Sven Günther
8834c1c1b1
fix minor issues from feedback
2 days ago
Sven Günther
8320deed68
alphabetize date-fns imports in portfolio-calculator
5 days ago
Sven Günther
955b817795
efactor test file
5 days ago
Sven Günther
86b5bef849
renaming annualizedDividendYield
5 days ago
Sven Günther
2c75ccc0bc
remove firstBuyDate in test
1 week ago
Sven Günther
8b4cad9f19
Replaced the placeholder spec with a real unit test that instantiates PortfolioService, stubs dependencies, calls
getSummary, and asserts the returned summary fields (including annualizedDividendYield and computed totals). The new test
lives in apps/api/src/app/portfolio/portfolio.service.spec.ts.
2 weeks ago
Sven Günther
b1a15409f9
fix yearly boundary
2 weeks ago
Sven Günther
4940ce11fd
changelog update
2 weeks ago
Sven Günther
d331e9e49c
add i18n
2 weeks ago
Sven Günther
0e260b9bc9
Feature: Add annualized dividend yield to portfolio summary UI
- Display annualized dividend yield as indented entry below Dividend
- Only visible when experimental features are enabled
2 weeks ago
Sven Günther
6b167a917e
Add calculation and display of annualized dividend yield based on dividends received in the last 12 months relative to the investment cost basis.
Implementation:
- Add annualizedDividendYield property to TimelinePosition, PortfolioSnapshot, and PortfolioSummary interfaces
- Calculate individual position yield based on last 12 months dividends / investment with currency effects
- Aggregate portfolio-wide yield in PortfolioSnapshot
- Extract and include yield in PortfolioSummary via PortfolioService
Tests:
- Add comprehensive tests with single position (MSFT)
- Add multi-position test (MSFT + IBM) to verify aggregation
- Add PortfolioService integration tests
- Add IBM mock data to CurrentRateService
- Update cash test to include new property
2 weeks ago
Kenrick Tandrian
753804c011
Task/improve activities table type safety ( #6295 )
* Improve activities table type safety
2 days ago
Thomas Kaul
0c02d95adf
Release 2.237.0 ( #6293 )
3 days ago
Thomas Kaul
177763513f
Task/upgrade Nx to version 22.4.5 ( #6292 )
* Upgrade Nx to version 22.4.5
* Update changelog
3 days ago
Kenrick Tandrian
64a6dfd124
Task/improve type safety for GfValueComponent ( #6290 )
* Improve type safety for GfValueComponent
3 days ago
Anurag Choudhury
d7349cd621
Bugfix/adapt accounts and tags of assistant in impersonation mode ( #6231 )
* Adapt accounts and tags of assistant in impersonation mode
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
3 days ago
Thomas Kaul
f57726972e
Task/refresh cryptocurrencies list 20260207 ( #6289 )
* Update cryptocurrencies.json
* Update changelog
3 days ago
Thomas Kaul
63e75942a8
Task/remove deprecated transaction count in portfolio calculator and service ( #6288 )
* Remove deprecated transactionCount in portfolio calculator and service
* Update changelog
4 days ago
Thomas Kaul
348ee5de8d
Task/add missing transform data source interceptors in market data controller ( #6287 )
* Add missing transform data source interceptors
4 days ago
Thomas Kaul
5adacda88f
Task/remove deprecated session id from create stripe checkout session response ( #6280 )
* Remove deprecated sessionId
5 days ago
Thomas Kaul
bf9f8d49e9
Release 2.236.0 ( #6282 )
6 days ago
Thomas Kaul
4ff372f020
Task/remove deprecated transaction count in get admin endpoint ( #6281 )
* Remove deprecated transaction count
* Update changelog
6 days ago
Thomas Kaul
eb6177d2e5
Bugfix/fix exception when fetching top holdings in Yahoo Finance service ( #6279 )
* Add missing guard
* Update changelog
6 days ago
Kenrick Tandrian
af034e87c9
Task/improve chart type safety ( #6277 )
* Improve chart type safety
6 days ago
Thomas Kaul
0365b9b614
Task/upgrade stripe to version 20.3.0 ( #6273 )
* Upgrade stripe to version 20.3.0
