Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								f2cb671c7f
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/optimize get porfolio details endpoint (#3366)
							
							
							
							
							
							
								
							
							
							* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								3f41e5c5de
								
									
								
							
								
							
						 | 
						
							
							
								
								Bugfix/fix locale in markets overview (#3369)
							
							
							
							
							
							
								
							
							
							* Fix locale if no user is logged in
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								f3d961bc16
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/move holdings table to holdings tab of home page (#3368)
							
							
							
							
							
							
								
							
							
							* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								42b70ef568
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/improve performance labels in position detail dialog (#3363)
							
							
							
							
							
							
								
							
							
							* Improve performance labels (with and without currency effects)
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								77beaaba08
								
									
								
							
								
							
						 | 
						
							
							
								
								Refactoring portfolio service (#3365)
							
							
							
							
								
							
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								0a53df4293
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/improve inactive user role (#3360)
							
							
							
							
							
							
								
							
							
							* Improve inactive role
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								486de968a2
								
									
								
							
								
							
						 | 
						
							
							
								
								Bugfix/fix division by zero error in dividend yield calculation (#3354)
							
							
							
							
							
							
								
							
							
							* Handle division by zero
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								a5833566a8
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/skip caching in portfolio calculator if active filters (#3348)
							
							
							
							
							
							
								
							
							
							* Skip caching if active filters
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Fedron
							
						 | 
						
							
							
								
								
							
							
								
							
								2173c418a7
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/validate forms using DTO for access, asset profile, tag and platform management (#3337)
							
							
							
							
							
							
								
							
							
							* Validate forms using DTO for access, asset profile, tag and platform management
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								4efd5cefd8
								
									
								
							
								
							
						 | 
						
							
							
								
								Bugfix/calculation of portfolio summary caused by future liabilities (#3342)
							
							
							
							
							
							
								
							
							
							* Adapt date of future activities
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								e10707fde4
								
									
								
							
								
							
						 | 
						
							
							
								
								Add missing guard to fix public page (#3339)
							
							
							
							
								
							
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								4f41bac328
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/set up caching in portfolio calculator (#3335)
							
							
							
							
							
							
								
							
							
							* Set up caching
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								cd07802400
								
									
								
							
								
							
						 | 
						
							
							
								
								Bugfix/fix historical market data gathering for asset profiles with manual data source (#3336)
							
							
							
							
							
							
								
							
							
							* Fix historical market data gathering for asset profiles with MANUAL data source
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								b692b7432c
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/set up event system for portfolio changes (#3333)
							
							
							
							
							
							
								
							
							
							* Set up event system for portfolio changes
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								55b0fe232c
								
									
								
							
								
							
						 | 
						
							
							
								
								Bugfix/reset form values to null if empty string (#3327)
							
							
							
							
							
							
								
							
							
							* Reset form values to null if empty string
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								46432edce9
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/extend faq by custom asset instructions (#3326)
							
							
							
							
							
							
								
							
							
							* Add instructions for custom asset
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								990028316e
								
									
								
							
								
							
						 | 
						
							
							
								
								Refactor form controls to form getter (#3325)
							
							
							
							
								
							
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								cdbe6eedeb
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/change cash to liquidity in asset class enum (#3321)
							
							
							
							
							
							
								
							
							
							* Change CASH to LIQUIDITY in asset class enum
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								39bd4a349b
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/improve chart in account detail dialog (#3314)
							
							
							
							
							
							
								
							
							
							* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								1132dc9bdd
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/add unique constraint to account balance database schema (#3315)
							
							
							
							
							
							
								
							
							
							* Add accountId and date as unique constraint to AccountBalance schema
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								2d70b18593
								
									
								
							
								
							
						 | 
						
							
							
								
								Remove links (#3306)
							
							
							
							
								
							
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								b6ea7d23fa
								
									
								
							
								
							
						 | 
						
							
							
								
								Bugfix/add total value in base currency to redacted values (#3313)
							
							
							
							
							
							
								
							
							
							* Add totalValueInBaseCurrency
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								551b83a6e3
								
									
								
							
								
							
						 | 
						
							
							
								
								Bugfix/fix gaps in portfolio performance charts (#3311)
							
							
							
							
							
							
								
							
							
							* Fix gaps in charts
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								895c4fe299
								
									
								
							
								
							
						 | 
						
							
							
								
								Improve style on mobile (#3310)
							
							
							
							
								
							
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								ccb1bf881e
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/improve language localization for de 20240420 (#3309)
							
							
							
							
							
							
								
							
							
