ghostfolio

Commit Graph

Author	SHA1	Message	Date
Thomas Kaul	c47f899f8c	Refactoring	2 years ago
Thomas Kaul	27147fa551	Refactoring	2 years ago
x1c0	fc55be26ce	introduce portfolio calculator factory that will allow different types of performace metrics, for now just TWR is working as before	2 years ago
Thomas Kaul	f1eeee0525	Feature/extend date range support by specific years (#3190 ) * Extend date range support by specific years * Support date range in benchmark endpoint * Support date range in activities endpoint * Update changelog	2 years ago
Thomas Kaul	63a61fb492	Move portfolio calculator (#3204 ) * Move portfolio calculator	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	5529fdc0ee	Move transaction points to constructor (#3202 )	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
helgehatt	b41eb60348	Fix chart tooltip of benchmark comparator (#3167 ) * Fix chart tooltip of benchmark comparator * 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	7e28e42995	Feature/exclude fees from holdings (#3160 )	2 years ago
Gerard Du Pre	c289793c6d	Feature/switch between active and closed holdings (#3146 ) * Switch between active and closed holdings on the portfolio holdings page * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 years ago
Thomas Kaul	bffe6060bd	Pass portfolio calculator to getChart() (#3153 )	2 years ago
Thomas Kaul	7a364472c8	Bugfix/fix liability issue in allocations (#3133 ) * Remove liabilities from allocations calculation * Update changelog	2 years ago
Thomas Kaul	eb75be8535	Optimize details endpoint (#3123 ) * Make summary optional * Introduce dedicated holdings endpoint * Update changelog	2 years ago
Thomas Kaul	6d2a897366	Refactor orders with activities (#3122 )	2 years ago
Thomas Kaul	d8bfb23f20	Refactor reduce() with getSum() (#3121 )	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	c54392b7bb	Bugfix/fix exception in account value calculation (#3109 ) * Fix exception in value of account calculation caused by liabilities * Update changelog	2 years ago
Thomas Kaul	4ab3f81384	Extract getFactor() (#3089 ) * Extract getFactor() * Refactoring	2 years ago
Thomas Kaul	b932bac9aa	Feature/optimize summary calculation (#3088 ) * Optimize calculation * Update changelog	2 years ago
Thomas Kaul	5596e5f03b	Feature/integrate wealth items into transaction point concept (#3084 ) * Integrate (wealth) items into transaction point concept * Update changelog	2 years ago
Thomas Kaul	7f67430685	Bugfix/readd value in base currency to activity (#3078 ) * Readd valueInBaseCurrency * Update changelog	2 years ago
Thomas Kaul	2115745471	Bugfix/fix issue with exchange rate calculation of wealth items in accounts (#3065 ) * Fix exchange rate calculatio of wealth items in accounts * Update changelog	2 years ago
Thomas Kaul	3615e2f057	Feature/improve handling of activities without account (#3060 ) * Improve handling of activities without account * Update changelog	2 years ago
Thomas Kaul	2e9d40c201	Feature/switch to performance calculations with currency effects (#3039 ) * Switch to performance calculations with currency effects * Improve value redaction in portfolio details endpoint * Update changelog	2 years ago
Thomas Kaul	67ae86763e	Handle premium data provider in getQuotes() (#3020 ) * Handle premium data provider in getQuotes()	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
Cédric Meuter	a5ed49fe4c	Feature/Add date range selector to assistant (#2905 ) * Add date range selector including WTD and MTD to assistant * Update changelog	2 years ago
Cédric Meuter	4e9e3f7b6b	Feature/Add `wtd` and `mtd` as possible values for date range (#2902 ) * Add `wtd` and `mtd` as possible values for date range 'wtd': week-to-date (from the start of the week) 'mtd': month-to-date (from the start of the month) * Update changelog	2 years ago
Thomas Kaul	6167f105fe	Refactoring (#2897 )	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	23d323073d	Fix performance percentage for 1d (#2814 ) * Fix performance percentage for 1d * Improve response of positions endpoint * Update changelog	2 years ago
Thomas Kaul	51a0ede3e4	Feature/introduce lazy loaded activities table (#2729 ) * Introduce lazy-loaded activities table * Add icon column * Emit paginator event * Add pagination logic * Integrate total items * Update changelog	2 years ago
Thomas Kaul	377ba75e4c	Add support to delete a cash balance (#2707 )	2 years ago
Thomas Kaul	6f4fd0826c	Feature/respect with excluded accounts flag in get account balances (#2697 ) * Respect withExcludedAccounts in getAccountBalances() * Update changelog	2 years ago
Thomas Kaul	2b491dc732	Extend performance endpoint by net worth per day (#2574 ) * Extend performance endpoint by net worth per day * Update changelog	2 years ago
Thomas Kaul	8898d02442	Bugfix/fix cannot read properties of undefined reading items in get position (#2667 ) * Fix "Cannot read properties of undefined (reading 'items')" * Update changelog	2 years ago
Thomas Kaul	35f98b9d2d	Bugfix/handle failing database query for account find many (#2598 ) * Handle issue with account.findMany() -> where: { id: { in: [ null ] } } * Update changelog	2 years ago
Thomas Kaul	fa627f686f	Bugfix/fix chart for account excluded from analysis (#2534 ) * Fix chart for account excluded from analysis * Update changelog	2 years ago
Thomas Kaul	30e561c06f	Feature/extend assistant with search for asset profile (#2499 ) * Extend assistant with search for asset profile * Extend search results by currency, symbol and asset sub class * Update changelog	2 years ago
Thomas Kaul	550e646079	Feature/introduce assistant (#2451 ) * Introduce assistant * Update changelog	2 years ago
Thomas Kaul	8236091477	Feature/add support for search query in portfolio position endpoint (#2443 ) * Introduce search query filter * Update changelog	2 years ago
Thomas Kaul	5fa0540936	Feature/add emergency fund setup to static portfolio analysis rules (#2400 ) * Add new static portfolio analysis rule: Emergency fund setup * Update changelog	2 years ago
Thomas Kaul	0b2f6a312c	Sort imports (#2399 )	2 years ago
Thomas Kaul	b12349a148	Feature/add support for interest on account level (#2354 ) * Add support for interest * Update changelog	2 years ago
Thomas Kaul	bc33e5f147	Feature/remove deprecated environment variable base currency (#2255 ) * Remove the deprecated environment variable BASE_CURRENCY * Update changelog	2 years ago

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232 Commits (c47f899f8cd8e8908122fbac8f00d24bd0a8cfa8)