+
+
## Analytics
From 7dc74fe6812cf1efe85d19f0713e79df06200b8d Mon Sep 17 00:00:00 2001
From: Vansh <140736931+Vansh-Parate@users.noreply.github.com>
Date: Tue, 28 Oct 2025 12:40:35 +0530
Subject: [PATCH 06/12] Task/refactor column definitions in AI service (#5834)
* Refactor column definitions in AI service
* Update changelog
---
CHANGELOG.md | 2 +
apps/api/src/app/endpoints/ai/ai.service.ts | 79 ++++++++++++++++-----
2 files changed, 64 insertions(+), 17 deletions(-)
diff --git a/CHANGELOG.md b/CHANGELOG.md
index 1024336b3..220b29036 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -14,6 +14,8 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Changed
+- Refactored the generation of the holdings table in the _Copy AI prompt to clipboard for analysis_ action on the analysis page (experimental)
+- Refactored the generation of the holdings table in the _Copy portfolio data to clipboard for AI prompt_ action on the analysis page (experimental)
- Improved the language localization for German (`de`)
### Fixed
diff --git a/apps/api/src/app/endpoints/ai/ai.service.ts b/apps/api/src/app/endpoints/ai/ai.service.ts
index 4cc4fde65..d07768d69 100644
--- a/apps/api/src/app/endpoints/ai/ai.service.ts
+++ b/apps/api/src/app/endpoints/ai/ai.service.ts
@@ -14,6 +14,27 @@ import type { ColumnDescriptor } from 'tablemark';
@Injectable()
export class AiService {
+ private static readonly HOLDINGS_TABLE_COLUMN_DEFINITIONS: ({
+ key:
+ | 'ALLOCATION_PERCENTAGE'
+ | 'ASSET_CLASS'
+ | 'ASSET_SUB_CLASS'
+ | 'CURRENCY'
+ | 'NAME'
+ | 'SYMBOL';
+ } & ColumnDescriptor)[] = [
+ { key: 'NAME', name: 'Name' },
+ { key: 'SYMBOL', name: 'Symbol' },
+ { key: 'CURRENCY', name: 'Currency' },
+ { key: 'ASSET_CLASS', name: 'Asset Class' },
+ { key: 'ASSET_SUB_CLASS', name: 'Asset Sub Class' },
+ {
+ align: 'right',
+ key: 'ALLOCATION_PERCENTAGE',
+ name: 'Allocation in Percentage'
+ }
+ ];
+
public constructor(
private readonly portfolioService: PortfolioService,
private readonly propertyService: PropertyService
@@ -59,14 +80,10 @@ export class AiService {
userId
});
- const holdingsTableColumns: ColumnDescriptor[] = [
- { name: 'Name' },
- { name: 'Symbol' },
- { name: 'Currency' },
- { name: 'Asset Class' },
- { name: 'Asset Sub Class' },
- { align: 'right', name: 'Allocation in Percentage' }
- ];
+ const holdingsTableColumns: ColumnDescriptor[] =
+ AiService.HOLDINGS_TABLE_COLUMN_DEFINITIONS.map(({ align, name }) => {
+ return { name, align: align ?? 'left' };
+ });
const holdingsTableRows = Object.values(holdings)
.sort((a, b) => {
@@ -78,17 +95,45 @@ export class AiService {
assetClass,
assetSubClass,
currency,
- name,
+ name: label,
symbol
}) => {
- return {
- Name: name,
- Symbol: symbol,
- Currency: currency,
- 'Asset Class': assetClass ?? '',
- 'Asset Sub Class': assetSubClass ?? '',
- 'Allocation in Percentage': `${(allocationInPercentage * 100).toFixed(3)}%`
- };
+ return AiService.HOLDINGS_TABLE_COLUMN_DEFINITIONS.reduce(
+ (row, { key, name }) => {
+ switch (key) {
+ case 'ALLOCATION_PERCENTAGE':
+ row[name] = `${(allocationInPercentage * 100).toFixed(3)}%`;
+ break;
+
+ case 'ASSET_CLASS':
+ row[name] = assetClass ?? '';
+ break;
+
+ case 'ASSET_SUB_CLASS':
+ row[name] = assetSubClass ?? '';
+ break;
+
+ case 'CURRENCY':
+ row[name] = currency;
+ break;
+
+ case 'NAME':
+ row[name] = label;
+ break;
+
+ case 'SYMBOL':
+ row[name] = symbol;
+ break;
+
+ default:
+ row[name] = '';
+ break;
+ }
+
+ return row;
+ },
+ {} as Record
+ Browser testing via
+
+ 
+
+
+
From 8c80086da168f9eaf5be240852ba3a2656729bdd Mon Sep 17 00:00:00 2001
From: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
Date: Tue, 28 Oct 2025 18:31:16 +0100
Subject: [PATCH 08/12] Bugfix/fix typography hierarchy in resources pages
(#5863)
* Fix hierarchy
---
.../glossary/resources-glossary.component.html | 18 +++++++++---------
.../guides/resources-guides.component.html | 4 ++--
.../markets/resources-markets.component.html | 8 ++++----
.../overview/resources-overview.component.html | 2 +-
4 files changed, 16 insertions(+), 16 deletions(-)
diff --git a/apps/client/src/app/pages/resources/glossary/resources-glossary.component.html b/apps/client/src/app/pages/resources/glossary/resources-glossary.component.html
index b65054bba..fa74cd084 100644
--- a/apps/client/src/app/pages/resources/glossary/resources-glossary.component.html
+++ b/apps/client/src/app/pages/resources/glossary/resources-glossary.component.html
@@ -5,7 +5,7 @@
}
+
+
+
+
+ Sponsors
+
+ Browser testing via
+
+ +
+
+
+ + +
+
+
-
Buy and Hold
+Buy and Hold
Buy and hold is a passive investment strategy where you buy assets
and hold them for a long period regardless of fluctuations in the
@@ -22,7 +22,7 @@
-
Deflation
+Deflation
Deflation is a decrease of the general price level for goods and
services in an economy over a period of time.
