Thomas Kaul
|
6cd79fab31
|
Feature/rename TWR to ROAI (#4453)
* Rename TWR to ROAI
|
1 month ago |
Thomas Kaul
|
8b353fbf66
|
Feature/introduce Promise.all() in getPerformance() of portfolio service (#4381)
* Introduce Promise.all()
* Update changelog
|
2 months ago |
csehatt741
|
035306d4d8
|
Feature/add createdAt to snapshot and public portfolio endpoint response (#4350)
* Add createdAt to snapshot and public portfolio endpoint response
* Update changelog
---------
Co-authored-by: Verbindolai <nikolaiwieczorek@web.de>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
2 months ago |
csehatt741
|
634bdf16d6
|
Feature/extend portfolio snapshot by activities count (#4352)
* Extend portfolio snapshot by activities count
* Update changelog
|
2 months ago |
Shaunak Das
|
ece8c80aa1
|
Feature/regional market cluster risk for Asia-Pacific (#4313)
* Add regional market cluster risk for Asia-Pacific
* Update changelog
|
2 months ago |
Shaunak Das
|
b616274380
|
Feature/add regional market cluster risk for Japan (#4309)
* Add regional market cluster risk for Japan
* Update changelog
|
2 months ago |
Shaunak Das
|
dee612b2a2
|
Feature/add regional market cluster risk for emerging markets (#4291)
* Add regional market cluster risk for emerging markets
* Update changelog
|
3 months ago |
Shaunak Das
|
06298089db
|
Feature/add regional market cluster risk rule for Europe (#4271)
* Add regional market cluster risk rule for Europe
* Update changelog
|
3 months ago |
Shaunak Das
|
8bd869e1b2
|
Feature/add regional market cluster risk for north america (#4240)
* Add regional market cluster risk for north america
* Update changelog
|
3 months ago |
Szymon Łągiewka
|
ca45098de3
|
Feature/refactor various lodash functions with native JavaScript equivalents (#4170)
* Refactored various lodash functions with native JavaScript equivalents
* Update changelog
|
4 months ago |
Thomas Kaul
|
6ee6121317
|
Feature/set up asset class cluster risk x-ray rule (#4128)
* Set up Asset Class Cluster Risk rule (equity)
* Set up Asset Class Cluster Risk rule (fixed income)
* Update changelog
|
4 months ago |
Thomas Kaul
|
943ff2f0dc
|
Feature/improve usability of X-ray page by hiding empty rule categories (#4108)
* Hide empty rule categories
* Update changelog
|
4 months ago |
Thomas Kaul
|
6ad9661d7f
|
Feature/improve language localization for de 20241214 (#4123)
* Update translations
* Update changelog
|
4 months ago |
Thomas Kaul
|
6341a6de6a
|
Feature/refactor X-ray summary (#4116)
* Refactor report statistics
|
5 months ago |
Thomas Kaul
|
0841f8bd5b
|
Bugfix/fix exception in portfolio calculator (#4113)
* Fix exception in portfolio calculator
* Update changelog
|
5 months ago |
Thomas Kaul
|
291be3e605
|
Feature/extend X-ray page by summary (#4107)
* Add summary to X-ray page
* Update changelog
|
5 months ago |
Thomas Kaul
|
ebef361d63
|
Bugfix/fix exception in portfolio calculator (#4109)
* Fix exception in portfolio calculator
* Update changelog
|
5 months ago |
Amandee Ellawala
|
6057794eb6
|
Feature/extend assistant by holding selector (#4031)
* Extend assistant by holding selector
* Update changelog
|
6 months ago |
Thomas Kaul
|
190bb4b6fb
|
Feature/refactor data gathering items (#4032)
* Refactoring
|
6 months ago |
Thomas Kaul
|
5de176a7ef
|
Feature/rename allocation cluster risk x ray rule (#3994)
* Rename Allocation Cluster Risk to Economic Market Cluster Risk
* Update changelog
|
6 months ago |
dw-0
|
6a10b932b0
|
Feature/Switch consistent-type-assertions eslint rule from warn to error (#3982)
* Switch consistent-type-assertions eslint rule from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
|
6 months ago |
Thomas Kaul
|
fccac5640d
|
Bugfix/fix calculation of allocation cluster risk x ray rules (#3988)
* Fix calculation of allocation cluster risk X-ray rules
* Update changelog
|
6 months ago |
Ivan Skvortsov
|
19b8c514f2
|
Feature/Add static portfolio analysis rule for developed Markets (#3975)
* Add static portfolio analysis rule: Allocation Cluster Risk (Developed Markets)
* Update changelog
|
6 months ago |
vitalymatyushik
|
d325f8bfaf
|
Feature/Add static portfolio analysis rule for emerging Markets (#3949)
* Add static portfolio analysis rule: Allocation Cluster Risk (Emerging Markets)
* Update changelog
|
6 months ago |
Thomas Kaul
|
308d3b64b1
|
