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
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
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
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
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
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
6dea9093ba
Feature/add public portfolio ( #426 )
...
* Setup public portfolio page
* Update changelog
3 years ago
1d9a31dbb8
Improve styling ( #423 )
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
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
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
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
1050bfa098
Feature/improve yahoo finance symbol conversion ( #402 )
...
* Improve symbol conversion
* Update changelog
3 years ago
8769fe4c90
Improve styling ( #399 )
3 years ago
4219e1121e
Improve style ( #398 )
3 years ago
f558eb8de8
Fix template ( #397 )
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
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
98be8745d9
Bugfix/fix create or edit transaction dialog ( #382 )
...
* Fix create or edit transaction dialog
* Update changelog
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
5b588c2000
Bugfix/hide the current net performance ( #373 )
...
* Hide the current net performance
* Update changelog
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
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
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
63ee33b685
Use 'import type' to import types, eliminate webpack warnings ( #358 )
3 years ago
9ed82ac82b
Feature/improve labels of allocation chart by symbol ( #353 )
...
* Improve labels
* Update changelog
3 years ago
9c9ca4ab1e
Add labels to allocation piecharts ( #337 )
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
bf8856ad19
Bugfix/fix search for cryptocurrencies ( #348 )
...
* Fix the search for cryptocurrency symbols
* 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
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
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
c5bb3023d3
Bugfix/filter out positions without quantity ( #317 )
...
* Filter out positions without any quantity
* Update changelog
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
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
2083d28d02
Feature/minor improvements in the page components ( #310 )
...
* Move permissions to constructor
* Sort imports
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
2733b78044
Minor improvement ( #306 )
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
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
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
308b218487
introduce basic module structure for data provider ( #278 )
...
* introduce basic module structure for data provider
* introduce DataGatheringModule
* introduce ExchangeRateDataModule
* introduce ImpersonationModule
* move RulesService
* cleanup portfolio module
* Sort imports
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
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
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
908aba170d
Fix position chart for missing historical data ( #284 )
...
* Fix position chart for missing historical data
* Update changelog
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
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
178166d86b
Extend investment chart by three months ( #273 )
3 years ago
37358fb480
Bugfix/add fallback if exchange service is not initialized ( #264 )
...
* Add fallback and log error
* Update changelog
3 years ago
616d601cf6
Improve wording ( #275 )
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
3589e72aea
Harmonize prisma service ( #266 )
3 years ago
e68aa1fa68
Clean up imports ( #267 )
3 years ago
bb76ace95d
Feature/improve support for draft transactions ( #265 )
...
* Improve support for draft transactions
* Update changelog
3 years ago
f743c03e17
Feature/restructure page hierarchy ( #259 )
...
* Introduce portfolio group, remove tools
* Extract allocations to separate page
* Update changelog
3 years ago
dfcf826b4f
implement support for buy-sell(-buy) scenario ( #262 )
...
Co-authored-by: Valentin Zickner <github@zickner.ch>
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
bf256ae50c
fix position currency conversion ( #256 )
...
Co-authored-by: Valentin Zickner <github@zickner.ch>
3 years ago
c4b6273886
Clean up viewport scroller ( #255 )
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
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
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
423ceec317
Feature/remove symbol icon from dialog header ( #244 )
...
* Remove symbol icon from dialog header
* Clean up code
3 years ago
5b4a1785ae
fix investment values for portfolio.service.ts ( #243 )
...
* fix investment values for portfolio.service.ts
* Update changelog
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
823501f43e
Sort imports ( #242 )
3 years ago
331ac7ded2
remove unused method in portfolio.service.ts ( #240 )
...
