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

• Moved the countries and sectors charts in the position detail dialog
• 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 13.2.3
• 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 styling 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 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 styling of the tables
• Ignored cash assets in the allocation chart by sector, continent and country

Fixed

• Fixed an issue in the allocation chart by account (wrong calculation)
• Fixed an issue in the allocation chart by account (missing cash accounts)

1.40.0 - 19.08.2021

Changed

• Improved the fault tolerance of the portfolio details endpoint

Fixed

• Fixed the node engine version mismatch in package.json
• Fixed an issue on the buy date in the position detail dialog
• Fixed an issue with the currency inconsistency in the Yahoo Finance service (convert from GBp to GBP)

1.39.0 - 16.08.2021

Added

• Added an option to hide absolute values like performances and quantities (Restricted View)

Changed

• Restructured the allocations page

Fixed

• Fixed an issue with the performance in the portfolio summary tab on the home page (impersonation mode)
• Fixed various values in the impersonation mode which have not been nullified

Removed

• Removed the current net performance
• Removed the read foreign portfolio permission

Todo

• Apply data migration (yarn database: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 styling of the current pricing plan
• Improved the styling of the transaction type badge
• Set the public Stripe key dynamically
• Upgraded angular-material-css-vars from version 2.0.0 to 2.1.0

Fixed

• Fixed the warn color (button) of the theme

1.25.0 - 11.07.2021

Added

• Added the export functionality for transactions

Changed

• Respected the cash balance on the analysis page
• Improved the settings selectors on the account page
• Harmonized the slogan to "Open Source Wealth Management Software"

Fixed

• Fixed rendering of currency and platform in dialogs (account and transaction)
• Fixed an issue in the calculation of the average buy prices in the position detail chart

1.24.0 - 07.07.2021

Added

• Added the total value in the create or edit transaction dialog
• Added a balance attribute to the account model
• Calculated the total balance (cash)

Changed

• Upgraded @angular/cdk and @angular/material from version 11.0.4 to 12.0.6
• Upgraded @nestjs dependencies
• Upgraded angular-material-css-vars from version 1.2.0 to 2.0.0
• Upgraded Nx from version 12.3.6 to 12.5.4

1.23.1 - 03.07.2021

Fixed

• Fixed the investment chart (drafts)

1.23.0 - 03.07.2021

Added

• Added support for future transactions (drafts)

1.22.0 - 25.06.2021

Added

• Set the user id in the Stripe callback

1.21.0 - 22.06.2021

Changed

• Changed Stripe mode from subscription to payment

Fixed

• Fixed the base currency on the pricing page

1.20.0 - 21.06.2021

Added

• Set up Stripe for subscriptions

Changed

• Improved the style of the Ghostfolio in Numbers section

1.19.0 - 17.06.2021

Added

• Added a Ghostfolio in Numbers section to the about page

1.18.0 - 16.06.2021

Changed

• Improved the pie chart: Investments by sector
• Improved the onboarding for TWA by redirecting to the account registration page

1.17.0 - 15.06.2021

Changed

• Improved the error page of the sign in with fingerprint
• Disable the sign in with fingerprint selector for the demo user
• Upgraded angular from version 11.2.4 to 12.0.4
• Upgraded angular-material-css-vars from version 1.1.2 to 1.2.0
• Upgraded chart.js from version 3.2.1 to 3.3.2
• Upgraded date-fns from version 2.19.0 to 2.22.1
• Upgraded eslint and prettier dependencies
• Upgraded ngx-device-detector from version 2.0.6 to 2.1.1
• Upgraded ngx-markdown from version 11.1.2 to 12.0.1

1.16.0 - 14.06.2021

Changed

• Improved the sign in with fingerprint

1.15.0 - 14.06.2021

Added

• Added a counter column to the transactions table
• Added a label to indicate the default account in the accounts table
• Added an option to limit the items in pie charts
• Added sign in with fingerprint

Changed

• Cleaned up the analysis page with an unused chart module
• Improved the cell alignment in the users table of the admin control panel

Fixed

• Fixed the last activity column of users in the admin control panel

1.14.0 - 09.06.2021

Added

• Added a connect or create symbol profile model logic on creating a new transaction

