Thomas Kaul
8420cb830c
Feature/add product roadmap to faq ( #3143 )
...
* Add product roadmap
* Update changelog
12 months ago
helgehatt
a0ddd1f9b9
Fix date conversion in import of historical market data ( #3117 )
...
* Fix date conversion in import of historical market data
* Update changelog
12 months ago
Thomas Kaul
671e4e316b
Release 2.63.2 ( #3138 )
12 months ago
Thomas Kaul
473136e9aa
Release 2.63.1 ( #3135 )
...
* Release 2.63.1
12 months ago
Thomas Kaul
9a3db91982
Release 2.63.0 ( #3134 )
12 months ago
Thomas Kaul
d23cb5f190
Feature/upgrade simplewebauthn dependencies to version 9.0 ( #3130 )
...
* Upgrade @simplewebauthn/browser and @simplewebauthn/server to version 9.0
* Update changelog
12 months ago
Thomas Kaul
7a364472c8
Bugfix/fix liability issue in allocations ( #3133 )
...
* Remove liabilities from allocations calculation
* Update changelog
12 months ago
Thomas Kaul
59c064e3c8
Feature/upgrade yahoo finance2 to version 2.10.0 ( #3127 )
...
* Upgrade yahoo-finance2 to version 2.10.0
* Update changelog
12 months ago
Thomas Kaul
d32dd5e860
Feature/upgrade countries list to version 3.1.0 ( #3131 )
...
* Upgrade countries-list to version 3.1.0
* Update changelog
12 months ago
Thomas Kaul
bb86f85203
Feature/add available home server systems to faq ( #3126 )
...
* Add available home server systems
* Update changelog
* Add CasaOS to README.md
12 months ago
gizmodus
0bca8897d6
Fix average price calculation by only considering BUY transactions ( #3125 )
...
* Fix average price calculation by only considering buy transactions
* Update changelog
12 months ago
Thomas Kaul
ba73f6de2e
Release 2.62.0 ( #3124 )
12 months ago
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
...
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
12 months ago
Gerard Du Pre
d9d71e7827
Fix issue with removing account from activity ( #3112 )
...
* Fix issue with removing account from activity
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
12 months ago
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities ( #3118 )
...
* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
12 months ago
Thomas Kaul
1f2f9f22f2
Feature/remove environment variable web auth rp ( #3115 )
...
* Remove environment variable WEB_AUTH_RP_ID
* Update changelog
12 months ago
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
...
* Integrate dividend into transaction point concept
* Update changelog
12 months ago
Thomas Kaul
c641c28b12
Release 2.61.1 ( #3110 )
12 months ago
Thomas Kaul
c54392b7bb
Bugfix/fix exception in account value calculation ( #3109 )
...
* Fix exception in value of account calculation caused by liabilities
* Update changelog
12 months ago
Thomas Kaul
144d831954
Release 2.61.0 ( #3097 )
12 months ago
Thomas Kaul
c37ad9bad4
Bugfix/fix activities import ( #3095 )
...
* Fix query parameter handling of booleans
* Update changelog
12 months ago
Thomas Kaul
b932bac9aa
Feature/optimize summary calculation ( #3088 )
...
* Optimize calculation
* Update changelog
12 months ago
Thomas Kaul
bcdd873222
Add missing title ( #3087 )
12 months ago
Thomas Kaul
25b3de5828
Release 2.60.0 ( #3086 )
12 months ago
Thomas Kaul
40b454d2f3
Feature/refresh cryptocurrencies list 20240302 ( #3085 )
...
* Update cryptocurrencies.json
* Add UNI7083
* Update changelog
12 months ago
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
...
* Integrate (wealth) items into transaction point concept
* Update changelog
12 months ago
Thomas Kaul
66992ef915
Bugfix/change show condition of button to fetch current market price ( #3079 )
...
* Change show condition of button to fetch current market price
* Update changelog
12 months ago
Thomas Kaul
7f67430685
Bugfix/readd value in base currency to activity ( #3078 )
...
* Readd valueInBaseCurrency
* Update changelog
12 months ago
Thomas Kaul
8a49a04324
Feature/improve usability of benchmarks in markets overview ( #3077 )
...
