ghostfolio

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)

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

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 styling issue in the benchmark component on mobile

Added

• Added the Ghostfolio trailer to the landing page
• Extended the markets overview by benchmarks (current change to the all time high)

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

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

Added

• Added groups to the activities filter component
• Added support for filtering by asset class on the allocations page

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)

Changed

• Improved the allocations page with no filtering (include cash positions)

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

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)

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)

Changed

• Improved the filtering by tags

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

Added

• Added the database migration

Todo

• Apply data migration (yarn database:migrate)

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)

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)

Added

• Added the total amount to the tooltip in the chart of the FIRE calculator

Changed

• Beautified the ETF names in the symbol 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)

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 the FIRE calculator

Added

• Added support to export future activities (drafts) as .ics files

Changed

• Migrated the search functionality to yahoo-finance2

Fixed

• Fixed an issue in the average price / investment calculation for sell activities