56b169e1c4
Feature/make header background solid ( #817 )
...
* Remove alpha
* Update changelog
3 years ago
67f2b326f3
Switch to new calculation engine ( #814 )
...
* Switch to new calculation engine
* Clean up old portfolio calculation engine (#815 )
* Rename new portfolio calculation engine (#816 )
* Update changelog
3 years ago
3d3a6c1204
Feature/improve fire section ( #813 )
...
* Improve FIRE section
* Update changelog
3 years ago
957200854c
Feature/improve empty state of proportion chart ( #811 )
...
* Improve empty state
* Update changelog
3 years ago
6575440877
Bugfix/fix dates in value component ( #810 )
...
* Fix dates
* Update changelog
3 years ago
2a854e2574
Various improvements ( #807 )
3 years ago
52d113e71f
Feature/improve label of average price ( #805 )
...
* Improve label
* Update changelog
3 years ago
204c7360c3
Feature/prepare for localized date format ( #803 )
...
* Support localized date and number format
* Update changelog
3 years ago
fa41e25c8f
Release/1.131.1 ( #804 )
...
* Add API version
* Update changelog
3 years ago
fa79196278
Feature/display values in base currency on mobile ( #796 )
...
* Display values in base currency on mobile
* Update changelog
3 years ago
d1230ca3ad
Support coupon codes on Google Play ( #795 )
3 years ago
ebbdd47fa2
Exclude google login callback endpoint from versioning ( #793 )
3 years ago
65f6bcb166
Feature/harmonize algebraic sign of gross and net performance percent ( #776 )
...
* Harmonize algebraic sign
* Update changelog
3 years ago
1214127ec0
Feature/rename orders to activities in import and export ( #786 )
...
* Rename orders to activities
* Update changelog
3 years ago
e986310302
Improve price ( #785 )
3 years ago
6762572658
Feature/setup api versioning ( #783 )
...
* Setup API versioning
* Update changelog
3 years ago
dd71f2be45
Feature/improve pricing page ( #778 )
...
* Improve pricing page
* Update changelog
3 years ago
d530cb38fa
Feature/add 7 days in coupon system ( #777 )
...
* Add 7 days
* Update changelog
3 years ago
7f0c98cae6
Feature/setup fire page with 4 percent rule ( #773 )
...
* Setup page for FIRE
* Update changelog
3 years ago
57e4163848
Feature/add 14 days in coupon system ( #772 )
...
* Add 14 days
* Update changelog
3 years ago
14773bf1aa
Bugfix/fix duplicate currency conversion in account calculations ( #771 )
...
* Fix currency conversion (duplicate)
* Update changelog
3 years ago
b4848be914
Feature/add developed vs emerging markets calculation ( #767 )
...
* Add allocations by market
* Update changelog
3 years ago
2b4319454d
Feature/add bonds and emergency fund to feature overview ( #768 )
...
* Add bonds and emergency fund
* Update changelog
3 years ago
e2faaf6faa
Feature/add hover effect to page tabs ( #764 )
...
* Add hover effect
* Update changelog
3 years ago
86a1589834
Release/1.128.0 ( #763 )
3 years ago
9f67993c03
Feature/fix issue with recent transactions ( #750 )
...
* Fix percentage performance issue with recent transactions
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
32fb3551dc
Feature/add default market price to scraper configuration ( #762 )
...
* Add default market price to scraper configuration
* Update changelog
3 years ago
30411b1502
Feature/add hover to table ( #760 )
...
* Add hover
* Update changelog
3 years ago
eb0444603b
Bugfix/fix user currency of public page ( #761 )
...
* Fix user currency
* Update changelog
3 years ago
402d73a12c
Bugfix/fix get quotes for multiple ghostfolio symbols ( #758 )
...
* Support multiple symbols in getQuotes()
* Update changelog
3 years ago
4826a51199
Feature/improve handling of scraper configuration ( #757 )
...
* Improve handling of missing scraper configuration
* Update changelog
3 years ago
5a369f29d4
Feature/restructure portfolio summary tab ( #754 )
...
* Restructure portfolio summary
* Update changelog
3 years ago
122ba9046f
Add type ( #751 )
...