* Improve icons, localize label
* Update changelog
12 months ago
Thomas Kaul
cde74b6c62
Release 2.59.0 ( #3069 )
1 year ago
Thomas Kaul
633c65e33c
Feature/extend self hosting faq ( #3068 )
...
* Extend self-hosting FAQ
* Update changelog
1 year ago
Thomas Kaul
d1617f2d87
Feature/add index for is excluded to account database table ( #3067 )
...
* Add index for isExcluded to account database table
* Update changelog
1 year ago
Søren Bjergmark
68e558f198
Feature/Improve activities import by ISIN number ( #3051 )
...
* Improve activities import by ISIN number
* Update changelog
1 year ago
Thomas Kaul
2115745471
Bugfix/fix issue with exchange rate calculation of wealth items in accounts ( #3065 )
...
* Fix exchange rate calculatio of wealth items in accounts
* Update changelog
1 year ago
Thomas Kaul
2cabd21315
Release 2.58.0 ( #3061 )
1 year ago
Thomas Kaul
3615e2f057
Feature/improve handling of activities without account ( #3060 )
...
* Improve handling of activities without account
* Update changelog
1 year ago
Thomas Kaul
d3679d41b3
Bugfix/fix query to filter activities of excluded accounts ( #3059 )
...
* Fix query to filter activities of excluded accounts
* Update changelog
1 year ago
Thomas Kaul
f2d431a6b8
Bugfix/improve asset profile validation in activities import ( #3057 )
...
* Improve asset profile validation
* Update changelog
1 year ago
Thomas Kaul
5b20ba3382
Release 2.57.0 ( #3054 )
1 year ago
Thomas Kaul
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
...
* Move break down of performance to general availability
* Update changelog
1 year ago
Thomas Kaul
6ae3a47b54
Bugfix/change top and bottom performers to performance with currency effect ( #3046 )
...
* Change to performance with currency effect
* Update changelog
1 year ago
Thomas Kaul
88c19eb45e
Feature/restructure copy assets nx target ( #3045 )
...
* Restructure copy-assets Nx target
* Update changelog
1 year ago
Thomas Kaul
7728706bc8
Release 2.56.0 ( #3043 )
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
c002e37285
Feature/add missing default currency to prepare currencies function ( #3042 )
...
* Add missing default currency
* 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
miles
a3178fb213
Feature/expose redis database via environment variable ( #3036 )
...
* Expose Redis database via environment variable
* Update changelog
1 year ago
Thomas Kaul
e7158f6e16
Feature/upgrade prisma to version 5.10.2 ( #3038 )
...
* Upgrade prisma to version 5.10.2
* Update changelog
1 year ago
Thomas Kaul
dbea0456bc
Update changelog ( #3035 )
1 year ago
Thomas Kaul
fefee11301
Release 2.55.0 ( #3034 )
1 year ago
Thomas Kaul
40836b745b
Feature/improve validation for currency in endpoints ( #3030 )
...
* Improve validation for currency
* Update changelog
1 year ago
Thomas Kaul
07eabac059
Feature/add missing database indexes part 2 ( #3033 )
...
* Add missing database indexes (for orderBy and where clauses)
* Update changelog
1 year ago
Thomas Kaul
48b412cfb8
Feature/harmonize setting of default locale ( #3032 )
...
* Harmonize setting of default locale
* Update changelog
1 year ago
Thomas Kaul
982c71c728
Feature/set angular parser in prettierrc ( #3028 )
...
* Set parser to angular
* Update changelog
1 year ago
Thomas Kaul
5aa16a3779
Release 2.54.0 ( #3027 )
1 year ago
Thomas Kaul
93de25e5b6
Feature/add missing database indexes ( #3026 )
...
* Add missing database indexes
* Update changelog
1 year ago
Thomas Kaul
ffbdfb86ec
Release 2.53.1 ( #3025 )
1 year ago
Thomas Kaul
be7f6bb657
Feature/add inactive as user role ( #3024 )
...
* Add INACTIVE as user role
* Update changelog
1 year ago
Thomas Kaul
0578c645d1
Release 2.53.0 ( #3021 )
1 year ago
Thomas Kaul
266c0a9a2c
Feature/eliminate search request in get quotes of eod service ( #3019 )
...
