7f3f75386d
Release 1.69.0 ( #454 )
3 years ago
678544748a
Add symbol mapping ( #452 )
...
* Add symbol mapping
* Update changelog
3 years ago
87301ddbd5
Feature/improve registration page ( #451 )
...
* Improve registration page
* Update changelog
3 years ago
7d03c373ac
Release 1.68.0 ( #450 )
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
9933967e42
Release 1.67.0 ( #447 )
3 years ago
5618513d07
Update changelog ( #446 )
3 years ago
1397cd62a8
Feature/extend public page ( #445 )
...
* Extend public page
* Update changelog
3 years ago
e7fb31d1a6
add Dockerfile with all in one docker image ( #431 )
...
* Add Dockerfile with all in one docker image
* Change to alpine image and reduce node_modules size
* Improve documentation and fix changelog and license
* Update changelog
Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
51e7b94ad0
Release 1.66.0 ( #443 )
3 years ago
9133ea38f3
Feature/order accesses ( #441 )
...
* Order accesses
* Update changelog
3 years ago
a864c617b9
Feature/improve landing page ( #442 )
...
* Add intro screen
* Update changelog
3 years ago
442df9d6f8
Release 1.65.0 ( #440 )
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
1296f95602
Feature/move data enhancer from data provider to data gathering ( #437 )
...
* Move data enhancers from data provider to data enhancer module
* Update changelog
3 years ago
2d89d12d31
Release 1.64.0 ( #434 )
3 years ago
19e2d54791
Refactor custom cryptocurrencies ( #433 )
3 years ago
099ad18aaf
refactor data-provider.service.ts to have dynamic list of services ( #429 )
...
* Refactor data-provider.service.ts to have dynamic list of services
* Update changelog
Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
e3cd99f5d2
Release 1.63.0 ( #427 )
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
ea0e92220c
Release 1.62.0 ( #422 )
3 years ago
b57301ef50
Feature/extend import validation message ( #421 )
...
* Extend import validation message
* Update changelog
3 years ago
67dbc6b014
Release 1.61.0 ( #420 )
3 years ago
2e5176bacf
Feature/extend import by csv files ( #419 )
...
* Support import of csv files
* Update changelog
3 years ago
060846023f
Release 1.60.0 ( #418 )
3 years ago
f06a0fbbee
Feature/validate duplicate orders for import ( #416 )
...
* Validate duplicate orders
* Update changelog
3 years ago
4ab6a1a071
Feature/harmonize page layouts ( #417 )
...
* Harmonize page layouts
* Update changelog
3 years ago
93dcbeb6c7
Feature/add validation for import ( #415 )
...
* Valid data types
* Maximum number of orders
* Data provider service returns data for the dataSource / symbol pair
3 years ago
b9f0a57522
Bugfix/unregister chartjs plugin datalabels ( #414 )
...
* Unregister chartjs-plugin-datalabels
* Update changelog
3 years ago
174c1d1a62
Release 1.59.0 ( #413 )
3 years ago
f308ae7a13
add sectors and countries for ETFs ( #410 )
...
* Update changelog
Co-Authored-By: Valentin Zickner <valentin@coderworks.de>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
3 years ago
15a61b7a20
Feature/improve values of global heat map ( #408 )
...
* Convert value
* Update changelog
3 years ago
d1eedf9726
Bugfix/various fixes ( #407 )
...
* Fix links
* Update column
* Fix impersonation mode
* Update changelog
3 years ago
30a592b524
Release 1.58.1 ( #406 )
3 years ago
de94494aa0
Bugfix/fix symbol conversion for yahoo finance ( #405 )
...
* Fix symbol conversion for Yahoo Finance
* Update changelog
3 years ago
d3c6788ad5
Release 1.58.0 ( #404 )
3 years ago
3ec4a73b35
Feature/improve tooltips ( #403 )
...
