Thomas Kaul
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a850e8ca22
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Import dividend (#1560)
* Import dividend
* Update changelog
|
2 years ago |
Yash Solanki
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925d38703e
|
Feature/add group by year option on analysis page (#1568)
* Add group by year option
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2 years ago |
Thomas Kaul
|
b20fa55b79
|
Feature/add filters to analytics page (#1559)
* Add filters to analysis page
* Update changelog
|
2 years ago |
Thomas Kaul
|
66d5793528
|
Refactoring (#1545)
|
2 years ago |
Thomas Kaul
|
49dcade964
|
Feature/add date of first activity to holdings (#1505)
* Add date of first activity
* Update changelog
|
2 years ago |
Thomas Kaul
|
3a78d6c3f1
|
Feature/add dividend timeline (#1498)
* Add dividend timeline
* Update changelog
Co-Authored-By: João Pereira <joao@jpereira.me>
|
2 years ago |
Thomas Kaul
|
be14458437
|
Bugfix/fix division by zero error in cash positions calculation (#1462)
* Handle division by zero
* Update changelog
|
2 years ago |
Thomas Kaul
|
33fd1282e5
|
Bugfix/fix cash position in user currency (#1433)
* Initialize cash positions with user currency
* Update changelog
|
2 years ago |
Thomas Kaul
|
4c893c4dcc
|
Bugfix/fix public page (#1408)
* Fix public page
* Update changelog
|
3 years ago |
Thomas Kaul
|
47f84dab06
|
Remove postfix (#1360)
|
3 years ago |
Thomas Kaul
|
a65424aafa
|
Feature/add total amount chart to investment timeline (#1344)
* Add total amount chart
* Update changelog
|
3 years ago |
Thomas Kaul
|
3fc2228f1d
|
Feature/switch to new performance calculation (#1336)
* Switch to new performance calculation
* Update changelog
|
3 years ago |
Thomas Kaul
|
c2df99072d
|
Feature/refactor filters (#1299)
* Refactor filters
Co-Authored-By: Zakaria YAHI <9142557+ZakYahi@users.noreply.github.com>
|
3 years ago |
Thomas Kaul
|
f01a3f893d
|
Exclude accounts (#1289)
* Exclude accounts
* Update changelog
|
3 years ago |
Thomas Kaul
|
7667af059c
|
Feature/combine performance and chart calculation (#1285)
* Combine performance and chart calculation endpoints
* Update changelog
|
3 years ago |
Thomas Kaul
|
b1b5689242
|
Feature/improve performance of chart calculation (#1271)
* Improve performance chart calculation
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Improve chart tooltip of benchmark comparator
* Update changelog
Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
|
3 years ago |
Thomas Kaul
|
d4c3a9d1e8
|
Feature/add percentage visualization of the current filter (#1268)
* Add percentage visualization of the active filter
* Update changelog
|
3 years ago |
Thomas Kaul
|
4f8fe83a16
|
Feature/clean up user database schema (#1242)
* Clean up user database schema
* Update changelog
|
3 years ago |
Thomas Kaul
|
fc4bb71184
|
Feature/migrate date range setting to user settings (#1239)
* Migrate date range to user settings
* Refactor currency and view mode in the user user settings
* Update changelog
|
3 years ago |
Thomas Kaul
|
3b2f13850c
|
Feature/improve chart calculation (#1226)
* Improve chart calculation
* Update changelog
|
3 years ago |
Thomas Kaul
|
35963580bc
|
Bugfix/improve error handling in portfolio calculations (#1215)
* Improve error handling
* Update changelog
|
3 years ago |
Thomas Kaul
|
0e0592180f
|
Add current month (#1067)
|
3 years ago |
Thomas Kaul
|
60e2aff488
|
Extend investment timeline by month (#1066)
* Extend investment timeline grouped by month
* Update changelog
|
3 years ago |
Thomas Kaul
|
c0f19d56ec
|
Feature/add account detail dialog (#1047)
* Add account detail dialog
* Update changelog
|
3 years ago |
Thomas Kaul
|
f7bf6e652b
|