* Eliminate search request to get quotes
* Update changelog
1 year ago
Thomas Kaul
a3cdb23776
Feature/refactor query to filter activities of excluded accounts ( #3016 )
...
* Refactor query to filter activities of excluded accounts
* Update changelog
1 year ago
Thomas Kaul
448cea0b69
Feature/improve usability of holdings table ( #3017 )
...
* Improve usability
* Update changelog
1 year ago
Thomas Kaul
f50670c7fe
Feature/improve language localization for de 20240217 ( #3014 )
...
* Update translations
* Update changelog
1 year ago
Thomas Kaul
c0029d3b1d
Feature/upgrade ng extract i18n merge to version 2.10.0 ( #3013 )
...
* Upgrade ng-extract-i18n-merge to version 2.10.0
* Update changelog
1 year ago
Thomas Kaul
2518a8fd9d
Feature/add accounts tab to position detail dialog ( #3012 )
...
* Add accounts tab to position detail dialog
* Update changelog
1 year ago
Thomas Kaul
572dcf075a
Release 2.52.0 ( #3011 )
1 year ago
Thomas Kaul
29cb83d469
Bugfix/improve x axis scale of dividend and investment timeline ( #3010 )
...
* Improve X-axis scale
* Update changelog
1 year ago
Thomas Kaul
cac73ac111
Feature/divide faq page in three sections ( #3003 )
...
* Divide FAQ page in three sections
* General
* Cloud (SaaS)
* Self-Hosting
* Update changelog
1 year ago
Thomas Kaul
02cf4295a9
Feature/add loading indicator to dividend and investment timelines ( #3007 )
...
* Add loading indicators
* Dividend timeline
* Investment timeline
* Update changelog
1 year ago
Thomas Kaul
54310f2214
Feature/add support for jupiter cryptocurrency ( #2999 )
...
* Add JUP29210
* Update changelog
1 year ago
Thomas Kaul
d00489b547
Release 2.51.0 ( #2998 )
1 year ago
Thomas Kaul
2985dd67c5
Feature/improve ordered list in safari ( #2996 )
...
* Improve ordered list in Safari (without text-truncate)
* Update changelog
1 year ago
Thomas Kaul
5eba764c04
Feature/upgrade eslint dependencies 20240212 ( #2995 )
...
* Upgrade eslint dependencies
* Update changelog
1 year ago
Thomas Kaul
cc0ce18627
Bugfix/fix date conversion in import of historical market data ( #2994 )
...
* Fix date conversion
* Update changelog
1 year ago
Thomas Kaul
e82cf2e7d0
Feature/upgrade nx to version 18.0.4 ( #2990 )
...
* Upgrade Nx to version 18.0.4
* Update changelog
1 year ago
Thomas Kaul
865402be3a
Feature/replace import sort with prettier plugin sort imports ( #2872 )
...
* Replace import-sort with prettier-plugin-sort-imports
* Update changelog
1 year ago
Thomas Kaul
6eb659d7e6
Release 2.50.0 ( #2984 )
1 year ago
Thomas Kaul
37430b7bdc
Feature/upgrade prisma to version 5.9.1 ( #2983 )
...
* Upgrade prisma to version 5.9.1
* Update changelog
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
f83e75df44
Feature/harmonize env variables of various api keys ( #2980 )
...
* Harmonize env variables of various API keys
* Update changelog
1 year ago
Thomas Kaul
00a2b60eb5
Release 2.49.0 ( #2979 )
1 year ago
Thomas Kaul
460266a501
Feature/upgrade yahoo finance2 to version 2.9.1 ( #2963 )
...
* Upgrade yahoo-finance2 to version 2.9.1
* Update changelog
1 year ago
Thomas Kaul
9fe90273c7
Feature/move assistant to general availability ( #2977 )
...
* Move assistant from experimental to general availability
* Update changelog
1 year ago
Thomas Kaul
4078229fe6
Feature/add button to apply filters in assistant ( #2971 )
...
* Add apply filters button
* Update changelog
1 year ago
Martin Mui
e7d4641d13
Feature/reload data on logo click ( #2959 )
...
* Reload data on logo click
* Update changelog
1 year ago
Thomas Kaul
cc1d9811e0
Release 2.48.1 ( #2968 )
1 year ago
Thomas Kaul
35450ac004
Bugfix/add missing data provider info to search results of coingecko ( #2967 )
...
