Thomas Kaul
|
9d6214e93a
|
Bugfix/fix fees calculation in portfolio summary (#3567)
* Fix fees calculation
* Update changelog
|
1 year ago |
Thomas Kaul
|
9ecc3176a5
|
Feature/improve treemap chart for holdings (#3563)
* Various improvements
* Introduce permission: accessHoldingsChart
* Improve style of toggle
* Add border radius
* Update changelog
|
1 year ago |
Thomas Kaul
|
744dc51dcd
|
Bugfix/fix pagination issue in activities endpoint by adding secondary sort criterion (#3554)
* Add id as secondary sort criterion to ensure consistent ordering
* Update changelog
|
2 years ago |
Thomas Kaul
|
35b4aef06f
|
Feature/improve market state logic for forex in eod historical data service (#3550)
|
2 years ago |
Thomas Kaul
|
d49b90d7a5
|
Feature/refresh cryptocurrencies list 20240706 (#3544)
* Refresh cryptocurrencies list
* Update changelog
|
2 years ago |
Thomas Kaul
|
ffc6309850
|
Feature/refactor thresholds of x ray rules (#3545)
* Refactor thresholds
* Update changelog
|
2 years ago |
Achal
|
7067aca04b
|
Feature/replace twitter.com with x.com (#3535)
* Replace twitter.com with x.com
|
2 years ago |
Thomas Kaul
|
1c9805bb96
|
Feature/improve allocations by etf holding for impersonation mode (#3534)
* Improve allocations by ETF holding for impersonation mode
* Update changelog
|
2 years ago |
Chang-Yen Tseng
|
8227a2d91a
|
Feature/improve detection of json used via scraper configuration (#3539)
* Improve detection of json
* Update changelog
|
2 years ago |
Thomas Kaul
|
dcec3accf0
|
Feature/improve caching of benchmarks (#3530)
* Improve caching
* Update changelog
|
2 years ago |
Thomas Kaul
|
f08b0b570b
|
Feature/support derived currencies in currency validation (#3529)
* Support derived currencies in currency validation
* Update changelog
|
2 years ago |
Thomas Kaul
|
8386fec98a
|
Feature/automatic deletion of unused asset profiles (#3525)
* Automatic deletion of unused asset profiles
* Update changelog
|
2 years ago |
Thomas Kaul
|
76890e63fa
|
Bugfix/fix all time high in benchmarks (#3527)
* Fix all time high
* Update changelog
|
2 years ago |
Thomas Kaul
|
ee086638f3
|
Feature/add benchmarks preset to admin control panel (#3513)
* Add benchmarks preset
* Update changelog
|
2 years ago |
Thomas Kaul
|
58d1abbd38
|
Feature/clean up imports (#3514)
* Clean up imports
|
2 years ago |
Thomas Kaul
|
ba979cbae2
|
Bugfix/fix addition of manual asset without market data (#3516)
* Provide default value
* Update changelog
|
2 years ago |
Thomas Kaul
|
8cda43bb63
|
Bugfix/persist intraday market data only if market state is open (#3509)
* Persist INTRADAY data only if market state is open
* Update changelog
|
2 years ago |
Eduardo Marinho
|
ff121243e4
|
Feature/extend asset profile for currency (#3495)
* Extend asset profile for currency
* Update changelog
|
2 years ago |
Thomas Kaul
|
a201fc7a97
|
Feature/upgrade stripe dependencies 20240617 (#3499)
* Upgrade Stripe dependencies
* Update changelog
|
2 years ago |
Thomas Kaul
|
519827045a
|
Feature/add dialog for benchmarks in markets overview (#3493)
* Add benchmarks dialog in markets overview
* Update changelog
|
2 years ago |
Thomas Kaul
|
bf20a5de82
|
Feature/improve date validation in activity endpoints (#3489)
* Improve date validation
* Update changelog
|
2 years ago |
Eduardo Marinho
|
