Thomas Kaul
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78fda2e65b
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Remove deprecated firstBuyDate
|
3 weeks ago |
Thomas Kaul
|
4cfb785499
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Task/deprecate firstBuyDate in portfolio holding response (#6208)
* Deprecate firstBuyDate
* Update changelog
|
3 weeks ago |
Thomas Kaul
|
f19e417068
|
Task/remove deprecated activities from portfolio holding response (#6157)
* Remove deprecated activities
* Update changelog
|
4 weeks ago |
Thomas Kaul
|
6727fb2b74
|
Bugfix/total fee calculation related to activities in custom currency (#6191)
* Fix total fee calculation related to activities in custom currency
* Update changelog
|
4 weeks ago |
Thomas Kaul
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09e7e6182d
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Task/refactor firstOrderDate to dateOfFirstActivity in portfolio service (#6161)
* Refactor firstOrderDate to dateOfFirstActivity
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1 month ago |
Kenrick Tandrian
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3943ca9f88
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Feature/extend holdings endpoint to include performance with currency effects for cash positions (#5650)
* Extend holdings endpoint to include performance with currency effects for cash positions
* Update changelog
|
1 month ago |
Vahant Sharma
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e668c6465e
|
Bugfix/time in market for impersonation mode (#6103)
* Fix time in market for impersonation mode
* Update changelog
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1 month ago |
Kenrick Tandrian
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a57b670d7b
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Task/enforce module boundaries for api and common modules (#5925)
* feat(lint): allow circular self deps
* feat(lint): enforce module boundaries
* feat(lib): move data provider response interface to common
* feat(lib): move symbol item interface to common
* feat(lib): move activity interface to common
* feat(lint): temporarily disable @nx/enforce-module-boundaries for ui files
* feat(lint): temporarily disable @nx/enforce-module-boundaries for client files
* feat(lint): ignore circular deps between client and ui
* feat(common): implement barrel export for data provider response interface
* feat(common): implement barrel export for activity interface
* feat(common): implement barrel export for symbol item interface
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3 months ago |
Thomas Kaul
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9f878c42f4
|
Task/refactor getHolding() in portfolio service (#5898)
* Refactor getHolding() if no holding has been found
* Update changelog
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3 months ago |
Aman
|
f940eb6725
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Task/refactor PortfolioInvestments interface to PortfolioInvestmentsResponse interface (#5774)
* Refactor PortfolioInvestments to PortfolioInvestmentsResponse
|
4 months ago |
Thomas Kaul
|
04d6d9cfa9
|
Bugfix/total buy and sell calculation in summary (#5759)
* Fix total buy and sell calculation related to activities in custom currency
* Update changelog
|
4 months ago |
Dibyendu Sahoo
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db2c2426c6
|
Task/refactor interest to interestInBaseCurrency in portfolio summary interface (#5763)
* Refactor interest to interestInBaseCurrency
|
4 months ago |
Lagmator22
|
20da95239e
|
Task/refactor liabilities to liabilitiesInBaseCurrency in portfolio summary interface (#5725)
* Refactor liabilities to liabilitiesInBaseCurrency
|
4 months ago |
Tanbir Ali
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d2fe16c794
|
Task/refactor transactionCount to activitiesCount in portfolio holding response (#5709)
* Refactor transactionCount to activitiesCount in portfolio holding response
* Update changelog
|
4 months ago |
Flavien Lankai-Mills
|
c173998677
|
Task/refactor fire wealth from number to object in portfolio summary interface (#5644)
* Refactor fire wealth from number to object in portfolio summary interface
* Update changelog
|
4 months ago |
Tobias Kugel
|
cc9346f3de
|
Task/restructure portfolio report response (#5454)
* Restructure portfolio report response
* Update changelog
|
5 months ago |
Attila Cseh
|
2b8a7de950
|
Feature/extend accounts endpoint by allocations (#5358)
* Extend accounts endpoint by allocations
* Update changelog
|
6 months ago |
Thomas Kaul
|
52ea3c5e84
|
Feature/add buying power to static portfolio analysis rules (#5365)
* Add buying power rule
* Update changelog
|
6 months ago |
Attila Cseh
|
711d716de0
|
Feature/extend accounts endpoint by dividend and interest (#5335)
* Extend accounts endpoint by dividend and interest
* Update changelog
|
6 months ago |
Thomas Kaul
|
bd9aae6fec
|
Feature/refactor search query of holdings search (#5333)
* Refactor search query
* Update changelog
|
6 months ago |
Attila Cseh
|
6de3db08ca
|
Feature/extend GET all accounts endpoint by search query filter (#5329)
* Extend GET all accounts endpoint by search query filter
* Update changelog
|
6 months ago |
Thomas Kaul
|