							* Update translations
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								7788b5a987
								
									
								
							
								
							
						 | 
						
							
							
								
								Improve messages (#3308)
							
							
							
							
								
							
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Bastien Jeannelle
							
						 | 
						
							
							
								
								
							
							
								
							
								dfacbed66d
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/add support to create account cash balances (#3260)
							
							
							
							
							
							
								
							
							
							* Add support to create account cash balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com> 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								22d63c6102
								
									
								
							
								
							
						 | 
						
							
							
								
								Improve logging (#3304)
							
							
							
							
							
							
								
							
							
							* Improve logging 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								212aa6a63b
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/add date range support to portfolio holdings page (#3303)
							
							
							
							
							
							
								
							
							
							* Add date range support
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								bed9ae916c
								
									
								
							
								
							
						 | 
						
							
							
								
								Migrate UI components to standalone (#3302)
							
							
							
							
								
							
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								b6ad362850
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/remove date range support in activities table on portfolio activities page (#3301)
							
							
							
							
							
							
								
							
							
							* Remove date range support
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								ab86dd5318
								
									
								
							
								
							
						 | 
						
							
							
								
								Add Home Assistant (#3291)
							
							
							
							
								
							
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								dba73d80a3
								
									
								
							
								
							
						 | 
						
							
							
								
								Improve logging (#3300)
							
							
							
							
								
							
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								92fb05320a
								
									
								
							
								
							
						 | 
						
							
							
								
								Migrate UI components to standalone (#3296)
							
							
							
							
								
							
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								73d62bb51f
								
									
								
							
								
							
						 | 
						
							
							
								
								Migrate UI components to standalone (#3290)
							
							
							
							
								
							
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								15857118fe
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/let data gathering queue jobs fail by throwing errors (#3281)
							
							
							
							
							
							
								
							
							
							* Let data gathering queue jobs fail by throwing errors
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Fedron
							
						 | 
						
							
							
								
								
							
							
								
							
								9241c04d5a
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/add form validation against DTO for activity and account (#3230)
							
							
							
							
							
							
								
							
							
							* Add form validation against DTO for activity and account
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								5d4e2fba8c
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/move wealth item and liability calculations to portfolio calculator (#3272)
							
							
							
							
							
							
								
							
							
							* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								6c57609db8
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/move dividend fee and interest calculation to portfolio calculator (#3267)
							
							
							
							
							
							
								
							
							
							* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								4e7d93db13
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/adapt priorities of data gathering jobs (#3262)
							
							
							
							
							
							
								
							
							
							* Adapt priorities of data gathering jobs
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								45340b581f
								
									
								
							
								
							
						 | 
						
							
							
								
								Bugfix/fix public page by including markets data (#3263)
							
							
							
							
							
							
								
							
							
							* Include markets data
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								6f8fe45fc2
								
									
								
							
								
							
						 | 
						
							
							
								
								Update OSS Friends (#3258)
							
							
							
							
								
							
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								34d9ceb009
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/add support to immediately execute queue job (#3259)
							
							
							
							
							
							
								
							
							
							* Add support to immediately execute queue job
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								2b97bbd05d
								
									
								
							
								
							
						 | 
						
							
							
								
								Move getChart() to portfolio calculator (#3255)
							
							
							
							
								
							
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								07c0e5a612
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/add currency to order database schema (#3251)
							
							
							
							
							
							
								
							
							
							* Add currency to Order database schema
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								719bbe156e
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/optimize calculation of allocations by market (#3249)
							
							
							
							
							
							
								
							
							
							* Optimize calculation of allocations by market
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								b51255a543
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/add key to x ray rule (#3248)
							
							
							
							
							
							
								
							
							
							* Add key
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								50dbbf0569
								
									
								
							
								
							
						 | 
						
							
							
								
								Feature/refactor symbol icon module to asset profile icon component (#3245)
							
							
							
							
							
							
								
							
							
							* Refactor symbol icon module to asset profile icon component (standalone) 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								ca2e748c56
								
									
								
							
								
							
						 | 
						
							
							
								
								Bugfix/add missing tags in portfolio calculator (#3243)
							
							
							
							
							
							
								
							
							
							* Add missing tags
* Update changelog 
							
						 | 
						2 years ago | 
					
				
					
						
							
							
								 
								Thomas Kaul
							
						 | 
						
							
							
								
								
							
							
								
							
								6152ff4b44
								
									
								
							
								
							
						 | 
						
							
							
								
								Remove condition (#3242)
							
							
							
							
								
							
							
						 | 
						2 years ago |