ghostfolio

Commit Graph

Author	SHA1	Message	Date
Thomas Kaul	b2b3fde80e	Bugfix/support multiple accounts with the same name (#623 ) * Support multiple accounts with the same name * Update changelog	3 years ago
Thomas Kaul	e54638a684	Feature/improve analysis page (#609 ) * Improve analysis page (show y-axis, extend chart in relation to days in market) * Update changelog	3 years ago
Thomas Kaul	029b7bed9a	Bugfix/improve error handling in position api endpoint (#607 ) * Add guards * Update changelog	3 years ago
Thomas Kaul	d69a69ce18	Bugfix/fix exception with market state (#602 ) * Fix exception with market state * 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	ff638adf03	Feature/add transactions to position detail dialog (#591 ) * Add transactions to position detail dialog * Update changelog	3 years ago
Thomas Kaul	e78755c280	Replace OrderType with Type (prisma) (#560 )	3 years ago
Thomas Kaul	e518bc3779	Feature/clean up all time high and low from performance endpoint (#551 ) * Remove isAllTimeHigh / isAllTimeLow * Update changelog	3 years ago
Thomas Kaul	78e0fdb0ca	Add coupon system (#529 ) * Add coupon system * Update changelog	3 years ago
Thomas Kaul	49f46e1a1e	Bugfix/improve allocations by currency with cash balances (#508 ) * Improve allocations by currency in combination with cash balances * Update changelog	3 years ago
Thomas Kaul	72067459d6	Feature/add value to position detail dialog (#492 ) * Add value to position detail dialog * Update changelog	3 years ago
Thomas Kaul	1c2ca5b96b	Feature/accentuate all time high and low (#428 ) * Accentuate all time high and all time low * Update changelog Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>	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	3032126508	Feature/add footer row to accounts table (#471 ) * Add footer row to accounts table with total balance and value * Update changelog	3 years ago
Thomas Kaul	d2fabe7ce4	Feature/add value column to accounts table (#468 ) * Add value column * Update changelog	3 years ago
Thomas Kaul	cd76f89902	Feature/increase decimal places for cryptocurrencies (#462 ) * Calculate quantity precision * Update changelog	3 years ago
Thomas Kaul	6dea9093ba	Feature/add public portfolio (#426 ) * Setup public portfolio page * Update changelog	4 years ago
Thomas Kaul	dcee651098	Feature/support unlimited currencies (#387 ) * Support unlimited currencies * Update changelog	4 years ago
Thomas Kaul	0f72673ef4	Feature/respect data source in symbol data endpoint (#370 ) * Respect data source in symbol data endpoint * Respect data source in the data provider service * Combine symbol with data source in get() of data provider service * Improve search functionality for multiple data sources * Update changelog	4 years ago
Valentin Zickner	d2aeeb3e88	optimize annual performance calculation (#367 ) * Optimize annual performance calculation * Update changelog Co-authored-by: Valentin Zickner <github@zickner.ch> Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	4 years ago
Thomas Kaul	39f315aba0	Feature/add annualized performance (#364 ) * Add annualized performance * Update changelog	4 years ago
Thomas Kaul	5d4156ecec	Feature/refactor position detail dialog (#355 ) * Add name to portfolio position endpoint * Update changelog	4 years ago
Matthias Frey	63ee33b685	Use 'import type' to import types, eliminate webpack warnings (#358 )	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 Kaul	ba234a470e	Feature/add storybook story for trend indicator component (#346 ) * Add storybook story for trend indicator component * Update changelog	4 years ago
Thomas Kaul	73a967a7e5	Feature/add cash as asset sub class (#319 ) * Add cash as asset sub class * Update changelog	4 years ago
Thomas Kaul	c5bb3023d3	Bugfix/filter out positions without quantity (#317 ) * Filter out positions without any quantity * Update changelog	4 years ago
Thomas Kaul	72c065a59d	Feature/introduce asset sub class (#312 ) * Introduce asset sub class * Update changelog	4 years ago
