6e5f0086a1
Bugfix/fix price when creating subscription ( #2037 )
...
* Fix price
* Update changelog
1 year ago
1d0ba5fe4b
Bugfix/fix indirect calculation in exchange rate service for specific date ( #2026 )
...
* Fix indirect calculation
* Update changelog
1 year ago
26b1fd6572
Feature/localize meta description ( #2019 )
...
* Add localized meta description
* Update changelog
1 year ago
19333ab084
Fix warnings ( #2011 )
1 year ago
1f393e78f6
Feature/improve error handling in delete user endpoint ( #2000 )
...
* Improve error handling
* Update changelog
1 year ago
215f5eafa6
Feature/set asset profile as benchmark ( #2002 )
...
* Set asset profile as benchmark
* Update changelog
Co-authored-by: Arghya Ghosh <arghyag5@gmail.com>
1 year ago
51e3650790
Feature/add blog post unlock your financial potential ( #1994 )
...
* Add blog post: Unlock your Financial Potential with Ghostfolio
* Update changelog
1 year ago
db29e2b666
Feature/extend financial modeling prep service ( #1989 )
...
* Add getHistorical() and search() logic
* Update changelog
1 year ago
655a68a847
Feature/change uptime to last 90 days ( #1993 )
...
* Change uptime to last 90 days
* Update changelog
1 year ago
86296b3591
Feature/improve local number formatting in value component ( #1992 )
...
* Improve local number formatting
* Update changelog
1 year ago
5bca8de44e
Feature/check for duplicates in dividend import ( #1986 )
...
* Check for duplicates in dividend import
* Update changelog
1 year ago
136c4bf50b
Bugfix/fix data source transformation in dividends import ( #1985 )
...
* Fix data source transformation
* Update changelog
1 year ago
4d700e3b83
Feature/add error message if importing duplicates ( #1984 )
...
* Add error messages if import include duplicates
* Update changelog
1 year ago
edd690850c
Feature/setup open startup page ( #1967 )
...
* Setup Open Startup page
* Update changelog
1 year ago
ad46fb6d61
Feature/add financial modeling prep as data source type ( #1960 )
...
* Add Financial Modeling Prep as new data source type
* Update changelog
1 year ago
8e000baef2
fix update activity, hide update cash balance on edit ( #1959 )
...
* Fix update activity, hide update cash balance on edit
* Update changelog
1 year ago
ef4a75d1f0
Feature/improve market price of first buy date in chart of position detail dialog ( #1956 )
...
* Improve market price on first buy date: market price or average price
* Update changelog
1 year ago
7d6a74a67d
Feature/improve check for duplicates in import #1932 ( #1940 )
...
* Improve check for duplicates in import
* Update changelog
1 year ago
32c1e6b390
Feature/upgrade to nx 16.0 ( #1943 )
...
* Upgrade to Nx 16.0
* Update changelog
1 year ago
27d9b075ce
Feature/improve interstitial for subscription ( #1941 )
...
* Improve style and wording
* Update changelog
1 year ago
5249257dd8
Feature/improve platform managment in admin control ( #1939 )
...
* Refactoring, fix tab style, add account count
* Update changelog
1 year ago
3a99b81ade
Bugfix/add fallback in yahoo finance service ( #1935 )
...
* Add fallback to use quoteSummary(symbol) if quote(symbols) fails
* Update changelog
1 year ago
577a487301
Fix import ( #1936 )
1 year ago
31a4c2ff1f
Sort imports ( #1933 )
1 year ago
e1892d2870
Feature/platform management ( #1922 )
...
* Added platform management to admin control panel
* Update changelog
1 year ago
8ba15f8f72
Optionally update cash balance when adding activity ( #1926 )
...
* Optionally update cash balance when adding activity
* Update changelog
1 year ago
c19984c3d0
Bugfix/fix missing platform name in allocations by platform ( #1918 )
...
* Fix missing platform name
* Update changelog
2 years ago
15c96a9757
Feature/add allocations by platform chart ( #1915 )
...
* Add allocations by platform
* Update changelog
2 years ago
1ca3792a4b
Feature/clean up initial values from x ray ( #1914 )
...
* Clean up initial (original) values from X-Ray
* Refactor current to valueInBaseCurrency
* Update changelog
2 years ago
90fe467114
Feature/deprecate base currency ( #1913 )
...
* Deprecate BASE_CURRENCY
* Update changelog
2 years ago
e61b3b34a7
Eliminate getSymbolProfilesBySymbols() ( #1912 )
2 years ago
a5f0f48ddb
Fix accounts page ( #1908 )
...
* Add guards
* Update changelog
2 years ago
e500ccb61b
Feature/introduce env variable data source exchange rates and data source import ( #1910 )
...
* Introduce env variables DATA_SOURCE_EXCHANGE_RATES and DATA_SOURCE_IMPORT
* Update changelog
2 years ago
623a284ba4
Feature/add and update historical data in bulk ( #1904 )
...
* Upsert historical data in bulk
* Update changelog
2 years ago
f79c36edbb
Fix import ( #1902 )
2 years ago
f4c748f67a
Feature/extend support for impersonation mode ( #1898 )
...
* Support impersonation of all users for local development
* Update changelog
2 years ago
672d8dfab2
Fix/holdings always include cash position ( #1897 )
...
* Improved holdings table showing cash position also when the filter contains accounts
* Update changelog
2 years ago
7b77dc044a
Feature/add state to market data database schema ( #1893 )
...
* Add state (CLOSE / INTRADAY) to MarketData
* Update changelog
2 years ago
67e758365f
feature: allow to delete all activities of a user ( #1880 )
...
* Allow to delete all activities of a user
* Update changelog
2 years ago
513a564e2c
Restructure services ( #1891 )
2 years ago
cddea0401f
Feature/add data source as unique constraint to market data schema ( #1889 )
...
* Add dataSource as unique constraint to MarketData schema
* Update changelog
2 years ago
e965d12e31
Feature/add health check endpoints ( #1886 )
...
* Add health check endpoints
* Update changelog
2 years ago
aafedd5f75
Feature/increase robustness if live data is missing ( #1884 )
...
* Continuously persist today's market data
* Add fallback to historical market data if data provider does not provide live data
* Update changelog
2 years ago
5eff8402db
Release/1.258.0 ( #1878 )
...
