1b2f8e5586
Feature/extend analytics by country ( #1661 )
...
* Extend analytics by country
* Fix Upgrade Plan button of subscription interstitial
* Update changelog
2 years ago
f7597c213d
Feature/add dividend and fees to position detail dialog ( #1643 )
...
* Add dividend and fees to position detail dialog
* Update changelog
2 years ago
6aae0cc1e4
Bugfix/fix issue with value in value redaction interceptor ( #1627 )
...
* Fix issue with value in value redaction interceptor
* Fix format of world map
* Update changelog
2 years ago
5d8a50a80d
Feature/add interstitial for subscription ( #1637 )
...
* Add interstitial
* Improve pricing page
* Update changelog
2 years ago
271001f523
Feature/remove toggle on allocations page ( #1620 )
...
* Rename allocationCurrent, remove allocationInvestment
* Update changelog
2 years ago
7fa6eda45d
Feature/remove emergency fund as asset class ( #1615 )
...
* Remove emergency fund as asset class
* Update changelog
2 years ago
2beceb36cf
Overriding tooltip title for graphs where grouping is defined ( #1605 )
...
* Overriding tooltip title for graphs where grouping is defined
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
90a7a84ac5
Feature/add global heat map to landing page ( #1584 )
...
* Add global heat map
* Update changelog
2 years ago
a850e8ca22
Import dividend ( #1560 )
...
* Import dividend
* Update changelog
2 years ago
925d38703e
Feature/add group by year option on analysis page ( #1568 )
...
* Add group by year option
2 years ago
b17111e6f1
Feature/setup fr ( #1571 )
...
* Setup fr
* Update changelog
2 years ago
c4765e31cd
Feature/setup pt ( #1439 )
...
* Setup pt
* Update changelog
2 years ago
8818e09be8
Feature/add prefix to coupon codes ( #1562 )
...
* Add prefix
* Update changelog
2 years ago
b56111ae85
Feature/add dry run to import api endpoint ( #1526 )
...
* Add dry run to import API endpoint
* Update changelog
2 years ago
616d168a7c
Feature/add signup permission ( #1512 )
...
* Added support to disable user sign up in the admin control panel
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
e87b93f19c
Feature/add logo endpoint ( #1506 )
...
* Add logo endpoint
* Update changelog
2 years ago
49dcade964
Feature/add date of first activity to holdings ( #1505 )
...
* Add date of first activity
* Update changelog
2 years ago
7cd65eed39
Feature/improve asset profile details dialog ( #1504 )
...
* Improve asset profile details dialog
* Update changelog
2 years ago
3a78d6c3f1
Feature/add dividend timeline ( #1498 )
...
* Add dividend timeline
* Update changelog
Co-Authored-By: João Pereira <joao@jpereira.me>
2 years ago
b5b7af7741
Feature/improve asset profile management ( #1485 )
...
* Improve asset profile management (Add note, fix filter)
* Update changelog
2 years ago
3611684f17
Feature/extend asset profile details dialog ( #1469 )
...
* Extend asset profile details dialog
* Update changelog
2 years ago
31c949f9d2
Feature/upgrade nx to version 15.0.13 ( #1442 )
...
* Upgrade Nx to version 15.0.13
* Update changelog
2 years ago
901c997908
Add pagination to activities table ( #1404 )
...
* Add pagination to activities table
2 years ago
8fd1fbd44a
Feature/upgrade nx to version 15 ( #1375 )
...
* Upgrade to Nx 15
* Update changelog
2 years ago
0fb33ae71c
Feature/migrate angular.json to project.json ( #1374 )
...
* Migrate angular.json to project.json
* Update changelog
2 years ago
eac52a215b
Feature/refactor appearance to color scheme ( #1364 )
...
* Refactor appearance to colorScheme
* Update changelog
2 years ago
a65424aafa
Feature/add total amount chart to investment timeline ( #1344 )
...
* Add total amount chart
* Update changelog
2 years ago
538c8947cd
Feature/rename data source from rakuten to rapid api ( #1350 )
...
* Rename Rakuten to Rapid API
* Update changelog
2 years ago
a8e096f9ac
Feature/minor improvements for appearance selector ( #1345 )
...
