ee086638f3
Feature/add benchmarks preset to admin control panel ( #3513 )
...
* Add benchmarks preset
* Update changelog
7 months ago
c4499df74c
Feature/add wealthy tracker ( #3510 )
...
* Add Wealthy Tracker
7 months ago
ff121243e4
Feature/extend asset profile for currency ( #3495 )
...
* Extend asset profile for currency
* Update changelog
7 months ago
0780ee4adb
Feature/improve language localization for de 20240620 ( #3504 )
...
* Update translations
* Update changelog
7 months ago
6c2acf2aa6
Feature/set up ssl for local development ( #3482 )
...
* Set up SSL for local development
* Update changelog
7 months ago
519827045a
Feature/add dialog for benchmarks in markets overview ( #3493 )
...
* Add benchmarks dialog in markets overview
* Update changelog
7 months ago
bf20a5de82
Feature/improve date validation in activity endpoints ( #3489 )
...
* Improve date validation
* Update changelog
7 months ago
873fd53715
Feature/extend market data with currencies preset by activities count and date ( #3460 )
...
* Extend market data with currencies preset by activities count and date
* Update changelog
7 months ago
cc92592d86
Feature/refactor personal finance tools section ( #3478 )
...
* Refactoring
7 months ago
f5e6f7dcfe
Bugfix/fix initialization of fire calculator ( #3470 )
...
* Fix initialization
* Update changelog
7 months ago
87501e094d
Feature/improve allocations by ETF holding for mobile ( #3469 )
7 months ago
23e4d5454d
Feature/improve allocations by etf holding ( #3467 )
...
* Improve allocations by ETF holding
* Update changelog
7 months ago
8a9ae9bb33
Feature/allocations by etf holding ( #3464 )
...
* Setup allocations by ETF holding
* Update changelog
7 months ago
6d941500cd
Bugfix/fix default locale in value component ( #3454 )
...
* Fix default locale
* Update changelog
7 months ago
1a0cb561cd
Feature/add ability to close user account ( #3444 )
...
* Add ability to close user account
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
7 months ago
c009f8c12f
Feature/add data provider info to asset profile details dialog ( #3434 )
...
* Add data provider info to asset profile details dialog
* Update changelog
7 months ago
60ef46accf
Bugfix/fix state handling of currency selector component ( #2795 ) ( #3429 )
...
* Fix state handling of currency selector component
* Update changelog
7 months ago
b12ac1fe84
Feature/simplify module imports of api ( #3443 )
...
* Simplify module imports
7 months ago
4355c96ab6
Bugfix/fix initial annual interest rate in fire calculator ( #3437 )
...
* Fix initial annual interest rate
* Update changelog
7 months ago
5d49ff7a4a
Feature/improve usability of date range selector in assistant ( #3409 )
...
* Improve usability of date range selector
* Update changelog
8 months ago
e31b4c64cb
Feature/refactor holding detail dialog to standalone ( #3407 )
...
* Refactor holding detail dialog to standalone
* Update changelog
8 months ago
5616bc4956
Feature/validate account balance creation/update using DTO ( #3400 )
...
* Validate create account balance using DTO
8 months ago
8319b216bb
Feature/support delete activities with filtering ( #3394 )
...
* Support delete activities with filtering
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
8 months ago
72e75208df
Bugfix/fix position detail dialog close functionality ( #3396 )
...
* Handle holding detail dialog open functionality in a single place (AppComponent)
* Update changelog
8 months ago
61f0da35bc
Feature/disable delete all activities if filters are active ( #3389 )
...
* Disable delete all activities button if filters are active
* Update changelog
8 months ago
66bdb374e8
Feature/set icon columns of tables to stick at beginning ( #3377 )
...
* Set icon columns to stick at the beginning
* Update changelog
8 months ago
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
8 months ago
1fd836194f
Feature/add absolute change column to holdings table ( #3378 )
...
* Add absolute change column
* Update changelog
8 months ago
2090db1199
Feature/increase number of attempts of queue jobs ( #3376 )
...
* Increase number of attempts
* Update changelog
8 months ago
f2cb671c7f
Feature/optimize get porfolio details endpoint ( #3366 )
...
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
8 months ago
c1ad483f33
Improve alignment ( #3370 )
8 months ago
f3d961bc16
Feature/move holdings table to holdings tab of home page ( #3368 )
...
* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
8 months ago
42b70ef568
Feature/improve performance labels in position detail dialog ( #3363 )
...
