix usage of PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_CONCURRENCY
* Update changelog
1 year ago
Thomas Kaul
6696a4447a
Feature/Refactor test ok-novn-buy-and-sell-partially to load json file ( #3935 )
* Refactor test to load json file
1 year ago
Thomas Kaul
f8da265f5f
Feature/restructure XRayRulesSettings ( #3898 )
* Restructure XRayRulesSettings
* Update changelog
1 year ago
Dhaneshwari Tendle
7a11bb93d5
Feature/Set up unit test that loads activity from exported json file ( #3901 )
* Set up unit test that loads activity from exported json file
* Update changelog
1 year ago
Thomas Kaul
73cd2f9cb7
Bugfix/fix exception in portfolio details endpoint ( #3896 )
* Fix exception caused by markets and marketsAdvanced
* Update changelog
1 year ago
dw-0
fc5ed887ff
Feature/Set prefer-const to error in eslint configuration ( #3888 )
* Set prefer-const to error in eslint configuration
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
1 year ago
Thomas Kaul
14b88edff6
Feature/extend MSFT buy with dividend test ( #3891 )
* Extend test
1 year ago
Thomas Kaul
29d3b762a8
Feature/switch typescript-eslint no-unused-vars to error ( #3887 )
* Switch @typescript-eslint/no-unused-vars to error
1 year ago
Thomas Kaul
bce18f7261
Feature/reuse advanced markets calculation in portfolio details endpoint ( #3884 )
1 year ago
Thomas Kaul
f48ce4e1ae
Feature/reuse markets calculation in portfolio details endpoint ( #3883 )
* Reuse markets calculation in portfolio details endpoint
* Update changelog
1 year ago
ceroma
ecd75b5d8a
Feature/optimize portfolio snapshot computation by reusing date intervals ( #3855 )
* Optimize portfolio snapshot computation by reusing date intervals
* Update changelog
1 year ago
Thomas Kaul
f3e2091ff4
Feature/refactor markets calculation in details of portfolio service ( #3871 )
* Refactor markets calculation
1 year ago
Thomas Kaul
bcc8cb1e5b
Feature/modernize rules implementation ( #3869 )
* Modernize rules implementation
* Include markets in details
1 year ago
Thomas Kaul
413076141c
Bugfix/fix calculation of allocations by market ( #3853 )
* Fix calculation of allocations by market (unknown)
* Update changelog
1 year ago
ceroma
2ad91e5796
Feature/optimize portfolio calculations with smarter date interval selection ( #3829 )
* Optimize portfolio calculations with smarter date interval selection
* Update changelog
1 year ago
ceroma
33de8a10bb
Feature/optimize portfolio calculations with smarter cloning of activities ( #3827 )
* Optimize portfolio calculations with smarter cloning of activities
* Update changelog
1 year ago
Thomas Kaul
bb445ddf2e
Feature/improve experimental chart in account detail dialog ( #3813 )
* Improve chart in account detail dialog
* Update changelog
1 year ago
Thomas Kaul
583c14128b
Feature/extend public api with portfolio performance metrics endpoint ( #3762 )
* Extend Public API with portfolio performance metrics endpoint
* Update changelog
1 year ago
Thomas Kaul
3de192c65e
Feature/expose thresholds in rule settings ( #3770 )
1 year ago