* Improve tooltips
* Update changelog
3 years ago
1050bfa098
Feature/improve yahoo finance symbol conversion ( #402 )
...
* Improve symbol conversion
* Update changelog
3 years ago
595ec1d7b4
Feature/upgrade envalid to version 7.2.1 ( #401 )
...
* Upgrade envalid
* Update changelog
3 years ago
c8389599b6
Release 1.57.0 ( #400 )
3 years ago
fe2bd6eea8
Feature/protect endpoints ( #396 )
...
* Protect endpoints
* Update changelog
3 years ago
035052be99
Feature/improve exchange rates table ( #394 )
...
* Improve exchange rates table
* Update changelog
3 years ago
bcdd2780b3
Release 1.56.0 ( #393 )
3 years ago
39d9828f9f
Feature/respect account currency in exchange rate data service ( #391 )
...
* Respect the accounts' currencies
* Update changelog
3 years ago
6333aa972d
Bugfix/fix data gathering after seed ( #390 )
...
* Fix data gathering after seed
* Update changelog
3 years ago
dcee651098
Feature/support unlimited currencies ( #387 )
...
* Support unlimited currencies
* Update changelog
3 years ago
508a48f4c3
Feature/hide actions in presenter view ( #380 )
...
* Hide actions if restricted view is active
* Update changelog
3 years ago
8466e3d73f
Feature/always show adapted portfolio page ( #388 )
...
* Always show adapted portfolio page
* 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
5cd6edaf3a
Release 1.55.0 ( #383 )
3 years ago
98be8745d9
Bugfix/fix create or edit transaction dialog ( #382 )
...
* Fix create or edit transaction dialog
* Update changelog
3 years ago
861dff9210
Feature/upgrade storybook dependencies ( #381 )
...
* Upgrade storybook dependencies
3 years ago
f2364eed10
Feature/remove default value of data source ( #379 )
...
* Remove default value of dataSource
* Update changelog
3 years ago
d5392de7c9
Release 1.54.0 ( #378 )
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
641fe4e8f4
Bugfix/net performance in positions endpoint ( #377 )
...
* Nullify net performance
* 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
5b588c2000
Bugfix/hide the current net performance ( #373 )
...
* Hide the current net performance
* Update changelog
3 years ago
162d19fa44
Release 1.53.0 ( #369 )
3 years ago
4a815d2031
Feature/change data gathering selection ( #368 )
...
* Change data gathering selection from distinct orders to symbol profiles
* 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
ba926ffcf2
Release 1.52.0 ( #366 )
3 years ago
5ea455b98b
Feature/upgrade simplewebauthn dependencies to version 4.1.0 ( #365 )
...
* Upgrade @simplewebauthn dependencies to version 4.1.0
* @simplewebauthn/browser
* @simplewebauthn/server
* Update changelog
3 years ago
39f315aba0
Feature/add annualized performance ( #364 )
...
* Add annualized performance
* Update changelog
3 years ago
df2dfc20a1
Feature/add slack channel ( #363 )
...
* Add Slack channel
* Update changelog
3 years ago
5d4156ecec
Feature/refactor position detail dialog ( #355 )
...
* Add name to portfolio position endpoint
* Update changelog
3 years ago
4693a8baa2
Release 1.50.0 ( #361 )
3 years ago
773444b1e2
Bugfix/fix home button overlap on ios ( #360 )
...
* Fix overlap
* 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
caa9fc3efa
Release 1.49.0 ( #354 )
3 years ago
9ed82ac82b
Feature/improve labels of allocation chart by symbol ( #353 )
...
* Improve labels
* Update changelog
3 years ago
b0b0942162
Release 1.48.0 ( #352 )
...
* Nullify netPerformance
* Introduce precision
* Update changelog
3 years ago
9cbf789c22
Bugfix/fix values in position detail dialog ( #351 )
...
