@ -575,6 +575,572 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Changed
### Changed
- Deprecated `activities` in the endpoint `GET api/v1/portfolio/holding/:dataSource/:symbol`
## 2.228.0 - 2026-01-03
### Added
- Extended the portfolio holdings to include performance with currency effects for cash positions
### Changed
- Integrated the endpoint to get all platforms (`GET api/v1/platforms`) into the create or update account dialog
- Extracted the scraper configuration to a dedicated tab in the asset profile details dialog of the admin control panel
- Improved the language localization for German (`de`)
- Upgraded `@date-fns/utc` from version `2.1.0` to `2.1.1`
### Fixed
- Improved the table headers’ alignment of the accounts table on mobile
## 2.227.0 - 2026-01-02
### Changed
- Initialized the input properties in the _FIRE_ calculator
- Removed the deprecated public _Stripe_ key
- Upgraded `stripe` from version `18.5.0` to `20.1.0`
### Fixed
- Fixed the import of `jsonpath` to support REST APIs (`JSON`) via the scraper configuration
## 2.226.0 - 2026-01-01
### Added
- Extended the content of the _Self-Hosting_ section by information about additional data providers on the Frequently Asked Questions (FAQ) page
### Changed
- Upgraded `class-validator` from version `0.14.2` to `0.14.3`
- Upgraded `yahoo-finance2` from version `3.10.2` to `3.11.2`
## 2.225.0 - 2025-12-31
### Added
- Added a new endpoint to get all platforms (`GET api/v1/platforms`)
- Added the session url to the endpoint response of the _Stripe_ checkout
### Changed
- Improved the routing of the user detail dialog in the users section of the admin control panel
- Lifted the asset profile identifier editing restriction for `MANUAL` data sources in the asset profile details dialog of the admin control panel
- Deprecated the public _Stripe_ key
- Improved the language localization for German (`de`)
- Eliminated `ngx-stripe`
- Upgraded `angular` from version `20.2.4` to `21.0.6`
- Upgraded `marked` from version `15.0.4` to `17.0.1`
- Upgraded `ngx-device-detector` from version `10.1.0` to `11.0.0`
- Upgraded `ng-extract-i18n-merge` from `3.1.0` to `3.2.1`
- Upgraded `ngx-markdown` from version `20.0.0` to `21.0.1`
- Upgraded `Nx` from version `21.5.1` to `22.3.3`
- Upgraded `shx` from version `0.3.4` to `0.4.0`
- Upgraded `storybook` from version `9.1.5` to `10.1.10`
- Upgraded `zone.js` from version `0.15.1` to `0.16.0`
### Fixed
- Added the missing currency suffix to the cash balance field in the create or update account dialog
- Fixed the time in market display of the portfolio summary tab on the home page for the impersonation mode
- Fixed the delete button in the asset profile details dialog of the admin control panel by providing the missing `watchedByCount` parameter
## 2.224.2 - 2025-12-20
### Added
- Included the calendar year boundaries in the portfolio calculations
- Added the ISIN number to the asset profile details dialog of the admin control panel
### Changed
- Restored the support for specific calendar year date ranges (`2024`, `2023`, `2022`, etc.) in the assistant (experimental)
- Removed the deprecated _Angular CLI_ decorator (`decorate-angular-cli.js`)
- Refreshed the cryptocurrencies list
### Fixed
- Localized date formatting across the _FIRE_ section
## 2.223.0 - 2025-12-14
### Added
- Included wealth projection data calculated for the retirement date in the _FIRE_ section (experimental)
### Changed
- Moved the notification module to `@ghostfolio/ui`
- Improved the language localization for German (`de`)
### Fixed
- Fixed a calculation issue that resulted in the incorrect assignment of unknown data in the portfolio proportion chart component
## 2.222.0 - 2025-12-07
### Added
- Introduced data source transformation support in the import functionality for self-hosted environments
- Added _OpenID Connect_ (`OIDC`) as a new login provider for self-hosted environments (experimental)
- Added an optional 3D hover effect to the membership card component
### Changed
- Increased the numerical precision for cryptocurrency quantities in the holding detail dialog
- Upgraded `envalid` from version `8.1.0` to `8.1.1`
- Upgraded `prettier` from version `3.7.3` to `3.7.4`
