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ghostfolio
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2874 Commits
3 Branches
532 Tags
84 MiB
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Commit Graph

1928 Commits (adcddae44eeff2a6e413b6f4f86a1cf5bc31cf7c)

Author SHA1 Message Date
Thomas Kaul 77beaaba08
Refactoring portfolio service (#3365)
8 months ago
Thomas Kaul 0a53df4293
Feature/improve inactive user role (#3360)
8 months ago
Thomas Kaul 486de968a2
Bugfix/fix division by zero error in dividend yield calculation (#3354)
8 months ago
Thomas Kaul a5833566a8
Feature/skip caching in portfolio calculator if active filters (#3348)
8 months ago
Fedron 2173c418a7
Feature/validate forms using DTO for access, asset profile, tag and platform management (#3337)
8 months ago
Thomas Kaul 4efd5cefd8
Bugfix/calculation of portfolio summary caused by future liabilities (#3342)
8 months ago
Thomas Kaul e10707fde4
Add missing guard to fix public page (#3339)
8 months ago
Thomas Kaul 4f41bac328
Feature/set up caching in portfolio calculator (#3335)
8 months ago
Thomas Kaul cd07802400
Bugfix/fix historical market data gathering for asset profiles with manual data source (#3336)
8 months ago
Thomas Kaul b692b7432c
Feature/set up event system for portfolio changes (#3333)
8 months ago
Thomas Kaul 55b0fe232c
Bugfix/reset form values to null if empty string (#3327)
8 months ago
Thomas Kaul 46432edce9
Feature/extend faq by custom asset instructions (#3326)
8 months ago
Thomas Kaul 990028316e
Refactor form controls to form getter (#3325)
8 months ago
Thomas Kaul cdbe6eedeb
Feature/change cash to liquidity in asset class enum (#3321)
8 months ago
Thomas Kaul 39bd4a349b
Feature/improve chart in account detail dialog (#3314)
8 months ago
Thomas Kaul 1132dc9bdd
Feature/add unique constraint to account balance database schema (#3315)
8 months ago
Thomas Kaul 2d70b18593
Remove links (#3306)
8 months ago
Thomas Kaul b6ea7d23fa
Bugfix/add total value in base currency to redacted values (#3313)
8 months ago
Thomas Kaul 551b83a6e3
Bugfix/fix gaps in portfolio performance charts (#3311)
8 months ago
Thomas Kaul 895c4fe299
Improve style on mobile (#3310)
8 months ago
Thomas Kaul ccb1bf881e
Feature/improve language localization for de 20240420 (#3309)
8 months ago
Thomas Kaul 7788b5a987
Improve messages (#3308)
8 months ago
Bastien Jeannelle dfacbed66d
Feature/add support to create account cash balances (#3260)
8 months ago
Thomas Kaul 22d63c6102
Improve logging (#3304)
8 months ago
Thomas Kaul 212aa6a63b
Feature/add date range support to portfolio holdings page (#3303)
8 months ago
Thomas Kaul bed9ae916c
Migrate UI components to standalone (#3302)
8 months ago
Thomas Kaul b6ad362850
Feature/remove date range support in activities table on portfolio activities page (#3301)
8 months ago
Thomas Kaul ab86dd5318
Add Home Assistant (#3291)
8 months ago
Thomas Kaul dba73d80a3
Improve logging (#3300)
8 months ago
Thomas Kaul 92fb05320a
Migrate UI components to standalone (#3296)
8 months ago
Thomas Kaul 73d62bb51f
Migrate UI components to standalone (#3290)
8 months ago
Thomas Kaul 15857118fe
Feature/let data gathering queue jobs fail by throwing errors (#3281)
8 months ago
Fedron 9241c04d5a
Feature/add form validation against DTO for activity and account (#3230)
8 months ago
Thomas Kaul 5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator (#3272)
8 months ago
Thomas Kaul 6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator (#3267)
8 months ago
Thomas Kaul 4e7d93db13
Feature/adapt priorities of data gathering jobs (#3262)
8 months ago
Thomas Kaul 45340b581f
