Thomas Kaul
7fac744d8a
Refactoring
10 months ago
tobikugel
ba5b00bcda
implements dynamic creation of each category's rules
10 months ago
tobikugel
fa77976466
implements interface change
10 months ago
Thomas Kaul
d7f8dee2eb
Feature/upgrade Stripe dependencies 20250829 ( #5429 )
* Upgrade Stripe dependencies
* Update changelog
10 months ago
Thomas Kaul
f3fb123309
Feature/improve various functions of data providers ( #5418 )
* Improve various functions of data providers
* Reuse request timeout
* Handle exception in getQuotes() of FinancialModelingPrepService
* Update changelog
10 months ago
Thomas Kaul
af903321a2
Feature/improve error handling in data providers (part 2) ( #5413 )
* Improve error handling
* Update changelog
10 months ago
Kenrick Tandrian
e6aa580fae
Feature/extend watchlist endpoint by trend50d and trend200d ( #5405 )
* Extend watchlist endpoint by trend50d and trend200d
* Update changelog
10 months ago
Thomas Kaul
b2867b1955
Feature/randomize minutes of hourly data gathering cron job ( #5403 )
* Randomize minutes of hourly data gathering
* Update changelog
10 months ago
Thomas Kaul
dad3c27ad9
Feature/remove DATA_SOURCES_LEGACY ( #5396 )
* Remove DATA_SOURCES_LEGACY
10 months ago
Thomas Kaul
b5649654b2
Feature/add filter by data source for asset profiles in admin control panel ( #5385 )
* Add filter by data source
* Update changelog
10 months ago
Thomas Kaul
b0f770e50a
Feature/improve error handling in data providers ( #5387 )
* Improve error handling
* Update changelog
10 months ago
Thomas Kaul
21d337525d
Feature/extend data providers management by every data provider in use ( #5386 )
* Extend data providers management
* Update changelog
10 months ago
Thomas Kaul
2751dab2ac
Feature/refresh cryptocurrencies list 20250816 ( #5373 )
* Update cryptocurrencies.json
* Update changelog
10 months ago
Thomas Kaul
7d1300bea1
Bugfix/add missing guards in getSettings() of static portfolio analysis rules ( #5368 )
* Add missing guards
10 months ago
Attila Cseh
2b8a7de950
Feature/extend accounts endpoint by allocations ( #5358 )
* Extend accounts endpoint by allocations
* Update changelog
10 months ago
Thomas Kaul
52ea3c5e84
Feature/add buying power to static portfolio analysis rules ( #5365 )
* Add buying power rule
* Update changelog
10 months ago
Attila Cseh
711d716de0
Feature/extend accounts endpoint by dividend and interest ( #5335 )
* Extend accounts endpoint by dividend and interest
* Update changelog
11 months ago
Thomas Kaul
bd9aae6fec
Feature/refactor search query of holdings search ( #5333 )
* Refactor search query
* Update changelog
11 months ago
Attila Cseh
6de3db08ca
Feature/extend GET all accounts endpoint by search query filter ( #5329 )
* Extend GET all accounts endpoint by search query filter
* Update changelog
11 months ago
Attila Cseh
7613b54514
Feature/extend activities import by tags ( #5287 )
* Extend activities import by tags
* Update changelog
11 months ago
Thomas Kaul
76d053fc85
Feature/optimize performance of sitemap service ( #5309 )
* Optimize performance
* Update changelog
11 months ago
Thomas Kaul
4844a5b1ad
Feature/refactor tag handling for exclude from analysis ( #5306 )
* Refactoring
11 months ago
Thomas Kaul
32e0e60fb2
Feature/refactor export service ( #5276 )
* Refactor export service
11 months ago
Thomas Kaul
7a5927592d
Feature/add support to exclude activity from analysis via tag ( #5297 )
* Add support to exclude activity from analysis via tag
* Update changelog
11 months ago
Thomas Kaul
cb30ea2979
Feature/restructure portfolio report response (part 2) ( #5282 )
* Restructure response of portfolio report endpoint
11 months ago
Thomas Kaul
36491b8a60
Feature/refresh cryptocurrencies list 20250728 ( #5270 )
* Update cryptocurrencies.json
* Update changelog
11 months ago
Joseph Bao
adc00694cf
Feature/add allocations percentage to accounts table component ( #4720 )
* Add allocations percentage to accounts table component
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
11 months ago
Thomas Kaul
4b03d5a926
