Thomas Kaul
44f6efd427
Feature/extend personal finance tools 20250323 ( #4478 )
* Add Asseta
* Add Danti
4 weeks ago
csehatt741
4842c347a9
Feature/generate new security token for user via admin control panel ( #4458 )
* Generate new security token for user via admin control panel
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 month ago
Sayed Murtadha Ahmed
6c624fefc9
Feature/eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component ( #4462 )
* Eliminate firstOrderDate in favor of dateOfFirstActivity in portfolio summary component
* Update changelog
1 month ago
Ronnie Alsop
a9c3224856
Feature/add endpoint to localize site.webmanifest ( #4450 )
* Add endpoint to localize site.webmanifest
* Refactor rootUrl
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 month ago
Thomas Kaul
4db8c007f0
Bugfix/fix activities import with account balances ( #4446 )
* Fix import with account balances
* Update changelog
1 month ago
Thomas Kaul
b90e3076d0
Feature/remove exchange rates from admin control overview ( #4439 )
* Remove exchange rates
* Update changelog
1 month ago
Ken Tandrian
1917c17cf9
Bugfix/fix issue with serving Storybook related to contentSecurityPolicy ( #4437 )
* Fix issue with serving Storybook related to contentSecurityPolicy
* Update changelog
1 month ago
Thomas Kaul
70cd1a89b5
Feature/extend Ghostfolio data provider ( #4420 )
* Extend Ghostfolio data provider
1 month ago
csehatt741
cb1f488eb4
Feature/extend export by account balances ( #4390 )
* Extend export by account balances
* Update changelog
1 month ago
csehatt741
589eefaa76
Feature/extend AI prompt API by mode ( #4395 )
* Extend AI prompt API by mode
* Update changelog
2 months ago
Thomas Kaul
b260c4f450
Feature/extend personal finance tools 20250306 ( #4406 )
* Extend personal finance tools
* CoinStats
* Fincake
* Koinly
* Nansen
* Simply Wall St
* Tradervue
2 months ago
csehatt741
3a09996ca1
Bugfix/fix functionality to delete asset profile of custom currency ( #4354 )
* Fix functionality to delete asset profile of custom currency
* Update changelog
2 months ago
csehatt741
035306d4d8
Feature/add createdAt to snapshot and public portfolio endpoint response ( #4350 )
* Add createdAt to snapshot and public portfolio endpoint response
* Update changelog
---------
Co-authored-by: Verbindolai <nikolaiwieczorek@web.de>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 months ago
Sayed Murtadha Ahmed
2f35f7225f
Feature/extend export by platforms ( #4360 )
* Extend export by platforms
* Update changelog
2 months ago
csehatt741
634bdf16d6
Feature/extend portfolio snapshot by activities count ( #4352 )
* Extend portfolio snapshot by activities count
* Update changelog
2 months ago
Shaunak Das
7577a452f0
Feature/add activities count to GET user endpoint ( #4351 )
* Add activities count to GET user endpoint
* Update changelog
2 months ago
Sayed Murtadha Ahmed
05b0728b2a
Feature/extend export by tags ( #4337 )
* Extend export by tags
* Update changelog
2 months ago
Ken Tandrian
ec8fce44a6
Feature/allow creating custom tags from holding detail dialog component ( #4308 )
* Allow creating custom tags from holding detail dialog component
* Extend create tag endpoint
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 months ago
Shaunak Das
ece8c80aa1
Feature/regional market cluster risk for Asia-Pacific ( #4313 )
* Add regional market cluster risk for Asia-Pacific
* Update changelog
2 months ago
Shaunak Das
b616274380
Feature/add regional market cluster risk for Japan ( #4309 )
* Add regional market cluster risk for Japan
* Update changelog
2 months ago
Thomas Kaul
a8d353f29d
Feature/extend personal finance tools 20250208 ( #4297 )
* Add Fey
2 months ago
Shaunak Das
dee612b2a2
Feature/add regional market cluster risk for emerging markets ( #4291 )
* Add regional market cluster risk for emerging markets
* Update changelog
2 months ago
Shaunak Das
06298089db
Feature/add regional market cluster risk rule for Europe ( #4271 )
* Add regional market cluster risk rule for Europe
* Update changelog
3 months ago
Shaunak Das
8bd869e1b2
Feature/add regional market cluster risk for north america ( #4240 )
* Add regional market cluster risk for north america
* Update changelog
3 months ago
