ghostfolio

Added

• Added the OpenFIGI data enhancer for Financial Instrument Global Identifier (FIGI)
• Added figi, figiComposite and figiShareClass to the asset profile model

Changed

• Moved the fees on account level feature from experimental to general availability
• Moved the interest on account level feature from experimental to general availability
• Moved the search for a holding from experimental to general availability
• Improved the error message in the activities import for csv files
• Removed the application version from the client
• Allowed to edit today’s historical market data in the asset profile details dialog of the admin control panel

Fixed

• Fixed the style of the active page in the header navigation
• Trimmed text in i18n service to query messages.*.xlf files on the server

Special Thanks

• @dl90
• @dtslvr

Added

• Added a chart to the account detail dialog
• Added an i18n service to query messages.*.xlf files on the server

Changed

• Changed the users table in the admin control panel to an @angular/material data table
• Improved the styling of the membership status

Fixed

• Fixed an issue where holdings were requested twice from the server

Special Thanks

• @Basimohd
• @Dhoni77
• @dtslvr
• @Fullstack-Arshad
• @LIYANMUBARAK

Added

• Added the endpoint GET api/v1/account/:id/balances which provides historical cash balances
• Added support to search for an asset profile by isin, name and symbol as an administrator (experimental)
• Added support for creating asset profiles with MANUAL data source

Changed

• Changed the checkboxes to slide toggles in the user settings of the user account page
• Extended the copy-assets Nx target to copy the locales to the server’s assets
• Upgraded @simplewebauthn/browser and @simplewebauthn/server from version 5.2.1 to 8.3

Fixed

• Displayed the transfer cash balance button based on a permission
• Fixed the biometric authentication
• Fixed the query to get asset profiles that match both the dataSource and symbol values

Special Thanks

• @dtslvr
• @KK4ito
• @M27afk
• @pkolc
• @RaviTejaVattem

Added

• Added support to transfer a part of the cash balance from one to another account
• Extended the markets overview by benchmarks (date of last all time high)
• Added support to import historical market data in the admin control panel

Changed

• Harmonized the style of the create button on the page for granting and revoking public access to share the portfolio
• Improved the language localization for German (de)
• Upgraded prisma from version 5.3.1 to 5.4.2

Fixed

• Fixed FEE and INTEREST types in the activities import of csv files
• Fixed the displayed currency of the cash balance in the create or update account dialog

Special Thanks

• @Dhoni77
• @dtslvr
• @KK4ito

Added

• Supported enter key press to submit the form of the create or update access dialog

Changed

• Improved the display of the results in the search for a holding
• Changed the queue jobs view in the admin control panel to an @angular/material data table
• Improved the symbol conversion in the EOD Historical Data service

Special Thanks

• @Basimohd
• @dtslvr
• @thesanjeevsharma

Added

• Added support to search for a holding by isin, name and symbol (experimental)
• Added support for notes in the activities import
• Added support to search in the platform selector of the create or update account dialog
• Added support for a search query in the portfolio position endpoint
• Added the application version to the endpoint GET api/v1/admin
• Introduced a carousel component for the testimonial section on the landing page

Changed

• Displayed the link to the markets overview on the home page without any permission

Fixed

• Fixed the style of the active features page in the navigation on desktop

Special Thanks

• @akshaywadatkar
• @dtslvr
• @Fullstack-Arshad
• @KK4ito
• @Siddharth9890
• @subhajit20

Added

• Supported enter key press to submit the form of the create or update account dialog
• Added the version to the admin control panel
• Added pagination parameters (skip, take) to the endpoint GET api/v1/order

Changed

• Harmonized the settings icon of the user account page
• Improved the usability to set an asset profile as a benchmark
• Reload platforms after making a change in the admin control panel
• Reload tags after making a change in the admin control panel

Fixed

• Fixed the sidebar navigation on the user account page

Special Thanks

• @anirudhsudhir
• @dtslvr
• @KK4ito
• @M27afk
• @shyam1s15
• @thesanjeevsharma

Added

• Added a new static portfolio analysis rule: Emergency fund setup
• Added tabs to the user account page

Changed

• Set up the Inter font family
• Upgraded yahoo-finance2 from version 2.7.0 to 2.8.0

