Thomas Kaul
f260f1572e
Task/improve symbol validation of create and update order DTO ( #8005 )
Improve symbol validation
6 days ago
Thomas Kaul
acd14c6298
Task/improve label of cash positions ( #8007 )
* Improve label of cash positions
* Update changelog
6 days ago
Kenrick Tandrian
4beba1de3d
Task/remove deprecated undefined loading state from value component ( #7964 )
Remove deprecated undefined loading state
1 week ago
Thomas Kaul
4d63d5f4d6
Task/update chart colors on theme change ( #7981 )
* Update chart colors on change of color scheme
* Update changelog
1 week ago
Thomas Kaul
f14d2ce2eb
Bugfix/redaction of symbol profile in activities ( #7977 )
* Fix redaction of symbol profile in activities
* Update changelog
1 week ago
Thomas Kaul
435aeeb1f7
Bugfix/light color scheme in chart helpers ( #7975 )
* Fix colors of charts if appearance is set to light and OS uses dark mode
* Update changelog
1 week ago
Szymon Łągiewka
f46f77f352
Task/migrate from lodash to lodash-es ( #7850 )
* Migrate from lodash to lodash-es
* Update changelog
1 week ago
Thomas Kaul
c13a0c18fb
Bugfix/redaction of values of ETF holdings ( #7973 )
* Fix redaction of values of ETF holdings
* Update changelog
1 week ago
Thomas Kaul
720ad531a1
Bugfix/endless loading state of values ( #7971 )
* Fix value column of top holdings in Presenter View
* Fix projected sustainable retirement income for projected total amount of zero
* Fix emergency fund in portfolio summary for redacted values
* Update changelog
1 week ago
Thomas Kaul
cce3f7bdc4
Feature/add currency suffix to emergency fund dialog ( #7969 )
* Add currency suffix to emergency fund dialog
* Update changelog
1 week ago
Szymon Łągiewka
c1c73e145a
Task/migrate client to prisma-client generated code ( #7868 )
* Migrate client to prisma-client generated code
* Update changelog
1 week ago
Thomas Kaul
7b899489b8
Feature/add total column to tag management ( #7970 )
* Add total column (accountCount + activityCount)
* Update changelog
1 week ago
nidhal karchoud
301565baca
Task/migrate historical market data editor dialog from ngModel to form control ( #7933 )
* Migrate from ngModel to form control
* Update changelog
1 week ago
David Requeno
1a74429274
Task/migrate ESLint configuration to flat config format without FlatCompat ( #7938 )
* Migrate ESLint configuration to flat config format without FlatCompat
* Update changelog
1 week ago
Kenrick Tandrian
23c6452a82
Task/widen input types in portfolio proportion chart component ( #7954 )
Widen input types
1 week ago
Kenrick Tandrian
ca47dbfa40
Task/widen input types on value component ( #7953 )
Widen input types
1 week ago
Thomas Kaul
7f7f99d1ea
Task/extend personal finance tools (20260924) ( #7944 )
Extend personal finance tools
1 week ago
Thomas Kaul
30208907a6
Feature/add dividend performance to analysis page ( #7924 )
* Add dividend performance
* Update changelog
2 weeks ago
Thomas Kaul
98cea58da8
Bugfix/wrapping of name column in accounts table ( #7951 )
* Fix wrapping of name column
* Update changelog
2 weeks ago
Thomas Kaul
3cd7c1d093
Task/extend personal finance tools with last update date ( #7942 )
Extend with last update date
2 weeks ago
Thomas Kaul
c8a7e31f2b
Task/extend personal finance tools (20260923) part II ( #7941 )
Extend personal finance tools
2 weeks ago
Thomas Kaul
3c9cc2e531
Task/extend personal finance tools (20260923) ( #7940 )
Extend personal finance tools
2 weeks ago
Thomas Kaul
89da484bb7
Task/move percentage formulas of portfolio calculator to method class ( #7919 )
Move percentage formulas of portfolio calculator to method class
3 weeks ago
Thomas Kaul
74d564a2b2
Task/rename time weighted investment to average investment ( #7918 )
Rename time weighted investment to average investment
3 weeks ago
Thomas Kaul
afbb37aed7
Task/rename symbol metrics to holding performance ( #7912 )