Co-authored-by: Valentin Zickner <github@zickner.ch>
3 years ago
982ba7377a
remove legacy portfolio.ts
3 years ago
4bbd17a37a
fix tests
3 years ago
6a7def6c48
Clean up
3 years ago
ea219f0b88
Add guard
3 years ago
23b2e03923
refactor rule evaluation
3 years ago
04e6518226
move report generation to PortfolioService
3 years ago
72dbe00091
change rule service interface
3 years ago
9834c52739
refactor rule settings
3 years ago
c47578bd3e
Clean up
3 years ago
9e4a49d811
Remove fallback
3 years ago
a3a98c68a5
Fix missing currency conversion
3 years ago
21570cca19
Fix impersonation in performance endpoint
3 years ago
71a3115fc6
refactor get position endpoint
...
Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
de83dc7b84
create investment endpoint for analysis timeline
...
Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
4a0695613e
refactor PortfolioService#getOverview
...
Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
328d814922
remove getPerformance from portfolio.ts
...
Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
d23addb673
change getDetails to portfolio-calculator.ts
...
Co-authored-by: Thomas <dotsilver@gmail.com>
3 years ago
fb15cebb64
Add test ( #237 )
...
* Add test
* fix calculation for overall gross performance percentage
Co-authored-by: Valentin Zickner <github@zickner.ch>
3 years ago
9c51a257ae
fix performance of combination of investments
3 years ago
f9b9dc32cb
Always show positions title
3 years ago
e7194ef3ce
Use new positions service
3 years ago
ec5523b459
Handle empty portfolio
3 years ago
c8c21a016a
Handle empty portfolio
3 years ago
9821b7f8f0
Add TWR test scenario 1 ( #236 )
...
* Add TWR test scenario 1
* fix second transaction item
* change time-weighted rate algorithm
Co-authored-by: Valentin Zickner <valentin.zickner@flowable.com>
3 years ago
ed731afc66
fix market price fetch in case symbols are missing
3 years ago
ff15d5cbc4
Rename performance labels
3 years ago
3c4949de35
Hide net performance
3 years ago
bd0e53525b
Refactoring
3 years ago
cbdb68e2f8
Refactoring
3 years ago
8571709014
Refactoring
3 years ago
e7ef1d426e
Refactoring
3 years ago
39cba0a8eb
Refactoring
3 years ago
a90c314e30
Refactoring
3 years ago
47d71405e1
Refactoring
3 years ago
5e9cecc6c1
Refactoring
3 years ago
fb9e66318f
Improve test
3 years ago
b8194eb64f
Clean up code
3 years ago
cbb81916ee
Sort imports
3 years ago
9b1e9397a8
add errors in case gross performance is not set
3 years ago
b779964adb
add error handling to performance aggregation
3 years ago
409afac2a9
fix rate conversion for todays symbols
3 years ago
e0a4e16ea1
Improve error handling
3 years ago
dc84abdc0a
change performance report to portfolio calculator
3 years ago
b031b028f1
add today to getValues
3 years ago
3b7e0a0106
remove unnecessary if condition
3 years ago
ea66081073
move interfaces to separate files
3 years ago
602a770a09
fix typo
3 years ago
e522722aa6
Update comment
3 years ago
03ca5d7663
add further tests for portfolio-calculator with one transaction
3 years ago
136563c949
fix single buy test
3 years ago
948c45c602
Update test
3 years ago
e0be792e46
Re-enable all tests
3 years ago
c3d010135f
Add test for single buy
3 years ago
d6a16a6093
Improve error handling
3 years ago
34c13c80ec
add error handling for current positions
3 years ago
f65a108436
change hardcoded timestamp in test to timezone specific
3 years ago
993f066e08
remove console.time statements during portfolio calls
3 years ago
852902d1ab
add current position calculation with holding period return calculation
3 years ago
ee89822bfe
Fix tests
3 years ago
e0435e5cad
Add name to position
3 years ago
e2c23703dc
Fix tests
3 years ago
1226c26a9d
Refactor positions
3 years ago
fdc89f7182
optimize performance of positions endpoint
3 years ago
04e03bd080
add multi-date fetch for current values
3 years ago