Fixed

• Fixed a link on the features page

Added

• Added the management of tags in the admin control panel
• Added a blog post: Hacktoberfest 2023

Changed

• Upgraded prettier from version 3.0.2 to 3.0.3
• Upgraded yahoo-finance2 from version 2.5.0 to 2.7.0

Added

• Added support for translated activity types in the activities table
• Added support for dates in DD.MM.YYYY format in the activities import
• Set up the language localization for Türkçe (tr)

Changed

• Skipped creating queue jobs for asset profiles with MANUAL data source on creating a new activity

Fixed

• Fixed an issue with the cash position in the holdings table

Special Thanks

• @dtslvr
• @FraneCaleta
• @sadmimye

Added

• Added support for interest on account level (experimental)

Changed

• Improved the preselected currency based on the account's currency in the create or edit activity dialog
• Unlocked the experimental features setting for all users
• Upgraded prisma from version 5.2.0 to 5.3.1

Fixed

• Fixed a memory leak related to the server's timezone (behind UTC) in the data gathering

Special Thanks

• @dtslvr
• @rafacla

Added

• Added support for fees on account level (experimental)

Fixed

• Fixed the export functionality for liabilities

Added

• Introduced a sidebar navigation on desktop

Changed

• Improved the style of the system message
• Upgraded Postgres from version 12 to 15 in the docker-compose files

Special Thanks

• @dtslvr
• @LeonStoldt

Added

• Added support to drop a file in the import activities dialog
• Added a timeout to all data source requests

Changed

• Harmonized the style of the user interface for granting and revoking public access to share the portfolio
• Removed the account type from the user interface as a preparation to remove it from the Account database schema
• Improved the logger output of the info service
• Harmonized the logger output: <symbol> (<dataSource>)
• Improved the language localization for German (de)
• Improved the language localization for Italian (it)
• Improved the language localization for Dutch (nl)
• Improved the read-only mode

Fixed

• Fixed the timeout in EOD Historical Data requests
• Fixed an issue with the portfolio summary caused by the language localization for Dutch (nl)

Special Thanks

• @alfredonodo
• @dtslvr
• @FraneCaleta
• @jstrvr

Added

• Added support for the cryptocurrency CyberConnect
• Added a blog post: Announcing Ghostfolio 2.0

Changed

• Breaking Change: Removed the deprecated environment variable BASE_CURRENCY
• Improved the validation in the activities import
• Deactivated Internet Identity as a social login provider for the account registration
• Improved the language localization for German (de)
• Refreshed the cryptocurrencies list
• Changed the version in the docker-compose files from 3.7 to 3.9
• Upgraded yahoo-finance2 from version 2.4.4 to 2.5.0

Fixed

• Fixed an issue in the Yahoo Finance data enhancer where countries and sectors have been removed

Added

• Added Hacker News to the As seen in section on the landing page

Changed

• Shortened the page titles
• Improved the language localization for German (de)
• Upgraded prisma from version 4.16.2 to 5.2.0
• Upgraded replace-in-file from version 6.3.5 to 7.0.1
• Upgraded yahoo-finance2 from version 2.4.3 to 2.4.4

Fixed

• Fixed the alignment in the header navigation
• Fixed the alignment in the menu of the impersonation mode

Added

• Added health check endpoints for data enhancers

Changed

• Upgraded Nx from version 16.7.2 to 16.7.4
• Upgraded prettier from version 2.8.4 to 3.0.2

Added

• Added a blog post: Ghostfolio joins OSS Friends

Changed

• Refreshed the cryptocurrencies list
• Improved the OSS Friends page

Fixed

• Fixed an issue with the Trackinsight data enhancer for asset profile data

Changed

• Improved the language localization for German (de)
• Upgraded angular from version 16.1.8 to 16.2.1
• Upgraded Nx from version 16.6.0 to 16.7.2

Added

• Added the data export feature to the user account page
• Added a currencies preset to the historical market data table of the admin control panel
• Added the OSS Friends page

Changed

• Improved the localized meta data in html files

Fixed

• Fixed the rows with cash positions in the holdings table
• Fixed an issue with the date parsing in the historical market data editor of the admin control panel