ghostfolio

Added

• Added an indicator for active filters (experimental)

Changed

• Improved the delete all activities functionality on the portfolio activities page to work with the filters of the assistant
• Improved the language localization for German (de)
• Improved the language localization for Türkçe (tr)
• Upgraded Nx from version 18.3.3 to 19.0.2

Fixed

• Fixed the position detail dialog close functionality

Special Thanks

• @dtslvr
• @GerardPolloRebozado
• @sadmimye

Added

• Added the absolute change column to the holdings table on the home page

Changed

• Increased the spacing around the floating action buttons (FAB)
• Set the icon column of the activities table to stick at the beginning
• Set the icon column of the holdings table to stick at the beginning
• Increased the number of attempts of queue jobs from 10 to 12 (fail later)
• Upgraded ionicons from version 7.3.0 to 7.4.0

Fixed

• Fixed the position detail dialog open functionality when searching for a holding in the assistant

Changed

• Moved the holdings table to the holdings tab of the home page
• Improved the performance labels (with and without currency effects) in the position detail dialog
• Optimized the calculations of the portfolio details endpoint

Fixed

• Fixed an issue with the benchmarks in the markets overview
• Fixed an issue with the Fear & Greed Index (market mood) in the markets overview

Added

• Added a form validation against the DTO in the create or update access dialog
• Added a form validation against the DTO in the asset profile details dialog of the admin control
• Added a form validation against the DTO in the platform management of the admin control panel
• Added a form validation against the DTO in the tag management of the admin control panel

Changed

• Set the performance column of the holdings table to stick at the end
• Skipped the caching in the portfolio calculator if there are active filters (experimental)
• Improved the INACTIVE user role

Fixed

• Fixed an issue in the calculation of the portfolio summary caused by future liabilities
• Fixed a division by zero error in the dividend yield calculation (experimental)

Special Thanks

• @dtslvr
• @Fedron

Added

• Extended the content of the Self-Hosting section by the custom asset instructions on the Frequently Asked Questions (FAQ) page
• Added the caching to the portfolio calculator (experimental)

Changed

• Migrated the @ghostfolio/ui components to control flow
• Updated the browserslist database
• Upgraded prisma from version 5.12.1 to 5.13.0

Fixed

• Fixed the form submit in the asset profile details dialog of the admin control due to the url validation
• Fixed the historical market data gathering for asset profiles with MANUAL data source

Added

• Extended the content of the Self-Hosting section by the custom asset instructions on the Frequently Asked Questions (FAQ) page
• Added the caching to the portfolio calculator (experimental)

Changed

• Migrated the @ghostfolio/ui components to control flow
• Updated the browserslist database
• Upgraded prisma from version 5.12.1 to 5.13.0

Fixed

• Fixed the form submit in the asset profile details dialog of the admin control due to the url validation
• Fixed the historical market data gathering for asset profiles with MANUAL data source

Changed

• Changed CASH to LIQUIDITY in the asset class enum

Added

• Added accountId and date as a unique constraint to the AccountBalance database schema

Changed

• Improved the chart in the account detail dialog
• Improved the account balance management

Fixed

• Fixed an issue with totalValueInBaseCurrency in the value redaction interceptor for the impersonation mode

Added

• Added accountId and date as a unique constraint to the AccountBalance database schema

Fixed

• Fixed an issue with totalValueInBaseCurrency in the value redaction interceptor for the impersonation mode

Added

• Added the date range support to the portfolio holdings page
• Added support to create an account balance

Changed

• Removed the date range support in the activities table on the portfolio activities page (experimental)
• Improved the language localization for German (de)
• Upgraded angular from version 17.3.3 to 17.3.5
• Upgraded Nx from version 18.2.3 to 18.3.3

Fixed

• Fixed gaps in the portfolio performance charts by considering BUY and SELL activities

Special Thanks

• @dtslvr
• @Sonlis

Added

• Added a form validation against the DTO in the create or update account dialog
• Added a form validation against the DTO in the create or update activity dialog

Changed

• Moved the dividend calculations into the portfolio calculator
• Moved the fee calculations into the portfolio calculator
• Moved the interest calculations into the portfolio calculator
• Moved the liability calculations into the portfolio calculator
• Moved the (wealth) item calculations into the portfolio calculator
• Let queue jobs for asset profile data gathering fail by throwing an error
• Let queue jobs for historical market data gathering fail by throwing an error
• Upgraded yahoo-finance2 from version 2.11.1 to 2.11.2

Special Thanks

• @dtslvr
• @Fedron
• @gadicc

Added

• Added support to immediately execute a queue job from the admin control panel
• Added a priority column to the queue jobs view in the admin control panel

Changed

• Adapted the priorities of queue jobs
• Upgraded angular from version 17.2.4 to 17.3.3
• Upgraded Nx from version 18.1.2 to 18.2.3
• Upgraded prisma from version 5.11.0 to 5.12.1
• Upgraded yahoo-finance2 from version 2.11.0 to 2.11.1