Thomas Kaul
4cb4375514
Bugfix/fix issue with holdings and sectors while using symbol profile overrides ( #4234 )
* Fix issue with holdings and sectors while using symbol profile overrides
* Update changelog
3 months ago
Guillermo Tomás Fernández Martín
512b84016c
Bugfix/fix issue with detection of thousand separator by locale ( #4243 )
* Fix issue with detection of thousand separator by locale
* Update changelog
3 months ago
Ken Tandrian
75f34101b8
Feature/switch to ESLint flat config format ( #4203 )
* Switch to ESLint flat config format
* Update changelog
3 months ago
Serhii Serdiuk
9fe19868b9
Feature/set up language localization for Ukrainian ( #4190 )
* Set up language localization for Ukrainian
* Update changelog
3 months ago
Thomas Kaul
d7171b9221
Feature/extend promotion system by label ( #4181 )
* Extend promotion system by label
3 months ago
Thomas Kaul
8c7cb78c0b
Feature/add copy AI prompt to clipboard action to analysis page ( #4176 )
* Add copy AI prompt to clipboard action
* Update changelog
3 months ago
Thomas Kaul
c9047e7c17
Feature/add user interface for received access ( #4146 )
* Add user interface for received access
* Update changelog
4 months ago
Thomas Kaul
bb04a3a74f
Feature/extend personal finance tools 20241222 ( #4136 )
* Morningstar® Portfolio Manager
* Stock Rover
* Wealthbrain
4 months ago
Thomas Kaul
6ee6121317
Feature/set up asset class cluster risk x-ray rule ( #4128 )
* Set up Asset Class Cluster Risk rule (equity)
* Set up Asset Class Cluster Risk rule (fixed income)
* Update changelog
4 months ago
Thomas Kaul
c3bd433ac9
Feature/move market data management from admin to dedicated endpoint ( #4125 )
* Move market data management from admin to dedicated endpoint
* Update changelog
4 months ago
Thomas Kaul
801030ce64
Feature/upgrade internationalized number to version 3.6.0 ( #4112 )
* Upgrade @internationalized/number to version 3.6.0
* Refactoring
* Update changelog
4 months ago
Thomas Kaul
0841f8bd5b
Bugfix/fix exception in portfolio calculator ( #4113 )
* Fix exception in portfolio calculator
* Update changelog
4 months ago
Thomas Kaul
291be3e605
Feature/extend X-ray page by summary ( #4107 )
* Add summary to X-ray page
* Update changelog
4 months ago
Thomas Kaul
13582afd93
Feature/Setup API keys for Ghostfolio data provider ( #4093 )
* Setup API keys for Ghostfolio data provider
5 months ago
Thomas Kaul
3194ed2145
Feature/improve usability of Ghostfolio data provider ( #4086 )
* Improve usability
5 months ago
Thomas Kaul
2067e8ea40
Feature/add support for dividends in Ghostfolio data provider ( #4081 )
* Add support for dividends
5 months ago
Thomas Kaul
fc7e350cf7
Feature/extend users table of admin control panel ( #4076 )
* Extend users table
* Update changelog
5 months ago
Thomas Kaul
5f98dfa5d6
Feature/set up Ghostfolio data provider ( #4016 )
* Set up Ghostfolio data provider
* Update translations
* Update changelog
5 months ago
Jory Hogeveen
707c77f0cf
Feature/extend allocations by ETF holding with parent ETFs ( #4044 )
* Extend allocations by ETF holding with parent ETFs
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
5 months ago
QURBAN AHMAD
6d440eb777
Feature/add count to admin user endpoint response ( #4058 )
* Add count to admin user endpoint response
* Update changelog
5 months ago
Amandee Ellawala
6057794eb6
Feature/extend assistant by holding selector ( #4031 )
* Extend assistant by holding selector
* Update changelog
5 months ago
Thomas Kaul
93001b68ad
Feature/introduce lookup response interface ( #4019 )
* Introduce lookup response interface
* Refactor lookup item interface
6 months ago
Thomas Kaul
5f56812125
Feature/extend promotion system ( #4008 )
* Extend promotion system
6 months ago
Thomas Kaul
5de176a7ef
Feature/rename allocation cluster risk x ray rule ( #3994 )
* Rename Allocation Cluster Risk to Economic Market Cluster Risk
* Update changelog
6 months ago
dw-0
6a10b932b0
Feature/Switch consistent-type-assertions eslint rule from warn to error ( #3982 )
* Switch consistent-type-assertions eslint rule from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
6 months ago
Thomas Kaul
4104fb2f8f
Feature/Improve subscription service ( #3989 )
* Various improvements
6 months ago