d094bae7de
Bugfix/fix issue in activities filter component with typing ( #910 )
...
* Handle filter (selecting) or search term (typing)
* Update changelog
2 years ago
c1d460cead
Improve filtering ( #901 )
2 years ago
ea3a9d3b79
Feature/eliminate circular dependencies in common library ( #896 )
...
* Eliminate circular dependencies
* Update changelog
2 years ago
b3e07c8446
Feature/support permissions in fire calculator ( #891 )
...
* Support hasPermissionToUpdateUserSettings
* Update changelog
2 years ago
34cbdd7c2a
Upgrade angular, Nx and storybook ( #888 )
...
* Upgrade angular, Nx and storybook
* Update changelog
2 years ago
40380346e6
Feature/setup bull queue system ( #886 )
...
* Setup @nestjs/bull and asset profile data gathering job
* Update changelog
2 years ago
5622c4cf7e
Feature/harmonize no data available label ( #885 )
...
* Harmonize label for UNKNOWN_KEY
* Update changelog
2 years ago
16dd8f7652
Feature/refactor filters with interface ( #883 )
...
* Refactor filtering with an interface
* Filter by accounts
* Update changelog
2 years ago
ce6b5fb7cb
Bugfix/fix tooltip in proportion chart after update ( #882 )
...
* Keep tooltip configuration up to date
* Update changelog
2 years ago
1f0bd5a7db
Bugfix/fix color of spinner in filter component ( #873 )
...
* Fix color for dark mode
* Update changelog
2 years ago
b6cd007ad4
Release/1.143.0 ( #871 )
...
* Release 1.143.0
* Improve filtering by tags
2 years ago
b7bbc029ac
Feature/render tags in dialogs ( #864 )
...
* Render tags
* Update changelog
2 years ago
bad9d17c44
Setup allocations page and endpoint ( #859 )
...
* Setup tagging system
* Update changelog
2 years ago
8f61f7c169
Feature/extract activities table filter component ( #858 )
...
* Extract activities table component
* Update changelog
2 years ago
20358d9105
Feature/persist savings rate ( #849 )
...
* Persist savings rate
* Update changelog
2 years ago
0e4c39d145
Feature/reuse value component in ghostfolio in numbers section ( #846 )
...
* Reuse value component
* Update changelog
2 years ago
8ae041faa0
Bugfix/fix issue in fire calculator after changing investment horizon ( #839 )
...
* Properly update chart datasets and improve tooltip
* Update changelog
2 years ago
0d8362ca8f
Feature/separate deposit and savings in fire calculator ( #837 )
...
* Separate deposit and savings
* Update changelog
2 years ago
6e7cf0380b
Feature/export single draft ( #835 )
...
* Export single draft
* Update changelog
2 years ago
ba7c98d325
Add test case for BUY and SELL (partially) ( #826 )
...
* Add test case for BUY and SELL (partially)
* Fix investment calculation for sell activities
* Do not show total value if sell activity
* Update changelog
2 years ago
8526b5a027
Feature/export draft activities as ics ( #830 )
...
* Export draft activities as ICS
* Update changelog
2 years ago
500e09d95a
Bugfix/fix loading state in fire calculator ( #824 )
...
* Fix loading state
* Update changelog
2 years ago
70723f8d5f
Bugfix/fix projected total amount in fire calculator ( #825 )
...
* Fix calculation of projected total amount
* Update changelog
2 years ago
23f2ac472e
Feature/add fire calculator ( #822 )
...
* Add fire calculator
* Update changelog
2 years ago
957200854c
Feature/improve empty state of proportion chart ( #811 )
...
* Improve empty state
* Update changelog
2 years ago
6575440877
Bugfix/fix dates in value component ( #810 )
...
* Fix dates
* Update changelog
2 years ago
255af6a6e9
Release 1.132.1 ( #809 )
2 years ago
2a854e2574
Various improvements ( #807 )
2 years ago
204c7360c3
Feature/prepare for localized date format ( #803 )
...
* Support localized date and number format
* Update changelog
2 years ago
fa79196278
Feature/display values in base currency on mobile ( #796 )
...
* Display values in base currency on mobile
* Update changelog
2 years ago
1214127ec0
Feature/rename orders to activities in import and export ( #786 )
...
* Rename orders to activities
* Update changelog
2 years ago
eb77652d6a
Clean up import ( #784 )
2 years ago
b4848be914
Feature/add developed vs emerging markets calculation ( #767 )
...