Changed

• Improved the global heat map to visualize investments by country

1.13.0 - 08.06.2021

Added

• Added a global heat map to visualize investments by country

1.12.0 - 06.06.2021

Added

• Added a symbol profile model with additional data
• Added new pie charts: Investments by continent and country

1.11.0 - 05.06.2021

Added

• Added a dedicated page for the account registration
• Rendered the average buy prices in the position detail chart (useful for recurring transactions)
• Introduced the initial prisma migration

Changed

• Changed the buttons to links (<a>) on the tools page
• Upgraded prisma from version 2.20.1 to 2.24.1

1.10.1 - 02.06.2021

Fixed

• Fixed an optional type in the user interface

1.10.0 - 02.06.2021

Changed

• Moved the tools to a sub path (/tools)
• Extended the pricing page and aligned with the subscription model

1.9.0 - 01.06.2021

Added

• Added the year labels to the investment chart on the x-axis

Changed

• Respected the data source attribute of the transactions model in the data management for historical data
• Prettified the generic scraper symbols in the transaction filtering component
• Changed to the strict mode of distance formatting between two given dates

Fixed

• Fixed the sorting in various tables
• Made the order of the rules in the X-ray section consistent

1.8.0 - 24.05.2021

Added

• Added a section for Analysis, X-ray and upcoming tools

Changed

• Introduced a user service implemented as an observable store (single source of truth for state)

Fixed

• Fixed the performance chart by considering the investment
• Fixed missing header of public pages (About, Pricing, Resources)

1.7.0 - 22.05.2021

Changed

• Hid footer on mobile (except on landing page)

Fixed

• Fixed the internal navigation of the Zen Mode in combination with a query parameter

1.6.0 - 22.05.2021

Added

• Added an index in the users table of the admin control panel

Changed

• Improved the alignment in the users table of the admin control panel

1.5.0 - 22.05.2021

Added

• Added Zen Mode: the distraction-free view

1.4.0 - 20.05.2021

Added

• Added filtering by year in the transaction filtering component

Changed

• Renamed Ghostfolio Account to My Ghostfolio
• Hid unknown exchange in the position overview
• Disable the base currency selector for the demo user
• Refactored the portfolio unit tests to work without database
• Refactored the search functionality of the data management (aligned with data source)
• Renamed shared helper to @ghostfolio/common/helper
• Moved shared interfaces to @ghostfolio/common/interfaces
• Moved shared types to @ghostfolio/common/types

1.3.0 - 15.05.2021

Changed

• Refactored the active menu item state by parsing the current url
• Used a desaturated background color for unknown types in pie charts
• Renamed the columns Initial Share and Current Share to Initial Allocation and Current Allocation in the positions table

Fixed

• Fixed the link to the pricing page

1.2.1 - 14.05.2021

Changed

• Updated the sitemap

1.2.0 - 14.05.2021

Changed

• Harmonized the style of various tables
• Keep the color per type when switching between Initial and Current in pie charts
• Upgraded chart.js from version 3.0.2 to 3.2.1
• Moved the pricing section to a dedicated page
• Improved the style of the transaction filtering component

Fixed

• Fixed the tooltips when switching between Initial and Current in pie charts

1.1.0 - 11.05.2021

Added

• Added a button to fetch the current market price in the create or edit transaction dialog

Changed

• Improved the transaction filtering with multi filter support

Fixed

• Fixed the filtering by account name in the transactions table
• Fixed the active menu item state when a modal has opened

1.0.0 - 05.05.2021

Added

• Added the functionality to clone a transaction
• Added a Google Play badge on the landing page

Changed

• Changed to maskable icons

0.99.0 - 03.05.2021

Added

• Added support for deleting users in the admin control panel

Changed

• Eliminated the platform attribute from the transaction model

0.98.0 - 02.05.2021

Added

• Added the logic to create and update accounts

0.97.0 - 01.05.2021

Added

• Added an account page as a preparation for the multi accounts support

0.96.0 - 30.04.2021

Added

• Added the absolute change to the position detail dialog
• Added the number of transactions to the position detail dialog

Changed

• Harmonized the slogan to "Open Source Portfolio Tracker"

