Daniel Devaud
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371ce7ee93
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Added Timeweighted performance + huge refactoring
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2 years ago |
Thomas Kaul
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51a0ede3e4
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Feature/introduce lazy loaded activities table (#2729)
* Introduce lazy-loaded activities table
* Add icon column
* Emit paginator event
* Add pagination logic
* Integrate total items
* Update changelog
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2 years ago |
Thomas Kaul
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377ba75e4c
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Add support to delete a cash balance (#2707)
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2 years ago |
Thomas Kaul
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6f4fd0826c
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Feature/respect with excluded accounts flag in get account balances (#2697)
* Respect withExcludedAccounts in getAccountBalances()
* Update changelog
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2 years ago |
Thomas Kaul
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2b491dc732
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Extend performance endpoint by net worth per day (#2574)
* Extend performance endpoint by net worth per day
* Update changelog
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2 years ago |
Thomas Kaul
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8898d02442
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Bugfix/fix cannot read properties of undefined reading items in get position (#2667)
* Fix "Cannot read properties of undefined (reading 'items')"
* Update changelog
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2 years ago |
Dan
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3798d4c831
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Added further date ranges
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2 years ago |
Dan
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e741ce79da
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Handle Error if only free stocks + removed lock
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2 years ago |
Dan
|
21955f3c09
|
Fix too many bind Parameters
|
2 years ago |
Daniel Devaud
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9ad0cfae17
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Added ToDo for date in queries
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2 years ago |
Thomas Kaul
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93b6011ddc
|
Feature/refactor get range in market data service (#2631)
* Refactor to unique asset in getRange()
* Update changelog
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2 years ago |
Dan
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a6880e1aff
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First try adding tag to portfolio performance analysis
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2 years ago |
Thomas Kaul
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35f98b9d2d
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Bugfix/handle failing database query for account find many (#2598)
* Handle issue with account.findMany() -> where: { id: { in: [ null ] } }
* Update changelog
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2 years ago |
Thomas Kaul
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fa627f686f
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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 |
Dan
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caf1aa059a
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Fix format
|
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
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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
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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)
|
2 years ago |
Thomas Kaul
|
0f7c6ff0fe
|
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
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b21884eb66
|
Feature/harmonize logger output (#2321)
* Harmonize logger output
* Update changelog
|
2 years ago |
Thomas Kaul
|
bc33e5f147
|
Feature/remove deprecated environment variable base currency (#2255)
* Remove the deprecated environment variable BASE_CURRENCY
* Update changelog
|
2 years ago |
Thomas Kaul
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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 |
Daniel Devaud
|
8f9c1dab6d
|
Format code
|
2 years ago |
Daniel Devaud
|
2a8a4e7d18
|
fix format
|
2 years ago |
dandevaud
|
35f295831e
|
fix format
|
2 years ago |
Thomas Kaul
|
ef16727f9a
|
Feature/include unavailable data in allocations by market chart (#2190)
* Include unavailable data in allocations by market chart
* Update changelog
|
2 years ago |
Hugo Persson
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6c66d5f711
|
Fix total account value calculation for liabilities (#2184)
* Fix calculation
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
|
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
|
2 years ago |
Hugo Persson
|
cef7fa79de
|
Fix total account value calculation for liabilities (#2184)
* Fix calculation
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
|
2 years ago |
Thomas Kaul
|
622bb8b0cf
|
Feature/add allocations by market chart (#2171)
* Add allocations by (advanced) market
* Fix public page
* Update changelog
|
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
|
2 years ago |
Thomas Kaul
|
d5b3c52602
|
Refactor value to valueInBaseCurrency (#2164)
|
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)
|
2 years ago |
Daniel Devaud
|
c069c0ffa4
|
Refactored performance calculations
- Avoiding multiple iterations over same array
- Some Refactorings for readability
|
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 |
Daniel Devaud
|
5d06b13141
|
Added STAKE order type
- Calculation handling
- Displaying
- DB & Controller update
|
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
|
3 years ago |
Thomas Kaul
|
d630fb900d
|
Feature/add investment streaks (#2042)
* Add investment streaks
* Current streak
* Longest streak
* Add unit to value component
* Update changelog
|
3 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
|
3 years ago |
Thomas Kaul
|
c19984c3d0
|
Bugfix/fix missing platform name in allocations by platform (#1918)
* Fix missing platform name
* Update changelog
|
3 years ago |
Thomas Kaul
|
15c96a9757
|
Feature/add allocations by platform chart (#1915)
* Add allocations by platform
* Update changelog
|
3 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
|
3 years ago |
Thomas Kaul
|
e61b3b34a7
|
Eliminate getSymbolProfilesBySymbols() (#1912)
|
3 years ago |
Thomas Kaul
|
a5f0f48ddb
|
Fix accounts page (#1908)
* Add guards
* Update changelog
|
3 years ago |
Thomas Kaul
|
f4c748f67a
|
Feature/extend support for impersonation mode (#1898)
* Support impersonation of all users for local development
* Update changelog
|
3 years ago |