66e7ad3fd2
prepare for multi-day database fetch
3 years ago
b4dc21dd61
Implement new positions endpoint
3 years ago
8a482e63b9
fix gross performance number type
3 years ago
aabfb39e8f
optimize portfolio calculator to fetch all symbols for one day
3 years ago
cdc8faff7f
add current position gross performance (percentage)
3 years ago
7b696e39de
add sorting and symbol as a result
3 years ago
c88ad2c225
change getValues to multiple symbols
3 years ago
cbe079ae66
ignore missing values
3 years ago
8e4ee7feea
optimize order loading
3 years ago
f1b3c61675
add additional time measurements
3 years ago
24dc312367
Add logs to benchmark
3 years ago
7ac7442f73
Declare functions explicitly as public
3 years ago
099571437e
Extend current rate service with getRange()
3 years ago
7dac059a55
Sort imports
3 years ago
48fbeda72d
Sort imports
3 years ago
19007cdc34
Optimize market data query
3 years ago
5037393866
Support today in current rate service
3 years ago
ddf24163b4
optimize database query execution for portfolio chart
3 years ago
b26521c4bd
add workaround for database date search
3 years ago
cfee6c1ddd
add draft integration of new portfolio calculator to chart
3 years ago
19bcd601d1
add gross performance
3 years ago
836df69e68
add calculation of current investment
3 years ago
dd86adcea1
add investment to timeline calculation
3 years ago
4f7628921d
add timeline time point calculation
3 years ago
88f0cb095d
make it pretty
3 years ago
7538133d09
implement getCurrentPositions of PortfolioCalculator
3 years ago
67606e4026
Extend current rate service test
3 years ago
9de56c32ac
create base structure for portfolio rewrite
...
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
1c65599a16
Feature/add blog ( #218 )
...
* Setup blog
* Add german blog post
* Add english blog post
* Update changelog
3 years ago
61e667213e
Feature/add date range selector to positions tab ( #234 )
...
* Add date range selector
* Update changelog
3 years ago
f0c6517019
Improve tabs layout ( #232 )
3 years ago
80ba112bc0
Feature/change menu icon if menu open ( #231 )
...
* Change menu icon
* Update changelog
3 years ago
40696b425e
Feature/add tabs on the home page ( #230 )
...
* Add tabs
* Update changelog
3 years ago
cdcbe3ab71
Feature/various layout improvements ( #224 )
...
* Various layout improvements
* Update changelog
3 years ago
6996e5a140
Feature/add data gathering for symbol profile data ( #228 )
...
* Implement profile data gathering
* Update changelog
3 years ago
be8d60968d
Feature/improve active menu button style ( #227 )
...
* Improve text decoration style
* Update changelog
3 years ago
d53e5c4da5
Refactor auth guard ( #226 )
3 years ago
9072cbdba1
Feature/add no transactions info on zen page ( #222 )
...
* Add no transactions info to zen page
* Update changelog
3 years ago
120b691336
Bugfix/fix url to fear and greed index ( #221 )
...
* Fix url
* Update changelog
3 years ago
bd4ad76953
Feature/remove pause in onboarding ( #220 )
...
* Improve onboarding
* Remove pause
* Add icon
* Update changelog
3 years ago
94d56f553f
Bugfix/fix chart on landing page ( #219 )
...
* Fix chart on landing page
* Update changelog
3 years ago
51fbc538ca
Feature/set public stripe key dynamically ( #216 )
...
* Set public Stripe key dynamically
* Update changelog
3 years ago
39a76f7f40
Feature/add robots.txt ( #215 )
...
* Add robots.txt
* Update changelog
3 years ago
e4d325daab
Feature/various style improvements ( #214 )
...
* Improve styles
* Update changelog
3 years ago
b765df65d6
Improve wording ( #213 )
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
4 years ago
ecfe694f0b
Feature/export transactions ( #209 )
...
* Export functionality for transactions
* Update changelog
4 years ago
b3b9a051c3
Shorten slogan ( #207 )
4 years ago
bf1146bfd6
Feature/change slogan to wealth management ( #206 )
...
