csehatt741
ac8c9f3400
Activity fee, unitPrice in symbol curreny added
9 months ago
csehatt741
049511504d
PR review changes
9 months ago
csehatt741
8b5bc452ae
API tests fixed
10 months ago
csehatt741
8ea77151d2
Portfolio calculation updated
10 months ago
csehatt741
163376226a
Unit price not converted in the frontend
10 months ago
Thomas Kaul
07ad7f2817
Bugfix/fix upgrade vs. renew subscription button labels ( #4549 )
* Fix upgrade vs. renew subscription button labels
9 months ago
Thomas Kaul
d23dfadbd0
Bugfix/fix active subscription in user table of admin control ( #4544 )
* Fix active subscription
* Update changelog
9 months ago
Thomas Kaul
94e53c7d4a
Feature/move subscription offer from info to user service ( #4533 )
* Move subscription offer from info to user service
* Update changelog
9 months ago
Thomas Kaul
6122da3f14
Feature/optimize get range query in market data service ( #4527 )
* Optimize query in getRange()
* Update changelog
9 months ago
csehatt741
42734dff75
Feature/deactivate asset profile on delisting (Yahoo Finance) ( #4524 )
* Deactivate asset profile on delisting (Yahoo Finance)
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
9 months ago
Thomas Kaul
d1a4cb5037
Feature/improve financial modeling prep service ( #4528 )
* Improve service
* Set maximum number of symbols per request
* Migrate getQuotes to stable API version
* Update changelog
9 months ago
csehatt741
0f557f431e
Feature/add status column to market data table in admin control panel ( #4520 )
* Add status column to market data table in admin control panel
* Update changelog
9 months ago
Tobias Kugel
57748a18ef
Feature/add data gathering toggle to asset profile details dialog ( #4497 )
* Add data gathering toggle to asset profile details dialog
* Update changelog
9 months ago
Marcin Szymański
5754f01819
Feature/improve check for duplicates in preview step of activities import (comments) ( #4498 )
* Improve check for duplicates in preview step of activities import (comments)
* Update changelog
9 months ago
Tobias Kugel
91394160b9
Feature/Allow to edit identifier in asset profile dialog ( #4469 )
* Allow to edit identifier in asset profile dialog
* Update changelog
9 months ago
Shaunak Das
a13d6140cf
Feature/extend emergency fund X-ray rule to support assets ( #4485 )
* Extend emergency fund X-ray rule to support assets
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
Thomas Kaul
31be526c11
Feature/restrict historical market data gathering to active asset profiles ( #4483 )
* Restrict historical market data gathering to active asset profiles
* Update changelog
10 months ago
Thomas Kaul
f08ed2dc68
Feature/add isActive flag to asset profile model ( #4479 )
* Add isActive to SymbolProfile model
* Update changelog
10 months ago
Thomas Kaul
c467c946d4
Bugfix/fix symbol validation in Yahoo Finance service ( #4472 )
* Fix symbol validation
* Add test cases
10 months ago
Thomas Kaul
a6952a0e37
Feature/extend get data sources in data provider service ( #4473 )
* Extend data sources
10 months ago
csehatt741
4842c347a9
Feature/generate new security token for user via admin control panel ( #4458 )
* Generate new security token for user via admin control panel
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
Sayed Murtadha Ahmed
6c624fefc9
Feature/eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component ( #4462 )
* Eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component
* Update changelog
10 months ago
Ronnie Alsop
a9c3224856
Feature/add endpoint to localize site.webmanifest ( #4450 )
* Add endpoint to localize site.webmanifest
* Refactor rootUrl
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
csehatt741
198f73db00
Feature/improve export by applying filters on accounts and tags ( #4425 )
* Improve export by applying filters on accounts and tags
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
Thomas Kaul
d8b305a343
Feature/add Storybook to sitemap.xml ( #4452 )
* Add Storybook
* Update changelog
10 months ago
