Tree: a33e771026

feature/disable-extended-prisma-client

feature/migrate-from-angular-material-design-2-to-3

feature/optimize-get-range-query-in-market-data-service

feature/rename-subscription-to-subscriptions-in-database-schema

feature/rename-user-to-user-in-subscription-database-schema

feature/upgrade-nx-to-version-21.1.2

main

pr/4926

pr/4975

release/2.162.0-beta.0

release/2.162.0-beta.1

release/2.171.0-beta.0

release/2.171.0-beta.1

release/2.177.0-beta.0

release/2.177.0-beta.1

release/2.215.0-beta.0

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v1.99.0

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Commit Graph

339 Commits (a33e771026aeda1a6bd1c22b60b01bc1e1bd5dd5)

Author	SHA1	Message	Date
Thomas Kaul	a33e771026	Optimize calculation of allocations by market	2 years ago
Thomas Kaul	ca2e748c56	Bugfix/add missing tags in portfolio calculator (#3243) * Add missing tags * Update changelog	2 years ago
Arshad Jamal	371c999fbc	Feature/Add dividend yield to position detail dialog (#2636) * Add dividend yield to position detail dialog * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 years ago
Thomas Kaul	d7b579e3e8	Feature/refactor getAnnualizedPerformancePercent to portfolio calculator (#3226) * Move getAnnualizedPerformancePercent() to portfolio calculator	2 years ago
Thomas Kaul	b8533050b0	Bugfix/fix duplicated tags in position detail dialog (#3224) * Fix duplicated tags * Update changelog	2 years ago
Francisco Silva	8cd6c34ed8	Feature/introduce portfolio calculator factory (#3214) * Introduce portfolio calculator factory * 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	63a61fb492	Move portfolio calculator (#3204) * Move portfolio calculator	2 years ago
Thomas Kaul	5788c6474e	Refactor portfolio calculator (#3203) * Refactor portfolio calculator * Consume Activity[] * Change computeTransactionPoints() to private * Eliminate getTransactionPoints() * Update changelog	2 years ago
Thomas Kaul	5529fdc0ee	Move transaction points to constructor (#3202)	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
helgehatt	b41eb60348	Fix chart tooltip of benchmark comparator (#3167) * Fix chart tooltip of benchmark comparator * 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
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	bffe6060bd	Pass portfolio calculator to getChart() (#3153)	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	7a364472c8	Bugfix/fix liability issue in allocations (#3133) * Remove liabilities from allocations calculation * Update changelog	2 years ago
gizmodus	0bca8897d6	Fix average price calculation by only considering BUY transactions (#3125) * Fix average price calculation by only considering buy transactions * 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	6d2a897366	Refactor orders with activities (#3122)	2 years ago
Thomas Kaul	d8bfb23f20	Refactor reduce() with getSum() (#3121)	2 years ago
Thomas Kaul	b642ce08e5	Refactor item type (#3119)	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
Thomas Kaul	c54392b7bb	Bugfix/fix exception in account value calculation (#3109) * Fix exception in value of account calculation caused by liabilities * 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	4ab3f81384	Extract getFactor() (#3089) * Extract getFactor() * Refactoring	2 years ago
Thomas Kaul	b932bac9aa	Feature/optimize summary calculation (#3088) * Optimize calculation * 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	7f67430685	Bugfix/readd value in base currency to activity (#3078) * Readd valueInBaseCurrency * Update changelog	2 years ago
Thomas Kaul	2115745471	Bugfix/fix issue with exchange rate calculation of wealth items in accounts (#3065) * Fix exchange rate calculatio of wealth items in accounts * Update changelog	2 years ago
Thomas Kaul	3615e2f057	Feature/improve handling of activities without account (#3060) * Improve handling of activities without account * 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
Thomas Kaul	6f7cbc93b9	Add missing type (#3023)	2 years ago
Thomas Kaul	67ae86763e	Handle premium data provider in getQuotes() (#3020) * Handle premium data provider in getQuotes()	2 years ago
Thomas Kaul	2518a8fd9d	Feature/add accounts tab to position detail dialog (#3012) * Add accounts tab to position detail dialog * Update changelog	2 years ago
Thomas Kaul	e921ed7f52	Reorder imports (#2988)	2 years ago
Thomas Kaul	c9237146e2	Feature/add investment value to chart (#2948) * Add investment value to chart * Update changelog	2 years ago
Thomas Kaul	4434d0315f	Remove unused timeline calculation (#2947)	2 years ago
Francisco Silva	3df8810412	Feature/Add support to grant private access with permissions (#2870) * Add support to grant private access with permissions * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 years ago
Cédric Meuter	a5ed49fe4c	Feature/Add date range selector to assistant (#2905) * Add date range selector including WTD and MTD to assistant * Update changelog	2 years ago
Cédric Meuter	4e9e3f7b6b	Feature/Add `wtd` and `mtd` as possible values for date range (#2902) * Add `wtd` and `mtd` as possible values for date range 'wtd': week-to-date (from the start of the week) 'mtd': month-to-date (from the start of the month) * Update changelog	2 years ago
Thomas Kaul	6167f105fe	Refactoring (#2897)	2 years ago
Thomas Kaul	8d5f2fd91d	Fix fee conversion (#2896) * Fix fee conversion * Update changelog	2 years ago
Thomas Kaul	7b45a8b3fc	Introduce type (#2885)	2 years ago
Thomas Kaul	ba3cf82c6e	Feature/increase robustness of exchange rates by always getting quotes (#2875) * Always get quotes (with fallback to historical data) * Update changelog	2 years ago
Thomas Kaul	5fa3388609	Feature/break down performance into asset and currency (#2863) * Break down performance into asset and currency * Nullify values * Update changelog	2 years ago