Feature/Remove empty constructors (#3958)
* Remove empty constructors
|
6 months ago |
Thomas Kaul
|
ce6f175f9a
|
Bugfix/fix usage of processor portfolio snapshot computation concurrency env variable (#3936)
* Fix usage of PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_CONCURRENCY
* Update changelog
|
6 months ago |
Thomas Kaul
|
6696a4447a
|
Feature/Refactor test ok-novn-buy-and-sell-partially to load json file (#3935)
* Refactor test to load json file
|
6 months ago |
Thomas Kaul
|
f8da265f5f
|
Feature/restructure XRayRulesSettings (#3898)
* Restructure XRayRulesSettings
* Update changelog
|
7 months ago |
Dhaneshwari Tendle
|
7a11bb93d5
|
Feature/Set up unit test that loads activity from exported json file (#3901)
* Set up unit test that loads activity from exported json file
* Update changelog
|
7 months ago |
Thomas Kaul
|
73cd2f9cb7
|
Bugfix/fix exception in portfolio details endpoint (#3896)
* Fix exception caused by markets and marketsAdvanced
* Update changelog
|
7 months ago |
dw-0
|
fc5ed887ff
|
Feature/Set prefer-const to error in eslint configuration (#3888)
* Set prefer-const to error in eslint configuration
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
|
7 months ago |
Thomas Kaul
|
14b88edff6
|
Feature/extend MSFT buy with dividend test (#3891)
* Extend test
|
7 months ago |
Thomas Kaul
|
29d3b762a8
|
Feature/switch typescript-eslint no-unused-vars to error (#3887)
* Switch @typescript-eslint/no-unused-vars to error
|
7 months ago |
Thomas Kaul
|
bce18f7261
|
Feature/reuse advanced markets calculation in portfolio details endpoint (#3884)
|
7 months ago |
Thomas Kaul
|
f48ce4e1ae
|
Feature/reuse markets calculation in portfolio details endpoint (#3883)
* Reuse markets calculation in portfolio details endpoint
* Update changelog
|
7 months ago |
ceroma
|
ecd75b5d8a
|
Feature/optimize portfolio snapshot computation by reusing date intervals (#3855)
* Optimize portfolio snapshot computation by reusing date intervals
* Update changelog
|
7 months ago |
Thomas Kaul
|
f3e2091ff4
|
Feature/refactor markets calculation in details of portfolio service (#3871)
* Refactor markets calculation
|
7 months ago |
Thomas Kaul
|
bcc8cb1e5b
|
Feature/modernize rules implementation (#3869)
* Modernize rules implementation
* Include markets in details
|
7 months ago |
Thomas Kaul
|
413076141c
|
Bugfix/fix calculation of allocations by market (#3853)
* Fix calculation of allocations by market (unknown)
* Update changelog
|
7 months ago |
ceroma
|
2ad91e5796
|
Feature/optimize portfolio calculations with smarter date interval selection (#3829)
* Optimize portfolio calculations with smarter date interval selection
* Update changelog
|
7 months ago |
ceroma
|
33de8a10bb
|
Feature/optimize portfolio calculations with smarter cloning of activities (#3827)
* Optimize portfolio calculations with smarter cloning of activities
* Update changelog
|
7 months ago |
Thomas Kaul
|
bb445ddf2e
|
Feature/improve experimental chart in account detail dialog (#3813)
* Improve chart in account detail dialog
* Update changelog
|
7 months ago |
Thomas Kaul
|
583c14128b
|
Feature/extend public api with portfolio performance metrics endpoint (#3762)
* Extend Public API with portfolio performance metrics endpoint
* Update changelog
|
7 months ago |
Thomas Kaul
|
3de192c65e
|
Feature/expose thresholds in rule settings (#3770)
|
7 months ago |
Thomas Kaul
|
9fb80e5067
|
Feature/remove accounts from holding endpoint (#3765)
* Clean up accounts
|
7 months ago |
Shaunak Das
|
323cfbfcaa
|
Feature/introduce filters in account endpoint (#3764)
* Introduce filters in acount endpoint
* Integrate endpoint in holding detail dialog
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
8 months ago |
Thomas Kaul
|
403ee2741d
|
Feature/set up portfolio snapshot queue (#3725)
* Set up portfolio snapshot queue
* Update changelog
|
8 months ago |
Thomas Kaul
|
df5e2f5f0e
|
Feature/extract common CACHE_TTL as constants (#3722)
Extract CACHE_TTL
* CACHE_TTL_NO_CACHE
* CACHE_TTL_INFINITE
|
8 months ago |
Thomas Kaul
|
c48e4ec4c6
|
Feature/improve usage of portfolio calculator in holding endpoint (#3727)
* Improve usage of portfolio calculator
|
8 months ago |
Thomas Kaul
|
71a568264d
|
Feature/improve portfolio snapshot caching (#3717)
* Improve portfolio snapshot caching
* Update changelog
|
8 months ago |