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
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
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
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
60e2aff488
Extend investment timeline by month ( #1066 )
* Extend investment timeline grouped by month
* Update changelog
3 years ago
Thomas Kaul
e63578d8ce
Feature/add guards to local comparison ( #986 )
* Add guards
* Improve labels
3 years ago
Thomas Kaul
af0863d193
Bugfix/fix currency conversion in accounts ( #937 )
* Fix currency conversion in accounts
* Update changelog
3 years ago
Thomas Kaul
ba7c98d325
Add test case for BUY and SELL (partially) ( #826 )
* Add test case for BUY and SELL (partially)
* Fix investment calculation for sell activities
* Do not show total value if sell activity
* Update changelog
3 years ago
Thomas Kaul
67f2b326f3
Switch to new calculation engine ( #814 )
* Switch to new calculation engine
* Clean up old portfolio calculation engine (#815 )
* Rename new portfolio calculation engine (#816 )
* Update changelog
3 years ago
Thomas Kaul
e4908b51aa
Feature/add context to logger ( #745 )
* Add contexts
* Update changelog
3 years ago
Thomas Kaul
86943a5f5b
Feature/harmonize big.js operators ( #686 )
* Harmonize big.js operators
* Update changelog
3 years ago
Thomas Kaul
1602f976f0
Feature/convert errors to warnings in portfolio calculator ( #562 )
* Convert errors to warnings
* Update changelog
3 years ago
Thomas Kaul
e78755c280
Replace OrderType with Type (prisma) ( #560 )
3 years ago
Thomas Kaul
da6eaa0d77
Harmonize error log ( #499 )
3 years ago
Thomas Kaul
1c2ca5b96b
Feature/accentuate all time high and low ( #428 )
* Accentuate all time high and all time low
* Update changelog
Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
3 years ago
Thomas Kaul
d60b444324
Release/1.71.0 ( #458 )
* Refactor logger
* Fix exception
* Update changelog
3 years ago
Thomas Kaul
dcee651098
Feature/support unlimited currencies ( #387 )
* Support unlimited currencies
* Update changelog
4 years ago
Thomas Kaul
0f72673ef4
Feature/respect data source in symbol data endpoint ( #370 )
* Respect data source in symbol data endpoint
* Respect data source in the data provider service
* Combine symbol with data source in get() of data provider service
* Improve search functionality for multiple data sources
* Update changelog
4 years ago
Valentin Zickner
d2aeeb3e88
optimize annual performance calculation ( #367 )
* Optimize annual performance calculation
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 years ago
Valentin Zickner
48ab862bb6
net performance for current positions ( #330 )
* implement fees for transaction points #324
* add net performance to current positions #324
* add net performance to calculate timeline #324
* make timeline fee accumulated by default #324
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 years ago
Valentin Zickner
308b218487
introduce basic module structure for data provider ( #278 )
* introduce basic module structure for data provider
* introduce DataGatheringModule
* introduce ExchangeRateDataModule
* introduce ImpersonationModule
* move RulesService
* cleanup portfolio module
* Sort imports
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 years ago
Valentin Zickner
dfcf826b4f
implement support for buy-sell(-buy) scenario ( #262 )
Co-authored-by: Valentin Zickner <github@zickner.ch>
4 years ago
Thomas
7f047362cc
Bugfix/fix division by zero in calculate overall gross performance ( #253 )
* Fix error with division by zero
* Update changelog
4 years ago
Thomas
4bd41ffa41
Feature/eliminate name from timeline position ( #245 )
* Eliminate name from timeline position: Get the name from the symbolProfileService instead
* Update changelog
4 years ago
Thomas
823501f43e
Sort imports ( #242 )
4 years ago
Thomas
6a7def6c48
Clean up
4 years ago
Thomas
ea219f0b88
Add guard
4 years ago
Valentin Zickner
23b2e03923
refactor rule evaluation
4 years ago
Thomas
c47578bd3e
Clean up
4 years ago
Thomas
9e4a49d811
Remove fallback
4 years ago
Valentin Zickner
de83dc7b84
create investment endpoint for analysis timeline
Co-authored-by: Thomas <dotsilver@gmail.com>
4 years ago
Valentin Zickner
d23addb673
change getDetails to portfolio-calculator.ts
Co-authored-by: Thomas <dotsilver@gmail.com>
4 years ago
Thomas
fb15cebb64
Add test ( #237 )
* Add test
* fix calculation for overall gross performance percentage
Co-authored-by: Valentin Zickner <github@zickner.ch>
4 years ago
Valentin Zickner
9c51a257ae
fix performance of combination of investments
4 years ago
Thomas
9821b7f8f0
Add TWR test scenario 1 ( #236 )
* Add TWR test scenario 1
* fix second transaction item
* change time-weighted rate algorithm
Co-authored-by: Valentin Zickner <valentin.zickner@flowable.com>
4 years ago
Valentin Zickner
ed731afc66
fix market price fetch in case symbols are missing
4 years ago
Thomas
bd0e53525b
Refactoring
4 years ago
Thomas
8571709014
Refactoring
4 years ago
Thomas
39cba0a8eb
Refactoring
4 years ago
Thomas
a90c314e30
Refactoring
4 years ago
Thomas
5e9cecc6c1
Refactoring
4 years ago
Thomas
cbb81916ee
Sort imports
4 years ago
Valentin Zickner
3b7e0a0106
remove unnecessary if condition
4 years ago
Valentin Zickner
ea66081073
move interfaces to separate files
4 years ago
Valentin Zickner
602a770a09
fix typo
4 years ago
Valentin Zickner
136563c949
fix single buy test
4 years ago
Valentin Zickner
34c13c80ec
add error handling for current positions
4 years ago