danielochinasa
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37ab31ea72
|
Task/format value in Buying Power rule (#5824)
* Format value in Buying Power rule
* Update changelog
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1 month ago |
Dibyendu Sahoo
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b915c9554e
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Task/extend rule settings interface by locale (#5802)
* Extend rule settings interface by locale
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1 month ago |
Thomas Kaul
|
15033c0f58
|
Bugfix/handling of zero buying power in static portfolio analysis rules (#5474)
* Improve handling of 0 buying power
* Update changelog
|
3 months ago |
Thomas Kaul
|
7d1300bea1
|
Bugfix/add missing guards in getSettings() of static portfolio analysis rules (#5368)
* Add missing guards
|
4 months ago |
Thomas Kaul
|
52ea3c5e84
|
Feature/add buying power to static portfolio analysis rules (#5365)
* Add buying power rule
* Update changelog
|
4 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
|
4 months ago |
Thomas Kaul
|
a2d5264e5f
|
Bugfix/fix account cluster risk rules for no accounts (#5202)
* Handle no accounts
* Update changelog
|
4 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
|
5 months ago |
Quan Huynh (John)
|
9064b8bde2
|
Feature/show category in rule settings dialog of X-ray (#5158)
* Show category in rule settings dialog of X-ray
* Update changelog
|
5 months ago |
csehatt741
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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
|
5 months ago |
Tobias Kugel
|
f0eb0dc7fc
|
Feature/localize asset class cluster risks (Equity and Fixed Income) (#5033)
* Localize asset class cluster risks
* Update changelog
|
5 months ago |
Tobias Kugel
|
84c4d79a74
|
Feature/Set up account cluster risks localization (Current Investment) (#5012)
* Set up localization
* Update changelog
|
5 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
|
5 months ago |
Tobias Kugel
|
3bcb19af14
|
Feature/migrate i18n service to injectable service (#4829)
* Migrate i18n service to injectable service
* Update changelog
|
6 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
|
6 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>
|
6 months ago |
Thomas Kaul
|
1697b7e1e0
|
Feature/remove unused Order model (#4690)
* Remove unused Order model
|
7 months ago |
Thomas Kaul
|
11629ffd26
|
Feature/clean up unused interfaces (#4685)
* Clean up unused interfaces
|
7 months ago |
Shaunak Das
|
ece8c80aa1
|
Feature/regional market cluster risk for Asia-Pacific (#4313)
* Add regional market cluster risk for Asia-Pacific
* Update changelog
|
10 months ago |
Shaunak Das
|
b616274380
|
Feature/add regional market cluster risk for Japan (#4309)
* Add regional market cluster risk for Japan
* Update changelog
|
10 months ago |
Shaunak Das
|
dee612b2a2
|
Feature/add regional market cluster risk for emerging markets (#4291)
* Add regional market cluster risk for emerging markets
* Update changelog
|
10 months ago |
Shaunak Das
|
06298089db
|
Feature/add regional market cluster risk rule for Europe (#4271)
* Add regional market cluster risk rule for Europe
* Update changelog
|
10 months ago |
Thomas Kaul
|
9905c428af
|
Feature/refactor regional market cluster risk rule for North America (#4276)
* Refactoring
|
10 months ago |
Shaunak Das
|
8bd869e1b2
|
Feature/add regional market cluster risk for north america (#4240)
* Add regional market cluster risk for north america
* Update changelog
|
10 months ago |
Thomas Kaul
|
6ee6121317
|
Feature/set up asset class cluster risk x-ray rule (#4128)
* Set up Asset Class Cluster Risk rule (equity)
