Thomas Kaul
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
2 years ago
Thomas Kaul
6f7cbc93b9
Add missing type ( #3023 )
2 years ago
Thomas Kaul
67ae86763e
Handle premium data provider in getQuotes() ( #3020 )
* Handle premium data provider in getQuotes()
2 years ago
Thomas Kaul
2518a8fd9d
Feature/add accounts tab to position detail dialog ( #3012 )
* Add accounts tab to position detail dialog
* Update changelog
2 years ago
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
2 years ago
Thomas Kaul
c9237146e2
Feature/add investment value to chart ( #2948 )
* Add investment value to chart
* Update changelog
2 years ago
Thomas Kaul
4434d0315f
Remove unused timeline calculation ( #2947 )
2 years ago
Francisco Silva
3df8810412
Feature/Add support to grant private access with permissions ( #2870 )
* Add support to grant private access with permissions
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Cédric Meuter
a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
* Add date range selector including WTD and MTD to assistant
* Update changelog
2 years ago
Cédric Meuter
4e9e3f7b6b
Feature/Add `wtd` and `mtd` as possible values for date range ( #2902 )
* Add `wtd` and `mtd` as possible values for date range
'wtd': week-to-date (from the start of the week)
'mtd': month-to-date (from the start of the month)
* Update changelog
2 years ago
Thomas Kaul
6167f105fe
Refactoring ( #2897 )
2 years ago
Thomas Kaul
8d5f2fd91d
Fix fee conversion ( #2896 )
* Fix fee conversion
* Update changelog
2 years ago
Thomas Kaul
7b45a8b3fc
Introduce type ( #2885 )
2 years ago
Thomas Kaul
ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes ( #2875 )
* Always get quotes (with fallback to historical data)
* Update changelog
2 years ago
Thomas Kaul
5fa3388609
Feature/break down performance into asset and currency ( #2863 )
* Break down performance into asset and currency
* Nullify values
* Update changelog
2 years ago
gizmodus
be801b481e
Feature/Add exchange rate effects to portfolio calculation ( #2834 )
* Add exchange rate effects to portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
23d323073d
Fix performance percentage for 1d ( #2814 )
* Fix performance percentage for 1d
* Improve response of positions endpoint
* Update changelog
2 years ago
gizmodus
b183c45027
Time weighted portfolio performance calculation ( #2778 )
* Implement time weighted portfolio performance calculation
* Update changelog
2 years ago
underwater
7d68905f1b
Feature/use has permission annotation in endpoints ( #2771 )
* Use HasPermission in endpoints
* Update changelog
2 years ago
Thomas Kaul
51a0ede3e4
Feature/introduce lazy loaded activities table ( #2729 )
* Introduce lazy-loaded activities table
* Add icon column
* Emit paginator event
* Add pagination logic
* Integrate total items
* Update changelog
2 years ago
Thomas Kaul
377ba75e4c
Add support to delete a cash balance ( #2707 )
2 years ago
Thomas Kaul
6f4fd0826c
Feature/respect with excluded accounts flag in get account balances ( #2697 )
* Respect withExcludedAccounts in getAccountBalances()
* Update changelog
2 years ago
Thomas Kaul
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
* Extend performance endpoint by net worth per day
* Update changelog
2 years ago
Thomas Kaul
8898d02442
Bugfix/fix cannot read properties of undefined reading items in get position ( #2667 )
* Fix "Cannot read properties of undefined (reading 'items')"
* Update changelog
2 years ago
Thomas Kaul
93b6011ddc
Feature/refactor get range in market data service ( #2631 )
* Refactor to unique asset in getRange()
* Update changelog
2 years ago
Thomas Kaul
35f98b9d2d
Bugfix/handle failing database query for account find many ( #2598 )
* Handle issue with account.findMany() -> where: { id: { in: [ null ] } }
