Thomas Kaul
aba562cb35
Bugfix/fix error handling for missing market prices ( #1023 )
* Add fallback for missing market price
* Update changelog
3 years ago
Thomas Kaul
3332ade3d3
Feature/filter public endpoint by equity asset class ( #1014 )
* Filter by ASSET_CLASS: EQUITY
* Update changelog
3 years ago
Thomas Kaul
e63578d8ce
Feature/add guards to local comparison ( #986 )
* Add guards
* Improve labels
3 years ago
Thomas Kaul
69088b93a6
Feature/add value redaction as interceptor ( #960 )
* Add value redaction as interceptor
* Update changelog
3 years ago
Thomas Kaul
2c4c16ec99
Feature/extend markets overview by benchmarks ( #953 )
* Add benchmarks to markets overview
* Update changelog
3 years ago
Thomas Kaul
332203b9e2
Feature/add support to set the base currency via env variable ( #948 )
* Set base currency via environment variable
* Update changelog
3 years ago
Thomas Kaul
af0863d193
Bugfix/fix currency conversion in accounts ( #937 )
* Fix currency conversion in accounts
* Update changelog
3 years ago
Thomas Kaul
5cb6e5dec6
Feature/support filtering by asset class on the allocations page ( #926 )
* Support filtering by asset class
* Update changelog
3 years ago
Thomas Kaul
160335302a
Feature/group filters by type ( #922 )
* Add groups to activities filter component
* Update changelog
3 years ago
Thomas Kaul
c1d460cead
Improve filtering ( #901 )
3 years ago
Thomas Kaul
dfa67b275c
Feature/improve filtering on allocations page ( #900 )
* Include cash positions on allocations page (with no filtering)
* Update changelog
3 years ago
Thomas Kaul
ea3a9d3b79
Feature/eliminate circular dependencies in common library ( #896 )
* Eliminate circular dependencies
* Update changelog
3 years ago
Thomas Kaul
57314d62ee
Feature/improve allocations page with no filter ( #887 )
* Improve accounts for no filters
* Update changelog
3 years ago
Thomas Kaul
16dd8f7652
Feature/refactor filters with interface ( #883 )
* Refactor filtering with an interface
* Filter by accounts
* Update changelog
3 years ago
Thomas Kaul
b7bbc029ac
Feature/render tags in dialogs ( #864 )
* Render tags
* Update changelog
3 years ago
Thomas Kaul
bad9d17c44
Setup allocations page and endpoint ( #859 )
* Setup tagging system
* Update changelog
3 years ago
Thomas Kaul
ba7c98d325
Add test case for BUY and SELL (partially) ( #826 )
* Add test case for BUY and SELL (partially)
* Fix investment calculation for sell activities
* Do not show total value if sell activity
* Update changelog
3 years ago
Thomas Kaul
67f2b326f3
Switch to new calculation engine ( #814 )
* Switch to new calculation engine
* Clean up old portfolio calculation engine (#815 )
* Rename new portfolio calculation engine (#816 )
* Update changelog
3 years ago
Thomas Kaul
957200854c
Feature/improve empty state of proportion chart ( #811 )
* Improve empty state
* Update changelog
3 years ago
Thomas Kaul
2a854e2574
Various improvements ( #807 )
3 years ago
Thomas Kaul
65f6bcb166
Feature/harmonize algebraic sign of gross and net performance percent ( #776 )
* Harmonize algebraic sign
* Update changelog
3 years ago
Thomas Kaul
14773bf1aa
Bugfix/fix duplicate currency conversion in account calculations ( #771 )
* Fix currency conversion (duplicate)
* Update changelog
3 years ago
Thomas Kaul
b4848be914
Feature/add developed vs emerging markets calculation ( #767 )
* Add allocations by market
* Update changelog
3 years ago
Thomas Kaul
86a1589834
Release/1.128.0 ( #763 )
3 years ago
gizmodus
9f67993c03
Feature/fix issue with recent transactions ( #750 )
* Fix percentage performance issue with recent transactions
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
Thomas Kaul
eb0444603b
Bugfix/fix user currency of public page ( #761 )
* Fix user currency
* Update changelog
3 years ago
Thomas Kaul
7b6893b5ed
Feature/add support for emergency fund ( #749 )
* Add support for emergency fund
* Update changelog
3 years ago
Thomas Kaul
e4908b51aa
Feature/add context to logger ( #745 )
* Add contexts
* Update changelog
3 years ago
Thomas Kaul
c216ab1d76
Eliminate data source from order model ( #730 )
* Eliminate currency, data source and symbol from order model
* Remove prefix for symbols with data source GHOSTFOLIO
* Update changelog
3 years ago
Thomas Kaul
86acbf06f4
Feature/add data provider errors to api response ( #738 )
* Add data provider error details
* Update changelog
3 years ago
Thomas Kaul
3de7d3f60e
Bugfix/improve account calculations ( #737 )
* Improve account calculations
* Update changelog
3 years ago
Thomas Kaul
c02bcd9bd8
Feature/migrate to yahoo finance2 ( #722 )
* Migrate to yahoo-finance2
* Add support for mutual funds
* Add url to symbol profile
* Clean up
3 years ago
Thomas Kaul
745ba978a3
Bugfix/fix zen mode ( #723 )
* Fix Zen mode
* Update changelog
3 years ago
gizmodus
a5771f601d
Improve calculation of overall performance percentage ( #701 )
* Improve calculation of overall performance percentage
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
Thomas Kaul
baa6a3d0f0
Feature/restructure api modules ( #706 )
* Restructure modules
* Update changelog
3 years ago
Thomas Kaul
809ee97f6f
Add tests ( #693 )
3 years ago
Thomas Kaul
fa66cd5bce
Feature/add countries and sectors to position detail dialog ( #692 )
* Add asset and asset sub class
* Add countries and sectors to position detail dialog
* Update changelog
3 years ago
Thomas Kaul
76f70598e2
Feature/add support for wealth items ( #666 )
* Add support for wealth items
* Update changelog
3 years ago
Thomas Kaul
86943a5f5b
Feature/harmonize big.js operators ( #686 )
* Harmonize big.js operators
* Update changelog
3 years ago
gizmodus
6eb4eae4a9
Feature/fix twr performance 2 ( #684 )
* Fix TWR performance
* Weight holding period returns according to their investment value
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
gizmodus
9b5ec0c56d
Feature/fix twr performance ( #679 )
* Fix TWR performance
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
Thomas Kaul
5d8bde5a70
Feature/access data source and symbol from symbol profile ( #668 )
* Access dataSource and symbol from SymbolProfile
* Update changelog
3 years ago
Thomas Kaul
155c08d665
Transform data source ( #658 )
* Transform data source
* Update changelog
3 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
3 years ago
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
585f99e4df
Feature/add summary row to activities table ( #645 )
* Add summary row to activities table
* 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