# Changelog All notable changes to this project will be documented in this file. The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/), and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html). ## Unreleased ### Changed - Refreshed the cryptocurrencies list - Refactored various pages to standalone components - Upgraded `body-parser` from version `1.20.1` to `1.20.2` - Upgraded `zone.js` from version `0.14.4` to `0.14.5` ## 2.81.0 - 2024-05-12 ### Added - Added an indicator for active filters (experimental) ### Changed - Improved the delete all activities functionality on the portfolio activities page to work with the filters of the assistant - Improved the language localization for German (`de`) - Improved the language localization for Türkçe (`tr`) - Upgraded `Nx` from version `18.3.3` to `19.0.2` ### Fixed - Fixed the position detail dialog close functionality ## 2.80.0 - 2024-05-08 ### Added - Added the absolute change column to the holdings table on the home page ### Changed - Increased the spacing around the floating action buttons (FAB) - Set the icon column of the activities table to stick at the beginning - Set the icon column of the holdings table to stick at the beginning - Increased the number of attempts of queue jobs from `10` to `12` (fail later) - Upgraded `ionicons` from version `7.3.0` to `7.4.0` ### Fixed - Fixed the position detail dialog open functionality when searching for a holding in the assistant ## 2.79.0 - 2024-05-04 ### Changed - Moved the holdings table to the holdings tab of the home page - Improved the performance labels (with and without currency effects) in the position detail dialog - Optimized the calculations of the portfolio details endpoint ### Fixed - Fixed an issue with the benchmarks in the markets overview - Fixed an issue with the _Fear & Greed Index_ (market mood) in the markets overview ## 2.78.0 - 2024-05-02 ### Added - Added a form validation against the DTO in the create or update access dialog - Added a form validation against the DTO in the asset profile details dialog of the admin control - Added a form validation against the DTO in the platform management of the admin control panel - Added a form validation against the DTO in the tag management of the admin control panel ### Changed - Set the performance column of the holdings table to stick at the end - Skipped the caching in the portfolio calculator if there are active filters (experimental) - Improved the `INACTIVE` user role ### Fixed - Fixed an issue in the calculation of the portfolio summary caused by future liabilities - Fixed a division by zero error in the dividend yield calculation (experimental) ## 2.77.1 - 2024-04-27 ### Added - Extended the content of the _Self-Hosting_ section by the custom asset instructions on the Frequently Asked Questions (FAQ) page - Added the caching to the portfolio calculator (experimental) ### Changed - Migrated the `@ghostfolio/ui` components to control flow - Updated the browserslist database - Upgraded `prisma` from version `5.12.1` to `5.13.0` ### Fixed - Fixed the form submit in the asset profile details dialog of the admin control due to the `url` validation - Fixed the historical market data gathering for asset profiles with `MANUAL` data source ## 2.76.0 - 2024-04-23 ### Changed - Changed `CASH` to `LIQUIDITY` in the asset class enum ## 2.75.1 - 2024-04-21 ### Added - Added `accountId` and `date` as a unique constraint to the `AccountBalance` database schema ### Changed - Improved the chart in the account detail dialog - Improved the account balance management ### Fixed - Fixed an issue with `totalValueInBaseCurrency` in the value redaction interceptor for the impersonation mode ## 2.74.0 - 2024-04-20 ### Added - Added the date range support to the portfolio holdings page - Added support to create an account balance ### Changed - Removed the date range support in the activities table on the portfolio activities page (experimental) - Improved the language localization for German (`de`) - Upgraded `angular` from version `17.3.3` to `17.3.5` - Upgraded `Nx` from version `18.2.3` to `18.3.3` ### Fixed - Fixed gaps in the portfolio performance charts by considering `BUY` and `SELL` activities ## 2.73.0 - 2024-04-17 ### Added - Added a form validation against the DTO in the create or update account dialog - Added a form validation against the DTO in the create or update activity dialog ### Changed - Moved the dividend calculations into the portfolio calculator - Moved the fee calculations into the portfolio calculator - Moved the interest calculations into the portfolio calculator - Moved the liability calculations into the portfolio calculator - Moved the (wealth) item calculations into the portfolio calculator - Let queue jobs for asset profile data gathering fail by throwing an error - Let queue jobs for historical market data gathering fail by throwing an error - Upgraded `yahoo-finance2` from version `2.11.1` to `2.11.2` ## 2.72.0 - 2024-04-13 ### Added - Added support to immediately execute a queue job from the admin control panel - Added a priority column to the queue jobs view in the admin control panel ### Changed - Adapted the priorities of queue jobs - Upgraded `angular` from version `17.2.4` to `17.3.3` - Upgraded `Nx` from version `18.1.2` to `18.2.3` - Upgraded `prisma` from version `5.11.0` to `5.12.1` - Upgraded `yahoo-finance2` from version `2.11.0` to `2.11.1` ### Fixed - Fixed an issue in the public page ## 2.71.0 - 2024-04-07 ### Added - Added the dividend yield to the position detail dialog (experimental) - Added support to override the asset class of an asset profile in the asset profile details dialog of the admin control - Added support to override the asset sub class of an asset profile in the asset profile details dialog of the admin control - Added support to override the url of an asset profile in the asset profile details dialog of the admin control - Added the asset profile icon to the asset profile details dialog of the admin control - Added the platform icon to the create or update platform dialog of the admin control - Extended the rules in the _X-ray_ section by a `key` - Added `currency` to the `Order` database schema as a preparation to set a custom currency - Extended the content of the _Self-Hosting_ section by the data providers on the Frequently Asked Questions (FAQ) page ### Changed - Optimized the calculation of allocations by market - Improved the url validation in the create and update platform endpoint - Improved the language localization for German (`de`) ### Fixed - Fixed the missing tags in the portfolio calculations ## 2.70.0 - 2024-04-02 ### Added - Set up the language localization for Chinese (`zh`) - Added `init: true` to the `docker-compose` files (`docker-compose.yml` and `docker-compose.build.yml`) to avoid zombie processes - Set up _Webpack Bundle Analyzer_ ### Changed - Disabled the option to update the cash balance of an account if date is not today - Improved the usability of the date range support by specific years (`2023`, `2022`, `2021`, etc.) in the assistant (experimental) - Introduced a factory for the portfolio calculations to support different algorithms in future ### Fixed - Fixed the duplicated tags in the position detail dialog - Removed `Tini` from the docker image ## 2.69.0 - 2024-03-30 ### Added - Added the date range support in the activities table on the portfolio activities page (experimental) - Extended the date range support by specific years (`2021`, `2022`, `2023`, etc.) in the assistant (experimental) - Set up `Tini` to avoid zombie processes and perform signal forwarding in docker image ### Changed - Improved the usability to delete an asset profile in the historical market data table and the asset profile details dialog of the admin control ### Fixed - Added missing dates to edit historical market data in the asset profile details dialog of the admin control panel ## 2.68.0 - 2024-03-29 ### Added - Extended the export functionality by the user account’s currency - Added support to override the name of an asset profile in the asset profile details dialog of the admin control ### Changed - Optimized the portfolio calculations ### Fixed - Fixed the chart tooltip of the benchmark comparator - Fixed an issue with names in the activities table on the portfolio activities page while using symbol profile overrides ## 2.67.0 - 2024-03-26 ### Added - Added support for the cryptocurrency _Toncoin_ (`TON11419-USD`) ### Changed - Replaced `Math.random()` with `crypto.randomBytes()` for generating cryptographically secure random strings - Upgraded `ionicons` from version `7.1.0` to `7.3.0` - Upgraded `yahoo-finance2` from version `2.10.0` to `2.11.0` - Upgraded `zone.js` from version `0.14.3` to `0.14.4` ## 2.66.3 - 2024-03-23 ### Added - Extended the content of the _SaaS_ and _Self-Hosting_ sections by the backup strategy on the Frequently Asked Questions (FAQ) page - Added an index for `dataSource` / `symbol` to the market data database table ### Changed - Improved the chart tooltip of the benchmark comparator by adding the benchmark name - Upgraded `angular` from version `17.1.3` to `17.2.4` - Upgraded `Nx` from version `18.0.4` to `18.1.2` ### Fixed - Fixed the missing portfolio performance chart in the _Presenter View_ / _Zen Mode_ ## 2.65.0 - 2024-03-19 ### Added - Added the symbol and ISIN number to the position detail dialog - Added support to delete an asset profile in the asset profile details dialog of the admin control ### Changed - Moved the support to grant private access with permissions from experimental to general availability - Set the meta theme color dynamically to respect the appearance (dark mode) - Improved the usability to edit market data in the admin control panel ## 2.64.0 - 2024-03-16 ### Added - Added a toggle to switch between active and closed holdings on the portfolio holdings page - Added support to update the cash balance of an account when adding a fee activity - Added support to update the cash balance of an account when adding an interest activity - Extended the content of the _General_ section by the product roadmap on the Frequently Asked Questions (FAQ) page ### Changed - Improved the usability of the platform management in the admin control panel - Improved the usability of the tag management in the admin control panel - Improved the exception handling of various rules in the _X-ray_ section - Increased the timeout to load benchmarks - Upgraded `prisma` from version `5.10.2` to `5.11.0` ### Fixed - Fixed an issue in the dividend calculation of the portfolio holdings - Fixed the date conversion of the import of historical market data in the admin control panel ## 2.63.2 - 2024-03-12 ### Added - Extended the content of the _Self-Hosting_ section by available home server systems on the Frequently Asked Questions (FAQ) page - Added support for the cryptocurrency _Real Smurf Cat_ (`SMURFCAT-USD`) ### Changed - Upgraded `@simplewebauthn/browser` and `@simplewebauthn/server` from version `8.3` to `9.0` - Upgraded `countries-list` from version `2.6.1` to `3.1.0` - Upgraded `yahoo-finance2` from version `2.9.1` to `2.10.0` ### Fixed - Fixed an issue in the performance calculation caused by multiple `SELL` activities on the same day - Fixed an issue in the calculation on the allocations page caused by liabilities - Fixed an issue with the currency in the request to get quotes from _EOD Historical Data_ ## 2.62.0 - 2024-03-09 ### Changed - Optimized the calculation of the accounts table - Optimized the calculation of the portfolio holdings - Integrated dividend into the transaction point concept in the portfolio service - Removed the environment variable `WEB_AUTH_RP_ID` ### Fixed - Fixed an issue in the calculation of the portfolio summary caused by future liabilities - Fixed an issue with removing a linked account from a (wealth) item activity ## 2.61.1 - 2024-03-06 ### Fixed - Fixed an issue in the account value calculation caused by liabilities ## 2.61.0 - 2024-03-04 ### Changed - Optimized the calculation of the portfolio summary ### Fixed - Fixed the activities import (query parameter handling) ## 2.60.0 - 2024-03-02 ### Added - Added support for the cryptocurrency _Uniswap_ (`UNI7083-USD`) ### Changed - Improved the usability of the benchmarks in the markets overview - Integrated (wealth) items into the transaction point concept in the portfolio service - Refreshed the cryptocurrencies list ### Fixed - Fixed a missing value in the activities table on mobile - Fixed a missing value on the public page - Displayed the button to fetch the current market price only if the activity is from today ## 2.59.0 - 2024-02-29 ### Added - Added an index for `isExcluded` to the account database table - Extended the content of the _Self-Hosting_ section on the Frequently Asked Questions (FAQ) page ### Changed - Improved the activities import by `isin` in the _Yahoo Finance_ service ### Fixed - Fixed an issue with the exchange rate calculation of (wealth) items in accounts ## 2.58.0 - 2024-02-27 ### Changed - Improved the handling of activities without account ### Fixed - Fixed the query to filter activities of excluded accounts - Improved the asset profile validation in the activities import ## 2.57.0 - 2024-02-25 ### Changed - Moved the break down of the performance into asset and currency on the analysis page from experimental to general availability - Restructured the `copy-assets` `Nx` target ### Fixed - Changed the performances of the _Top 3_ and _Bottom 3_ performers on the analysis page to take the currency effects into account ## 2.56.0 - 2024-02-24 ### Changed - Switched the performance calculations to take the currency effects into account - Removed the `isDefault` flag from the `Account` database schema - Exposed the database index of _Redis_ as an environment variable (`REDIS_DB`) - Improved the language localization for German (`de`) - Upgraded `prisma` from version `5.9.1` to `5.10.2` ### Fixed - Added the missing default currency to the prepare currencies function in the exchange rate data service ## 2.55.0 - 2024-02-22 ### Added - Added indexes for `alias`, `granteeUserId` and `userId` to the access database table - Added indexes for `currency`, `name` and `userId` to the account database table - Added indexes for `accountId`, `date` and `updatedAt` to the account balance database table - Added an index for `userId` to the auth device database table - Added indexes for `marketPrice` and `state` to the market data database table - Added indexes for `date`, `isDraft` and `userId` to the order database table - Added an index for `name` to the platform database table - Added indexes for `assetClass`, `currency`, `dataSource`, `isin`, `name` and `symbol` to the symbol profile database table - Added an index for `userId` to the subscription database table - Added an index for `name` to the tag database table - Added indexes for `accessToken`, `createdAt`, `provider`, `role` and `thirdPartyId` to the user database table ### Changed - Improved the validation for `currency` in various endpoints - Harmonized the setting of a default locale in various components - Set the parser to `angular` in the `prettier` options ## 2.54.0 - 2024-02-19 ### Added - Added an index for `id` to the account database table - Added indexes for `dataSource` and `date` to the market data database table - Added an index for `accountId` to the order database table ## 2.53.1 - 2024-02-18 ### Added - Added an accounts tab to the position detail dialog - Added `INACTIVE` as a new user role ### Changed - Improved the usability of the holdings table - Refactored the query to filter activities of excluded accounts - Eliminated the search request to get quotes in the _EOD Historical Data_ service - Improved the language localization for German (`de`) - Upgraded `ng-extract-i18n-merge` from version `2.9.1` to `2.10.0` ## 2.52.0 - 2024-02-16 ### Added - Added a loading indicator to the dividend timeline on the analysis page - Added a loading indicator to the investment timeline on the analysis page - Added support for the cryptocurrency _Jupiter_ (`JUP29210-USD`) ### Changed - Divided the content of the Frequently Asked Questions (FAQ) page into three sections: _General_, _Cloud (SaaS)_ and _Self-Hosting_ ### Fixed - Fixed an issue with the X-axis scale of the dividend timeline on the analysis page - Fixed an issue with the X-axis scale of the investment timeline on the analysis page ## 2.51.0 - 2024-02-12 ### Changed - Improved the ordered list of the _Top 3_ and _Bottom 3_ performers on the analysis page in Safari - Replaced `import-sort` with `prettier-plugin-sort-imports` - Upgraded `eslint` dependencies - Upgraded `Nx` from version `17.2.8` to `18.0.4` ### Fixed - Fixed the date conversion of the import of historical market data in the admin control panel ## 2.50.0 - 2024-02-11 ### Added - Introduced a setting to disable the data gathering in the admin control ### Changed - Harmonized the environment variables of various API keys - Upgraded `prisma` from version `5.8.1` to `5.9.1` ### Todo - Rename the environment variable from `ALPHA_VANTAGE_API_KEY` to `API_KEY_ALPHA_VANTAGE` - Rename the environment variable from `BETTER_UPTIME_API_KEY` to `API_KEY_BETTER_UPTIME` - Rename the environment variable from `EOD_HISTORICAL_DATA_API_KEY` to `API_KEY_EOD_HISTORICAL_DATA` - Rename the environment variable from `FINANCIAL_MODELING_PREP_API_KEY` to `API_KEY_FINANCIAL_MODELING_PREP` - Rename the environment variable from `OPEN_FIGI_API_KEY` to `API_KEY_OPEN_FIGI` - Rename the environment variable from `RAPID_API_API_KEY` to `API_KEY_RAPID_API` ## 2.49.0 - 2024-02-09 ### Added - Added a button to apply the active filters in the assistant ### Changed - Moved the assistant from experimental to general availability - Improved the usability by reloading the content with a logo click on the home page - Upgraded `yahoo-finance2` from version `2.9.0` to `2.9.1` ## 2.48.1 - 2024-02-06 ### Fixed - Added the missing data provider information to the _CoinGecko_ service ## 2.48.0 - 2024-02-05 ### Added - Extended the assistant by an asset class selector (experimental) - Added the data provider information to the search endpoint ### Changed - Improved the usability of the account selector in the assistant (experimental) - Improved the usability of the tag selector in the assistant (experimental) - Improved the error logs for a timeout in the data provider services - Refreshed the cryptocurrencies list - Upgraded `prettier` from version `3.2.4` to `3.2.5` ## 2.47.0 - 2024-02-02 ### Changed - Improved the tag selector to only show used tags in the assistant (experimental) - Improved the language localization for German (`de`) - Upgraded `prettier` from version `3.2.1` to `3.2.4` ### Fixed - Fixed a rendering issue