* Release 1.258.0
* Introduce data source mapping
* Update changelog
2 years ago
7378900050
Bugfix/fix currency inconsistency with GBX and GBp in eod historical data service ( #1869 )
...
* Fix currency inconsistency (GBX vs. GBp)
* Update changelog
2 years ago
922876a893
Feature/add yahoo finance data enhancer ( #1865 )
...
* Add Yahoo Finance data enhancer
* Update changelog
2 years ago
654446f068
Feature/improve handling of jobs ( #1864 )
...
* Improve handling of jobs
* Remove jobs on complete
* Refactor jobs removal
* Update changelog
2 years ago
947460abdd
Bugfix/fix ids of gather asset profile process jobs ( #1863 )
...
* Fix job ids
* Update changelog
2 years ago
4c907d56f0
Improve message ( #1859 )
2 years ago
e23ff33e6f
Feature/skip job creation for manual data source without scraper configuration ( #1857 )
...
* Skip job creation for MANUAL data source without scraper configuration
* Update changelog
2 years ago
1ed5690b33
Feature/improve queue jobs implementation ( #1855 )
...
* Improve queue jobs implementation
* Update changelog
2 years ago
4451514ec5
Release 1.253.0 ( #1854 )
2 years ago
7d2d1d971a
Feature/deprecate get auth endpoint ( #1851 )
...
* Deprecate GET auth endpoint
* Update documentation
* Update changelog
2 years ago
9bce57894e
Feature/increase historical market data gathering to 10 years ( #1830 )
...
* Increase historical market data gathering of currency pairs to 10+ years
* Update changelog
2 years ago
a5f833c612
Feature/upgrade angular and nx 20230405 ( #1826 )
...
* Upgrade angular and Nx
* Update changelog
2 years ago
b74a042da8
Feature/change auth endpoint from get to post ( #1823 )
...
* Change auth endpoint from GET to POST
* Login with security token
* Login with Internet Identity
* Update changelog
2 years ago
6d56146054
Feature/add support for multiple subscription offers ( #1818 )
...
* Setup for multiple subscription offers
* Update changelog
2 years ago
2c9f29a3c6
Feature/improve handling of platforms in accounts import ( #1820 )
...
* Improve handling of platforms
* Fix issue with pagination
* Update changelog
2 years ago
93d082afbb
Feature/add blog post 1000 stars on GitHub ( #1804 )
...
* Add blog post: 1000 Stars on GitHub
* Add breadcrumb navigation
* Update changelog
2 years ago
0c85380dbf
Feature/refactor portfolio calculator ( #1803 )
...
* Refactor chart calculation in portfolio calculator
* Update changelog
2 years ago
bc6e9a8b68
Bugfix/fix total amount calculation in portfolio evolution chart ( #1799 )
...
* Fix total amount calculation
* Update changelog
2 years ago
bd1963ec26
Feature/add asset and asset sub class to search endpoint ( #1795 )
...
* Add asset and asset sub class to search endpoint
* Update changelog
2 years ago
c45df20d88
Sort imports ( #1797 )
2 years ago
7ec033577f
Feature/extend trackinsight data enhancer by isin ( #1793 )
...
* Extend data enhancer by isin
* Update changelog
2 years ago
c8ca82b803
Feature/extend data source eod historical data by asset class and isin ( #1791 )
...
* Extend EodHistoricalDataService
* asset and asset sub class
* isin
* Update changelog
2 years ago
0d92b8d8bb
Reduce search requests ( #1786 )
2 years ago
7c6ff776d9
Feature/add search functionality for eod historical data ( #1783 )
...
* Add search functionality for EOD_HISTORICAL_DATA
* Update changelog
2 years ago
e37a34ed6c
Feature/improve exchange rate service for specific date ( #1785 )
...
* Calculate exchange rate indirectly via base currency
* Update changelog
2 years ago
3af8be89e3
Feature/improve usability of fire calculator ( #1779 )
...
* Improve usability
* Add debounce
* Persist annualInterestRate
* Partially disable date picker
* Update changelog
2 years ago
fce9e7fb0c
Feature/extend fire calculator by retirement date ( #1748 )
...
* Extend fire calculator by retirement date
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
f88ee5e5a0
Feature/improve validation for manual currency ( #1769 )
...
* Improve validation
* Update changelog
2 years ago
a69a3442ab
Feature/add coingecko as default data source ( #1775 )
...
* Add CoinGecko as a default data source
* Update changelog
2 years ago
d4dff744b5
Sort imports ( #1770 )
2 years ago
62c93ad99d
Make NODE_ENV optional in production
...
* Make NODE_ENV optional
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
002ac29f2f
Feature/remove environment variable for custom symbols ( #1766 )
...
* Remove environment variable
* Update changelog
2 years ago
cc6320acfd
Feature/simplify database seeding ( #1763 )
...
* Simplify database seeding
* Update documentation
* Update changelog
2 years ago
261a0fb0b9
Refactor AuthInterceptor ( #1764 )
...
* Refactor AuthInterceptor
* Refactor JwtStrategy
2 years ago
a5b49b286d
Feature/filter item activities from search results ( #1759 )
...
* Filter ITEM activities from search results
* Update changelog
2 years ago
f3333f24da
Feature/upgrade stripe dependencies 20230226 ( #1755 )
...
* Upgrade Stripe dependencies
* Consider language of user in Stripe checkout
* Update changelog
2 years ago
ab68c2c69a
Bugfix/fix feature graphic of umbrel blog post ( #1752 )
...
* Fix feature graphic
* Update changelog
2 years ago
65276483e0
Feature/add umbrel blog post ( #1749 )
...
* Add blog post: Ghostfolio meets Umbrel
* Update changelog
2 years ago
897e941e7a
Feature/add data provider info to position ( #1730 )
...
* Add data provider info
* Update changelog
2 years ago
aef840c2cc
Bugfix/fix maximum call stack size exceeded error in value redaction ( #1743 )
...
* Bugfix for RangeError: Maximum call stack size exceeded
* Update changelog
2 years ago
80d0638922
Adding Coingecko Data Provider ( #1736 )
...
