Thomas Kaul
ac0f6f40cf
Remove closing tags ( #2816 )
1 year ago
Thomas Kaul
6a048cee85
Feature/add hint for twr to portfolio summary ( #2824 )
* Add hint for TWR
* Add TWR to README.md
* 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
7130ac7565
Feature/add support for fees on account level ( #1954 )
* Add migration
* Add business logic for fees
* Fix export for liabilities
* 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
a53461d257
Feature/migrate currency to unit in value component ( #2043 )
* Migrate currency to unit
* Update locales
2 years ago
Thomas Kaul
cdb8dc72c7
Feature/improve mobile layout of portfolio summary ( #1982 )
* Improve layout for mobile
* Update changelog
2 years ago
Thomas Kaul
048900d01b
Bugfix/improve performance calculation for sell activitities ( #1388 )
* Improve performance calculation for SELL activities
* Update changelog
Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
3 years ago
Thomas Kaul
f01a3f893d
Exclude accounts ( #1289 )
* Exclude accounts
* Update changelog
3 years ago
Thomas Kaul
aef91d3e30
Feature/improve label in summary ( #827 )
* Improve label
* Update changelog
3 years ago
Thomas Kaul
5a369f29d4
Feature/restructure portfolio summary tab ( #754 )
* Restructure portfolio summary
* 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
52e4504de9
Fix time in market ( #700 )
* Fix time in market
* 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
e1932eb5a1
Bugfix/exclude drafts from transaction count ( #473 )
* Fix transactions count (exclude drafts)
* Improve wording (summary page)
* Update changelog
3 years ago
Thomas Kaul
39f315aba0
Feature/add annualized performance ( #364 )
* Add annualized performance
* Update changelog
4 years ago
Valentin Zickner
48ab862bb6
net performance for current positions ( #330 )
* implement fees for transaction points #324
* add net performance to current positions #324
* add net performance to calculate timeline #324
* make timeline fee accumulated by default #324
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
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