ghostfolio/CHANGELOG.md

Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

Unreleased

Added

• Extended the statistics section on the about page by the GitHub contributors count
• Set up Storybook
• Added a story for the value component

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:push)

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 styling 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:push)

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:push)

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 (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 styling of the current pricing plan
• Improved the styling 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 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 (<a>) 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 styling 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 styling 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 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 styling 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 styling 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 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 styling 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)