ghostfolio

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

• Added the symbol and ISIN number to the position detail dialog
• Added support to delete an asset profile in the asset profile details dialog of the admin control

Changed

• Moved the support to grant private access with permissions from experimental to general availability
• Set the meta theme color dynamically to respect the appearance (dark mode)
• Improved the usability to edit market data in the admin control panel

Special Thanks

• @dtslvr
• @mfcoxo

Added

• Added a toggle to switch between active and closed holdings on the portfolio holdings page
• Added support to update the cash balance of an account when adding a fee activity
• Added support to update the cash balance of an account when adding an interest activity
• Extended the content of the General section by the product roadmap on the Frequently Asked Questions (FAQ) page

Changed

• Improved the usability of the platform management in the admin control panel
• Improved the usability of the tag management in the admin control panel
• Improved the exception handling of various rules in the X-ray section
• Increased the timeout to load benchmarks
• Upgraded prisma from version 5.10.2 to 5.11.0

Fixed

• Fixed an issue in the dividend calculation of the portfolio holdings
• Fixed the date conversion of the import of historical market data in the admin control panel

Special Thanks

• @dtslvr
• @GerardPolloRebozado
• @helgehatt
• @rodriguestiago0

Added

• Extended the content of the Self-Hosting section by available home server systems on the Frequently Asked Questions (FAQ) page
• Added support for the cryptocurrency Real Smurf Cat (SMURFCAT-USD)

Changed

• Upgraded @simplewebauthn/browser and @simplewebauthn/server from version 8.3 to 9.0
• Upgraded countries-list from version 2.6.1 to 3.1.0
• Upgraded yahoo-finance2 from version 2.9.1 to 2.10.0

Fixed

• Fixed an issue in the performance calculation caused by multiple SELL activities on the same day
• Fixed an issue in the calculation on the allocations page caused by liabilities
• Fixed an issue with the currency in the request to get quotes from EOD Historical Data

Special Thanks

• @dtslvr
• @gizmodus

Added

• Extended the content of the Self-Hosting section by available home server systems on the Frequently Asked Questions (FAQ) page
• Added support for the cryptocurrency Real Smurf Cat (SMURFCAT-USD)

Changed

• Upgraded @simplewebauthn/browser and @simplewebauthn/server from version 8.3 to 9.0
• Upgraded countries-list from version 2.6.1 to 3.1.0
• Upgraded yahoo-finance2 from version 2.9.1 to 2.10.0

Fixed

• Fixed an issue in the performance calculation caused by multiple SELL activities on the same day
• Fixed an issue in the calculation on the allocations page caused by liabilities
• Fixed an issue with the currency in the request to get quotes from EOD Historical Data

Special Thanks

• @dtslvr
• @gizmodus

Added

• Extended the content of the Self-Hosting section by available home server systems on the Frequently Asked Questions (FAQ) page

Changed

• Upgraded @simplewebauthn/browser and @simplewebauthn/server from version 8.3 to 9.0
• Upgraded countries-list from version 2.6.1 to 3.1.0
• Upgraded yahoo-finance2 from version 2.9.1 to 2.10.0

Fixed

• Fixed an issue in the performance calculation caused by multiple SELL activities on the same day
• Fixed an issue in the calculation on the allocations page caused by liabilities

Special Thanks

• @dtslvr
• @gizmodus

Changed

• Optimized the calculation of the accounts table
• Optimized the calculation of the portfolio holdings
• Integrated dividend into the transaction point concept in the portfolio service
• Removed the environment variable WEB_AUTH_RP_ID

Fixed

• Fixed an issue in the calculation of the portfolio summary caused by future liabilities
• Fixed an issue with removing a linked account from a (wealth) item activity

### Special Thanks

• @dtslvr
• @GerardPolloRebozado

Fixed

• Fixed an issue in the account value calculation caused by liabilities

Changed

• Optimized the calculation of the portfolio summary

Fixed

• Fixed the the activities import (query parameter handling)

Added

• Added support for the cryptocurrency Uniswap (UNI7083-USD)

