ghostfolio

Changed

• Hardened container security by switching to a non-root user, setting the filesystem to read-only, and dropping unnecessary capabilities

Special Thanks

• @rare-magma

Added

• Added support to manage tags of holdings in the holding detail dialog

Changed

• Improved the color assignment in the chart of the holdings tab on the home page (experimental)
• Persisted the view mode of the holdings tab on the home page (experimental)
• Improved the language localization for Catalan (ca)
• Improved the language localization for Spanish (es)

Special Thanks

• @BernatVM
• @DavidReque
• @dtslvr

Changed

• Migrated the usage of yarn to npm
• Upgraded storybook from version 7.0.9 to 8.2.5
• Downgraded marked from version 13.0.0 to 12.0.2

Special Thanks

• @DanielVenable
• @dtslvr
• @EnTRoPY0120

Added

• Set up the language localization for Catalan (ca)

Changed

• Improved the account selector of the create or update activity dialog
• Improved the handling of the numerical precision in the value component
• Skipped derived currencies in the get quotes functionality of the data provider service
• Improved the language localization for Spanish (es)
• Upgraded angular from version 18.0.4 to 18.1.1
• Upgraded Nx from version 19.4.3 to 19.5.1
• Upgraded prisma from version 5.16.1 to 5.17.0

Fixed

• Fixed the dividend import from a data provider for holdings without an account
• Fixed an issue in the public page related to a non-existent access

Special Thanks

• @DavidReque
• @dtslvr
• @GerardPolloRebozado

Added

• Added selfh.st to the As seen in section on the landing page

Changed

• Improved the numerical precision in the holding detail dialog
• Improved the handling of the numerical precision in the value component
• Optimized the 7d data gathering by prioritizing the currencies
• Improved the language localization for German (de)
• Upgraded Node.js from version 18 to 20 (Dockerfile)
• Upgraded Nx from version 19.4.0 to 19.4.3
• Upgraded prettier from version 3.3.1 to 3.3.3

Fixed

• Fixed the table sorting of the holdings tab on the home page

Changed

• Improved the chart of the holdings tab on the home page (experimental)
• Separated the icon purposes in the site.webmanifest

Fixed

• Fixed an issue in the portfolio summary with the currency conversion of fees
• Fixed an issue in the the search for a holding
• Removed the show condition of the experimental features setting in the user settings

Added

• Added a chart to the holdings tab of the home page (experimental)

Changed

• Improved the language localization for German (de)

Fixed

• Fixed a pagination issue in the activities endpoint by adding id as a secondary sort criterion to date to ensure consistent ordering

Added

• Added the Crypto Coins Heatmap to the resources section
• Added the Stock Heatmap to the resources section
• Extended the content of the Self-Hosting section by the platforms concept on the Frequently Asked Questions (FAQ) page

Changed

• Improved the allocations by ETF holding on the allocations page for the impersonation mode (experimental)
• Improved the detection of REST APIs (JSON) used via the scraper configuration
• Improved the usability to delete an asset profile of type currency in the historical market data table and the asset profile details dialog of the admin control
• Refreshed the cryptocurrencies list
• Refactored the thresholds of the rules in the X-ray section
• Removed the obsolete version from the docker-compose files
• Upgraded Nx from version 19.2.2 to 19.4.0

Special Thanks

• @Achal-00
• @dtslvr
• @Summon528

Added

• Added support for bulk deletion of asset profiles from the market data table in the admin control panel

Changed

• Added support for derived currencies in the currency validation
• Added support for automatic deletion of unused asset profiles when deleting activities
• Improved the caching of the benchmarks in the markets overview (only cache if needed)
• Upgraded prisma from version 5.15.0 to 5.16.1

Fixed

• Fixed an issue with the all time high in the benchmarks of the markets overview

Added

• Added a benchmarks preset to the historical market data table of the admin control panel

