Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
1 year ago
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
* Integrate dividend into transaction point concept
* Update changelog
1 year 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
1 year ago
Thomas Kaul
b12349a148
Feature/add support for interest on account level ( #2354 )
* Add support for interest
* Update changelog
2 years ago
Thomas Kaul
bdf72164b1
Feature/break down emergency fund by cash and assets ( #2159 )
* Break down emergency fund in cash and assets
* Update changelog
2 years ago
Thomas Kaul
7931e6950d
Feature/add support for liabilities ( #1789 )
* Add support for liabilities
* Update changelog
2 years ago
Thomas Kaul
f01a3f893d
Exclude accounts ( #1289 )
* Exclude accounts
* Update changelog
3 years ago
Thomas Kaul
7b6893b5ed
Feature/add support for emergency fund ( #749 )
* Add support for emergency fund
* Update changelog
3 years ago
Thomas Kaul
76f70598e2
Feature/add support for wealth items ( #666 )
* Add support for wealth items
* Update changelog
3 years ago
Thomas Kaul
9e1a7fc981
Feature/dividend ( #547 )
* Add dividend to order type
* Support dividend in transactions table
* Support dividend in transaction dialog
* Extend import file with dividend
* Add dividend to portfolio summary
* Update changelog
Co-authored-by: Fly Man <fly.man.opensim@gmail.com>
3 years ago
Thomas Kaul
39f315aba0
Feature/add annualized performance ( #364 )
* Add annualized performance
* Update changelog
4 years ago
Thomas
98f44323da
Feature/improve usability of tabs on home page ( #283 )
* Improve usability: lazy load endpoints on tab change
* Feature/improve portfolio summary (#285 )
* Update changelog
4 years ago