* Harmonize slogans to "Open Source Wealth Management Software"
* Update changelog
4 years ago
0774ca91a1
Improve settings selectors layout ( #205 )
4 years ago
f403807f2d
Bugfix/fix average buy price calculation ( #204 )
...
* Fix average buy price calculation
* Update changelog
4 years ago
f22991b090
Feature/respect cash balance in analysis ( #203 )
...
* Respect cash balance in in analysis
* Update changelog
4 years ago
1135a5b335
Fix rendering of currency and platform in dialogs and clean up observables ( #202 )
4 years ago
2c19d8c8e7
Feature/add balance to account ( #193 )
...
* Add balance attribute and calculate total balance
* Update changelog
4 years ago
db090229ce
Feature/add total value in the create or edit transaction dialog ( #192 )
...
* Display total value
* Update changelog
4 years ago
fbe590ddb9
Feature/upgrade angular material css vars to 2.0.0 ( #200 )
...
* Upgrade angular-material-css-vars
* Update changelog
4 years ago
3986e8f879
Upgrade Nx to version 12.5.4 ( #194 )
4 years ago
290e93bbd7
Release 1.23.1 ( #191 )
4 years ago
92d321a001
Drafts for orders ( #187 )
...
* Render the future with a dashed border
* Update changelog
4 years ago
367f25a975
Feature/set user id in stripe callback ( #184 )
...
* Set user id as description
* Update changelog
4 years ago
09bbda3502
Change from subscription to one time payment ( #181 )
4 years ago
ee9a521813
Bugfix/fix base currency in pricing page ( #180 )
...
* Fix base currency
* Update changelog
4 years ago
169c151547
Feature/improve style of about page ( #177 )
...
* Improve style
* Update changelog
4 years ago
ad00cd9d81
Feature/setup subscription with stripe ( #178 )
...
* Set up stripe for subscriptions
* Update permissions and add discount
* Update changelog
4 years ago
66c955ad6c
Feature/ghostfolio in numbers ( #175 )
...
* Add Ghostfolio in numbers section
* Update changelog
4 years ago
3d7624d997
Feature/improve twa onboarding ( #173 )
...
* Improve TWA onboarding (Redirect to the account registration page)
* Update changelog
4 years ago
0264b592b9
Feature/improve investments by sector ( #172 )
...
* Improve investments analysis by sector
* Update changelog
4 years ago
a35701fe24
Feature/upgrade to angular 12 ( #169 )
...
* Upgrade to Angular 12
* Update changelog
4 years ago
5db90f1787
Feature/improve error page of fingerprint sign in ( #167 )
...
* Improve error page
* Update changelog
4 years ago
81fe538484
Order attribute
4 years ago
51884913be
Feature/disable fingerprint sign in in demo account page ( #163 )
...
* Disable fingerprint toggle for demo user
* Update changelog
4 years ago
6c1119caec
Restrict webauthn to fingerprint only and improve UX ( #161 )
...
* Restrict webauthn to fingerprint only
* Move webauthn login to separate page /webauthn
* Stay signed in with social login
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 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>
4 years ago
f7860a9799
Feature/introduce max items in portfolio proportion chart ( #159 )
...
* Add option to limit items
* Update changelog
4 years ago
c519eb0e99
Bugfix/fix last activity column ( #158 )
...
* Fix last activity (only values in the past)
* Update changelog
4 years ago
8314b98f81
Feature/improve tables ( #157 )
...
* Improve tables
* Update changelog
4 years ago
194cf1ddcc
Feature/clean up analysis page ( #155 )
...
* Clean up analysis page
* Update changelog
4 years ago
9eb25f6c9e
Feature/connect or create logic for symbol profile ( #153 )
...
* Add connectOrCreate logic
* Extend seed
* Update changelog
4 years ago
f74b00446c
Feature/improve world map chart ( #152 )
...
* Improve world map chart
* Update changelog
4 years ago
2eafc042ad
Feature/add world map ( #150 )
...
* Add a global heat map
* Update changelog
4 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
4 years ago
ef272360fb
Feature/render average prices in position detail chart ( #144 )
...
