Import preview, archiving, performance and much more…

So, that was a REAL act. The lights were on in the IT basement for 4 weeks. And that with the crazy electricity prices.

We have taken on board and implemented all suggestions, ideas and understandable grumbles. There were a few issues, but the following solutions have now been permanently implemented. Everyone should now be able to find what they are looking for:

  • When importing, there is an “import preview” that can be edited as required.
  • Portfolios can now be archived and restored
  • Improvements when deleting positions
  • Monitoring implemented for defective or missing historical data
  • Manual revision of the components of the major indices S&P500, NASDAQ Composite, Russel 2000, WIG 20, DAX, TecDAX, MDAX, SDAX, FTSE 100
  • Extension of historical data
  • Improvement of crypto quotes on a USD basis
  • Upload the import files piece by piece and no longer all at once to prevent timeouts
  • Improvement of various PDF and CSV import adapters
  • Optimization of field widths so that long field contents of the layout no longer shift
  • Improvement of the error description for error messages
  • Better validation of transactions during import to avoid invalid transactions (missing data, negative purchase prices, etc.)
  • Refreshing the dividend table after dividend import without page reload
  • Sometimes the wrong file name was reported for incorrect files. Fixed!
  • Removal of redundant API calls to increase the performance and stability of the UI
  • Standard portfolios after registration are now linked and no longer copied, thus reducing the amount of data
  • Optimization of various database queries to reduce the overall response time
  • Improvement of the data model in terms of performance
  • Deduplication of instrument data to avoid redundancies
  • Optimization of deployment pipelines to roll out new features faster and more securely
  • Fixed an error when calculating the total performance that occurred with many alternating purchases and sales of the same position
  • Fixed an error when calculating the performance table
  • 0 Values hidden in asset performance table
  • Chart performance values sometimes did not match the totals. Fixed
  • Entry value sometimes did not match the information in the totals. Fixed.
  • Total value added for subscribed portfolio
  • Display the chart in the home currency. If there are not enough data points, display in USD or EUR.
  • Hide chart if there are not enough data points
  • Jumps in the chart display removed
  • Various UI improvements
  • Display the dividend tab even if there are dividends but no transactions
  • Data update significantly increased in the event of changes
  • Portfolio EXPORT (csv)

So – we dry our sweat and tears and send the injured and wounded of this code war on vacation 🤕 (2-3 hours or so). Then we’ll immediately devote ourselves to new features.

Please continue to report bugs and point out shortcomings – either on Discord or via the website. We will only continue to improve with your help ✊


Best regards from your Spatz team