7a5927592d
|
Feature/add support to exclude activity from analysis via tag (#5297)
* Add support to exclude activity from analysis via tag
* Update changelog
|
6 months ago |
Thomas Kaul
|
cb30ea2979
|
Feature/restructure portfolio report response (part 2) (#5282)
* Restructure response of portfolio report endpoint
|
7 months ago |
Joseph Bao
|
adc00694cf
|
Feature/add allocations percentage to accounts table component (#4720)
* Add allocations percentage to accounts table component
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
7 months ago |
Thomas Kaul
|
4b03d5a926
|
Feature/restructure portfolio report response (#5260)
* Restructure response of portfolio report endpoint
* Update changelog
|
7 months ago |
rohit
|
7c4cf2ca0c
|
Feature/set up language localization for Regional Market Cluster Risks (#5145)
* Set up language localization for Regional Market Cluster Risks
* Update changelog
|
7 months ago |
Tobias Kugel
|
44ea3cba8d
|
Feature/set up localization for static portfolio analysis rules: Economic Market Cluster Risks (#5169)
* Set up localization for static portfolio analysis rules: Economic Market Cluster Risks
* Update changelog
|
7 months ago |
Thomas Kaul
|
cf8eac3d44
|
Feature/rename Settings to settings in User database schema (#5100)
* Rename Settings to settings in User database schema
* Update changelog
|
7 months ago |
Thomas Kaul
|
55e4d2fc7a
|
Feature/deprecate ITEM activity type in favor of BUY (#5093)
* Deprecate ITEM activity type in favor of BUY
* Update changelog
|
7 months ago |
Thomas Kaul
|
7a97ec75f4
|
Feature/refactor portfolio service (#5063)
* Refactor portfolio service
|
8 months ago |
Kenrick Tandrian
|
d9fb159c6a
|
Feature/integrate Fuse.js in GET holdings endpoint (#5062)
* Integrate Fuse.js in GET holdings endpoint
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
8 months ago |
Thomas Kaul
|
433f1686e3
|
Feature/rename Account to account in Order database schema (#5052)
* Rename Account to account in Order database schema
* Update changelog
|
8 months ago |
csehatt741
|
351fd8a1d4
|
Feature/language localization for static portfolio analysis rule: Currency Cluster Risks (#5038)
* Language localization for static portfolio analysis rule: Currency Cluster Risks
* Update changelog
|
8 months ago |
Tobias Kugel
|
f0eb0dc7fc
|
Feature/localize asset class cluster risks (Equity and Fixed Income) (#5033)
* Localize asset class cluster risks
* Update changelog
|
8 months ago |
Tobias Kugel
|
84c4d79a74
|
Feature/Set up account cluster risks localization (Current Investment) (#5012)
* Set up localization
* Update changelog
|
8 months ago |
Thomas Kaul
|
738f7490f6
|
Feature/rename Platform to platform in Account database schema (#4999)
* Rename Platform to platform in Account database schema
* Update changelog
|
8 months ago |
Tobias Kugel
|
7a251ef749
|
Feature/set up language localization for X-ray rule Account Cluster Risks (Single Account) (#4959)
* Set up language localization
* Update changelog
|
8 months ago |
Tobias Kugel
|
3bcb19af14
|
Feature/migrate i18n service to injectable service (#4829)
* Migrate i18n service to injectable service
* Update changelog
|
8 months ago |
Thomas Kaul
|
1dd3857618
|
Refactor getCashPositions() in portfolio service (#4800)
* Refactor getCashPositions()
|
8 months ago |
Thomas Kaul
|
e2ec635bbf
|
Feature/localize X-ray rule EmergencyFundSetup (#4835)
* Set up language localization for static portfolio analysis rule: Emergency Fund (Set up)
* Update changelog
|
8 months ago |
Tobias Kugel
|
fde8ff4bb6
|
Feature/localize X-ray rule FeeRatioInitialInvestment (#4779)
* Localize X-ray rule FeeRatioInitialInvestment
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
8 months ago |
Thomas Kaul
|
cb7434a8b2
|
Feature/sync demo account activities based on tags (#4797)
* Sync demo account activities based on tags
* Update changelog
|
9 months ago |
Thomas Kaul
|
c553fdf6d4
|
Bugfix/change investment value to take currency effects into account in holding detail dialog (#4789)
* Change investment value to take currency effects into account
* Update changelog
|
9 months ago |
Thomas Kaul
|
a0f377e8eb
|
Feature/refactor ordersCount to activityCount (#4688)
* Refactor ordersCount to activityCount
|
9 months ago |
Kenrick Tandrian
|
c38dab5ab0
|
Feature/extend holding endpoint by performances (#4660)
* Extend holding endpoint by performances
* Update changelog
|
9 months ago |
Thomas Kaul
|
3646fb7f77
|
Feature/refactor portfolio holding response (#4649)
* Refactor portfolio holding response
* maxPrice -> marketPriceMax
* minPrice -> marketPriceMin
* orders -> activities
|
9 months ago |
Thomas Kaul
|
1bced96460
|
Feature/deprecate portfolio position endpoints (#4648)
* Deprecate api/v1/portfolio/position endpoints
* Update changelog
|
9 months ago |
Thomas Kaul
|
3e963228d6
|
Feature/refactor accounts response interface (#4644)
* Refactor accounts response interface
|
9 months ago |
Thomas Kaul
|
8fbdcac66c
|
Feature/rename Order to activities in account database schema (#4577)
* Rename Order to activities
* Update changelog
|
10 months ago |
csehatt741
|
f209519d95
|
Bugfix/investment calculation for activities in custom currency (#4597)
* Investment calculation for activities in custom currency
* Update changelog
|
10 months ago |