* Update changelog
2 years ago
Thomas Kaul
fa627f686f
Bugfix/fix chart for account excluded from analysis ( #2534 )
* Fix chart for account excluded from analysis
* Update changelog
2 years ago
Thomas Kaul
30e561c06f
Feature/extend assistant with search for asset profile ( #2499 )
* Extend assistant with search for asset profile
* Extend search results by currency, symbol and asset sub class
* Update changelog
2 years ago
Thomas Kaul
550e646079
Feature/introduce assistant ( #2451 )
* Introduce assistant
* Update changelog
2 years ago
Thomas Kaul
8236091477
Feature/add support for search query in portfolio position endpoint ( #2443 )
* Introduce search query filter
* Update changelog
2 years ago
Thomas Kaul
5fa0540936
Feature/add emergency fund setup to static portfolio analysis rules ( #2400 )
* Add new static portfolio analysis rule: Emergency fund setup
* Update changelog
2 years ago
Thomas Kaul
0b2f6a312c
Sort imports ( #2399 )
2 years ago
Thomas Kaul
0f7c6ff0fe
Bugfix/fix asset class of cash position for empty account ( #2378 )
* Fix assetClass and assetSubClass
* Update changelog
2 years ago
Thomas Kaul
b12349a148
Feature/add support for interest on account level ( #2354 )
* Add support for interest
* Update changelog
2 years ago
Thomas Kaul
b21884eb66
Feature/harmonize logger output ( #2321 )
* Harmonize logger output
* Update changelog
2 years ago
Thomas Kaul
bc33e5f147
Feature/remove deprecated environment variable base currency ( #2255 )
* Remove the deprecated environment variable BASE_CURRENCY
* Update changelog
2 years ago
Thomas Kaul
0b59fc639d
Feature/upgrade prettier to version 3 ( #2163 )
* Upgrade prettier to version 3.0.2
* Prettify code
* Update changelog
2 years ago
Thomas Kaul
d4fea075af
Feature/include unavailable data in allocations by market chart ( #2190 )
* Include unavailable data in allocations by market chart
* Update changelog
2 years ago
Hugo Persson
cef7fa79de
Fix total account value calculation for liabilities ( #2184 )
* Fix calculation
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
622bb8b0cf
Feature/add allocations by market chart ( #2171 )
* Add allocations by (advanced) market
* Fix public page
* Update changelog
2 years ago
Thomas Kaul
c9353d0a39
Support account balance time series ( #2166 )
* Initial setup
* Support account balance in export
* Handle account balance update
* Add schema migration
* Update changelog
2 years ago
Thomas Kaul
d5b3c52602
Refactor value to valueInBaseCurrency ( #2164 )
2 years ago
Thomas Kaul
bdf72164b1
Feature/break down emergency fund by cash and assets ( #2159 )
* Break down emergency fund in cash and assets
* Update changelog
2 years ago
Thomas Kaul
455a2d2e92
Refactor value to valueInBaseCurrency ( #2160 )
2 years ago
Thomas Kaul
ed735e0b29
Feature/disable caching in health check endpoints for data providers ( #2147 )
* Disable caching in health check endpoint
* Update changelog
2 years ago
Thomas Kaul
54ea6c84b4
Feature/add caching for quotes ( #2095 )
* Add caching for quotes
* Update changelog
2 years ago
Thomas Kaul
7931e6950d
Feature/add support for liabilities ( #1789 )
* Add support for liabilities
* Update changelog
3 years ago
Thomas Kaul
d630fb900d
Feature/add investment streaks ( #2042 )
* Add investment streaks
* Current streak
* Longest streak
* Add unit to value component
* Update changelog
3 years ago
Thomas Kaul
ef4a75d1f0
Feature/improve market price of first buy date in chart of position detail dialog ( #1956 )
* Improve market price on first buy date: market price or average price
* Update changelog
3 years ago
Thomas Kaul
c19984c3d0
Bugfix/fix missing platform name in allocations by platform ( #1918 )
* Fix missing platform name
* Update changelog
3 years ago