* Render average buy prices
* Update changelog
4 years ago
026a5011d4
Feature/add account registration page ( #141 )
...
* Add account registration page
* Update changelog
4 years ago
aa4206af0e
Feature/various frontend improvements 2 ( #140 )
...
* Change buttons to links
* Update changelog
4 years ago
34303163bc
Various frontend improvements ( #137 )
...
* Various frontend improvements
* Clean up import
4 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
4 years ago
7c22969de1
Feature/move tools to sub path ( #125 )
...
* Move tools to sub path
* Update changelog
4 years ago
146b5201b5
Feature/make x ray rules order consistent ( #134 )
...
* Make order of X-ray rules consistent
* Update changelog
4 years ago
b021fbde59
Feature/refactor to format distance to now strict ( #133 )
...
* Change from formatDistanceToNow to formatDistanceToNowStrict
* Update changelog
4 years ago
aea497154a
Feature/prettify symbols in transaction filtering component ( #131 )
...
* Prettify generic scraper symbols
* Update changelog
4 years ago
dc736d53b4
Fix sorting ( #129 )
...
* Fix sorting
4 years ago
5957b33779
Feature/enable labels on the x axis of the investment chart ( #128 )
...
* Enable x-axis labels
* Update changelog
4 years ago
42a2d404e4
Fix type errors ( #126 )
4 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>
4 years ago
ad961f3039
Bugfix/fix missing header of public pages ( #121 )
...
* Fix missing header of public pages
* Update changelog
4 years ago
c16f743b07
Feature/add tools section ( #120 )
...
* Add tools section
* Update changelog
4 years ago
8e13f6ef9b
Bugfix/fix performance chart ( #119 )
...
* Fix value of performance chart
* Update changelog
4 years ago
95bcdea69b
Refactor cd to changeDetectorRef ( #118 )
4 years ago
0d6fe4a232
Feature/refactor user service as observable store ( #117 )
...
* Implement user service as observable store
* Clean up tokenStorageService usage
* Update changelog
4 years ago
b4762dc463
Bugfix/fix internal navigation with query param ( #114 )
...
* Fix internal navigation with query parameter
* Add guard
* Update changelog
4 years ago
9851cce382
Feature/hide footer on mobile ( #113 )
...
* Hide footer on mobile
* Improve about text
* Update changelog
4 years ago
1a553a296f
Feature/improve user table of admin control panel ( #109 )
...
* Improve user table
* Add index
* Increase limit
* Improve alignment of cell content
* Update changelog
4 years ago
78a4946e8b
Feature/zen mode ( #110 )
...
* Start with implementation
* Refactor AuthGuard, persist displayMode in user settings
* Refactor DisplayMode to ViewMode
* Update changelog
4 years ago
200a7d2d65
Feature/refactor search functionality ( #105 )
...
* Refactor search functionality
* Update changelog
* Improvements after code review
4 years ago
79edc09710
Store utm_source in local storage ( #106 )
4 years ago
77255df4be
Feature/disable base currency selector for demo user ( #104 )
...
* Disable base currency selector based on permission
* Update changelog
4 years ago
277133fa1a
Clean up services ( #103 )
...
* LanguageService
* TokenStorageService
4 years ago
abd0e08566
Introduce @ghostfolio/common lib ( #102 )
4 years ago
561d8dbc70
Feature/rename account link ( #101 )
...
* Rename account link
* Update changelog
4 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
4 years ago
368de7dedc
Extend unit tests ( #99 )
4 years ago
7a8a25c4c0
Feature/filter by year in transaction table ( #97 )
...
* Filter by year
Co-Authored-By: Valentin Zickner <valentin@coderworks.de>
4 years ago
5d36d3a6bb
remove database dependencies for test execution ( #96 )
...
Co-Authored-By: Valentin Zickner <valentin@coderworks.de>
4 years ago
0ef35fd31f
Feature/hide unknown exchange ( #95 )
...