873fd53715
|
Feature/extend market data with currencies preset by activities count and date (#3460)
* Extend market data with currencies preset by activities count and date
* Update changelog
|
2 years ago |
Thomas Kaul
|
cc92592d86
|
Feature/refactor personal finance tools section (#3478)
* Refactoring
|
2 years ago |
Thomas Kaul
|
23e4d5454d
|
Feature/improve allocations by etf holding (#3467)
* Improve allocations by ETF holding
* Update changelog
|
2 years ago |
Thomas Kaul
|
8a9ae9bb33
|
Feature/allocations by etf holding (#3464)
* Setup allocations by ETF holding
* Update changelog
|
2 years ago |
Thomas Kaul
|
af65a99398
|
Feature/extend personal finance tools 20240604 (#3457)
* Add Koyfin
* Add Navexa
* Add Stonksfolio
|
2 years ago |
Dan
|
17078aeafd
|
chore: Use protected instead of private methods for logging
|
2 years ago |
Dan
|
92a4f5fbcb
|
chore: Update portfolio-calculator.ts to use DataSource enum instead of string
|
2 years ago |
Dan
|
66b2ab57ca
|
Add LogPerformance functionality to several refactored methods
|
2 years ago |
Dan
|
127587878d
|
Added LogPerformance
|
2 years ago |
Eduardo Marinho
|
1a0cb561cd
|
Feature/add ability to close user account (#3444)
* Add ability to close user account
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
2 years ago |
Thomas Kaul
|
98a9523eee
|
Feature/extend personal finance tools (#3448)
|
2 years ago |
Thomas Kaul
|
0e08d8830e
|
Handle reduce of empty array (#3446)
|
2 years ago |
Thomas Kaul
|
c009f8c12f
|
Feature/add data provider info to asset profile details dialog (#3434)
* Add data provider info to asset profile details dialog
* Update changelog
|
2 years ago |
Thomas Kaul
|
b12ac1fe84
|
Feature/simplify module imports of api (#3443)
* Simplify module imports
|
2 years ago |
Thomas Kaul
|
918d0b85d4
|
Feature/update passport dependencies (#3433)
* Update passport dependencies
* Refactor Google strategy
* Update changelog
|
2 years ago |
Thomas Kaul
|
e31b4c64cb
|
Feature/refactor holding detail dialog to standalone (#3407)
* Refactor holding detail dialog to standalone
* Update changelog
|
2 years ago |
Thomas Kaul
|
812ff5cbdc
|
Feature/refresh cryptocurrencies list 20240514 (#3411)
* Refresh cryptocurrencies list
* Update changelog
|
2 years ago |
Thomas Kaul
|
5ea3a187f4
|
Feature/upgrade body parser to version 1.20.2 (#3406)
* Upgrade body-parser to version 1.20.2
* Update changelog
|
2 years ago |
Dan
|
766482af1a
|
Fix tests
|
2 years ago |
Dan
|
a539286968
|
Fix Asset allocation overview
|
2 years ago |
Dan
|
969aa2ae4a
|
Fix Constant portfolio Rate of return
|
2 years ago |
Daniel Devaud
|
82882bfa66
|
Fix null handling
|
2 years ago |
Daniel Devaud
|
7de92569c1
|
Fix null handling and add error logger
|
2 years ago |
Gerard Du Pre
|
8319b216bb
|
Feature/support delete activities with filtering (#3394)
* Support delete activities with filtering
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
2 years ago |
Daniel Devaud
|
84736c51f7
|
Fix Calculation
|
2 years ago |
Daniel Devaud
|
fdd8ccc7a8
|
Refactoring
|
2 years ago |
Daniel Devaud
|
f937f710f9
|
Handle absent market unit price
|
2 years ago |
Daniel Devaud
|
35237ecf95
|
Add Performance Log and Correct var assignement
|
2 years ago |
Daniel Devaud
|
f3cb92a704
|
Refactor time weighted graph
|
2 years ago |