Szymon Łągiewka
795e4582a8
Feature/replace lodash.uniq with Array.from + Set ( #4387 )
* Replace lodash.uniq with Array.from + Set
* Update chagnelog
10 months ago
csehatt741
efc0b1bf5a
Feature/support filters in AI prompt API ( #4431 )
* Support filters in AI prompt API
* Update changelog
10 months ago
Thomas Kaul
4db8c007f0
Bugfix/fix activities import with account balances ( #4446 )
* Fix import with account balances
* Update changelog
10 months ago
Thomas Kaul
6036547cf5
Feature/refactor portfolio calculator factory ( #4454 )
* Refactor portfolio calculator factory
10 months ago
Thomas Kaul
f17a95eb48
Feature/refresh cryptocurrencies list 20250316 ( #4449 )
* Update cryptocurrencies.json
* Update changelog
10 months ago
Thomas Kaul
6cd79fab31
Feature/rename TWR to ROAI ( #4453 )
* Rename TWR to ROAI
10 months ago
Thomas Kaul
5783497a66
Feature/improve symbol validation in Yahoo Finance service ( #4445 )
* Improve symbol validation
* Update changelog
10 months ago
Thomas Kaul
755ab15755
Feature/format name in financial modeling prep service ( #4441 )
* Format name
* Update changelog
10 months ago
Thomas Kaul
b90e3076d0
Feature/remove exchange rates from admin control overview ( #4439 )
* Remove exchange rates
* Update changelog
10 months ago
Thomas Kaul
2f868b8902
Feature/add guard to TransformDataSourceInRequestInterceptor ( #4438 )
* Add guard
10 months ago
Ken Tandrian
1917c17cf9
Bugfix/fix issue with serving Storybook related to contentSecurityPolicy ( #4437 )
* Fix issue with serving Storybook related to contentSecurityPolicy
* Update changelog
10 months ago
Thomas Kaul
70cd1a89b5
Feature/extend Ghostfolio data provider ( #4420 )
* Extend Ghostfolio data provider
10 months ago
Thomas Kaul
6bdfd8984f
Bugfix/fix fetching dividend and historical market data in Financial Modeling Prep service ( #4416 )
* Add default values
* Update changelog
10 months ago
Thomas Kaul
52081d6741
Bugfix/exclude Storybook from html template middleware ( #4414 )
* Exclude storybook
* Update changelog
10 months ago
csehatt741
cb1f488eb4
Feature/extend export by account balances ( #4390 )
* Extend export by account balances
* Update changelog
10 months ago
Ken Tandrian
bdde9dd314
Task/upgrade to simplewebauthn version 13.1 ( #4407 )
* Upgrade to simplewebauthn version 13.1
* Update changelog
10 months ago
csehatt741
589eefaa76
Feature/extend AI prompt API by mode ( #4395 )
* Extend AI prompt API by mode
* Update changelog
10 months ago
csehatt741
3a09996ca1
Bugfix/fix functionality to delete asset profile of custom currency ( #4354 )
* Fix functionality to delete asset profile of custom currency
* Update changelog
10 months ago
Thomas Kaul
8b353fbf66
Feature/introduce Promise.all() in getPerformance() of portfolio service ( #4381 )
* Introduce Promise.all()
* Update changelog
10 months ago
Thomas Kaul
8f4f29571b
Bugfix/fix export functionality of platforms ( #4379 )
* Fix export functionality of platforms
* Update changelog
10 months ago
Matt Fiddaman
6cdcf9622e
Bugfix/handle exception in benchmark service related to unnamed asset profiles ( #4355 )
* Handle exception in benchmark service related to unnamed asset profiles
* Update changelog
10 months ago
Thomas Kaul
a8d1248461
Feature/improve symbol lookup in Trackinsight service ( #4377 )
* Improve symbol lookup for EXCHANGE:SYMBOL pattern
* Update changelog
10 months ago
csehatt741
035306d4d8
Feature/add createdAt to snapshot and public portfolio endpoint response ( #4350 )
* Add createdAt to snapshot and public portfolio endpoint response
* Update changelog
---------
Co-authored-by: Verbindolai <nikolaiwieczorek@web.de>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
Sayed Murtadha Ahmed
2f35f7225f
Feature/extend export by platforms ( #4360 )
* Extend export by platforms
* Update changelog
10 months ago
Thomas Kaul
168a679535
Feature/extend trackinsight data enhancer by cusip ( #4362 )
* Extend Trackinsight data enhancer by cusip
* Update changelog
10 months ago