ghostfolio

Commit Graph

Author	SHA1	Message	Date
Sven Günther	6838584669	fix minor issues from feedback	3 weeks ago
Sven Günther	fa0471d21f	renaming annualizedDividendYield	3 weeks ago
Sven Günther	8359f48bc7	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	1 month ago
Thomas Kaul	f38a2d7ff1	Bugfix/investment value in portfolio summary (#6329 ) * Include currency effects in investment value of portfolio summary * Update changelog	2 weeks ago
Vahant Sharma	e668c6465e	Bugfix/time in market for impersonation mode (#6103 ) * Fix time in market for impersonation mode * Update changelog	2 months ago
Dibyendu Sahoo	db2c2426c6	Task/refactor interest to interestInBaseCurrency in portfolio summary interface (#5763 ) * Refactor interest to interestInBaseCurrency	5 months ago
Lagmator22	20da95239e	Task/refactor liabilities to liabilitiesInBaseCurrency in portfolio summary interface (#5725 ) * Refactor liabilities to liabilitiesInBaseCurrency	5 months ago
Flavien Lankai-Mills	c173998677	Task/refactor fire wealth from number to object in portfolio summary interface (#5644 ) * Refactor fire wealth from number to object in portfolio summary interface * Update changelog	5 months ago
Thomas Kaul	55e4d2fc7a	Feature/deprecate ITEM activity type in favor of BUY (#5093 ) * Deprecate ITEM activity type in favor of BUY * Update changelog	8 months ago
Thomas Kaul	a0f377e8eb	Feature/refactor ordersCount to activityCount (#4688 ) * Refactor ordersCount to activityCount	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	12 months ago
gizmodus	f360a12823	Feature/rework portfolio calculator (#3393 ) * Rework portfolio calculation * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	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	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	b12349a148	Feature/add support for interest on account level (#2354 ) * Add support for interest * 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	3 years ago
Thomas Kaul	7931e6950d	Feature/add support for liabilities (#1789 ) * Add support for liabilities * Update changelog	3 years ago
Thomas Kaul	f01a3f893d	Exclude accounts (#1289 ) * Exclude accounts * Update changelog	3 years ago
Thomas Kaul	7b6893b5ed	Feature/add support for emergency fund (#749 ) * Add support for emergency fund * Update changelog	4 years ago
Thomas Kaul	76f70598e2	Feature/add support for wealth items (#666 ) * Add support for wealth items * Update changelog	4 years ago
Thomas Kaul	9e1a7fc981	Feature/dividend (#547 ) * Add dividend to order type * Support dividend in transactions table * Support dividend in transaction dialog * Extend import file with dividend * Add dividend to portfolio summary * Update changelog Co-authored-by: Fly Man <fly.man.opensim@gmail.com>	4 years ago
Thomas Kaul	39f315aba0	Feature/add annualized performance (#364 ) * Add annualized performance * Update changelog	5 years ago
Thomas	98f44323da	Feature/improve usability of tabs on home page (#283 ) * Improve usability: lazy load endpoints on tab change * Feature/improve portfolio summary (#285) * Update changelog	5 years ago

24 Commits (6838584669275c7296180062ec2e79615075e30b)