* Add type
* Refactor import to import type
3 years ago
7b6893b5ed
Feature/add support for emergency fund ( #749 )
...
* Add support for emergency fund
* Update changelog
3 years ago
07799573cb
Harmonize button style ( #748 )
3 years ago
0d897bc461
Improve table header ( #746 )
3 years ago
e4908b51aa
Feature/add context to logger ( #745 )
...
* Add contexts
* Update changelog
3 years ago
99655604d9
Feature/add support for coupon duration ( #743 )
...
* Add support for coupon duration
* Update changelog
3 years ago
50184284e1
Feature/upgrade ngx skeleton loader to 5.0.0 ( #740 )
...
* Upgrade ngx-skeleton-loader to version 5.0.0
* Update changelog
3 years ago
c216ab1d76
Eliminate data source from order model ( #730 )
...
* Eliminate currency, data source and symbol from order model
* Remove prefix for symbols with data source GHOSTFOLIO
* Update changelog
3 years ago
86acbf06f4
Feature/add data provider errors to api response ( #738 )
...
* Add data provider error details
* Update changelog
3 years ago
3de7d3f60e
Bugfix/improve account calculations ( #737 )
...
* Improve account calculations
* Update changelog
3 years ago
5bb20f6d5f
Bugfix/fix undefined currencies after creating an activity ( #731 )
...
* Fix issue with undefined currencies after creating an activity
* Update changelog
3 years ago
b3e58d182a
Feature/add support for click in portfolio proportion chart ( #729 )
...
* Add support for click
* Update changelog
3 years ago
93d6746739
Refactoring ( #727 )
3 years ago
c02bcd9bd8
Feature/migrate to yahoo finance2 ( #722 )
...
* Migrate to yahoo-finance2
* Add support for mutual funds
* Add url to symbol profile
* Clean up
3 years ago
745ba978a3
Bugfix/fix zen mode ( #723 )
...
* Fix Zen mode
* Update changelog
3 years ago
46b91d3c3b
Feature/improve portfolio page ( #721 )
...
* Improve page
* Update changelog
3 years ago
68d07cc8d4
Release 1.119.0 ( #719 )
3 years ago
fed771525e
Feature/extend market data in admin panel ( #716 )
...
* Extend market data view
* Update changelog
3 years ago
a5771f601d
Improve calculation of overall performance percentage ( #701 )
...
* Improve calculation of overall performance percentage
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
2a2a5f4da5
Feature/display features based on permissions ( #714 )
...
* Display features based on permissions
* Update changelog
3 years ago
122107c8a1
Feature/distinguish today s data point in admin panel ( #711 )
...
* Distinguish today's data point
* Update changelog
3 years ago
ca46a9827a
Do not tweet on Sunday ( #712 )
3 years ago
4ec351369b
Bugfix/add fallback to default account in import ( #709 )
...
* Add fallback to default account if account id is invalid
* Update changelog
3 years ago
dced06ebb5
Bugfix/improve allocations ( #710 )
...
* Fix allocations by account for non-unique account names
* Refactor calculations with big.js
* Update changelog
3 years ago
baa6a3d0f0
Feature/restructure api modules ( #706 )
...
* Restructure modules
* Update changelog
3 years ago
d3382f0809
Update time ( #707 )
3 years ago
1eb4041837
Feature/move countries and sectors chart ( #704 )
...
* Move countries and sectors charts
* Update changelog
3 years ago
280030ae7f
Feature/add twitter bot for fear and greed index ( #702 )
...
* Add twitter bot for fear and greed index
* Update changelog
3 years ago
52e4504de9
Fix time in market ( #700 )
...
* Fix time in market
* Update changelog
3 years ago
e0bb2b1c78
Feature/improve position detail dialog ( #697 )
...
* Improve mobile layout
* Update changelog
3 years ago
809ee97f6f
Add tests ( #693 )
3 years ago
23da1bd293
Feature/add feature page ( #694 )
...
* Add feature page
* Update changelog
3 years ago
fa66cd5bce
Feature/add countries and sectors to position detail dialog ( #692 )
...
