Thomas Kaul
7b45a8b3fc
Introduce type ( #2885 )
1 year ago
Thomas Kaul
ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes ( #2875 )
* Always get quotes (with fallback to historical data)
* Update changelog
1 year ago
Thomas Kaul
005890d785
Improve extractNumberFromString() for international number formats ( #2843 )
* Set up test
* Add support for international formatted numbers
* Expose locale in scraper configuration
* Update changelog
1 year ago
Thomas Kaul
5fa3388609
Feature/break down performance into asset and currency ( #2863 )
* Break down performance into asset and currency
* Nullify values
* Update changelog
1 year ago
gizmodus
be801b481e
Feature/Add exchange rate effects to portfolio calculation ( #2834 )
* Add exchange rate effects to portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
* Extend assistant by tag selector
* Update changelog
1 year ago
Francisco Silva
62f85293e2
#2820 Grant private access ( #2822 )
* Grant private access
* Update changelog
1 year ago
Hugo Persson
371f1dc451
Feature/support rest api in scraper ( #2810 )
* Support REST APIs in scraper
* Update changelog
1 year ago
Thomas Kaul
23d323073d
Fix performance percentage for 1d ( #2814 )
* Fix performance percentage for 1d
* Improve response of positions endpoint
* Update changelog
1 year ago
Thomas Kaul
0649f9fd2c
Clean up ( #2787 )
1 year ago
Thomas Kaul
43b4f14ace
Feature/add button to test scraper configuration ( #2808 )
* Add button to test scraper configuration
* Update changelog
---------
Co-authored-by: Manushreshta B L <manushreshta27@gmail.com>
Co-authored-by: Hugo Persson <hugo.e.persson@gmail.com>
1 year ago
gizmodus
726e727c7d
Feature/benchmark currency correction ( #2790 )
* Convert benchmark performance to base currency
* Introduce getExchangeRates() for multiple dates
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
e465f1b791
Feature/add support to edit currency of asset profile with data source manual ( #2789 )
* Add support to edit currency
* Update changelog
1 year ago
miles
34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` ( #2792 )
* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
1 year ago
gizmodus
b183c45027
Time weighted portfolio performance calculation ( #2778 )
* Implement time weighted portfolio performance calculation
* Update changelog
1 year ago
underwater
7d68905f1b
Feature/use has permission annotation in endpoints ( #2771 )
* Use HasPermission in endpoints
* Update changelog
1 year ago
Thomas Kaul
4d79df90a7
Feature/support search by asset profile id ( #2765 )
* Add support to search for an asset profile by id
* Update changelog
1 year ago
Thomas Kaul
7f3c86038f
Sort imports ( #2739 )
1 year ago
Thomas Kaul
28706d7b26
Refactor order service ( #2751 )
1 year ago
Thomas Kaul
ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview ( #2740 )
* Highlight all time high
* Update changelog
1 year ago
Thomas Kaul
51a0ede3e4
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
1 year ago
Thomas Kaul
531964636b
Fix type ( #2708 )
1 year ago
Thomas Kaul
377ba75e4c
Add support to delete a cash balance ( #2707 )
1 year ago
Marcin Szymański
77b13b88f0
Relax check for duplicates in activities import ( #2704 )
* Relax check for duplicates in activities import (allow same day)
* Update changelog
1 year ago
Thomas Kaul
6f4fd0826c
Feature/respect with excluded accounts flag in get account balances ( #2697 )
* Respect withExcludedAccounts in getAccountBalances()
* Update changelog
1 year ago
Thomas Kaul
07b0a2c40a
Add guard ( #2696 )
1 year ago
Thomas Kaul
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
* Extend performance endpoint by net worth per day
* Update changelog
1 year ago
Thomas Kaul
6ff2e0f952
Introduce base product page ( #2687 )
1 year ago
Thomas Kaul
5ad248a643
Improve algorithm ( #2676 )
1 year ago
Thomas Kaul
8898d02442
Bugfix/fix cannot read properties of undefined reading items in get position ( #2667 )
* Fix "Cannot read properties of undefined (reading 'items')"
* Update changelog
1 year ago
Thomas Kaul
1586cd3a59
Feature/change twitter to x ( #2654 )
* Change Twitter to X
* Update changelog
1 year ago
Aldrin
aa72287d54
Extend benchmarks in the markets overview by 50-Day and 200-Day trends ( #2575 )
* Extend benchmarks in the markets overview by 50-Day and 200-Day trends
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
d155ab6f28
Feature/improve data source validation in activities import ( #2645 )
* Improve data source validation
* Update changelog
1 year ago
Thomas Kaul
93b6011ddc
Feature/refactor get range in market data service ( #2631 )
* Refactor to unique asset in getRange()
* Update changelog
1 year ago
Thomas Kaul
b4de06fcf0
Feature/add platform icons to account selectors ( #2633 )
* Add platform icons to account selectors
* Update changelog
1 year ago
Thomas Kaul
12aac101bd
Feature/extend system message ( #2628 )
* Extend system message
* Update changelog
1 year ago
Thomas Kaul
7cb86de7af
Feature/remove account type from account database model ( #2616 )
* Remove account type
* Update changelog
1 year ago
Thomas Kaul
35f98b9d2d
Bugfix/handle failing database query for account find many ( #2598 )
* Handle issue with account.findMany() -> where: { id: { in: [ null ] } }
* Update changelog
1 year ago
Thomas Kaul
8a523a981a
Bugfix/fix fees on account level ( #2588 )
* Fix fees on account level
* Update changelog
1 year ago
Thomas Kaul
e69c7a753c
Feature/add edit exchange rate button to admin control ( #2577 )
* Ad edit button
* Update changelog
1 year ago
Thomas Kaul
b26aa7f51d
Feature/improve duplicate check in activities import ( #2561 )
* Allow different accounts
* Update changelog
1 year ago
Thomas Kaul
a7baad10d1
Feature/improve import of historical market data ( #2559 )
* Improve historical market data import
* Update changelog
1 year ago
Ajay
20cefaba19
Improve usability and validation in cash balance transfer ( #2552 )
* Improve usability and validation in cash balance transfer
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
f5ad1d2d24
Feature/set validation rule to positive number in cash balance transfer ( #2544 )
* Add validation rule (positive number)
* Update changelog
1 year ago
Aldrin
0af37ca1d7
Extend asset profile dialog form ( #2535 )
* Extend asset profile dialog form
* Update changelog
1 year ago
Rafael
2dcc7e161c
Improve validation of activities import ( #2496 )
* Improve validation of activities import: expects positive values for fee, quantity and unitPrice
* Update changelog
---------
Co-authored-by: Rafael Claudio <rafacla@github.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
fa627f686f
Bugfix/fix chart for account excluded from analysis ( #2534 )
* Fix chart for account excluded from analysis
* Update changelog
1 year ago
Thomas Kaul
cb166dcc78
Redirect to membership page ( #2527 )
1 year ago
Thomas Kaul
4e7b7375a9
Feature/setup open figi ( #2526 )
* Setup OpenFIGI
* Update changelog
1 year ago
Thomas Kaul
b8626c2086
Feature/change fees interest and search to general availability ( #2525 )
* Change features to general availability
* Fees on account level
* Interest on account level
* Search for a holding
* Update changelog
* Add documentation for experimental features
1 year ago