Tree: de53cf1884

feature/change-performance-calculation-to-average-investment

feature/daily-exchange-rate

main

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Commit Graph

620 Commits (de53cf18843ea02a9320ff42bf8896983bc0ed97)

Author	SHA1	Message	Date
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	9c086edffe	Feature/extend historical data view in admin control (#646) * Extend market data view * Update changelog	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	9d907b5eb5	Bugfix/improve the redirection on logout (#642) * Improve logout * Update changelog	3 years ago
Thomas Kaul	38f2930ec6	Feature/improve data provider service (#637) * Improve data provider service * Update changelog	3 years ago
Thomas Kaul	556be61fff	Bugfix/fix unresolved account names in reports (#636) * Fix unresolved account names * Update changelog	3 years ago
Thomas Kaul	0a8d159f78	Bugfix/fix missing symbol profile data connection in import (#630) * Fix missing symbol profile data connection in import * Update changelog	3 years ago
Thomas Kaul	1a4109ebaa	Bugfix/fix fallback to load currencies directly from data provider (#629) * Fix fallback * Update changelog	3 years ago
Thomas Kaul	e344c43a5a	Bugfix/fix currency of value in position detail dialog (#627) * Fix currency * Update changelog	3 years ago
Thomas Kaul	d6b78f3457	Feature/add links to statistics section (#626) * Add links and clean up style * Update changelog	3 years ago
Thomas Kaul	d3707bbb87	Bugfix/fix preselected default account in create activity dialog (#624) * Fix preselected default account * 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	075431d868	Feature/add google sheets as data source (#620) * Add google sheets as data source * Update changelog	3 years ago
Thomas Kaul	0168c1c4e8	Feature/exclude url pattern of shared portfolios in robots.txt (#619) * Exclude shared portfolios * 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	5882b7914d	Feature/add first months in open source blog post (#616) * Add blog post * Update changelog	3 years ago
Thomas Kaul	69c9e259b1	Bugfix/fix routing of create activity dialog (#615) * Fix routing of create activity dialog * Update changelog	3 years ago
Thomas Kaul	aca37a27f9	Feature/add top performers to analysis page (#613) * Add Top 3 / Bottom 3 performers * Update changelog	3 years ago
Thomas Kaul	9ac67b0af2	Feature/expose profile data gathering by symbol endpoint (#611) * Expose profile data gathering by symbol endpoint * Update changelog	3 years ago
Thomas Kaul	1e526852a7	Bugfix/fix mapping for russia in trackinsight data enhancer (#610) * Fix mapping for Russia * Update changelog	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	0179823ad9	Feature/restructure about page (#608) * Restructure about page: introduce pages for blog and changelog * 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	635f10e2d0	Bugfix/hide data provider warning while loading (#605) * Hide data provider warning while loading * Update changelog	3 years ago
Thomas Kaul	cebf879d67	Feature/refactor demo user (#604) * Refactor demo user id * Update changelog	3 years ago
Thomas Kaul	124bdc028d	Bugfix/fix reload of position detail dialog (#603) * Fix reload of position detail dialog * 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	b291d9e031	Feature/refactor transactions to activities table (#600) * Refactor transactions to activities table with attributes and routes * Update changelog	3 years ago
Thomas Kaul	6dcd801d05	Feature/extend statistics section with users in slack community (#596) * Extend statistics with users in Slack community * Update changelog	3 years ago
Thomas Kaul	77065dac50	Feature/add date range selector to holdings tab (#595) * Add date range selector to holdings tab * Update changelog	3 years ago
Thomas Kaul	438484879d	Bugfix/fix creation of historical data (#594) * Fix creation of historical data (upsert instead of update) * Update changelog	3 years ago
Thomas Kaul	e37a650c70	Bugfix/fix scrolling issue in position detail dialog on mobile (#593) * Fix scrolling in position detail dialog on mobile * 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	ee397c8047	Bugfix/fix file type detection for import (#587) * Fix file type detection ("application/vnd.ms-excel" instead of "text/csv") * Update changelog	3 years ago
Thomas Kaul	9d3610331a	Add guard (#582)	3 years ago
Thomas Kaul	0043b44670	Feature/improve data gathering for currencies (#581) * Improve data gathering for currencies, add warning if it fails * Update changelog	3 years ago
Thomas Kaul	bbc4e64cb4	Bugfix/filter currencies with null value (#579) * Filter currencies with null value * Update changelog	3 years ago
Thomas Kaul	8f583709ef	Feature/add support for cosmos and polkadot (#577) * Add support for cryptocurrencies ATOM and DOT * Update changelog	3 years ago
Thomas Kaul	4c30212a72	Feature/improve data gathering (#576) * Eliminate benchmarks to gather * Optimize 7d data gathering * Update changelog	3 years ago
Thomas Kaul	3b9a8fabb5	Clean up (#574)	3 years ago
Thomas Kaul	3435b3a348	Feature/make the csv import more flexible (#573) * Make the csv import more flexible * Update changelog	3 years ago
Valentin Zickner	5d39b267ab	write portfolio calculator test case for symbol BALN.SW (refs #554) (#572)	3 years ago
Thomas Kaul	ffaaa14dba	Feature/increase fear and greed index to 30 days (#571) * Increase Fear & Greed index to 30 days * Update changelog	3 years ago
Thomas Kaul	9f545e3e2b	Feature/add cryptocurrency solana (#563) * Add support for Solana and clean up symbol conversion (SOL1USD) * Update changelog	3 years ago
Thomas Kaul	1602f976f0	Feature/convert errors to warnings in portfolio calculator (#562) * Convert errors to warnings * Update changelog	3 years ago