Tree: f268264c46

Commit Graph

180 Commits (f268264c46f7d9cb3c37336073796bd5bf54ff60)

Author	SHA1	Message	Date
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	841bd5c33f	Bugfix/fix dividend accumulation in symbol metrics (#3152 ) * Fix total dividend 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	bc8d8309d4	Improve handling of future liabilities (#3118 ) * Improve handling of future liabilities * Refactor currentValue to currentValueInBaseCurrency * Update changelog	1 year ago
Thomas Kaul	07661d9262	Feature/integrate dividend into transaction point concept (#3092 ) * Integrate dividend into transaction point concept * Update changelog	1 year ago
Gerard Du Pre	77358eed65	Feature/Include user role in admin endpoint (#3107 ) * Include user role in admin endpoint	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	2e9d40c201	Feature/switch to performance calculations with currency effects (#3039 ) * Switch to performance calculations with currency effects * Improve value redaction in portfolio details endpoint * Update changelog	1 year ago
Thomas Kaul	6be38a1c19	Feature/remove is default flag from account database schema (#3041 ) * Remove isDefault flag from Account database schema * Update changelog	1 year ago
Thomas Kaul	78b3328bf7	Add activities count (#3005 )	1 year ago
Thomas Kaul	e921ed7f52	Reorder imports (#2988 )	1 year ago
Thomas Kaul	ccaf06360a	Feature/introduce admin setting to disable data gathering (#2981 ) * Introduce setting to disable data gathering * Update changelog	1 year ago
Thomas Kaul	893e76f83f	Feature/provide data provider info in search (#2958 ) * Provide data provider info in search * Update changelog	1 year ago
Thomas Kaul	c9237146e2	Feature/add investment value to chart (#2948 ) * Add investment value to chart * Update changelog	1 year ago
Thomas Kaul	f3ee99fb2b	Feature/extend assistant by account selector (#2929 ) * Add account selector to assistant * Update changelog	1 year ago
Francisco Silva	3df8810412	Feature/Add support to grant private access with permissions (#2870 ) * Add support to grant private access with permissions * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	1 year ago
Thomas Kaul	7b45a8b3fc	Introduce type (#2885 )	1 year ago
Thomas Kaul	005890d785	Improve extractNumberFromString() for international number formats (#2843 ) * Set up test * Add support for international formatted numbers * Expose locale in scraper configuration * Update changelog	1 year 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>	1 year ago
Thomas Kaul	d7f72819de	Feature/extend assistant by tag selector (#2838 ) * Extend assistant by tag selector * Update changelog	1 year ago
Thomas Kaul	af71274ea9	Feature/remove account type enum (#2832 ) * Remove AccountType enum * Update changelog	1 year ago
Francisco Silva	62f85293e2	#2820 Grant private access (#2822 ) * Grant private access * Update changelog	1 year ago
Thomas Kaul	e465f1b791	Feature/add support to edit currency of asset profile with data source manual (#2789 ) * Add support to edit currency * Update changelog	1 year ago
gizmodus	b183c45027	Time weighted portfolio performance calculation (#2778 ) * Implement time weighted portfolio performance calculation * Update changelog	1 year ago
Thomas Kaul	ffb7cbff50	Feature/highlight all time high in benchmarks of the markets overview (#2740 ) * Highlight all time high * Update changelog	1 year ago
Thomas Kaul	2b491dc732	Extend performance endpoint by net worth per day (#2574 ) * Extend performance endpoint by net worth per day * Update changelog	1 year ago
Thomas Kaul	1586cd3a59	Feature/change twitter to x (#2654 ) * Change Twitter to X * Update changelog	1 year ago
Aldrin	aa72287d54	Extend benchmarks in the markets overview by 50-Day and 200-Day trends (#2575 ) * Extend benchmarks in the markets overview by 50-Day and 200-Day trends * Update changelog --------- Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	1 year ago
Thomas Kaul	12aac101bd	Feature/extend system message (#2628 ) * Extend system message * Update changelog	1 year ago
Thomas Kaul	5272407af8	Feature/extend personal finance tools pages 20231104 (#2587 ) * Introduce alias * Add Rocket Money * Add 8FIGURES	1 year ago
Thomas Kaul	e69c7a753c	Feature/add edit exchange rate button to admin control (#2577 ) * Ad edit button * Update changelog	1 year ago
Aldrin	96b5dcfaf8	Create reusable currency selector component using mat-autocomplete (#2487 ) * Create reusable currency selector component using mat-autocomplete * Update changelog	1 year ago
Thomas Kaul	30e561c06f	Feature/extend assistant with search for asset profile (#2499 ) * Extend assistant with search for asset profile * Extend search results by currency, symbol and asset sub class * Update changelog	1 year ago
Pavol Kolcun	7ae49eb839	Add endpoint for account balances (#2484 ) * Add endpoint for account balances * Update changelog --------- Co-authored-by: Pavol Kolcun <pavol.kolcun@student.tuke.sk> Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	1 year ago
Kevin	6c66033eb4	Add date to markets overview by benchmarks (#2436 ) * Add date * Update changelog	1 year ago
Kevin	37ff7acf04	Change platform control from select to autocomplete in account dialog (#2429 ) * Change platform control from select to autocomplete in account dialog * Update changelog	1 year ago
Thomas Kaul	8236091477	Feature/add support for search query in portfolio position endpoint (#2443 ) * Introduce search query filter * Update changelog	1 year ago
Siddharth Singh	d9a6c22e1e	Add application version to admin endpoint (#2423 ) * Add application version to admin endpoint * Update changelog	1 year ago
Thomas Kaul	6744245d8b	Feature/extend personal finance tools pages 20230922 (#2369 ) * Extend pages * Refactoring	2 years ago
Thomas Kaul	b12349a148	Feature/add support for interest on account level (#2354 ) * Add support for interest * Update changelog	2 years ago
Thomas Kaul	ab691bb27a	Feature/remove account type from user interface (#2335 ) * Remove account type from user interface and set it optional * Update changelog	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	622bb8b0cf	Feature/add allocations by market chart (#2171 ) * Add allocations by (advanced) market * Fix public page * 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	bdf72164b1	Feature/break down emergency fund by cash and assets (#2159 ) * Break down emergency fund in cash and assets * 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	c25f532487	Improve product pages (#2143 )	2 years ago
Thomas Kaul	2d23c566f1	Feature/setup personal finance tools pages (#2135 )	2 years ago
Thomas Kaul	e62da06c5c	Feature/extend scraper configuration support (#2110 ) * Extend scraper configuration support * Update changelog	2 years ago