* Improve appearance selector
* Update changelog
2 years ago
c896bf9199
Add appearance option in settings ( #1342 )
...
* Add appearance option in settings
2 years ago
8d3954304e
Feature/add statistics section to landing page ( #1306 )
...
* Add pulls on Docker Hub to statistics
* Add statistics to landing page
* Update changelog
2 years ago
e3916e1ba3
Feature/setup espanol ( #1293 )
...
* Setup Español
* Update changelog
2 years ago
3006c21b12
Add dutch translation ( #1291 )
...
* Add dutch translation
2 years ago
f01a3f893d
Exclude accounts ( #1289 )
...
* Exclude accounts
* Update changelog
2 years ago
7667af059c
Feature/combine performance and chart calculation ( #1285 )
...
* Combine performance and chart calculation endpoints
* Update changelog
2 years ago
862f670ccf
Feature/setup italiano ( #1276 )
...
* Setup italiano
* Update changelog
2 years ago
b1b5689242
Feature/improve performance of chart calculation ( #1271 )
...
* Improve performance chart calculation
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
* Improve chart tooltip of benchmark comparator
* Update changelog
Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
2 years ago
d4c3a9d1e8
Feature/add percentage visualization of the current filter ( #1268 )
...
* Add percentage visualization of the active filter
* Update changelog
2 years ago
e320aa91f7
Feature/simplify benchmark configuration ( #1248 )
...
* Simplify benchmark configuration
* Update changelog
2 years ago
4f8fe83a16
Feature/clean up user database schema ( #1242 )
...
* Clean up user database schema
* Update changelog
2 years ago
aece76d98f
Feature/add date range component to benchmark comparator ( #1240 )
...
* Add date range component
* Update changelog
2 years ago
fc4bb71184
Feature/migrate date range setting to user settings ( #1239 )
...
* Migrate date range to user settings
* Refactor currency and view mode in the user user settings
* Update changelog
2 years ago
376ce88492
Bugfix/fix benchmark chart ( #1236 )
...
* Fix benchmark chart
* Distinguish between currency and unit in tooltip
* Update changelog
2 years ago
3ad99c9991
Add data management ( #1230 )
...
* Add data management for benchmarks
2 years ago
75d61bff6d
Setup benchmark comparator
2 years ago
3b2f13850c
Feature/improve chart calculation ( #1226 )
...
* Improve chart calculation
* Update changelog
2 years ago
b59af0d864
Feature/upgrade nx to version 14.6.4 ( #1220 )
...
* Upgrade nx and angular
* Update changelog
2 years ago
408bdbd187
Bugfix/fix GitHub contributors count ( #1219 )
...
* Fix GitHub contributors count
* Update changelog
2 years ago
0e29278e96
Feature/add alias to access ( #1193 )
...
* Add alias to access
* Update changelog
2 years ago
2db46e5bbf
Feature/support localization in date fns ( #1195 )
...
* Add locale to date-fns (formatDistanceToNow)
* Update changelog
2 years ago
539d3ff754
Feature/add asset sub class filter ( #1188 )
...
* Add asset sub class filter
* Update changelog
2 years ago
24abbd85e6
Feature/move asset profile details to dialog ( #1185 )
...
* Introduce asset profile dialog
* Update changelog
2 years ago
56bf422407
Consider language from user settings ( #1179 )
2 years ago
dc5052f7dc
Feature/set up language localization for german ( #1153 )
...
* Set up language localization for German
* Update changelog
2 years ago
81245635af
Feature/setup i18n ( #1139 )
...
* Setup i18n
* Update changelog
2 years ago
d887de50d2
Feature/setup internet identity ( #1080 )
...
* Setup Internet Identity as social login provider
* Update changelog
2 years ago
95bcc3f32d
Feature/remove alias from user interface ( #1083 )
...
* Remove alias from user interface
* Update changelog
2 years ago
60e2aff488
Extend investment timeline by month ( #1066 )
...
* Extend investment timeline grouped by month
* Update changelog
2 years ago
2060fcaf0b
Feature/add markets to public pages ( #1062 )
...
* Add Markets to public pages
* Update changelog
2 years ago
c0f19d56ec
Feature/add account detail dialog ( #1047 )
...
