bdf72164b1
Feature/break down emergency fund by cash and assets ( #2159 )
...
* Break down emergency fund in cash and assets
* Update changelog
1 year ago
455a2d2e92
Refactor value to valueInBaseCurrency ( #2160 )
1 year ago
68a9a7f6f9
Feature/add queries to market data table in admin control ( #2153 )
...
* Add queries
* ETF_WITHOUT_COUNTRIES
* ETF_WITHOUT_SECTORS
* Update changelog
1 year ago
b633132757
Feature/upgrade prisma to version 4.16.2 ( #2109 )
...
* Upgrade prisma to version 4.16.2
* Update changelog
1 year ago
ed735e0b29
Feature/disable caching in health check endpoints for data providers ( #2147 )
...
* Disable caching in health check endpoint
* Update changelog
1 year ago
d3234f9e77
Feature/add blog post exploring the path to fire ( #2113 )
...
* Add blog post: Exploring the Path to FIRE
* Update changelog
1 year ago
e62da06c5c
Feature/extend scraper configuration support ( #2110 )
...
* Extend scraper configuration support
* Update changelog
1 year ago
b7f635bdfc
Increase frequency ( #2111 )
1 year ago
0a465f125d
Feature/add pagination to market data table in admin control panel ( #2108 )
...
* Add pagination
* Update changelog
1 year ago
6a802a62a0
Add ability to search for indices and fix gf-symbol-autocomplete validation ( #2094 )
...
* Bugfix/Fix gf-symbol-autocomplete validation
* Feature/Add ability to search for indices
* Update changelog
1 year ago
54ea6c84b4
Feature/add caching for quotes ( #2095 )
...
* Add caching for quotes
* Update changelog
1 year ago
d0a4f5c000
Feature/added ability to add asset profile in admin control panel ( #2075 )
...
* Added ability to add asset profile in admin control panel
* Update changelog
1 year ago
06dfb91f82
Release 1.280.1 ( #2069 )
1 year ago
be36050d76
Release 1.280.0 ( #2068 )
1 year ago
7931e6950d
Feature/add support for liabilities ( #1789 )
...
* Add support for liabilities
* Update changelog
1 year ago
9116443305
Feature/support note in accounts ( #2063 )
...
* Add support for a note in accounts
* Update changelog
1 year ago
d630fb900d
Feature/add investment streaks ( #2042 )
...
* Add investment streaks
* Current streak
* Longest streak
* Add unit to value component
* Update changelog
1 year ago
9db675b955
Feature/improve get symbol data endpoint ( #2041 )
...
* Add default value to query parameter
* Update changelog
1 year ago
6e5f0086a1
Bugfix/fix price when creating subscription ( #2037 )
...
* Fix price
* 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
85052bc9bc
Bugfix/fix buying power calculation with emergency fund tag ( #1713 )
...
* Fix buying power calculation
* 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
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
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
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
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
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
49ce4803ce
Feature/add support to manage tags in create or edit activity dialog ( #1532 )
...
* Add support to manage tags
* 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
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
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
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
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
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
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
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
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
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
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
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
81217b35ef
Feature/add comment to activity ( #1097 )
...
* Add comment to activity
* 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
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
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
1ff736537c
Feature/add positions table to public page ( #1037 )
...
* Add positions table
* 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
3332ade3d3
Feature/filter public endpoint by equity asset class ( #1014 )
...
* Filter by ASSET_CLASS: EQUITY
* 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
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
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
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
af0863d193
Bugfix/fix currency conversion in accounts ( #937 )
...
* Fix currency conversion in accounts
* 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
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
b7bbc029ac
Feature/render tags in dialogs ( #864 )
...
* Render tags
* 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
20358d9105
Feature/persist savings rate ( #849 )
...
* Persist savings rate
* 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
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
8526b5a027
Feature/export draft activities as ics ( #830 )
...
* Export draft activities as ICS
* 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
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
eb0444603b
Bugfix/fix user currency of public page ( #761 )
...
* Fix user currency
* Update changelog
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
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
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
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
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
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
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
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
0a8d159f78
Bugfix/fix missing symbol profile data connection in import ( #630 )
...
* Fix missing symbol profile data connection in import
* 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
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
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
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
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
49f46e1a1e
Bugfix/improve allocations by currency with cash balances ( #508 )
...
* Improve allocations by currency in combination with cash balances
* 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
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
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
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
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
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 )
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* Setup public portfolio page
* Update changelog
3 years ago
b57301ef50
Feature/extend import validation message ( #421 )
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* Extend import validation message
* Update changelog
3 years ago
2e5176bacf
Feature/extend import by csv files ( #419 )
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* Support import of csv files
* Update changelog
3 years ago
f06a0fbbee
Feature/validate duplicate orders for import ( #416 )
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* Validate duplicate orders
* Update changelog
3 years ago
Thomas Kaul
Arghya Ghosh
Francisco Silva
Visrut
FabioAzevedo0619
Robbert Coeckelbergh
Oleg Shvartsman
Mirio
Yash Solanki
gobdevel
Mitchell
willyp713
gizmodus
Ronald Konjer
Valentin Zickner