Thomas Kaul
3de7d3f60e
Bugfix/improve account calculations ( #737 )
* Improve account calculations
* Update changelog
3 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
3 years ago
Thomas Kaul
745ba978a3
Bugfix/fix zen mode ( #723 )
* Fix Zen mode
* Update changelog
3 years ago
gizmodus
a5771f601d
Improve calculation of overall performance percentage ( #701 )
* Improve calculation of overall performance percentage
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
Thomas Kaul
baa6a3d0f0
Feature/restructure api modules ( #706 )
* Restructure modules
* Update changelog
3 years ago
Thomas Kaul
809ee97f6f
Add tests ( #693 )
3 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
3 years ago
Thomas Kaul
76f70598e2
Feature/add support for wealth items ( #666 )
* Add support for wealth items
* Update changelog
3 years ago
Thomas Kaul
86943a5f5b
Feature/harmonize big.js operators ( #686 )
* Harmonize big.js operators
* Update changelog
3 years ago
gizmodus
6eb4eae4a9
Feature/fix twr performance 2 ( #684 )
* Fix TWR performance
* Weight holding period returns according to their investment value
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
gizmodus
9b5ec0c56d
Feature/fix twr performance ( #679 )
* Fix TWR performance
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
Thomas Kaul
5d8bde5a70
Feature/access data source and symbol from symbol profile ( #668 )
* Access dataSource and symbol from SymbolProfile
* Update changelog
3 years ago
Thomas Kaul
155c08d665
Transform data source ( #658 )
* Transform data source
* Update changelog
3 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
3 years ago
Thomas Kaul
5d3bbb8f30
Feature/improve annualized performance ( #651 )
* Improve annualized performance calculation
* Update changelog
3 years ago
Thomas Kaul
bcb7f5f522
Feature/add feature toggle for new calculation engine ( #649 )
* Add feature toggle for new calculation engine
* Update changelog
3 years ago
gizmodus
f15b33e950
Portfolio calculator rework ( #632 )
* Portfolio calculator rework
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
Thomas Kaul
585f99e4df
Feature/add summary row to activities table ( #645 )
* Add summary row to activities table
* Update changelog
3 years ago
Thomas Kaul
7df53896f3
Feature/start eliminating data source from order ( #622 )
* Start eliminating dataSource from order
* Update changelog
3 years ago
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
07de8f87fc
Set market prices explicitly ( #618 )
* Set market prices explicitly
* Set comments explicitly
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
db1d474ddf
Feature/more discreet data provider warning ( #589 )
* Upgrade http-status-codes to version 2.2.0
* Make the data provider warning more discreet
* Update changelog
3 years ago
Thomas Kaul
3b9a8fabb5
Clean up ( #574 )
3 years ago
Valentin Zickner
5d39b267ab
write portfolio calculator test case for symbol BALN.SW (refs #554 ) ( #572 )
3 years ago
Thomas Kaul
1602f976f0
Feature/convert errors to warnings in portfolio calculator ( #562 )
* Convert errors to warnings
* 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
1beb4de62f
Feature/support additional currencies ( #517 )
* Support additional currencies
* 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
da6eaa0d77
Harmonize error log ( #499 )
3 years ago
Thomas Kaul
6c07759eb7
Feature/add market data tab to admin control panel ( #497 )
* Add market data tab
* 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
d60b444324
Release/1.71.0 ( #458 )
* Refactor logger
* Fix exception
* Update changelog
4 years ago
Thomas Kaul
678544748a
Add symbol mapping ( #452 )
* Add symbol mapping
* Update changelog
4 years ago
Thomas Kaul
1397cd62a8
Feature/extend public page ( #445 )
* Extend public page
* Update changelog
4 years ago
Thomas Kaul
2de0e75cb8
Feature/add user interface for granting and revoking public access ( #439 )
* Add user interface for granting and revoking public access
* Update changelog
4 years ago
Thomas Kaul
1296f95602
Feature/move data enhancer from data provider to data gathering ( #437 )
* Move data enhancers from data provider to data enhancer module
* Update changelog
4 years ago
Valentin Zickner
099ad18aaf
refactor data-provider.service.ts to have dynamic list of services ( #429 )
* Refactor data-provider.service.ts to have dynamic list of services
* Update changelog
Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 years ago
Thomas Kaul
6dea9093ba
Feature/add public portfolio ( #426 )
* Setup public portfolio page
* Update changelog
4 years ago