ghostfolio

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

AGPL-3.0 License

Stars
3.7K

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ghostfolio -

Published by dtslvr almost 3 years ago

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
ghostfolio -

Published by dtslvr almost 3 years ago

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
ghostfolio -

Published by dtslvr almost 3 years ago

Added

  • Added the transactions to the position detail dialog
  • Added support for dividend

Todo

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

Published by dtslvr almost 3 years ago

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
ghostfolio -

Published by dtslvr almost 3 years ago

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
ghostfolio -

Published by dtslvr almost 3 years ago

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
ghostfolio -

Published by dtslvr almost 3 years ago

Added

Fixed

  • Converted errors to warnings in portfolio calculator
ghostfolio -

Published by dtslvr almost 3 years ago

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
ghostfolio -

Published by dtslvr almost 3 years ago

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)
ghostfolio - v1.90.0

Published by dtslvr almost 3 years ago

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)
ghostfolio -

Published by dtslvr almost 3 years ago

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
ghostfolio - v1.88.0

Published by dtslvr almost 3 years ago

Added

  • Added a coupon system
ghostfolio -

Published by dtslvr almost 3 years ago

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
ghostfolio -

Published by dtslvr almost 3 years ago

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
ghostfolio -

Published by dtslvr almost 3 years ago

Fixed

  • Fixed the data gathering of the Fear & Greed Index (market mood)
ghostfolio -

Published by dtslvr almost 3 years ago

Added

  • Exposed the data gathering by symbol as an endpoint
ghostfolio -

Published by dtslvr almost 3 years ago

Changed

  • Removed the experimental API

Fixed

  • Eliminated the redundant storage of historical exchange rates
ghostfolio -

Published by dtslvr almost 3 years ago

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
ghostfolio -

Published by dtslvr almost 3 years ago

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
ghostfolio -

Published by dtslvr almost 3 years ago

Added

  • Accentuated the all time high and the all time low