* Adding Coingecko Data Provider
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
684c1e55b0
Bugfix/do not skip manual data source part 2 ( #1732 )
...
* Do not skip MANUAL data source
* Update changelog
2 years ago
b58631083b
Increase file size limit for imports ( #1726 )
...
* Increase file size limit for imports
* Update changelog
2 years ago
9d9b805b0e
Bugfix/do not skip manual data source ( #1718 )
...
* Do not skip MANUAL data source
* Update changelog
2 years ago
85052bc9bc
Bugfix/fix buying power calculation with emergency fund tag ( #1713 )
...
* Fix buying power calculation
* Update changelog
2 years ago
bff09f529d
Feature/beautify etf names in asset profiles ( #1709 )
...
* Beautify ETF names
* Update changelog
2 years ago
0cbf275a2e
Feature/eliminate ghostfolio scraper api service ( #1706 )
...
* Eliminate GhostfolioScraperApiService
* Update changelog
2 years ago
bfa32537a8
Feature/improve usability of import activities action ( #1695 )
...
* Improve usability of import activities action
* Update changelog
2 years ago
e62989c981
Feature/copy logic of ghostfolio scraper api service to manual service ( #1691 )
...
* Copy logic of GhostfolioScraperApiService to ManualService
* Update changelog
2 years ago
eed4f57f30
Clean up ( #1669 )
2 years ago
a79f31b006
Feature/add accounts import export ( #1635 )
...
* Add accounts to activities export
* Add logic for importing accounts
* Update changelog
2 years ago
1b2f8e5586
Feature/extend analytics by country ( #1661 )
...
* Extend analytics by country
* Fix Upgrade Plan button of subscription interstitial
* Update changelog
2 years ago
0000317041
Upgrade Nx and Angular ( #1646 )
...
* Upgrade Nx and Angular
* Update changelog
* Feature/eliminate angular material css vars (#1648 )
* Eliminate angular-material-css-vars
* Update changelog
2 years ago
c61561664f
Relax validation for REDIS_HOST ( #1652 )
...
* Relax validation for REDIS_HOST
* 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
2e7f46ad78
Feature/allow account for activity of type item ( #1641 )
...
* Support linking wealth items to account
* 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
4d84459b5b
Clean up imports ( #1632 )
2 years ago
579b86665e
Feature/add sackgeld.com blog post ( #1625 )
...
* Add blog post: Ghostfolio auf Sackgeld.com vorgestellt
* Update changelog
2 years ago
52b3ad6dc3
Feature/refactor value redaction interceptor ( #1624 )
...
* Reuse redactAttributes()
* Update changelog
2 years ago
6cd51fb044
Feature/hide irrelevant errors in client ( #1623 )
...
* Hide irrelevant errors in client
* Update changelog
2 years ago
271001f523
Feature/remove toggle on allocations page ( #1620 )
...
* Rename allocationCurrent, remove allocationInvestment
* Update changelog
2 years ago
a7e513a6d1
Bugfix/fix filtered value for emergency fund ( #1619 )
...
* Fix filtered value
* Update changelog
2 years ago
a834ef6b4c
Release 1.228.1 ( #1617 )
2 years ago
7fa6eda45d
Feature/remove emergency fund as asset class ( #1615 )
...
* Remove emergency fund as asset class
* Update changelog
2 years ago
4865c45fd4
Feature/reduce data gathering interval to every four hours ( #1611 )
...
* Reduce execution interval
* Update changelog
2 years ago
bb99141e9c
Fix group by month/year not working for YTD ( #1598 )
...
* Set time to 00:00:00 when getting current timestamp
* Update changelog
2 years ago
d147c2313f
Feature/support assets in emergency fund ( #1601 )
...
* Support assets in emergency fund
* Update changelog
2 years ago
a7e5a316be
Bugfix/fix big.js exception in report endpoint ( #1586 )
...
* Fix exception with missing marketPrice
* Update changelog
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
b5f565c054
Simplify data source transformation ( #1578 )
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
b20fa55b79
Feature/add filters to analytics page ( #1559 )
...
* Add filters to analysis page
* Update changelog
2 years ago
15357bd5b5
Feature/add asset profile details to activities import ( #1552 )
...
* Add asset profile details
* Update changelog
2 years ago
1ae8970045
Feature/add price to subscription ( #1551 )
...
* Add price
* Update changelog
2 years ago
7c4c047140
Remove .gitkeep ( #1553 )
2 years ago
2cd41615b2
Feature/change execution time of asset profile data gathering ( #1544 )
...
* Change execution time
* Update changelog
2 years ago
66d5793528
Refactoring ( #1545 )
2 years ago
c22733db56
Feature/resolve blog post titles ( #1539 )
...
* Resolve blog post titles
* Update changelog
2 years ago
ee4866eb7d
Feature/add blog post the importance of tracking your personal finances ( #1537 )
...
* Add blog post: The importance of tracking your personal finances
* Update changelog
2 years ago
327b1fa0d7
Feature/refresh cryptocurrencies list 20221225 ( #1536 )
...
* Update cryptocurrencies.json
* Update changelog
2 years ago
49ce4803ce
Feature/add support to manage tags in create or edit activity dialog ( #1532 )
...
* Add support to manage tags
* Update changelog
2 years ago
4f187e1a9f
Feature/increase fear and greed index to 365 days ( #1519 )
...
* Increase fear and greed index to 365 days
* 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
60f52bb209
Handle user signup for OAuth and Internet Identity ( #1515 )
...
Co-Authored-By: gobdevel <99349192+gobdevel@users.noreply.github.com>
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
2a605f850d
Refactor requests and responses ( #1507 )
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
2efb331370
Feature/improve value redaction interceptor ( #1495 )
...
* Improve value redaction interceptor
* Update changelog
2 years ago
292d345ce0
Feature/support manual currency for fee ( #1490 )
...
* Support manual currency for fee
* Update changelog
2 years ago
b5b7af7741
Feature/improve asset profile management ( #1485 )
...
* Improve asset profile management (Add note, fix filter)
* Update changelog
2 years ago
441b251536
Setup form ( #1474 )
...
* Setup form to patch asset profile (for symbolMapping)
2 years ago
1dbb5db611
Feature/improve wording in single account rule ( #1479 )
...