Feature/add icon and name to positions table (#1040)
* Add icon and name
* Update changelog
|
3 years ago |
Thomas Kaul
|
cff8acd7b1
|
Clean up (#1022)
|
3 years ago |
Thomas Kaul
|
aba562cb35
|
Bugfix/fix error handling for missing market prices (#1023)
* Add fallback for missing market price
* Update changelog
|
3 years ago |
Thomas Kaul
|
2c4c16ec99
|
Feature/extend markets overview by benchmarks (#953)
* Add benchmarks to markets overview
* Update changelog
|
3 years ago |
Thomas Kaul
|
332203b9e2
|
Feature/add support to set the base currency via env variable (#948)
* Set base currency via environment variable
* Update changelog
|
3 years ago |
Thomas Kaul
|
af0863d193
|
Bugfix/fix currency conversion in accounts (#937)
* Fix currency conversion in accounts
* Update changelog
|
3 years ago |
Thomas Kaul
|
5cb6e5dec6
|
Feature/support filtering by asset class on the allocations page (#926)
* Support filtering by asset class
* Update changelog
|
3 years ago |
Thomas Kaul
|
c1d460cead
|
Improve filtering (#901)
|
3 years ago |
Thomas Kaul
|
dfa67b275c
|
Feature/improve filtering on allocations page (#900)
* Include cash positions on allocations page (with no filtering)
* Update changelog
|
3 years ago |
Thomas Kaul
|
ea3a9d3b79
|
Feature/eliminate circular dependencies in common library (#896)
* Eliminate circular dependencies
* Update changelog
|
3 years ago |
Thomas Kaul
|
16dd8f7652
|
Feature/refactor filters with interface (#883)
* Refactor filtering with an interface
* Filter by accounts
* Update changelog
|
3 years ago |
Thomas Kaul
|
b7bbc029ac
|
Feature/render tags in dialogs (#864)
* Render tags
* Update changelog
|
3 years ago |
Thomas Kaul
|
bad9d17c44
|
Setup allocations page and endpoint (#859)
* Setup tagging system
* Update changelog
|
3 years ago |
Thomas Kaul
|
67f2b326f3
|
Switch to new calculation engine (#814)
* Switch to new calculation engine
* Clean up old portfolio calculation engine (#815)
* Rename new portfolio calculation engine (#816)
* Update changelog
|
3 years ago |
Thomas Kaul
|
14773bf1aa
|
Bugfix/fix duplicate currency conversion in account calculations (#771)
* Fix currency conversion (duplicate)
* Update changelog
|
3 years ago |
Thomas Kaul
|
eb0444603b
|
Bugfix/fix user currency of public page (#761)
* Fix user currency
* 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
|
c216ab1d76
|
Eliminate data source from order model (#730)
* Eliminate currency, data source and symbol from order model
* Remove prefix for symbols with data source GHOSTFOLIO
* Update changelog
|
3 years ago |
Thomas Kaul
|
86acbf06f4
|
Feature/add data provider errors to api response (#738)
* Add data provider error details
* Update changelog
|
3 years ago |
Thomas Kaul
|
3de7d3f60e
|
Bugfix/improve account calculations (#737)
* Improve account calculations
* Update changelog
|
3 years ago |
Thomas Kaul
|
c02bcd9bd8
|
Feature/migrate to yahoo finance2 (#722)
* Migrate to yahoo-finance2
* Add support for mutual funds
* Add url to symbol profile
* Clean up
|
3 years ago |
Thomas Kaul
|
fa66cd5bce
|
Feature/add countries and sectors to position detail dialog (#692)
* Add asset and asset sub class
* Add countries and sectors to position detail dialog
* 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
|
86943a5f5b
|
Feature/harmonize big.js operators (#686)
* Harmonize big.js operators
* Update changelog
|
3 years ago |
Thomas Kaul
|
5d8bde5a70
|
Feature/access data source and symbol from symbol profile (#668)
* Access dataSource and symbol from SymbolProfile
* Update changelog
|
3 years ago |
Thomas Kaul
|
62885ea890
|
Feature/improve consistent use of symbol with data source (#656)
* Improve the consistent use of symbol with dataSource
* Update changelog
|
3 years ago |