Agustin Alexander
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b10767a13b
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Update portfolio.service.ts
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3 years ago |
Agustin Alexander
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3505af6896
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Update portfolio.service.ts
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3 years ago |
Agustin Alexander
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fcb5dcae3c
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Update portfolio.service.ts
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3 years ago |
Agustin Alexander
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f62b1f5373
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Reverted cash setting to other
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3 years ago |
Agustin Alexander
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d9e8cade6d
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Added Unknown Mode disabled so that users can get cleaner graphs when some assets are not classified with country or sector.
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3 years ago |
Thomas Kaul
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f7597c213d
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Feature/add dividend and fees to position detail dialog (#1643)
* Add dividend and fees to position detail dialog
* Update changelog
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3 years ago |
Thomas Kaul
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2e7f46ad78
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Feature/allow account for activity of type item (#1641)
* Support linking wealth items to account
* Update changelog
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3 years ago |
Thomas Kaul
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6aae0cc1e4
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Bugfix/fix issue with value in value redaction interceptor (#1627)
* Fix issue with value in value redaction interceptor
* Fix format of world map
* Update changelog
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3 years ago |
Thomas Kaul
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6cd51fb044
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Feature/hide irrelevant errors in client (#1623)
* Hide irrelevant errors in client
* Update changelog
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3 years ago |
Thomas Kaul
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271001f523
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Feature/remove toggle on allocations page (#1620)
* Rename allocationCurrent, remove allocationInvestment
* Update changelog
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3 years ago |
Thomas Kaul
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a7e513a6d1
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Bugfix/fix filtered value for emergency fund (#1619)
* Fix filtered value
* Update changelog
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3 years ago |
Thomas Kaul
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a834ef6b4c
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Release 1.228.1 (#1617)
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3 years ago |
Thomas Kaul
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7fa6eda45d
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Feature/remove emergency fund as asset class (#1615)
* Remove emergency fund as asset class
* Update changelog
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3 years ago |
Yash Solanki
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bb99141e9c
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Fix group by month/year not working for YTD (#1598)
* Set time to 00:00:00 when getting current timestamp
* Update changelog
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3 years ago |
Thomas Kaul
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d147c2313f
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Feature/support assets in emergency fund (#1601)
* Support assets in emergency fund
* Update changelog
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3 years ago |
Thomas Kaul
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a7e5a316be
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Bugfix/fix big.js exception in report endpoint (#1586)
* Fix exception with missing marketPrice
* Update changelog
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3 years ago |
Thomas Kaul
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a850e8ca22
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Import dividend (#1560)
* Import dividend
* Update changelog
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3 years ago |
Yash Solanki
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925d38703e
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Feature/add group by year option on analysis page (#1568)
* Add group by year option
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3 years ago |
Thomas Kaul
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b20fa55b79
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Feature/add filters to analytics page (#1559)
* Add filters to analysis page
* Update changelog
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3 years ago |
Thomas Kaul
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66d5793528
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Refactoring (#1545)
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3 years ago |
Thomas Kaul
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49dcade964
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Feature/add date of first activity to holdings (#1505)
* Add date of first activity
* Update changelog
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3 years ago |
Thomas Kaul
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3a78d6c3f1
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Feature/add dividend timeline (#1498)
* Add dividend timeline
* Update changelog
Co-Authored-By: João Pereira <joao@jpereira.me>
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3 years ago |
Thomas Kaul
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be14458437
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Bugfix/fix division by zero error in cash positions calculation (#1462)
* Handle division by zero
* Update changelog
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3 years ago |
Thomas Kaul
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33fd1282e5
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Bugfix/fix cash position in user currency (#1433)
* Initialize cash positions with user currency
* Update changelog
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3 years ago |
Thomas Kaul
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4c893c4dcc
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Bugfix/fix public page (#1408)
* Fix public page
* Update changelog
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3 years ago |
Thomas Kaul
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47f84dab06
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Remove postfix (#1360)
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3 years ago |
Thomas Kaul
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a65424aafa
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Feature/add total amount chart to investment timeline (#1344)
* Add total amount chart
* Update changelog
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3 years ago |
Thomas Kaul
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3fc2228f1d
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Feature/switch to new performance calculation (#1336)
* Switch to new performance calculation
* Update changelog
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3 years ago |
Thomas Kaul
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c2df99072d
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Feature/refactor filters (#1299)
* Refactor filters
Co-Authored-By: Zakaria YAHI <9142557+ZakYahi@users.noreply.github.com>
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3 years ago |
Thomas Kaul
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f01a3f893d
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Exclude accounts (#1289)
* Exclude accounts
* Update changelog
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3 years ago |
Thomas Kaul
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7667af059c
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Feature/combine performance and chart calculation (#1285)
* Combine performance and chart calculation endpoints
* Update changelog
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3 years ago |
Thomas Kaul
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b1b5689242
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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>
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3 years ago |
Thomas Kaul
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d4c3a9d1e8
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Feature/add percentage visualization of the current filter (#1268)
* Add percentage visualization of the active filter
* Update changelog
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3 years ago |
Thomas Kaul
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4f8fe83a16
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Feature/clean up user database schema (#1242)
* Clean up user database schema
* Update changelog
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3 years ago |
Thomas Kaul
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fc4bb71184
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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
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3 years ago |
Thomas Kaul
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3b2f13850c
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Feature/improve chart calculation (#1226)
* Improve chart calculation
* Update changelog
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3 years ago |
Thomas Kaul
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35963580bc
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Bugfix/improve error handling in portfolio calculations (#1215)
* Improve error handling
* Update changelog
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3 years ago |
Thomas Kaul
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0e0592180f
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Add current month (#1067)
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3 years ago |
Thomas Kaul
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60e2aff488
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Extend investment timeline by month (#1066)
* Extend investment timeline grouped by month
* Update changelog
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3 years ago |
Thomas Kaul
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c0f19d56ec
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Feature/add account detail dialog (#1047)
* Add account detail dialog
* Update changelog
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3 years ago |
Thomas Kaul
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f7bf6e652b
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Feature/add icon and name to positions table (#1040)
* Add icon and name
* Update changelog
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3 years ago |
Thomas Kaul
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cff8acd7b1
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Clean up (#1022)
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3 years ago |
Thomas Kaul
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aba562cb35
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Bugfix/fix error handling for missing market prices (#1023)
* Add fallback for missing market price
* Update changelog
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3 years ago |
Thomas Kaul
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2c4c16ec99
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Feature/extend markets overview by benchmarks (#953)
* Add benchmarks to markets overview
* Update changelog
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4 years ago |
Thomas Kaul
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332203b9e2
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Feature/add support to set the base currency via env variable (#948)
* Set base currency via environment variable
* Update changelog
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4 years ago |
Thomas Kaul
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af0863d193
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Bugfix/fix currency conversion in accounts (#937)
* Fix currency conversion in accounts
* Update changelog
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4 years ago |
Thomas Kaul
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5cb6e5dec6
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Feature/support filtering by asset class on the allocations page (#926)
* Support filtering by asset class
* Update changelog
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4 years ago |
Thomas Kaul
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c1d460cead
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Improve filtering (#901)
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4 years ago |
Thomas Kaul
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dfa67b275c
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Feature/improve filtering on allocations page (#900)
* Include cash positions on allocations page (with no filtering)
* Update changelog
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4 years ago |
Thomas Kaul
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ea3a9d3b79
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Feature/eliminate circular dependencies in common library (#896)
* Eliminate circular dependencies
* Update changelog
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4 years ago |