* Hide unknown exchange
* Update changelog
4 years ago
111d8d8e3c
Feature/rename share to allocation in columns of positions table ( #93 )
...
* Rename columns
* Initial Share -> Initial Allocation
* Current Share -> Current Allocation
* Update changelog
4 years ago
b0a24e4fc0
Desaturate background color ( #92 )
4 years ago
694b9b8991
Feature/refactor active menu item state ( #91 )
...
* Refactor active menu item state
* Update changelog
4 years ago
fada347aa5
Fix pricing page link ( #90 )
4 years ago
59911925c2
Feature/update sitemap.xml ( #88 )
...
* Update sitemap
* Update changelog
* Fix permissions in header component
4 years ago
58fd59beb1
Release 1.2.0 ( #87 )
4 years ago
eb09d77251
Feature/move pricing section to page ( #86 )
...
* Add a dedicated pricing page
* Update changelog
4 years ago
42b9178d96
Feature/improve filter search in transactions table ( #85 )
...
* Improve filter search style
* Update changelog
4 years ago
45516311f5
Improve proportion charts ( #83 )
...
* Improve proportion charts
* Clean up code
4 years ago
04cfa7366f
Sort imports ( #84 )
4 years ago
b8c05d1014
Feature/harmonize table styles ( #80 )
...
* Harmonize table styles
* Update changelog
4 years ago
565e920f1b
Add link to retrieve manually the current market price ( #74 )
...
* feat: add link to retrieve manually the current market price from data source
* Add icon
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 years ago
5d24adfa75
Feature/improve transaction filtering ( #76 )
...
* add multi-filter support for transaction filtering with auto completion
* update changelog
* fix table for transaction for accounts without platform
* simplify readme file since docker compose build is not required (#75 )
* simplify readme file since docker compose build is not required
* add anchor navigation in README.md
* Improve UI
* Refactoring
* Refactoring
* Feature/travis (#77 )
* integrate travis
* fix prettier transactions-page.component.ts
* change base branch to main
* fetch all branches in .travis.yml
* Bugfix/keep current menu item active (#78 )
* Keep current menu item active
* Update changelog
* Feature/travis (#77 )
* integrate travis
* fix prettier transactions-page.component.ts
* change base branch to main
* fetch all branches in .travis.yml
* Keep current menu item active
* Update changelog
Co-authored-by: Valentin Zickner <3200232+vzickner@users.noreply.github.com>
* add multi-filter support for transaction filtering with auto completion
* update changelog
* fix table for transaction for accounts without platform
* Improve UI
* Refactoring
* Refactoring
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 years ago
1dc94c0027
Bugfix/keep current menu item active ( #78 )
...
* Keep current menu item active
* Update changelog
* Feature/travis (#77 )
* integrate travis
* fix prettier transactions-page.component.ts
* change base branch to main
* fetch all branches in .travis.yml
* Keep current menu item active
* Update changelog
Co-authored-by: Valentin Zickner <3200232+vzickner@users.noreply.github.com>
4 years ago
ebae2f4ec9
Feature/travis ( #77 )
...
* integrate travis
* fix prettier transactions-page.component.ts
* change base branch to main
* fetch all branches in .travis.yml
4 years ago
de973d6bda
Add filterPredicate on transactions table to filter by account name ( #73 )
...
* fix: add filterPredicate on transactions table to filter by account name
* Minor refactoring
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 years ago
631efff7ae
Add duplicate action on transactions table ( #68 )
...
* feat: add duplicate action on transactions table
* fix: review changes
* fix: add type and dataSource
4 years ago
a3d1ac2ce4
Feature/update icon and add google play badge ( #69 )
...
* Add maskable icons
* Add Google Play badge
* Update changelog
4 years ago
87cd3ef33f
Release 0.99.0 ( #65 )
4 years ago
163f4a3d3f
Feature/allow to delete users ( #64 )
...
* Allow to delete users
* Update changelog
4 years ago
a84256dc03
Feature/eliminate platform from order ( #63 )
...
