Thomas Kaul
e31b4c64cb
Feature/refactor holding detail dialog to standalone ( #3407 )
* Refactor holding detail dialog to standalone
* Update changelog
11 months ago
Fedron
5616bc4956
Feature/validate account balance creation/update using DTO ( #3400 )
* Validate create account balance using DTO
11 months ago
Gerard Du Pre
8319b216bb
Feature/support delete activities with filtering ( #3394 )
* Support delete activities with filtering
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
11 months ago
Thomas Kaul
61f0da35bc
Feature/disable delete all activities if filters are active ( #3389 )
* Disable delete all activities button if filters are active
* Update changelog
11 months ago
Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
11 months ago
Thomas Kaul
f3d961bc16
Feature/move holdings table to holdings tab of home page ( #3368 )
* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
12 months ago
Bastien Jeannelle
dfacbed66d
Feature/add support to create account cash balances ( #3260 )
* Add support to create account cash balances
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
212aa6a63b
Feature/add date range support to portfolio holdings page ( #3303 )
* Add date range support
* Update changelog
1 year 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
1 year ago
Thomas Kaul
719bbe156e
Feature/optimize calculation of allocations by market ( #3249 )
* Optimize calculation of allocations by market
* Update changelog
1 year 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
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
7a364472c8
Bugfix/fix liability issue in allocations ( #3133 )
* Remove liabilities from allocations 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
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
* Integrate (wealth) items into transaction point concept
* Update changelog
1 year ago
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
1 year ago
Arshad Jamal
e82dcc8ace
Feature/fix export in lazy-loaded activities table ( #2939 )
* Fix export in lazy-loaded activities table
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
TobiasXy
1b2d2a9860
Feature/Add holdings tab to account detail dialog ( #2853 ) ( #2864 )
* Feature/Add holdings tab to account detail dialog (#2853 )
* Update changelog
1 year ago
Thomas Kaul
b22edff16b
Feature/add support for column sorting to lazy loaded activities table ( #2738 )
* Add support for column sorting
* Update changelog
1 year 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
1 year ago
Thomas Kaul
377ba75e4c
Add support to delete a cash balance ( #2707 )
1 year ago
Sanjeev Sharma
ed4dd79c72
Add cash balances table to account detail dialog ( #2549 )
* Add cash balances table to account detail dialog
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
fa627f686f
Bugfix/fix chart for account excluded from analysis ( #2534 )
* Fix chart for account excluded from analysis
* Update changelog
1 year ago
Aldrin
0ac97bd112
Transfer cash balance between accounts ( #2455 )
* Transfer cash balance between accounts
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
550e646079
Feature/introduce assistant ( #2451 )
* Introduce assistant
* Update changelog
2 years ago
Thomas Kaul
727340748b
Clean up imports ( #2411 )
2 years ago
Manushreshta B L
90e18338f6
Change UX to set an asset profile as a benchmark ( #2409 )
* Add checkbox functionality to set / unset benchmark
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
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
cd67ce82fa
Feature/rename queries to presets in market data table of admin control ( #2165 )
* Rename queries to presets
* Update changelog
2 years ago
Thomas Kaul
455a2d2e92
Refactor value to valueInBaseCurrency ( #2160 )
2 years ago
Thomas Kaul
68a9a7f6f9
Feature/add queries to market data table in admin control ( #2153 )
* Add queries
* ETF_WITHOUT_COUNTRIES
* ETF_WITHOUT_SECTORS
* Update changelog
2 years ago
Thomas Kaul
0a465f125d
Feature/add pagination to market data table in admin control panel ( #2108 )
* Add pagination
* Update changelog
2 years ago
Arghya Ghosh
6a802a62a0
Add ability to search for indices and fix gf-symbol-autocomplete validation ( #2094 )
* Bugfix/Fix gf-symbol-autocomplete validation
* Feature/Add ability to search for indices
* Update changelog
2 years ago
Thomas Kaul
215f5eafa6
Feature/set asset profile as benchmark ( #2002 )
* Set asset profile as benchmark
* Update changelog
Co-authored-by: Arghya Ghosh <arghyag5@gmail.com>
2 years ago
Francisco Silva
67e758365f
feature: allow to delete all activities of a user ( #1880 )
* Allow to delete all activities of a user
* Update changelog
2 years ago
Thomas Kaul
b74a042da8
Feature/change auth endpoint from get to post ( #1823 )
* Change auth endpoint from GET to POST
* Login with security token
* Login with Internet Identity
* Update changelog
2 years ago
Thomas Kaul
261a0fb0b9
Refactor AuthInterceptor ( #1764 )
* Refactor AuthInterceptor
* Refactor JwtStrategy
2 years ago
Thomas Kaul
1b2f8e5586
Feature/extend analytics by country ( #1661 )
* Extend analytics by country
* Fix Upgrade Plan button of subscription interstitial
* Update changelog
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
2 years ago
Thomas Kaul
a850e8ca22
Import dividend ( #1560 )
* Import dividend
* Update changelog
2 years ago
Thomas Kaul
b20fa55b79
Feature/add filters to analytics page ( #1559 )
* Add filters to analysis page
* Update changelog
2 years ago
Thomas Kaul
49dcade964
Feature/add date of first activity to holdings ( #1505 )
* Add date of first activity
* Update changelog
2 years ago
Thomas Kaul
3a78d6c3f1
Feature/add dividend timeline ( #1498 )
* Add dividend timeline
* Update changelog
Co-Authored-By: João Pereira <joao@jpereira.me>
2 years ago
Thomas Kaul
292d345ce0
Feature/support manual currency for fee ( #1490 )
* Support manual currency for fee
* Update changelog
2 years ago
Thomas Kaul
b5b7af7741
Feature/improve asset profile management ( #1485 )
* Improve asset profile management (Add note, fix filter)
* Update changelog
2 years ago
Thomas Kaul
0d338bb083
Bugfix/fix dynamic decimal places for cryptocurrencies in position detail dialog ( #1464 )
* Fix dynamic decimal places
* Update changelog
2 years ago
Thomas Kaul
64a7d38ff9
Add more translations ( #1394 )
3 years ago
Thomas Kaul
a65424aafa
Feature/add total amount chart to investment timeline ( #1344 )
* Add total amount chart
* Update changelog
3 years ago
Thomas Kaul
3fc2228f1d
Feature/switch to new performance calculation ( #1336 )
* Switch to new performance calculation
* Update changelog
3 years ago
Thomas Kaul
c2df99072d
Feature/refactor filters ( #1299 )
* Refactor filters
Co-Authored-By: Zakaria YAHI <9142557+ZakYahi@users.noreply.github.com>
3 years ago