Aman
f940eb6725
Task/refactor PortfolioInvestments interface to PortfolioInvestmentsResponse interface ( #5774 )
* Refactor PortfolioInvestments to PortfolioInvestmentsResponse
2 months ago
Umesh Pal
5bcc2e9648
Task/refactor PortfolioDividends interface to PortfolioDividendsResponse interface ( #5773 )
* Refactor PortfolioDividends to PortfolioDividendsResponse
2 months ago
Dibyendu Sahoo
db2c2426c6
Task/refactor interest to interestInBaseCurrency in portfolio summary interface ( #5763 )
* Refactor interest to interestInBaseCurrency
2 months ago
Thomas Kaul
a9f38aaf90
Task/remove deprecated position endpoints from portfolio controller ( #5733 )
* Remove deprecated endpoints
* GET api/v1/portfolio/position/:dataSource/:symbol
* PUT api/v1/portfolio/position/:dataSource/:symbol/tags
* Update changelog
3 months ago
Flavien Lankai-Mills
c173998677
Task/refactor fire wealth from number to object in portfolio summary interface ( #5644 )
* Refactor fire wealth from number to object in portfolio summary interface
* Update changelog
3 months ago
Tobias Kugel
cc9346f3de
Task/restructure portfolio report response ( #5454 )
* Restructure portfolio report response
* Update changelog
4 months ago
Thomas Kaul
bd9aae6fec
Feature/refactor search query of holdings search ( #5333 )
* Refactor search query
* Update changelog
5 months ago
Thomas Kaul
cb30ea2979
Feature/restructure portfolio report response (part 2) ( #5282 )
* Restructure response of portfolio report endpoint
5 months ago
Thomas Kaul
4b03d5a926
Feature/restructure portfolio report response ( #5260 )
* Restructure response of portfolio report endpoint
* Update changelog
5 months ago
Thomas Kaul
cf8eac3d44
Feature/rename Settings to settings in User database schema ( #5100 )
* Rename Settings to settings in User database schema
* Update changelog
6 months ago
Thomas Kaul
7a97ec75f4
Feature/refactor portfolio service ( #5063 )
* Refactor portfolio service
6 months ago
Kenrick Tandrian
d9fb159c6a
Feature/integrate Fuse.js in GET holdings endpoint ( #5062 )
* Integrate Fuse.js in GET holdings endpoint
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
6 months ago
Thomas Kaul
1bced96460
Feature/deprecate portfolio position endpoints ( #4648 )
* Deprecate api/v1/portfolio/position endpoints
* Update changelog
8 months ago
csehatt741
035306d4d8
Feature/add createdAt to snapshot and public portfolio endpoint response ( #4350 )
* Add createdAt to snapshot and public portfolio endpoint response
* Update changelog
---------
Co-authored-by: Verbindolai <nikolaiwieczorek@web.de>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
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
1 year ago
Thomas Kaul
6ad9661d7f
Feature/improve language localization for de 20241214 ( #4123 )
* Update translations
* Update changelog
1 year ago
Thomas Kaul
291be3e605
Feature/extend X-ray page by summary ( #4107 )
* Add summary to X-ray page
* Update changelog
1 year ago
Amandee Ellawala
6057794eb6
Feature/extend assistant by holding selector ( #4031 )
* Extend assistant by holding selector
* Update changelog
1 year ago
Thomas Kaul
73cd2f9cb7
Bugfix/fix exception in portfolio details endpoint ( #3896 )
* Fix exception caused by markets and marketsAdvanced
* 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
Thomas Kaul
bcc8cb1e5b
Feature/modernize rules implementation ( #3869 )
* Modernize rules implementation
* Include markets in details
1 year ago
Thomas Kaul
583c14128b
Feature/extend public api with portfolio performance metrics endpoint ( #3762 )
* Extend Public API with portfolio performance metrics endpoint
* Update changelog
1 year ago
Thomas Kaul
c4a28c6bff
Feature/set up a performance logging service ( #3703 )
* Setup performance logging service
* 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
8f6203d296
Feature/manage tags of holdings ( #3630 )
* Manage tags of holdings
* Update changelog
1 year ago
Thomas Kaul
dd15bba359
Bugfix/fix public page for non existent access ( #3604 )
* Handle non-existent access
* Update changelog
1 year ago
Thomas Kaul
23e4d5454d
Feature/improve allocations by etf holding ( #3467 )
* Improve allocations by ETF holding
* Update changelog
2 years ago
Thomas Kaul
b12ac1fe84
Feature/simplify module imports of api ( #3443 )
* Simplify module imports
2 years ago
Thomas Kaul
e31b4c64cb
Feature/refactor holding detail dialog to standalone ( #3407 )
* Refactor holding detail dialog to standalone
* Update changelog
2 years ago
Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
2 years ago
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
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
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
212aa6a63b
Feature/add date range support to portfolio holdings page ( #3303 )
* Add date range support
* 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
45340b581f
Bugfix/fix public page by including markets data ( #3263 )
* Include markets data
* 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
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
2 years ago
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
* Upgrade @types/big.js to version 6.2.2
* Refactor imports
2 years ago
Thomas Kaul
87bf8df1c3
Bugfix/missing performance chart in presenter view ( #3181 )
* Fix missing performance chart in presenter view
* Update changelog
2 years ago
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
7a364472c8
Bugfix/fix liability issue in allocations ( #3133 )
* Remove liabilities from allocations calculation
* Update changelog
2 years ago
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
2 years ago
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
* Integrate dividend into transaction point concept
* Update changelog
2 years ago
Thomas Kaul
c37ad9bad4
Bugfix/fix activities import ( #3095 )
* Fix query parameter handling of booleans
* Update changelog
2 years ago
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
* Integrate (wealth) items into transaction point concept
* Update changelog
2 years ago
Thomas Kaul
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
* Move break down of performance to general availability
* Update changelog
2 years ago
Thomas Kaul
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
2 years ago