Thomas Kaul
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fa627f686f
|
Bugfix/fix chart for account excluded from analysis (#2534)
* Fix chart for account excluded from analysis
* Update changelog
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2 years ago |
Thomas Kaul
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30e561c06f
|
Feature/extend assistant with search for asset profile (#2499)
* Extend assistant with search for asset profile
* Extend search results by currency, symbol and asset sub class
* Update changelog
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2 years ago |
Thomas Kaul
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550e646079
|
Feature/introduce assistant (#2451)
* Introduce assistant
* Update changelog
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2 years ago |
Thomas Kaul
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8236091477
|
Feature/add support for search query in portfolio position endpoint (#2443)
* Introduce search query filter
* Update changelog
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2 years ago |
Thomas Kaul
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5fa0540936
|
Feature/add emergency fund setup to static portfolio analysis rules (#2400)
* Add new static portfolio analysis rule: Emergency fund setup
* Update changelog
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2 years ago |
Thomas Kaul
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0b2f6a312c
|
Sort imports (#2399)
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2 years ago |
Thomas Kaul
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0f7c6ff0fe
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Bugfix/fix asset class of cash position for empty account (#2378)
* Fix assetClass and assetSubClass
* Update changelog
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2 years ago |
Thomas Kaul
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b12349a148
|
Feature/add support for interest on account level (#2354)
* Add support for interest
* Update changelog
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2 years ago |
Thomas Kaul
|
b21884eb66
|
Feature/harmonize logger output (#2321)
* Harmonize logger output
* Update changelog
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2 years ago |
Thomas Kaul
|
bc33e5f147
|
Feature/remove deprecated environment variable base currency (#2255)
* Remove the deprecated environment variable BASE_CURRENCY
* Update changelog
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2 years ago |
Thomas Kaul
|
0b59fc639d
|
Feature/upgrade prettier to version 3 (#2163)
* Upgrade prettier to version 3.0.2
* Prettify code
* Update changelog
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2 years ago |
Thomas Kaul
|
d4fea075af
|
Feature/include unavailable data in allocations by market chart (#2190)
* Include unavailable data in allocations by market chart
* Update changelog
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2 years ago |
Hugo Persson
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cef7fa79de
|
Fix total account value calculation for liabilities (#2184)
* Fix calculation
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
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2 years ago |
Thomas Kaul
|
622bb8b0cf
|
Feature/add allocations by market chart (#2171)
* Add allocations by (advanced) market
* Fix public page
* Update changelog
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2 years ago |
Thomas Kaul
|
c9353d0a39
|
Support account balance time series (#2166)
* Initial setup
* Support account balance in export
* Handle account balance update
* Add schema migration
* Update changelog
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2 years ago |
Thomas Kaul
|
d5b3c52602
|
Refactor value to valueInBaseCurrency (#2164)
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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)
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2 years ago |
Thomas Kaul
|
ed735e0b29
|
Feature/disable caching in health check endpoints for data providers (#2147)
* Disable caching in health check endpoint
* Update changelog
|
2 years ago |
Thomas Kaul
|
54ea6c84b4
|
Feature/add caching for quotes (#2095)
* Add caching for quotes
* Update changelog
|
2 years ago |
Thomas Kaul
|
7931e6950d
|
Feature/add support for liabilities (#1789)
* Add support for liabilities
* Update changelog
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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
|
2 years ago |
Thomas Kaul
|
ef4a75d1f0
|
Feature/improve market price of first buy date in chart of position detail dialog (#1956)
* Improve market price on first buy date: market price or average price
* Update changelog
|
2 years ago |
Thomas Kaul
|
c19984c3d0
|
Bugfix/fix missing platform name in allocations by platform (#1918)
* Fix missing platform name
* Update changelog
|
2 years ago |
Thomas Kaul
|
15c96a9757
|
Feature/add allocations by platform chart (#1915)
* Add allocations by platform
* Update changelog
|
2 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
|
2 years ago |
Thomas Kaul
|
e61b3b34a7
|
Eliminate getSymbolProfilesBySymbols() (#1912)
|
2 years ago |
Thomas Kaul
|
a5f0f48ddb
|
Fix accounts page (#1908)
* Add guards
* Update changelog
|
2 years ago |
Thomas Kaul
|
f4c748f67a
|
Feature/extend support for impersonation mode (#1898)
* Support impersonation of all users for local development
* Update changelog
|
2 years ago |
Francisco Silva
|
672d8dfab2
|
Fix/holdings always include cash position (#1897)
* Improved holdings table showing cash position also when the filter contains accounts
* Update changelog
|
2 years ago |
Thomas Kaul
|
7b77dc044a
|
Feature/add state to market data database schema (#1893)
* Add state (CLOSE / INTRADAY) to MarketData
* Update changelog
|
2 years ago |
Thomas Kaul
|
513a564e2c
|
Restructure services (#1891)
|
2 years ago |
Thomas Kaul
|
cddea0401f
|
Feature/add data source as unique constraint to market data schema (#1889)
* Add dataSource as unique constraint to MarketData schema
* Update changelog
|
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
|
5eff8402db
|
Release/1.258.0 (#1878)
* Release 1.258.0
* Introduce data source mapping
* Update changelog
|
2 years ago |
Thomas Kaul
|
4c907d56f0
|
Improve message (#1859)
|
2 years ago |
Thomas Kaul
|
6d56146054
|
Feature/add support for multiple subscription offers (#1818)
* Setup for multiple subscription offers
* Update changelog
|
2 years ago |
Thomas Kaul
|
0c85380dbf
|
Feature/refactor portfolio calculator (#1803)
* Refactor chart calculation in portfolio calculator
* Update changelog
|
2 years ago |
Thomas Kaul
|
bc6e9a8b68
|
Bugfix/fix total amount calculation in portfolio evolution chart (#1799)
* Fix total amount calculation
* Update changelog
|
2 years ago |
Thomas Kaul
|
261a0fb0b9
|
Refactor AuthInterceptor (#1764)
* Refactor AuthInterceptor
* Refactor JwtStrategy
|
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
|
85052bc9bc
|
Bugfix/fix buying power calculation with emergency fund tag (#1713)
* Fix buying power calculation
* Update changelog
|
2 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
|
2 years ago |
Thomas Kaul
|
2e7f46ad78
|
Feature/allow account for activity of type item (#1641)
* Support linking wealth items to account
* Update changelog
|
2 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
|
2 years ago |
Thomas Kaul
|
52b3ad6dc3
|
Feature/refactor value redaction interceptor (#1624)
* Reuse redactAttributes()
* Update changelog
|
2 years ago |
Thomas Kaul
|
6cd51fb044
|
Feature/hide irrelevant errors in client (#1623)
* Hide irrelevant errors in client
* Update changelog
|
2 years ago |
Thomas Kaul
|
271001f523
|
Feature/remove toggle on allocations page (#1620)
* Rename allocationCurrent, remove allocationInvestment
* Update changelog
|
2 years ago |
Thomas Kaul
|
a7e513a6d1
|
Bugfix/fix filtered value for emergency fund (#1619)
* Fix filtered value
* Update changelog
|
2 years ago |
Thomas Kaul
|
a834ef6b4c
|
Release 1.228.1 (#1617)
|
2 years ago |