* Nullify netPerformance
* Introduce precision
* Update changelog
3 years ago
ee5ab05d8a
Release 1.47.1 ( #350 )
3 years ago
20731c67cb
Release 1.47.0 ( #349 )
3 years ago
bf8856ad19
Bugfix/fix search for cryptocurrencies ( #348 )
...
* Fix the search for cryptocurrency symbols
* Update changelog
3 years ago
a31d79821d
Release 1.46.0 ( #347 )
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
a4d049e53d
Release 1.45.0 ( #340 )
3 years ago
d046f1d498
Feature/upgrade nx to version 12.8.0 ( #331 )
...
* Upgrade angular and Nx
* Update changelog
3 years ago
ad96d6e53e
Feature/upgrade prisma from version 2.24.1 to 2.30.2 ( #325 )
...
* Upgrade prisma
* Update changelog
3 years ago
747e5b63fa
Feature/restructure allocations page including allocations by symbol ( #333 )
...
* Restructure allocations page
* Update changelog
3 years ago
b1187cf880
Add a new symbol allocation chart ( #326 )
...
* Add a new symbol allocation chart
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
ba9e6eab58
Feature/add link to transactions below holdings ( #329 )
...
* Add link: Manage transactions
* Update changelog
3 years ago
01feead017
Show decimal `transactionCount` and singular for 1 transaction ( #327 )
...
* Show decimal `transactionCount` and singular for 1 transaction
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
6a0cfb8f77
Release 1.44.0 ( #323 )
3 years ago
6386786ac0
Bugfix/improve symbol lookup ( #322 )
...
* Improve symbol lookup
* 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
836ff6ec13
Feature/upgrade svgmap to version 2.6.0 ( #318 )
...
* Upgrade svgmap
* Update changelog
3 years ago
c5bb3023d3
Bugfix/filter out positions without quantity ( #317 )
...
* Filter out positions without any quantity
* Update changelog
3 years ago
695c378b48
Release 1.43.0 ( #316 )
3 years ago
fe975945d1
Feature/add fallback for loading currencies ( #315 )
...
* Add fallback for loading currencies
* Update changelog
3 years ago
d8782b0d4c
Feature/automate countries for stocks in symbol profile data ( #314 )
...
* Automate countries for stocks in symbol profile data
* Update changelog
3 years ago
e14f08a8fb
Release 1.42.0 ( #313 )
3 years ago
72c065a59d
Feature/introduce asset sub class ( #312 )
...
* Introduce asset sub class
* Update changelog
3 years ago
98dac4052a
Feature/add subscription type to the admin user table ( #311 )
...
* Add the subscription type to the user table in the admin control panel
* Update changelog
3 years ago
addd5c36d9
Release 1.41.0 ( #309 )
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
a904208d06
Feature/improve table styling ( #307 )
...
* Improve table styling
* Update changelog
3 years ago
b43b515df1
Feature/add link to system status page ( #305 )
...
* Add link to system status page
* Update changelog
3 years ago
70e14b4d3c
Feature/improve restricted view mode ( #304 )
...
* Improve wording and padding
* Update changelog
3 years ago
0f7d1b7d59
Release 1.40.0 ( #303 )
3 years ago
c2ab6a6c44
Feature/improve portfolio details endpoint ( #302 )
...
* Make details endpoint fault tolerant (do not throw error)
* 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
e17b217032
Bugfix/fix issue on buy date in position detail dialog ( #297 )
...
* Fix issue on buy date
* Update changelog
3 years ago
408e08d43c
Bugfix/fix node engine version mismatch ( #299 )
...
* Fix node engine version mismatch
* Update changelog
3 years ago
2fa324702f
Release 1.39.0 ( #296 )
3 years ago
05b0efef82
Feature/add restricted view ( #295 )
...
* Add restricted view
* Update changelog
3 years ago
7c91727eb1
Feature/restructure allocations page ( #294 )
...
* Restructure allocations page
* Update changelog
3 years ago
0ee2258af8
Feature/improve impersonation mode ( #293 )
...