caused by the date range selector in the assistant (experimental) - Fixed an issue with the currency conversion in the investment timeline - Fixed the export in the lazy-loaded activities table on the portfolio activities page (experimental) ## 2.46.0 - 2024-01-28 ### Added - Added a button to reset the active filters in the assistant (experimental) ### Changed - Migrated the portfolio allocations to work with the filters of the assistant (experimental) - Migrated the portfolio holdings to work with the filters of the assistant (experimental) ## 2.45.0 - 2024-01-27 ### Added - Extended the assistant by an account selector (experimental) - Added support to grant private access with permissions (experimental) - Added `permissions` to the `Access` model ### Changed - Migrated the tag selector to a form group in the assistant (experimental) - Formatted the name in the _EOD Historical Data_ service - Improved the language localization for German (`de`) ### Fixed - Fixed the import for activities with `MANUAL` data source and type `FEE`, `INTEREST`, `ITEM` or `LIABILITY` - Removed holdings with incomplete data from the _Top 3_ and _Bottom 3_ performers on the analysis page ## 2.44.0 - 2024-01-24 ### Fixed - Improved the validation for non-numeric results in the _EOD Historical Data_ service ## 2.43.1 - 2024-01-23 ### Added - Extended the date range support by week to date (`WTD`) and month to date (`MTD`) in the assistant (experimental) - Added support for importing dividends from _EOD Historical Data_ - Added `healthcheck` for the _Ghostfolio_ service to the `docker-compose` files (`docker-compose.yml` and `docker-compose.build.yml`) ### Changed - Improved the usability of the link to manage the benchmarks in the benchmark comparator with an icon ## 2.42.0 - 2024-01-21 ### Added - Added support to edit countries in the asset profile details dialog of the admin control - Added support to edit sectors in the asset profile details dialog of the admin control ### Changed - Improved the handling of derived currencies - Improved the labels in the portfolio evolution chart and investment timeline on the analysis page - Improved the language localization for German (`de`) - Upgraded `prisma` from version `5.7.1` to `5.8.1` ### Fixed - Fixed an issue in the performance calculation with the currency conversion of fees ## 2.41.0 - 2024-01-16 ### Added - Added the holdings table to the account detail dialog - Validated the currency of the search results in the _EOD Historical Data_ service ### Changed - Increased the timeout to load historical data in the data provider service - Improved the asset profile validation for `MANUAL` data source in the activities import ## 2.40.0 - 2024-01-15 ### Changed - Increased the robustness of the exchange rates by always getting quotes in the exchange rate data service ## 2.39.0 - 2024-01-14 ### Changed - Improved the alignment in the portfolio performance chart ### Fixed - Fixed the currency in the error log of the exchange rate data service - Fixed an issue with the currency inconsistency in the _EOD Historical Data_ service (convert from `ZAR` to `ZAc`) ## 2.38.0 - 2024-01-13 ### Added - Broken down the performance into asset and currency on the analysis page (experimental) - Added support for international formatted numbers in the scraper configuration - Added the attribute `locale` to the scraper configuration to parse the number ### Changed - Improved the indicator for delayed market data in the client - Prepared the portfolio calculation for exchange rate effects - Upgraded `prettier` from version `3.1.1` to `3.2.1` ## 2.37.0 - 2024-01-11 ### Changed - Improved the chart size in the asset profile details dialog of the admin control - Updated the `docker compose` instructions to _Compose V2_ in the documentation ### Fixed - Fixed the hidden fifth tab on mobile ## 2.36.0 - 2024-01-07 ### Added - Extended the assistant by a tag selector (experimental) - Added support to set a _CoinGecko_ Demo API key via environment variable (`API_KEY_COINGECKO_DEMO`) - Added support to set a _CoinGecko_ Pro API key via environment variable (`API_KEY_COINGECKO_PRO`) ### Changed - Improved the language localization for German (`de`) - Removed the `AccountType` enum - Refreshed the cryptocurrencies list ## 2.35.0 - 2024-01-06 ### Added - Added support to grant private access - Added a hint for _Time-Weighted Rate of Return_ (TWR) to the portfolio summary tab on the home page - Added support for REST APIs (`JSON`) via the scraper configuration - Enabled the _Redis_ authentication in the `docker-compose` files - Set up a git-hook to format the code before any commit ### Changed - Improved the user interface of the access table to share the portfolio - Improved the style of the assistant (experimental) ## 2.34.0 - 2024-01-02 ### Added - Extended the assistant by a date range selector (experimental) - Added a button to test the scraper configuration in the asset profile details dialog of the admin control ### Changed - Improved the style of the _Top 3_ and _Bottom 3_ performers on the analysis page - Upgraded `Nx` from version `17.2.7` to `17.2.8` ### Fixed - Improved the time-weighted performance calculation for `1D` - Improved the tabs on iOS (_Add to Home Screen_) ## 2.33.0 - 2023-12-31 ### Added - Added support to edit the currency of asset profiles with `MANUAL` data source in the asset profile details dialog of the admin control panel - Added a hint for the community languages in the user settings ### Changed - Changed the performance calculation to a time-weighted approach - Normalized the benchmark by currency in the benchmark comparator - Increased the timeout to load currencies in the exchange rate data service - Exposed the environment variable `REQUEST_TIMEOUT` - Used the `HasPermission` annotation in endpoints - Improved the language localization for German (`de`) - Upgraded `ng-extract-i18n-merge` from version `2.9.0` to `2.9.1` - Upgraded `Nx` from version `17.2.5` to `17.2.7` ### Fixed - Improved the handling of derived currencies (`USX`) ## 2.32.0 - 2023-12-26 ### Added - Added support to search for an asset profile by `id` as an administrator ### Changed - Set the select column of the lazy-loaded activities table to stick at the end (experimental) - Dropped the activity id in the activities import - Improved the validation of the currency management in the admin control panel - Improved the performance of the value redaction interceptor for the impersonation mode by eliminating `cloneDeep` - Modernized the `Nx` executors - `@nx/eslint:lint` - `@nx/webpack:webpack` - Upgraded `prettier` from version `3.1.0` to `3.1.1` - Upgraded `prisma` from version `5.7.0` to `5.7.1` ### Fixed - Reset the letter spacing in buttons ## 2.31.0 - 2023-12-16 ### Changed - Introduced the lazy-loaded activities table to the account detail dialog (experimental) - Introduced the lazy-loaded activities table to the import activities dialog (experimental) - Introduced the lazy-loaded activities table to the position detail dialog (experimental) - Improved the font weight in the value component - Improved the language localization for Türkçe (`tr`) - Upgraded `angular` from version `17.0.4` to `17.0.7` - Upgraded to _Inter_ 4 font family - Upgraded `Nx` from version `17.0.2` to `17.2.5` ### Fixed - Fixed the loading state in the lazy-loaded activities table on the portfolio activities page (experimental) - Fixed the edit of activity in the lazy-loaded activities table on the portfolio activities page (experimental) ## 2.30.0 - 2023-12-12 ### Added - Added support for column sorting to the lazy-loaded activities table on the portfolio activities page (experimental) - Extended the benchmarks of the markets overview by the current market condition (all time high) ### Changed - Adjusted the threshold to skip the data enhancement (_Trackinsight_) if data is inaccurate - Upgraded `prisma` from version `5.6.0` to `5.7.0` ## 2.29.0 - 2023-12-09 ### Added - Introduced a lazy-loaded activities table on the portfolio activities page (experimental) ### Changed - Set the actions columns of various tables to stick at the end - Increased the height of the tabs on mobile - Improved the language localization for German (`de`) - Improved the language localization for Türkçe (`tr`) - Upgraded `marked` from version `4.2.12` to `9.1.6` - Upgraded `ngx-markdown` from version `15.1.0` to `17.1.1` - Upgraded `ng-extract-i18n-merge` from version `2.8.3` to `2.9.0` ### Fixed - Fixed an issue in the biometric authentication registration ## 2.28.0 - 2023-12-02 ### Added - Added a historical cash balances table to the account detail dialog - Introduced a `HasPermission` annotation for endpoints ### Changed - Relaxed the check for duplicates in the preview step of the activities import (allow same day) - Respected the `withExcludedAccounts` flag in the account balance time series ### Fixed - Changed the mechanism of the `INTRADAY` data gathering to operate synchronously avoiding database deadlocks ## 2.27.1 - 2023-11-28 ### Changed - Reverted `Nx` from version `17.1.3` to `17.0.2` ## 2.27.0 - 2023-11-26 ### Changed - Extended the chart in the account detail dialog by historical cash balances - Improved the error log for a timeout in the data source request - Improved the language localization for German (`de`) - Upgraded `angular` from version `16.2.12` to `17.0.4` - Upgraded `Nx` from version `17.0.2` to `17.1.3` ## 2.26.0 - 2023-11-24 ### Changed - Upgraded `prisma` from version `5.5.2` to `5.6.0` - Upgraded `yahoo-finance2` from version `2.8.1` to `2.9.0` ## 2.25.1 - 2023-11-19 ### Added - Added a blog post: _Black Friday 2023_ ### Changed - Upgraded `http-status-codes` from version `2.2.0` to `2.3.0` ### Fixed - Handled reading items from missing transaction point while getting the position (`getPosition()`) in the portfolio service ## 2.24.0 - 2023-11-16 ### Changed - Improved the language localization for German (`de`) ### Fixed - Fixed the "too many bind variables in prepared statement" issue of the data range functionality (`getRange()`) in the market data service ## 2.23.0 - 2023-11-15 ### Added - Extended the benchmarks in the markets overview by 50-Day and 200-Day trends (experimental) - Set up the language localization for Polski (`pl`) ### Changed - Improved the data source validation in the activities import - Changed _Twitter_ to _𝕏_ - Improved the selection in the twitter bot service - Improved the language localization for German (`de`) - Upgraded `ng-extract-i18n-merge` from version `2.7.0` to `2.8.3` - Upgraded `prettier` from version `3.0.3` to `3.1.0` ## 2.22.0 - 2023-11-11 ### Added - Added the platform icon to the account selectors in the cash balance transfer from one to another account - Added the platform icon to the account selector of the create or edit activity dialog ### Changed - Optimized the style of the carousel component on mobile for the testimonial section on the landing page - Introduced action menus in the overview of the admin control panel - Harmonized the name column in the historical market data table of the admin control panel - Refactored the implementation of the data range functionality (`getRange()`) in the market data service ## 2.21.0 - 2023-11-09 ### Changed - Extended the system message ### Fixed - Fixed the unit for the _Zen Mode_ in the overview tab of the home page - Fixed an issue to get quotes in the _Financial Modeling Prep_ service ## 2.20.0 - 2023-11-08 ### Changed - Removed the loading indicator of the unit in the overview tab of the home page - Improved the import of historical market data in the admin control panel - Increased the timeout in the health check endpoint for data enhancers - Increased the timeout in the health check endpoint for data providers - Removed the account type from the `Account` database schema ## 2.19.0 - 2023-11-06 ### Added - Added a data migration to set `accountType` to `NULL` in the account database table ### Changed - Improved the language localization for the _Fear & Greed Index_ (market mood) - Improved the language localization for German (`de`) ### Fixed - Improved the handling of derived currencies (`GBp`, `ILA`, `ZAc`) ## 2.18.0 - 2023-11-05 ### Added - Added support to import activities by `isin` in the _Yahoo Finance_ service - Added a new tag with the major version to the docker image on _Docker Hub_ - Added a blog post: _Hacktoberfest 2023 Debriefing_ ### Changed - Upgraded `angular` from version `16.2.1` to `16.2.12` ### Fixed - Fixed an issue to get quotes in the _CoinGecko_ service - Loosened the validation in the activities import (expects values greater than or equal to 0 for `fee`, `quantity` and `unitPrice`) - Handled an issue with a failing database query (`account.findMany()`) related to activities without account ## 2.17.0 - 2023-11-02 ### Added - Added a button to edit the exchange rates in the admin control panel ### Changed - Improved the language localization for German (`de`) ### Fixed - Fixed an issue in the biometric authentication - Fixed the alignment of the icons in various menus ## 2.16.0 - 2023-10-29 ### Changed - Relaxed the check for duplicates in the preview step of the activities import (allow different accounts) - Improved the usability and validation in the cash balance transfer from one to another account - Changed the checkboxes to slide toggles in the overview of the admin control panel - Switched from the deprecated (`PUT`) to the new endpoint (`POST`) to manage historical market data in the asset profile details dialog of the admin control panel - Improved the date parsing in the import historical market data of the admin control panel - Improved the localized meta data (keywords) in `html` files - Improved the language localization for German (`de`) - Upgraded `prisma` from version `5.4.2` to `5.5.2` ## 2.15.0 - 2023-10-26 ### Added - Added support to edit the name, asset class and asset sub class of asset profiles with `MANUAL` data source in the asset profile details dialog of the admin control panel ### Changed - Improved the style and wording of the position detail dialog - Improved the validation in the activities import (expects positive values for `fee`, `quantity` and `unitPrice`) - Improved the validation in the cash balance transfer from one to another account (expects a positive value) - Changed the currency selector in the create or update account dialog to `@angular/material/autocomplete` - Upgraded `Nx` from version `16.7.4` to `17.0.2` - Upgraded `uuid` from version `9.0.0` to `9.0.1` - Upgraded `yahoo-finance2` from version `2.8.0` to `2.8.1` ### Fixed - Fixed the chart in the account detail dialog for accounts excluded from analysis - Verified the current benchmark before loading it on the analysis page ## 2.14.0 - 2023-10-21 ### Added - Added the _OpenFIGI_ data enhancer for _Financial Instrument Global Identifier_ (FIGI) - Added `figi`, `figiComposite` and `figiShareClass` to the asset profile model ### Changed - Moved the fees on account level feature from experimental to general availability - Moved the interest on account level feature from experimental to general availability - Moved the search for a holding from experimental to general availability - Improved the error message in the activities import for `csv` files - Removed the application version from the client - Allowed to edit today’s historical market data in the asset profile details dialog of the admin control panel ### Fixed - Fixed the style of the active page in the header navigation - Trimmed text in `i18n` service to query `messages.*.xlf` files on the server ## 2.13.0 - 2023-10-20 ### Added - Added a chart to the account detail dialog - Added an `i18n` service to query `messages.*.xlf` files on the server ### Changed - Changed the users table in the admin control panel to an `@angular/material` data table - Improved the style of the membership status ### Fixed - Fixed an issue where holdings were requested twice from the server ## 2.12.0 - 2023-10-17 ### Added - Added the endpoint `GET api/v1/account/:id/balances` which provides historical cash balances - Added support to search for an asset profile by `isin`, `name` and `symbol` as an administrator (experimental) - Added support for creating asset profiles with `MANUAL` data source ### Changed - Changed the checkboxes to slide toggles in the user settings of the user account page - Extended the `copy-assets` `Nx` target to copy the locales to the server’s assets - Upgraded `@simplewebauthn/browser` and `@simplewebauthn/server` from version `5.2.1` to `8.3` ### Fixed - Displayed the transfer cash balance button based on a permission - Fixed the biometric authentication - Fixed the query to get asset profiles that match both the `dataSource` and `symbol` values ## 2.11.0 - 2023-10-14 ### Added - Added support to transfer a part of the cash balance from one to another account - Extended the benchmarks in the markets overview by the date of the last all time high - Added support to import historical market data in the admin control panel ### Changed - Harmonized the style of the create button on the page for granting and revoking public access to share the portfolio - Improved the language localization for German (`de`) - Upgraded `prisma` from version `5.3.1` to `5.4.2` ### Fixed - Fixed `FEE` and `INTEREST` types in the activities import of `csv` files - Fixed the displayed currency of the cash balance in the create or update account dialog ## 2.10.0 - 2023-10-09 ### Added - Supported enter key press to submit the form of the create or update access dialog ### Changed - Improved the display of the results in the search for a holding - Changed the queue jobs view in the admin control panel to an `@angular/material` data table - Improved the symbol conversion in the _EOD Historical Data_ service ## 2.9.0 - 2023-10-08 ### Added - Added support to search for a holding by `isin`, `name` and `symbol` (experimental) - Added support for notes in the activities import - Added support to search in the platform selector of the create or update account dialog - Added support for a search query in the portfolio position endpoint - Added the application version to the endpoint `GET api/v1/admin` - Introduced a carousel component for the testimonial section on the landing page ### Changed - Displayed the link to the markets overview on the home page without any permission ### Fixed - Fixed the style of the active features page in the navigation on desktop ## 2.8.0 - 2023-10-03 ### Added - Supported enter key press to submit the form of the create or update account dialog - Added the application version to the admin control panel - Added pagination parameters (`skip`, `take`) to the endpoint `GET api/v1/order` ### Changed - Harmonized the settings icon of the user account page - Improved the