* Improve performance labels (with and without currency effects)
* Update changelog
8 months ago
4416ba0c88
Feature/set performance column of holdings table to stick at end ( #3353 )
...
* Set up stickyEnd in performance column
* Update changelog
8 months ago
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
...
* Set up caching
* Update changelog
9 months ago
a4efbc0131
Feature/migrate UI components to control flow ( #3324 )
...
* Migrate to control flow
* Update changelog
9 months ago
990028316e
Refactor form controls to form getter ( #3325 )
9 months ago
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
...
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
9 months ago
39bd4a349b
Feature/improve chart in account detail dialog ( #3314 )
...
* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
9 months ago
47fd029e0c
Clean up styles ( #3305 )
9 months ago
dfacbed66d
Feature/add support to create account cash balances ( #3260 )
...
* Add support to create account cash balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
9 months ago
bed9ae916c
Migrate UI components to standalone ( #3302 )
9 months ago
92fb05320a
Migrate UI components to standalone ( #3296 )
9 months ago
73d62bb51f
Migrate UI components to standalone ( #3290 )
9 months ago
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
...
* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
9 months ago
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
...
* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
9 months ago
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
...
* Adapt priorities of data gathering jobs
* Update changelog
9 months ago
50dbbf0569
Feature/refactor symbol icon module to asset profile icon component ( #3245 )
...
* Refactor symbol icon module to asset profile icon component (standalone)
9 months ago
efdc9b387f
Eliminate ghostfolio-style.scss ( #3228 )
9 months ago
084467ee9a
Feature/reverse order of specific years in date range selector of assistant ( #3221 )
...
* Reverse order
* Update changelog
9 months ago
51203ec96e
Feature/setup chinese ( #3220 )
...
* Set up chinese
* Update changelog
9 months ago
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
...
* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
9 months ago
5ffc39c32f
Feature/improve usability to delete asset profile ( #3208 )
...
* Disable delete button for benchmarks
* Update changelog
9 months ago
88a9b518f6
Bugfix/fix issue with overridden names in activities table ( #3200 )
...
* Fix issue with overridden names
* Update changelog
10 months ago
0edebe30e1
Feature/Add user account currency to export ( #3194 )
...
* Add user account currency to export
* Update changelog
10 months ago
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
...
* Upgrade @types/big.js to version 6.2.2
* Refactor imports
10 months ago
7e28e42995
Feature/exclude fees from holdings ( #3160 )
10 months ago
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>
10 months ago
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
...
* Fix total dividend calculation
* Update changelog
10 months ago
eb75be8535
Optimize details endpoint ( #3123 )
...
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
10 months ago
bc8d8309d4
Improve handling of future liabilities ( #3118 )
...
* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
10 months ago
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
...
* Integrate dividend into transaction point concept
* Update changelog
10 months ago
77358eed65
Feature/Include user role in admin endpoint ( #3107 )
...
* Include user role in admin endpoint
10 months ago
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
...
* Integrate (wealth) items into transaction point concept
* Update changelog
10 months ago
8a49a04324
Feature/improve usability of benchmarks in markets overview ( #3077 )
...
* Improve icons, localize label
* Update changelog
10 months ago
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
...
* Move break down of performance to general availability
* Update changelog
11 months ago
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
11 months ago
c002e37285
Feature/add missing default currency to prepare currencies function ( #3042 )
...
* Add missing default currency
* Update changelog
11 months ago
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
...
* Remove isDefault flag from Account database schema
* Update changelog
11 months ago
48b412cfb8
Feature/harmonize setting of default locale ( #3032 )
...
* Harmonize setting of default locale
* Update changelog
11 months ago
b62488628c
Prettify markup ( #3029 )
11 months ago
e1371a8d2b
Clean up ( #3018 )
11 months ago
448cea0b69
Feature/improve usability of holdings table ( #3017 )
...
* Improve usability
* Update changelog
11 months ago
2518a8fd9d
Feature/add accounts tab to position detail dialog ( #3012 )
...
* Add accounts tab to position detail dialog
* Update changelog
11 months ago
78b3328bf7
Add activities count ( #3005 )
11 months ago
1fec49fbc2
Improve states ( #3000 )
11 months ago
d5d40c0ea1
Migrate to control flow ( #2991 )
...
