ghostfolio

Open Source Wealth Management Software. Angular + NestJS + Prisma + Nx + TypeScript 🤍

AGPL-3.0 License

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ghostfolio -

Published by dtslvr about 2 years ago

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
ghostfolio -

Published by dtslvr about 2 years ago

Added

  • Support a note for activities

Todo

  • Apply data migration (yarn database:migrate)
ghostfolio -

Published by dtslvr about 2 years ago

Fixed

  • Fixed an issue with the currency inconsistency in the Yahoo Finance service (convert from USX to USD)
ghostfolio -

Published by dtslvr about 2 years ago

Added

  • Added a blog post: Ghostfolio meets Internet Identity
ghostfolio -

Published by dtslvr about 2 years ago

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)
ghostfolio -

Published by dtslvr over 2 years ago

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
ghostfolio -

Published by dtslvr over 2 years ago

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
ghostfolio -

Published by dtslvr over 2 years ago

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
ghostfolio -

Published by dtslvr over 2 years ago

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
ghostfolio -

Published by dtslvr over 2 years ago

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
ghostfolio -

Published by dtslvr over 2 years ago

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
ghostfolio -

Published by dtslvr over 2 years ago

Added

  • Added the positions table including performance to the public page
ghostfolio -

Published by dtslvr over 2 years ago

Changed

  • Improved the onboarding for iOS
ghostfolio -

Published by dtslvr over 2 years ago

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)
ghostfolio -

Published by dtslvr over 2 years ago

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
ghostfolio -

Published by dtslvr over 2 years ago

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)
ghostfolio -

Published by dtslvr over 2 years ago

Changed

  • Changed the default HOST to 0.0.0.0
  • Refactored the endpoint of the public page (filter by equity)
ghostfolio -

Published by dtslvr over 2 years ago

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
ghostfolio -

Published by dtslvr over 2 years ago

Changed

  • Migrated the historical market data gathering to the queue design pattern
  • Extended the queue jobs view in the admin control panel by the number of attempts and the status
  • 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
ghostfolio -

Published by dtslvr over 2 years ago

Added

  • Added the user id to the 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