Sven Günther
55ea4bc08c
add i18n
6 days ago
Sven Günther
156103b880
Feature: Add annualized dividend yield to portfolio summary UI
- Display annualized dividend yield as indented entry below Dividend
- Only visible when experimental features are enabled
6 days ago
Sven Günther
79898539d1
Add calculation and display of annualized dividend yield based on dividends received in the last 12 months relative to the investment cost basis.
Implementation:
- Add annualizedDividendYield property to TimelinePosition, PortfolioSnapshot, and PortfolioSummary interfaces
- Calculate individual position yield based on last 12 months dividends / investment with currency effects
- Aggregate portfolio-wide yield in PortfolioSnapshot
- Extract and include yield in PortfolioSummary via PortfolioService
Tests:
- Add comprehensive tests with single position (MSFT)
- Add multi-position test (MSFT + IBM) to verify aggregation
- Add PortfolioService integration tests
- Add IBM mock data to CurrentRateService
- Update cash test to include new property
6 days ago
Karel De Smet
9eb5943666
Task/improve usability when adding currency in market data section of admin control panel ( #6225 )
* Improve usability when adding currency
* Update changelog
1 week ago
github-actions[bot]
dd9989112d
Task/update locales ( #6247 )
* Update locales
* Update changelog
* Update translations
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 week ago
Thomas Kaul
30be7589b6
Task/refactor getDividends() from async to sync ( #6222 )
* Refactor from async to sync
1 week ago
Kenrick Tandrian
9fd9edd0ea
Feature/improve zh localization ( #6245 )
* fix(i18n): move i18n attribute in pricing page
* feat(i18n): update zh locale
* feat(i18n): update zh locale
* feat(docs): update changelog
1 week ago
Thomas Kaul
f364874e27
Task/extend portfolio calculator tests with investments by year ( #6240 )
* Extend tests with investmentsByYear
2 weeks ago
Thomas Kaul
f03b8f097e
Task/refresh cryptocurrencies list 20260123 ( #6236 )
* Update cryptocurrencies.json
* Update changelog
2 weeks ago
Thomas Kaul
13031aaad3
Task/deprecate firstBuyDate in portfolio calculator ( #6239 )
* Deprecate firstBuyDate in favor of dateOfFirstActivity
* Update changelog
2 weeks ago
Thomas Kaul
50d7671d4f
Task/change LambdaTest to TestMu AI ( #6232 )
* Change LambdaTest to TestMu AI
2 weeks ago
Thomas Kaul
71902e39d1
Task/deprecate transactionCount in portfolio calculator and service ( #6228 )
* Deprecate transactionCount in favor of activitiesCount
* Update changelog
2 weeks ago
Thomas Kaul
18f09e88d9
Task/remove deprecated firstBuyDate from portfolio holding response ( #6220 )
* Remove deprecated firstBuyDate
* Update changelog
2 weeks ago
Thomas Kaul
fcae50968b
Task/set analysis page values as experimental ( #6217 )
* Set values as experimental
* Update changelog
2 weeks ago
Thomas Kaul
32f56cb3f6
Task/remove deprecated public Stripe key (part 3) ( #6160 )
* Remove deprecated public Stripe key
2 weeks ago
github-actions[bot]
f5b22e2f06
Task/update locales ( #6212 )
* Update locales
* Update translations
* Update changelog
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 weeks ago
Sven Günther
9df4945d0a
Feature/extend analysis page by values ( #6210 )
* Extend analysis page by values
* Update changelog
2 weeks ago
Thomas Kaul
4cfb785499
Task/deprecate firstBuyDate in portfolio holding response ( #6208 )
* Deprecate firstBuyDate
* Update changelog
2 weeks ago
Thomas Kaul
d9a4d261e4
Bugfix/total fee calculation related to activities in custom currency (part 2) ( #6199 )
* Fix total fee calculation related to activities in custom currency
* Update changelog
2 weeks ago
Thomas Kaul
3359ea1d20
Bugfix/numeric parsing error in X-ray page ( #6198 )
* Fix numeric parsing error related to cash positions
* Update changelog
2 weeks ago
Thomas Kaul
f19e417068
Task/remove deprecated activities from portfolio holding response ( #6157 )
* Remove deprecated activities
* Update changelog
3 weeks ago
Thomas Kaul
aa41cb404b
Task/remove deprecated platforms from info service ( #6137 )
* Remove platforms from info service
* Update changelog
3 weeks ago
Thomas Kaul
6727fb2b74
Bugfix/total fee calculation related to activities in custom currency ( #6191 )
* Fix total fee calculation related to activities in custom currency
* Update changelog
3 weeks ago
Thomas Kaul
3e8c21aa20
Task/extend referral brokers ( #6193 )
* Add Monefit
3 weeks ago
github-actions[bot]
9fd7924f2c
Task/update locales ( #6156 )
* Update locales
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
3 weeks ago