* Add asset and asset sub class
* Add countries and sectors to position detail dialog
* Update changelog
3 years ago
dcc7ef89fe
Release/1.114.1 ( #689 )
...
* Fix creation of wealth items
* Release 1.114.1
3 years ago
76f70598e2
Feature/add support for wealth items ( #666 )
...
* Add support for wealth items
* Update changelog
3 years ago
86943a5f5b
Feature/harmonize big.js operators ( #686 )
...
* Harmonize big.js operators
* Update changelog
3 years ago
6eb4eae4a9
Feature/fix twr performance 2 ( #684 )
...
* Fix TWR performance
* Weight holding period returns according to their investment value
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
6ac693dd39
Feature/improve position of currency column ( #685 )
...
* Move position of currency column
* Update changelog
3 years ago
82069da4e2
Bugfix/fix user account creation ( #682 )
...
* Fix the user account creation
* Update changelog
3 years ago
9b5ec0c56d
Feature/fix twr performance ( #679 )
...
* Fix TWR performance
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
bed3e5aae2
Bugfix/fix horizontal overflow in activities table ( #676 )
...
* Fix horizontal overflow in tables
* Update changelog
3 years ago
65bfe52db4
Feature/simplify admin user sign up ( #675 )
...
* Simplify admin user sign up
* Update changelog
3 years ago
48b524de5a
Feature/add export functionality to position detail dialog ( #672 )
...
* Add export functionality to the position detail dialog
* Respect filters in activities export
* Update changelog
3 years ago
67d40333f6
Move currency column ( #674 )
3 years ago
f369996912
Bugfix/fix symbol selection of 7d data gathering ( #670 )
...
* Fix symbol selection of 7d data gathering
* Update changelog
3 years ago
dc424a86ec
Feature/support deleting symbol profile data ( #669 )
...
* Add support for deleting symbol profile data
* Update changelog
3 years ago
5d8bde5a70
Feature/access data source and symbol from symbol profile ( #668 )
...
* Access dataSource and symbol from SymbolProfile
* Update changelog
3 years ago
16360c0c67
Feature/minor code cleanup ( #667 )
...
* Sort imports
* Update changelog
3 years ago
161cb82820
Bugfix/fix data source of fear and greed index ( #663 )
...
* Encode data source
* Update changelog
3 years ago
8bd9330acc
Feature/improve usability of create or edit transaction dialog ( #661 )
...
* Move the fee to the bottom
* Update changelog
3 years ago
155c08d665
Transform data source ( #658 )
...
* Transform data source
* Update changelog
3 years ago
b8ad6d6662
Feature/improve import ( #657 )
...
* Improve import
* Update changelog
Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>
3 years ago
9d6977e3f7
Feature/support cryptocurrency mina protocol ( #659 )
...
* Support Mina Protocol (MINA-USD)
* Update changelog
3 years ago
919b20197f
import csv with account name or id ( #654 )
...
* import csv with account id
3 years ago
62885ea890
Feature/improve consistent use of symbol with data source ( #656 )
...
* Improve the consistent use of symbol with dataSource
* Update changelog
3 years ago
65e151151b
Feature/increase fear and greed index to 90 days ( #652 )
...
* Increase fear and greed index to 90 days
* Update changelog
3 years ago
5d3bbb8f30
Feature/improve annualized performance ( #651 )
...
* Improve annualized performance calculation
* Update changelog
3 years ago
bcb7f5f522
Feature/add feature toggle for new calculation engine ( #649 )
...
* Add feature toggle for new calculation engine
* Update changelog
3 years ago
f15b33e950
Portfolio calculator rework ( #632 )
...
* Portfolio calculator rework
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
9c086edffe
Feature/extend historical data view in admin control ( #646 )
...
* Extend market data view
* Update changelog
3 years ago
585f99e4df
Feature/add summary row to activities table ( #645 )
...
* Add summary row to activities table
* Update changelog
3 years ago
9d907b5eb5
Bugfix/improve the redirection on logout ( #642 )
...
* Improve logout
* Update changelog
3 years ago
38f2930ec6
Feature/improve data provider service ( #637 )
...
* Improve data provider service
* Update changelog
3 years ago
556be61fff
Bugfix/fix unresolved account names in reports ( #636 )
...
