ghostfolio

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

Added

• Added a calculator to the FIRE section
• Added support for the cryptocurrency Terra (LUNA1-USD)
• Added support for the cryptocurrency THORChain (RUNE-USD)

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

Changed

• Improved the empty state of the portfolio proportion chart component

Fixed

• Fixed an issue with dates in the value component

Fixed

• Fixed an issue with percentages in the value component

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

Fixed

• Fixed the missing API version in the Stripe success callback url

Added

• Added API versioning
• Added more durations in the coupon system

Changed

• Display the value in base currency in the accounts table on mobile
• Display 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

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

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

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 of the performance calculation with recent activities in the new calculation engine

Changed

• Improved the error handling in the scraper configuration

Fixed

• Fixed the support for multiple symbols of the data source GHOSTFOLIO

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)

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

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

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

Added

• Added support for click in the portfolio proportion chart component

Fixed

• Fixed an issue with undefined currencies after creating an activity

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)

Changed

• Distinguished the labels Other and Unknown in the portfolio proportion chart component
• Improved the portfolio entry page

Fixed

• Fixed the Zen Mode

Added

• Added a trial for the subscription