Thomas Kaul
4ab3f81384
Extract getFactor() ( #3089 )
* Extract getFactor()
* Refactoring
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
Søren Bjergmark
68e558f198
Feature/Improve activities import by ISIN number ( #3051 )
* Improve activities import by ISIN number
* Update changelog
2 years ago
Thomas Kaul
c002e37285
Feature/add missing default currency to prepare currencies function ( #3042 )
* Add missing default currency
* Update changelog
2 years ago
miles
a3178fb213
Feature/expose redis database via environment variable ( #3036 )
* Expose Redis database via environment variable
* Update changelog
2 years ago
Thomas Kaul
9acdb41aa2
Refactor params to object ( #2987 )
2 years ago
Thomas Kaul
67ae86763e
Handle premium data provider in getQuotes() ( #3020 )
* Handle premium data provider in getQuotes()
2 years ago
Thomas Kaul
266c0a9a2c
Feature/eliminate search request in get quotes of eod service ( #3019 )
* Eliminate search request to get quotes
* Update changelog
2 years ago
Thomas Kaul
ad42c0bf28
Enable FAQ link for self-hoster ( #3015 )
2 years ago
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
2 years ago
Thomas Kaul
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
* Introduce setting to disable data gathering
* Update changelog
2 years ago
Thomas Kaul
f83e75df44
Feature/harmonize env variables of various api keys ( #2980 )
* Harmonize env variables of various API keys
* Update changelog
2 years ago
Thomas Kaul
35450ac004
Bugfix/add missing data provider info to search results of coingecko ( #2967 )
* Add missing data provider info
* Update changelog
2 years ago
Thomas Kaul
893e76f83f
Feature/provide data provider info in search ( #2958 )
* Provide data provider info in search
* Update changelog
2 years ago
Hey
2a38a16f6b
Feature/Improve error logs for timeout in data provider services ( #2953 )
* Improve error logs for timeout in data provider services
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
1ca4f885b0
Feature/migrate holdings page to work with filters of assistant ( #2932 )
* Migrate portfolio holdings to work with filters of assistant
* Update changelog
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
Thomas Kaul
9fdbd22cb5
Bugfix/fix activities import for manual data source ( #2923 )
* Fix import
* Update changelog
2 years ago
Thomas Kaul
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
* Format name
* Update changelog
2 years ago
Thomas Kaul
b39c97ab9f
Bugfix/improve validation for non numeric results in eod service ( #2916 )
* Improve validation of non-numeric numbers
* Update changelog
2 years ago
Thomas Kaul
09ce8b1cd0
Feature/add support for importing dividends from eod ( #2910 )
* Add support for importing dividends
* Update changelog
2 years ago
Thomas Kaul
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
* Improve handling of derived currencies
* Update changelog
2 years ago
Thomas Kaul
0ee632470e
Improve typings ( #2889 )
2 years ago
Hugo Persson
c918deeb1c
Feature/Support for editing countries and sectors ( #2854 )
* Add support for editing countries and sectors
* Update changelog
2 years ago
Thomas Kaul
00895b7bb1
Feature/increase timeout to load historical data in data provider service ( #2887 )
* Increase timeout to load historical data
* Update changelog
2 years ago
Thomas Kaul
693791d113
Feature/add validation of search results in eod historical data service ( #2883 )
* Validate currency
* Update changelog
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
440dc470fa
Bugfix/fix currency inconsistency with conversion of ZAR to ZAc ( #2869 )
* Fix conversion from ZAR to ZAc
* Update changelog
2 years ago
Thomas Kaul
c418e75139
Bugfix/fix currency in error log in exchange rate data service ( #2868 )
* Fix currency
* Update changelog
2 years ago
Thomas Kaul
005890d785
Improve extractNumberFromString() for international number formats ( #2843 )
* Set up test
* Add support for international formatted numbers
* Expose locale in scraper configuration
* Update changelog
2 years ago
gizmodus
be801b481e
Feature/Add exchange rate effects to portfolio calculation ( #2834 )
* Add exchange rate effects to portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Tanguy Herbron
d91f947ab0
Feature/Add Coingecko api keys support ( #2827 )
* Add CoinGecko API keys support
* Update changelog
2 years ago
Hugo Persson
371f1dc451
Feature/support rest api in scraper ( #2810 )
* Support REST APIs in scraper
* Update changelog
2 years ago
Thomas Kaul
43b4f14ace
Feature/add button to test scraper configuration ( #2808 )
* Add button to test scraper configuration
* Update changelog
---------
Co-authored-by: Manushreshta B L <manushreshta27@gmail.com>
Co-authored-by: Hugo Persson <hugo.e.persson@gmail.com>
2 years ago
gizmodus
726e727c7d
Feature/benchmark currency correction ( #2790 )
* Convert benchmark performance to base currency
* Introduce getExchangeRates() for multiple dates
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
b89bf1d5e8
Feature/increase timeout to load currencies ( #2800 )
* Increase timeout
* Update changelog
2 years ago
Thomas Kaul
e465f1b791
Feature/add support to edit currency of asset profile with data source manual ( #2789 )
* Add support to edit currency
* Update changelog
2 years ago
Thomas Kaul
01b6c14bcc
Feature/improve handling of derived currency usx ( #2788 )
* Improve handling of USX
* Update changelog
2 years ago
miles
34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` ( #2792 )
* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
2 years ago
Thomas Kaul
0e94112dc7
Feature/adjust holdings weight threshold in trackinsight data enhancer ( #2742 )
* Adjust holdings weight threshold
* Update changelog
2 years ago
Thomas Kaul
377ba75e4c
Add support to delete a cash balance ( #2707 )
2 years ago
Thomas Kaul
1d796a9597
Bugfix/change intraday data gathering to operate synchronously ( #2705 )
* Change intraday data gathering to operate synchronously
* Update changelog
2 years ago
Thomas Kaul
6f4fd0826c
Feature/respect with excluded accounts flag in get account balances ( #2697 )
* Respect withExcludedAccounts in getAccountBalances()
* Update changelog
2 years ago
Thomas Kaul
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
* Extend performance endpoint by net worth per day
* Update changelog
2 years ago
Thomas Kaul
0a83bcd697
Feature/improve error log for data source request timeout ( #2688 )
* Improve error log for timeouts
* Update changelog
2 years ago
Thomas Kaul
781496383b
Bugfix/improve get range query in market data service ( #2659 )
* Attempt to fix "too many bind variables in prepared statement, expected maximum of 32767"
* Update changelog
2 years ago
Thomas Kaul
1586cd3a59
Feature/change twitter to x ( #2654 )
* Change Twitter to X
* Update changelog
2 years ago
Aldrin
aa72287d54
Extend benchmarks in the markets overview by 50-Day and 200-Day trends ( #2575 )
* Extend benchmarks in the markets overview by 50-Day and 200-Day trends
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
93b6011ddc
Feature/refactor get range in market data service ( #2631 )
* Refactor to unique asset in getRange()
* Update changelog
2 years ago
Thomas Kaul
6a722d1bb7
Bugfix/fix get quotes in financial modeling prep service ( #2627 )
* Fix get quotes
* Update changelog
2 years ago