## 2.221.0 - 2025-12-01
### Changed
- Refactored the API query parameters in various data provider services
- Extended the _Storybook_ stories of the portfolio proportion chart component by a story using percentage values
- Upgraded `@internationalized/number` from version `3.6.3` to `3.6.5`
- Upgraded `prettier` from version `3.7.2` to `3.7.3`
### Fixed
- Improved the country weightings in the _Financial Modeling Prep_ service
- Improved the search functionality by name in the _Financial Modeling Prep_ service
- Resolved an issue in the user endpoint where the list was returning empty in the admin control panel’s users section
## 2.220.0 - 2025-11-29
### Changed
- Restricted the asset profile data gathering on Sundays to only process outdated asset profiles
- Removed the _Cypress_ testing setup
- Eliminated `uuid` in favor of using `randomUUID` from `node:crypto`
- Upgraded `color` from version `5.0.0` to `5.0.3`
- Upgraded `prettier` from version `3.6.2` to `3.7.2`
### Fixed
- Fixed an issue with the exchange rate calculation when converting between derived currencies and their root currencies
## 2.219.0 - 2025-11-23
### Added
- Extended the user detail dialog of the admin control panel’s users section by the authentication method
### Changed
- Disabled the action to delete activities if the activities table is empty
- Improved the validation of the currency management in the admin control panel
- Improved the content of the pricing page
- Resolved the data source of the `GHOSTFOLIO` data provider in the export functionality
- Resolved the data source of the `GHOSTFOLIO` data provider in the import functionality
- Refreshed the cryptocurrencies list
- Improved the language localization for German (`de`)
- Upgraded `yahoo-finance2` from version `3.10.1` to `3.10.2`
### Fixed
- Fixed an issue with the edit of future activities (drafts)
## 2.218.0 - 2025-11-20
### Added
- Extended the accounts table menu with a _View Details_ item
- Extended the portfolio summary tab on the home page by percentage values (experimental)
- Added the _OSS Gallery_ logo to the logo carousel on the landing page
### Changed
- Improved the dynamic numerical precision for various values in the portfolio summary tab on the home page
- Upgraded `yahoo-finance2` from version `3.10.0` to `3.10.1`
## 2.217.1 - 2025-11-16
### Added
- Introduced support for automatically gathering required exchange rates, exposed as an environment variable (`ENABLE_FEATURE_GATHER_NEW_EXCHANGE_RATES`)
- Added a blog post: _Black Weeks 2025_
### Changed
- Refactored the get holding functionality in the portfolio service
- Changed the user data loading in the user detail dialog of the admin control panel’s users section to fetch data on demand
- Exposed the authentication with access token as an environment variable (`ENABLE_FEATURE_AUTH_TOKEN`)
- Improved the search functionality of the _Financial Modeling Prep_ service
- Improved the language localization for German (`de`)
- Upgraded `prisma` from version `6.18.0` to `6.19.0`
### Todo
- Rename the environment variable from `ENABLE_FEATURE_SOCIAL_LOGIN` to `ENABLE_FEATURE_AUTH_GOOGLE`
## 2.216.0 - 2025-11-10
### Changed
- Improved the language localization for Chinese (`zh`)
- Upgraded `chart.js` from version `4.5.0` to `4.5.1`
- Upgraded `svgmap` from version `2.12.2` to `2.14.0`
## 2.215.0 - 2025-11-06
### Added
- Added the endpoint `GET /api/v1/admin/user/:id`
### Changed
- Improved the _Self-Hosting_ section content for the _Compare with..._ concept on the Frequently Asked Questions (FAQ) page
- Improved the _Self-Hosting_ section content for the _Markets_ concept on the Frequently Asked Questions (FAQ) page
- Changed the build executor of the client from `@nx/angular:webpack-browser` to `@nx/angular:browser-esbuild`
- Refactored the app component to standalone
- Improved the language localization for German (`de`)
- Upgraded `@ionic/angular` from version `8.7.3` to `8.7.8`
### Fixed
- Fixed the style of the safe withdrawal rate selector in the _FIRE_ section (experimental)
- Assigned the `ADMIN` role to the first user signing up via a social login provider if no administrator existed
- Improved the table headers’ alignment in the platform management of the admin control panel