* Improve wording
* Update changelog
2 years ago
6a764fe893
Convert between ZAc and ZAR ( #1471 )
...
* Convert between ZAc and ZAR
* Update changelog
2 years ago
3611684f17
Feature/extend asset profile details dialog ( #1469 )
...
* Extend asset profile details dialog
* Update changelog
2 years ago
be14458437
Bugfix/fix division by zero error in cash positions calculation ( #1462 )
...
* Handle division by zero
* Update changelog
2 years ago
5978ddb80f
Feature/improve support for manual data source ( #1460 )
...
* Improve support for MANUAL data source
* Update changelog
2 years ago
3b4f8c69bb
Feature/setup black friday 2022 deal ( #1452 )
...
* Setup Black Friday 2022 deal
* 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
fc1507de4f
Clean up ( #1423 )
2 years ago
33fd1282e5
Bugfix/fix cash position in user currency ( #1433 )
...
* Initialize cash positions with user currency
* Update changelog
2 years ago
43426c9b01
Feature/restructure portfolio page ( #1429 )
...
* Restructure portfolio page
* Update changelog
2 years ago
3b4da72ea3
Feature/tighten validation rule of base currency ( #1428 )
...
* Tighten validation rule of BASE_CURRENCY
* Update changelog
2 years ago
2a1339b61e
Feature/improve usage of premium indicator component ( #1421 )
...
* Improve usage of premium indicator component
* Update changelog
2 years ago
3b6e0b20e2
Add test case ( #1399 )
...
* Add test case
* Fix calculation for portfolio evolution chart
* Update changelog
Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
2 years ago
4c893c4dcc
Bugfix/fix public page ( #1408 )
...
* Fix public page
* Update changelog
2 years ago
5c6cc4fed5
Handle division by zero ( #1398 )
2 years ago
71c5412dd5
Add test case: sell partially with huge gain ( #1380 )
...
* Add test case: sell partially with huge gain
2 years ago
ae85398c3d
Fix test description ( #1379 )
2 years ago
048900d01b
Bugfix/improve performance calculation for sell activitities ( #1388 )
...
* Improve performance calculation for SELL activities
* Update changelog
Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
2 years ago
f9e04022f4
Remove TWR calculation ( #1377 )
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
47f84dab06
Remove postfix ( #1360 )
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
5398da0dc8
Feature/simplify admin settings management ( #1340 )
...
* Simplify settings management
* Update changelog
2 years ago
3fc2228f1d
Feature/switch to new performance calculation ( #1336 )
...
* Switch to new performance calculation
* Update changelog
2 years ago
b018819a1f
Bugfix/fix todays performance and chart calculation ( #1333 )
...
* Fix today's performance and chart calculation
* Update changelog
2 years ago
c2df99072d
Feature/refactor filters ( #1299 )
...
* Refactor filters
Co-Authored-By: Zakaria YAHI <9142557+ZakYahi@users.noreply.github.com>
2 years ago
e6d8de781b
Feature/improve wording in twitter bot service ( #1326 )
...
* Improve wording
* Update changelog
2 years ago
6e1935899f
Bugfix/fix cryptocurrency symbols with less than 3 characters ( #1325 )
...
* Fix cryptocurrency symbols with less than 3 characters
* Update changelog
2 years ago
1f0381228e
Feature/improve caching of benchmarks ( #1320 )
...
* Improve caching
* Update changelog
2 years ago
81c6cc021d
Feature/add blog post hacktoberfest 2022 ( #1310 )
...
* Add blog post: Hacktoberfest 2022
* Update changelog
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
5c9fa71d95
Release 1.199.1 ( #1301 )
2 years ago
93a1fae51c
Feature/support sectors of mutual funds ( #1298 )
...
* Support sectors
* Update changelog
Co-authored-by: Mitchell <5503199+m11tch@users.noreply.github.com>
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
263f6b32f2
Bugfix/fix performance chart calculation ( #1267 )
...
* Respect end date in 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>
2 years ago
7d27cb3398
Bugfix/use base currency in exchange rate service instead of usd ( #1255 )
...
* Change from USD to base currency
* Update changelog
2 years ago
91678028b5
Bugfix/fix missing assets during local development ( #1253 )
...
* Extend setup for development (missing assets)
* Update changelog
2 years ago
5e3cac8ac9
Feature/sort benchmarks by name ( #1250 )
...
* Sort benchmarks by name
* Update changelog
2 years ago
e320aa91f7
Feature/simplify benchmark configuration ( #1248 )
...
* Simplify benchmark configuration
* Update changelog
2 years ago
0fcfa6c1bd
Bugfix/improve error handling in benchmark calculation ( #1246 )
...
* Improve error handling
* Update changelog
2 years ago
4f8fe83a16
Feature/clean up user database schema ( #1242 )
...
* Clean up user database schema
* Update changelog
2 years ago
980ad1028c
Feature/allow date range change for demo user ( #1243 )
...
* Allow date range change
* 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
c4d83aabe7
Setup tests ( #1234 )
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
0cc42ffd7c
Add end date parameter ( #1224 )
...
* Add end date parameter
2 years ago
0a8549db3e
Release 1.186.1 ( #1222 )
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
a3bfa46fb0
Feature/remove alias from user ( #1218 )
...
* Remove alias
* Update changelog
2 years ago
8cb1b3f925
Feature/decrease rate limiter duration ( #1217 )
...
* Decrease rate limiter duration
* Update changelog
2 years ago
35963580bc
Bugfix/improve error handling in portfolio calculations ( #1215 )
...
* Improve error handling
* Update changelog
2 years ago
cf2c5bad02
Bugfix/change environment variables redis host and port to mandatory ( #1211 )
...
* Change REDIS_HOST and REDIS_PORT to mandatory
* Update changelog
2 years ago
7a9fd18407
Feature/improve markets overview ( #1206 )
...
* Improve markets overview
* Update changelog
2 years ago
0e29278e96
Feature/add alias to access ( #1193 )
...
* Add alias to access
* 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
df0e9ad03b
Bugfix/fix division by zero in benchmarks calculation ( #1177 )
...
* Fix division by zero error
* Update changelog
2 years ago
52f0fb5ab8
Release 1.180.1 ( #1170 )
2 years ago
7fa4e6ebd2
Feature/resolve feature graphic of blog post ( #1168 )
...