* Migrate to control flow
11 months ago
446c7cb517
Remove closing tags of mat-* components ( #2989 )
11 months ago
e921ed7f52
Reorder imports ( #2988 )
11 months ago
ef9d77312e
Introduce renewal-early-bird ( #2982 )
11 months ago
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
...
* Introduce setting to disable data gathering
* Update changelog
11 months ago
fcbf2f1645
Feature/remove lazy from name of activities table ( #2978 )
...
* Remove lazy from name
* Update translations
11 months ago
9fe90273c7
Feature/move assistant to general availability ( #2977 )
...
* Move assistant from experimental to general availability
* Update changelog
11 months ago
4078229fe6
Feature/add button to apply filters in assistant ( #2971 )
...
* Add apply filters button
* Update changelog
11 months ago
893e76f83f
Feature/provide data provider info in search ( #2958 )
...
* Provide data provider info in search
* Update changelog
11 months ago
06ba7a4b1b
Feature/extend assistant by asset class selector ( #2957 )
...
* Remove tabs
* Add asset class selector
* Update changelog
11 months ago
c68d113d27
Feature/improve usability of account and tag selector of assistant ( #2955 )
...
* Change radio button to select
* account
* tag
* Update changelog
11 months ago
d4afa03505
Bugfix/fix rendering issue with date range selector of assistant ( #2950 )
...
* Improve click handling
* Improve locales
* Update changelog
11 months ago
c9237146e2
Feature/add investment value to chart ( #2948 )
...
* Add investment value to chart
* Update changelog
11 months ago
8b10695353
Feature/only show used tags in tag selector of assistant ( #2943 )
...
* Only show used tags in tag selector
* Update changelog
12 months ago
e82dcc8ace
Feature/fix export in lazy-loaded activities table ( #2939 )
...
* Fix export in lazy-loaded activities table
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
12 months ago
25deba16df
Feature/add reset filters button to assistant ( #2936 )
...
* Add reset filters button
* Update changelog
12 months ago
0436cc6487
Migrate ngx-skeleton-loader components to self-closing tags ( #2935 )
12 months ago
857708dc4d
Migrate gf-* components to self-closing tags ( #2934 )
12 months ago
1ca4f885b0
Feature/migrate holdings page to work with filters of assistant ( #2932 )
...
* Migrate portfolio holdings to work with filters of assistant
* Update changelog
12 months ago
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
...
* Add account selector to assistant
* Update changelog
12 months ago
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>
12 months ago
2c068c412d
Feature/migrate tag selector to form group in assistant ( #2926 )
...
* Introduce filter form group
* Update changelog
12 months ago
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
...
* Format name
* Update changelog
12 months ago
a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
...
* Add date range selector including WTD and MTD to assistant
* Update changelog
12 months ago
4e9e3f7b6b
Feature/Add `wtd` and `mtd` as possible values for date range ( #2902 )
...
* Add `wtd` and `mtd` as possible values for date range
'wtd': week-to-date (from the start of the week)
'mtd': month-to-date (from the start of the month)
* Update changelog
12 months ago
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
...
* Improve handling of derived currencies
* Update changelog
12 months ago
7b45a8b3fc
Introduce type ( #2885 )
12 months ago
1b2d2a9860
Feature/Add holdings tab to account detail dialog ( #2853 ) ( #2864 )
...
* Feature/Add holdings tab to account detail dialog (#2853 )
* Update changelog
12 months ago
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
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
fcfe7b1787
Clean up ( #2844 )
1 year ago
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
...
* Extend assistant by tag selector
* Update changelog
1 year ago
ac0f6f40cf
Remove closing tags ( #2816 )
1 year ago
af71274ea9
Feature/remove account type enum ( #2832 )
...
* Remove AccountType enum
* Update changelog
1 year ago
62f85293e2
#2820 Grant private access ( #2822 )
...
* Grant private access
* Update changelog
1 year ago
0d93612d16
Feature/improve style of assistant ( #2828 )
...
* Minor style improvements
* Update changelog
1 year ago
4c30e9459d
Feature/extend assistant by date range selector ( #2815 )
...
* Extend assistant by date range selector
* Update changelog
1 year ago
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
34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` ( #2792 )
...
* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
1 year ago
b183c45027
Time weighted portfolio performance calculation ( #2778 )
...
* Implement time weighted portfolio performance calculation
* Update changelog
1 year ago
beb9e2c43f
Feature/modernize nx executors ( #2767 )
...
