Thomas Kaul
23e4d5454d
Feature/improve allocations by etf holding ( #3467 )
* Improve allocations by ETF holding
* Update changelog
1 year ago
Thomas Kaul
b12ac1fe84
Feature/simplify module imports of api ( #3443 )
* Simplify module imports
2 years ago
Thomas Kaul
e31b4c64cb
Feature/refactor holding detail dialog to standalone ( #3407 )
* Refactor holding detail dialog to standalone
* Update changelog
2 years ago
Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
2 years ago
Thomas Kaul
f2cb671c7f
Feature/optimize get porfolio details endpoint ( #3366 )
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
2 years ago
Thomas Kaul
f3d961bc16
Feature/move holdings table to holdings tab of home page ( #3368 )
* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
2 years ago
Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
2 years ago
Thomas Kaul
212aa6a63b
Feature/add date range support to portfolio holdings page ( #3303 )
* Add date range support
* Update changelog
2 years ago
Thomas Kaul
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
2 years ago
Thomas Kaul
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
2 years ago
Thomas Kaul
45340b581f
Bugfix/fix public page by including markets data ( #3263 )
* Include markets data
* Update changelog
2 years ago
Thomas Kaul
719bbe156e
Feature/optimize calculation of allocations by market ( #3249 )
* Optimize calculation of allocations by market
* Update changelog
2 years ago
Thomas Kaul
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
2 years ago
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
* Upgrade @types/big.js to version 6.2.2
* Refactor imports
2 years ago
Thomas Kaul
87bf8df1c3
Bugfix/missing performance chart in presenter view ( #3181 )
* Fix missing performance chart in presenter view
* Update changelog
2 years ago
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
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
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
* Integrate dividend into transaction point concept
* Update changelog
2 years ago
Thomas Kaul
c37ad9bad4
Bugfix/fix activities import ( #3095 )
* Fix query parameter handling of booleans
* 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
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
* Move break down of performance to general availability
* 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
e921ed7f52
Reorder imports ( #2988 )
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
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
underwater
7d68905f1b
Feature/use has permission annotation in endpoints ( #2771 )
* Use HasPermission in endpoints
* 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
fa627f686f
Bugfix/fix chart for account excluded from analysis ( #2534 )
* Fix chart for account excluded from analysis
* 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
0f7c6ff0fe
Bugfix/fix asset class of cash position for empty account ( #2378 )
* Fix assetClass and assetSubClass
* 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
622bb8b0cf
Feature/add allocations by market chart ( #2171 )
* Add allocations by (advanced) market
* Fix public page
* Update changelog
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
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
15c96a9757
Feature/add allocations by platform chart ( #1915 )
* Add allocations by platform
* Update changelog
3 years ago
Thomas Kaul
1ca3792a4b
Feature/clean up initial values from x ray ( #1914 )
* Clean up initial (original) values from X-Ray
* Refactor current to valueInBaseCurrency
* Update changelog
3 years ago
Thomas Kaul
513a564e2c
Restructure services ( #1891 )
3 years ago
Thomas Kaul
261a0fb0b9
Refactor AuthInterceptor ( #1764 )
* Refactor AuthInterceptor
* Refactor JwtStrategy
3 years ago
Thomas Kaul
6aae0cc1e4
Bugfix/fix issue with value in value redaction interceptor ( #1627 )
* Fix issue with value in value redaction interceptor
* Fix format of world map
* Update changelog
3 years ago
Thomas Kaul
52b3ad6dc3
Feature/refactor value redaction interceptor ( #1624 )
* Reuse redactAttributes()
* Update changelog
3 years ago
Thomas Kaul
271001f523
Feature/remove toggle on allocations page ( #1620 )
* Rename allocationCurrent, remove allocationInvestment
* Update changelog
3 years ago
Thomas Kaul
b20fa55b79
Feature/add filters to analytics page ( #1559 )
* Add filters to analysis page
* Update changelog
3 years ago
Thomas Kaul
66d5793528
Refactoring ( #1545 )
3 years ago
Thomas Kaul
e87b93f19c
Feature/add logo endpoint ( #1506 )
* Add logo endpoint
* Update changelog
3 years ago
Thomas Kaul
49dcade964
Feature/add date of first activity to holdings ( #1505 )
* Add date of first activity
* Update changelog
3 years ago
Thomas Kaul
3a78d6c3f1
Feature/add dividend timeline ( #1498 )
* Add dividend timeline
* Update changelog
Co-Authored-By: João Pereira <joao@jpereira.me>
3 years ago
Thomas Kaul
43426c9b01
Feature/restructure portfolio page ( #1429 )
* Restructure portfolio page
* Update changelog
3 years ago