* Fix unresolved account names
* Update changelog
3 years ago
0a8d159f78
Bugfix/fix missing symbol profile data connection in import ( #630 )
...
* Fix missing symbol profile data connection in import
* Update changelog
3 years ago
1a4109ebaa
Bugfix/fix fallback to load currencies directly from data provider ( #629 )
...
* Fix fallback
* Update changelog
3 years ago
e344c43a5a
Bugfix/fix currency of value in position detail dialog ( #627 )
...
* Fix currency
* Update changelog
3 years ago
d6b78f3457
Feature/add links to statistics section ( #626 )
...
* Add links and clean up style
* Update changelog
3 years ago
d3707bbb87
Bugfix/fix preselected default account in create activity dialog ( #624 )
...
* Fix preselected default account
* Update changelog
3 years ago
7df53896f3
Feature/start eliminating data source from order ( #622 )
...
* Start eliminating dataSource from order
* Update changelog
3 years ago
b2b3fde80e
Bugfix/support multiple accounts with the same name ( #623 )
...
* Support multiple accounts with the same name
* Update changelog
3 years ago
075431d868
Feature/add google sheets as data source ( #620 )
...
* Add google sheets as data source
* Update changelog
3 years ago
0168c1c4e8
Feature/exclude url pattern of shared portfolios in robots.txt ( #619 )
...
* Exclude shared portfolios
* Update changelog
3 years ago
07de8f87fc
Set market prices explicitly ( #618 )
...
* Set market prices explicitly
* Set comments explicitly
3 years ago
5882b7914d
Feature/add first months in open source blog post ( #616 )
...
* Add blog post
* Update changelog
3 years ago
69c9e259b1
Bugfix/fix routing of create activity dialog ( #615 )
...
* Fix routing of create activity dialog
* Update changelog
3 years ago
aca37a27f9
Feature/add top performers to analysis page ( #613 )
...
* Add Top 3 / Bottom 3 performers
* Update changelog
3 years ago
9ac67b0af2
Feature/expose profile data gathering by symbol endpoint ( #611 )
...
* Expose profile data gathering by symbol endpoint
* Update changelog
3 years ago
1e526852a7
Bugfix/fix mapping for russia in trackinsight data enhancer ( #610 )
...
* Fix mapping for Russia
* Update changelog
3 years ago
e54638a684
Feature/improve analysis page ( #609 )
...
* Improve analysis page (show y-axis, extend chart in relation to days in market)
* Update changelog
3 years ago
0179823ad9
Feature/restructure about page ( #608 )
...
* Restructure about page: introduce pages for blog and changelog
* Update changelog
3 years ago
029b7bed9a
Bugfix/improve error handling in position api endpoint ( #607 )
...
* Add guards
* Update changelog
3 years ago
635f10e2d0
Bugfix/hide data provider warning while loading ( #605 )
...
* Hide data provider warning while loading
* Update changelog
3 years ago
cebf879d67
Feature/refactor demo user ( #604 )
...
* Refactor demo user id
* Update changelog
3 years ago
124bdc028d
Bugfix/fix reload of position detail dialog ( #603 )
...
* Fix reload of position detail dialog
* Update changelog
3 years ago
d69a69ce18
Bugfix/fix exception with market state ( #602 )
...
* Fix exception with market state
* Update changelog
3 years ago
b291d9e031
Feature/refactor transactions to activities table ( #600 )
...
* Refactor transactions to activities table with attributes and routes
* Update changelog
3 years ago
6dcd801d05
Feature/extend statistics section with users in slack community ( #596 )
...
* Extend statistics with users in Slack community
* Update changelog
3 years ago
77065dac50
Feature/add date range selector to holdings tab ( #595 )
...
* Add date range selector to holdings tab
* Update changelog
3 years ago
438484879d
Bugfix/fix creation of historical data ( #594 )
...
* Fix creation of historical data (upsert instead of update)
* Update changelog
3 years ago
e37a650c70
Bugfix/fix scrolling issue in position detail dialog on mobile ( #593 )
...
* Fix scrolling in position detail dialog on mobile
* Update changelog
3 years ago
9e1a7fc981
Feature/dividend ( #547 )
...