* Eliminate platform from order
* Update changelog
4 years ago
cf82066976
Fix test ( #62 )
4 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
4 years ago
c70eb7793e
Feature/migration to accounts ( #58 )
...
* Migrate transaction table
* Add accounts page
* Add account page logic
4 years ago
e3a1d2b9cf
Fix tests ( #57 )
4 years ago
0816defb95
Feature/update slogan ( #55 )
...
* Harmonize slogan
4 years ago
a076a1c933
Feature/extend position detail dialog ( #54 )
...
* Extend position detail dialog
* Absolute change
* Number of transactions
4 years ago
40c95a541d
Add data source to transaction model ( #53 )
4 years ago
94e0feac68
Add scraper symbols to symbol lookup results ( #51 )
4 years ago
11700f75d9
Improve colors in dark mode, improve user table ( #49 )
4 years ago
608b195ba9
Extend user table ( #47 )
...
* Column: accounts
* Horizontal scrollbar
4 years ago
8cb5fd64dd
Prepare for multi accounts support: store account for new transactions ( #46 )
4 years ago
ef317a86ed
Setup angular compiler options ( #45 )
4 years ago
19ada83d0b
Fix header and about page ( #44 )
4 years ago
6ecf66ea2a
Fix types
4 years ago
65ba16c07c
Fix tests
4 years ago
125956eb3e
Refactor number extraction from string ( #41 )
4 years ago
954224401d
Prepare for multi accounts support ( #42 )
4 years ago
d268de3e12
Feature/improve styling of x ray rules ( #40 )
4 years ago
39cfb4603b
Extend support for feature flags ( #39 )
4 years ago
5cb69291f5
Introduce market states ( #38 )
...
* closed
* delayed (no live data)
* open
4 years ago
cf582b2e98
Add symbol icon to position detail dialog ( #37 )
4 years ago
82e159a083
Filter inactive users ( #36 )
4 years ago
6c7adb6193
Prettify generic scraper symbols ( #34 )
4 years ago
9d92c48ab7
Fix text truncation of buttons ( #33 )
4 years ago
dbed4ea527
Feature/improve imports with paths in tsconfig ( #32 )
...
* Improve imports
4 years ago
8d149b5e2b
Reduce period of max data gathering ( #30 )
4 years ago
c361143ba2
Fix interceptor for unauthorized http response ( #27 )
4 years ago
069006145a
Improve scraper ( #28 )
4 years ago
a2687eacbc
Feature/implement scraper ( #25 )
...
* Clean up imports
* Implement scraper
* Sort imports
4 years ago
0f2c8c856c
Clean up imports ( #24 )
4 years ago
ec4dbf2a51
Feature/extend database seed ( #23 )
...
* Extend database seed
* platforms
* transactions of demo user
* Improve error handling
4 years ago
3d34aa5e80
Add guards ( #22 )
4 years ago
b200138a9e
Release 0.86.1 ( #19 )
4 years ago
1de8c08c39
Check for environment variables ( #17 )
4 years ago
358f0d7eaf
Improve the user table ( #16 )
4 years ago
3558f52b84
Restore scroll position ( #15 )
4 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
4 years ago
fed10c7110
Add license ( #8 )
...
* Add license
* Remove unnecessary style
* Add license to package.json
* Update url
* Adapt offering to new license (#13 )
* Adapt offering to new license
* Update changelog
* Add license to about page
* Adapt offering to new license
4 years ago
a8c65cf3c2
Feature/migrate links to router link ( #2 )
...
* Migrate links to RouterLink
* Add i18n
4 years ago
c5d4823e28
Replace header.component.html href attributes with AngularRouter routerLink ( #1 )
...
* Replace header.component.html href attributes with AngularRouter routerLink
* Update changelog
Co-authored-by: Matthias Frey <matthias.frey@flowable.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 years ago
c616312233
Initial commit
4 years ago
Thomas Kaul
Valentin Zickner
Matthias Frey
Ivo Valchev
Valentin Zickner
Valentin Zickner
Mantovani Gabriele