Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								9d6214e93a 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/fix fees calculation in portfolio summary ( #3567 )  
							
							 
							
							 
							
							
								
 
							
							
							* Fix fees calculation
* Update changelog 
							
						 
						1 year ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								6eb9d9d973 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/extend personal finance tools 20240713 ( #3565 )  
							
							 
							
							
								
 
							
							
						 
						1 year ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								9ecc3176a5 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/improve treemap chart for holdings ( #3563 )  
							
							 
							
							 
							
							
								
 
							
							
							* Various improvements
* Introduce permission: accessHoldingsChart
* Improve style of toggle
* Add border radius
* Update changelog 
							
						 
						1 year ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								4063c62a17 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/setup treemap chart for holdings ( #3560 )  
							
							 
							
							 
							
							
								
 
							
							
							* Setup treemap chart
* Update changelog 
							
						 
						1 year ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								4d3dff3e5b 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/extend personal finance tools 20240629 ( #3528 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add Anlage.App
* Add Portfoloo
* Add SharesMaster
* Add Merlin
* Add Holistic
* Add AlphaTrackr
* Add Segmio 
							
						 
						1 year ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								ee086638f3 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add benchmarks preset to admin control panel ( #3513 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add benchmarks preset
* Update changelog 
							
						 
						1 year ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								c4499df74c 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add wealthy tracker ( #3510 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add Wealthy Tracker 
							
						 
						1 year ago  
					 
				
					
						
							
							
								 
								Eduardo Marinho
							
						 
						
							
							
								
								
							
							
								
							
								ff121243e4 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/extend asset profile for currency ( #3495 )  
							
							 
							
							 
							
							
								
 
							
							
							* Extend asset profile for currency
* Update changelog 
							
						 
						1 year ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								6c2acf2aa6 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/set up ssl for local development ( #3482 )  
							
							 
							
							 
							
							
								
 
							
							
							* Set up SSL for local development
* 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  
					 
				
					
						
							
							
								 
								Eduardo Marinho
							
						 
						
							
							
								
								
							
							
								
							
								873fd53715 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/extend market data with currencies preset by activities count and date ( #3460 )  
							
							 
							
							 
							
							
								
 
							
							
							* Extend market data with currencies preset by activities count and date
* Update changelog 
							
						 
						1 year ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								cc92592d86 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/refactor personal finance tools section ( #3478 )  
							
							 
							
							 
							
							
								
 
							
							
							* Refactoring 
							
						 
						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
							
						 
						
							
							
								
								
							
							
								
							
								1a0cb561cd 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add ability to close user account ( #3444 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add ability to close user account
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com> 
							
						 
						1 year ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								c009f8c12f 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add data provider info to asset profile details dialog ( #3434 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add data provider info to asset profile details dialog
* Update changelog 
							
						 
						1 year ago  
					 
				
					
						
							
							
								 
								Eduardo Marinho
							
						 
						
							
							
								
								
							
							
								
							
								60ef46accf 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/fix state handling of currency selector component ( #2795 ) ( #3429 )  
							
							 
							
							 
							
							
								
 
							
							
							* Fix state handling of currency selector component
* Update changelog 
							
						 
						1 year ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								b12ac1fe84 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/simplify module imports of api ( #3443 )  
							
							 
							
							 
							
							
								
 
							
							
							* Simplify module imports 
							
						 
						1 year ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								2090db1199 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/increase number of attempts of queue jobs ( #3376 )  
							
							 
							
							 
							
							
								
 
							
							
							* Increase number of attempts
* Update changelog 
							
						 
						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
							
						 
						
							
							
								
								
							
							
								
							
								4f41bac328 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/set up caching in portfolio calculator ( #3335 )  
							
							 
							
							 
							
							
								
 
							
							
							* Set up caching
* 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
							
						 
						
							
							
								
								
							
							
								
							
								39bd4a349b 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/improve chart in account detail dialog ( #3314 )  
							
							 
							
							 
							
							
								
 
							
							
							* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Bastien Jeannelle
							
						 
						
							
							
								
								
							
							
								
							
								dfacbed66d 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add support to create account cash balances ( #3260 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add support to create account cash balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com> 
							
						 
						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
							
						 
						
							
							
								
								
							
							
								
							
								4e7d93db13 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/adapt priorities of data gathering jobs ( #3262 )  
							
							 
							
							 
							
							
								
 
							
							
							* Adapt priorities of data gathering jobs
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								51203ec96e 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/setup chinese ( #3220 )  
							
							 
							
							 
							
							
								
 
							
							
							* Set up chinese
* 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
							
						 
						
							
							
								
								
							
							
								
							
								5ffc39c32f 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/improve usability to delete asset profile ( #3208 )  
							
							 
							
							 
							
							
								
 
							
							
							* Disable delete button for benchmarks
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								88a9b518f6 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/fix issue with overridden names in activities table ( #3200 )  
							
							 
							
							 
							
							
								
 
							
							
							* Fix issue with overridden names
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Christoph Califice
							
						 
						
							
							
								
								
							
							
								
							
								0edebe30e1 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/Add user account currency to export ( #3194 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add user account currency to export
* 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
							
						 
						
							
							
								
								
							
							
								
							
								7e28e42995 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/exclude fees from holdings ( #3160 )  
							
							 
							
							
								
 
							
							
						 
						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
							
						 
						
							
							
								
								
							
							
								
							
								841bd5c33f 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/fix dividend accumulation in symbol metrics ( #3152 )  
							
							 
							
							 
							
							
								
 
							
							
							* Fix total dividend 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
							
						 
						
							
							
								
								
							
							
								
							
								bc8d8309d4 
								
									
								
							
								 
							
						 
						
							
							
								
								Improve handling of future liabilities ( #3118 )  
							
							 
							
							 
							
							
								
 
							
							
							* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* 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  
					 
				
					
						
							
							
								 
								Gerard Du Pre
							
						 
						
							
							
								
								
							
							
								
							
								77358eed65 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/Include user role in admin endpoint ( #3107 )  
							
							 
							
							 
							
							
								
 
							
							
							* Include user role in admin endpoint 
							
						 
						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
							
						 
						
							
							
								
								
							
							
								
							
								8a49a04324 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/improve usability of benchmarks in markets overview ( #3077 )  
							
							 
							
							 
							
							
								
 
							
							
							* Improve icons, localize label
* 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  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								6be38a1c19 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/remove is default flag from account database schema ( #3041 )  
							
							 
							
							 
							
							
								
 
							
							
							* Remove isDefault flag from Account database schema
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								48b412cfb8 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/harmonize setting of default locale ( #3032 )  
							
							 
							
							 
							
							
								
 
							
							
							* Harmonize setting of default locale
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								78b3328bf7 
								
									
								
							
								 
							
						 
						
							
							
								
								Add activities count ( #3005 )  
							
							 
							
							
								
 
							
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								e921ed7f52 
								
									
								
							
								 
							
						 
						
							
							
								
								Reorder imports ( #2988 )  
							
							 
							
							
								
 
							
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								ef9d77312e 
								
									
								
							
								 
							
						 
						
							
							
								
								Introduce renewal-early-bird ( #2982 )  
							
							 
							
							
								
 
							
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								ccaf06360a 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/introduce admin setting to disable data gathering ( #2981 )  
							
							 
							
							 
							
							
								
 
							
							
							* Introduce setting to disable data gathering
* Update changelog 
							
						 
						2 years ago