usability to set an asset profile as a benchmark - Reload platforms after making a change in the admin control panel - Reload tags after making a change in the admin control panel ### Fixed - Fixed the sidebar navigation on the user account page ## 2.7.0 - 2023-09-30 ### Added - Added a new static portfolio analysis rule: Emergency fund setup - Added tabs to the user account page ### Changed - Set up the _Inter_ font family - Upgraded `yahoo-finance2` from version `2.7.0` to `2.8.0` ### Fixed - Fixed a link on the features page ## 2.6.0 - 2023-09-26 ### Added - Added the management of tags in the admin control panel - Added a blog post: _Hacktoberfest 2023_ ### Changed - Upgraded `prettier` from version `3.0.2` to `3.0.3` - Upgraded `yahoo-finance2` from version `2.5.0` to `2.7.0` ## 2.5.0 - 2023-09-23 ### Added - Added support for translated activity types in the activities table - Added support for dates in `DD.MM.YYYY` format in the activities import - Set up the language localization for Türkçe (`tr`) ### Changed - Skipped creating queue jobs for asset profiles with `MANUAL` data source on creating a new activity ### Fixed - Fixed an issue with the cash position in the holdings table ## 2.4.0 - 2023-09-19 ### Added - Added support for interest on account level (experimental) ### Changed - Improved the preselected currency based on the account’s currency in the create or edit activity dialog - Unlocked the experimental features setting for all users - Upgraded `prisma` from version `5.2.0` to `5.3.1` ### Fixed - Fixed a memory leak related to the server’s timezone (behind UTC) in the data gathering ## 2.3.0 - 2023-09-17 ### Added - Added support for fees on account level (experimental) ### Fixed - Fixed the export functionality for liabilities ## 2.2.0 - 2023-09-17 ### Added - Introduced a sidebar navigation on desktop ### Changed - Improved the style of the system message - Upgraded _Postgres_ from version `12` to `15` in the `docker-compose` files ## 2.1.0 - 2023-09-15 ### Added - Added support to drop a file in the import activities dialog - Added a timeout to all data source requests ### Changed - Harmonized the style of the user interface for granting and revoking public access to share the portfolio - Removed the account type from the user interface as a preparation to remove it from the `Account` database schema - Improved the logger output of the info service - Harmonized the logger output: ` ()` - Improved the language localization for German (`de`) - Improved the language localization for Italian (`it`) - Improved the language localization for Dutch (`nl`) - Improved the read-only mode ### Fixed - Fixed the timeout in _EOD Historical Data_ requests - Fixed an issue with the portfolio summary caused by the language localization for Dutch (`nl`) ## 2.0.0 - 2023-09-09 ### Added - Added support for the cryptocurrency _CyberConnect_ - Added a blog post: _Announcing Ghostfolio 2.0_ ### Changed - **Breaking Change**: Removed the deprecated environment variable `BASE_CURRENCY` - Improved the validation in the activities import - Deactivated _Internet Identity_ as a social login provider for the account registration - Improved the language localization for German (`de`) - Refreshed the cryptocurrencies list - Changed the version in the `docker-compose` files from `3.7` to `3.9` - Upgraded `yahoo-finance2` from version `2.4.4` to `2.5.0` ### Fixed - Fixed an issue in the _Yahoo Finance_ data enhancer where countries and sectors have been removed ## 1.305.0 - 2023-09-03 ### Added - Added _Hacker News_ to the _As seen in_ section on the landing page ### Changed - Shortened the page titles - Improved the language localization for German (`de`) - Upgraded `prisma` from version `4.16.2` to `5.2.0` - Upgraded `replace-in-file` from version `6.3.5` to `7.0.1` - Upgraded `yahoo-finance2` from version `2.4.3` to `2.4.4` ### Fixed - Fixed the alignment in the header navigation - Fixed the alignment in the menu of the impersonation mode ## 1.304.0 - 2023-08-27 ### Added - Added a health check endpoint for data enhancers ### Changed - Upgraded `Nx` from version `16.7.2` to `16.7.4` - Upgraded `prettier` from version `2.8.4` to `3.0.2` ## 1.303.0 - 2023-08-23 ### Added - Added a blog post: _Ghostfolio joins OSS Friends_ ### Changed - Refreshed the cryptocurrencies list - Improved the _OSS Friends_ page ### Fixed - Fixed an issue with the _Trackinsight_ data enhancer for asset profile data ## 1.302.0 - 2023-08-20 ### Changed - Improved the language localization for German (`de`) - Upgraded `angular` from version `16.1.8` to `16.2.1` - Upgraded `Nx` from version `16.6.0` to `16.7.2` ## 1.301.1 - 2023-08-19 ### Added - Added the data export feature to the user account page - Added a currencies preset to the historical market data table of the admin control panel - Added the _OSS Friends_ page ### Changed - Improved the localized meta data in `html` files ### Fixed - Fixed the rows with cash positions in the holdings table - Fixed an issue with the date parsing in the historical market data editor of the admin control panel ## 1.300.0 - 2023-08-11 ### Added - Added more durations in the coupon system ### Changed - Migrated the remaining requests from `bent` to `got` ## 1.299.1 - 2023-08-10 ### Changed - Optimized the activities import by allowing a different currency than the asset’s official one - Added a timeout to the _EOD Historical Data_ requests - Migrated the requests from `bent` to `got` in the _EOD Historical Data_ service ### Fixed - Fixed the editing of the emergency fund - Fixed the historical data gathering interval for asset profiles used as benchmarks having activities ## 1.298.0 - 2023-08-06 ### Changed - Improved the language localization for German (`de`) - Upgraded `ng-extract-i18n-merge` from version `2.6.0` to `2.7.0` - Upgraded `Nx` from version `16.5.5` to `16.6.0` ### Fixed - Fixed the styles of various components (card, progress, tab) after the upgrade to `@angular/material` `16` ## 1.297.4 - 2023-08-05 ### Added - Added the footer to the public page - Added a `copy-assets` `Nx` target to the client build ### Changed - Improved the alignment of the region percentages on the allocations page - Improved the alignment of the region percentages on the public page - Improved the redirection of the home page to the localized home page - Improved the language localization for German (`de`) - Upgraded `angular` from version `15.2.5` to `16.1.8` - Upgraded `nestjs` from version `9.1.4` to `10.1.3` - Upgraded `Nx` from version `16.0.3` to `16.5.5` ## 1.296.0 - 2023-08-01 ### Changed - Optimized the validation in the activities import by reducing the list to unique asset profiles - Optimized the data gathering in the activities import ## 1.295.0 - 2023-07-30 ### Added - Added a step by step introduction for new users ### Fixed - Removed the _Stay signed in_ setting on _Sign in with fingerprint_ activation ## 1.294.0 - 2023-07-29 ### Changed - Extended the allocations by market chart on the allocations page by unavailable data ### Fixed - Considered liabilities in the total account value calculation ## 1.293.0 - 2023-07-26 ### Added - Added error handling for the _Redis_ connections to keep the app running if the connection fails ### Changed - Set the `lastmod` dates of `sitemap.xml` dynamically ### Fixed - Fixed the missing values in the holdings table - Fixed the `no such file or directory` error caused by the missing `favicon.ico` file ## 1.292.0 - 2023-07-24 ### Added - Introduced the allocations by market chart on the allocations page ### Changed - Upgraded `yahoo-finance2` from version `2.4.2` to `2.4.3` ### Fixed - Fixed an issue in the public page ## 1.291.0 - 2023-07-23 ### Added - Broken down the emergency fund by cash and assets - Added support for account balance time series ### Changed - Renamed queries to presets in the historical market data table of the admin control panel ## 1.290.0 - 2023-07-16 ### Added - Added hints to the activity types in the create or edit activity dialog - Added queries to the historical market data table of the admin control panel ### Changed - Improved the usability of the login dialog - Disabled the caching in the health check endpoint for data providers - Improved the content of the Frequently Asked Questions (FAQ) page - Upgraded `prisma` from version `4.15.0` to `4.16.2` ## 1.289.0 - 2023-07-14 ### Changed - Upgraded `yahoo-finance2` from version `2.4.1` to `2.4.2` ## 1.288.0 - 2023-07-12 ### Changed - Improved the loading state during filtering on the allocations page - Beautified the names with ampersand (`&`) in the asset profile - Improved the language localization for German (`de`) ## 1.287.0 - 2023-07-09 ### Changed - Hid the average buy price in the position detail chart if there is no holding - Improved the language localization for French (`fr`) - Refactored the blog articles to standalone components ### Fixed - Fixed the sorting by currency in the activities table ## 1.286.0 - 2023-07-03 ### Fixed - Fixed the creation of (wealth) items and liabilities ## 1.285.0 - 2023-07-01 ### Added - Added a blog post: _Exploring the Path to Financial Independence and Retiring Early (FIRE)_ - Added pagination to the historical market data table of the admin control panel - Added the attribute `headers` to the scraper configuration ### Changed - Extended the asset profile details dialog in the admin control panel by the scraper configuration - Improved the language localization for German (`de`) ## 1.284.0 - 2023-06-27 ### Added - Added the currency to the cash balance in the create or update account dialog - Added the ability to add an index for benchmarks as an asset profile in the admin control panel ### Changed - Upgraded the _Internet Identity_ dependencies from version `0.15.1` to `0.15.7` ### Fixed - Fixed an issue with the clone functionality of a transaction caused by the symbol search component ## 1.283.5 - 2023-06-25 ### Added - Added the caching for current market prices - Added a loading indicator to the import dividends dialog - Set up the `helmet` middleware to protect the app from web vulnerabilities by setting HTTP headers ### Changed - Improved the selected item of the holding selector in the import dividends dialog - Extended the symbol search component by asset sub classes ## 1.282.0 - 2023-06-19 ### Added - Added an icon to the external links in the footer navigation - Added the ability to add an asset profile in the admin control panel ### Changed - Harmonized the use of permissions on the about page - Harmonized the use of permissions on the landing page - Improved the language localization for German (`de`) - Improved the language localization for Portuguese (`pt`) - Updated the binary targets of `linux-arm64-openssl` for `prisma` ## 1.281.0 - 2023-06-17 ### Added - Extended the feature overview page by liabilities - Set up the language localization for Portuguese (`pt`) ### Changed - Extracted the symbol search to a dedicated component - Improved the column headers in the holdings table for mobile - Upgraded `prisma` from version `4.14.1` to `4.15.0` ## 1.280.1 - 2023-06-10 ### Added - Added support for liabilities ## 1.279.0 - 2023-06-10 ### Added - Supported a note for accounts ### Changed - Improved the language localization for French (`fr`) ### Fixed - Fixed an issue with the value nullification related to the investment streaks - Fixed an issue in the public page related to the impersonation service ## 1.278.0 - 2023-06-09 ### Changed - Extended the clone functionality of a transaction by the quantity - Changed the direction of the ellipsis icon in various tables - Extracted the license to a dedicated tab on the about page - Displayed the link to the markets overview in the footer based on a permission - Improved the spacing in the benchmark comparator - Refreshed the cryptocurrencies list - Upgraded `Node.js` from version `16` to `18` (`Dockerfile`) ## 1.277.0 - 2023-06-07 ### Added - Added the investment streaks to the analysis page - Added support for a unit in the value component - Added a semantic list structure to the header navigation - Added a default value for the `includeHistoricalData` attribute in the symbol data endpoint ### Fixed - Fixed an issue with the date format parsing in the activities import ## 1.276.0 - 2023-06-03 ### Added - Added tabs to the about page - Added the `changefreq` attribute to the sitemap ### Changed - Improved the routes of the tabs - Enforced a stricter date format in the activities import: `dd-MM-yyyy` instead of `dd-MM-yy` - Updated the URL of the Ghostfolio Slack channel - Removed the _Ghostfolio in Numbers_ section from the about page ### Fixed - Fixed an issue with the price when creating a `Subscription` ## 1.275.0 - 2023-05-30 ### Changed - Extended the footer navigation by the localized Ghostfolio versions - Improved the language localization for German (`de`) ### Fixed - Fixed the exchange rate service for a specific date (indirect calculation via base currency) used in activities with a manual currency ## 1.274.0 - 2023-05-29 ### Added - Extended the footer by a navigation - Extended the testimonial section on the landing page - Added localized meta descriptions - Added support for localized routes in Spanish (`es`) ### Changed - Improved the activities import dialog - Improved the language localization for German (`de`) ## 1.273.0 - 2023-05-28 ### Added - Added a stepper to the activities import dialog - Added a link to manage the benchmarks to the benchmark comparator - Added support for localized routes ### Fixed - Fixed an issue in the data source transformation ## 1.272.0 - 2023-05-26 ### Added - Added support to set an asset profile as a benchmark ### Changed - Decreased the density of the `@angular/material` tables - Improved the portfolio proportion chart component by supporting case insensitive names - Improved the breadcrumb navigation style in the blog post pages for mobile - Improved the error handling in the delete user endpoint - Improved the style of the _Changelog & License_ button on the about page - Upgraded `ionicons` from version `6.1.2` to `7.1.0` ## 1.271.0 - 2023-05-20 ### Added - Added the historical data and search functionality for the `FINANCIAL_MODELING_PREP` data source type - Added a blog post: _Unlock your Financial Potential with Ghostfolio_ ### Changed - Improved the local number formatting in the value component - Changed the uptime to the last 90 days on the _Open Startup_ (`/open`) page ### Fixed - Fixed the vertical alignment in the toggle component ## 1.270.1 - 2023-05-19 ### Added - Added the cash balance and the value of equity to the account detail dialog - Added a check for duplicates to the preview step of the import dividends dialog - Added an error message for duplicates to the preview step of the activities import - Added a connection timeout to the environment variable `DATABASE_URL` - Introduced the _Open Startup_ (`/open`) page with aggregated key metrics including uptime ### Changed - Improved the mobile layout of the portfolio summary tab on the home page - Improved the language localization for German (`de`) - Upgraded `prisma` from version `4.13.0` to `4.14.1` ### Fixed - Improved the _Select all_ activities checkbox state after importing activities including a duplicate - Fixed an issue with the data source transformation in the import dividends dialog - Fixed the _Storybook_ setup ## 1.269.0 - 2023-05-11 ### Added - Added `FINANCIAL_MODELING_PREP` as a new data source type ### Changed - Improved the market price on the first buy date in the chart of the position detail dialog - Restructured the admin control panel with a new settings tab ### Fixed - Fixed an error that occurred while editing an activity caused by the cash balance update ## 1.268.0 - 2023-05-08 ### Added - Added `depends_on` and `healthcheck` for the _Postgres_ and _Redis_ services to the `docker-compose` files (`docker-compose.yml` and `docker-compose.build.yml`) ### Changed - Improved the preview step of the activities import by unchecking duplicates - Upgraded `yahoo-finance2` from version `2.3.10` to `2.4.1` ## 1.267.0 - 2023-05-07 ### Added - Added support for the _Stripe_ checkout to the pricing page ### Changed - Improved the management of platforms in the admin control panel - Improved the style of the interstitial for the subscription - Improved the language localization for German (`de`) - Upgraded `Nx` from version `15.9.2` to `16.0.3` ## 1.266.0 - 2023-05-06 ### Added - Introduced the option to update the cash balance of an account when adding an activity - Added support for the management of platforms in the admin control panel - Added _DEV Community_ to the _As seen in_ section on the landing page ### Changed - Upgraded `class-transformer` from version `0.3.2` to `0.5.1` - Upgraded `class-validator` from version `0.13.1` to `0.14.0` - Upgraded `prisma` from version `4.12.0` to `4.13.0` ### Fixed - Added a fallback to use `quoteSummary(symbol)` if `quote(symbols)` fails in the _Yahoo Finance_ service - Added the missing `dataSource` attribute to the activities import ## 1.265.0 - 2023-05-01 ### Changed - Improved the tooltip of the portfolio proportion chart component ### Fixed - Fixed the missing platform name in the allocations by platform chart on the allocations page ## 1.264.0 - 2023-05-01 ### Added - Introduced the allocations by platform chart on the allocations page ### Changed - Deprecated the use of the environment variable `BASE_CURRENCY` - Cleaned up initial values from the _X-ray_ section ## 1.263.0 - 2023-04-30 ### Changed - Split the environment variable `DATA_SOURCE_PRIMARY` in `DATA_SOURCE_EXCHANGE_RATES` and `DATA_SOURCE_IMPORT` ### Fixed - Fixed the exception on the accounts page ## 1.262.0 - 2023-04-29 ### Added - Added the labels to the tabs to increase the usability - Extended the support of the impersonation mode for local development ### Changed - Improved the queue jobs implementation by adding / updating historical market data in bulk - Improved the language localization for German (`de`) ### Fixed - Improved the holdings table by showing the cash position also when the filter contains the accounts, so that we can see the total allocation for that account ## 1.261.0 - 2023-04-25 ### Added - Introduced a new button to delete all activities from the portfolio activities page - Added `state` to the `MarketData` database schema to distinguish `CLOSE` and `INTRADAY` in the data gathering - Added the distance to now to the subscription expiration date in the users table of the admin control panel ## 1.260.0 - 2023-04-23 ### Added - Added `dataSource` as a unique constraint to the `MarketData` database schema ### Fixed - Removed the unnecessary sort header of the comment column in the historical market data table of the admin control panel ## 1.259.0 - 2023-04-22 ### Added - Added a fallback to historical market data if a data provider does not provide live data - Added a general health check endpoint - Added a health check endpoint for data providers ### Changed - Persisted today’s market data continuously ### Fixed - Fixed the alignment of the performance column header in the holdings table - Removed the unnecessary sort header of the comment column in the activities table - Fixed the targets in `proxy.conf.json` from `http://localhost:3333` to `http://0.0.0.0:3333` for local development ## 1.258.0 - 2023-04-20 ### Added - Introduced a data source mapping ## 1.257.0 - 2023-04-18 ### Added - Introduced the allocations by ETF provider chart on the allocations page ### Fixed - Fixed an issue in the global heat map component caused by manipulating an input property - Fixed an issue with the currency inconsistency in the _EOD Historical Data_ service (convert from `GBX` to `GBp`) ## 1.256.0 - 2023-04-17 ### Added - Added the _Yahoo Finance_ data enhancer for countries, sectors and urls ### Changed - Enabled the configuration to immediately remove queue jobs on complete - Refactored the implementation of removing queue jobs ### Fixed - Fixed the unique job ids of the gather asset profile process - Fixed the style of the button to fetch the current market price ## 1.255.0 - 2023-04-15 ### Added - Made the system message expandable ### Changed - Skipped creating queue jobs for asset profiles with `MANUAL` data source not having a scraper configuration - Reduced the execution interval of the data gathering to every hour - Upgraded `prisma` from version `4.11.0` to `4.12.0` ### Fixed - Improved the style of the system message ## 1.254.0 - 2023-04-14 ### Changed - Improved the queue jobs implementation by adding in bulk - Improved the queue jobs implementation by introducing unique job ids - Reverted the execution interval of the data gathering from every 12 hours to every 4 hours ## 1.253.0 - 2023-04-14 ### Changed - Reduced the execution interval of the data gathering to every 12 hours ### Fixed - Fixed the background color of dialogs in dark mode ## 1.252.2 - 2023-04-11 ### Changed - Deprecated the `auth` endpoint of the login with _Security Token_ (`GET`) ## 1.252.1 - 2023-04-10 ### Changed - Changed the slide toggles to checkboxes on the user account page - Changed the slide toggles to checkboxes in the admin control panel - Increased the density of the theme - Migrated the style of various components to `@angular/material` `15` (mdc) - Upgraded `@angular/cdk` and `@angular/material` from version `15.2.5` to `15.2.6` - Upgraded `bull` from version `4.10.2` to `4.10.4` ## 1.251.0 - 2023-04-07 ### Changed - Improved the activities import for `csv` files exported by _Interactive Brokers_ - Improved the rendering of the chart ticks (`0.5K` → `500`) - Increased the historical market data gathering of currency pairs to 10+ years - Improved the content of the Frequently Asked Questions (FAQ) page - Improved the content of the pricing page - Changed the `auth` endpoint of the login with _Security Token_ from `GET` to `POST` - Changed the `auth` endpoint of the _Internet Identity_ login provider from `GET` to `POST` - Migrated the style of the `libs` components to `@angular/material` `15` (mdc) - `ActivitiesFilterComponent` - `ActivitiesTableComponent` - `BenchmarkComponent` - `HoldingsTableComponent` - Upgraded `angular` from version `15.1.5` to `15.2.5` - Upgraded `Nx` from version `15.7.2` to `15.9.2` ## 1.250.0 - 2023-04-02 ### Added - Added support for multiple subscription offers ### Changed - Improved the portfolio evolution chart (ignore first item) - Improved the accounts import by handling the platform ### Fixed - Fixed an issue with more than 50 activities in the activities import (`dryRun`) ## 1.249.0 - 2023-03-27 ### Added - Extended the testimonial section on the landing page ### Changed - Improved the loading state of the value component on the allocations page - Improved the value component by always showing the label (also while loading) - Improved the language localization for German (`de`) ### Fixed - Fixed an issue with the algebraic sign in the value component ## 1.248.0 - 2023-03-25 ### Added - Added a blog post: _Ghostfolio reaches 1’000 Stars on GitHub_ - Added a breadcrumb navigation to the blog post pages ### Changed - Refactored the calculation of the chart - Hid the platform selector if no platforms are available in the create or update account dialog - Upgraded `ng-extract-i18n-merge` from version `2.5.0` to `2.6.0` ## 1.247.0 - 2023-03-23 ### Added - Added the asset and asset sub class to the search functionality - Added the subscription expiration date to the users table of the admin control panel ### Changed - Updated the URL of the Ghostfolio Slack channel - Upgraded `prisma` from version `4.10.1` to `4.11.0` ### Fixed - Fixed the total amount calculation in the portfolio evolution chart ## 1.246.0 - 2023-03-18 ### Added - Added support for asset and asset sub class to the `EOD_HISTORICAL_DATA` data source type - Added `isin` to the asset profile model ### Changed - Extended the _Trackinsight_ data enhancer for asset profile data by `isin` - Improved the language localization for _Gather Data_ ### Fixed - Fixed the border color in the _FIRE_ calculator (dark mode) ## 1.245.0 - 2023-03-12 ### Added - Added the search functionality for the `EOD_HISTORICAL_DATA` data source type ### Changed - Improved the usability of the _FIRE_ calculator - Improved the exchange rate service for a specific date used in activities with a manual currency - Upgraded `ngx-device-detector` from version `3.0.0` to `5.0.1` ## 1.244.0 - 2023-03-09 ### Added - Extended the _FIRE_ calculator by a retirement date setting ## 1.243.0 - 2023-03-08 ### Added - Added `COINGECKO` as a default to `DATA_SOURCES` ### Changed - Improved the validation of the manual currency for the activity fee and unit price - Harmonized the axis style of charts - Made setting `NODE_ENV: production` optional (to avoid `ENOENT: no such file or directory` errors on startup) - Removed the environment variable `ENABLE_FEATURE_CUSTOM_SYMBOLS` ## 1.242.0 - 2023-03-04 ### Changed - Simplified the database seeding - Upgraded `ngx-skeleton-loader` from version `5.0.0` to `7.0.0` ### Fixed - Downgraded `Node.js` from version `18` to `16` (Dockerfile) to resolve `SIGSEGV` (segmentation fault) during the `prisma` database migrations (see https://github.com/prisma/prisma/issues/10649) ## 1.241.0 - 2023-03-01 ### Changed - Filtered activities with type `ITEM` from search results - Considered the user’s language in the _Stripe_ checkout - Upgraded the _Stripe_ dependencies - Upgraded `twitter-api-v2` from version `1.10.3` to `1.14.2` ## 1.240.0 - 2023-02-26 ### Added - Supported a manual currency for the activity unit price ### Fixed - Fixed the feature graphic of the _Ghostfolio meets Umbrel_ blog post ## 1.239.0 - 2023-02-25 ### Added - Added a blog post: _Ghostfolio meets Umbrel_ ### Changed - Removed the dependency `rimraf` ## 1.238.0 - 2023-02-25 ### Added - Added `COINGECKO` as a new data source type - Added support for data provider information to the position detail dialog - Added the configuration to publish a `linux/arm/v7` docker image - Added _Reddit_ to the _As seen in_ section on the landing page - Added _Umbrel_ to the _As seen in_ section on the landing page ### Changed - Renamed the example environment variable file from `.env` to `.env.example` - Upgraded `zone.js` from version `0.11.8` to `0.12.0` ### Fixed - Fixed `RangeError: Maximum call stack size exceeded` for values of type `Big` in the value redaction interceptor for the impersonation mode - Reset the letter spacing in buttons ### Todo - Ensure that you still have a `.env` file in your project ## 1.237.0 - 2023-02-19 ### Added - Added the support details to the pricing page ### Changed - Increased the file size limit for the activities import - Improved the style of the search results for symbols - Migrated the style of `GfHeaderModule` to `@angular/material` `15` (mdc) - Upgraded `angular` from version `15.1.2` to `15.1.5` - Upgraded `Nx` from version `15.6.3` to `15.7.2` ### Fixed - Fixed an issue with exact matches in the activities table filter (`VT` vs. `VTI`) - Fixed an issue in the data gathering service (do not skip `MANUAL` data source) ## 1.236.0 - 2023-02-17 ### Changed - Beautified the ETF names in the asset profile - Removed the data source type `GHOSTFOLIO` ### Fixed - Fixed an issue in the data gathering service (do not skip `MANUAL` data source) - Fixed the buying power calculation if no emergency fund is set but an activity is tagged as _Emergency Fund_ - Fixed the url on logout during the local development ## 1.235.0 - 2023-02-16 ### Changed - Improved the styles on the about page - Eliminated the `GhostfolioScraperApiService` ## 1.234.0 - 2023-02-15 ### Added - Added the data import and export feature to the pricing page ### Changed - Copy the logic of `GhostfolioScraperApiService` to `ManualService` - Improved the content of the landing page - Improved the content of the Frequently Asked Questions (FAQ) page - Improved the usability of the _Import Activities..._ action - Eliminated the permission `enableImport` - Set the exposed port as an environment variable (`PORT`) in `Dockerfile` - Migrated the style of `AboutPageModule` to `@angular/material` `15` (mdc) - Migrated the style of `BlogPageModule` to `@angular/material` `15` (mdc) - Migrated the style of `ChangelogPageModule` to `@angular/material` `15` (mdc) - Migrated the style of `ResourcesPageModule` to `@angular/material` `15` (mdc) - Upgraded `chart.js` from version `4.0.1` to `4.2.0` - Upgraded `ionicons` from version `6.0.4` to `6.1.2` - Upgraded `prettier` from version `2.8.1` to `2.8.4` - Upgraded `prisma` from version `4.9.0` to `4.10.1` ### Fixed - Fixed an issue on the landing page caused by the global heat map of subscribers - Fixed the links in the interstitial for the subscription ### Todo - Remove the environment variable `ENABLE_FEATURE_IMPORT` - Rename the `dataSource` from `GHOSTFOLIO` to `MANUAL` - Eliminate `GhostfolioScraperApiService` ## 1.233.0 - 2023-02-09 ### Added - Added support to export accounts - Added support to import accounts ### Changed - Improved the style in the admin control panel - Removed the _Google Play_ badge from the landing page - Upgraded `eslint` dependencies ## 1.232.0 - 2023-02-05 ### Changed - Improved the language localization for German (`de`) - Migrated the style of `ActivitiesPageModule` to `@angular/material` `15` (mdc) - Migrated the style of `GfCreateOrUpdateActivityDialogModule` to `@angular/material` `15` (mdc) - Migrated the style of `GfMarketDataDetailDialogModule` to `@angular/material` `15` (mdc) - Upgraded `ng-extract-i18n-merge` from version `2.1.2` to `2.5.0` - Upgraded `ngx-markdown` from version `14.0.1` to `15.1.0` ### Fixed - Fixed the `Upgrade Plan` button of the interstitial for the subscription ## 1.231.0 - 2023-02-04 ### Added - Added the dividend and fees to the position detail dialog - Added support to link a (wealth) item to an account ### Changed - Relaxed the validation rule of the _Redis_ host environment variable (`REDIS_HOST`) - Improved the language localization for German (`de`) - Eliminated `angular-material-css-vars` - Upgraded `angular` from version `14.2.0` to `15.1.2` - Upgraded `Nx` from version `15.0.13` to `15.6.3` ## 1.230.0 - 2023-01-29 ### Added - Added an interstitial for the subscription - Added _SourceForge_ to the _As seen in_ section on the landing page - Added a quote to the blog post _Ghostfolio auf Sackgeld.com vorgestellt_ ### Changed - Improved the unit format (`%`) in the global heat map component of the public page - Improved the pricing page - Upgraded `Node.js` from version `16` to `18` (`Dockerfile`) - Upgraded `prisma` from version `4.8.0` to `4.9.0` ### Fixed - Fixed the click of unknown accounts in the portfolio proportion chart component - Fixed an issue with `value` in the value redaction interceptor for the impersonation mode ## 1.229.0 - 2023-01-21 ### Added - Added a blog post: _Ghostfolio auf Sackgeld.com vorgestellt_ - Added _Sackgeld.com_ to the _As seen in_ section on the landing page ### Changed - Removed the toggle _Original Shares_ vs. _Current Shares_ on the allocations page - Hid error messages related to no current investment in the client - Refactored the value redaction interceptor for the impersonation mode ### Fixed - Fixed the value of the active (emergency fund) filter in percentage on the allocations page ## 1.228.1 - 2023-01-18 ### Added - Extended the hints in user settings ### Changed - Improved the date formatting in the tooltip of the dividend timeline grouped by month / year - Improved the date formatting in the tooltip of the investment timeline grouped by month / year - Reduced the execution interval of the data gathering to every 4 hours - Removed emergency fund as an asset class ## 1.227.1 - 2023-01-14 ### Changed - Improved the language localization for German (`de`) ### Fixed - Fixed the create or edit activity dialog ## 1.227.0 - 2023-01-14 ### Added - Added support for assets other than cash in emergency fund (affecting buying power) - Added support for translated tags ### Changed - Improved the logo alignment ### Fixed - Fixed the grouping by month / year of the dividend and investment timeline ## 1.226.0 - 2023-01-11 ### Added - Added the language localization for Français (`fr`) - Extended the landing page by a global heat map of subscribers - Added support for the thousand separator in the global heat map component ### Changed - Improved the form of the import dividends dialog (disable while loading) - Removed the deprecated `~` in _Sass_ imports ### Fixed - Fixed an exception in the _X-ray_ section ## 1.225.0 - 2023-01-07 ### Added - Added support for importing dividends from a data provider ### Changed - Extended the Frequently Asked Questions (FAQ) page ## 1.224.0 - 2023-01-04 ### Added - Added support for the dividend timeline grouped by year - Added support for the investment timeline grouped by year - Set up the language localization for Français (`fr`) ### Changed - Improved the language localization for Dutch (`nl`) ## 1.223.0 - 2023-01-01 ### Added - Added a student discount to the pricing page - Added a prefix to the codes of the coupon system ### Changed - Optimized the page titles in the header for mobile - Extended the asset profile details dialog in the admin control panel ## 1.222.0 - 2022-12-29 ### Added - Added support for filtering on the analysis page - Added the price to the `Subscription` database schema ### Changed - Changed the execution time of the asset profile data gathering to every Sunday at lunch time - Improved the activities import by providing asset profile details - Upgraded `@codewithdan/observable-store` from version `2.2.11` to `2.2.15` - Upgraded `bull` from version `4.8.5` to `4.10.2` - Upgraded `countup.js` from version `2.0.7` to `2.3.2` - Upgraded the _Internet Identity_ dependencies from version `0.12.1` to `0.15.1` - Upgraded `prisma` from version `4.7.1` to `4.8.0` ### Fixed - Fixed the language localization of the account type ## 1.221.0 - 2022-12-26 ### Added - Added support to manage the tags in the create or edit activity dialog - Added the tags to the admin control panel - Added a blog post: _The importance of tracking your personal finances_ - Resolved the title of the blog post ### Changed - Improved the activities import by a preview step - Improved the labels based on the type in the create or edit activity dialog - Refreshed the cryptocurrencies list - Removed the data source type `RAKUTEN` ### Fixed - Fixed the date conversion for years with only two digits ## 1.220.0 - 2022-12-23 ### Added - Added the position detail dialog to the _Top 3_ and _Bottom 3_ performers of the analysis page - Added the `dryRun` option to the import activities endpoint ### Changed - Increased the historical data chart of the _Fear & Greed Index_ (market mood) to 365 days - Upgraded `color` from version `4.0.1` to `4.2.3` - Upgraded `prettier` from version `2.7.1` to `2.8.1` ### Fixed - Fixed the rounding of the y-axis ticks in the benchmark comparator ## 1.219.0 - 2022-12-17 ### Added - Added support to disable user sign up in the admin control panel - Extended the glossary of the resources page by _Deflation_, _Inflation_ and _Stagflation_ ### Changed - Added the name to the symbol column in the activities table - Combined the name and symbol column in the holdings table (former positions table) ## 1.218.0 - 2022-12-12 ### Added - Added the date of the first activity to the positions table - Added an endpoint to fetch the logo of an asset or a platform ### Changed - Improved the asset profile details dialog in the admin control panel - Upgraded `chart.js` from version `3.8.0` to `4.0.1` ## 1.217.0 - 2022-12-10 ### Added - Added the dividend timeline grouped by month ### Changed - Improved the value redaction interceptor (including `comment`) - Improved the language localization for Español (`es`) - Upgraded `cheerio` from version `1.0.0-rc.6` to `1.0.0-rc.12` - Upgraded `prisma` from version `4.6.1` to `4.7.1` ### Fixed - Fixed the activities sorting in the account detail dialog ## 1.216.0 - 2022-12-03 ### Added - Supported a note for asset profiles - Supported a manual currency for the activity fee - Extended the support for column sorting in the accounts table (name, platform, transactions) - Extended the support for column sorting in the activities table (name, symbol) - Extended the support for column sorting in the positions table (performance) ### Changed - Upgraded `big.js` from version `6.1.1` to `6.2.1` - Upgraded `date-fns` from version `2.28.0` to `2.29.3` - Upgraded `replace-in-file` from version `6.2.0` to `6.3.5` ### Fixed - Fixed the filter by asset sub class for the asset profiles in the admin control ## 1.215.0 - 2022-11-27 ### Changed - Improved the language selector on the user account page - Improved the wording in the _X-ray_ section (net worth instead of investment) - Extended the asset profile details dialog in the admin control panel - Updated the browserslist database - Upgraded `ionicons` from version `5.5.1` to `6.0.4` - Upgraded `uuid` from version `8.3.2` to `9.0.0` ## 1.214.0 - 19.11.2022 ### Added - Added support for sorting in the accounts table ### Changed - Improved the support for the `MANUAL` data source - Improved the _Activities_ tab icon - Improved the _Activities_ icons for `BUY`, `DIVIDEND` and `SELL` - Upgraded `prisma` from version `4.4.0` to `4.6.1` - Upgraded `yahoo-finance2` from version `2.3.6` to `2.3.10` ### Fixed - Fixed the activities sorting in the position detail dialog - Fixed the dynamic number of decimal