* Add allocations by market
* Update changelog
2 years ago
e769fabbae
Feature/add multilines to tooltips in proportion chart ( #753 )
...
* Introduce multilines for tooltips
* Update changelog
3 years ago
7b6893b5ed
Feature/add support for emergency fund ( #749 )
...
* Add support for emergency fund
* Update changelog
3 years ago
99655604d9
Feature/add support for coupon duration ( #743 )
...
* Add support for coupon duration
* 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
b3e58d182a
Feature/add support for click in portfolio proportion chart ( #729 )
...
* Add support for click
* Update changelog
3 years ago
1dd670a7c3
Feature/improve labels in portfolio proportion chart ( #720 )
...
* Improve labels for OTHER and UNKNOWN
* 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
280030ae7f
Feature/add twitter bot for fear and greed index ( #702 )
...
* Add twitter bot for fear and greed index
* Update changelog
3 years ago
20356f6931
Bugfix/fix max items attribute ( #698 )
...
* Fix maxItems
* 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
76f70598e2
Feature/add support for wealth items ( #666 )
...
* Add support for wealth items
* Update changelog
3 years ago
6ac693dd39
Feature/improve position of currency column ( #685 )
...
* Move position of currency column
* Update changelog
3 years ago
16f0743353
Bugfix/fix total value of activities table ( #680 )
...
* Fix total value (absolute value)
* Update changelog
3 years ago
e625e55784
Move currency column ( #678 )
3 years ago
bed3e5aae2
Bugfix/fix horizontal overflow in activities table ( #676 )
...
* Fix horizontal overflow in tables
* 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
161cb82820
Bugfix/fix data source of fear and greed index ( #663 )
...
* Encode 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
62885ea890
Feature/improve consistent use of symbol with data source ( #656 )
...
* Improve the consistent use of symbol with dataSource
* Update changelog
3 years ago
5d3bbb8f30
Feature/improve annualized performance ( #651 )
...
* Improve annualized performance calculation
* Update changelog
3 years ago
ca64492e77
Bugfix/fix styling in activities table footer ( #648 )
...
* Fix styling
* Update changelog
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
b2b3fde80e
Bugfix/support multiple accounts with the same name ( #623 )
...
* Support multiple accounts with the same name
* 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
cebf879d67
Feature/refactor demo user ( #604 )
...
* Refactor demo user id
* 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
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
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
e518bc3779
Feature/clean up all time high and low from performance endpoint ( #551 )
...
* Remove isAllTimeHigh / isAllTimeLow
* Update changelog
3 years ago
7d3f1832b4
Feature/upgrade nx and storybook dependencies ( #531 )
...
* Upgrade dependencies
* nx
* storybook
* Update changelog
3 years ago
78e0fdb0ca
Add coupon system ( #529 )
...
* Add coupon system
* Update changelog
3 years ago
d09cad4e05
Feature/read only mode ( #520 )
...
* Setup read only mode and update permissions dynamically
* Update changelog
3 years ago
4d9a223491
Feature/add system message ( #519 )
...
* Add system message
* Update changelog
3 years ago
1beb4de62f
Feature/support additional currencies ( #517 )
...
* Support additional currencies
* Update changelog
3 years ago
3e82de6b21
Feature/add historical data chart of fear and greed index ( #515 )
...
* Add historical data chart of market mood
* Update changelog
3 years ago
49f46e1a1e
Bugfix/improve allocations by currency with cash balances ( #508 )
...
* Improve allocations by currency in combination with cash balances
* Update changelog
3 years ago
4908e6d35d
Bugfix/fix data gathering of fear and greed index ( #505 )
...
* Fix data gathering of fear and greed index
* Update changelog
3 years ago
1f042ee791
Feature/eliminate redundant storage of historical exchange rates ( #500 )
...
* Eliminate redundant storage of historical exchange rates
* Clean up experimental API
* Update changelog
3 years ago
6c07759eb7
Feature/add market data tab to admin control panel ( #497 )
...
* Add market data tab
* Update changelog
3 years ago
72067459d6
Feature/add value to position detail dialog ( #492 )
...
* Add value to position detail dialog
* Update changelog
3 years ago
705441ecf8
Bugfix/fix line chart labels ( #491 )
...
* Fix line chart labels
* Fix click event for drafts
* Update changelog
3 years ago
fbd1475402
Feature/upgrade core dependencies ( #490 )
...