Fixed

• Fixed an issue in the public page

Added

• Added the dividend yield to the position detail dialog (experimental)
• Added support to override the asset class of an asset profile in the asset profile details dialog of the admin control
• Added support to override the asset sub class of an asset profile in the asset profile details dialog of the admin control
• Added support to override the url of an asset profile in the asset profile details dialog of the admin control
• Added the asset profile icon to the asset profile details dialog of the admin control
• Added the platform icon to the create or update platform dialog of the admin control
• Extended the rules in the X-ray section by a key
• Added currency to the Order database schema as a preparation to set a custom currency
• Extended the content of the Self-Hosting section by the data providers on the Frequently Asked Questions (FAQ) page

Changed

• Optimized the calculation of allocations by market
• Improved the url validation in the create and update platform endpoint
• Improved the language localization for German (de)

Fixed

• Fixed the missing tags in the portfolio calculations

Special Thanks

• @dtslvr
• @Fedron
• @Fullstack-Arshad

Added

• Set up the language localization for Chinese (zh)
• Added init: true to the docker-compose files (docker-compose.yml and docker-compose.build.yml) to avoid zombie processes
• Set up Webpack Bundle Analyzer

Changed

• Disabled the option to update the cash balance of an account if date is not today
• Improved the usability of the date range support by specific years (2023, 2022, 2021, etc.) in the assistant (experimental)
• Introduced a factory for the portfolio calculations to support different algorithms in future

Fixed

• Fixed the duplicated tags in the position detail dialog
• Removed Tini from the docker image

Special Thanks

• @dtslvr
• @Sonlis
• @traceur
• @x1c0

Added

• Added the date range support in the activities table on the portfolio activities page (experimental)
• Extended the date range support by specific years (2023, 2022, 2021, etc.) in the assistant (experimental)
• Set up Tini to avoid zombie processes and perform signal forwarding in docker image

Changed

• Improved the usability to delete an asset profile in the historical market data table and the asset profile details dialog of the admin control

Fixed

• Added missing dates to edit historical market data in the asset profile details dialog of the admin control panel

Special Thanks

• @dtslvr
• @Fedron
• @Sonlis

Added

• Extended the export functionality by the user account’s currency
• Added support to override the name of an asset profile in the asset profile details dialog of the admin control

Changed

• Optimized the portfolio calculations

Fixed

• Fixed the chart tooltip of the benchmark comparator
• Fixed an issue with names in the activities table on the portfolio activities page while using symbol profile overrides

Special Thanks

• @christoph93
• @dtslvr
• @Fedron
• @helgehatt

Added

• Added support for the cryptocurrency Toncoin (TON11419-USD)

Changed

• Replaced Math.random() with crypto.randomBytes() for generating cryptographically secure random strings
• Upgraded ionicons from version 7.1.0 to 7.3.0
• Upgraded yahoo-finance2 from version 2.10.0 to 2.11.0
• Upgraded zone.js from version 0.14.3 to 0.14.4

Added

• Extended the content of the SaaS and Self-Hosting sections by the backup strategy on the Frequently Asked Questions (FAQ) page
• Added an index for dataSource / symbol to the market data database table

Changed

• Improved the chart tooltip of the benchmark comparator by adding the benchmark name
• Upgraded angular from version 17.1.3 to 17.2.4
• Upgraded Nx from version 18.0.4 to 18.1.2

Fixed

• Fixed the missing portfolio performance chart in the Presenter View / Zen Mode

Added

• Extended the content of the SaaS and Self-Hosting sections by the backup strategy on the Frequently Asked Questions (FAQ) page
• Set up Tini to avoid zombie processes and perform signal forwarding in docker image
• Added an index for dataSource / symbol to the market data database table

Changed

• Improved the chart tooltip of the benchmark comparator by adding the benchmark name
• Upgraded angular from version 17.1.3 to 17.2.4
• Upgraded Nx from version 18.0.4 to 18.1.2

Fixed

• Fixed the missing portfolio performance chart in the Presenter View / Zen Mode

Special Thanks

• @dtslvr
• @Sonlis

Added

• Extended the content of the SaaS and Self-Hosting sections by the backup strategy on the Frequently Asked Questions (FAQ) page
• Set up Tini to avoid zombie processes and perform signal forwarding in docker image
• Added an index for dataSource / symbol to the market data database table

Changed

• Improved the chart tooltip of the benchmark comparator by adding the benchmark name
• Upgraded angular from version 17.1.3 to 17.2.4
• Upgraded Nx from version 18.0.4 to 18.1.2

Fixed

• Fixed the missing portfolio performance chart in the Presenter View / Zen Mode

Special Thanks

• @dtslvr
• @Sonlis