@@ -38,7 +38,7 @@
-
Dollar-Cost Averaging (DCA)
+Dollar-Cost Averaging (DCA)
Dollar-cost averaging is an investment strategy where you split
the total amount to be invested across periodic purchases of a
@@ -56,7 +56,7 @@
-
Financial Independence
+Financial Independence
Financial independence is the status of having enough income, for
example with a passive income like dividends, to cover your living
@@ -73,7 +73,7 @@
-
FIRE
+FIRE
FIRE is a movement that promotes saving and investing to achieve
financial independence and early retirement.
@@ -85,7 +85,7 @@
-
Inflation
+Inflation
Inflation is an increase of the general price level for goods and
services in an economy over a period of time.
@@ -102,7 +102,7 @@
@if (hasPermissionForSubscription) {
-
Personal Finance Tools
+Personal Finance Tools
Personal finance tools are software applications that help
manage your money, track expenses, set budgets, monitor
@@ -118,7 +118,7 @@
}
-
Stagflation
+Stagflation
Stagflation describes a situation in which there is a stagnant
economy with high unemployment and high inflation.
@@ -134,7 +134,7 @@
-
Stealth Wealth
+Stealth Wealth
Stealth wealth is a lifestyle choice where you don’t openly show
off your wealth, but instead live quietly to maintain privacy and
diff --git a/apps/client/src/app/pages/resources/guides/resources-guides.component.html b/apps/client/src/app/pages/resources/guides/resources-guides.component.html
index 3bd8efec6..54b3d1f3e 100644
--- a/apps/client/src/app/pages/resources/guides/resources-guides.component.html
+++ b/apps/client/src/app/pages/resources/guides/resources-guides.component.html
@@ -5,7 +5,7 @@
-
Boringly Getting Rich
+Boringly Getting Rich
The Boringly Getting Rich guide supports you to get started
with investing. It introduces a strategy utilizing a broadly
@@ -21,7 +21,7 @@
-
How do I get my finances in order?
+How do I get my finances in order?
Before you can think of long-term investing, you have to get your
finances in order. Learn how you can reach your financial goals
diff --git a/apps/client/src/app/pages/resources/markets/resources-markets.component.html b/apps/client/src/app/pages/resources/markets/resources-markets.component.html
index 74d4bb82b..ce780aedf 100644
--- a/apps/client/src/app/pages/resources/markets/resources-markets.component.html
+++ b/apps/client/src/app/pages/resources/markets/resources-markets.component.html
@@ -3,7 +3,7 @@
-
Crypto Coins Heatmap
+Crypto Coins Heatmap
With the Crypto Coins Heatmap you can track the daily market
movements of cryptocurrencies as a visual snapshot.
@@ -17,7 +17,7 @@
-
Fear & Greed Index
+Fear & Greed Index
The fear and greed index was developed by CNNMoney to measure
the primary emotions (fear and greed) that influence how much
@@ -32,7 +32,7 @@
-
Inflation Chart
+Inflation Chart
Inflation Chart helps you find the intrinsic value of stock
markets, stock prices, goods and services by adjusting them to the
@@ -48,7 +48,7 @@
-
Stock Heatmap
+Stock Heatmap
With the Stock Heatmap you can track the daily market movements
of stocks as a visual snapshot.