0.95.0 - 28.04.2021

Added

• Added a data source attribute to the transactions model

0.94.0 - 27.04.2021

Added

• Added the generic scraper symbols to the symbol lookup results

0.93.0 - 26.04.2021

Changed

• Improved the users table styling of the admin control panel
• Improved the background colors in the dark mode

0.92.0 - 25.04.2021

Added

• Prepared further for multi accounts support: store account for new transactions
• Added a horizontal scrollbar to the users table of the admin control panel

Fixed

• Fixed an issue in the header with outdated data
• Fixed an issue on the about page with outdated data

0.91.0 - 25.04.2021

Added

• Extended the support for feature flags to simplify the initial project setup
• Prepared for multi accounts support

Changed

• Improved the styling of the rules in the X-ray section

0.90.0 - 22.04.2021

Added

• Added the symbol logo to the position detail dialog
• Introduced a third option for the market state: delayed (besides open and closed)

Changed

• Improved the users table of the admin control panel

0.89.0 - 21.04.2021

Added

• Added a prettifier (pipe) for generic scraper symbols

Fixed

• Fixed the text truncation in buttons of the admin control panel

0.88.0 - 20.04.2021

Changed

• Reverted the restoring of the scroll position when opening a new page

Fixed

• Fixed the frozen screen if the token has expired
• Fixed some issues in the generic scraper

0.87.0 - 19.04.2021

Added

• Added a generic scraper

Fixed

• Fixed an issue in the users table of the admin control panel with missing data

0.86.1 - 18.04.2021

Added

• Added the license to the about page
• Added a validation for environment variables
• Added support for feature flags to simplify the initial project setup

Changed

• Changed the about page for the new license
• Optimized the data management for historical data
• Optimized the exchange rate service
• Improved the users table of the admin control panel

Fixed

• Restored the scroll position when opening a new page

0.85.0 - 16.04.2021

Changed

• Refactored many frontend components
• Changed the routing to routerLink for an improved navigation experience
• Simplified the initial project setup

0.84.0 - 11.04.2021

Fixed

• Fixed static portfolio analysis rules (Currency Cluster Risk) if no positions in base currency
  • Initial Investment: Base Currency
  • Current Investment: Base Currency

0.83.0 - 11.04.2021

Added

• Added a new static portfolio analysis rule: Fees in relation to the initial investment

Changed

• Reset the cache on the server start

Fixed

• Fixed an issue in the portfolio update on deleting a transaction
• Fixed an issue in the X-ray section (missing redirection on logout)

0.82.0 - 10.04.2021

Added

• Added a gradient to the line charts
• Added a selector to set the base currency on the account page

0.81.0 - 06.04.2021

Added

• Added support for assets in GBP
• Added an error handling with messages in the client

Changed

• Changed the Ghostfolio SaaS (cloud) from a nano to a micro instance for a better performance

0.80.0 - 05.04.2021

Changed

• Improved the spacing in the header
• Upgraded chart.js from version 2.9.4 to 3.0.2

0.79.0 - 04.04.2021

Changed

• Refactored the data management services
• Upgraded bootstrap from version 4.5.3 to 4.6.0
• Upgraded date-fns from version 2.16.1 to 2.19.0
• Upgraded ionicons from version 5.4.0 to 5.5.1
• Upgraded lodash from version 4.17.20 to 4.17.21
• Upgraded ngx-markdown from version 11.1.0 to 11.1.2
• Upgraded ngx-skeleton-loader from version 2.6.2 to 2.9.1
• Upgraded prisma from version 2.18.0 to 2.20.1

0.78.0 - 04.04.2021

Added

• Added a spinner to the create or edit transaction dialog
• Added support for the back button in
  • portfolio performance chart dialog
  • position detail dialog
  • create transaction dialog
  • edit transaction dialog

Changed

• Improved the single platform rule by adding the number of platforms

0.77.1 - 03.04.2021

Changed

• Minor improvements

0.77.0 - 03.04.2021

Added

• Added support for base currency in user settings
• Added an investment risk disclaimer to the footer
• Added two more static portfolio analysis rules:
  • Currency Cluster Risk (current investment)
  • Platform Cluster Risk (current investment)