Thomas Kaul	aad8f77093	Feature/improve allocations by account (#308 ) * Improve allocations by account * Eliminate accounts from PortfolioPosition * Ignore cash assets in the allocation chart by sector, continent and country * Add missing accounts to portfolio details * Update changelog	4 years ago
Thomas Kaul	c2ab6a6c44	Feature/improve portfolio details endpoint (#302 ) * Make details endpoint fault tolerant (do not throw error) * Update changelog	4 years ago
Thomas Kaul	e17b217032	Bugfix/fix issue on buy date in position detail dialog (#297 ) * Fix issue on buy date * Update changelog	4 years ago
Thomas Kaul	0ee2258af8	Feature/improve impersonation mode (#293 ) * Improve the impersonation mode * Update changelog	4 years ago
Valentin Zickner	308b218487	introduce basic module structure for data provider (#278 ) * introduce basic module structure for data provider * introduce DataGatheringModule * introduce ExchangeRateDataModule * introduce ImpersonationModule * move RulesService * cleanup portfolio module * Sort imports 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
Thomas	908aba170d	Fix position chart for missing historical data (#284 ) * Fix position chart for missing historical data * Update changelog	4 years ago
Thomas	0a85a56c67	Respect cash balance in allocations, do not hide cryptocurrency holdings (#280 ) * Respect cash balance in allocations, do not hide cryptocurrency holdings * Update changelog	4 years ago
Thomas	80d043729d	Feature/replace type with asset class (#274 ) * Improved the asset classification * Add assetClass to symbolProfile * Remove type from position * Update changelog	4 years ago
Thomas	bb76ace95d	Feature/improve support for draft transactions (#265 ) * Improve support for draft transactions * Update changelog	4 years ago
Valentin Zickner	dfcf826b4f	implement support for buy-sell(-buy) scenario (#262 ) Co-authored-by: Valentin Zickner <github@zickner.ch>	4 years ago
Valentin Zickner	218efbb5bd	fix position diagram for sold items (#261 ) * fix position diagram for sold items * Add missing data to position from the past * Update changelog Co-authored-by: Valentin Zickner <github@zickner.ch> Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	4 years ago
Valentin Zickner	ba3b4564cd	Bugfix/dashboard currencies (#260 ) * filter list of orders only for relevant orders * Update changelog Co-authored-by: Valentin Zickner <github@zickner.ch> Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	4 years ago
Valentin Zickner	bf256ae50c	fix position currency conversion (#256 ) Co-authored-by: Valentin Zickner <github@zickner.ch>	4 years ago
Thomas	94d2310217	Bugfix/fix spike of positions with differing currency of user (#248 ) * Convert market price back to currency of position * Update changelog	4 years ago
Thomas	b7d950f3f9	Bugfix/fix missing market state in positions (#250 ) * Fix missing market state in positions * Update changelog	4 years ago
Thomas	4bd41ffa41	Feature/eliminate name from timeline position (#245 ) * Eliminate name from timeline position: Get the name from the symbolProfileService instead * Update changelog	4 years ago
Thomas	423ceec317	Feature/remove symbol icon from dialog header (#244 ) * Remove symbol icon from dialog header * Clean up code	4 years ago
Valentin Zickner	5b4a1785ae	fix investment values for portfolio.service.ts (#243 ) * fix investment values for portfolio.service.ts * Update changelog Co-authored-by: Valentin Zickner <github@zickner.ch> Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	4 years ago
Thomas	823501f43e	Sort imports (#242 )	4 years ago
Valentin Zickner	331ac7ded2	remove unused method in portfolio.service.ts (#240 ) Co-authored-by: Valentin Zickner <github@zickner.ch>	4 years ago
Valentin Zickner	23b2e03923	refactor rule evaluation	4 years ago

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96 Commits (b2b3fde80e209b5b8fbd079ed8f0acedaa6f15bb)