Changed

• Improved the usability of the benchmarks in the markets overview
• Integrated (wealth) items into the transaction point concept in the portfolio service
• Refreshed the cryptocurrencies list

Fixed

• Fixed a missing value in the activities table on mobile
• Fixed a missing value on the public page
• Displayed the button to fetch the current market price only if the activity is from today

Added

• Added an index for isExcluded to the account database table
• Extended the content of the Self-Hosting section on the Frequently Asked Questions (FAQ) page

Changed

• Improved the activities import by isin in the Yahoo Finance service

Fixed

• Fixed an issue with the exchange rate calculation of (wealth) items in accounts

Special Thanks

• @dtslvr
• @sahb1239

Changed

• Improved the handling of activities without account

Fixed

• Fixed the query to filter activities of excluded accounts
• Improved the asset profile validation in the activities import

Changed

• Moved the break down of the performance into asset and currency on the analysis page from experimental to general availability
• Restructured the copy-assets Nx target

Fixed

• Changed the performances of the Top 3 and Bottom 3 performers on the analysis page to take the currency effects into account

Special Thanks

• @dtslvr
• @sahb1239

Changed

• Switched the performance calculations to take the currency effects into account
• Removed the isDefault flag from the Account database schema
• Exposed the database index of Redis as an environment variable (REDIS_DB)
• Improved the language localization for German (de)
• Upgraded prisma from version 5.9.1 to 5.10.2

Fixed

• Added the missing default currency to the prepare currencies function in the exchange rate data service

Special Thanks

• @dtslvr
• @miles170

Added

• Added indexes for alias, granteeUserId and userId to the access database table
• Added indexes for currency, name and userId to the account database table
• Added indexes for accountId, date and updatedAt to the account balance database table
• Added an index for userId to the auth device database table
• Added indexes for marketPrice and state to the market data database table
• Added indexes for date, isDraft and userId to the order database table
• Added an index for name to the platform database table
• Added indexes for assetClass, currency, dataSource, isin, name and symbol to the symbol profile database table
• Added an index for userId to the subscription database table
• Added an index for name to the tag database table
• Added indexes for accessToken, createdAt, provider, role and thirdPartyId to the user database table

Changed

• Improved the validation for currency in various endpoints
• Harmonized the setting of a default locale in various components
• Set the parser to angular in the prettier options

Added

• Added an index for id to the account database table
• Added indexes for dataSource and date to the market data database table
• Added an index for accountId to the order database table

Added

• Added an accounts tab to the position detail dialog
• Added INACTIVE as a new user role

Changed

• Improved the usability of the holdings table
• Refactored the query to filter activities of excluded accounts
• Eliminated the search request to get quotes in the EOD Historical Data service
• Improved the language localization for German (de)
• Upgraded ng-extract-i18n-merge from version 2.9.1 to 2.10.0

Added

• Added an accounts tab to the position detail dialog

Changed

• Improved the usability of the holdings table
• Refactored the query to filter activities of excluded accounts
• Eliminated the search request to get quotes in the EOD Historical Data service
• Improved the language localization for German (de)
• Upgraded ng-extract-i18n-merge from version 2.9.1 to 2.10.0

Added

• Added a loading indicator to the dividend timeline on the analysis page
• Added a loading indicator to the investment timeline on the analysis page
• Added support for the cryptocurrency Jupiter (JUP29210-USD)

Changed

• Divided the content of the Frequently Asked Questions (FAQ) page into three sections: General, Cloud (SaaS) and Self-Hosting

Fixed

• Fixed an issue with the X-axis scale of the dividend timeline on the analysis page
• Fixed an issue with the X-axis scale of the investment timeline on the analysis page

Changed

• Improved the ordered list of the Top 3 and Bottom 3 performers on the analysis page in Safari
• Replaced import-sort with prettier-plugin-sort-imports
• Upgraded eslint dependencies
• Upgraded Nx from version 17.2.8 to 18.0.4

Fixed

• Fixed the date conversion of the import of historical market data in the admin control panel