diff --git a/apps/client/src/app/pages/resources/overview/resources-overview.component.html b/apps/client/src/app/pages/resources/overview/resources-overview.component.html
index 39d7c1e62..3a6f18d40 100644
--- a/apps/client/src/app/pages/resources/overview/resources-overview.component.html
+++ b/apps/client/src/app/pages/resources/overview/resources-overview.component.html
@@ -5,7 +5,7 @@
@for (item of overviewItems; track item) {
From ed115c59b14cfd0cc69dd9060d91938c0d98e6f1 Mon Sep 17 00:00:00 2001
From: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
Date: Wed, 29 Oct 2025 17:30:09 +0100
Subject: [PATCH 09/12] Feature/improve usability of user detail dialog (#5868)
* Do not reload on close
* Update changelog
---
CHANGELOG.md | 1 +
.../src/app/components/admin-users/admin-users.component.ts | 1 -
2 files changed, 1 insertion(+), 1 deletion(-)
diff --git a/CHANGELOG.md b/CHANGELOG.md
index ad8f2f70e..24103d37d 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -17,6 +17,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
- Refactored the generation of the holdings table in the _Copy AI prompt to clipboard for analysis_ action on the analysis page (experimental)
- Refactored the generation of the holdings table in the _Copy portfolio data to clipboard for AI prompt_ action on the analysis page (experimental)
+- Improved the usability of the user detail dialog in the users section of the admin control panel
- Improved the language localization for German (`de`)
### Fixed
diff --git a/apps/client/src/app/components/admin-users/admin-users.component.ts b/apps/client/src/app/components/admin-users/admin-users.component.ts
index fba54b0bb..c0d058ad2 100644
--- a/apps/client/src/app/components/admin-users/admin-users.component.ts
+++ b/apps/client/src/app/components/admin-users/admin-users.component.ts
@@ -307,7 +307,6 @@ export class GfAdminUsersComponent implements OnDestroy, OnInit {
.afterClosed()
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(() => {
- this.fetchUsers();
this.router.navigate(['.'], { relativeTo: this.route });
});
}
From aa8f933110316943b394ff4573461d4740df210a Mon Sep 17 00:00:00 2001
From: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
Date: Wed, 29 Oct 2025 17:33:22 +0100
Subject: [PATCH 10/12] Release 2.212.0 (#5871)
---
CHANGELOG.md | 2 +-
package-lock.json | 4 ++--
package.json | 2 +-
3 files changed, 4 insertions(+), 4 deletions(-)
diff --git a/CHANGELOG.md b/CHANGELOG.md
index 24103d37d..8245505b5 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -5,7 +5,7 @@ All notable changes to this project will be documented in this file.
The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
-## Unreleased
+## 2.212.0 - 2025-10-29
### Added
diff --git a/package-lock.json b/package-lock.json
index 62913d174..50138c7c9 100644
--- a/package-lock.json
+++ b/package-lock.json
@@ -1,12 +1,12 @@
{
"name": "ghostfolio",
- "version": "2.211.0",
+ "version": "2.212.0",
"lockfileVersion": 3,
"requires": true,
"packages": {
"": {
"name": "ghostfolio",
- "version": "2.211.0",
+ "version": "2.212.0",
"hasInstallScript": true,
"license": "AGPL-3.0",
"dependencies": {
diff --git a/package.json b/package.json
index 512f61b6d..d7b626f85 100644
--- a/package.json
+++ b/package.json
@@ -1,6 +1,6 @@
{
"name": "ghostfolio",
- "version": "2.211.0",
+ "version": "2.212.0",
"homepage": "https://ghostfol.io",
"license": "AGPL-3.0",
"repository": "https://github.com/ghostfolio/ghostfolio",
From 0ea2edd1e55015f086ee081bac53910d2991b03d Mon Sep 17 00:00:00 2001
From: David Requeno <108202767+DavidReque@users.noreply.github.com>
Date: Wed, 29 Oct 2025 13:28:46 -0600
Subject: [PATCH 11/12] Feature/extend menu in activities table component
(#5855)
* Extend menu in activities table component
* Update changelog
---
CHANGELOG.md | 6 +++++
.../activities-table.component.html | 14 +++++++-----
.../activities-table.component.ts | 22 ++++++++++++-------
3 files changed, 29 insertions(+), 13 deletions(-)
diff --git a/CHANGELOG.md b/CHANGELOG.md
index 8245505b5..d0f90277e 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -5,6 +5,12 @@ All notable changes to this project will be documented in this file.
The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
+## Unreleased
+
+### Added
+
+- Extended the activities table menu with a _View Holding_ item
+
## 2.212.0 - 2025-10-29
### Added
diff --git a/libs/ui/src/lib/activities-table/activities-table.component.html b/libs/ui/src/lib/activities-table/activities-table.component.html
index 843832e1a..e230c0bcd 100644
--- a/libs/ui/src/lib/activities-table/activities-table.component.html
+++ b/libs/ui/src/lib/activities-table/activities-table.component.html
@@ -437,6 +437,14 @@
class="no-max-width"
xPosition="before"
>
+ @if (canClickActivity(element)) {
+
+ }