Bugfix/fix public page by including markets data (#3263)
8 months ago
Thomas Kaul 6f8fe45fc2
Update OSS Friends (#3258)
9 months ago
Thomas Kaul 34d9ceb009
Feature/add support to immediately execute queue job (#3259)
9 months ago
Thomas Kaul 2b97bbd05d
Move getChart() to portfolio calculator (#3255)
9 months ago
Thomas Kaul 07c0e5a612
Feature/add currency to order database schema (#3251)
9 months ago
Thomas Kaul 719bbe156e
Feature/optimize calculation of allocations by market (#3249)
9 months ago
Thomas Kaul b51255a543
Feature/add key to x ray rule (#3248)
9 months ago
Thomas Kaul 50dbbf0569
Feature/refactor symbol icon module to asset profile icon component (#3245)
9 months ago
Thomas Kaul ca2e748c56
Bugfix/add missing tags in portfolio calculator (#3243)
9 months ago
Thomas Kaul 6152ff4b44
Remove condition (#3242)
9 months ago
Thomas Kaul c6641fde36
Feature/add icon to create or update platform dialog (#3241)
9 months ago
Thomas Kaul 4ae7e9fcbe
Feature/add icon to asset profile dialog (#3240)
9 months ago
Thomas Kaul c10ae431a2
Feature/extend faq by data providers (#3239)
9 months ago
Thomas Kaul 883e30e451
Feature/improve language localization for de 20240403 (#3236)
9 months ago
Thomas Kaul f1f4f6247d
Feature/validate url in create and update platform dto (#3235)
9 months ago
Fedron 82fe1de1a7
Feature/add support to override asset (sub) class and url in admin control panel (#3218)
9 months ago
Arshad Jamal 371c999fbc
Feature/Add dividend yield to position detail dialog (#2636)
9 months ago
Thomas Kaul 6f3cce1c5f
Feature/disable option to update cash balance if date is not today (#3229)
9 months ago
Thomas Kaul efdc9b387f
Eliminate ghostfolio-style.scss (#3228)
9 months ago
Thomas Kaul d7b579e3e8
Feature/refactor getAnnualizedPerformancePercent to portfolio calculator (#3226)
9 months ago
Thomas Kaul b8533050b0
Bugfix/fix duplicated tags in position detail dialog (#3224)
9 months ago
Thomas Kaul 1b81409b35
Add OpenAlternative logo (#3225)
9 months ago
Francisco Silva 8cd6c34ed8
Feature/introduce portfolio calculator factory (#3214)
9 months ago
Thomas Kaul 0c68474802
Extract locales (#3223)
9 months ago
qiaoy af47889d65
Add Chinese translations (#3215)
9 months ago
Thomas Kaul 51203ec96e
Feature/setup chinese (#3220)
9 months ago
Thomas Kaul f1eeee0525
Feature/extend date range support by specific years (#3190)
9 months ago
Thomas Kaul 5ffc39c32f
Feature/improve usability to delete asset profile (#3208)
9 months ago
Fedron a668a66e84
Feature/add missing dates to edit historical market data in asset profile details dialog (#3206)
9 months ago
Thomas Kaul 63a61fb492
Move portfolio calculator (#3204)
9 months ago
Thomas Kaul 5788c6474e
Refactor portfolio calculator (#3203)
9 months ago
Thomas Kaul 5529fdc0ee
Move transaction points to constructor (#3202)
9 months ago
Thomas Kaul 88a9b518f6
Bugfix/fix issue with overridden names in activities table (#3200)
9 months ago
Fedron 98de2355c4
Feature/Support overriding name of asset profile dialog (#3199)
9 months ago
helgehatt b41eb60348
Fix chart tooltip of benchmark comparator (#3167)
9 months ago
Christoph Califice 0edebe30e1
Feature/Add user account currency to export (#3194)
9 months ago
Thomas Kaul 50391e199a
Feature/improve generation of random strings (#3196)
9 months ago
Thomas Kaul a33f8d5bed
Upgrade @types/big.js to version 6.2.2 (#3191)
9 months ago
Thomas Kaul 458ef169f4
Feature/add support for toncoin cryptocurrency (#3189)
9 months ago
Thomas Kaul 87bf8df1c3
Bugfix/missing performance chart in presenter view (#3181)
9 months ago
Thomas Kaul 3f7d6b25c7
Feature/extend faq by backup strategy (#3180)
9 months ago
Thomas Kaul 8a062e03ab
