Sven Günther
fa0471d21f
renaming annualizedDividendYield
4 weeks ago
Sven Günther
8359f48bc7
Add calculation and display of annualized dividend yield based on dividends received in the last 12 months relative to the investment cost basis.
Implementation:
- Add annualizedDividendYield property to TimelinePosition, PortfolioSnapshot, and PortfolioSummary interfaces
- Calculate individual position yield based on last 12 months dividends / investment with currency effects
- Aggregate portfolio-wide yield in PortfolioSnapshot
- Extract and include yield in PortfolioSummary via PortfolioService
Tests:
- Add comprehensive tests with single position (MSFT)
- Add multi-position test (MSFT + IBM) to verify aggregation
- Add PortfolioService integration tests
- Add IBM mock data to CurrentRateService
- Update cash test to include new property
1 month ago
Thomas Kaul
63e75942a8
Task/remove deprecated transaction count in portfolio calculator and service ( #6288 )
* Remove deprecated transactionCount in portfolio calculator and service
* Update changelog
4 weeks ago
Thomas Kaul
418e8bc843
Task/remove deprecated first buy date in portfolio calculator ( #6244 )
* Remove deprecated firstBuyDate
* Update changelog
1 month ago
Thomas Kaul
13031aaad3
Task/deprecate firstBuyDate in portfolio calculator ( #6239 )
* Deprecate firstBuyDate in favor of dateOfFirstActivity
* Update changelog
1 month ago
Thomas Kaul
71902e39d1
Task/deprecate transactionCount in portfolio calculator and service ( #6228 )
* Deprecate transactionCount in favor of activitiesCount
* Update changelog
1 month ago
Kenrick Tandrian
645e8ee303
Bugfix/prevent double counting of cash in net worth ( #6171 )
* Prevent double counting of cash in net worth
* Update changelog
2 months ago
Thomas Kaul
55e4d2fc7a
Feature/deprecate ITEM activity type in favor of BUY ( #5093 )
* Deprecate ITEM activity type in favor of BUY
* Update changelog
8 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
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Co-authored-by: Verbindolai <nikolaiwieczorek@web.de>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
csehatt741
634bdf16d6
Feature/extend portfolio snapshot by activities count ( #4352 )
* Extend portfolio snapshot by activities count
* Update changelog
1 year ago
Thomas Kaul
0841f8bd5b
Bugfix/fix exception in portfolio calculator ( #4113 )
* Fix exception in portfolio calculator
* Update changelog
1 year ago
gizmodus
f360a12823
Feature/rework portfolio calculator ( #3393 )
* Rework portfolio calculation
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
41f5801b5e
Feature/refactor unique asset type to asset profile identifier ( #3636 )
* Refactoring
2 years ago
Thomas Kaul
9d6214e93a
Bugfix/fix fees calculation in portfolio summary ( #3567 )
* Fix fees calculation
* Update changelog
2 years ago
Thomas Kaul
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
* Set up caching
* Update changelog
2 years ago