* Add missing data provider info
* Update changelog
1 year ago
Thomas Kaul
9c18f48a32
Release 2.48.0 ( #2962 )
1 year ago
Thomas Kaul
87529490c3
Feature/refresh cryptocurrencies list 20240205 ( #2961 )
...
* Update cryptocurrencies.json
* 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
06ba7a4b1b
Feature/extend assistant by asset class selector ( #2957 )
...
* Remove tabs
* Add asset class selector
* Update changelog
1 year ago
Thomas Kaul
c68d113d27
Feature/improve usability of account and tag selector of assistant ( #2955 )
...
* Change radio button to select
* account
* tag
* Update changelog
1 year ago
Thomas Kaul
69e3bee52c
Feature/upgrade prettier to version 3.2.5 ( #2954 )
...
* Upgrade prettier to version 3.2.5
* Update changelog
1 year ago
Hey
2a38a16f6b
Feature/Improve error logs for timeout in data provider services ( #2953 )
...
* Improve error logs for timeout in data provider services
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
0f9455cf02
Release 2.47.0 ( #2951 )
1 year ago
Thomas Kaul
d4afa03505
Bugfix/fix rendering issue with date range selector of assistant ( #2950 )
...
* Improve click handling
* Improve locales
* 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
faad65b6f3
Update translations ( #2940 )
...
* Update translations
* Update changelog
1 year ago
Thomas Kaul
a8add30125
Feature/upgrade prettier to version 3.2.4 ( #2928 )
...
* Upgrade prettier to version 3.2.4
* Update changelog
1 year ago
Thomas Kaul
8b10695353
Feature/only show used tags in tag selector of assistant ( #2943 )
...
* Only show used tags in tag selector
* Update changelog
1 year ago
Arshad Jamal
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>
1 year ago
Thomas Kaul
6dcb0d8583
Release 2.46.0 ( #2938 )
1 year ago
Thomas Kaul
25deba16df
Feature/add reset filters button to assistant ( #2936 )
...
* Add reset filters button
* Update changelog
1 year ago
Thomas Kaul
be93ca8968
Feature/migrate allocations page to work with filters of assistant ( #2933 )
...
* Migrate portfolio allocations to work with filters of assistant
* Update changelog
1 year ago
Thomas Kaul
1ca4f885b0
Feature/migrate holdings page to work with filters of assistant ( #2932 )
...
* Migrate portfolio holdings to work with filters of assistant
* Update changelog
1 year ago
Thomas Kaul
c9368c5cf2
Release 2.45.0 ( #2931 )
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
2c068c412d
Feature/migrate tag selector to form group in assistant ( #2926 )
...
* Introduce filter form group
* Update changelog
1 year ago
Thomas Kaul
9fdbd22cb5
Bugfix/fix activities import for manual data source ( #2923 )
...
* Fix import
* Update changelog
1 year ago
Thomas Kaul
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
...
* Format name
* Update changelog
1 year ago
Thomas Kaul
2c10cd7edf
Bugfix/remove holdings with incomplete data from top3 bottom3 performers ( #2921 )
...
* Remove holdings with incomplete data
* Update changelog
1 year ago
Thomas Kaul
bbde86c66e
Feature/improve language localization for de 20240124 ( #2918 )
...
* Update translations
* Update changelog
1 year ago
Thomas Kaul
73c0843d51
Feature/add permissions to access model ( #2833 )
...
* Add permissions to Access model
* Update changelog
1 year ago
Thomas Kaul
04fc2cd3e1
Release 2.44.0 ( #2917 )
1 year ago
Thomas Kaul
b39c97ab9f
Bugfix/improve validation for non numeric results in eod service ( #2916 )
...
* Improve validation of non-numeric numbers
* Update changelog
1 year ago
Thomas Kaul
1dd5e9c787
Release 2.43.1 ( #2914 )
1 year ago
Thomas Kaul
0a35d5f236
Release 2.43.0 ( #2911 )
1 year ago
Thomas Kaul
09ce8b1cd0
Feature/add support for importing dividends from eod ( #2910 )
...
* Add support for importing dividends
* Update changelog
1 year ago
Cédric Meuter
a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
...
