Thomas Kaul
|
7fa6eda45d
|
Feature/remove emergency fund as asset class (#1615)
* Remove emergency fund as asset class
* Update changelog
|
2 years ago |
Yash Solanki
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bb99141e9c
|
Fix group by month/year not working for YTD (#1598)
* Set time to 00:00:00 when getting current timestamp
* Update changelog
|
2 years ago |
Thomas Kaul
|
d147c2313f
|
Feature/support assets in emergency fund (#1601)
* Support assets in emergency fund
* Update changelog
|
2 years ago |
Thomas Kaul
|
a7e5a316be
|
Bugfix/fix big.js exception in report endpoint (#1586)
* Fix exception with missing marketPrice
* Update changelog
|
2 years ago |
Thomas Kaul
|
a850e8ca22
|
Import dividend (#1560)
* Import dividend
* Update changelog
|
2 years ago |
Yash Solanki
|
925d38703e
|
Feature/add group by year option on analysis page (#1568)
* Add group by year option
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2 years ago |
Thomas Kaul
|
b20fa55b79
|
Feature/add filters to analytics page (#1559)
* Add filters to analysis page
* Update changelog
|
2 years ago |
Thomas Kaul
|
66d5793528
|
Refactoring (#1545)
|
2 years ago |
Thomas Kaul
|
e87b93f19c
|
Feature/add logo endpoint (#1506)
* Add logo endpoint
* Update changelog
|
2 years ago |
Thomas Kaul
|
49dcade964
|
Feature/add date of first activity to holdings (#1505)
* Add date of first activity
* Update changelog
|
2 years ago |
Thomas Kaul
|
3a78d6c3f1
|
Feature/add dividend timeline (#1498)
* Add dividend timeline
* Update changelog
Co-Authored-By: João Pereira <joao@jpereira.me>
|
2 years ago |
Thomas Kaul
|
292d345ce0
|
Feature/support manual currency for fee (#1490)
* Support manual currency for fee
* Update changelog
|
2 years ago |
Thomas Kaul
|
be14458437
|
Bugfix/fix division by zero error in cash positions calculation (#1462)
* Handle division by zero
* Update changelog
|
2 years ago |
Thomas Kaul
|
fc1507de4f
|
Clean up (#1423)
|
3 years ago |
Thomas Kaul
|
33fd1282e5
|
Bugfix/fix cash position in user currency (#1433)
* Initialize cash positions with user currency
* Update changelog
|
3 years ago |
Thomas Kaul
|
43426c9b01
|
Feature/restructure portfolio page (#1429)
* Restructure portfolio page
* Update changelog
|
3 years ago |
Thomas Kaul
|
2a1339b61e
|
Feature/improve usage of premium indicator component (#1421)
* Improve usage of premium indicator component
* Update changelog
|
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
|
4c893c4dcc
|
Bugfix/fix public page (#1408)
* Fix public page
* Update changelog
|
3 years ago |
Thomas Kaul
|
5c6cc4fed5
|
Handle division by zero (#1398)
|
3 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
|
ae85398c3d
|
Fix test description (#1379)
|
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
|
47f84dab06
|
Remove postfix (#1360)
|
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
|
3fc2228f1d
|
Feature/switch to new performance calculation (#1336)
* Switch to new performance calculation
* 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
|
c2df99072d
|
Feature/refactor filters (#1299)
* Refactor filters
Co-Authored-By: Zakaria YAHI <9142557+ZakYahi@users.noreply.github.com>
|
3 years ago |
Thomas Kaul
|
f01a3f893d
|
Exclude accounts (#1289)
* Exclude accounts
* 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
|
d4c3a9d1e8
|
Feature/add percentage visualization of the current filter (#1268)
* Add percentage visualization of the active filter
* Update changelog
|
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
|
4f8fe83a16
|
Feature/clean up user database schema (#1242)
* Clean up user database schema
* Update changelog
|
3 years ago |
Thomas Kaul
|
fc4bb71184
|
Feature/migrate date range setting to user settings (#1239)
* Migrate date range to user settings
* Refactor currency and view mode in the user user settings
* Update changelog
|
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
|
0e29278e96
|
Feature/add alias to access (#1193)
* Add alias to access
* 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
|
0e0592180f
|
Add current month (#1067)
|
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
|
30835ced88
|
Bugfix/fix holdings for basic users (#1064)
* Fix holdings for basic users
* Update changelog
|
3 years ago |
Thomas Kaul
|
c0f19d56ec
|
Feature/add account detail dialog (#1047)
* Add account detail dialog
* Update changelog
|
3 years ago |
Thomas Kaul
|
f7bf6e652b
|
Feature/add icon and name to positions table (#1040)
* Add icon and name
* Update changelog
|
3 years ago |
Thomas Kaul
|
1ff736537c
|
Feature/add positions table to public page (#1037)
* Add positions table
* Update changelog
|
3 years ago |
Thomas Kaul
|
cff8acd7b1
|
Clean up (#1022)
|
3 years ago |
Thomas Kaul
|
aba562cb35
|
Bugfix/fix error handling for missing market prices (#1023)
* Add fallback for missing market price
* Update changelog
|
3 years ago |
Thomas Kaul
|
3332ade3d3
|
Feature/filter public endpoint by equity asset class (#1014)
* Filter by ASSET_CLASS: EQUITY
* Update changelog
|
3 years ago |