gizmodus
							
						 
						
							
							
								
								
							
							
								
							
								f360a12823 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/rework portfolio calculator ( #3393 )  
							
							 
							
							 
							
							
								
 
							
							
							* Rework portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com> 
							
						 
						1 year ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								8a9ae9bb33 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/allocations by etf holding ( #3464 )  
							
							 
							
							 
							
							
								
 
							
							
							* Setup allocations by ETF holding
* Update changelog 
							
						 
						1 year ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								cdbe6eedeb 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/change cash to liquidity in asset class enum ( #3321 )  
							
							 
							
							 
							
							
								
 
							
							
							* Change CASH to LIQUIDITY in asset class enum
* 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
							
						 
						
							
							
								
								
							
							
								
							
								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
							
						 
						
							
							
								
								
							
							
								
							
								0fd3db3228 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/fix cash position rows in holdings table ( #2237 )  
							
							 
							
							 
							
							
								
 
							
							
							* Fix cash position rows
* Update changelog 
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								622bb8b0cf 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add allocations by market chart ( #2171 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add allocations by (advanced) market
* Fix public page
* 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
							
						 
						
							
							
								
								
							
							
								
							
								455a2d2e92 
								
									
								
							
								 
							
						 
						
							
							
								
								Refactor value to valueInBaseCurrency ( #2160 )  
							
							 
							
							
								
 
							
							
						 
						2 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								6aae0cc1e4 
								
									
								
							
								 
							
						 
						
							
							
								
								Bugfix/fix issue with value in value redaction interceptor ( #1627 )  
							
							 
							
							 
							
							
								
 
							
							
							* Fix issue with value in value redaction interceptor
* Fix format of world map
* Update changelog 
							
						 
						3 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								271001f523 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/remove toggle on allocations page ( #1620 )  
							
							 
							
							 
							
							
								
 
							
							
							* Rename allocationCurrent, remove allocationInvestment
* Update changelog 
							
						 
						3 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								7fa6eda45d 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/remove emergency fund as asset class ( #1615 )  
							
							 
							
							 
							
							
								
 
							
							
							* Remove emergency fund as asset class
* Update changelog 
							
						 
						3 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								49dcade964 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add date of first activity to holdings ( #1505 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add date of first activity
* Update changelog 
							
						 
						3 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								ea3a9d3b79 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/eliminate circular dependencies in common library ( #896 )  
							
							 
							
							 
							
							
								
 
							
							
							* Eliminate circular dependencies
* Update changelog 
							
						 
						4 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								b4848be914 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add developed vs emerging markets calculation ( #767 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add allocations by market
* 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
							
						 
						
							
							
								
								
							
							
								
							
								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
							
						 
						
							
							
								
								
							
							
								
							
								dcee651098 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/support unlimited currencies ( #387 )  
							
							 
							
							 
							
							
								
 
							
							
							* Support unlimited currencies
* 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  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								73a967a7e5 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add cash as asset sub class ( #319 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add cash as asset sub class
* Update changelog 
							
						 
						4 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								72c065a59d 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/introduce asset sub class ( #312 )  
							
							 
							
							 
							
							
								
 
							
							
							* Introduce asset sub class
* Update changelog 
							
						 
						4 years ago  
					 
				
					
						
							
							
								 
								Thomas Kaul
							
						 
						
							
							
								
								
							
							
								
							
								aad8f77093 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/improve allocations by account ( #308 )  
							
							 
							
							 
							
							
								
 
							
							
							* Improve allocations by account
* Eliminate accounts from PortfolioPosition
* Ignore cash assets in the allocation chart by sector, continent and country
* Add missing accounts to portfolio details
* Update changelog 
							
						 
						4 years ago  
					 
				
					
						
							
							
								 
								Thomas
							
						 
						
							
							
								
								
							
							
								
							
								80d043729d 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/replace type with asset class ( #274 )  
							
							 
							
							 
							
							
								
 
							
							
							* Improved the asset classification
  * Add assetClass to symbolProfile
  * Remove type from position
* Update changelog 
							
						 
						4 years ago  
					 
				
					
						
							
							
								 
								Thomas
							
						 
						
							
							
								
								
							
							
								
							
								0264b592b9 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/improve investments by sector ( #172 )  
							
							 
							
							 
							
							
								
 
							
							
							* Improve investments analysis by sector
* Update changelog 
							
						 
						4 years ago  
					 
				
					
						
							
							
								 
								Thomas
							
						 
						
							
							
								
								
							
							
								
							
								6a03120225 
								
									
								
							
								 
							
						 
						
							
							
								
								Feature/add symbol profile model ( #148 )  
							
							 
							
							 
							
							
								
 
							
							
							* Add symbol profile model and positions by country chart
* Add positions by continent chart
* Fix tests
* Extend seed
* Update changelog 
							
						 
						4 years ago  
					 
				
					
						
							
							
								 
								Thomas
							
						 
						
							
							
								
								
							
							
								
							
								abd0e08566 
								
									
								
							
								 
							
						 
						
							
							
								
								Introduce  @ghostfolio/common  lib ( #102 )  
							
							 
							
							
								
 
							
							
						 
						5 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
							
						 
						
							
							
								
								
							
							
								
							
								5cb69291f5 
								
									
								
							
								 
							
						 
						
							
							
								
								Introduce market states ( #38 )  
							
							 
							
							 
							
							
								
 
							
							
							* closed
* delayed (no live data)
* open 
							
						 
						5 years ago  
					 
				
					
						
							
							
								 
								Thomas
							
						 
						
							
							
							
								
							
								c616312233 
								
							
								 
							
						 
						
							
							
								
								Initial commit  
							
							 
							
							
								
 
							
							
						 
						5 years ago