ghostfolio

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

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

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

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

Added

• Added support for (wealth) items

Todo

• Apply data migration (yarn database:migrate)

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

Fixed

• Fixed the creation of the user account (missing access token)

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)

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

Fixed

• Fixed the data source of the Fear & Greed Index (market mood)

Todo

• Apply data migration (yarn database:migrate)

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

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

Added

• Added a new calculation engine (experimental)

Fixed

• Fixed the styling in the footer row of the activities table

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

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

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

Changed

• Added links to the statistics section on the about page

Fixed

• Fixed the currency of the value in the position detail dialog

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

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)

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