Changed

• Grouped the X-ray section visually in Currency Cluster Risk and Platform Cluster Risk

0.76.0 - 02.04.2021

Added

• Added two more static portfolio analysis rules:
  • Currency Cluster Risk (base currency)
  • Platform Cluster Risk (single platform)

Fixed

• Fixed an issue in the X-ray section (empty portfolio)

0.75.0 - 01.04.2021

Fixed

• Fixed an issue in the exchange rate service occurring on the first day of the month

0.74.0 - 01.04.2021

Added

• Added a Create Account message in the Live Demo
• Added skeleton loaders to the X-ray section

Changed

• Improved the alignment of the Why Ghostfolio? section
• Improved the styling of the Fear & Greed Index (market mood)

0.73.0 - 31.03.2021

Added

• Added the Fear & Greed Index (market mood) to the portfolio performance chart dialog
• Added a link to the info box on the analysis page

Changed

• Improved the intro text in the X-ray section

Fixed

• Fixed the flickering of the Sign in button in the header

0.72.1 - 30.03.2021

Fixed

• Fixed an issue with updating or resetting the platform of a transaction

0.72.0 - 30.03.2021

Added

• Added an intro text to the X-ray section

Changed

• Improved the editing of transactions
• Harmonized the page titles

Fixed

• Fixed an issue with wrong transaction dates

0.71.0 - 28.03.2021

Added

• Added the second static portfolio analysis rule: Platform Cluster Risk

Changed

• Improved the styling in the X-ray section

0.70.0 - 27.03.2021

Added

• Added the current Fear & Greed Index as text
• Extended the landing page text: Ghostfolio empowers busy folks...
• Added the first static portfolio analysis rule in the brand new X-ray section

Changed

• Improved the spacing in the footer

0.69.0 - 27.03.2021

Added

• Added the current Fear & Greed Index to the resources page

0.68.0 - 26.03.2021

Changed

• Improved the performance of the position detail dialog

Fixed

• Fixed a scroll issue in dialogs

0.67.0 - 26.03.2021

Added

• Added an experimental API to get historical data for benchmarks

0.66.0 - 25.03.2021

Added

• Added a chevron to the position
• Added an experimental API to get benchmark data

0.65.0 - 24.03.2021

Added

• Added a legend to the portfolio performance chart
• Added a placeholder to the filter of the transactions table

Changed

• Changed the regular data management check to a smarter approach

0.64.0 - 23.03.2021

Added

• Added an index to the market data database table

Changed

• Optimized the other dialogs for mobile (full screen and close button)

0.63.0 - 22.03.2021

Changed

• Improved the transactions table
• Optimized the position detail dialog for mobile (full screen and close button)

0.62.0 - 21.03.2021

Fixed

• Fixed an issue while loading data concurrently via the date range component

0.61.0 - 21.03.2021

Fixed

• Fixed an issue in the performance calculation if there are only transactions from today

0.60.0 - 20.03.2021

Added

• Added a button to create the first transaction on the analysis page

Fixed

• Fixed an issue on the analysis page if there are only transactions from today

0.59.0 - 20.03.2021

Added

• Extended the landing page text: Why Ghostfolio?
• Extended the glossary of the resources page

0.58.0 - 20.03.2021

Added

• Added meta data for Open Graph and Twitter Cards
• Added meta data: description and keywords

Changed

• Improved the icon

Fixed

• Fixed the sitemap.xml file

0.57.0 - 19.03.2021

Added

• Added the sitemap.xml file
• Added a resources page
• Added a chart to the landing page

Changed

• Improved the performance chart
• Improved the average buy price in the position detail chart
• Improved the style of the active page in the navigation on mobile

0.56.0 - 18.03.2021

Added

• Added the quantity and investment in the position detail dialog

Changed

• Improved the performance chart
• Improved the performance calculation
• Improved the average buy price in the position detail chart

0.55.0 - 16.03.2021

Changed

• Improved the performance calculation

0.54.0 - 15.03.2021

Added

• Added another Create Account button at the end of the landing page

Fixed

• Fixed an issue in the position detail chart if the position has been bought today (no historical data)
• Fixed an issue in the transaction service with unordered items