Feature/add benchmark name to tooltip of benchmark comparator (#3177)
9 months ago
Miguel Coxo 87cc887865
Feature/Set meta theme color dynamically to respect appearance (#3129)
9 months ago
Thomas Kaul 61ecd15f1d
Feature/change edit button to a in admin market data page (#3164)
9 months ago
Thomas Kaul eb853f05ae
Feature/add support to delete asset profile from dialog (#3165)
9 months ago
Thomas Kaul 6285417903
Feature/change grant private access with permissions to general availability (#3169)
9 months ago
Thomas Kaul ca674a654e
Feature/add symbol and isin to position detail dialog (#3163)
9 months ago
Thomas Kaul 7e28e42995
Feature/exclude fees from holdings (#3160)
9 months ago
Thomas Kaul e21563d903
Feature/increase timeout to load benchmarks (#3158)
9 months ago
Gerard Du Pre c289793c6d
Feature/switch between active and closed holdings (#3146)
9 months ago
Thomas Kaul a90c067da0
Clean up (#3157)
9 months ago
Thomas Kaul 38c2baf943
Feature/improve exception handling of current investments in various rules (#3156)
9 months ago
Thomas Kaul 82c78cad6b
Format (#3155)
9 months ago
Thomas Kaul bffe6060bd
Pass portfolio calculator to getChart() (#3153)
9 months ago
Thomas Kaul 841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics (#3152)
9 months ago
rodriguestiago0 3b895afc9e
Enable account balance update for fee and interest activities (#3145)
9 months ago
Thomas Kaul 00c2ede85e
Feature/improve usability of platform and tag management (#3144)
9 months ago
Thomas Kaul 8420cb830c
Feature/add product roadmap to faq (#3143)
9 months ago
helgehatt a0ddd1f9b9
Fix date conversion in import of historical market data (#3117)
9 months ago
Thomas Kaul 671e4e316b
Release 2.63.2 (#3138)
10 months ago
Thomas Kaul 473136e9aa
Release 2.63.1 (#3135)
10 months ago
Thomas Kaul 7a364472c8
Bugfix/fix liability issue in allocations (#3133)
10 months ago
Thomas Kaul e792924606
Update OSS friends (#3132)
10 months ago
Thomas Kaul d32dd5e860
Feature/upgrade countries list to version 3.1.0 (#3131)
10 months ago
Thomas Kaul bb86f85203
Feature/add available home server systems to faq (#3126)
10 months ago
gizmodus 0bca8897d6
Fix average price calculation by only considering BUY transactions (#3125)
10 months ago
Thomas Kaul eb75be8535
Optimize details endpoint (#3123)
10 months ago
Thomas Kaul 6d2a897366
Refactor orders with activities (#3122)
10 months ago
Thomas Kaul d8bfb23f20
Refactor reduce() with getSum() (#3121)
10 months ago
Gerard Du Pre d9d71e7827
Fix issue with removing account from activity (#3112)
10 months ago
Thomas Kaul b642ce08e5
Refactor item type (#3119)
10 months ago
Thomas Kaul bc8d8309d4
Improve handling of future liabilities (#3118)
10 months ago
Thomas Kaul 1f2f9f22f2
Feature/remove environment variable web auth rp (#3115)
10 months ago
Thomas Kaul 7a3237f1ff
Adapt style of inactive users (#3114)
10 months ago
Thomas Kaul 07661d9262
Feature/integrate dividend into transaction point concept (#3092)
10 months ago
Gerard Du Pre 77358eed65
Feature/Include user role in admin endpoint (#3107)
10 months ago
Thomas Kaul c54392b7bb
Bugfix/fix exception in account value calculation (#3109)
10 months ago
Gerard Du Pre f3a8822a77
Feature/remove-v-from-version-in-admin-endpoint (#3101)
10 months ago
Thomas Kaul f1dc075c36
Update translations (#3093)
10 months ago
Thomas Kaul c37ad9bad4
Bugfix/fix activities import (#3095)
10 months ago
Thomas Kaul 4ab3f81384
Extract getFactor() (#3089)
10 months ago
Thomas Kaul b932bac9aa
Feature/optimize summary calculation (#3088)
10 months ago
Thomas Kaul 40b454d2f3
Feature/refresh cryptocurrencies list 20240302 (#3085)
10 months ago