* Upgrade core dependencies
* angular
* nestjs
* Nx
* rxjs
* storybook
* Temporarily fix imports for storybook
* Update changelog
3 years ago
4dc4f13f40
fix storybook after currency changed to string ( #488 )
3 years ago
1c2ca5b96b
Feature/accentuate all time high and low ( #428 )
...
* Accentuate all time high and all time low
* Update changelog
Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
3 years ago
3032126508
Feature/add footer row to accounts table ( #471 )
...
* Add footer row to accounts table with total balance and value
* Update changelog
3 years ago
d2fabe7ce4
Feature/add value column to accounts table ( #468 )
...
* Add value column
* Update changelog
3 years ago
a42700b9fe
Feature/introduce data gathering progress ( #467 )
...
* Add data gathering progress
* Update changelog
3 years ago
b9522307c4
Feature/various client improvements ( #460 )
...
* Various improvements
* info messages
* skeleton loader of portfolio holdings
* Update changelog
3 years ago
edb66bb166
Feature/extend statistics ( #449 )
...
* Extend statistics
* Update changelog
3 years ago
54bbc8446b
Feature/prettify scraper symbol in chart ( #448 )
...
* Prettify scraper symbol in chart
* Update changelog
3 years ago
1397cd62a8
Feature/extend public page ( #445 )
...
* Extend public page
* Update changelog
3 years ago
a864c617b9
Feature/improve landing page ( #442 )
...
* Add intro screen
* Update changelog
3 years ago
2de0e75cb8
Feature/add user interface for granting and revoking public access ( #439 )
...
* Add user interface for granting and revoking public access
* Update changelog
3 years ago
19e2d54791
Refactor custom cryptocurrencies ( #433 )
3 years ago
e24e5e1c44
Add custom crypto currencies ( #432 )
...
* Add custom cryptocurrencies
3 years ago
6dea9093ba
Feature/add public portfolio ( #426 )
...
* Setup public portfolio page
* Update changelog
3 years ago
6d2e3b6e40
Feature/improve skeleton loader size ( #425 )
...
* Improve skeleton loader size
* Update changelog
3 years ago
b57301ef50
Feature/extend import validation message ( #421 )
...
* Extend import validation message
* Update changelog
3 years ago
2e5176bacf
Feature/extend import by csv files ( #419 )
...
* Support import of csv files
* Update changelog
3 years ago
b9f0a57522
Bugfix/unregister chartjs plugin datalabels ( #414 )
...
* Unregister chartjs-plugin-datalabels
* Update changelog
3 years ago
de94494aa0
Bugfix/fix symbol conversion for yahoo finance ( #405 )
...
* Fix symbol conversion for Yahoo Finance
* Update changelog
3 years ago
3ec4a73b35
Feature/improve tooltips ( #403 )
...
* Improve tooltips
* Update changelog
3 years ago
dcee651098
Feature/support unlimited currencies ( #387 )
...
* Support unlimited currencies
* Update changelog
3 years ago
9ae9904389
Feature/add story for line chart component ( #385 )
...
* Add story for line chart component
* Update changelog
3 years ago
af022ae316
Feature/add story for portfolio proportion chart component ( #384 )
...
* Add story
* Use new component
* Update changelog
3 years ago
861dff9210
Feature/upgrade storybook dependencies ( #381 )
...
* Upgrade storybook dependencies
3 years ago
0f72673ef4
Feature/respect data source in symbol data endpoint ( #370 )
...
* Respect data source in symbol data endpoint
* Respect data source in the data provider service
* Combine symbol with data source in get() of data provider service
* Improve search functionality for multiple data sources
* Update changelog
3 years ago
18e06bb6e6
Feature/hide sign if performance is zero ( #376 )
...
* Hide sign if performance is zero
* Update changelog
3 years ago
d2aeeb3e88
optimize annual performance calculation ( #367 )
...
* Optimize annual performance calculation
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
39f315aba0
Feature/add annualized performance ( #364 )
...
* Add annualized performance
* Update changelog
3 years ago
3c46bde8d5
Bugfix/fix fear and greed index ( #359 )
...
* Fix fear and greed index
* Refactor fear and greed index symbol
* GF.FEAR_AND_GREED_INDEX -> _GF_FEAR_AND_GREED_INDEX
* Update changelog
3 years ago
63ee33b685
Use 'import type' to import types, eliminate webpack warnings ( #358 )
3 years ago
9cbf789c22
Bugfix/fix values in position detail dialog ( #351 )
...