* Improve the impersonation mode
* Update changelog
3 years ago
26694adb8e
Release 1.38.0 ( #292 )
3 years ago
77936e3bf3
Feature/improve users table ( #291 )
...
* Improve users table
* Engagement / Day
* Registration
* Update changelog
3 years ago
13090bf6b5
Feature/add overview menu item on mobile ( #290 )
...
* Add overview menu item
* Update changelog
3 years ago
b898c0678d
Feature/refactor exchange rate service ( #289 )
...
* Refactor exchange rate service
* Update changelog
3 years ago
3330ae70b6
Release 1.37.0 ( #288 )
3 years ago
96a615dc5d
Bugfix/only allow supported currencies in symbol search ( #287 )
...
* Only allow supported currencies in symbol search
* 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
8adacd9760
Feature/upgrade angular material css vars to version 2.1.2 ( #282 )
...
* Upgrade angular-material-css-vars from version 2.1.0 to 2.1.2
* Update changelog
3 years ago
908aba170d
Fix position chart for missing historical data ( #284 )
...
* Fix position chart for missing historical data
* Update changelog
3 years ago
d599797a65
Release 1.36.0 ( #281 )
3 years ago
8ac1272a9d
Feature/eliminate name from scraper config ( #277 )
...
* Eliminate name from scraper config
* Update changelog
3 years ago
0a85a56c67
Respect cash balance in allocations, do not hide cryptocurrency holdings ( #280 )
...
* Respect cash balance in allocations, do not hide cryptocurrency holdings
* Update changelog
3 years ago
4ad5590838
Feature/improve data gathering ( #276 )
...
* Improve data gathering
* Refactoring
* On server restart, only reset if hanging in LOCKED_DATA_GATHERING state
* Update changelog
3 years ago
5b8af68e71
Release 1.35.0 ( #279 )
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
37358fb480
Bugfix/add fallback if exchange service is not initialized ( #264 )
...
* Add fallback and log error
* Update changelog
3 years ago
e88b889fdd
Feature/optimize accounts table for mobile ( #271 )
...
* Optimize accounts table
* Update changelog
3 years ago
f6cdc4ff47
Feature/disable pagination of tabs ( #272 )
...
* Disable pagination
* Update changelog
3 years ago
818c40fc61
Feature/upgrade chart.js to version 3.5.0 ( #268 )
...
* Upgrade chart.js
* Update changelog
3 years ago
bb76ace95d
Feature/improve support for draft transactions ( #265 )
...
* Improve support for draft transactions
* Update changelog
3 years ago
2bd9309827
Release 1.34.0 ( #263 )
3 years ago
f743c03e17
Feature/restructure page hierarchy ( #259 )
...
* Introduce portfolio group, remove tools
* Extract allocations to separate page
* Update changelog
3 years ago
218efbb5bd
fix position diagram for sold items ( #261 )
...
* fix position diagram for sold items
* Add missing data to position from the past
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
ba3b4564cd
Bugfix/dashboard currencies ( #260 )
...
* filter list of orders only for relevant orders
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
3723a5c725
Release 1.33.0 ( #257 )
3 years ago
7f047362cc
Bugfix/fix division by zero in calculate overall gross performance ( #253 )
...
* Fix error with division by zero
* Update changelog
3 years ago
66900ffa24
Release 1.32.0 ( #254 )
3 years ago
94d2310217
Bugfix/fix spike of positions with differing currency of user ( #248 )
...
* Convert market price back to currency of position
* Update changelog
3 years ago
b7d950f3f9
Bugfix/fix missing market state in positions ( #250 )
...
* Fix missing market state in positions
* Update changelog
3 years ago
b7943889da
Feature/add screenshot ( #251 )
...
* Add screenshot
* Update changelog
3 years ago
84aa542560
Extend changelog ( #247 )
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
Thomas Kaul
Valentin Zickner
Ivo Valchev