Shaunak Das
ece8c80aa1
Feature/regional market cluster risk for Asia-Pacific ( #4313 )
* Add regional market cluster risk for Asia-Pacific
* Update changelog
2 months ago
Shaunak Das
b616274380
Feature/add regional market cluster risk for Japan ( #4309 )
* Add regional market cluster risk for Japan
* Update changelog
2 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
2 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
3 months ago
Thomas Kaul
9905c428af
Feature/refactor regional market cluster risk rule for North America ( #4276 )
* Refactoring
3 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
3 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
4 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
6 months 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
6 months 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
6 months ago
Thomas Kaul
144e5da753
Feature/add units to x ray rule settings ( #3926 )
* Introduce unit
* Update changelog
6 months ago
Thomas Kaul
f8da265f5f
Feature/restructure XRayRulesSettings ( #3898 )
* Restructure XRayRulesSettings
* Update changelog
6 months ago
Thomas Kaul
29d3b762a8
Feature/switch typescript-eslint no-unused-vars to error ( #3887 )
* Switch @typescript-eslint/no-unused-vars to error
7 months ago
Thomas Kaul
bcc8cb1e5b
Feature/modernize rules implementation ( #3869 )
* Modernize rules implementation
* Include markets in details
7 months 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>
7 months ago
Bastien Jeannelle
2b212078b8
Feature/add support to deactivate x-ray rules ( #3537 )
* Add support to deactivate X-ray rules
* Update changelog
8 months ago
Thomas Kaul
ffc6309850
Feature/refactor thresholds of x ray rules ( #3545 )
* Refactor thresholds
* Update changelog
10 months ago
Thomas Kaul
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
* Set up caching
* Update changelog
1 year ago
Thomas Kaul
b51255a543
Feature/add key to x ray rule ( #3248 )
* Add key
* Update changelog
1 year ago
Thomas Kaul
38c2baf943
Feature/improve exception handling of current investments in various rules ( #3156 )
* Improve exception handling
* Update changelog
1 year ago
Thomas Kaul
4ab3f81384
Extract getFactor() ( #3089 )
* Extract getFactor()
* Refactoring
1 year ago
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
1 year 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
2 years ago
Thomas Kaul
513a564e2c
Restructure services ( #1891 )
2 years ago
Thomas Kaul
a7e5a316be
Bugfix/fix big.js exception in report endpoint ( #1586 )
* Fix exception with missing marketPrice
* Update changelog
2 years ago
Thomas Kaul
1dbb5db611
Feature/improve wording in single account rule ( #1479 )
* Improve wording
* Update changelog
2 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
3 years ago
Thomas Kaul
556be61fff
Bugfix/fix unresolved account names in reports ( #636 )
* Fix unresolved account names
* Update changelog
3 years ago
Thomas Kaul
e78755c280
Replace OrderType with Type (prisma) ( #560 )
3 years ago
Thomas Kaul
dcee651098
Feature/support unlimited currencies ( #387 )
* Support unlimited currencies
* Update changelog
4 years ago
Thomas Kaul
aad8f77093
Feature/improve allocations by account ( #308 )
* Improve allocations by account
* Eliminate accounts from PortfolioPosition
* Ignore cash assets in the allocation chart by sector, continent and country
* Add missing accounts to portfolio details
* Update changelog
4 years ago
Valentin Zickner
308b218487
introduce basic module structure for data provider ( #278 )
* introduce basic module structure for data provider
* introduce DataGatheringModule
* introduce ExchangeRateDataModule
* introduce ImpersonationModule
* move RulesService
* cleanup portfolio module
* Sort imports
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 years ago
Thomas
bb76ace95d
Feature/improve support for draft transactions ( #265 )
* Improve support for draft transactions
* Update changelog
4 years ago
Thomas
423ceec317
Feature/remove symbol icon from dialog header ( #244 )
* Remove symbol icon from dialog header
* Clean up code
4 years ago
Thomas
823501f43e
Sort imports ( #242 )
4 years ago
Valentin Zickner
982ba7377a
remove legacy portfolio.ts
4 years ago
Valentin Zickner
4bbd17a37a
fix tests
4 years ago
Valentin Zickner
23b2e03923
refactor rule evaluation
4 years ago
Valentin Zickner
04e6518226
move report generation to PortfolioService
4 years ago
Valentin Zickner
72dbe00091
change rule service interface
4 years ago
Valentin Zickner
9834c52739
refactor rule settings
4 years ago
Valentin Zickner
4a0695613e
refactor PortfolioService#getOverview
Co-authored-by: Thomas <dotsilver@gmail.com>
4 years ago
Valentin Zickner
328d814922
remove getPerformance from portfolio.ts
Co-authored-by: Thomas <dotsilver@gmail.com>
4 years ago
Thomas
cbdb68e2f8
Refactoring
4 years ago
Thomas
1226c26a9d
Refactor positions
4 years ago
Thomas
67606e4026
Extend current rate service test
4 years ago
Thomas
f22991b090
Feature/respect cash balance in analysis ( #203 )
* Respect cash balance in in analysis
* Update changelog
4 years ago
Thomas
2c19d8c8e7
Feature/add balance to account ( #193 )
* Add balance attribute and calculate total balance
* Update changelog
4 years ago