- Improved the table headers’ alignment in the tag management of the admin control panel
## 2.214.0 - 2025-11-01
### Changed
- Improved the icon of the _View Holding_ menu item in the activities table
- Ensured atomic data replacement during historical market data gathering
- Removed _Internet Identity_ as a social login provider
- Refreshed the cryptocurrencies list
- Upgraded `countries-list` from version `3.1.1` to `3.2.0`
- Upgraded `ng-extract-i18n-merge` from version `3.0.0` to `3.1.0`
- Upgraded `twitter-api-v2` from version `1.23.0` to `1.27.0`
## 2.213.0 - 2025-10-30
### Added
- Extended the activities table menu with a _View Holding_ item
- Added the error logging to the symbol lookup in the _Trackinsight_ data enhancer
### Changed
- Improved the icon of the holdings tab on the home page
- Improved the icon of the holdings tab on the home page for the _Zen Mode_
- Improved the icon of the holdings tab in the account detail dialog
- Migrated the tags selector component in the holding detail dialog to form control
- Improved the language localization for German (`de`)
- Upgraded `nestjs` from version `11.1.3` to `11.1.8`
## 2.212.0 - 2025-10-29
### Added
- Added a close holding button to the holding detail dialog
- Added the _Sponsors_ section to the about page
- Extended the user detail dialog in the users section of the admin control panel
### 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 usability of the user detail dialog in the users section of the admin control panel
- Improved the language localization for German (`de`)
### Fixed
- Ensured the locale is available in the settings dialog to customize the rule thresholds of the _X-ray_ page
## 2.211.0 - 2025-10-25
### Added
- Extended the export functionality by the user account’s performance calculation type
- Added the _SelfhostedHub_ logo to the logo carousel on the landing page
- Added a user detail dialog to the users section of the admin control panel
### Changed
- Localized the number formatting in the static portfolio analysis rule: _Liquidity_ (Buying Power)
- Moved the _Prisma Configuration File_ from `prisma.config.ts` to `.config/prisma.ts`
- Improved the language localization for German (`de`)
- Upgraded `prisma` from version `6.17.1` to `6.18.0`
- Upgraded `tablemark` from version `3.1.0` to `4.1.0`
### Fixed
- Fixed the style in the footer row of the accounts table
- Fixed the rendering of names and symbols for custom assets in the import activities dialog
- Fixed an issue with the market price in base currency during the portfolio snapshot calculation
## 2.210.1 - 2025-10-22
### Added
- Added support for data gathering by date range in the asset profile details dialog of the admin control panel
### Changed
- Extracted the portfolio filter form of the assistant to a reusable component
- Formatted the holdings table in the _Copy AI prompt to clipboard for analysis_ action on the analysis page (experimental)
- Formatted the holdings table in the _Copy portfolio data to clipboard for AI prompt_ action on the analysis page (experimental)
- Reverted the explicit configuration of the _Redis_ address family in the job queue module
- Improved the language localization for German (`de`)
- Upgraded `ioredis` from version `5.6.1` to `5.8.2`
### Fixed
- Fixed the enter key press to submit the form of the login with access token dialog
- Fixed an issue in the database seeding process caused by unresolved environment variables in `DATABASE_URL`
## 2.209.0 - 2025-10-18
### Added
- Extended the glossary of the resources page by _Stealth Wealth_
- Extended the content of the pricing page
- Added a _Storybook_ story for the holdings table component
### Changed
- Disabled the zoom functionality in the _Progressive Web App_ (PWA)
- Improved the currency validation in the get asset profiles functionality of the data provider service
- Improved the currency validation in the search functionality of the data provider service
- Optimized the get quotes functionality by utilizing the asset profile resolutions in the _Financial Modeling Prep_ service
- Extracted the footer to a component
- Refactored the blog page component to standalone
- Improved the portfolio calculator unit tests to load the user currency from the exported file
- Improved the language localization for German (`de`)