* Resolve feature graphic of blog post
* Update changelog
2 years ago
70d670b711
Bugfix/fix license ( #1160 )
...
* Fix license
* Update changelog
2 years ago
dc5052f7dc
Feature/set up language localization for german ( #1153 )
...
* Set up language localization for German
* Update changelog
2 years ago
108c0c13c4
Release 1.179.5 ( #1150 )
2 years ago
e4e0a7d9f0
Release 1.179.1 ( #1144 )
2 years ago
81245635af
Feature/setup i18n ( #1139 )
...
* Setup i18n
* Update changelog
2 years ago
c5e6602102
Improve filter by asset class ( #1135 )
2 years ago
dbc38e705e
Feature/add url to symbol profile overrides ( #1132 )
...
* Add url to symbol profile overrides
* Improve filter by asset class
* Update changelog
2 years ago
4ccabde251
Feature/simplify exchange rate service initialization ( #1128 )
...
* Simplify initialization
* Update changelog
2 years ago
69bc1d67e1
Bugfix/fix database connection error handling ( #1125 )
...
* Fix database connection error handling
* Update changelog
2 years ago
51431a7fb2
Feature/add ghostfolio as default to data sources ( #1122 )
...
* Add GHOSTFOLIO
* Update changelog
2 years ago
148f6f8762
Feature/refactor env variables access ( #1116 )
...
* Refactor env variables access
* Update changelog
2 years ago
9f2a49a1c7
Feature/introduce max number of symbols per data provider request ( #1111 )
...
* Introduce maximum number of symbols per request
* Set log level settings
* Update changelog
2 years ago
81217b35ef
Feature/add comment to activity ( #1097 )
...
* Add comment to activity
* Update changelog
2 years ago
71c7e37b5a
Bugfix/fix currency inconsistency with usx ( #1094 )
...
* Support USX
* Update changelog
2 years ago
d887de50d2
Feature/setup internet identity ( #1080 )
...
* Setup Internet Identity as social login provider
* Update changelog
2 years ago
e444d717e5
Add tests for investments by month ( #1089 )
...
* Fix investments by month
* Add tests for investments and investments by month
* Update changelog
2 years ago
364f1ad9b9
Feature/add support for ust usd ( #1085 )
...
* Add UST
* Update changelog
2 years ago
2394cbd6fe
Feature/support tags in create and update order dto ( #1084 )
...
* Support tags in create or update order
* Update changelog
2 years ago
a74d5cce20
Feature/remove activities import limit for premium users ( #1082 )
...
* Remove activities import limit for premium users
* Update changelog
2 years ago
95bcc3f32d
Feature/remove alias from user interface ( #1083 )
...
* Remove alias from user interface
* Update changelog
2 years ago
d10227bc39
Feature/add support for luna2 and songbird cryptocurrencies ( #1075 )
...
* Add LUNA2 and SGB1
* Update changelog
2 years ago
4e214c32e8
Feature/update cryptocurrencies.json 20220714 ( #1074 )
...
* Update cryptocurrencies.json
* Update changelog
2 years ago
2388c494df
Feature/handle currency pair inconsistency in yahoo finance service ( #1069 )
...
* Handle occasional currency pair inconsistency: GBP=X instead of USDGBP=X
* Update changelog
2 years ago
0e0592180f
Add current month ( #1067 )
2 years ago
60e2aff488
Extend investment timeline by month ( #1066 )
...
* Extend investment timeline grouped by month
* Update changelog
2 years ago
30835ced88
Bugfix/fix holdings for basic users ( #1064 )
...
* Fix holdings for basic users
* 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
eb059a024a
Feature/delete data in data gathering by symbol ( #1039 )
...
* Delete market data
* Update changelog
2 years ago
1ff736537c
Feature/add positions table to public page ( #1037 )
...
* Add positions table
* Update changelog
2 years ago
1610150427
Bugfix/fix currency conversion of ila to ils ( #1026 )
...
* Fix currency conversion: ILA to ILS
* Update changelog
2 years ago
cff8acd7b1
Clean up ( #1022 )
2 years ago
aba562cb35
Bugfix/fix error handling for missing market prices ( #1023 )
...
* Add fallback for missing market price
* 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
2dfd779444
Bugfix/fix no data provider has been found in search ( #1017 )
...
* Fix default value of DATA_SOURCES
* Update changelog
2 years ago
3332ade3d3
Feature/filter public endpoint by equity asset class ( #1014 )
...
* Filter by ASSET_CLASS: EQUITY
* Update changelog
2 years ago
8d2e110e3d
Feature/change default host ( #1013 )
...
* Change default host to 0.0.0.0
* Update changelog
2 years ago
58eeff7001
Feature/expose the environment variable host ( #1007 )
...
* Expose environment variable: HOST
* 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
2abe399ebd
Bugfix/force reload accounts of user after change ( #994 )
...
* Force reload of accounts after change
* Update changelog
2 years ago
4cb9a3b142
Feature/refresh cryptocurrencies list ( #998 )
...
* Use cryptocurrencies list instead of outdated npm package
* Update changelog
2 years ago
e63578d8ce
Feature/add guards to local comparison ( #986 )
...
* Add guards
* Improve labels
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
f1e06347d3
Feature/add data source eod historical data ( #974 )
...
* Add EOD Historical Data as a data source
* Update changelog
2 years ago
697e92f818
Feature/finalize exposing redis password env variable ( #975 )
...
* Add hints
* Update changelog
2 years ago
b678998801
Feature/add-redis-password ( #947 )
...
* Expose REDIS_PASSWORD
2 years ago
bbe30218bd
Feature/remove dependency round to ( #972 )
...
* Remove round-to dependency
* Update changelog
2 years ago
e79be9f2d6
Feature/do not tweet on weekend ( #961 )
...
* Do not tweet on the weekend
* Update changelog
2 years ago
69088b93a6
Feature/add value redaction as interceptor ( #960 )
...
* Add value redaction as interceptor
* 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
f48832c671
Bugfix/add missing conversion of countries ( #941 )
...
* Add missing conversion of countries for SymbolProfileOverrides
* Update changelog
2 years ago
af0863d193
Bugfix/fix currency conversion in accounts ( #937 )
...