* Set up Asset Class Cluster Risk rule (fixed income)
* Update changelog
|
12 months ago |
Thomas Kaul
|
5de176a7ef
|
Feature/rename allocation cluster risk x ray rule (#3994)
* Rename Allocation Cluster Risk to Economic Market Cluster Risk
* Update changelog
|
1 year ago |
Ivan Skvortsov
|
19b8c514f2
|
Feature/Add static portfolio analysis rule for developed Markets (#3975)
* Add static portfolio analysis rule: Allocation Cluster Risk (Developed Markets)
* Update changelog
|
1 year ago |
vitalymatyushik
|
d325f8bfaf
|
Feature/Add static portfolio analysis rule for emerging Markets (#3949)
* Add static portfolio analysis rule: Allocation Cluster Risk (Emerging Markets)
* Update changelog
|
1 year ago |
Thomas Kaul
|
144e5da753
|
Feature/add units to x ray rule settings (#3926)
* Introduce unit
* Update changelog
|
1 year ago |
Thomas Kaul
|
f8da265f5f
|
Feature/restructure XRayRulesSettings (#3898)
* Restructure XRayRulesSettings
* Update changelog
|
1 year ago |
Thomas Kaul
|
29d3b762a8
|
Feature/switch typescript-eslint no-unused-vars to error (#3887)
* Switch @typescript-eslint/no-unused-vars to error
|
1 year ago |
Thomas Kaul
|
bcc8cb1e5b
|
Feature/modernize rules implementation (#3869)
* Modernize rules implementation
* Include markets in details
|
1 year ago |
Shaunak Das
|
24a3d92da0
|
Feature/add business logic of rule settings (#3826)
* Add business logic of rule settings
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
1 year ago |
Bastien Jeannelle
|
2b212078b8
|
Feature/add support to deactivate x-ray rules (#3537)
* Add support to deactivate X-ray rules
* Update changelog
|
1 year ago |
Thomas Kaul
|
ffc6309850
|
Feature/refactor thresholds of x ray rules (#3545)
* Refactor thresholds
* Update changelog
|
1 year ago |
Thomas Kaul
|
4f41bac328
|
Feature/set up caching in portfolio calculator (#3335)
* Set up caching
* 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
|
38c2baf943
|
Feature/improve exception handling of current investments in various rules (#3156)
* Improve exception handling
* Update changelog
|
2 years ago |
Thomas Kaul
|
4ab3f81384
|
Extract getFactor() (#3089)
* Extract getFactor()
* Refactoring
|
2 years ago |
Thomas Kaul
|
e921ed7f52
|
Reorder imports (#2988)
|
2 years ago |
Thomas Kaul
|
5fa0540936
|
Feature/add emergency fund setup to static portfolio analysis rules (#2400)
* Add new static portfolio analysis rule: Emergency fund setup
* Update changelog
|
2 years ago |
Thomas Kaul
|
1ca3792a4b
|
Feature/clean up initial values from x ray (#1914)
* Clean up initial (original) values from X-Ray
* Refactor current to valueInBaseCurrency
* Update changelog
|
3 years ago |
Thomas Kaul
|
513a564e2c
|
Restructure services (#1891)
|
3 years ago |
Thomas Kaul
|
a7e5a316be
|
Bugfix/fix big.js exception in report endpoint (#1586)
* Fix exception with missing marketPrice
* Update changelog
|
3 years ago |
Thomas Kaul
|
1dbb5db611
|
Feature/improve wording in single account rule (#1479)
* Improve wording
* Update changelog
|
3 years ago |
Thomas Kaul
|
fc4bb71184
|
Feature/migrate date range setting to user settings (#1239)
* Migrate date range to user settings
* Refactor currency and view mode in the user user settings
* Update changelog
|
3 years ago |
Thomas Kaul
|
fa41e25c8f
|
Release/1.131.1 (#804)
* Add API version
* Update changelog
|
4 years ago |
Thomas Kaul
|
556be61fff
|
Bugfix/fix unresolved account names in reports (#636)
* Fix unresolved account names
* Update changelog
|
4 years ago |
Thomas Kaul
|
e78755c280
|
Replace OrderType with Type (prisma) (#560)
|
4 years ago |
Thomas Kaul
|
dcee651098
|
Feature/support unlimited currencies (#387)
* Support unlimited currencies
* Update changelog
|
4 years ago |