Thomas Kaul
a0f377e8eb
Feature/refactor ordersCount to activityCount ( #4688 )
* Refactor ordersCount to activityCount
8 months ago
Kenrick Tandrian
c38dab5ab0
Feature/extend holding endpoint by performances ( #4660 )
* Extend holding endpoint by performances
* Update changelog
8 months ago
Thomas Kaul
3646fb7f77
Feature/refactor portfolio holding response ( #4649 )
* Refactor portfolio holding response
* maxPrice -> marketPriceMax
* minPrice -> marketPriceMin
* orders -> activities
8 months ago
Thomas Kaul
1bced96460
Feature/deprecate portfolio position endpoints ( #4648 )
* Deprecate api/v1/portfolio/position endpoints
* Update changelog
8 months ago
Thomas Kaul
3e963228d6
Feature/refactor accounts response interface ( #4644 )
* Refactor accounts response interface
8 months ago
Thomas Kaul
8fbdcac66c
Feature/rename Order to activities in account database schema ( #4577 )
* Rename Order to activities
* Update changelog
8 months ago
csehatt741
f209519d95
Bugfix/investment calculation for activities in custom currency ( #4597 )
* Investment calculation for activities in custom currency
* Update changelog
8 months ago
Thomas Kaul
71fc3906c7
Feature/add performance calculation type to user settings ( #4567 )
* Add performance calculation type to user settings
* Update changelog
8 months ago
csehatt741
3361666f63
Feature/activity in custom currency ( #4486 )
* Activity in custom currency
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
9 months ago
Shaunak Das
a13d6140cf
Feature/extend emergency fund X-ray rule to support assets ( #4485 )
* Extend emergency fund X-ray rule to support assets
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
9 months 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
10 months ago
Szymon Łągiewka
795e4582a8
Feature/replace lodash.uniq with Array.from + Set ( #4387 )
* Replace lodash.uniq with Array.from + Set
* Update chagnelog
10 months ago
Thomas Kaul
6cd79fab31
Feature/rename TWR to ROAI ( #4453 )
* Rename TWR to ROAI
10 months ago
Thomas Kaul
8b353fbf66
Feature/introduce Promise.all() in getPerformance() of portfolio service ( #4381 )
* Introduce Promise.all()
* Update changelog
10 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>
10 months ago
Shaunak Das
ece8c80aa1
Feature/regional market cluster risk for Asia-Pacific ( #4313 )
* Add regional market cluster risk for Asia-Pacific
* Update changelog
11 months ago
Shaunak Das
b616274380
Feature/add regional market cluster risk for Japan ( #4309 )
* Add regional market cluster risk for Japan
* Update changelog
11 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
11 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
11 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
11 months ago
Szymon Łągiewka
ca45098de3
Feature/refactor various lodash functions with native JavaScript equivalents ( #4170 )
* Refactored various lodash functions with native JavaScript equivalents
* Update changelog
12 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
1 year ago
Thomas Kaul
6341a6de6a
Feature/refactor X-ray summary ( #4116 )
* Refactor report statistics
1 year ago
Thomas Kaul
291be3e605
Feature/extend X-ray page by summary ( #4107 )
* Add summary to X-ray page
* Update changelog
1 year ago
Thomas Kaul
190bb4b6fb
Feature/refactor data gathering items ( #4032 )
* Refactoring
1 year ago
Thomas Kaul
5de176a7ef
Feature/rename allocation cluster risk x ray rule ( #3994 )
* Rename Allocation Cluster Risk to Economic Market Cluster Risk
* Update changelog
1 year 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>
1 year ago
Thomas Kaul
fccac5640d
Bugfix/fix calculation of allocation cluster risk x ray rules ( #3988 )
* Fix calculation of allocation cluster risk X-ray rules
* Update changelog
1 year ago
Ivan Skvortsov
19b8c514f2
Feature/Add static portfolio analysis rule for developed Markets ( #3975 )
* Add static portfolio analysis rule: Allocation Cluster Risk (Developed Markets)
* Update changelog
1 year ago
vitalymatyushik
d325f8bfaf
Feature/Add static portfolio analysis rule for emerging Markets ( #3949 )
* Add static portfolio analysis rule: Allocation Cluster Risk (Emerging Markets)
* Update changelog
1 year ago
dw-0
fc5ed887ff
Feature/Set prefer-const to error in eslint configuration ( #3888 )
* Set prefer-const to error in eslint configuration
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
1 year ago
Thomas Kaul
29d3b762a8
Feature/switch typescript-eslint no-unused-vars to error ( #3887 )
* Switch @typescript-eslint/no-unused-vars to error
1 year ago
Thomas Kaul
f3e2091ff4
Feature/refactor markets calculation in details of portfolio service ( #3871 )
* Refactor markets calculation
1 year ago
Thomas Kaul
bcc8cb1e5b
Feature/modernize rules implementation ( #3869 )
* Modernize rules implementation
* Include markets in details
1 year ago
Thomas Kaul
413076141c
Bugfix/fix calculation of allocations by market ( #3853 )
* Fix calculation of allocations by market (unknown)
* Update changelog
1 year ago
Thomas Kaul
bb445ddf2e
Feature/improve experimental chart in account detail dialog ( #3813 )
* Improve chart in account detail dialog
* Update changelog
1 year ago
Thomas Kaul
9fb80e5067
Feature/remove accounts from holding endpoint ( #3765 )
* Clean up accounts
1 year ago
Shaunak Das
323cfbfcaa
Feature/introduce filters in account endpoint ( #3764 )
* Introduce filters in acount endpoint
* Integrate endpoint in holding detail dialog
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
c48e4ec4c6
Feature/improve usage of portfolio calculator in holding endpoint ( #3727 )
* Improve usage of portfolio calculator
1 year ago
Thomas Kaul
b794c4dcc8
Feature/add todo for emergency fund positions value calculation ( #3684 )
* Add todo
1 year ago
Thomas Kaul
e23019a115
Feature/improve liabilities in portfolio calculator ( #3696 )
Improve liabilities
1 year ago
gizmodus
f360a12823
Feature/rework portfolio calculator ( #3393 )
* Rework portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
c34959896c
Feature/improve color assignment with annualized performance in treemap chart ( #3657 )
* Improve color assignment
* Update changelog
1 year ago
Thomas Kaul
8f6203d296
Feature/manage tags of holdings ( #3630 )
* Manage tags of holdings
* Update changelog
1 year ago
Thomas Kaul
fcc2ab1a48
Feature/change color assignment by annualized performance in treemap chart ( #3617 )
* Change color assignment to annualized performance
* Update changelog
1 year ago
Thomas Kaul
1c9805bb96
Feature/improve allocations by etf holding for impersonation mode ( #3534 )
* Improve allocations by ETF holding for impersonation mode
* Update changelog
2 years ago
Thomas Kaul
8a9ae9bb33
Feature/allocations by etf holding ( #3464 )
* Setup allocations by ETF holding
* Update changelog
2 years ago
Thomas Kaul
e31b4c64cb
Feature/refactor holding detail dialog to standalone ( #3407 )
* Refactor holding detail dialog to standalone
* Update changelog
2 years 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
2 years ago
Thomas Kaul
77beaaba08
Refactoring portfolio service ( #3365 )
2 years ago