* Fix currency conversion in accounts
* Update changelog
2 years ago
f5819cc399
Bugfix/fix countries in symbol profile overrides ( #936 )
...
* Fix countries
* Update changelog
2 years ago
977c5a9544
Feature/skip data enhancement if data is inaccurate ( #935 )
...
* Skip data enhancer if data is inaccurate
* 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
c1d460cead
Improve filtering ( #901 )
2 years ago
dfa67b275c
Feature/improve filtering on allocations page ( #900 )
...
* Include cash positions on allocations page (with no filtering)
* 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
57314d62ee
Feature/improve allocations page with no filter ( #887 )
...
* Improve accounts for no filters
* 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
3 years ago
01103f3db4
Feature/add asset and asset sub class to wealth items form ( #880 )
...
* Add asset and asset sub class
* Update changelog
3 years ago
751256f158
Feature/add support for real estate and precious metal ( #878 )
...
* Add support for real estate and precious metal
* Update changelog
3 years ago
04044f8720
Support futures ( #845 )
...
* Support futures
* Upgrade yahoo-finance2 to version 2.3.2
* Update changelog
3 years ago
da27504aa1
Add orderBy statement to make debugging easier ( #868 )
3 years ago
b7bbc029ac
Feature/render tags in dialogs ( #864 )
...
* Render tags
* Update changelog
3 years ago
c61a415fb2
Bugfix/change date to utc in data gathering service ( #867 )
...
* Change date to UTC
* Update changelog
3 years ago
bad9d17c44
Setup allocations page and endpoint ( #859 )
...
* Setup tagging system
* Update changelog
3 years ago
ea89ca5734
Feature/simplify ids in database schema ( #861 )
...
* Simplify ids in database schema
* Access
* Order
* Subscription
* Update changelog
3 years ago
1b03ddc586
Feature/add symbol profile overrides model ( #851 )
...
* Add symbol profile overrides model
* Update changelog
3 years ago
20358d9105
Feature/persist savings rate ( #849 )
...
* Persist savings rate
* Update changelog
3 years ago
90efc2ac51
Feature/beautify etf names in asset profile ( #842 )
...
* Beautify ETF names
* Update changelog
3 years ago
82ede2fe32
Bugfix/fix fear and greed data source ( #840 )
...
* Fix data source of Fear & Greed Index
* Update changelog
3 years ago
ec2ecab751
Clean up name ( #834 )
3 years ago
ba7c98d325
Add test case for BUY and SELL (partially) ( #826 )
...
* Add test case for BUY and SELL (partially)
* Fix investment calculation for sell activities
* Do not show total value if sell activity
* Update changelog
3 years ago
65e062ad26
Simplify search ( #828 )
...
* Simplify search
* Update changelog
3 years ago
8526b5a027
Feature/export draft activities as ics ( #830 )
...
* Export draft activities as ICS
* Update changelog
3 years ago
d5ba624403
Feature/add support for terra ( #820 )
...
* Add Terra (LUNA1-USD)
* Update changelog
3 years ago
9b49ed77f7
Feature/add support for thor chain ( #819 )
...
* Add THORChain (RUNE-USD)
* Update changelog
3 years ago
67f2b326f3
Switch to new calculation engine ( #814 )
...
* Switch to new calculation engine
* Clean up old portfolio calculation engine (#815 )
* Rename new portfolio calculation engine (#816 )
* Update changelog
3 years ago
957200854c
Feature/improve empty state of proportion chart ( #811 )
...
* Improve empty state
* Update changelog
3 years ago
2a854e2574
Various improvements ( #807 )
3 years ago
204c7360c3
Feature/prepare for localized date format ( #803 )
...
* Support localized date and number format
* Update changelog
3 years ago
fa41e25c8f
Release/1.131.1 ( #804 )
...
* Add API version
* Update changelog
3 years ago
ebbdd47fa2
Exclude google login callback endpoint from versioning ( #793 )
3 years ago
65f6bcb166
Feature/harmonize algebraic sign of gross and net performance percent ( #776 )
...
* Harmonize algebraic sign
* 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
6762572658
Feature/setup api versioning ( #783 )
...
* Setup API versioning
* Update changelog
3 years ago
14773bf1aa
Bugfix/fix duplicate currency conversion in account calculations ( #771 )
...
* Fix currency conversion (duplicate)
* Update changelog
3 years ago
b4848be914
Feature/add developed vs emerging markets calculation ( #767 )
...
* Add allocations by market
* Update changelog
3 years ago
86a1589834
Release/1.128.0 ( #763 )
3 years ago
9f67993c03
Feature/fix issue with recent transactions ( #750 )
...
* Fix percentage performance issue with recent transactions
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
32fb3551dc
Feature/add default market price to scraper configuration ( #762 )
...
* Add default market price to scraper configuration
* Update changelog
3 years ago
eb0444603b
Bugfix/fix user currency of public page ( #761 )
...
* Fix user currency
* Update changelog
3 years ago
402d73a12c
Bugfix/fix get quotes for multiple ghostfolio symbols ( #758 )
...
* Support multiple symbols in getQuotes()
* Update changelog
3 years ago
4826a51199
Feature/improve handling of scraper configuration ( #757 )
...
* Improve handling of missing scraper configuration
* Update changelog
3 years ago
122ba9046f
Add type ( #751 )
...
* Add type
* Refactor import to import type
3 years ago
7b6893b5ed
Feature/add support for emergency fund ( #749 )
...
* Add support for emergency fund
* Update changelog
3 years ago
e4908b51aa
Feature/add context to logger ( #745 )
...
* Add contexts
* 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
5bb20f6d5f
Bugfix/fix undefined currencies after creating an activity ( #731 )
...
* Fix issue with undefined currencies after creating an activity
* 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
93d6746739
Refactoring ( #727 )
3 years ago
c02bcd9bd8
Feature/migrate to yahoo finance2 ( #722 )
...
* Migrate to yahoo-finance2
* Add support for mutual funds
* Add url to symbol profile
* Clean up
3 years ago
745ba978a3
Bugfix/fix zen mode ( #723 )
...
* Fix Zen mode
* Update changelog
3 years ago
fed771525e
Feature/extend market data in admin panel ( #716 )
...