Feature/restructure portfolio report response ( #5260 )
* Restructure response of portfolio report endpoint
* Update changelog
11 months ago
Attila Cseh
e001997ff8
Bugfix/activities unexpectedly listed in holdings ( #5182 )
* Fix activities of type FEE, INTEREST and LIABILITY unexpectedly listed in holdings
* Update changelog
11 months ago
Attila Cseh
3b92558e03
Feature/extend activities import by custom asset profiles ( #5243 )
* Extend activities import by custom asset profiles
* Update changelog
11 months ago
Thomas Kaul
c8c5842cec
Feature/migrate various requests to its stable API version in Financial Modeling Prep service ( #5253 )
* Migrate to stable API version
* Update changelog
11 months ago
Thomas Kaul
51f067e454
Bugfix/fix issue with currency detection in Yahoo Finance service ( #5250 )
* Improve currency detection
* Extend tests
* Update changelog
11 months ago
Attila Cseh
bb216e29ce
Feature/upgrade to Nx 21.2 ( #5221 )
* Upgrade to Nx 21.2
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
11 months ago
rohit
7c4cf2ca0c
Feature/set up language localization for Regional Market Cluster Risks ( #5145 )
* Set up language localization for Regional Market Cluster Risks
* Update changelog
11 months ago
Thomas Kaul
a2d5264e5f
Bugfix/fix account cluster risk rules for no accounts ( #5202 )
* Handle no accounts
* Update changelog
11 months ago
Attila Cseh
806df6c0c5
Feature/extend export by custom asset profiles ( #5165 )
* Extend export by custom asset profiles
* Update changelog
11 months ago
Tobias Kugel
44ea3cba8d
Feature/set up localization for static portfolio analysis rules: Economic Market Cluster Risks ( #5169 )
* Set up localization for static portfolio analysis rules: Economic Market Cluster Risks
* Update changelog
11 months ago
Thomas Kaul
f861522762
Bugfix/fix clone functionality for custom asset profile activities ( #5176 )
* Fix clone functionality for custom asset profile activities
* Update changelog
11 months ago
Thomas Kaul
e3546a53a5
Feature/skip errors for custom asset profiles in portfolio snapshot calculation ( #5175 )
* Skip errors for custom asset profiles
* Update changelog
11 months ago
Quan Huynh (John)
9064b8bde2
Feature/show category in rule settings dialog of X-ray ( #5158 )
* Show category in rule settings dialog of X-ray
* Update changelog
11 months ago
Kenrick Tandrian
92d3079f2d
Bugfix/improve portfolio calculation for activity with no market data ( #5130 )
* Improve portfolio calculation for activity with no market data
* Update changelog
12 months ago
Attila Cseh
c98bd0ed52
Bugfix/biometric authentication issue related to matching passkeys ( #5137 )
* Fix for biometric authentication issue related to matching passkeys
* Update changelog
12 months ago
Attila Cseh
0addf645b0
Bugfix/fix export functionality for accounts without activities ( #5116 )
* Fix export functionality for accounts without activities
* Update changelog
12 months ago
Thomas Kaul
cf8eac3d44
Feature/rename Settings to settings in User database schema ( #5100 )
* Rename Settings to settings in User database schema
* Update changelog
12 months ago
Thomas Kaul
55e4d2fc7a
Feature/deprecate ITEM activity type in favor of BUY ( #5093 )
* Deprecate ITEM activity type in favor of BUY
* Update changelog
12 months ago
Thomas Kaul
9c37bca43a
Feature/rename Access to accessesGet in User database schema ( #5094 )
* Rename Access to accessesGet in User database schema
* Update changelog
12 months ago
Thomas Kaul
64b392fa02
Feature/upgrade yahoo-finance2 to version 3.4.1 ( #5072 )
* Upgrade yahoo-finance2 to version 3.4.1
* Suppress survey notice
* Update changelog
12 months ago
Thomas Kaul
70f7d4b119
Bugfix/extend getHistorical() and getQuotes() in RapidApiService ( #5080 )
* Extend getHistorical()
* Extend getQuotes()
12 months ago
Thomas Kaul
53127340f4
Feature/extend markets ( #5076 )
* Extend markets
* Clean up
12 months ago
csehatt741
8b9b1c7f11
Feature/refactor getByKey() in PropertyService ( #5065 )
* Refactor getByKey() in PropertyService
* Update changelog
12 months ago