Thomas Kaul
14b88edff6
Feature/extend MSFT buy with dividend test ( #3891 )
* Extend test
6 months ago
gizmodus
f360a12823
Feature/rework portfolio calculator ( #3393 )
* Rework portfolio calculation
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
8 months ago
Thomas Kaul
4efd5cefd8
Bugfix/calculation of portfolio summary caused by future liabilities ( #3342 )
* Adapt date of future activities
* Update changelog
12 months ago
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities ( #3118 )
* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
1 year ago
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
* Integrate dividend into transaction point concept
* Update changelog
1 year ago
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
1 year ago
gizmodus
be801b481e
Feature/Add exchange rate effects to portfolio calculation ( #2834 )
* Add exchange rate effects to portfolio calculation
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
93b6011ddc
Feature/refactor get range in market data service ( #2631 )
* Refactor to unique asset in getRange()
* Update changelog
1 year ago
Thomas Kaul
513a564e2c
Restructure services ( #1891 )
2 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
2 years ago
Thomas Kaul
897e941e7a
Feature/add data provider info to position ( #1730 )
* Add data provider info
* Update changelog
2 years ago
Thomas Kaul
71c5412dd5
Add test case: sell partially with huge gain ( #1380 )
* Add test case: sell partially with huge gain
3 years ago
Thomas Kaul
af0863d193
Bugfix/fix currency conversion in accounts ( #937 )
* Fix currency conversion in accounts
* Update changelog
3 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
3 years ago
Thomas Kaul
809ee97f6f
Add tests ( #693 )
3 years ago