* Update changelog
7 days ago
Thomas Kaul
c6d1260e07
Release 2.235.0 ( #6275 )
1 week ago
Karel De Smet
e27f258ac6
Task/extend user detail dialog by actions menu ( #6256 )
* Extend user detail dialog
* Update changelog
1 week ago
Thomas Kaul
0034ed0adf
Feature/introduce fast-redact in value redaction interceptor ( #6269 )
* Introduce fast-redact
* Update changelog
---------
Co-authored-by: Valentin Zickner <valentin@coderworks.de>
1 week ago
Thomas Kaul
5b6d6a419f
Task/refactor transactions in accounts table component ( #6266 )
* Refactor showTransactions and transactionCount
* Update changelog
1 week ago
Thomas Kaul
9c4638c185
Feature/add impersonation mode in get account balances endpoint ( #6272 )
* Add impersonation mode
* Update changelog
1 week ago
Thomas Kaul
2520d0d961
Task/upgrade yahoo-finance2 to version 3.13.0 ( #6263 )
* Upgrade yahoo-finance2 to version 3.13.0
* Update changelog
1 week ago
Thomas Kaul
eae2c20dfe
Task/deprecate transactionCount in GET api/v1/admin endpoint ( #6265 )
* Deprecate transactionCount in favor of activitiesCount
* Update changelog
2 weeks ago
Kenrick Tandrian
7dbacdbf0f
Feature/extract top holdings from Yahoo Finance for ETF and mutual funds ( #6254 )
* Extract top holdings from Yahoo Finance for ETF and mutual funds
* Update changelog
2 weeks ago
Thomas Kaul
418e8bc843
Task/remove deprecated first buy date in portfolio calculator ( #6244 )
* Remove deprecated firstBuyDate
* Update changelog
2 weeks ago
Thomas Kaul
9a153076ca
Release 2.234.0 ( #6262 )
2 weeks ago
Lyndros
ad2abbc55b
Task/improve Spanish translation ( #6261 )
* Improve Spanish translation
* Update changelog
2 weeks ago
Thomas Kaul
b881485567
Task/upgrade lodash to version 4.17.23 ( #6259 )
* Upgrade lodash to version 4.17.23
* Update changelog
2 weeks ago
Thomas Kaul
5de2b02a04
Task/refactor common helper ( #6251 )
* Refactoring
2 weeks ago
Karel De Smet
9eb5943666
Task/improve usability when adding currency in market data section of admin control panel ( #6225 )
* Improve usability when adding currency
* Update changelog
2 weeks ago
Thomas Kaul
155d533ee9
Bugfix/add missing guard to symbol autocomplete component ( #6255 )
* Add missing guard
2 weeks ago
Kenrick Tandrian
a1986e6daa
Task/upgrade to Nx 22.4 ( #6249 )
* Upgrade Nx from version 22.3.3 to 22.4.1
* Update changelog
2 weeks ago
Kenrick Tandrian
53be141460
Feature/enable strict null checks in libs/common ( #6250 )
* feat(ts): enable strict null checks in libs/common
* feat(lint): enable prefer-nullish-coalescing
* feat(lib): resolve errors
* fix(lib): revert changes on DateRange type
2 weeks ago
github-actions[bot]
dd9989112d
Task/update locales ( #6247 )
* Update locales
* Update changelog
* Update translations
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 weeks ago
Thomas Kaul
30be7589b6
Task/refactor getDividends() from async to sync ( #6222 )
* Refactor from async to sync
2 weeks ago
Thomas Kaul
5e553f0710
Task/upgrade prettier to version 3.8.1 ( #6242 )
* Upgrade prettier to version 3.8.1
* Update changelog
2 weeks ago
Kenrick Tandrian
9fd9edd0ea
Feature/improve zh localization ( #6245 )
* fix(i18n): move i18n attribute in pricing page
* feat(i18n): update zh locale
* feat(i18n): update zh locale
* feat(docs): update changelog
2 weeks ago
Thomas Kaul
3939bc55dd
Release 2.233.0 ( #6241 )
3 weeks ago
Thomas Kaul
f364874e27
Task/extend portfolio calculator tests with investments by year ( #6240 )
* Extend tests with investmentsByYear
3 weeks ago
Thomas Kaul
f03b8f097e
Task/refresh cryptocurrencies list 20260123 ( #6236 )
* Update cryptocurrencies.json
* Update changelog
3 weeks ago
Thomas Kaul
13031aaad3
Task/deprecate firstBuyDate in portfolio calculator ( #6239 )
* Deprecate firstBuyDate in favor of dateOfFirstActivity
* Update changelog
3 weeks ago