Thomas Kaul
5cb6e5dec6
Feature/support filtering by asset class on the allocations page ( #926 )
* Support filtering by asset class
* Update changelog
4 years ago
Thomas Kaul
c1d460cead
Improve filtering ( #901 )
4 years ago
Thomas Kaul
dfa67b275c
Feature/improve filtering on allocations page ( #900 )
* Include cash positions on allocations page (with no filtering)
* Update changelog
4 years ago
Thomas Kaul
ea3a9d3b79
Feature/eliminate circular dependencies in common library ( #896 )
* Eliminate circular dependencies
* Update changelog
4 years ago
Thomas Kaul
16dd8f7652
Feature/refactor filters with interface ( #883 )
* Refactor filtering with an interface
* Filter by accounts
* Update changelog
4 years ago
Thomas Kaul
b7bbc029ac
Feature/render tags in dialogs ( #864 )
* Render tags
* Update changelog
4 years ago
Thomas Kaul
bad9d17c44
Setup allocations page and endpoint ( #859 )
* Setup tagging system
* Update changelog
4 years ago
Thomas Kaul
67f2b326f3
Switch to new calculation engine ( #814 )
* Switch to new calculation engine
* Clean up old portfolio calculation engine (#815 )
* Rename new portfolio calculation engine (#816 )
* Update changelog
4 years ago
Thomas Kaul
14773bf1aa
Bugfix/fix duplicate currency conversion in account calculations ( #771 )
* Fix currency conversion (duplicate)
* Update changelog
4 years ago
Thomas Kaul
eb0444603b
Bugfix/fix user currency of public page ( #761 )
* Fix user currency
* Update changelog
4 years ago
Thomas Kaul
7b6893b5ed
Feature/add support for emergency fund ( #749 )
* Add support for emergency fund
* Update changelog
4 years ago
Thomas Kaul
c216ab1d76
Eliminate data source from order model ( #730 )
* Eliminate currency, data source and symbol from order model
* Remove prefix for symbols with data source GHOSTFOLIO
* Update changelog
4 years ago
Thomas Kaul
86acbf06f4
Feature/add data provider errors to api response ( #738 )
* Add data provider error details
* Update changelog
4 years ago
Thomas Kaul
3de7d3f60e
Bugfix/improve account calculations ( #737 )
* Improve account calculations
* Update changelog
4 years ago
Thomas Kaul
c02bcd9bd8
Feature/migrate to yahoo finance2 ( #722 )
* Migrate to yahoo-finance2
* Add support for mutual funds
* Add url to symbol profile
* Clean up
4 years ago
Thomas Kaul
fa66cd5bce
Feature/add countries and sectors to position detail dialog ( #692 )
* Add asset and asset sub class
* Add countries and sectors to position detail dialog
* Update changelog
4 years ago
Thomas Kaul
76f70598e2
Feature/add support for wealth items ( #666 )
* Add support for wealth items
* Update changelog
4 years ago
Thomas Kaul
86943a5f5b
Feature/harmonize big.js operators ( #686 )
* Harmonize big.js operators
* Update changelog
4 years ago
Thomas Kaul
5d8bde5a70
Feature/access data source and symbol from symbol profile ( #668 )
* Access dataSource and symbol from SymbolProfile
* Update changelog
4 years ago
Thomas Kaul
62885ea890
Feature/improve consistent use of symbol with data source ( #656 )
* Improve the consistent use of symbol with dataSource
* Update changelog
4 years ago
Thomas Kaul
5d3bbb8f30
Feature/improve annualized performance ( #651 )
* Improve annualized performance calculation
* Update changelog
4 years ago
Thomas Kaul
585f99e4df
Feature/add summary row to activities table ( #645 )
* Add summary row to activities table
* Update changelog
4 years ago
Thomas Kaul
7df53896f3
Feature/start eliminating data source from order ( #622 )
* Start eliminating dataSource from order
* Update changelog
4 years ago
Thomas Kaul
b2b3fde80e
Bugfix/support multiple accounts with the same name ( #623 )
* Support multiple accounts with the same name
* Update changelog
4 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
4 years ago
Thomas Kaul
029b7bed9a
Bugfix/improve error handling in position api endpoint ( #607 )
* Add guards
* Update changelog
4 years ago
Thomas Kaul
d69a69ce18
Bugfix/fix exception with market state ( #602 )
* Fix exception with market state
* Update changelog
4 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>
4 years ago
Thomas Kaul
ff638adf03
Feature/add transactions to position detail dialog ( #591 )
* Add transactions to position detail dialog
* Update changelog
4 years ago
Thomas Kaul
e78755c280
Replace OrderType with Type (prisma) ( #560 )
4 years ago
Thomas Kaul
e518bc3779
Feature/clean up all time high and low from performance endpoint ( #551 )
* Remove isAllTimeHigh / isAllTimeLow
* Update changelog
4 years ago
Thomas Kaul
78e0fdb0ca
Add coupon system ( #529 )
* Add coupon system
* Update changelog
4 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
4 years ago
Thomas Kaul
72067459d6
Feature/add value to position detail dialog ( #492 )
* Add value to position detail dialog
* Update changelog
4 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>
4 years ago
Thomas Kaul
e1932eb5a1
Bugfix/exclude drafts from transaction count ( #473 )
* Fix transactions count (exclude drafts)
* Improve wording (summary page)
* Update changelog
4 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
4 years ago
Thomas Kaul
d2fabe7ce4
Feature/add value column to accounts table ( #468 )
* Add value column
* Update changelog
4 years ago
Thomas Kaul
cd76f89902
Feature/increase decimal places for cryptocurrencies ( #462 )
* Calculate quantity precision
* Update changelog
4 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