* Modernize Nx executors
* @nx/eslint:lint
* @nx/webpack:webpack
* Update changelog
1 year ago
c1446f8559
Feature/set select column to sticky in lazy loaded activities table ( #2755 )
...
* Set select column to sticky
* Update changelog
1 year ago
4547c5da1d
Feature/add lazy loaded activities table to position detail dialog ( #2753 )
...
* Add lazy-loaded activities table
* Update changelog
1 year ago
492bc5e17b
Feature/improve font weight in value component ( #2747 )
...
* Improve font weight
* Update changelog
1 year ago
6c37737051
Bugfix/fix loading state of lazy loaded activities table component ( #2744 )
...
* Fix loading state
* Update changelog
1 year ago
b22edff16b
Feature/add support for column sorting to lazy loaded activities table ( #2738 )
...
* Add support for column sorting
* Update changelog
1 year ago
ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview ( #2740 )
...
* Highlight all time high
* Update changelog
1 year ago
51a0ede3e4
Feature/introduce lazy loaded activities table ( #2729 )
...
* Introduce lazy-loaded activities table
* Add icon column
* Emit paginator event
* Add pagination logic
* Integrate total items
* Update changelog
1 year ago
4f9a5f0340
Feature/set actions columns of tables to stick at end ( #2726 )
...
* Set up stickyEnd in actions columns
* Update changelog
1 year ago
377ba75e4c
Add support to delete a cash balance ( #2707 )
1 year ago
ed4dd79c72
Add cash balances table to account detail dialog ( #2549 )
...
* Add cash balances table to account detail dialog
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
...
* Extend performance endpoint by net worth per day
* Update changelog
1 year ago
bdfba4d509
Upgrade to Nx 17.1 ( #2635 )
...
* Upgrade to Nx 17
* Run migrations
* Extend instructions
* Update changelog
1 year ago
f28b13604a
Add as const ( #2677 )
1 year ago
1586cd3a59
Feature/change twitter to x ( #2654 )
...
* Change Twitter to X
* Update changelog
1 year ago
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
1ffde2a27e
Feature/setup polish ( #2650 )
...
* Set up polski
* Update changelog
1 year ago
5dc538bafb
Feature/optimize testimonial carousel style on mobile ( #2634 )
...
* Optimize style on mobile
* Update changelog
1 year ago
12aac101bd
Feature/extend system message ( #2628 )
...
* Extend system message
* Update changelog
1 year ago
6284b4dfe8
Feature/improve localization of fear and greed index ( #2612 )
...
* Improve localization
* Update changelog
1 year ago
e980aed9e7
Reorder functions ( #2594 )
1 year ago
5272407af8
Feature/extend personal finance tools pages 20231104 ( #2587 )
...
* Introduce alias
* Add Rocket Money
* Add 8FIGURES
1 year ago
e69c7a753c
Feature/add edit exchange rate button to admin control ( #2577 )
...
* Ad edit button
* Update changelog
1 year ago
cf7ce64de7
Bugfix/improve alignment of menu item icons ( #2566 )
...
* Improve alignment
* Update changelog
1 year ago
96b5dcfaf8
Create reusable currency selector component using mat-autocomplete ( #2487 )
...
* Create reusable currency selector component using mat-autocomplete
* Update changelog
1 year ago
4e7b7375a9
Feature/setup open figi ( #2526 )
...
* Setup OpenFIGI
* Update changelog
1 year ago
6a19eab425
Feature/improve membership card ( #2517 )
...
* Improve style
* Add animated border
1 year ago
f66edf8de0
Add membership card component ( #2507 )
...
* Add membership card component
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
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
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
5db984ffef
Add date column to benchmark component ( #2466 )
...
* Add date column to benchmark component
1 year ago
6c66033eb4
Add date to markets overview by benchmarks ( #2436 )
...
* Add date
* Update changelog
1 year ago
e9ef911548
Feature/improve search results display in assistant ( #2458 )
...
* Only show search results if search is active
* Update changelog
1 year ago
550e646079
Feature/introduce assistant ( #2451 )
...
* Introduce assistant
* Update changelog
1 year ago
Thomas Kaul
Eduardo Marinho
Fedron
Gerard Du Pre
Bastien Jeannelle
Christoph Califice
Arshad Jamal
Francisco Silva
Cédric Meuter
TobiasXy
gizmodus
miles
Sanjeev Sharma
Aldrin
Basim Mohammed
Pavol Kolcun
Kevin