helgehatt
b41eb60348
Fix chart tooltip of benchmark comparator ( #3167 )
* Fix chart tooltip of benchmark comparator
* 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
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
* Fix total dividend calculation
* Update changelog
2 years ago
gizmodus
0bca8897d6
Fix average price calculation by only considering BUY transactions ( #3125 )
* Fix average price calculation by only considering buy transactions
* Update changelog
2 years ago
Thomas Kaul
b642ce08e5
Refactor item type ( #3119 )
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
4ab3f81384
Extract getFactor() ( #3089 )
* Extract getFactor()
* Refactoring
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
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
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
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
Thomas Kaul
b21884eb66
Feature/harmonize logger output ( #2321 )
* Harmonize logger output
* 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
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
aafedd5f75
Feature/increase robustness if live data is missing ( #1884 )
* Continuously persist today's market data
* Add fallback to historical market data if data provider does not provide live data
* Update changelog
3 years ago
Thomas Kaul
4c907d56f0
Improve message ( #1859 )
3 years ago
Thomas Kaul
0c85380dbf
Feature/refactor portfolio calculator ( #1803 )
* Refactor chart calculation in portfolio calculator
* Update changelog
3 years ago
Thomas Kaul
bc6e9a8b68
Bugfix/fix total amount calculation in portfolio evolution chart ( #1799 )
* Fix total amount calculation
* Update changelog
3 years ago
Thomas Kaul
897e941e7a
Feature/add data provider info to position ( #1730 )
* Add data provider info
* Update changelog
3 years ago
Thomas Kaul
f7597c213d
Feature/add dividend and fees to position detail dialog ( #1643 )
* Add dividend and fees to position detail dialog
* Update changelog
3 years ago
Thomas Kaul
6cd51fb044
Feature/hide irrelevant errors in client ( #1623 )
* Hide irrelevant errors in client
* Update changelog
3 years ago
Yash Solanki
925d38703e
Feature/add group by year option on analysis page ( #1568 )
* Add group by year option
3 years ago
Thomas Kaul
fc1507de4f
Clean up ( #1423 )
3 years ago
Thomas Kaul
3b6e0b20e2
Add test case ( #1399 )
* Add test case
* Fix calculation for portfolio evolution chart
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
3 years ago
Thomas Kaul
5c6cc4fed5
Handle division by zero ( #1398 )
3 years ago
Thomas Kaul
048900d01b
Bugfix/improve performance calculation for sell activitities ( #1388 )
* Improve performance calculation for SELL activities
* Update changelog
Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
3 years ago
Thomas Kaul
f9e04022f4
Remove TWR calculation ( #1377 )
3 years ago
Thomas Kaul
a65424aafa
Feature/add total amount chart to investment timeline ( #1344 )
* Add total amount chart
* Update changelog
3 years ago
Thomas Kaul
b018819a1f
Bugfix/fix todays performance and chart calculation ( #1333 )
* Fix today's performance and chart calculation
* Update changelog
3 years ago
Thomas Kaul
7667af059c
Feature/combine performance and chart calculation ( #1285 )
* Combine performance and chart calculation endpoints
* Update changelog
3 years ago
Thomas Kaul
b1b5689242
Feature/improve performance of chart calculation ( #1271 )
* Improve performance chart calculation
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Improve chart tooltip of benchmark comparator
* Update changelog
Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
3 years ago
Thomas Kaul
263f6b32f2
Bugfix/fix performance chart calculation ( #1267 )
* Respect end date in performance chart calculation
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
3 years ago
Thomas Kaul
3b2f13850c
Feature/improve chart calculation ( #1226 )
* Improve chart calculation
* Update changelog
3 years ago
Thomas Kaul
0cc42ffd7c
Add end date parameter ( #1224 )
* Add end date parameter
3 years ago
Thomas Kaul
35963580bc
Bugfix/improve error handling in portfolio calculations ( #1215 )
* Improve error handling
* Update changelog
3 years ago
Thomas Kaul
e444d717e5
Add tests for investments by month ( #1089 )
* Fix investments by month
* Add tests for investments and investments by month
* Update changelog
3 years ago
Thomas Kaul
60e2aff488
Extend investment timeline by month ( #1066 )
* Extend investment timeline grouped by month
* Update changelog
3 years ago
Thomas Kaul
e63578d8ce
Feature/add guards to local comparison ( #986 )
* Add guards
* Improve labels
4 years ago
Thomas Kaul
af0863d193
Bugfix/fix currency conversion in accounts ( #937 )
* Fix currency conversion in accounts
* Update changelog
4 years ago
Thomas Kaul
ba7c98d325
Add test case for BUY and SELL (partially) ( #826 )
* Add test case for BUY and SELL (partially)
* Fix investment calculation for sell activities
* Do not show total value if sell activity
* Update changelog
4 years ago
Thomas Kaul
67f2b326f3
Switch to new calculation engine ( #814 )
* Switch to new calculation engine
* Clean up old portfolio calculation engine (#815 )
* Rename new portfolio calculation engine (#816 )
* Update changelog
4 years ago
Thomas Kaul
e4908b51aa
Feature/add context to logger ( #745 )
* Add contexts
* Update changelog
4 years ago