* Add date range selector including WTD and MTD to assistant
* Update changelog
1 year ago
Thomas Kaul
5c23ece62c
Feature/improve usability of benchmark management ( #2904 )
...
* Add icon
* Update changelog
1 year ago
Cédric Meuter
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
1 year ago
Thomas Dietrich
5fc84a06cc
Feature/Add healthcheck for Ghostfolio service ( #2893 )
...
* Add curl to Dockerfile image
* Add healthcheck to docker-compose.yml and docker-compose.build.yml
* Update changelog
1 year ago
Thomas Kaul
12186e1c6c
Release 2.42.0 ( #2899 )
1 year ago
Thomas Kaul
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
...
* Improve handling of derived currencies
* Update changelog
1 year ago
Thomas Kaul
8d5f2fd91d
Fix fee conversion ( #2896 )
...
* Fix fee conversion
* Update changelog
1 year ago
Thomas Kaul
4ac661fb94
Feature/improve language localization for de 20240120 ( #2894 )
...
* Improve translations
* Update changelog
1 year ago
Thomas Kaul
e763bfb2e2
Feature/improve labels in portfolio evolution chart and investment timeline ( #2892 )
...
* Improve labels
* Update changelog
1 year ago
Thomas Kaul
88c7e34cc3
Feature/upgrade prisma to version 5.8.1 ( #2859 )
...
* Upgrade prisma to version 5.8.1
* Update changelog
1 year ago
Hugo Persson
c918deeb1c
Feature/Support for editing countries and sectors ( #2854 )
...
* Add support for editing countries and sectors
* Update changelog
1 year ago
Thomas Kaul
1877b31f00
Release 2.41.0 ( #2888 )
1 year ago
Thomas Kaul
00895b7bb1
Feature/increase timeout to load historical data in data provider service ( #2887 )
...
* Increase timeout to load historical data
* Update changelog
1 year ago
Thomas Kaul
bff60ddbe0
Feature/improve asset profile validation in activities import for manual data source ( #2886 )
...
* Improve asset profile validation for MANUAL data source
* Update changelog
1 year ago
Thomas Kaul
d46de0a15e
Fix typo ( #2878 )
1 year ago
Thomas Kaul
693791d113
Feature/add validation of search results in eod historical data service ( #2883 )
...
* Validate currency
* Update changelog
1 year ago
TobiasXy
1b2d2a9860
Feature/Add holdings tab to account detail dialog ( #2853 ) ( #2864 )
...
* Feature/Add holdings tab to account detail dialog (#2853 )
* Update changelog
1 year ago
Thomas Kaul
bde8be1385
Release 2.40.0 ( #2877 )
1 year ago
Thomas Kaul
ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes ( #2875 )
...
* Always get quotes (with fallback to historical data)
* Update changelog
1 year ago
Thomas Kaul
217bb6aa5a
Release 2.39.0 ( #2871 )
1 year ago
Thomas Kaul
440dc470fa
Bugfix/fix currency inconsistency with conversion of ZAR to ZAc ( #2869 )
...
* Fix conversion from ZAR to ZAc
* Update changelog
1 year ago
Thomas Kaul
165ca94f5b
Feature/improve alignment in portfolio performance component ( #2867 )
...
* Improve alignment
* Update changelog
1 year ago
Thomas Kaul
c418e75139
Bugfix/fix currency in error log in exchange rate data service ( #2868 )
...
* Fix currency
* Update changelog
1 year ago
Thomas Kaul
76bf839010
Release 2.38.0 ( #2865 )
1 year ago
Thomas Kaul
3bdc4c9b4a
Feature/upgrade prettier to version 3.2.1 ( #2860 )
...
* Upgrade prettier to version 3.2.1
* Update changelog
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
Thomas Kaul
256c020e88
Feature/improve indicator for delayed market data ( #2862 )
...
* Improve indicator for delayed market data
* Update changelog
1 year ago
Thomas Kaul
5fa3388609
Feature/break down performance into asset and currency ( #2863 )
...
* Break down performance into asset and currency
* Nullify values
* 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
f5df970685
Release 2.37.0 ( #2858 )
1 year ago
Thomas Kaul
edfdc0c346
Feature/improve chart size in asset profile details dialog ( #2849 )
...
* Improve chart size
* Update changelog
1 year ago