* Extend market data view
* Update changelog
3 years ago
a5771f601d
Improve calculation of overall performance percentage ( #701 )
...
* Improve calculation of overall performance percentage
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
ca46a9827a
Do not tweet on Sunday ( #712 )
3 years ago
4ec351369b
Bugfix/add fallback to default account in import ( #709 )
...
* Add fallback to default account if account id is invalid
* Update changelog
3 years ago
baa6a3d0f0
Feature/restructure api modules ( #706 )
...
* Restructure modules
* Update changelog
3 years ago
d3382f0809
Update time ( #707 )
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
809ee97f6f
Add tests ( #693 )
3 years ago
fa66cd5bce
Feature/add countries and sectors to position detail dialog ( #692 )
...
* Add asset and asset sub class
* Add countries and sectors to position detail dialog
* Update changelog
3 years ago
76f70598e2
Feature/add support for wealth items ( #666 )
...
* Add support for wealth items
* Update changelog
3 years ago
86943a5f5b
Feature/harmonize big.js operators ( #686 )
...
* Harmonize big.js operators
* Update changelog
3 years ago
6eb4eae4a9
Feature/fix twr performance 2 ( #684 )
...
* Fix TWR performance
* Weight holding period returns according to their investment value
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
82069da4e2
Bugfix/fix user account creation ( #682 )
...
* Fix the user account creation
* Update changelog
3 years ago
9b5ec0c56d
Feature/fix twr performance ( #679 )
...
* Fix TWR performance
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
65bfe52db4
Feature/simplify admin user sign up ( #675 )
...
* Simplify admin user sign up
* 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
f369996912
Bugfix/fix symbol selection of 7d data gathering ( #670 )
...
* Fix symbol selection of 7d data gathering
* Update changelog
3 years ago
dc424a86ec
Feature/support deleting symbol profile data ( #669 )
...
* Add support for deleting symbol profile data
* Update changelog
3 years ago
5d8bde5a70
Feature/access data source and symbol from symbol profile ( #668 )
...
* Access dataSource and symbol from SymbolProfile
* Update changelog
3 years ago
16360c0c67
Feature/minor code cleanup ( #667 )
...
* Sort imports
* Update changelog
3 years ago
161cb82820
Bugfix/fix data source of fear and greed index ( #663 )
...
* Encode data source
* Update changelog
3 years ago
155c08d665
Transform data source ( #658 )
...
* Transform 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
9d6977e3f7
Feature/support cryptocurrency mina protocol ( #659 )
...
* Support Mina Protocol (MINA-USD)
* Update changelog
3 years ago
919b20197f
import csv with account name or id ( #654 )
...
* import csv with account id
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
65e151151b
Feature/increase fear and greed index to 90 days ( #652 )
...
* Increase fear and greed index to 90 days
* Update changelog
3 years ago
5d3bbb8f30
Feature/improve annualized performance ( #651 )
...
* Improve annualized performance calculation
* Update changelog
3 years ago
bcb7f5f522
Feature/add feature toggle for new calculation engine ( #649 )
...
* Add feature toggle for new calculation engine
* Update changelog
3 years ago
f15b33e950
Portfolio calculator rework ( #632 )
...
* Portfolio calculator rework
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
9c086edffe
Feature/extend historical data view in admin control ( #646 )
...
* Extend market data view
* Update changelog
3 years ago
585f99e4df
Feature/add summary row to activities table ( #645 )
...
* Add summary row to activities table
* Update changelog
3 years ago
38f2930ec6
Feature/improve data provider service ( #637 )
...
* Improve data provider service
* Update changelog
3 years ago
556be61fff
Bugfix/fix unresolved account names in reports ( #636 )
...
* Fix unresolved account names
* Update changelog
3 years ago
0a8d159f78
Bugfix/fix missing symbol profile data connection in import ( #630 )
...
* Fix missing symbol profile data connection in import
* Update changelog
3 years ago
1a4109ebaa
Bugfix/fix fallback to load currencies directly from data provider ( #629 )
...
* Fix fallback
* Update changelog
3 years ago
7df53896f3
Feature/start eliminating data source from order ( #622 )
...
* Start eliminating dataSource from order
* 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
075431d868
Feature/add google sheets as data source ( #620 )
...
* Add google sheets as data source
* Update changelog
3 years ago
07de8f87fc
Set market prices explicitly ( #618 )
...
* Set market prices explicitly
* Set comments explicitly
3 years ago
9ac67b0af2
Feature/expose profile data gathering by symbol endpoint ( #611 )
...
* Expose profile data gathering by symbol endpoint
* Update changelog
3 years ago
1e526852a7
Bugfix/fix mapping for russia in trackinsight data enhancer ( #610 )
...
* Fix mapping for Russia
* 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
029b7bed9a
Bugfix/improve error handling in position api endpoint ( #607 )
...
* Add guards
* Update changelog
3 years ago
cebf879d67
Feature/refactor demo user ( #604 )
...
* Refactor demo user id
* Update changelog
3 years ago
d69a69ce18
Bugfix/fix exception with market state ( #602 )
...
* Fix exception with market state
* 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
438484879d
Bugfix/fix creation of historical data ( #594 )
...
* Fix creation of historical data (upsert instead of update)
* 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
ff638adf03
Feature/add transactions to position detail dialog ( #591 )
...
* Add transactions to position detail dialog
* Update changelog
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
9d3610331a
Add guard ( #582 )
3 years ago
0043b44670
Feature/improve data gathering for currencies ( #581 )
...
* Improve data gathering for currencies, add warning if it fails
* Update changelog
3 years ago
bbc4e64cb4
Bugfix/filter currencies with null value ( #579 )
...
* Filter currencies with null value
* Update changelog
3 years ago
8f583709ef
Feature/add support for cosmos and polkadot ( #577 )
...
* Add support for cryptocurrencies ATOM and DOT
* Update changelog
3 years ago
4c30212a72
Feature/improve data gathering ( #576 )
...
* Eliminate benchmarks to gather
* Optimize 7d data gathering
* Update changelog
3 years ago
3b9a8fabb5
Clean up ( #574 )
3 years ago
5d39b267ab
write portfolio calculator test case for symbol BALN.SW (refs #554 ) ( #572 )
3 years ago
ffaaa14dba
Feature/increase fear and greed index to 30 days ( #571 )
...