* Add account detail dialog
* Update changelog
2 years ago
f7bf6e652b
Feature/add icon and name to positions table ( #1040 )
...
* Add icon and name
* Update changelog
2 years ago
1ff736537c
Feature/add positions table to public page ( #1037 )
...
* Add positions table
* Update changelog
2 years ago
df6bb489c2
Feature/improve onboarding for ios ( #1035 )
...
* Improve onboarding for iOS
* Update changelog
2 years ago
002b883668
Feature/upgrade to angular 14 ( #1019 )
...
* Upgrade to angular 14
* Migrate UntypedFormControl to FormControl
* Update changelog
2 years ago
0f9d142afe
Feature/decrease number of attempts of queue jobs ( #1006 )
...
* Decrease number of attempts
* Update changelog
2 years ago
557e3a0676
Feature/migrate historical market data gathering to queue design pattern ( #991 )
...
* Migrate historical market data gathering to queue
* Filter and delete jobs
* Detect duplicate jobs
* Update changelog
2 years ago
7cf0cdc4ce
Feature/add jobs of queue to admin control panel ( #987 )
...
* Add jobs of queue to admin control panel
* Update changelog
2 years ago
15dda886a0
Feature/add vertical hover line to line chart component ( #963 )
...
* Add vertical hover line
* Improve tooltips of charts
* Update changelog
2 years ago
c3768a882d
Feature/add benchmarks to twitter bot service ( #959 )
...
* Extend benchmarks with market condition and adapt twitter bot service
* Update changelog
2 years ago
2c4c16ec99
Feature/extend markets overview by benchmarks ( #953 )
...
* Add benchmarks to markets overview
* Update changelog
2 years ago
332203b9e2
Feature/add support to set the base currency via env variable ( #948 )
...
* Set base currency via environment variable
* Update changelog
2 years ago
5cb6e5dec6
Feature/support filtering by asset class on the allocations page ( #926 )
...
* Support filtering by asset class
* Update changelog
2 years ago
160335302a
Feature/group filters by type ( #922 )
...
* Add groups to activities filter component
* Update changelog
2 years ago
5391b88c42
Feature/add report data glitch button ( #920 )
...
* Add report data glitch button
* Update changelog
2 years ago
ea3a9d3b79
Feature/eliminate circular dependencies in common library ( #896 )
...
* Eliminate circular dependencies
* 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
16dd8f7652
Feature/refactor filters with interface ( #883 )
...
* Refactor filtering with an interface
* Filter by accounts
* Update changelog
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
8526b5a027
Feature/export draft activities as ics ( #830 )
...
* Export draft activities as ICS
* Update changelog
3 years ago
23f2ac472e
Feature/add fire calculator ( #822 )
...
* Add fire calculator
* Update changelog
3 years ago
204c7360c3
Feature/prepare for localized date format ( #803 )
...
* Support localized date and number format
* Update changelog
3 years ago
1214127ec0
Feature/rename orders to activities in import and export ( #786 )
...
* Rename orders to activities
* Update changelog
3 years ago
b4848be914
Feature/add developed vs emerging markets calculation ( #767 )
...
* Add allocations by market
* 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
280030ae7f
Feature/add twitter bot for fear and greed index ( #702 )
...
* Add twitter bot for fear and greed index
* Update changelog
3 years ago
76f70598e2
Feature/add support for wealth items ( #666 )
...
* Add support for wealth items
* 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
9c086edffe
Feature/extend historical data view in admin control ( #646 )
...
* Extend market data view
* 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
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
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
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
fbd1475402
Feature/upgrade core dependencies ( #490 )
...
* Upgrade core dependencies
* angular
* nestjs
* Nx
* rxjs
* storybook
* Temporarily fix imports for storybook
* Update changelog
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
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
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
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
de94494aa0
Bugfix/fix symbol conversion for yahoo finance ( #405 )
...
* Fix symbol conversion for Yahoo Finance
* Update changelog
3 years ago
dcee651098
Feature/support unlimited currencies ( #387 )
...
* Support unlimited currencies
* 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
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
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
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
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
Thomas Kaul
Martin Vandenbussche
Yash Solanki
gobdevel
Mitchell
Davin
Valentin Zickner
Matthias Frey