* Nullify netPerformance
* Introduce precision
* Update changelog
3 years ago
48ab862bb6
net performance for current positions ( #330 )
...
* implement fees for transaction points #324
* add net performance to current positions #324
* add net performance to calculate timeline #324
* make timeline fee accumulated by default #324
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
ba234a470e
Feature/add storybook story for trend indicator component ( #346 )
...
* Add storybook story for trend indicator component
* Update changelog
3 years ago
ccae660104
Feature/add storybook story for no transactions info component ( #345 )
...
* Add storybook story for no transactions info component
* Update changelog
3 years ago
21ed91d184
Feature/add storybook story for logo component ( #344 )
...
* Add storybook story for logo component
* Update changelog
3 years ago
5fd413e57e
Feature/setup storybook ( #332 )
...
* Setup ui library with storybook
* Add value component with story
* Update changelog
3 years ago
4c194c938a
Feature/add contributors count to statistics ( #342 )
...
* Add contributors count to statistics
* Update changelog
3 years ago
d046f1d498
Feature/upgrade nx to version 12.8.0 ( #331 )
...
* Upgrade angular and Nx
* Update changelog
3 years ago
73a967a7e5
Feature/add cash as asset sub class ( #319 )
...
* Add cash as asset sub class
* Update changelog
3 years ago
72c065a59d
Feature/introduce asset sub class ( #312 )
...
* Introduce asset sub class
* Update changelog
3 years ago
aad8f77093
Feature/improve allocations by account ( #308 )
...
* Improve allocations by account
* Eliminate accounts from PortfolioPosition
* Ignore cash assets in the allocation chart by sector, continent and country
* Add missing accounts to portfolio details
* Update changelog
3 years ago
c71a4c078e
Bugfix/convert g bp to gbp in yahoo finance service ( #301 )
...
* Fix currency inconsistency in the yahoo finance service (GBp to GBP)
* Update changelog
3 years ago
05b0efef82
Feature/add restricted view ( #295 )
...
* Add restricted view
* Update changelog
3 years ago
0ee2258af8
Feature/improve impersonation mode ( #293 )
...
* Improve the impersonation mode
* Update changelog
3 years ago
77936e3bf3
Feature/improve users table ( #291 )
...
* Improve users table
* Engagement / Day
* Registration
* Update changelog
3 years ago
b898c0678d
Feature/refactor exchange rate service ( #289 )
...
* Refactor exchange rate service
* Update changelog
3 years ago
98f44323da
Feature/improve usability of tabs on home page ( #283 )
...
* Improve usability: lazy load endpoints on tab change
* Feature/improve portfolio summary (#285 )
* Update changelog
3 years ago
80d043729d
Feature/replace type with asset class ( #274 )
...
* Improved the asset classification
* Add assetClass to symbolProfile
* Remove type from position
* Update changelog
3 years ago
4bd41ffa41
Feature/eliminate name from timeline position ( #245 )
...
* Eliminate name from timeline position: Get the name from the symbolProfileService instead
* Update changelog
3 years ago
de83dc7b84
create investment endpoint for analysis timeline
...
Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
852902d1ab
add current position calculation with holding period return calculation
3 years ago
e0435e5cad
Add name to position
3 years ago
1226c26a9d
Refactor positions
3 years ago
1e368d6e2d
Extend type
3 years ago
b4dc21dd61
Implement new positions endpoint
3 years ago
1c65599a16
Feature/add blog ( #218 )
...
* Setup blog
* Add german blog post
* Add english blog post
* Update changelog
3 years ago
51fbc538ca
Feature/set public stripe key dynamically ( #216 )
...
* Set public Stripe key dynamically
* Update changelog
3 years ago
c7b7efae3b
Feature/import transactions ( #212 )
...
* Implement import transactions functionality
* Update changelog
3 years ago
be5b58f49a
Bugfix/fix warn color ( #211 )
...
* Fix warn color
* Update changelog
3 years ago
ecfe694f0b
Feature/export transactions ( #209 )
...
* Export functionality for transactions
* Update changelog
3 years ago
f22991b090
Feature/respect cash balance in analysis ( #203 )
...
* Respect cash balance in in analysis
* Update changelog
3 years ago
2c19d8c8e7
Feature/add balance to account ( #193 )
...
* Add balance attribute and calculate total balance
* Update changelog
3 years ago
fbe590ddb9
Feature/upgrade angular material css vars to 2.0.0 ( #200 )
...