places for cryptocurrencies in the position detail dialog - Fixed a division by zero error in the cash positions calculation ## 1.213.0 - 14.11.2022 ### Added - Added an indicator for excluded accounts in the accounts table - Added a blog post: _Black Friday 2022_ ### Fixed - Fixed an issue with the currency inconsistency in the _Yahoo Finance_ service (convert from `ZAc` to `ZAR`) ## 1.212.0 - 11.11.2022 ### Changed - Changed the view mode selector to a slide toggle - Upgraded `Nx` from version `15.0.0` to `15.0.13` ## 1.211.0 - 11.11.2022 ### Changed - Converted the client into a _Progressive Web App_ (PWA) with `@angular/pwa` - Removed the bottom margin from the body element - Improved the pricing page ## 1.210.0 - 08.11.2022 ### Added - Added tabs to the portfolio page ### Changed - Merged the _FIRE_ calculator and the _X-ray_ section to a single page - Tightened the validation rule of the base currency environment variable (`BASE_CURRENCY`) ### Fixed - Fixed an issue in the cash positions calculation ## 1.209.0 - 05.11.2022 ### Added - Added the _Buy me a coffee_ button to the about page ### Changed - Improved the usability of the activities import - Improved the usage of the premium indicator component - Removed the intro image in dark mode - Refactored the `TransactionsPageComponent` to `ActivitiesPageComponent` ## 1.208.0 - 03.11.2022 ### Added - Added pagination to the activities table ### Changed - Restructured the actions in the admin control panel ### Fixed - Fixed the calculation in the portfolio evolution chart ## 1.207.0 - 31.10.2022 ### Added - Added support for translated labels of asset and asset sub class - Added support for dates in _ISO 8601_ date format (`YYYY-MM-DD`) in the activities import ### Changed - Darkened the background color of the dark mode ### Fixed - Fixed the public page - Improved the loading indicator of the portfolio evolution chart ## 1.206.2 - 20.10.2022 ### Changed - Fixed the `rxjs` version to `7.5.6` (resolutions) - Migrated the `angular.json` to `project.json` files in the `Nx` workspace - Upgraded `nestjs` from version `9.0.7` to `9.1.4` - Upgraded `Nx` from version `14.6.4` to `15.0.0` ### Fixed - Fixed the performance calculation including `SELL` activities with a significant performance gain ## 1.205.2 - 16.10.2022 ### Changed - Persisted the language on url change - Improved the portfolio evolution chart - Refactored the appearance (dark mode) in user settings (from `appearance` to `colorScheme`) - Improved the wording on the landing page ## 1.204.1 - 15.10.2022 ### Added - Added support to change the appearance (dark mode) in user settings - Added the total amount chart to the investment timeline - Set up the `prettier` plugin `prettier-plugin-organize-attributes` ### Changed - Respected the current date in the _FIRE_ calculator - Simplified the settings management in the admin control panel - Renamed the data source type `RAKUTEN` to `RAPID_API` ### Fixed - Fixed some links in the blog posts - Fixed the alignment of the value component on the allocations page ### Todo - Rename the environment variable from `RAKUTEN_RAPID_API_KEY` to `RAPID_API_API_KEY` ## 1.203.0 - 08.10.2022 ### Added - Supported a progressive line animation in the line chart component ### Changed - Moved the benchmark comparator from experimental to general availability - Improved the user interface of the benchmark comparator ### Fixed - Fixed an issue in the performance and chart calculation of today - Fixed the alignment of the value component in the admin control panel ## 1.202.0 - 07.10.2022 ### Added - Added support for a translated 4% rule in the _FIRE_ section ### Changed - Improved the caching of the benchmarks in the markets overview (only cache if fetching was successful) - Improved the wording in the twitter bot service ### Fixed - Fixed the support for cryptocurrencies having a symbol with less than 3 characters (e.g. `SC-USD`) - Fixed the text truncation in the value component ## 1.201.0 - 01.10.2022 ### Added - Added a blog post: _Hacktoberfest 2022_ ### Changed - Improved the usage of the value component in the admin control panel - Improved the language localization for Español (`es`) ### Fixed - Fixed the usage of the value component on the allocations page ## 1.200.0 - 01.10.2022 ### Added - Added a mini statistics section to the landing page including pulls on _Docker Hub_ - Added an _As seen in_ section to the landing page - Added support for an icon in the value component ### Changed - Upgraded `prisma` from version `4.1.1` to `4.4.0` ## 1.199.1 - 27.09.2022 ### Added - Set up the language localization for Español (`es`) - Added support for sectors in mutual funds ## 1.198.0 - 25.09.2022 ### Added - Added support to exclude an account from analysis - Set up the language localization for Nederlands (`nl`) ## 1.197.0 - 24.09.2022 ### Added - Added the value of the active filter in percentage on the allocations page - Extended the feature overview page by multi-language support (English, German, Italian) ### Changed - Combined the performance and chart calculation - Improved the style of various selectors (density) ## 1.196.0 - 22.09.2022 ### Added - Set up the language localization for Italian (`it`) - Extended the landing page ## 1.195.0 - 20.09.2022 ### Changed - Improved the algorithm of the performance chart calculation ### Fixed - Improved the chart tooltip of the benchmark comparator ## 1.194.0 - 17.09.2022 ### Added - Added `NODE_ENV: production` to the `docker-compose` files (`docker-compose.yml` and `docker-compose.build.yml`) - Visualized the percentage of the active filter on the allocations page ### Changed - Improved the language localization for German (`de`) ### Fixed - Respected the end date in the performance chart calculation ### Todo - Set `NODE_ENV: production` as in [docker-compose.yml](https://github.com/ghostfolio/ghostfolio/blob/main/docker/docker-compose.yml) ## 1.193.0 - 14.09.2022 ### Changed - Sorted the benchmarks by name - Extended the pricing page ### Fixed - Fixed the calculations of the exchange rate service by changing `USD` to the base currency - Fixed the missing assets during the local development ## 1.192.0 - 11.09.2022 ### Changed - Simplified the configuration of the benchmarks: `symbolProfileId` instead of `dataSource` and `symbol` - Upgraded `yahoo-finance2` from version `2.3.3` to `2.3.6` ### Fixed - Improved the loading indicator of the benchmark comparator - Improved the error handling in the benchmark calculation ## 1.191.0 - 10.09.2022 ### Changed - Removed the `currency` and `viewMode` from the `User` database schema ### Fixed - Allowed the date range change for the demo user ## 1.190.0 - 10.09.2022 ### Added - Added the date range component to the benchmark comparator ### Changed - Improved the mobile layout of the benchmark comparator - Migrated the date range setting from the locale storage to the user settings - Refactored the `currency` and `view mode` in the user settings ## 1.189.0 - 08.09.2022 ### Changed - Distinguished between currency and unit in the chart tooltip ### Fixed - Fixed the benchmark chart in the benchmark comparator (experimental) ## 1.188.0 - 06.09.2022 ### Added - Added a benchmark comparator (experimental) ### Fixed - Improved the asset profile details dialog for assets without a (first) activity in the admin control panel ## 1.187.0 - 03.09.2022 ### Added - Supported units in the line chart component - Added a new chart calculation engine (experimental) ## 1.186.2 - 03.09.2022 ### Changed - Decreased the rate limiter duration of queue jobs from 5 to 4 seconds - Removed the alias from the `User` database schema - Upgraded `angular` from version `14.1.0` to `14.2.0` - Upgraded `Nx` from version `14.5.1` to `14.6.4` ### Fixed - Fixed the environment variables `REDIS_HOST`, `REDIS_PASSWORD` and `REDIS_PORT` in the Redis configuration - Handled errors in the portfolio calculation if there is no internet connection - Fixed the _GitHub_ contributors count on the about page ## 1.185.0 - 30.08.2022 ### Added - Added a skeleton loader to the market mood component in the markets overview ### Changed - Moved the build pipeline from _Travis_ to _GitHub Actions_ - Increased the caching of the benchmarks ### Fixed - Disabled the language selector for the demo user ## 1.184.2 - 28.08.2022 ### Added - Added the alias to the `Access` database schema - Added support for translated time distances - Added a _GitHub Action_ to create an `linux/arm64` docker image ### Changed - Improved the language localization for German (`de`) ### Fixed - Fixed the missing assets during the local development ## 1.183.0 - 24.08.2022 ### Added - Added a filter by asset sub class for the asset profiles in the admin control ### Changed - Improved the language localization for German (`de`) ## 1.182.0 - 23.08.2022 ### Changed - Improved the language localization for German (`de`) - Extended and made the columns of the asset profiles sortable in the admin control - Moved the asset profile details in the admin control panel to a dialog ## 1.181.2 - 21.08.2022 ### Added - Added a language selector to the user account page - Added support for translated labels in the value component ### Changed - Integrated the commands `database:setup` and `database:migrate` into the container start ### Fixed - Fixed a division by zero error in the benchmarks calculation ### Todo - Apply manual data migration (`yarn database:migrate`) is not needed anymore ## 1.180.1 - 18.08.2022 ### Added - Set up `ng-extract-i18n-merge` to improve the i18n extraction and merge workflow - Set up the language localization for German (`de`) - Resolved the feature graphic of the blog post ### Changed - Tagged template literal strings in components for localization with `$localize` ### Fixed - Fixed the license component in the about page - Fixed the links to the blog posts ## 1.179.5 - 15.08.2022 ### Added - Set up i18n support - Added a blog post: _500 Stars on GitHub_ ### Changed - Reduced the maximum width of the performance chart on the home page ## 1.178.0 - 09.08.2022 ### Added - Added `url` to the symbol profile overrides model for manual adjustments - Added default values for `countries` and `sectors` of the symbol profile overrides model ### Changed - Simplified the initialization of the exchange rate service - Improved the orders query for `assetClass` with symbol profile overrides - Improved the style of the benchmarks in the markets overview ### Todo - Apply data migration (`yarn database:migrate`) ## 1.177.0 - 04.08.2022 ### Added - Added `GHOSTFOLIO` as a default to `DATA_SOURCES` - Added the `AGPLv3` logo to the landing page ### Changed - Refactored the initialization of the exchange rate service - Upgraded `angular` from version `14.0.2` to `14.1.0` - Upgraded `nestjs` from version `8.4.7` to `9.0.7` - Upgraded `Nx` from version `14.3.5` to `14.5.1` - Upgraded `prisma` from version `3.15.2` to `4.1.1` ### Fixed - Handled database connection errors (do not exit process) ## 1.176.2 - 31.07.2022 ### Added - Added page titles ### Changed - Improved the performance of data provider requests by introducing a maximum number of symbols per request (chunk size) - Changed the log level settings - Refactored the access of the environment variables in the bootstrap function (api) - Upgraded `Node.js` from version `14` to `16` (`Dockerfile`) ### Todo - Upgrade to `Node.js` 16+ ## 1.175.0 - 29.07.2022 ### Added - Set up a Frequently Asked Questions (FAQ) page - Added the savings rate to the investment timeline grouped by month ### Fixed - Added the symbols to the activities in the account detail dialog ## 1.174.0 - 27.07.2022 ### Added - Supported a note for activities ### Todo - Apply data migration (`yarn database:migrate`) ## 1.173.0 - 23.07.2022 ### Fixed - Fixed an issue with the currency inconsistency in the _Yahoo Finance_ service (convert from `USX` to `USD`) ## 1.172.0 - 23.07.2022 ### Added - Added a blog post: _Ghostfolio meets Internet Identity_ ## 1.171.0 - 22.07.2022 ### Added - Added _Internet Identity_ as a new social login provider ### Changed - Improved the empty state of the - _Analysis_ section - _Holdings_ section - performance chart on the home page ### Fixed - Fixed the distorted tooltip in the performance chart on the home page - Fixed a calculation issue of the current month in the investment timeline grouped by month ### Todo - Apply data migration (`yarn database:migrate`) ## 1.170.0 - 19.07.2022 ### Added - Added support for the tags in the create or edit transaction dialog - Added support for the cryptocurrency _TerraUSD_ (`UST-USD`) ### Changed - Removed the alias from the user interface as a preparation to remove it from the `User` database schema - Removed the activities import limit for users with a subscription ### Todo - Rename the environment variable from `MAX_ORDERS_TO_IMPORT` to `MAX_ACTIVITIES_TO_IMPORT` ## 1.169.0 - 14.07.2022 ### Added - Added support for the cryptocurrency _Songbird_ (`SGB1-USD`) - Added support for the cryptocurrency _Terra 2.0_ (`LUNA2-USD`) - Added a blog post ### Changed - Refreshed the cryptocurrencies list to support more coins by default - Upgraded `date-fns` from version `2.22.1` to `2.28.0` ## 1.168.0 - 10.07.2022 ### Added - Extended the investment timeline grouped by month ### Changed - Handled an occasional currency pair inconsistency in the _Yahoo Finance_ service (`GBP=X` instead of `USDGBP=X`) ### Fixed - Fixed the content height of the account detail dialog ## 1.167.0 - 07.07.2022 ### Added - Added _Markets_ to the public pages ### Changed - Improved the _Create Account_ link in the _Live Demo_ - Upgraded `ngx-markdown` from version `13.0.0` to `14.0.1` ### Fixed - Fixed an issue in the _Holdings_ section for users without a subscription ## 1.166.0 - 30.06.2022 ### Added - Added an account detail dialog ### Changed - Improved the label of the (symbol) search - Refactored the demo account as a route (`/demo`) - Upgraded `nestjs` from version `8.2.3` to `8.4.7` - Upgraded `prisma` from version `3.14.0` to `3.15.2` - Upgraded `yahoo-finance2` from version `2.3.2` to `2.3.3` - Upgraded `zone.js` from version `0.11.4` to `0.11.6` ## 1.165.0 - 25.06.2022 ### Added - Added an icon and name column to the positions table - Added a reusable premium indicator component ### Changed - Moved the positions table to a dedicated section (_Holdings_) - Changed the data gathering by symbol endpoint to delete data first ## 1.164.0 - 23.06.2022 ### Added - Added the positions table including performance to the public page ## 1.163.0 - 22.06.2022 ### Changed - Improved the onboarding for iOS ## 1.162.0 - 18.06.2022 ### Added - Added a _Privacy Policy_ page ### Changed - Simplified the header ### Fixed - Fixed an issue with the currency inconsistency in the _Yahoo Finance_ service (convert from `ILA` to `ILS`) ## 1.161.1 - 16.06.2022 ### Added - Added the vertical hover line to inspect data points in the performance chart on the home page ### Changed - Improved the landing page - Upgraded `angular` from version `13.3.6` to `14.0.2` - Upgraded `Nx` from version `14.1.4` to `14.3.5` - Upgraded `storybook` from version `6.4.22` to `6.5.9` ### Fixed - Improved the error handling of missing market prices ## 1.160.0 - 15.06.2022 ### Fixed - Fixed the `No data provider has been found` error in the search (regression after `envalid` upgrade to `7.3.1` in Ghostfolio `1.157.0`) ## 1.159.0 - 15.06.2022 ### Changed - Changed the default `HOST` to `0.0.0.0` - Refactored the endpoint of the public page (filter by equity) ## 1.158.1 - 12.06.2022 ### Added - Extended the queue jobs view in the admin control panel by a data dialog ### Changed - Exposed the environment variable `HOST` - Decreased the number of attempts of queue jobs from `20` to `10` (fail earlier) - Improved the message for data provider errors in the client - Changed the label from _Balance_ to _Cash Balance_ in the account dialog - Restructured the documentation for self-hosting ## 1.157.0 - 11.06.2022 ### Added - Extended the queue jobs view in the admin control panel by the number of attempts and the status ### Changed - Migrated the historical market data gathering to the queue design pattern - Refreshed the cryptocurrencies list to support more coins by default - Increased the historical data chart of the _Fear & Greed Index_ (market mood) to 180 days - Upgraded `chart.js` from version `3.7.0` to `3.8.0` - Upgraded `envalid` from version `7.2.1` to `7.3.1` ### Fixed - Reloaded the accounts of a user after creating, editing or deleting one - Excluded empty items in the activities filter ## 1.156.0 - 05.06.2022 ### Added - Added the user id to the user account page - Added a new view with jobs of the queue to the admin control panel ### Changed - Simplified the features page - Restructured the _FIRE_ section - Upgraded `@simplewebauthn/browser` and `@simplewebauthn/server` from version `4.1.0` to `5.2.1` ### Fixed - Fixed the `docker-compose` files to resolve variables correctly ## 1.155.0 - 29.05.2022 ### Added - Added `EOD_HISTORICAL_DATA` as a new data source type ### Changed - Exposed the environment variable `REDIS_PASSWORD` ### Fixed - Fixed the empty state of the portfolio proportion chart component (with 2 levels) ### Todo - Apply data migration (`yarn database:migrate`) ## 1.154.0 - 28.05.2022 ### Added - Added a vertical hover line to inspect data points in the line chart component ### Changed - Improved the tooltips of the chart components (content and style) - Simplified the pricing page - Improved the rounding numbers in the twitter bot service - Removed the dependency `round-to` ## 1.153.0 - 27.05.2022 ### Added - Extended the benchmarks of the markets overview by the current market condition (bear and bull market) - Extended the twitter bot service by benchmarks - Added value redaction for the impersonation mode in the API response as an interceptor ### Changed - Changed the twitter bot service to rest on the weekend - Upgraded `prisma` from version `3.12.0` to `3.14.0` ### Fixed - Fixed a style issue in the benchmark component on mobile ## 1.152.0 - 26.05.2022 ### Added - Added the _Ghostfolio_ trailer to the landing page - Extended the benchmarks in the markets overview by the current change to the all time high ## 1.151.0 - 24.05.2022 ### Added - Added support to set the base currency as an environment variable (`BASE_CURRENCY`) ### Fixed - Fixed an issue with the missing conversion of countries in the symbol profile overrides ## 1.150.0 - 21.05.2022 ### Changed - Skipped data enhancer (_Trackinsight_) if data is inaccurate ### Fixed - Fixed an issue with the currency conversion in the account calculations - Fixed an issue with countries in the symbol profile overrides ## 1.149.0 - 16.05.2022 ### Added - Added groups to the activities filter component - Added support for filtering by asset class on the allocations page ## 1.148.0 - 14.05.2022 ### Added - Supported enter key press to submit the form of the create or edit transaction dialog - Added a _Report Data Glitch_ button to the position detail dialog ### Fixed - Fixed the date format of the date picker and support manual changes - Fixed the state of the account delete button (disable if account contains activities) - Fixed an issue in the activities filter component (typing a search term) ## 1.147.0 - 10.05.2022 ### Changed - Improved the allocations page with no filtering (include cash positions) ## 1.146.3 - 08.05.2022 ### Added - Set up a queue for the data gathering jobs - Set up _Nx Cloud_ ### Changed - Migrated the asset profile data gathering to the queue design pattern - Improved the allocations page with no filtering - Harmonized the _No data available_ label in the portfolio proportion chart component - Improved the _FIRE_ calculator for the _Live Demo_ - Simplified the about page - Upgraded `angular` from version `13.2.2` to `13.3.6` - Upgraded `Nx` from version `13.8.5` to `14.1.4` - Upgraded `storybook` from version `6.4.18` to `6.4.22` ### Fixed - Eliminated the circular dependencies in the `@ghostfolio/common` library ## 1.145.0 - 07.05.2022 ### Added - Added support for filtering by accounts on the allocations page - Added support for private equity - Extended the form to set the asset and asset sub class for (wealth) items ### Changed - Refactored the filtering (activities table and allocations page) ### Fixed - Fixed the tooltip update in the portfolio proportion chart component ### Todo - Apply data migration (`yarn database:migrate`) ## 1.144.0 - 30.04.2022 ### Added - Added support for commodities (via futures) - Added support for real estate ### Changed - Improved the layout of the position detail dialog - Upgraded `yahoo-finance2` from version `2.3.1` to `2.3.2` ### Fixed - Fixed the import validation for numbers equal 0 - Fixed the color of the spinner in the activities filter component (dark mode) ### Todo - Apply data migration (`yarn database:migrate`) ## 1.143.0 - 26.04.2022 ### Changed - Improved the filtering by tags ## 1.142.0 - 25.04.2022 ### Added - Added the tags to the create or edit transaction dialog - Added the tags to the position detail dialog ### Changed - Changed the date to UTC in the data gathering service - Reused the value component in the users table of the admin control panel ## 1.141.1 - 24.04.2022 ### Added - Added the database migration ### Todo - Apply data migration (`yarn database:migrate`) ## 1.141.0 - 24.04.2022 ### Added - Added a tagging system for activities ### Changed - Extracted the activities table filter to a dedicated component - Changed the url of the _Get Started_ link to `https://ghostfol.io` on the public page - Simplified `@@id` using multiple fields with `@id` in the database schema of (`Access`, `Order`, `Subscription`) - Upgraded `prisma` from version `3.11.1` to `3.12.0` ### Todo - Apply data migration (`yarn database:migrate`) ## 1.140.2 - 22.04.2022 ### Added - Added support for sub-labels in the value component - Added a symbol profile overrides model for manual adjustments ### Changed - Reused the value component in the _Ghostfolio in Numbers_ section of the about page - Persisted the savings rate in the _FIRE_ calculator - Upgraded `yahoo-finance2` from version `2.3.0` to `2.3.1` ### Fixed - Fixed the calculation of the total value for sell and dividend activities in the create or edit transaction dialog ### Todo - Apply data migration (`yarn database:migrate`) ## 1.139.0 - 18.04.2022 ### Added - Added the total amount to the tooltip in the chart of the _FIRE_ calculator ### Changed - Beautified the ETF names in the asset profile ### Fixed - Fixed an issue with changing the investment horizon in the chart of the _FIRE_ calculator - Fixed an issue with the end dates in the `.ics` file of the future activities (drafts) export - Fixed the data source of the _Fear & Greed Index_ (market mood) ## 1.138.0 - 16.04.2022 ### Added - Added support to export a single future activity (draft) as an `.ics` file - Added the _Boringly Getting Rich_ guide to the resources section ### Changed - Separated the deposit and savings in the chart of the _FIRE_ calculator ## 1.137.0 - 15.04.2022 ### Added - Added support to export future activities (drafts) as an `.ics` file ### Changed - Migrated the search functionality to `yahoo-finance2` ### Fixed - Fixed an issue in the average price / investment calculation for sell activities ## 1.136.0 - 13.04.2022 ### Changed - Changed the _Total_ label to _Total Assets_ in the portfolio summary tab on the home page ### Fixed - Fixed an issue with the calculation of the projected total amount in the _FIRE_ calculator - Fixed an issue with the loading state of the _FIRE_ calculator ## 1.135.0 - 10.04.2022 ### Added - Added a calculator to the _FIRE_ section - Added support for the cryptocurrency _Terra_ (`LUNA1-USD`) - Added support for the cryptocurrency _THORChain_ (`RUNE-USD`) ## 1.134.0 - 09.04.2022 ### Changed - Switched to the new calculation engine - Improved the 4% rule in the _FIRE_ section - Changed the background of the header to a solid color ## 1.133.0 - 07.04.2022 ### Changed - Improved the empty state of the portfolio proportion chart component ### Fixed - Fixed an issue with dates in the value component ## 1.132.1 - 06.04.2022 ### Fixed - Fixed an issue with percentages in the value component ## 1.132.0 - 06.04.2022 ### Added - Added support for localization (date and number format) in user settings ### Changed - Improved the label of the average price from _Ø Buy Price_ to _Average Unit Price_ ## 1.131.1 - 04.04.2022 ### Fixed - Fixed the missing API version in the _Stripe_ success callback url ## 1.131.0 - 02.04.2022 ### Added - Added API versioning - Added more durations in the coupon system ### Changed - Displayed the value in base currency in the accounts table on mobile - Displayed the value in base currency in the activities table on mobile - Renamed `orders` to `activities` in import and export functionality - Harmonized the algebraic sign of `currentGrossPerformancePercent` and `currentNetPerformancePercent` with `currentGrossPerformance` and `currentNetPerformance` - Improved the pricing page - Upgraded `prisma` from version `3.10.0` to `3.11.1` - Upgraded `yahoo-finance2` from version `2.2.0` to `2.3.0` ## 1.130.0 - 30.03.2022 ### Added - Added a _FIRE_ (Financial Independence, Retire Early) section including the 4% rule - Added more durations in the coupon system ### Fixed - Fixed an issue with the currency conversion (duplicate) in the account calculations ## 1.129.0 - 26.03.2022 ### Added - Added the calculation for developed vs. emerging markets to the allocations page - Added a hover effect to the page tabs - Extended the feature overview page by _Bonds_ and _Emergency Fund_ ## 1.128.0 - 19.03.2022 ### Added - Added the attribute `defaultMarketPrice` to the scraper configuration to improve the support for bonds - Added a hover effect to the table style ### Fixed - Fixed an issue with the user currency of the public page - Fixed an issue in the performance calculation with recent activities in the new calculation engine ## 1.127.0 - 16.03.2022 ### Changed - Improved the error handling in the scraper configuration ### Fixed - Fixed the support for multiple symbols of the data source `GHOSTFOLIO` ## 1.126.0 - 14.03.2022 ### Added - Added support for bonds ### Changed - Restructured the portfolio summary tab on the home page - Improved the tooltips in the portfolio proportion chart component by introducing multilines ### Todo - Apply data migration (`yarn database:migrate`) ## 1.125.0 - 12.03.2022 ### Added - Added support for an emergency fund - Added the contexts to the logger commands ### Changed - Upgraded `Nx` from version `13.8.1` to `13.8.5` ## 1.124.0 - 06.03.2022 ### Added - Added support for setting a duration in the coupon system ### Changed - Upgraded `ngx-skeleton-loader` from version `2.9.1` to `5.0.0` - Upgraded `prisma` from version `3.9.1` to `3.10.0` - Upgraded `yahoo-finance2` from version `2.1.9` to `2.2.0` ## 1.123.0 - 05.03.2022 ### Added - Included data provider errors in the API response ### Changed - Removed the redundant attributes (`currency`, `dataSource`, `symbol`) of the activity model - Removed the prefix for symbols with the data source `GHOSTFOLIO` ### Fixed - Improved the account calculations ### Todo - Apply data migration (`yarn database:migrate`) ## 1.122.0 - 01.03.2022 ### Added - Added support for click in the portfolio proportion chart component ### Fixed - Fixed an issue with undefined currencies after creating an activity ## 1.121.0 - 27.02.2022 ### Added - Added support for mutual funds - Added the url to the symbol profile model ### Changed - Migrated from `yahoo-finance` to `yahoo-finance2` ### Todo - Apply data migration (`yarn database:migrate`) ## 1.120.0 - 25.02.2022 ### Changed - Distinguished the labels _Other_ and _Unknown_ in the portfolio proportion chart component - Improved the portfolio entry page ### Fixed - Fixed the _Zen Mode_ ## 1.119.0 - 21.02.2022 ### Added - Added a trial for the subscription ## 1.118.0 - 20.02.2022 ### Changed - Improved the calculation of the overall performance percentage in the new calculation engine - Displayed features in features overview page based on permissions - Extended the data points of historical data in the admin control panel ## 1.117.0 - 19.02.2022 ### Changed - Moved the countries and sectors charts in the position detail dialog - Distinguished today’s data point of historical data in the admin control panel - Restructured the server modules ### Fixed - Fixed the allocations by account for non-unique account names - Added a fallback to the default account if the `accountId` is invalid in the import functionality for activities ## 1.116.0 - 16.02.2022 ### Added - Added a service to tweet the current _Fear & Greed Index_ (market mood) ### Changed - Improved the mobile layout of the position detail dialog (countries and sectors charts) ### Fixed - Fixed the `maxItems` attribute of the portfolio proportion chart component - Fixed the time in market display of the portfolio summary tab on the home page ## 1.115.0 - 13.02.2022 ### Added - Added a feature overview page - Added the asset and asset sub class to the position detail dialog - Added the countries and sectors to the position detail dialog ### Changed - Upgraded `angular` from version `13.1.2` to `13.2.2` - Upgraded `Nx` from version `13.4.1` to `13.8.1` - Upgraded `storybook` from version `6.4.9` to `6.4.18` ## 1.114.1 - 10.02.2022 ### Fixed - Fixed the creation of (wealth) items ## 1.114.0 - 10.02.2022 ### Added - Added support for (wealth) items ### Todo - Apply data migration (`yarn database:migrate`) ## 1.113.0 - 09.02.2022 ### Changed - Improved the position of the currency column in the accounts table - Improved the position of the currency column in the activities table ### Fixed - Fixed an issue with the performance calculation in connection with fees in the new calculation engine ## 1.112.1 - 06.02.2022 ### Fixed - Fixed the creation of the user account (missing access token) ## 1.112.0 - 06.02.2022 ### Added - Added the export functionality to the position detail dialog ### Changed - Improved the export functionality for activities (respect filtering) - Removed the _Admin_ user from the database seeding - Assigned the role `ADMIN` on sign up (only if there is no admin yet) - Upgraded `prisma` from version `3.8.1` to `3.9.1` ### Fixed - Fixed an issue with the performance calculation in connection with a sell activity in the new calculation engine - Fixed the horizontal overflow in the accounts table - Fixed the horizontal overflow in the activities table - Fixed the total value of the activities table in the position detail dialog (absolute value) ### Todo - Apply data migration (`yarn database:migrate`) ## 1.111.0 - 03.02.2022 ### Added - Added support for deleting symbol profile data in the admin control panel ### Changed - Used `dataSource` and `symbol` from `SymbolProfile` instead of the `order` object (in `ExportService` and `PortfolioService`) ### Fixed - Fixed the symbol selection of the 7d data gathering ## 1.110.0 - 02.02.2022 ### Fixed - Fixed the data source of the _Fear & Greed Index_ (market mood) ### Todo - Apply data migration (`yarn database:migrate`) ## 1.109.0 - 01.02.2022 ### Added - Added support for the (optional) `accountId` in the import functionality for activities - Added support for the (optional) `dataSource` in the import functionality for activities - Added support for the data source transformation - Added support for the cryptocurrency _Mina Protocol_ (`MINA-USD`) ### Changed - Improved the usability of the form in the create or edit transaction dialog - Improved the consistent use of `symbol` in combination with `dataSource` - Removed the primary data source from the client ### Removed - Removed the unused endpoint `GET api/order/:id` ## 1.108.0 - 27.01.2022 ### Changed - Improved the annualized performance in the new calculation engine - Increased the historical data chart of the _Fear & Greed Index_ (market mood) to 90 days ## 1.107.0 - 24.01.2022 ### Added - Added a new calculation engine (experimental) ### Fixed - Fixed the style in the footer row of the activities table ## 1.106.0 - 23.01.2022 ### Added - Added the footer row with total fees and total value to the activities table ### Changed - Extended the historical data view in the admin control panel - Upgraded the _Stripe_ dependencies - Upgraded `prisma` from version `3.7.0` to `3.8.1` ### Fixed - Improved the redirection on logout ## 1.105.0 - 20.01.2022 ### Added - Added support for fetching multiple symbols in the `GOOGLE_SHEETS` data provider ### Changed - Improved the data provider with grouping by data source and thereby reducing the number of requests ### Fixed - Fixed the unresolved account names in the _X-ray_ section - Fixed the date conversion in the `GOOGLE_SHEETS` data provider ## 1.104.0 - 16.01.2022 ### Fixed - Fixed the fallback to load currencies directly from the data provider - Fixed the missing symbol profile data connection in the import functionality for activities ## 1.103.0 - 13.01.2022 ### Changed - Added links to the statistics section on the about page ### Fixed - Fixed the currency of the value in the position detail dialog ## 1.102.0 - 11.01.2022 ### Changed - Start eliminating `dataSource` from activity ### Fixed - Fixed the support for multiple accounts with the same name - Fixed the preselected default account of the create activity dialog ## 1.101.0 - 08.01.2022 ### Added - Added `GOOGLE_SHEETS` as a new data source type ### Changed - Excluded the url pattern of shared portfolios in the `robots.txt` file ### Todo - Apply data migration (`yarn database:migrate`) ## 1.100.0 - 05.01.2022 ### Added - Added the _Top 3_ and _Bottom 3_ performers to the analysis page - Added a blog post ### Fixed - Fixed the routing of the create activity dialog - Fixed the link color in the blog posts ## 1.99.0 - 01.01.2022 ### Added - Exposed the profile data gathering by symbol as an endpoint ### Changed - Improved the portfolio analysis page: show the y-axis and extend the chart in relation to the days in market - Restructured the about page - Start refactoring _transactions_ to _activities_ - Refactored the demo user id - Upgraded `angular` from version `13.0.2` to `13.1.1` - Upgraded `chart.js` from version `3.5.0` to `3.7.0` - Upgraded `Nx` from version `13.3.0` to `13.4.1` ### Fixed - Hid the data provider warning while loading - Fixed an exception with the market state caused by a failed data provider request - Fixed an exception in the portfolio position endpoint - Fixed the reload of the position detail dialog (with query parameters) - Fixed the missing mapping for Russia in the data enhancer for symbol profile data via _Trackinsight_ ## 1.98.0 - 29.12.2021 ### Added - Added the date range component to the holdings tab ### Changed - Extended the statistics section on the about page (users in Slack community) ### Fixed - Fixed the creation of historical data in the admin control panel (upsert instead of update) - Fixed the scrolling issue in the position detail dialog on mobile ## 1.97.0 - 28.12.2021 ### Added - Added the transactions to the position detail dialog - Added support for dividend ### Todo - Apply data migration (`yarn database:migrate`) ## 1.96.0 - 27.12.2021 ### Changed - Made the data provider warning more discreet - Upgraded `http-status-codes` from version `2.1.4` to `2.2.0` - Upgraded `ngx-device-detector` from version `2.1.1` to `3.0.0` - Upgraded `ngx-markdown` from version `12.0.1` to `13.0.0` - Upgraded `ngx-stripe` from version `12.0.2` to `13.0.0` - Upgraded `prisma` from version `3.6.0` to `3.7.0` ### Fixed - Fixed the file type detection in the import functionality for transactions ## 1.95.0 - 26.12.2021 ### Added - Added a warning to the log if the data gathering fails ### Fixed - Filtered potential `null` currencies - Improved the 7d data gathering optimization for currencies ## 1.94.0 - 25.12.2021 ### Added - Added support for cryptocurrencies _Cosmos_ (`ATOM-USD`) and _Polkadot_ (`DOT-USD`) ### Changed - Increased the historical data chart of the _Fear & Greed Index_ (market mood) to 30 days - Made the import functionality for transactions by `csv` files more flexible - Optimized the 7d data gathering (only consider symbols with incomplete market data) - Upgraded `prettier` from version `2.3.2` to `2.5.1` ## 1.93.0 - 21.12.2021 ### Added - Added support for the cryptocurrency _Solana_ (`SOL-USD`) - Extended the documentation for self-hosting with the [official Ghostfolio Docker image](https://hub.docker.com/r/ghostfolio/ghostfolio) ### Fixed - Converted errors to warnings in portfolio calculator ## 1.92.0 - 19.12.2021 ### Added - Added a line chart to the historical data view in the admin control panel - Supported the update of historical data in the admin control panel ### Fixed - Improved the redirection on logout - Fixed the permission for the system status page ## 1.91.0 - 18.12.2021 ### Changed - Removed the redundant all time high and all time low from the performance endpoint ### Fixed - Fixed the symbol conversion from _Yahoo Finance_ including a hyphen - Fixed hidden values (`0`) in the statistics section on the about page ### Todo - Apply data migration (`yarn database:migrate`) ## 1.90.0 - 14.12.2021 ### Added - Extended the validation in the import functionality for transactions by checking the currency of the data provider service - Added support for cryptocurrency _Uniswap_ - Set up pipeline for docker build ### Changed - Removed the default transactions import