### Fixed
- Fixed an issue in the `csv` file import where custom asset profiles failed due to validation errors
- Fixed an issue with the total buy and sell calculation in the summary related to activities in a custom currency
- Respected the include indices flag in the search functionality of the _Financial Modeling Prep_ service
- Fixed an issue where the scroll position was not restored when changing pages
- Fixed the word wrap in the menus of the activities table component
- Fixed the dark mode in the _As seen in_ section on the landing page
## 2.208.0 - 2025-10-11
### Added
- Added support for configuring the safe withdrawal rate in the _FIRE_ section (experimental)
### Changed
- Changed the _As seen in_ section on the landing page to an animated carousel
- Refactored `transactionCount` to `activitiesCount` in the endpoint `GET api/v1/portfolio/holding/:dataSource/:symbol`
- Refactored various components to use self-closing tags
- Removed the deprecated endpoint `GET api/v1/portfolio/position/:dataSource/:symbol`
- Removed the deprecated endpoint `PUT api/v1/portfolio/position/:dataSource/:symbol/tags`
- Improved the language localization for German (`de`)
- Upgraded `prisma` from version `6.16.1` to `6.17.1`
### Fixed
- Fixed the server startup message to properly display IPv6 addresses
- Enabled IPv6 connectivity for _Redis_ in the job queue module by setting the address family
- Fixed an issue where importing custom asset profiles failed due to validation errors
## 2.207.0 - 2025-10-08
### Added
- Added support to edit a granted access (experimental)
- Introduced tabs to the asset profile details dialog in the admin control panel
- Added support for a date range query parameter in the data gathering endpoint
- Added a _Storybook_ story for the activities table component
### Changed
- Improved the spacing around the buttons in the holding detail dialog
- Extended the _Storybook_ stories of the accounts table component by a loading state story
- Refactored the auth page to standalone
- Improved the language localization for German (`de`)
### Fixed
- Fixed the word wrap in the menu of the access table component
- Fixed the word wrap in the menu of the activities table component
- Fixed the word wrap in the menu of the asset profile details dialog in the admin control panel
## 2.206.0 - 2025-10-04
### Changed
- Localized the number formatting in the settings dialog to customize the rule thresholds of the _X-ray_ page
- Improved the usability of the assistant by preselecting the first search result
- Improved the usability of the _Cancel_ / _Close_ buttons in the create watchlist item dialog
- Refactored the `fireWealth` from `number` type to a structured object in the summary of the portfolio details endpoint
- Refactored the _Open Startup_ (`/open`) page to standalone
- Refactored the file drop directive to standalone
- Refactored the symbol pipe to standalone
### Fixed
- Handled an exception in the get asset profile functionality of the _Financial Modeling Prep_ service
- Added the missing `CommonModule` import in the import activities dialog
## 2.205.0 - 2025-10-01
### Changed
- Restricted the selection of the retirement date picker in the _FIRE_ calculator to a future date
- Improved the support for mutual funds in the _Financial Modeling Prep_ service (get asset profiles)
- Improved the language localization for German (`de`)
- Upgraded `prisma` from version `6.16.1` to `6.16.3`
## 2.204.0 - 2025-09-30
### Added
- Added the safe withdrawal rate to the user settings (experimental)
### Changed
- Improved the number formatting of the y-axis labels in the investment chart component
- Localized the number formatting of the y-axis labels in the line chart component
- Improved the wording of the 4% rule in the _FIRE_ section
- Improved the usability of the create asset profile dialog in the market data section of the admin control panel
- Improved the language localization for German (`de`)
### Fixed
- Improved the table headers’ alignment of the activities table
## 2.203.0 - 2025-09-27
### Added
- Added support for column sorting to the queue jobs table in the admin control panel
- Added a blog post: _Hacktoberfest 2025_
### Changed
- Removed the deprecated `ITEM` activity type
