ghostfolio

Commit Graph

Author	SHA1	Message	Date
gerardPolloRebozado	62573e5410	feat: holdings api now supports pastInvestments true/false	2 years ago
Thomas Kaul	7a364472c8	Bugfix/fix liability issue in allocations (#3133 ) * Remove liabilities from allocations calculation * Update changelog	2 years ago
Thomas Kaul	eb75be8535	Optimize details endpoint (#3123 ) * Make summary optional * Introduce dedicated holdings endpoint * Update changelog	2 years ago
Thomas Kaul	6d2a897366	Refactor orders with activities (#3122 )	2 years ago
Thomas Kaul	d8bfb23f20	Refactor reduce() with getSum() (#3121 )	2 years ago
Thomas Kaul	bc8d8309d4	Improve handling of future liabilities (#3118 ) * Improve handling of future liabilities * Refactor currentValue to currentValueInBaseCurrency * Update changelog	2 years ago
Thomas Kaul	07661d9262	Feature/integrate dividend into transaction point concept (#3092 ) * Integrate dividend into transaction point concept * Update changelog	2 years ago
Thomas Kaul	c54392b7bb	Bugfix/fix exception in account value calculation (#3109 ) * Fix exception in value of account calculation caused by liabilities * Update changelog	2 years ago
Thomas Kaul	4ab3f81384	Extract getFactor() (#3089 ) * Extract getFactor() * Refactoring	2 years ago
Thomas Kaul	b932bac9aa	Feature/optimize summary calculation (#3088 ) * Optimize calculation * Update changelog	2 years ago
Thomas Kaul	5596e5f03b	Feature/integrate wealth items into transaction point concept (#3084 ) * Integrate (wealth) items into transaction point concept * Update changelog	2 years ago
Thomas Kaul	7f67430685	Bugfix/readd value in base currency to activity (#3078 ) * Readd valueInBaseCurrency * Update changelog	2 years ago
Thomas Kaul	2115745471	Bugfix/fix issue with exchange rate calculation of wealth items in accounts (#3065 ) * Fix exchange rate calculatio of wealth items in accounts * Update changelog	2 years ago
Thomas Kaul	3615e2f057	Feature/improve handling of activities without account (#3060 ) * Improve handling of activities without account * Update changelog	2 years ago
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	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
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
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
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	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	b12349a148	Feature/add support for interest on account level (#2354 ) * Add support for interest * 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	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	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

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220 Commits (62573e5410c07bb5314c52af4ed2d29ff6ece503)