Thomas Kaul
ef118b36fa
Move liability calculations to portfolio calculator
2 years ago
Thomas Kaul
351ddd2879
Move (wealth) item calculations to portfolio calculator
2 years 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
2 years ago
Francisco Silva
8cd6c34ed8
Feature/introduce portfolio calculator factory ( #3214 )
* Introduce portfolio calculator factory
* Update changelog
2 years 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
2 years ago
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities ( #3118 )
* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
2 years ago
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
2 years 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>
2 years ago
Thomas Kaul
86acbf06f4
Feature/add data provider errors to api response ( #738 )
* Add data provider error details
* Update changelog
4 years ago
Thomas Kaul
5d3bbb8f30
Feature/improve annualized performance ( #651 )
* Improve annualized performance calculation
* Update changelog
4 years ago
Valentin Zickner
d2aeeb3e88
optimize annual performance calculation ( #367 )
* Optimize annual performance calculation
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 years ago
Valentin Zickner
48ab862bb6
net performance for current positions ( #330 )
* implement fees for transaction points #324
* add net performance to current positions #324
* add net performance to calculate timeline #324
* make timeline fee accumulated by default #324
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 years ago
Valentin Zickner
308b218487
introduce basic module structure for data provider ( #278 )
* introduce basic module structure for data provider
* introduce DataGatheringModule
* introduce ExchangeRateDataModule
* introduce ImpersonationModule
* move RulesService
* cleanup portfolio module
* Sort imports
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 years ago
Valentin Zickner
23b2e03923
refactor rule evaluation
4 years ago