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

Changed

• Optimized the calculation of the portfolio summary

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: <symbol> (<dataSource>)
• 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

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

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 (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 (<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 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)