## 2.202.0 - 2025-09-26
### Added
- Added `settings` to the `Access` model
### Changed
- Extended the tags selector component to support form control
- Changed the deprecated `ITEM` activity type to `VALUABLE` in the create or update activity dialog
### Fixed
- Fixed an issue where the save button was not enabled after editing tags in the create or update activity dialog
- Fixed an issue in the investment calculation when selling all units of a holding
## 2.201.0 - 2025-09-24
### Added
- Added the symbol to the benchmark component
- Added the latest activities to the public page (experimental)
- Added pagination to the activities table of the activities import dialog
- Added an option to configure the account column of the activities table component
### Changed
- Hid the account column from the activities table of the account detail dialog to avoid redundant information
- Renamed the show access token dialog component to user account registration dialog component
- Refreshed the cryptocurrencies list
- Improved the language localization for German (`de`)
- Upgraded `countup.js` from version `2.8.2` to `2.9.0`
### Fixed
- Fixed an issue with `unitPriceInAssetProfileCurrency` in the value redaction interceptor for the impersonation mode
## 2.200.0 - 2025-09-17
### Changed
- Refactored the show access token dialog component to standalone
- Upgraded `prisma` from version `6.15.0` to `6.16.1`
### Fixed
- Removed a temporary element from the activities table component
## 2.199.0 - 2025-09-14
### Added
- Extended the content of the performance calculation method by dividends on the Frequently Asked Questions (FAQ) page
- Added a _Storybook_ story for the entity logo image component
### Changed
- Improved the search in the _Yahoo Finance_ service
- Moved the holdings table into the holdings section on the public page
- Migrated to the _Prisma Configuration File_ approach (`prisma.config.ts`)
- Refactored the login with access token dialog component to standalone
- Prefixed the `crypto`, `fs` and `path` imports with `node:`
- Upgraded `yahoo-finance2` from version `3.8.0` to `3.10.0`
### Fixed
- Fixed a pagination issue in the market data endpoint by adding `id` as a secondary sort criterion to ensure consistent ordering in the admin control panel
- Fixed a pagination issue in the user endpoint by adding `id` as a secondary sort criterion to ensure consistent ordering in the admin control panel
## 2.198.0 - 2025-09-11
### Changed
- Extended the variations of the interstitials for the subscription
- Renamed the job identifier column in the jobs queue view of the admin control panel
- Refactored the markets page to standalone
- Refactored the fear and greed index component to standalone
- Refactored the header component to standalone
- Refactored the investment chart component to standalone
- Refactored the rule component to standalone
- Refactored the rules component to standalone
- Refactored the subscription interstitial dialog component to standalone
- Removed the `IonIcon` import from the landing page
- Improved the language localization for German (`de`)
- Upgraded `angular` from version `20.1.3` to `20.2.4`
- Upgraded `eslint` dependencies
- Upgraded `Nx` from version `21.3.9` to `21.5.1`
- Upgraded `storybook` from version `9.0.17` to `9.1.5`
### Fixed
- Fixed the holdings table on the public page
## 2.197.0 - 2025-09-07
### Added
- Enabled automatic data gathering for custom currencies added via the currency management in the admin control panel
- Added a _Storybook_ story for the world map chart component
### Changed
- Restructured the response of the portfolio report endpoint (_X-ray_)
- Modernized the templates with untagged template literals
- Moved the world map chart component to `@ghostfolio/ui`
- Refactored the create or update access dialog component to standalone
- Improved the language localization for German (`de`)
- Upgraded `envalid` from version `8.0.0` to `8.1.0`
- Upgraded `prisma` from version `6.14.0` to `6.15.0`
### Fixed
- Improved the handling of `0` buying power in the static portfolio analysis rule: _Liquidity_ (Buying Power)
- Fixed an issue related to the error handling in the data provider status component
KenTandrian
4 months ago