* Upgrade angular-material-css-vars
* Update changelog
3 years ago
09bbda3502
Change from subscription to one time payment ( #181 )
3 years ago
ad00cd9d81
Feature/setup subscription with stripe ( #178 )
...
* Set up stripe for subscriptions
* Update permissions and add discount
* Update changelog
3 years ago
66c955ad6c
Feature/ghostfolio in numbers ( #175 )
...
* Add Ghostfolio in numbers section
* Update changelog
3 years ago
0264b592b9
Feature/improve investments by sector ( #172 )
...
* Improve investments analysis by sector
* Update changelog
3 years ago
a35701fe24
Feature/upgrade to angular 12 ( #169 )
...
* Upgrade to Angular 12
* Update changelog
3 years ago
e87c942cb8
Add webauthn ( #82 )
...
* Add webauthn
* Complete WebAuthn device sign up and login
* Move device registration to account page
* Replace the token login with a WebAuthn prompt if the current device has been registered
* Mark the current device in the list of registered auth devices
* Fix after rebase
* Fix tests
* Disable "Add current device" button if current device is registered
* Add option to "Stay signed in"
* Remove device list feature, sign in with deviceId instead
* Improve usability
* Update changelog
Co-authored-by: Matthias Frey <mfrey43@gmail.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
6a03120225
Feature/add symbol profile model ( #148 )
...
* Add symbol profile model and positions by country chart
* Add positions by continent chart
* Fix tests
* Extend seed
* Update changelog
3 years ago
7788465272
Release 1.10.1 ( #139 )
3 years ago
e7fbcd4fa0
Feature/extend pricing page ( #130 )
...
* Extend pricing page
* Feature/align pricing page with subscription model (#135 )
* Align pricing page with subscription model
* Update changelog
3 years ago
11b2379d98
Feature/respect data source in data gathering ( #107 )
...
* Respect data source in data gathering
* Update changelog
* optimize fetching from multiple data sources (#123 )
* optimize fetching from multiple data sources
* improve performance by executing data gathering promises in parallel
* removed unused imports
* rename hasHistoricalData to canHandle
* Sort imports
* Clean up
Co-authored-by: Valentin Zickner <3200232+vzickner@users.noreply.github.com>
3 years ago
78a4946e8b
Feature/zen mode ( #110 )
...
* Start with implementation
* Refactor AuthGuard, persist displayMode in user settings
* Refactor DisplayMode to ViewMode
* Update changelog
3 years ago
abd0e08566
Introduce @ghostfolio/common lib ( #102 )
3 years ago
c973ffd3ba
Feature/reorganize helper lib ( #100 )
...
Reorganize helper lib (Move interfaces and types)
* InfoItem
* PortfolioItem
* PortfolioOverview
* PortfolioPerformance
* Position
* PortfolioPosition
* PortfolioReport
* PortfolioReportRule
* User
* UserSettings
* DateRange
* AdminData
* AccessWithGranteeUser
* OrderWithAccount
* Granularity
* UserWithSettings
* RequestWithUser
3 years ago
b0a24e4fc0
Desaturate background color ( #92 )
3 years ago
163f4a3d3f
Feature/allow to delete users ( #64 )
...
* Allow to delete users
* Update changelog
3 years ago
90a2fea7d6
Feature/create and update accounts ( #60 )
...
* Allow to create and update accounts
* Activate account selector in transaction dialog
* Refactor analytics and report from platforms to accounts
3 years ago
c70eb7793e
Feature/migration to accounts ( #58 )
...
* Migrate transaction table
* Add accounts page
* Add account page logic
3 years ago
39cfb4603b
Extend support for feature flags ( #39 )
3 years ago
6c7adb6193
Prettify generic scraper symbols ( #34 )
3 years ago
069006145a
Improve scraper ( #28 )
3 years ago
a2687eacbc
Feature/implement scraper ( #25 )
...
* Clean up imports
* Implement scraper
* Sort imports
3 years ago
5d1f1b452a
Simplify initial project setup ( #12 )
...
* Simplify initial project setup
* Added a validation for environment variables
* Added support for feature flags to simplify the initial project setup
* Add configuration service to test
* Optimize data gathering and exchange rate calculation (#14 )
* Clean up changelog
3 years ago
c616312233
Initial commit
3 years ago
Thomas Kaul
Valentin Zickner
Davin
Matthias Frey
Valentin Zickner
Valentin Zickner