Thomas Kaul 5596e5f03b
Feature/integrate wealth items into transaction point concept (#3084)
10 months ago
Thomas Kaul 66992ef915
Bugfix/change show condition of button to fetch current market price (#3079)
10 months ago
Thomas Kaul 7f67430685
Bugfix/readd value in base currency to activity (#3078)
10 months ago
Thomas Kaul 5d7c19b0ed
Fix typo (#3076)
10 months ago
Thomas Kaul 633c65e33c
Feature/extend self hosting faq (#3068)
10 months ago
Søren Bjergmark 68e558f198
Feature/Improve activities import by ISIN number (#3051)
10 months ago
Thomas Kaul 12ca01c862
Update OSS friends (#3066)
10 months ago
Thomas Kaul 2115745471
Bugfix/fix issue with exchange rate calculation of wealth items in accounts (#3065)
10 months ago
Thomas Kaul 3615e2f057
Feature/improve handling of activities without account (#3060)
10 months ago
Thomas Kaul d3679d41b3
Bugfix/fix query to filter activities of excluded accounts (#3059)
10 months ago
Thomas Kaul f2d431a6b8
Bugfix/improve asset profile validation in activities import (#3057)
10 months ago
Thomas Kaul 2bc8bebfb8
Clean up dist folders (#3053)
10 months ago
Thomas Kaul 15cc294581
Feature/move break down of performance from experimental to general availability (#3047)
10 months ago
Søren Bjergmark b060b81204
Fix debugging with VS Code due to missing Source Map (#3050)
10 months ago
Søren Bjergmark a8d557eb1b
Disable parallel execution of commands causing race condition between mkdir and cp (#3052)
10 months ago
Thomas Kaul 6ae3a47b54
Bugfix/change top and bottom performers to performance with currency effect (#3046)
10 months ago
Thomas Kaul 88c19eb45e
Feature/restructure copy assets nx target (#3045)
10 months ago
Thomas Kaul 2e9d40c201
Feature/switch to performance calculations with currency effects (#3039)
10 months ago
Thomas Kaul c002e37285
Feature/add missing default currency to prepare currencies function (#3042)
10 months ago
Thomas Kaul 6be38a1c19
Feature/remove is default flag from account database schema (#3041)
10 months ago
miles a3178fb213
Feature/expose redis database via environment variable (#3036)
10 months ago
Thomas Kaul 40836b745b
Feature/improve validation for currency in endpoints (#3030)
10 months ago
Thomas Kaul 07eabac059
Feature/add missing database indexes part 2 (#3033)
10 months ago
Thomas Kaul 48b412cfb8
Feature/harmonize setting of default locale (#3032)
10 months ago
Thomas Kaul b62488628c
Prettify markup (#3029)
10 months ago
Thomas Kaul 9acdb41aa2
Refactor params to object (#2987)
10 months ago
Thomas Kaul be7f6bb657
Feature/add inactive as user role (#3024)
10 months ago
Thomas Kaul 6f7cbc93b9
Add missing type (#3023)
10 months ago
Thomas Kaul 0b5c71130d
Update OSS friends (#3008)
10 months ago
Thomas Kaul 67ae86763e
Handle premium data provider in getQuotes() (#3020)
10 months ago
Thomas Kaul 266c0a9a2c
Feature/eliminate search request in get quotes of eod service (#3019)
10 months ago
Thomas Kaul a3cdb23776
Feature/refactor query to filter activities of excluded accounts (#3016)
10 months ago
Thomas Kaul e1371a8d2b
Clean up (#3018)
10 months ago
Thomas Kaul 448cea0b69
Feature/improve usability of holdings table (#3017)
10 months ago
Thomas Kaul ad42c0bf28
Enable FAQ link for self-hoster (#3015)
10 months ago
Thomas Kaul f50670c7fe
Feature/improve language localization for de 20240217 (#3014)
10 months ago
Thomas Kaul 2518a8fd9d
Feature/add accounts tab to position detail dialog (#3012)
10 months ago
Thomas Kaul 29cb83d469
Bugfix/improve x axis scale of dividend and investment timeline (#3010)
10 months ago
Thomas Kaul cac73ac111
Feature/divide faq page in three sections (#3003)
10 months ago
Thomas Kaul 02cf4295a9