Changed

• Upgraded angular from version 18.0.2 to 18.0.4

Fixed

• Fixed the dialog position (center) on mobile
• Fixed the horizontal overflow in the historical market data table of the admin control panel
• Changed the mechanism of the INTRADAY data gathering to persist data only if the market state is OPEN
• Fixed the creation of activities with MANUAL data source (with no historical market data)

Added

• Added a dialog for the benchmarks in the markets overview
• Extended the asset profile details dialog of the admin control for currencies
• Extended the content of the Self-Hosting section by the mobile app question on the Frequently Asked Questions (FAQ) page

Changed

• Moved the indicator for active filters from experimental to general availability
• Improved the error handling in the biometric authentication registration
• Improved the language localization for German (de)
• Set up SSL for local development
• Upgraded the Stripe dependencies
• Upgraded marked from version 9.1.6 to 13.0.0
• Upgraded ngx-device-detector from version 5.0.1 to 8.0.0
• Upgraded ngx-markdown from version 17.1.1 to 18.0.0
• Upgraded zone.js from version 0.14.5 to 0.14.7

Special Thanks

• @dtslvr
• @juanabascal
• @SirZemar

Added

• Extended the historical market data table with currencies preset by date and activities count in the admin control panel

Changed

• Improved the date validation in the create, import and update activities endpoints
• Improved the language localization for German (de)

Special Thanks

• @dtslvr
• @SirZemar

Added

• Set the image source label in Dockerfile

Changed

• Improved the style of the blog post list
• Migrated the @ghostfolio/client components to control flow
• Improved the language localization for German (de)
• Upgraded angular from version 17.3.10 to 18.0.2
• Upgraded Nx from version 19.0.5 to 19.2.2

Special Thanks

• @coharms
• @dtslvr

Changed

• Improved the portfolio summary
• Improved the allocations by ETF holding on the allocations page (experimental)
• Improved the error handling in the HttpResponseInterceptor
• Improved the language localization for German (de)
• Upgraded prisma from version 5.14.0 to 5.15.0

Fixed

• Fixed an issue in the FIRE calculator

Added

• Introduced the allocations by ETF holding on the allocations page (experimental)

Changed

• Upgraded prettier from version 3.2.5 to 3.3.1

Added

• Added the ability to close a user account

Changed

• Improved the language localization for German (de)
• Upgraded ng-extract-i18n-merge from version 2.10.0 to 2.12.0

Fixed

• Fixed an issue with the default locale in the value component

Special Thanks

• @dtslvr
• @SirZemar

Added

• Added the data provider information to the asset profile details dialog of the admin control
• Added the cascading on delete for various relations in the database schema

Fixed

• Fixed an issue with the initial annual interest rate in the FIRE calculator
• Fixed the state handling in the currency selector
• Fixed the deletion of an asset profile with symbol profile overrides in the asset profile details dialog of the admin control

Special Thanks

• @dtslvr
• @SirZemar

Changed

• Upgraded @nestjs/passport from version 10.0.0 to 10.0.3
• Upgraded angular from version 17.3.5 to 17.3.10
• Upgraded class-validator from version 0.14.0 to 0.14.1
• Upgraded countup.js from version 2.3.2 to 2.8.0
• Upgraded Nx from version 19.0.2 to 19.0.5
• Upgraded passport from version 0.6.0 to 0.7.0
• Upgraded passport-jwt from version 4.0.0 to 4.0.1
• Upgraded prisma from version 5.13.0 to 5.14.0
• Upgraded yahoo-finance2 from version 2.11.2 to 2.11.3

Changed

• Improved the usability of the create or update activity dialog by preselecting the (only) account
• Improved the usability of the date range selector in the assistant
• Refactored the holding detail dialog to a standalone component
• Refreshed the cryptocurrencies list
• Refactored various pages to standalone components
• Upgraded @internationalized/number from version 3.5.0 to 3.5.2
• Upgraded body-parser from version 1.20.1 to 1.20.2
• Upgraded zone.js from version 0.14.4 to 0.14.5

Special Thanks

• @dtslvr
• @SirZemar