0.53.0 - 14.03.2021

Added

• Set up database backup

Changed

• Improved site.webmanifest

0.52.0 - 14.03.2021

Changed

• Added the membership status to the account page

Fixed

• Fixed an issue in the chart (empty portfolio)

0.51.0 - 14.03.2021

Changed

• Changed the default number of rows from 10 to 7 in the positions table

0.50.1 - 13.03.2021

Fixed

• Fixed the button to expand rows in the positions table

0.50.0 - 13.03.2021

Added

• Added filters to switch between Original Shares vs. Current Shares in pie charts
• Added a button to expand rows in the positions table

Changed

• Ordered platforms by name in edit transaction dialog
• Modularized the date range component

Fixed

• Fixed the error handling for the data management (errors in nested data)

0.49.0 - 13.03.2021

Added

• Added additional portfolio filters for 1Y and 5Y
• Added an error handling for the data management

Changed

• Improved the pricing section

0.48.1 - 11.03.2021

Fixed

• Fixed the about page for unauthorized users

0.48.0 - 11.03.2021

Added

• Added a pricing section

Changed

• Improved the positions and transactions table
  • Harmonized alignment
  • Enabled position detail dialog

0.47.0 - 10.03.2021

Added

• Added a positions table with information about Original Shares vs. Current Shares
• Added data management to control panel

0.46.0 - 09.03.2021

Added

• Added permission based access-control
• Added an admin control panel

0.45.0 - 08.03.2021

Changed

• Changed the data management of benchmarks with extended persistency
• Changed the data management of currencies with extended persistency

0.44.0 - 07.03.2021

Changed

• Changed the data management with extended persistency
• Upgraded prisma from version 2.16.1 to 2.18.0
• Upgraded angular from version 11.0.9 to 11.2.4

0.43.0 - 04.03.2021

Fixed

• Fixed missing columns (Quantity, Unit Price and Fee) in transactions table
• Fixed displaying edit transaction dialog in impersonation mode
• Fixed /.well-known/assetlinks.json for TWA

0.42.0 - 03.03.2021

Changed

• Improved the skeleton loader (minor)

Fixed

• Fixed the portfolio unit tests

0.41.0 - 02.03.2021

Added

• Added the possibility to create or edit a transaction with a platform

Changed

• Increased the token expiration duration

Fixed

• Only show relevant data in the position detail dialog
• Improved the performance chart styling in Safari

0.40.0 - 01.03.2021

Fixed

• Fixed the calculation issues occurring on the first day of each month
• Harmonized the percent value formatting

0.39.0 - 28.02.2021

Changed

• Improved the buy price in the position detail dialog

Fixed

• Fixed the (hidden) header issue

0.38.0 - 26.02.2021

Added

• Added /.well-known/assetlinks.json for TWA

0.37.0 - 25.02.2021

Added

• Added a benchmark (S&P 500) to the portfolio performance chart

0.36.1 - 24.02.2021

Changed

• Minor improvements in the transactions table

0.36.0 - 24.02.2021

Added

• Added the possibility to edit a transaction

0.35.0 - 23.02.2021

Changed

• Added transparent background to header
• Harmonized currency value formatting

Fixed

• Fixed header issue with (not) signed in

0.34.0 - 21.02.2021

Changed

• Improved skeleton loader of position
• Simplified sign in / sign up flow

0.33.0 - 21.02.2021

Added

• Added favicon and site.webmanifest

Changed

• Set font style of numbers to tabular
• Rename Orders to Transactions

Security

• Additionally hash the Security Token (no more stored in plain text)

0.32.0 - 20.02.2021

Added

• Added a landing page text: How does Ghostfolio work?
• Added the Independent & Bootstrapped badge to the about page

0.31.0 - 20.02.2021

Added

• Added a changelog to the about page
• Added a twitter account to the about page
• Added the version to the about page

0.30.0 - 19.02.2021

Added

• Added an about page

0.29.0 - 19.02.2021

Added

• Added a landing page text: Why Ghostfolio?

0.28.2 - 17.02.2021

Added

• Added caching for the portfolio (Redis)