Nikolai
38ac3d387b
Feature/extend market data endpoint by lastMarketPrice ( #3752 )
* Extend market data endpoint by lastMarketPrice
* Integrate last market price in admin market data
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
7 months ago
Thomas Kaul
3de192c65e
Feature/expose thresholds in rule settings ( #3770 )
7 months ago
Shaunak Das
383a02519a
Feature/extend filters of order endpoint ( #3743 )
* Extend filters of order endpoint
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
7 months ago
Thomas Kaul
9cd4321bd0
Feature/extract users from admin control panel endpoint to dedicated endpoint ( #3740 )
* Introduce GET api/v1/admin/user endpoint
* Update changelog
7 months ago
Shaunak Das
7ea9061852
Feature/execute scraper configuration instantly ( #3723 )
* Execute scraper configuration instantly
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
7 months ago
gizmodus
f360a12823
Feature/rework portfolio calculator ( #3393 )
* Rework portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
7 months ago
Bastien Jeannelle
2b212078b8
Feature/add support to deactivate x-ray rules ( #3537 )
* Add support to deactivate X-ray rules
* Update changelog
7 months ago
Thomas Kaul
41f5801b5e
Feature/refactor unique asset type to asset profile identifier ( #3636 )
* Refactoring
8 months ago
Thomas Kaul
02db0db733
Feature/persist view mode of holdings tab on home page ( #3624 )
* Persist view mode of holdings in user settings
* Update changelog
8 months ago
Thomas Kaul
43fca7ff43
Feature/improve personal finance tools product page ( #3599 )
* Localize origin
* Localize regions
* Localize tags
8 months ago
Thomas Kaul
43afb16808
Feature/introduce isUsedByUsersWithSubscription flag ( #3573 )
9 months ago
Thomas Kaul
519827045a
Feature/add dialog for benchmarks in markets overview ( #3493 )
* Add benchmarks dialog in markets overview
* Update changelog
10 months ago
Eduardo Marinho
873fd53715
Feature/extend market data with currencies preset by activities count and date ( #3460 )
* Extend market data with currencies preset by activities count and date
* Update changelog
10 months ago
Thomas Kaul
cc92592d86
Feature/refactor personal finance tools section ( #3478 )
* Refactoring
10 months ago
Thomas Kaul
8a9ae9bb33
Feature/allocations by etf holding ( #3464 )
* Setup allocations by ETF holding
* Update changelog
10 months ago
Thomas Kaul
c009f8c12f
Feature/add data provider info to asset profile details dialog ( #3434 )
* Add data provider info to asset profile details dialog
* Update changelog
10 months ago
Eduardo Marinho
60ef46accf
Bugfix/fix state handling of currency selector component ( #2795 ) ( #3429 )
* Fix state handling of currency selector component
* Update changelog
10 months ago
Thomas Kaul
f2cb671c7f
Feature/optimize get porfolio details endpoint ( #3366 )
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
11 months ago
Thomas Kaul
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
* Set up caching
* Update changelog
11 months ago
Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
11 months ago
Thomas Kaul
39bd4a349b
Feature/improve chart in account detail dialog ( #3314 )
* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
11 months ago
Thomas Kaul
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
12 months ago
Thomas Kaul
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
12 months ago
Thomas Kaul
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
* Adapt priorities of data gathering jobs
* Update changelog
12 months 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
1 year ago
Thomas Kaul
5ffc39c32f
Feature/improve usability to delete asset profile ( #3208 )
* Disable delete button for benchmarks
* Update changelog
1 year ago
Thomas Kaul
88a9b518f6
Bugfix/fix issue with overridden names in activities table ( #3200 )
* Fix issue with overridden names
* Update changelog
1 year ago
Christoph Califice
0edebe30e1
Feature/Add user account currency to export ( #3194 )
* Add user account currency to export
* Update changelog
1 year 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
1 year 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>
1 year ago
Thomas Kaul
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
* Fix total dividend calculation
* Update changelog
1 year ago
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
1 year ago
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities ( #3118 )
* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
1 year ago
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
* Integrate dividend into transaction point concept
* Update changelog
1 year ago
Gerard Du Pre
77358eed65
Feature/Include user role in admin endpoint ( #3107 )
* Include user role in admin endpoint
1 year ago
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
* Integrate (wealth) items into transaction point concept
* Update changelog
1 year 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
1 year ago
Thomas Kaul
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
* Remove isDefault flag from Account database schema
* Update changelog
1 year ago
Thomas Kaul
78b3328bf7
Add activities count ( #3005 )
1 year ago
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
1 year ago
Thomas Kaul
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
* Introduce setting to disable data gathering
* Update changelog
1 year ago
Thomas Kaul
893e76f83f
Feature/provide data provider info in search ( #2958 )
* Provide data provider info in search
* Update changelog
1 year ago
Thomas Kaul
c9237146e2
Feature/add investment value to chart ( #2948 )
* Add investment value to chart
* Update changelog
1 year ago
Thomas Kaul
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
* Add account selector to assistant
* Update changelog
1 year ago
Francisco Silva
3df8810412
Feature/Add support to grant private access with permissions ( #2870 )
* Add support to grant private access with permissions
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
7b45a8b3fc
Introduce type ( #2885 )
1 year ago
Thomas Kaul
005890d785
Improve extractNumberFromString() for international number formats ( #2843 )
* Set up test
* Add support for international formatted numbers
* Expose locale in scraper configuration
* Update changelog
1 year 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>
1 year ago
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
* Extend assistant by tag selector
* Update changelog
1 year ago
Thomas Kaul
af71274ea9
Feature/remove account type enum ( #2832 )
* Remove AccountType enum
* Update changelog
1 year ago