Rename types of portfolio calculator to HoldingPerformance, PortfolioCalculatorHolding and PortfolioSnapshotHolding
3 weeks ago
Thomas Kaul
1e3b88add8
Task/localize default account name created during user registration ( #7888 )
* Localize default account name created during user registration
* Update changelog
3 weeks ago
Thomas Kaul
e7f57d6dc0
Feature/support country codes in entity logo component ( #7884 )
* Add support for country codes to entity logo component
* Update changelog
3 weeks ago
Thomas Kaul
f920ac4943
Bugfix/account balance hidden in time zones ahead of server ( #7800 )
* Fix missing account balance of current day for users in time zone ahead of instance
* Update changelog
3 weeks ago
Thomas Kaul
71db6efe07
Feature/add previous and next navigation to personal finance tools ( #7899 )
Add previous and next navigation
3 weeks ago
Thomas Kaul
d27e4de418
Task/improve simplified mode in holdings table ( #7875 )
* Improve simplified mode
* Update changelog
3 weeks ago
Thomas Kaul
0e1b77bcf7
Feature/add holdings to overview ( #7861 )
* Add holdings
* Update changelog
3 weeks ago
Thomas Kaul
9884fa0be2
Task/improve no activities info component ( #7857 )
* Various improvements
* Update changelog
4 weeks ago
Thomas Kaul
483b55cde9
Task/improve style of dense selectors ( #7856 )
* Improve style of dense selectors
* Update changelog
4 weeks ago
asyncAndChill
84165724e9
Task/update Turbobulls in personal finance tools ( #7851 )
Update Turbobulls
4 weeks ago
Thomas Kaul
0c2ebee8ac
Bugfix/opening asset profile from watchlist ( #7846 )
* Fix issue when opening asset profile
* Update changelog
1 month ago
Thomas Kaul
ceaef13b70
Task/migrate watchlist to dedicated routes ( #7837 )
* Migrate create dialog to dedicated route
* Update changelog
1 month ago
Thomas Kaul
f7c0a1b9fd
Task/include closed holdings by default in holdings endpoint ( #7843 )
* Return active and closed holdings in holdings endpoint
* Update changelog
1 month ago
Thomas Kaul
9a568d93e1
Task/migrate market data management to dedicated routes ( #7823 )
* Migrate market data management to dedicated routes
* Update changelog
1 month ago
Thomas Kaul
7a6f54ab3b
Feature/simplified mode in holdings table component ( #7830 )
* Add simplified mode to holdings table component
* Update changelog
1 month ago
Thomas Kaul
0a6fea9fcf
Task/improve handling of excluded holdings ( #7828 )
* Improve handling of excluded holdings
* Update changelog
1 month ago
Thomas Kaul
3d9018a6a7
Task/improve data provider credits component ( #7826 )
Improve data provider credits
1 month ago
Thomas Kaul
f604a9e906
Task/limit length in various endpoints ( #7810 )
* Limit length for comment, search query and symbol
* Update changelog
1 month ago
Thomas Kaul
94c2c6cd06
Task/migrate transfer cash balance dialog to dedicated route ( #7791 )
* Migrate transfer cash balance dialog to dedicated route
* Update changelog
1 month ago
Thomas Kaul
b39a806f18
Task/extend personal finance tools (20260902) ( #7793 )
Extend personal finance tools
1 month ago
Thomas Kaul
2ce58d767d
Task/restrict restricted view and manage permission to MCP ( #7783 )
* Restrict restricted view and manage permission to MCP
* Update changelog
1 month ago
Thomas Kaul
fc083fb0cd
Bugfix/loading state of holdings table on portfolio holdings page ( #7788 )
* Fix loading state of holdings table
* Update changelog
1 month ago
Thomas Kaul
c5139e9ab3
Bugfix/loading state of accounts table on accounts page ( #7787 )
* Fix loading state of accounts table
* Update changelog
1 month ago
Lyndros
0910d6d209
Task/refactor double ternary in portfolio proportion chart ( #7785 )
Refactoring
1 month ago
Thomas Kaul
26d45a4fe2
Feature/add MCP tool to import activities ( #7766 )
* Add MCP tool to import activities
* Update changelog
1 month ago
Thomas Kaul
82b243f9ed
Bugfix/handling of cash positions ( #7660 )
* Fix handling of cash positions
* Update changelog
1 month ago