Shaunak Das
8bd869e1b2
Feature/add regional market cluster risk for north america ( #4240 )
* Add regional market cluster risk for north america
* Update changelog
9 months ago
Francisco Crizul
80bb1b1f64
Bugfix/fix issue with renaming of activities with type FEE, INTEREST, ITEM or LIABILITY ( #4183 )
* Fix issue with renaming of activities with type FEE, INTEREST, ITEM or LIABILITY
* Update changelog
9 months ago
Thomas Kaul
8c7cb78c0b
Feature/add copy AI prompt to clipboard action to analysis page ( #4176 )
* Add copy AI prompt to clipboard action
* Update changelog
10 months ago
Karel De Smet
46cbbd3bc4
Feature/upgrade to nx 20.3 ( #4152 )
* Upgrade to Nx 20.3
* Update changelog
10 months ago
Thomas Kaul
f2638614d4
Feature/improve search for asset profiles with manual data source in create or update activity dialog ( #4142 )
* Improve search for asset profiles with MANUAL data source
* 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
10 months ago
Thomas Kaul
943ff2f0dc
Feature/improve usability of X-ray page by hiding empty rule categories ( #4108 )
* Hide empty rule categories
* Update changelog
10 months ago
Thomas Kaul
6ad9661d7f
Feature/improve language localization for de 20241214 ( #4123 )
* Update translations
* Update changelog
10 months ago
Thomas Kaul
291be3e605
Feature/extend X-ray page by summary ( #4107 )
* Add summary to X-ray page
* Update changelog
11 months ago
Jory Hogeveen
707c77f0cf
Feature/extend allocations by ETF holding with parent ETFs ( #4044 )
* Extend allocations by ETF holding with parent ETFs
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
11 months ago
Mohan
92b025bff3
Feature/separate FIRE and X-ray pages ( #4037 )
* Separate FIRE / X-ray page
* Update changelog
11 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
12 months ago
dw-0
6a10b932b0
Feature/Switch consistent-type-assertions eslint rule from warn to error ( #3982 )
* Switch consistent-type-assertions eslint rule from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
1 year ago
dw-0
405ec0d2b2
Feature/switch the consistent-type-definitions eslint rule from warn to error ( #3980 )
* Switch the consistent-type-definitions eslint rule from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
1 year ago
Amandee Manushika
3baab79b54
Bugfix/fix x-axis of investment chart component to adapt on date range change ( #3974 )
* Fix x-axis of investment chart component to adapt on date range change
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
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
a5331dd32b
Feature/optimize dialog sizes for mobile ( #3964 )
* Optimize dialog sizes for mobile
* Update changelog
1 year ago
Thomas Kaul
f8da265f5f
Feature/restructure XRayRulesSettings ( #3898 )
* Restructure XRayRulesSettings
* Update changelog
1 year ago
Matej Gerek
98957d282e
Feature/move tags from info to user service ( #3859 )
* Move tags from info to user service
* Update changelog
1 year ago
Thomas Kaul
bce18f7261
Feature/reuse advanced markets calculation in portfolio details endpoint ( #3884 )
1 year ago
Thomas Kaul
f48ce4e1ae
Feature/reuse markets calculation in portfolio details endpoint ( #3883 )
* Reuse markets calculation in portfolio details endpoint
* Update changelog
1 year ago
Dmytro Werner
8364f7f703
Feature/set up output for click in activities table component ( #3856 )
* Set up @output for click in activities table component
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
Thomas Kaul
85cc72627b
Feature/add user id to tag database schema ( #3837 )
* Add user id to tag database schema
* Update changelog
1 year ago
Thomas Kaul
df9a0ec35a
Feature/support bonds in import dividend dialog ( #3775 )
* Support bonds
* Update changelog
1 year ago
Thomas Kaul
a6d9f5dd69
Bugfix/load data once on portfolio activities page ( #3726 )
* Fetch activities only once
* Update changelog
1 year ago
Thomas Kaul
7db7eeecf2
Bugfix/fix view mode toggle of holdings tab ( #3698 )
* Fix view mode toggle
* Update changelog
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
9246a73f41
Feature/refactor dark theme css selector ( #3662 )
* Refactor dark theme CSS selector
* Update changelog
1 year ago
Thomas Kaul
c34959896c
Feature/improve color assignment with annualized performance in treemap chart ( #3657 )
* Improve color assignment
* Update changelog
1 year ago
Thomas Kaul
e85cc0fcfc
Feature/clone or edit activity from account detail dialog ( #3647 )
* Clone or edit activity from holding detail dialog
* Update changelog
1 year ago
Thomas Kaul
dc1948016f
Feature/clone or edit activity from holding detail dialog ( #3644 )
* Clone or edit activity from holding detail dialog
* Update changelog
1 year ago
Thomas Kaul
41f5801b5e
Feature/refactor unique asset type to asset profile identifier ( #3636 )
* Refactoring
1 year ago
Thomas Kaul
aef650753e
Feature/clean up activities page ( #3635 )
* Clean up
1 year ago
Thomas Kaul
8f6203d296
Feature/manage tags of holdings ( #3630 )
* Manage tags of holdings
* Update changelog
1 year ago
Thomas Kaul
601e6f4147
Feature/improve account selector of create or update activity dialog ( #3607 )
* Improve empty value of account selector
* Update changelog
1 year ago
Thomas Kaul
1c9805bb96
Feature/improve allocations by etf holding for impersonation mode ( #3534 )
* Improve allocations by ETF holding for impersonation mode
* Update changelog
1 year ago
Thomas Kaul
519827045a
Feature/add dialog for benchmarks in markets overview ( #3493 )
* Add benchmarks dialog in markets overview
* Update changelog
1 year ago
Thomas Kaul
bf20a5de82
Feature/improve date validation in activity endpoints ( #3489 )
* Improve date validation
* Update changelog
1 year ago
Thomas Kaul
b725e6e2ec
Feature/migrate client to control flow ( #3475 )
* Migrate to control flow
* Update changelog
1 year ago
Thomas Kaul
118e17f78c
Feature/improve wording on allocations page ( #3479 )
1 year ago
Thomas Kaul
f5e6f7dcfe
Bugfix/fix initialization of fire calculator ( #3470 )
* Fix initialization
* Update changelog
1 year ago
Thomas Kaul
23e4d5454d
Feature/improve allocations by etf holding ( #3467 )
* Improve allocations by ETF holding
* Update changelog
1 year ago
Thomas Kaul
8a9ae9bb33
Feature/allocations by etf holding ( #3464 )
* Setup allocations by ETF holding
* Update changelog
1 year ago
Eduardo Marinho
6dabf7516a
Feature/preselect account in create or update activity dialog ( #3413 )
* Preselect account if there is only one
* Update changelog
1 year ago
Gerard Du Pre
8319b216bb
Feature/support delete activities with filtering ( #3394 )
* Support delete activities with filtering
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
72e75208df
Bugfix/fix position detail dialog close functionality ( #3396 )
* Handle holding detail dialog open functionality in a single place (AppComponent)
* Update changelog
1 year ago
Thomas Kaul
61f0da35bc
Feature/disable delete all activities if filters are active ( #3389 )
* Disable delete all activities button if filters are active
* Update changelog
1 year ago
Thomas Kaul
74f4323903
Feature/increase spacing around floating action buttons ( #3385 )
* Increase spacing around floating action buttons
* Update changelog
1 year ago
Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
1 year ago