* Add dividend to order type
* Support dividend in transactions table
* Support dividend in transaction dialog
* Extend import file with dividend
* Add dividend to portfolio summary
* Update changelog
Co-authored-by: Fly Man <fly.man.opensim@gmail.com>
3 years ago
ff638adf03
Feature/add transactions to position detail dialog ( #591 )
...
* Add transactions to position detail dialog
* Update changelog
3 years ago
db1d474ddf
Feature/more discreet data provider warning ( #589 )
...
* Upgrade http-status-codes to version 2.2.0
* Make the data provider warning more discreet
* Update changelog
3 years ago
ee397c8047
Bugfix/fix file type detection for import ( #587 )
...
* Fix file type detection ("application/vnd.ms-excel" instead of "text/csv")
* Update changelog
3 years ago
9d3610331a
Add guard ( #582 )
3 years ago
0043b44670
Feature/improve data gathering for currencies ( #581 )
...
* Improve data gathering for currencies, add warning if it fails
* Update changelog
3 years ago
bbc4e64cb4
Bugfix/filter currencies with null value ( #579 )
...
* Filter currencies with null value
* Update changelog
3 years ago
8f583709ef
Feature/add support for cosmos and polkadot ( #577 )
...
* Add support for cryptocurrencies ATOM and DOT
* Update changelog
3 years ago
4c30212a72
Feature/improve data gathering ( #576 )
...
* Eliminate benchmarks to gather
* Optimize 7d data gathering
* Update changelog
3 years ago
3b9a8fabb5
Clean up ( #574 )
3 years ago
3435b3a348
Feature/make the csv import more flexible ( #573 )
...
* Make the csv import more flexible
* Update changelog
3 years ago
5d39b267ab
write portfolio calculator test case for symbol BALN.SW (refs #554 ) ( #572 )
3 years ago
ffaaa14dba
Feature/increase fear and greed index to 30 days ( #571 )
...
* Increase Fear & Greed index to 30 days
* Update changelog
3 years ago
9f545e3e2b
Feature/add cryptocurrency solana ( #563 )
...
* Add support for Solana and clean up symbol conversion (SOL1USD)
* Update changelog
3 years ago
1602f976f0
Feature/convert errors to warnings in portfolio calculator ( #562 )
...
* Convert errors to warnings
* Update changelog
3 years ago
e78755c280
Replace OrderType with Type (prisma) ( #560 )
3 years ago
7772684413
Bugfix/fix permission for system status page ( #559 )
...
* Fix permission
* Update changelog
3 years ago
955302666e
Bugfix/improve redirection on logout ( #558 )
...
* Improve redirection on logout
* Update changelog
3 years ago
ddce8cc7f9
Feature/support update of historical data ( #557 )
...
* Support update of historical data
* Update changelog
3 years ago
aca0d77e91
Feature/add line chart to historical data view ( #555 )
...
* Add line chart
* Update changelog
3 years ago
0806d0dc92
Bugfix/fix hidden statistics values ( #552 )
...
* Fix hidden values (0)
* Update changelog
3 years ago
e518bc3779
Feature/clean up all time high and low from performance endpoint ( #551 )
...
* Remove isAllTimeHigh / isAllTimeLow
* Update changelog
3 years ago
eff807dd9a
Add tests for yahoo Finance symbol conversion ( #550 )
...
* Add tests for yahoo Finance symbol conversion
* Refactoring
3 years ago
155bf67f60
Bugfix/fix symbol conversion from yahoo finance with hyphen ( #549 )
...
* Fix symbol conversion from Yahoo Finance
* Update changelog
3 years ago
83ba5f3d9f
Feature/add intro image for dark mode ( #540 )
...
* Add intro image for dark mode
* Update changelog
3 years ago
7439c1bf54
fix(custom-cryptocurrencies): add uniswap (uni3) ( #541 )
3 years ago
e255b76053
Feature/check currency in import validation ( #538 )
...
* Check currency in import validation (avoid importing transactions in wrong currency)
* Update changelog
3 years ago
Thomas Kaul
gizmodus
Ronald Konjer
Valentin Zickner
Rafael Augusto de Oliveira