* Increase Fear & Greed index to 30 days
* Update changelog
3 years ago
9f545e3e2b
Feature/add cryptocurrency solana ( #563 )
...
* Add support for Solana and clean up symbol conversion (SOL1USD)
* Update changelog
3 years ago
1602f976f0
Feature/convert errors to warnings in portfolio calculator ( #562 )
...
* Convert errors to warnings
* Update changelog
3 years ago
e78755c280
Replace OrderType with Type (prisma) ( #560 )
3 years ago
ddce8cc7f9
Feature/support update of historical data ( #557 )
...
* Support update of historical data
* 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
eff807dd9a
Add tests for yahoo Finance symbol conversion ( #550 )
...
* Add tests for yahoo Finance symbol conversion
* Refactoring
3 years ago
155bf67f60
Bugfix/fix symbol conversion from yahoo finance with hyphen ( #549 )
...
* Fix symbol conversion from Yahoo Finance
* Update changelog
3 years ago
7439c1bf54
fix(custom-cryptocurrencies): add uniswap (uni3) ( #541 )
3 years ago
e255b76053
Feature/check currency in import validation ( #538 )
...
* Check currency in import validation (avoid importing transactions in wrong currency)
* Update changelog
3 years ago
ed7209fb53
Feature/remove transactions import limit ( #536 )
...
* Remove default transactions import limit
* Update changelog
3 years ago
11076592d1
Do not log coupon code ( #533 )
3 years ago
ebee851b23
Feature/support data gathering by symbol and date ( #532 )
...
* Support data gathering by symbol and date
* 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
069660afe4
Feature/increase fear and greed index to 10 days ( #525 )
...
* Increase to 10 days
* Update changelog
3 years ago
4d9a223491
Feature/add system message ( #519 )
...
* Add system message
* Update changelog
3 years ago
aed8f5cf04
Feature/upgrade prisma to version 3.6.0 ( #518 )
...
* Upgrade prisma from version 2.30.2 to 3.6.0
* Update changelog
3 years ago
1beb4de62f
Feature/support additional currencies ( #517 )
...
* Support additional currencies
* Update changelog
3 years ago
3e82de6b21
Feature/add historical data chart of fear and greed index ( #515 )
...
* Add historical data chart of market mood
* Update changelog
3 years ago
563f354e7e
Feature/symbol to uppercase to avoid duplicates ( #514 )
...
* Convert the symbol to uppercase to avoid case-sensitive duplicates
* Update changelog
3 years ago
e96e6c717c
Feature/enable import by default ( #513 )
...
* Enable import by default
* 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
11be6f630f
Feature/expose data gathering by symbol ( #503 )
...
* Expose data gathering by symbol as endpoint
* 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
da6eaa0d77
Harmonize error log ( #499 )
3 years ago
6c07759eb7
Feature/add market data tab to admin control panel ( #497 )
...
* Add market data tab
* Update changelog
3 years ago
72067459d6
Feature/add value to position detail dialog ( #492 )
...
* Add value to position detail dialog
* Update changelog
3 years ago
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
80782f1098
add support for euro cryptocurrencies, ALGO and remove unknown crypto… ( #480 )
...
* add support for euro cryptocurrencies, ALGO and remove unknown cryptocurrencies from list
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
e1932eb5a1
Bugfix/exclude drafts from transaction count ( #473 )
...
* Fix transactions count (exclude drafts)
* Improve wording (summary page)
* Update changelog
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
9df8541145
Feature/log logo on server start ( #466 )
...
* Log logo on server start
* Update changelog
3 years ago
cd76f89902
Feature/increase decimal places for cryptocurrencies ( #462 )
...
* Calculate quantity precision
* Update changelog
3 years ago
e01e039a00
Release 1.72.0 ( #459 )
3 years ago
d60b444324
Release/1.71.0 ( #458 )
...
* Refactor logger
* Fix exception
* Update changelog
3 years ago
d999a27159
Feature/move scraper configuration to symbol profile ( #456 )
...
* Move scraper configuration
* Update changelog
3 years ago
678544748a
Add symbol mapping ( #452 )
...
* Add symbol mapping
* Update changelog
3 years ago
edb66bb166
Feature/extend statistics ( #449 )
...
* Extend statistics
* Update changelog
3 years ago
1397cd62a8
Feature/extend public page ( #445 )
...
* Extend public page
* Update changelog
3 years ago
9133ea38f3
Feature/order accesses ( #441 )
...
* Order accesses
* 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
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
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
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
1050bfa098
Feature/improve yahoo finance symbol conversion ( #402 )
...
* Improve symbol conversion
* Update changelog
3 years ago
fe2bd6eea8
Feature/protect endpoints ( #396 )
...
* Protect endpoints
* 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
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
5d4156ecec
Feature/refactor position detail dialog ( #355 )
...
* Add name to portfolio position endpoint
* Update changelog
3 years ago
3c46bde8d5
Bugfix/fix fear and greed index ( #359 )
...
* Fix fear and greed index
* Refactor fear and greed index symbol
* GF.FEAR_AND_GREED_INDEX -> _GF_FEAR_AND_GREED_INDEX
* Update changelog
3 years ago
63ee33b685
Use 'import type' to import types, eliminate webpack warnings ( #358 )
3 years ago
9cbf789c22
Bugfix/fix values in position detail dialog ( #351 )
...
* Nullify netPerformance
* Introduce precision
* Update changelog
3 years ago
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
4c194c938a
Feature/add contributors count to statistics ( #342 )
...
* Add contributors count to statistics
* Update changelog
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
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
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
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
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
37358fb480
Bugfix/add fallback if exchange service is not initialized ( #264 )
...
* Add fallback and log error
* 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
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
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
Thomas Kaul
Francisco Silva
Visrut
FabioAzevedo0619
Robbert Coeckelbergh
Oleg Shvartsman
Mirio
Jason Feng
Yash Solanki
BeauAgst
gobdevel
Delena Malan
Mitchell
willyp713
gizmodus
Ronald Konjer
Valentin Zickner
Rafael Augusto de Oliveira
Matthias Frey