Thomas Kaul
723e154e65
Feature/restore support for specific calendar year date ranges in holdings ( #6186 )
* Restore specific calendar year date ranges
* Update changelog
3 weeks ago
yaro
825a366367
Feature/set up language localization for Korean (ko) ( #6136 )
* Set up language localization for Korean (ko)
* Update changelog
3 weeks ago
Kenrick Tandrian
645e8ee303
Bugfix/prevent double counting of cash in net worth ( #6171 )
* Prevent double counting of cash in net worth
* Update changelog
3 weeks ago
Thomas Kaul
4539367bc5
Task/refresh cryptocurrencies list 20260105 ( #6172 )
* Update cryptocurrencies.json
* Update changelog
4 weeks ago
Thomas Kaul
ac67a6e190
Task/extend portfolio calculator cash test ( #6162 )
* Extend test
4 weeks ago
Thomas Kaul
09e7e6182d
Task/refactor firstOrderDate to dateOfFirstActivity in portfolio service ( #6161 )
* Refactor firstOrderDate to dateOfFirstActivity
4 weeks ago
Kenrick Tandrian
d4d6ce1d07
Task/move admin service to UI library ( #6159 )
* Move admin service to UI library
* Update changelog
4 weeks ago
Thomas Kaul
feb25c9266
Bugfix/fix filtering by asset class in get holdings endpoint ( #6151 )
* Fix filtering by asset class
* Update changelog
1 month ago
Thomas Kaul
5101c406b4
Task/refactor dividend import ( #6150 )
* Refactor dividend import
* Update changelog
1 month ago
Kenrick Tandrian
601008e0e6
Task/move data service to UI library ( #6154 )
* feat(lib): move data service
* feat(client): update imports
* feat(lib): update imports
* Update changelog
1 month ago
Kenrick Tandrian
3943ca9f88
Feature/extend holdings endpoint to include performance with currency effects for cash positions ( #5650 )
* Extend holdings endpoint to include performance with currency effects for cash positions
* Update changelog
1 month ago
github-actions[bot]
61d51ec207
Feature/update locales ( #6083 )
* Update locales
* Update translations
* Update changelog
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 month ago
Omkar Gujja
95cbd01a4c
Task/lazy load platforms via API in create or update account dialog ( #6130 )
* Lazy load platforms via API
* Update changelog
1 month ago
Sven Günther
c52d7f46c2
Task/move scraper configuration to tab in asset profile dialog ( #6094 )
* Move scraper configuration to tab in asset profile dialog
* Update changelog
1 month ago
Thomas Kaul
a6011f2c47
Task/remove deprecated public Stripe key ( #6124 )
* Remove deprecated public Stripe key
* Update changelog
1 month ago
Thomas Kaul
a1fab9fdf3
Task/upgrade stripe to version 20.1.0 ( #6132 )
* Upgrade stripe to version 20.1.0
* Update changelog
1 month ago
Thomas Kaul
7999ff973b
Bugfix/jsonpath import in manual service ( #6129 )
* Fix jsonpath import
* Update changelog
1 month ago
Thomas Kaul
549436d919
Task/extend data providers content in self-hosting FAQ ( #6123 )
* Extend data providers content
* Update changelog
1 month ago
Kenrick Tandrian
742415833c
Task/upgrade to Nx 22.3.3 and Angular 21.0 ( #6109 )
* chore(deps): upgrade to Nx 22.3.3 and Angular 21.0
* feat(nx): run migrations
* fix(ts): change module and moduleResolution for api
* feat(ts): remove duplicates of bundler module resolution
* fix(ts): enable ESM interoperability
* fix(api): update imports
* fix(ts): set module to preserve in api spec
* fix(ts): update target
* resolve comments
* fix(api): set jest moduleNameMapper
* fix(ts): update tsconfig in api spec
* fix(api): revert import changes
* fix(apps): revert unnecessary changes
* fix(client): change marked js file
* fix(deps): remove duplicates
1 month ago
Kenrick Tandrian
2167c4ca8e
Task/upgrade to marked 16.4.2 and ngx-markdown 20.1.0 ( #6117 )
* chore(deps): bump marked and ngx-markdown
* fix(client): change marked script file
* fix(client): change umd to esm
* fix(client): remove marked script file from project.json
* feat(docs): update changelog
1 month ago
Thomas Kaul
0f9bebcf82
Task/eliminate ngx-stripe ( #6116 )
* Eliminate ngx-stripe
* Update changelog
1 month ago
Thomas Kaul
40c01c38dd
Task/deprecate platforms in info item ( #6114 )
* Deprecate platforms
1 month ago
Karel De Smet
eb9d66e760
Task/improve user detail dialog routing in Admin Control panel ( #6104 )
* Improve user detail dialog routing in Admin Control panel
* Update changelog
1 month ago
Paul van der lei
ee1f606b59
Feature/create endpoint to get all platforms ( #6097 )
* Create endpoint to get all platforms
* Update changelog
1 month ago
Thomas Kaul
7abeb4d76a
Task/improve language localization for de 20251229 ( #6108 )
* Update translations
* Update changelog
1 month ago