Feature/add loading indicator to dividend and investment timelines (#3007)
10 months ago
Thomas Kaul 78b3328bf7
Add activities count (#3005)
10 months ago
Thomas Kaul e0d6d9e8ca
Migrate if / else to control flow (#3001)
10 months ago
Thomas Kaul 54310f2214
Feature/add support for jupiter cryptocurrency (#2999)
10 months ago
Thomas Kaul 1fec49fbc2
Improve states (#3000)
10 months ago
Thomas Kaul 2985dd67c5
Feature/improve ordered list in safari (#2996)
10 months ago
Thomas Kaul cc0ce18627
Bugfix/fix date conversion in import of historical market data (#2994)
10 months ago
Thomas Kaul b758654158
Fix renew plan label (#2993)
11 months ago
Thomas Kaul fd294d4d2b
Migrate to control flow (#2992)
11 months ago
Thomas Kaul 446c7cb517
Remove closing tags of mat-* components (#2989)
11 months ago
Thomas Kaul e921ed7f52
Reorder imports (#2988)
11 months ago
Thomas Kaul ef9d77312e
Introduce renewal-early-bird (#2982)
11 months ago
Thomas Kaul ccaf06360a
Feature/introduce admin setting to disable data gathering (#2981)
11 months ago
Thomas Kaul f83e75df44
Feature/harmonize env variables of various api keys (#2980)
11 months ago
Thomas Kaul fcbf2f1645
Feature/remove lazy from name of activities table (#2978)
11 months ago
Thomas Kaul 9fe90273c7
Feature/move assistant to general availability (#2977)
11 months ago
Thomas Kaul 4078229fe6
Feature/add button to apply filters in assistant (#2971)
11 months ago
Martin Mui e7d4641d13
Feature/reload data on logo click (#2959)
11 months ago
Thomas Kaul 35450ac004
Bugfix/add missing data provider info to search results of coingecko (#2967)
11 months ago
Thomas Kaul 87529490c3
Feature/refresh cryptocurrencies list 20240205 (#2961)
11 months ago
Thomas Kaul 893e76f83f
Feature/provide data provider info in search (#2958)
11 months ago
Thomas Kaul 06ba7a4b1b
Feature/extend assistant by asset class selector (#2957)
11 months ago
Thomas Kaul cea569c987
Add Fina (#2956)
11 months ago
Hey 2a38a16f6b
Feature/Improve error logs for timeout in data provider services (#2953)
11 months ago
Thomas Kaul d4afa03505
Bugfix/fix rendering issue with date range selector of assistant (#2950)
11 months ago
Thomas Kaul c9237146e2
Feature/add investment value to chart (#2948)
11 months ago
Thomas Kaul faad65b6f3
Update translations (#2940)
11 months ago
Thomas Kaul e459c72100
Update OSS friends (#2942)
11 months ago
Thomas Kaul b535aee91d
Remove reference to Internet Identity (#2946)
11 months ago
Thomas Kaul 4434d0315f
Remove unused timeline calculation (#2947)
11 months ago
Arshad Jamal e82dcc8ace
Feature/fix export in lazy-loaded activities table (#2939)
11 months ago
Thomas Kaul 40b6777814
Add upgrade plan button (#2937)
11 months ago
Thomas Kaul be93ca8968
Feature/migrate allocations page to work with filters of assistant (#2933)
11 months ago
Thomas Kaul 0436cc6487
Migrate ngx-skeleton-loader components to self-closing tags (#2935)
11 months ago
Thomas Kaul 857708dc4d
Migrate gf-* components to self-closing tags (#2934)
11 months ago
Thomas Kaul 1ca4f885b0
Feature/migrate holdings page to work with filters of assistant (#2932)
11 months ago
Thomas Kaul 29423efea3
Update translations (#2930)
11 months ago
Thomas Kaul f3ee99fb2b
Feature/extend assistant by account selector (#2929)
11 months ago
Francisco Silva 3df8810412
Feature/Add support to grant private access with permissions (#2870)
11 months ago
Thomas Kaul b8ca88c6df
Add auto-renewal (#2920)
11 months ago
Thomas Kaul 9fdbd22cb5
Bugfix/fix activities import for manual data source (#2923)
11 months ago
Thomas Kaul 8f5f4c5875
Feature/format name in eod historical data service (#2922)
11 months ago