limit - Improved the landing page in dark mode ### Fixed - Fixed `/bin/sh: prisma: not found` in docker build - Added `apk` in `Dockerfile` (`python3 g++ make openssl`) ## 1.89.0 - 11.12.2021 ### Added - Extended the data gathering by symbol endpoint with an optional date ### Changed - Upgraded `Nx` from version `13.2.2` to `13.3.0` - Upgraded `storybook` from version `6.4.0-rc.3` to `6.4.9` ## 1.88.0 - 09.12.2021 ### Added - Added a coupon system ## 1.87.0 - 07.12.2021 ### Added - Supported the management of additional currencies in the admin control panel - Introduced the system message - Introduced the read-only mode ### Changed - Increased the historical data chart of the _Fear & Greed Index_ (market mood) to 10 days - Upgraded `prisma` from version `2.30.2` to `3.6.0` ## 1.86.0 - 04.12.2021 ### Added - Added the historical data chart of the _Fear & Greed Index_ (market mood) ### Changed - Improved the historical data view in the admin control panel (hide invalid and future dates) - Enabled the import functionality for transactions by default - Converted the symbols to uppercase to avoid case-sensitive duplicates in the symbol profile model ### Fixed - Improved the allocations by currency in combination with cash balances ## 1.85.0 - 01.12.2021 ### Fixed - Fixed the data gathering of the _Fear & Greed Index_ (market mood) ## 1.84.0 - 30.11.2021 ### Added - Exposed the data gathering by symbol as an endpoint ## 1.83.0 - 29.11.2021 ### Changed - Removed the experimental API ### Fixed - Eliminated the redundant storage of historical exchange rates ## 1.82.0 - 28.11.2021 ### Added - Added tabs with routing to the admin control panel - Added a new tab to manage historical data to the admin control panel ### Changed - Introduced tabs with routing to the home page ## 1.81.0 - 27.11.2021 ### Added - Added the value to the position detail dialog ### Changed - Upgraded `angular` from version `12.2.4` to `13.0.2` - Upgraded `angular-material-css-vars` from version `2.1.2` to `3.0.0` - Upgraded `nestjs` from version `7.6.18` to `8.2.3` - Upgraded `Nx` from version `12.8.0` to `13.2.2` - Upgraded `rxjs` from version `6.6.7` to `7.4.0` - Upgraded `storybook` from version `6.3.8` to `6.4.0-rc.3` ### Fixed - Fixed the broken line charts showing value labels if openend from the allocations page - Fixed the click event for drafts in the transactions table ## 1.80.0 - 23.11.2021 ### Added - Accentuated the all time high and the all time low ## 1.79.0 - 21.11.2021 ### Added - Added the value column to the positions table - Added support for cryptocurrency _Algorand_ ### Changed - Locked the symbol input in the edit transaction dialog - Filtered the account selector by account type (`SECURITIES`) in the create or edit transaction dialog ### Fixed - Fixed the search functionality for cryptocurrency symbols (do not show unsupported symbols) ## 1.78.0 - 20.11.2021 ### Added - Added a testimonial section to the landing page ### Fixed - Fixed the footer row border of the accounts table in dark mode ## 1.77.0 - 16.11.2021 ### Changed - Hid the _Get Started_ button on the registration page ### Fixed - Fixed the footer row of the accounts table on mobile - Fixed the transactions count calculation in the accounts table (exclude drafts) ## 1.76.0 - 14.11.2021 ### Added - Added the footer row with buying power and net worth to the accounts table ## 1.75.0 - 13.11.2021 ### Added - Added a logo to the log on the server start - Added the data gathering progress to the log and the admin control panel - Added the value column to the accounts table ## 1.74.0 - 11.11.2021 ### Changed - Adapted the decimal places for cryptocurrencies in the position detail dialog - Moved the _Fear & Greed Index_ (market mood) to a new tab on the home page ## 1.73.0 - 10.11.2021 ### Changed - Improved the info messages to add the first transaction ### Fixed - Fixed the skeleton loader of the portfolio holdings ## 1.72.0 - 08.11.2021 ### Changed - Cached the statistics section on the about page ## 1.71.0 - 07.11.2021 ### Changed - Changed the logger from `console.log()` to `Logger.log()` ### Fixed - Fixed an exception in the scraper configuration ## 1.70.0 - 07.11.2021 ### Changed - Improved the validation of `json` files in the import functionality for transactions - Moved the scraper configuration to the symbol profile model ### Todo - Apply data migration (`yarn database:migrate`) ## 1.69.0 - 07.11.2021 ### Added - Added the symbol mapping attribute to the symbol profile model ### Changed - Improved the registration page ### Todo - Apply data migration (`yarn database:migrate`) ## 1.68.0 - 01.11.2021 ### Changed - Prettified the generic scraper symbols in the portfolio proportion chart component - Extended the statistics section on the about page by the active users count (7d) - Extended the statistics section on the about page by the new users count ## 1.67.0 - 31.10.2021 ### Added - Added more details to the public page (currencies, sectors, continents and regions) - Added a `Dockerfile` and documentation to build a _Docker_ image ## 1.66.0 - 30.10.2021 ### Changed - Improved the landing page - Ordered the granted accesses by type ## 1.65.0 - 25.10.2021 ### Added - Added the user interface for granting and revoking public access to share the portfolio ### Changed - Moved the data enhancer calls from the data provider (`get()`) to the data gathering service to reduce traffic to 3rd party data providers - Changed the profile data gathering from every 12 hours to once every weekend ## 1.64.0 - 21.10.2021 ### Added - Added support for more cryptocurrency symbols like _Avalanche_, _Polygon_, _Shiba Inu_ etc. ### Changed - Changed the data provider service to handle a dynamic list of services ## 1.63.0 - 19.10.2021 ### Added - Added a public page to share the portfolio ### Changed - Improved the skeleton loader size of the portfolio proportion chart component ### Todo - Apply data migration (`yarn database:migrate`) ## 1.62.0 - 17.10.2021 ### Added - Extended the validation message of the import functionality for transactions ## 1.61.0 - 15.10.2021 ### Added - Extended the import functionality for transactions by `csv` files - Introduced the primary data source ### Changed - Restricted the file selector of the import functionality for transactions to `csv` and `json` ## 1.60.0 - 13.10.2021 ### Added - Extended the validation of the import functionality for transactions - Valid data types - Maximum number of orders - No duplicate orders - Data provider service returns data for the `dataSource` / `symbol` pair ### Changed - Harmonized the page layouts ### Fixed - Fixed the broken line charts showing value labels ## 1.59.0 - 11.10.2021 ### Added - Added a data enhancer for symbol profile data (countries and sectors) via _Trackinsight_ ### Changed - Changed the values of the global heat map to fixed-point notation ### Fixed - Fixed the links of cryptocurrency assets in the positions table - Fixed various values in the impersonation mode which have not been nullified ## 1.58.1 - 03.10.2021 ### Fixed - Fixed an issue in the symbol conversion for _Yahoo Finance_ (for a cryptocurrency with the same code as a currency) ## 1.58.0 - 02.10.2021 ### Changed - Improved the symbol conversion for _Yahoo Finance_: Support for _Solana USD_ (`SOL1-USD`) - Improved the tooltips of the allocations page - Upgraded `envalid` from version `7.1.0` to `7.2.1` ## 1.57.0 - 29.09.2021 ### Added - Added a protection for endpoints (subscriptions) ### Changed - Reformatted the exchange rates table in the admin control panel ## 1.56.0 - 25.09.2021 ### Added - Added a story for the line chart component - Added a story for the portfolio proportion chart component ### Changed - Changed the navigation to always show the portfolio page - Migrated the data type of currencies from `enum` to `string` in the database - Supported unlimited currencies (instead of `CHF`, `EUR`, `GBP` and `USD`) - Respected the accounts' currencies in the exchange rate service ### Fixed - Hid the actions from the accounts table in the _Presenter View_ - Hid the actions from the transactions table in the _Presenter View_ - Fixed the data gathering of the initial project setup (database seeding) ### Todo - Apply data migration (`yarn database:migrate`) ## 1.55.0 - 20.09.2021 ### Changed - Removed the default value of the data source attribute - Upgraded `@storybook` dependencies ### Fixed - Fixed an issue in the create or edit transaction dialog ### Todo - Apply data migration (`yarn database:migrate`) ## 1.54.0 - 18.09.2021 ### Added - Added the data source attribute to the symbol profile model ### Changed - Respected the data source attribute in the data provider service - Respected the data source attribute in the symbol data endpoint - Improved the search functionality of the data management (multiple data sources) ### Fixed - Hid the net performance in the _Presenter View_ (portfolio holdings and summary tab on the home page) - Hid the sign if the performance is zero in the value component ### Todo - Apply data migration (`yarn database:migrate`) ## 1.53.0 - 13.09.2021 ### Changed - Optimized the annualized performance calculation - Changed the data gathering selection from distinct orders to symbol profiles ## 1.52.0 - 11.09.2021 ### Added - Added the annualized performance to the portfolio summary tab on the home page - Added the Ghostfolio Slack channel to the about page ### Changed - Upgraded `@simplewebauthn/browser` and `@simplewebauthn/server` from version `3.0.0` to `4.1.0` ### Fixed - Fixed the sign in with fingerprint for some android devices ## 1.51.0 - 11.09.2021 ### Changed - Provided the name in the portfolio position endpoint ## 1.50.0 - 11.09.2021 ### Fixed - Fixed the _Fear & Greed Index_ (market mood) - Fixed the overlap of the home button with tabs on iOS (_Add to Home Screen_) ## 1.49.0 - 08.09.2021 ### Added - Added labels to the allocation chart by symbol on desktop ## 1.48.0 - 07.09.2021 ### Added - Added the attribute `precision` in the value component ### Fixed - Hid the performance in the _Presenter View_ ## 1.47.1 - 06.09.2021 ### Fixed - Fixed the search functionality for cryptocurrency symbols ## 1.46.0 - 05.09.2021 ### Added - Extended the statistics section on the about page by the _GitHub_ contributors count - Set up _Storybook_ - Added a story for the logo component - Added a story for the no transactions info component - Added a story for the trend indicator component - Added a story for the value component ### Changed - Switched from gross to net performance - Restructured the portfolio summary tab on the home page (fees and net performance) ## 1.45.0 - 04.09.2021 ### Added - Added a link below the holdings to manage the transactions - Added the allocation chart by symbol ### Changed - Restructured the allocations page - Upgraded `angular` from version `12.0.4` to `12.2.4` - Upgraded `@angular/cdk` and `@angular/material` from version `12.0.6` to `12.2.4` - Upgraded `Nx` from version `12.5.4` to `12.8.0` - Upgraded `prisma` from version `2.24.1` to `2.30.2` ### Fixed - Fixed the value formatting for integers (transactions count) ## 1.44.0 - 30.08.2021 ### Changed - Extended the sub classification of assets by cash - Upgraded `svgmap` from version `2.1.1` to `2.6.0` ### Fixed - Filtered out positions without any quantity in the positions table - Improved the symbol lookup: allow saving with valid symbol in create or edit transaction dialog ## 1.43.0 - 24.08.2021 ### Added - Extended the data management of symbol profile data by countries (automated for stocks) - Added a fallback for initially loading currencies if historical data is not yet available ## 1.42.0 - 22.08.2021 ### Added - Added the subscription type to the users table of the admin control panel - Introduced the sub classification of assets ### Todo - Apply data migration (`yarn database:migrate`) ## 1.41.0 - 21.08.2021 ### Added - Added a link to the system status page ### Changed - Improved the wording for the _Restricted View_: _Presenter View_ - Improved the style of the tables - Ignored cash assets in the allocation chart by sector, continent and country ### Fixed - Fixed an issue in the allocation chart by account (wrong calculation) - Fixed an issue in the allocation chart by account (missing cash accounts) ## 1.40.0 - 19.08.2021 ### Changed - Improved the fault tolerance of the portfolio details endpoint ### Fixed - Fixed the node engine version mismatch in `package.json` - Fixed an issue on the buy date in the position detail dialog - Fixed an issue with the currency inconsistency in the _Yahoo Finance_ service (convert from `GBp` to `GBP`) ## 1.39.0 - 16.08.2021 ### Added - Added an option to hide absolute values like performances and quantities (_Restricted View_) ### Changed - Restructured the allocations page ### Fixed - Fixed an issue with the performance in the portfolio summary tab on the home page (impersonation mode) - Fixed various values in the impersonation mode which have not been nullified ### Removed - Removed the current net performance - Removed the read foreign portfolio permission ### Todo - Apply data migration (`yarn database:migrate`) ## 1.38.0 - 14.08.2021 ### Added - Added the overview menu item on mobile ### Changed - Refactored the exchange rate service - Improved the users table in the admin control panel ## 1.37.0 - 13.08.2021 ### Added - Added the calculated net worth to the portfolio summary tab on the home page - Added the calculated time in market to the portfolio summary tab on the home page ### Changed - Improved the usability of the tabs on the home page - Restructured the portfolio summary tab on the home page - Upgraded `angular-material-css-vars` from version `2.1.0` to `2.1.2` ### Fixed - Fixed the position detail chart if there are missing historical data around the first buy date - Fixed the snack bar background color in dark mode - Fixed the search functionality for symbols (filter for supported currencies) ## 1.36.0 - 09.08.2021 ### Changed - Improved the data gathering handling on server restart - Respected the cash balance on the allocations page - Eliminated the name from the scraper configuration ### Fixed - Fixed hidden cryptocurrency holdings ## 1.35.0 - 08.08.2021 ### Changed - Hid the pagination of tabs - Improved the classification of assets - Improved the support for future transactions (drafts) - Optimized the accounts table for mobile - Upgraded `chart.js` from version `3.3.2` to `3.5.0` ### Fixed - Added a fallback if the exchange rate service has not been initialized correctly ### Todo - Apply data migration (`yarn database:migrate`) ## 1.34.0 - 07.08.2021 ### Changed - Restructured the page hierarchy ### Fixed - Fixed an issue with the currency conversion of the market price in the position detail dialog - Fixed the chart and missing data of positions from the past in the position detail dialog ## 1.33.0 - 05.08.2021 ### Fixed - Fixed an issue of a division by zero in the portfolio calculations - Fixed an issue with the currency conversion in the position detail dialog ## 1.32.0 - 04.08.2021 ### Added - Added the name to the position detail dialog when opened from the transactions table - Added a screenshot to the blog posts ### Fixed - Fixed the missing market state in the positions tab - Fixed the chart of positions with differing currency from user ## 1.31.1 - 01.08.2021 ### Fixed - Fixed an issue with the currency conversion in the portfolio calculations ## 1.31.0 - 01.08.2021 ### Added - Added more data points to the chart ### Changed - Rewritten the core engine for the portfolio calculations - Switched to [Time-Weighted Rate of Return](https://www.investopedia.com/terms/t/time-weightedror.asp) (TWR) for the performance calculation - Improved the performance of the portfolio calculations ## 1.30.0 - 31.07.2021 ### Added - Added the date range component to the positions tab - Added a blog ## 1.29.0 - 26.07.2021 ### Changed - Introduced tabs on the home page - Changed the menu icon if the menu is open on mobile ## 1.28.0 - 24.07.2021 ### Added - Extended the data management by symbol profile data - Added a currency attribute to the symbol profile model - Added a positions button on the home page which scrolls into the view ### Changed - Improved the style of the active page in the navigation on desktop - Removed the footer for users - Extended the _Zen Mode_ by positions - Improved the _Create Account_ message in the _Live Demo_ ## 1.27.0 - 18.07.2021 ### Changed - Improved the onboarding - Flow of creating a new account - Info message to add the first transaction ### Fixed - Fixed the chart on the landing page - Fixed the url to the _Fear & Greed Index_ on the resources page ## 1.26.0 - 17.07.2021 ### Added - Added the import functionality for transactions - Added the `robots.txt` file ### Changed - Improved the style of the current pricing plan - Improved the style of the transaction type badge - Set the public _Stripe_ key dynamically - Upgraded `angular-material-css-vars` from version `2.0.0` to `2.1.0` ### Fixed - Fixed the warn color (button) of the theme ## 1.25.0 - 11.07.2021 ### Added - Added the export functionality for transactions ### Changed - Respected the cash balance on the analysis page - Improved the settings selectors on the user account page - Harmonized the slogan to "Open Source Wealth Management Software" ### Fixed - Fixed rendering of currency and platform in dialogs (account and transaction) - Fixed an issue in the calculation of the average buy prices in the position detail chart ## 1.24.0 - 07.07.2021 ### Added - Added the total value in the create or edit transaction dialog - Added a balance attribute to the account model - Calculated the total balance (cash) ### Changed - Upgraded `@angular/cdk` and `@angular/material` from version `11.0.4` to `12.0.6` - Upgraded `@nestjs` dependencies - Upgraded `angular-material-css-vars` from version `1.2.0` to `2.0.0` - Upgraded `Nx` from version `12.3.6` to `12.5.4` ## 1.23.1 - 03.07.2021 ### Fixed - Fixed the investment chart (drafts) ## 1.23.0 - 03.07.2021 ### Added - Added support for future transactions (drafts) ## 1.22.0 - 25.06.2021 ### Added - Set the user id in the _Stripe_ callback ## 1.21.0 - 22.06.2021 ### Changed - Changed _Stripe_ mode from `subscription` to `payment` ### Fixed - Fixed the base currency on the pricing page ## 1.20.0 - 21.06.2021 ### Added - Set up _Stripe_ for subscriptions ### Changed - Improved the style of the _Ghostfolio in Numbers_ section ## 1.19.0 - 17.06.2021 ### Added - Added a _Ghostfolio in Numbers_ section to the about page ## 1.18.0 - 16.06.2021 ### Changed - Improved the pie chart: Investments by sector - Improved the onboarding for TWA by redirecting to the account registration page ## 1.17.0 - 15.06.2021 ### Changed - Improved the error page of the