ghostfolio

Added

• Added support to set an asset profile as a benchmark

Changed

• Decreased the density of the @angular/material tables
• Improved the portfolio proportion chart component by supporting case insensitive names
• Improved the breadcrumb navigation style in the blog post pages for mobile
• Improved the error handling in the delete user endpoint
• Improved the style of the Changelog & License button on the about page
• Upgraded ionicons from version 6.1.2 to 7.1.0

Special Thanks

• @aGhosh02
• @secondl1ght

Added

• Added the historical data and search functionality for the FINANCIAL_MODELING_PREP data source type
• Added a blog post: Unlock your Financial Potential with Ghostfolio

Changed

• Improved the local number formatting in the value component
• Changed the uptime to the last 90 days on the Open Startup (/open) page

Fixed

• Fixed the vertical alignment in the toggle component

Added

• Added the cash balance and the value of equity to the account detail dialog
• Added a check for duplicates to the preview step of the import dividends dialog
• Added an error message for duplicates to the preview step of the activities import
• Added a connection timeout to the environment variable DATABASE_URL
• Introduced the Open Startup (/open) page with aggregated key metrics including uptime

Changed

• Improved the mobile layout of the portfolio summary tab on the home page
• Improved the language localization for German (de)
• Upgraded prisma from version 4.13.0 to 4.14.1

Fixed

• Improved the Select all activities checkbox state after importing activities including a duplicate
• Fixed an issue with the data source transformation in the import dividends dialog
• Fixed the Storybook setup

Special Thanks

• @delenamalan
• @raskanskyz
• @visrut7

Added

• Added the cash balance and the value of equity to the account detail dialog
• Added a check for duplicates to the preview step of the import dividends dialog
• Added an error message for duplicates to the preview step of the activities import
• Added a connection timeout to the environment variable DATABASE_URL
• Introduced the Open Startup (/open) page with aggregated key metrics including uptime

Changed

• Improved the mobile layout of the portfolio summary tab on the home page
• Improved the language localization for German (de)
• Upgraded prisma from version 4.13.0 to 4.14.1

Fixed

• Improved the Select all activities checkbox state after importing activities including a duplicate
• Fixed an issue with the data source transformation in the import dividends dialog
• Fixed the Storybook setup

Special Thanks

• @delenamalan
• @raskanskyz
• @visrut7

Added

• Added FINANCIAL_MODELING_PREP as a new data source type

Changed

• Improved the market price on the first buy date in the chart of the position detail dialog
• Restructured the admin control panel with a new settings tab

Fixed

• Fixed an error that occurred while editing an activity caused by the cash balance update

Special Thanks

• @x1c0

Added

• Added depends_on and healthcheck for the Postgres and Redis services to the docker-compose files (docker-compose.yml and docker-compose.build.yml)

Changed

• Improved the preview step of the activities import by unchecking duplicates
• Upgraded yahoo-finance2 from version 2.3.10 to 2.4.1

Special Thanks

• @gadicc
• @ilijaleko
• @visrut7

Added

• Added support for the Stripe checkout to the pricing page

Changed

• Improved the management of platforms in the admin control panel
• Improved the style of the interstitial for the subscription
• Improved the language localization for German (de)
• Upgraded Nx from version 15.9.2 to 16.0.3

Added

• Introduced the option to update the cash balance of an account when adding an activity
• Added support for the management of platforms in the admin control panel
• Added DEV Community to the As seen in section on the landing page

Changed

• Upgraded class-transformer from version 0.3.2 to 0.5.1
• Upgraded class-validator from version 0.13.1 to 0.14.0
• Upgraded prisma from version 4.12.0 to 4.13.0

Fixed

• Added a fallback to use quoteSummary(symbol) if quote(symbols) fails in the Yahoo Finance service
• Added the missing dataSource attribute to the activities import

Special Thanks

• @x1c0
• @FabioAzevedo0619

Changed

• Improved the tooltip of the portfolio proportion chart component

Fixed

• Fixed the missing platform name in the allocations by platform chart on the allocations page

Added

• Introduced the allocations by platform chart on the allocations page

Changed

• Deprecated the use of the environment variable BASE_CURRENCY
• Cleaned up initial values from the X-ray section

Changed

• Split the environment variable DATA_SOURCE_PRIMARY in DATA_SOURCE_EXCHANGE_RATES and DATA_SOURCE_IMPORT

Fixed

• Fixed the exception on the accounts page

Added

• Added the labels to the tabs to increase the usability
• Extended the support of the impersonation mode for local development

Changed

• Improved the queue jobs implementation by adding / updating historical market data in bulk
• Improved the language localization for German (de)

Fixed

• Improved the holdings table by showing the cash position also when the filter contains the accounts, so that we can see the total allocation for that account

Special Thanks

• @x1c0

Added

• Introduced a new button to delete all activities from the portfolio activities page
• Added state to the MarketData database schema to distinguish CLOSE and INTRADAY in the data gathering
• Added the distance to now to the subscription expiration date in the users table of the admin control panel

Special Thanks

• @x1c0

Added

• Added dataSource as a unique constraint to the MarketData database schema

Fixed

• Removed the unnecessary sort header of the comment column in the historical market data table of the admin control panel

Added

• Added a fallback to historical market data if a data provider does not provide live data
• Added a general health check endpoint
• Added health check endpoints for data providers

Changed

• Persisted today's market data continuously

Fixed

• Fixed the alignment of the performance column header in the holdings table
• Removed the unnecessary sort header of the comment column in the activities table
• Fixed the targets in proxy.conf.json from http://localhost:3333 to http://0.0.0.0:3333 for local development

Special Thanks

• @x1c0

Added

• Introduced a data source mapping

Added

• Introduced the allocations by ETF provider chart on the allocations page

Fixed

• Fixed an issue in the global heat map component caused by manipulating an input property
• Fixed an issue with the currency inconsistency in the EOD Historical Data service (convert from GBX to GBp)

Added

• Added the Yahoo Finance data enhancer for countries, sectors and urls

Changed

• Enabled the configuration to immediately remove queue jobs on complete
• Refactored the implementation of removing queue jobs

Fixed

• Fixed the unique job ids of the gather asset profile process
• Fixed the style of the button to fetch the current market price

Added

• Made the system message expandable

Changed

• Skipped creating queue jobs for asset profiles with MANUAL data source not having a scraper configuration
• Reduced the execution interval of the data gathering to every hour
• Upgraded prisma from version 4.11.0 to 4.12.0

Fixed

• Improved the style of the system message

Changed

• Improved the queue jobs implementation by adding in bulk
• Improved the queue jobs implementation by introducing unique job ids