Tree: bdcd301339

feature/disable-extended-prisma-client

feature/migrate-from-angular-material-design-2-to-3

feature/optimize-get-range-query-in-market-data-service

feature/rename-subscription-to-subscriptions-in-database-schema

feature/rename-user-to-user-in-subscription-database-schema

feature/upgrade-nx-to-version-21.1.2

main

pr/4926

pr/4975

release/2.162.0-beta.0

release/2.162.0-beta.1

release/2.171.0-beta.0

release/2.171.0-beta.1

release/2.177.0-beta.0

release/2.177.0-beta.1

release/2.215.0-beta.0

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Branches Tags

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Commit Graph

51 Commits (bdcd3013392cb99bbfa25a443dc0ec33ae5e4238)

Author	SHA1	Message	Date
Thomas Kaul	bdcd301339	Refactoring	2 years ago
Thomas Kaul	e617df09c4	Refactoring	2 years ago
Arshad Jamal	9fc7fd14c2	Holdings extended by Dividend Yield Percentage	2 years ago
Francisco Silva	8cd6c34ed8	Feature/introduce portfolio calculator factory (#3214) * Introduce portfolio calculator factory * Update changelog	2 years ago
Thomas Kaul	5788c6474e	Refactor portfolio calculator (#3203) * Refactor portfolio calculator * Consume Activity[] * Change computeTransactionPoints() to private * Eliminate getTransactionPoints() * Update changelog	2 years ago
Thomas Kaul	88a9b518f6	Bugfix/fix issue with overridden names in activities table (#3200) * Fix issue with overridden names * Update changelog	2 years ago
Thomas Kaul	a33f8d5bed	Upgrade @types/big.js to version 6.2.2 (#3191) * Upgrade @types/big.js to version 6.2.2 * Refactor imports	2 years ago
Thomas Kaul	b642ce08e5	Refactor item type (#3119)	2 years ago
Thomas Kaul	bc8d8309d4	Improve handling of future liabilities (#3118) * Improve handling of future liabilities * Refactor currentValue to currentValueInBaseCurrency * Update changelog	2 years ago
Thomas Kaul	07661d9262	Feature/integrate dividend into transaction point concept (#3092) * Integrate dividend into transaction point concept * Update changelog	2 years ago
Thomas Kaul	4ab3f81384	Extract getFactor() (#3089) * Extract getFactor() * Refactoring	2 years ago
Thomas Kaul	2518a8fd9d	Feature/add accounts tab to position detail dialog (#3012) * Add accounts tab to position detail dialog * Update changelog	2 years ago
Thomas Kaul	e921ed7f52	Reorder imports (#2988)	2 years ago
Thomas Kaul	c9237146e2	Feature/add investment value to chart (#2948) * Add investment value to chart * Update changelog	2 years ago
Thomas Kaul	4434d0315f	Remove unused timeline calculation (#2947)	2 years ago
Thomas Kaul	8d5f2fd91d	Fix fee conversion (#2896) * Fix fee conversion * 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
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	bdf72164b1	Feature/break down emergency fund by cash and assets (#2159) * Break down emergency fund in cash and assets * Update changelog	2 years ago
Thomas Kaul	aafedd5f75	Feature/increase robustness if live data is missing (#1884) * Continuously persist today's market data * Add fallback to historical market data if data provider does not provide live data * Update changelog	3 years ago
Thomas Kaul	897e941e7a	Feature/add data provider info to position (#1730) * Add data provider info * Update changelog	3 years ago
Thomas Kaul	f7597c213d	Feature/add dividend and fees to position detail dialog (#1643) * Add dividend and fees to position detail dialog * Update changelog	3 years ago
Thomas Kaul	2c4c16ec99	Feature/extend markets overview by benchmarks (#953) * Add benchmarks to markets overview * Update changelog	4 years ago
Thomas Kaul	af0863d193	Bugfix/fix currency conversion in accounts (#937) * Fix currency conversion in accounts * 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	b7bbc029ac	Feature/render tags in dialogs (#864) * Render tags * 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	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	5d3bbb8f30	Feature/improve annualized performance (#651) * Improve annualized performance calculation * Update changelog	4 years ago
gizmodus	f15b33e950	Portfolio calculator rework (#632) * Portfolio calculator rework Co-authored-by: Reto Kaul <retokaul@sublimd.com>	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	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	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	cd76f89902	Feature/increase decimal places for cryptocurrencies (#462) * Calculate quantity precision * 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	5d4156ecec	Feature/refactor position detail dialog (#355) * Add name to portfolio position endpoint * Update changelog	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
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	1226c26a9d	Refactor positions	4 years ago
Thomas	b4dc21dd61	Implement new positions endpoint	4 years ago
Thomas	c973ffd3ba	Feature/reorganize helper lib (#100) Reorganize helper lib (Move interfaces and types) * InfoItem * PortfolioItem * PortfolioOverview * PortfolioPerformance * Position * PortfolioPosition * PortfolioReport * PortfolioReportRule * User * UserSettings * DateRange * AdminData * AccessWithGranteeUser * OrderWithAccount * Granularity * UserWithSettings * RequestWithUser	5 years ago
Thomas	111d8d8e3c	Feature/rename share to allocation in columns of positions table (#93) * Rename columns * Initial Share -> Initial Allocation * Current Share -> Current Allocation * Update changelog	5 years ago
Thomas	90a2fea7d6	Feature/create and update accounts (#60) * Allow to create and update accounts * Activate account selector in transaction dialog * Refactor analytics and report from platforms to accounts	5 years ago
Thomas	a076a1c933	Feature/extend position detail dialog (#54) * Extend position detail dialog * Absolute change * Number of transactions	5 years ago
Thomas	40c95a541d	Add data source to transaction model (#53)	5 years ago
Thomas	5cb69291f5	Introduce market states (#38) * closed * delayed (no live data) * open	5 years ago