sign in with fingerprint - Disable the sign in with fingerprint selector for the demo user - Upgraded `angular` from version `11.2.4` to `12.0.4` - Upgraded `angular-material-css-vars` from version `1.1.2` to `1.2.0` - Upgraded `chart.js` from version `3.2.1` to `3.3.2` - Upgraded `date-fns` from version `2.19.0` to `2.22.1` - Upgraded `eslint` and `prettier` dependencies - Upgraded `ngx-device-detector` from version `2.0.6` to `2.1.1` - Upgraded `ngx-markdown` from version `11.1.2` to `12.0.1` ## 1.16.0 - 14.06.2021 ### Changed - Improved the sign in with fingerprint ## 1.15.0 - 14.06.2021 ### Added - Added a counter column to the transactions table - Added a label to indicate the default account in the accounts table - Added an option to limit the items in pie charts - Added sign in with fingerprint ### Changed - Cleaned up the analysis page with an unused chart module - Improved the cell alignment in the users table of the admin control panel ### Fixed - Fixed the last activity column of users in the admin control panel ## 1.14.0 - 09.06.2021 ### Added - Added a connect or create symbol profile model logic on creating a new transaction ### Changed - Improved the global heat map to visualize investments by country ## 1.13.0 - 08.06.2021 ### Added - Added a global heat map to visualize investments by country ## 1.12.0 - 06.06.2021 ### Added - Added a symbol profile model with additional data - Added new pie charts: Investments by continent and country ## 1.11.0 - 05.06.2021 ### Added - Added a dedicated page for the account registration - Rendered the average buy prices in the position detail chart (useful for recurring transactions) - Introduced the initial prisma migration ### Changed - Changed the buttons to links (``) on the tools page - Upgraded `prisma` from version `2.20.1` to `2.24.1` ## 1.10.1 - 02.06.2021 ### Fixed - Fixed an optional type in the user interface ## 1.10.0 - 02.06.2021 ### Changed - Moved the tools to a sub path (`/tools`) - Extended the pricing page and aligned with the subscription model ## 1.9.0 - 01.06.2021 ### Added - Added the year labels to the investment chart on the x-axis ### Changed - Respected the data source attribute of the transactions model in the data management for historical data - Prettified the generic scraper symbols in the transaction filtering component - Changed to the strict mode of distance formatting between two given dates ### Fixed - Fixed the sorting in various tables - Made the order of the rules in the _X-ray_ section consistent ## 1.8.0 - 24.05.2021 ### Added - Added a section for _Analysis_, _X-ray_ and upcoming tools ### Changed - Introduced a user service implemented as an observable store (single source of truth for state) ### Fixed - Fixed the performance chart by considering the investment - Fixed missing header of public pages (_About_, _Pricing_, _Resources_) ## 1.7.0 - 22.05.2021 ### Changed - Hid footer on mobile (except on landing page) ### Fixed - Fixed the internal navigation of the _Zen Mode_ in combination with a query parameter ## 1.6.0 - 22.05.2021 ### Added - Added an index in the users table of the admin control panel ### Changed - Improved the alignment in the users table of the admin control panel ## 1.5.0 - 22.05.2021 ### Added - Added _Zen Mode_: the distraction-free view ## 1.4.0 - 20.05.2021 ### Added - Added filtering by year in the transaction filtering component ### Changed - Renamed _Ghostfolio Account_ to _My Ghostfolio_ - Hid unknown exchange in the position overview - Disable the base currency selector for the demo user - Refactored the portfolio unit tests to work without database - Refactored the search functionality of the data management (aligned with data source) - Renamed shared helper to `@ghostfolio/common/helper` - Moved shared interfaces to `@ghostfolio/common/interfaces` - Moved shared types to `@ghostfolio/common/types` ## 1.3.0 - 15.05.2021 ### Changed - Refactored the active menu item state by parsing the current url - Used a desaturated background color for unknown types in pie charts - Renamed the columns _Initial Share_ and _Current Share_ to _Initial Allocation_ and _Current Allocation_ in the positions table ### Fixed - Fixed the link to the pricing page ## 1.2.1 - 14.05.2021 ### Changed - Updated the sitemap ## 1.2.0 - 14.05.2021 ### Changed - Harmonized the style of various tables - Keep the color per type when switching between _Initial_ and _Current_ in pie charts - Upgraded `chart.js` from version `3.0.2` to `3.2.1` - Moved the pricing section to a dedicated page - Improved the style of the transaction filtering component ### Fixed - Fixed the tooltips when switching between _Initial_ and _Current_ in pie charts ## 1.1.0 - 11.05.2021 ### Added - Added a button to fetch the current market price in the create or edit transaction dialog ### Changed - Improved the transaction filtering with multi filter support ### Fixed - Fixed the filtering by account name in the transactions table - Fixed the active menu item state when a modal has opened ## 1.0.0 - 05.05.2021 ### Added - Added the functionality to clone a transaction - Added a _Google Play_ badge on the landing page ### Changed - Changed to maskable icons ## 0.99.0 - 03.05.2021 ### Added - Added support for deleting users in the admin control panel ### Changed - Eliminated the platform attribute from the transaction model ## 0.98.0 - 02.05.2021 ### Added - Added the logic to create and update accounts ## 0.97.0 - 01.05.2021 ### Added - Added an account page as a preparation for the multi accounts support ## 0.96.0 - 30.04.2021 ### Added - Added the absolute change to the position detail dialog - Added the number of transactions to the position detail dialog ### Changed - Harmonized the slogan to "Open Source Portfolio Tracker" ## 0.95.0 - 28.04.2021 ### Added - Added a data source attribute to the transactions model ## 0.94.0 - 27.04.2021 ### Added - Added the generic scraper symbols to the symbol lookup results ## 0.93.0 - 26.04.2021 ### Changed - Improved the users table style of the admin control panel - Improved the background colors in the dark mode ## 0.92.0 - 25.04.2021 ### Added - Prepared further for multi accounts support: store account for new transactions - Added a horizontal scrollbar to the users table of the admin control panel ### Fixed - Fixed an issue in the header with outdated data - Fixed an issue on the about page with outdated data ## 0.91.0 - 25.04.2021 ### Added - Extended the support for feature flags to simplify the initial project setup - Prepared for multi accounts support ### Changed - Improved the style of the rules in the _X-ray_ section ## 0.90.0 - 22.04.2021 ### Added - Added the symbol logo to the position detail dialog - Introduced a third option for the market state: `delayed` (besides `open` and `closed`) ### Changed - Improved the users table of the admin control panel ## 0.89.0 - 21.04.2021 ### Added - Added a prettifier (pipe) for generic scraper symbols ### Fixed - Fixed the text truncation in buttons of the admin control panel ## 0.88.0 - 20.04.2021 ### Changed - Reverted the restoring of the scroll position when opening a new page ### Fixed - Fixed the frozen screen if the token has expired - Fixed some issues in the generic scraper ## 0.87.0 - 19.04.2021 ### Added - Added a generic scraper ### Fixed - Fixed an issue in the users table of the admin control panel with missing data ## 0.86.1 - 18.04.2021 ### Added - Added the license to the about page - Added a validation for environment variables - Added support for feature flags to simplify the initial project setup ### Changed - Changed the about page for the new license - Optimized the data management for historical data - Optimized the exchange rate service - Improved the users table of the admin control panel ### Fixed - Restored the scroll position when opening a new page ## 0.85.0 - 16.04.2021 ### Changed - Refactored many frontend components - Changed the routing to `routerLink` for an improved navigation experience - Simplified the initial project setup ## 0.84.0 - 11.04.2021 ### Fixed - Fixed static portfolio analysis rules (_Currency Cluster Risk_) if no positions in base currency - Initial Investment: Base Currency - Current Investment: Base Currency ## 0.83.0 - 11.04.2021 ### Added - Added a new static portfolio analysis rule: Fees in relation to the initial investment ### Changed - Reset the cache on the server start ### Fixed - Fixed an issue in the portfolio update on deleting a transaction - Fixed an issue in the _X-ray_ section (missing redirection on logout) ## 0.82.0 - 10.04.2021 ### Added - Added a gradient to the line charts - Added a selector to set the base currency on the user account page ## 0.81.0 - 06.04.2021 ### Added - Added support for assets in `GBP` - Added an error handling with messages in the client ### Changed - Changed the _Ghostfolio_ SaaS (cloud) from a `nano` to a `micro` instance for a better performance ## 0.80.0 - 05.04.2021 ### Changed - Improved the spacing in the header - Upgraded `chart.js` from version `2.9.4` to `3.0.2` ## 0.79.0 - 04.04.2021 ### Changed - Refactored the data management services - Upgraded `bootstrap` from version `4.5.3` to `4.6.0` - Upgraded `date-fns` from version `2.16.1` to `2.19.0` - Upgraded `ionicons` from version `5.4.0` to `5.5.1` - Upgraded `lodash` from version `4.17.20` to `4.17.21` - Upgraded `ngx-markdown` from version `11.1.0` to `11.1.2` - Upgraded `ngx-skeleton-loader` from version `2.6.2` to `2.9.1` - Upgraded `prisma` from version `2.18.0` to `2.20.1` ## 0.78.0 - 04.04.2021 ### Added - Added a spinner to the create or edit transaction dialog - Added support for the back button in - portfolio performance chart dialog - position detail dialog - create transaction dialog - edit transaction dialog ### Changed - Improved the single platform rule by adding the number of platforms ## 0.77.1 - 03.04.2021 ### Changed - Minor improvements ## 0.77.0 - 03.04.2021 ### Added - Added support for base currency in user settings - Added an investment risk disclaimer to the footer - Added two more static portfolio analysis rules: - _Currency Cluster Risk_ (current investment) - _Platform Cluster Risk_ (current investment) ### Changed - Grouped the _X-ray_ section visually in _Currency Cluster Risk_ and _Platform Cluster Risk_ ## 0.76.0 - 02.04.2021 ### Added - Added two more static portfolio analysis rules: - _Currency Cluster Risk_ (base currency) - _Platform Cluster Risk_ (single platform) ### Fixed - Fixed an issue in the _X-ray_ section (empty portfolio) ## 0.75.0 - 01.04.2021 ### Fixed - Fixed an issue in the exchange rate service occurring on the first day of the month ## 0.74.0 - 01.04.2021 ### Added - Added a _Create Account_ message in the _Live Demo_ - Added skeleton loaders to the _X-ray_ section ### Changed - Improved the alignment of the _Why Ghostfolio?_ section - Improved the style of the _Fear & Greed Index_ (market mood) ## 0.73.0 - 31.03.2021 ### Added - Added the _Fear & Greed Index_ (market mood) to the portfolio performance chart dialog - Added a link to the info box on the analysis page ### Changed - Improved the intro text in the _X-ray_ section ### Fixed - Fixed the flickering of the _Sign in_ button in the header ## 0.72.1 - 30.03.2021 ### Fixed - Fixed an issue with updating or resetting the platform of a transaction ## 0.72.0 - 30.03.2021 ### Added - Added an intro text to the _X-ray_ section ### Changed - Improved the editing of transactions - Harmonized the page titles ### Fixed - Fixed an issue with wrong transaction dates ## 0.71.0 - 28.03.2021 ### Added - Added the second static portfolio analysis rule: _Platform Cluster Risk_ ### Changed - Improved the style in the _X-ray_ section ## 0.70.0 - 27.03.2021 ### Added - Added the current _Fear & Greed Index_ as text - Extended the landing page text: _Ghostfolio_ empowers busy folks... - Added the first static portfolio analysis rule in the brand new _X-ray_ section ### Changed - Improved the spacing in the footer ## 0.69.0 - 27.03.2021 ### Added - Added the current _Fear & Greed Index_ to the resources page ## 0.68.0 - 26.03.2021 ### Changed - Improved the performance of the position detail dialog ### Fixed - Fixed a scroll issue in dialogs ## 0.67.0 - 26.03.2021 ### Added - Added an experimental API to get historical data for benchmarks ## 0.66.0 - 25.03.2021 ### Added - Added a chevron to the position - Added an experimental API to get benchmark data ## 0.65.0 - 24.03.2021 ### Added - Added a legend to the portfolio performance chart - Added a placeholder to the filter of the transactions table ### Changed - Changed the regular data management check to a smarter approach ## 0.64.0 - 23.03.2021 ### Added - Added an index to the market data database table ### Changed - Optimized the other dialogs for mobile (full screen and close button) ## 0.63.0 - 22.03.2021 ### Changed - Improved the transactions table - Optimized the position detail dialog for mobile (full screen and close button) ## 0.62.0 - 21.03.2021 ### Fixed - Fixed an issue while loading data concurrently via the date range component ## 0.61.0 - 21.03.2021 ### Fixed - Fixed an issue in the performance calculation if there are only transactions from today ## 0.60.0 - 20.03.2021 ### Added - Added a button to create the first transaction on the analysis page ### Fixed - Fixed an issue on the analysis page if there are only transactions from today ## 0.59.0 - 20.03.2021 ### Added - Extended the landing page text: Why _Ghostfolio_? - Extended the glossary of the resources page ## 0.58.0 - 20.03.2021 ### Added - Added meta data for _Open Graph_ and _Twitter Cards_ - Added meta data: `description` and `keywords` ### Changed - Improved the icon ### Fixed - Fixed the `sitemap.xml` file ## 0.57.0 - 19.03.2021 ### Added - Added the `sitemap.xml` file - Added a resources page - Added a chart to the landing page ### Changed - Improved the performance chart - Improved the average buy price in the position detail chart - Improved the style of the active page in the navigation on mobile ## 0.56.0 - 18.03.2021 ### Added - Added the quantity and investment in the position detail dialog ### Changed - Improved the performance chart - Improved the performance calculation - Improved the average buy price in the position detail chart ## 0.55.0 - 16.03.2021 ### Changed - Improved the performance calculation ## 0.54.0 - 15.03.2021 ### Added - Added another _Create Account_ button at the end of the landing page ### Fixed - Fixed an issue in the position detail chart if the position has been bought today (no historical data) - Fixed an issue in the transaction service with unordered items ## 0.53.0 - 14.03.2021 ### Added - Set up database backup ### Changed - Improved `site.webmanifest` ## 0.52.0 - 14.03.2021 ### Changed - Added the membership status to the user account page ### Fixed - Fixed an issue in the chart (empty portfolio) ## 0.51.0 - 14.03.2021 ### Changed - Changed the default number of rows from 10 to 7 in the positions table ## 0.50.1 - 13.03.2021 ### Fixed - Fixed the button to expand rows in the positions table ## 0.50.0 - 13.03.2021 ### Added - Added filters to switch between _Original Shares_ vs. _Current Shares_ in pie charts - Added a button to expand rows in the positions table ### Changed - Ordered platforms by name in edit transaction dialog - Modularized the date range component ### Fixed - Fixed the error handling for the data management (errors in nested data) ## 0.49.0 - 13.03.2021 ### Added - Added additional portfolio filters for `1Y` and `5Y` - Added an error handling for the data management ### Changed - Improved the pricing section ## 0.48.1 - 11.03.2021 ### Fixed - Fixed the about page for unauthorized users ## 0.48.0 - 11.03.2021 ### Added - Added a pricing section ### Changed - Improved the positions and transactions table - Harmonized alignment - Enabled position detail dialog ## 0.47.0 - 10.03.2021 ### Added - Added a positions table with information about _Original Shares_ vs. _Current Shares_ - Added data management to control panel ## 0.46.0 - 09.03.2021 ### Added - Added permission based access-control - Added an admin control panel ## 0.45.0 - 08.03.2021 ### Changed - Changed the data management of benchmarks with extended persistency - Changed the data management of currencies with extended persistency ## 0.44.0 - 07.03.2021 ### Changed - Changed the data management with extended persistency - Upgraded `prisma` from version `2.16.1` to `2.18.0` - Upgraded `angular` from version `11.0.9` to `11.2.4` ## 0.43.0 - 04.03.2021 ### Fixed - Fixed missing columns (_Quantity_, _Unit Price_ and _Fee_) in transactions table - Fixed displaying edit transaction dialog in impersonation mode - Fixed `/.well-known/assetlinks.json` for TWA ## 0.42.0 - 03.03.2021 ### Changed - Improved the skeleton loader (minor) ### Fixed - Fixed the portfolio unit tests ## 0.41.0 - 02.03.2021 ### Added - Added the possibility to create or edit a transaction with a platform ### Changed - Increased the token expiration duration ### Fixed - Only show relevant data in the position detail dialog - Improved the performance chart style in Safari ## 0.40.0 - 01.03.2021 ### Fixed - Fixed the calculation issues occurring on the first day of each month - Harmonized the percent value formatting ## 0.39.0 - 28.02.2021 ### Changed - Improved the buy price in the position detail dialog ### Fixed - Fixed the (hidden) header issue ## 0.38.0 - 26.02.2021 ### Added - Added `/.well-known/assetlinks.json` for TWA ## 0.37.0 - 25.02.2021 ### Added - Added a benchmark (_S&P 500_) to the portfolio performance chart ## 0.36.1 - 24.02.2021 ### Changed - Minor improvements in the transactions table ## 0.36.0 - 24.02.2021 ### Added - Added the possibility to edit a transaction ## 0.35.0 - 23.02.2021 ### Changed - Added transparent background to header - Harmonized currency value formatting ### Fixed - Fixed header issue with (not) signed in ## 0.34.0 - 21.02.2021 ### Changed - Improved skeleton loader of position - Simplified sign in / sign up flow ## 0.33.0 - 21.02.2021 ### Added - Added favicon and `site.webmanifest` ### Changed - Set font style of numbers to tabular - Rename _Orders_ to _Transactions_ ### Security - Additionally hash the _Security Token_ (no more stored in plain text) ## 0.32.0 - 20.02.2021 ### Added - Added a landing page text: How does _Ghostfolio_ work? - Added the _Independent & Bootstrapped_ badge to the about page ## 0.31.0 - 20.02.2021 ### Added - Added a changelog to the about page - Added a twitter account to the about page - Added the version to the about page ## 0.30.0 - 19.02.2021 ### Added - Added an about page ## 0.29.0 - 19.02.2021 ### Added - Added a landing page text: Why _Ghostfolio_? ## 0.28.2 - 17.02.2021 ### Added - Added caching for the portfolio (Redis)