diff --git a/CHANGELOG.md b/CHANGELOG.md index 06cac690f..c9d3a91f3 100644 --- a/CHANGELOG.md +++ b/CHANGELOG.md @@ -9,6 +9,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0 ### Changed +- Improved the wording of the _X-ray_ page to use a neutral form - Moved the support to clone an activity in the account detail dialog from experimental to general availability - Moved the support to clone an activity in the holding detail dialog from experimental to general availability - Moved the support to edit an activity in the account detail dialog from experimental to general availability diff --git a/apps/client/src/app/pages/i18n/i18n-page.html b/apps/client/src/app/pages/i18n/i18n-page.html index a685074ee..3c2558ec5 100644 --- a/apps/client/src/app/pages/i18n/i18n-page.html +++ b/apps/client/src/app/pages/i18n/i18n-page.html @@ -14,70 +14,70 @@
  • Account Cluster Risks
  • Investment
  • - Over ${thresholdMax}% of your current investment is at + Over ${thresholdMax}% of the current investment is at ${maxAccountName} (${maxInvestmentRatio}%)
  • No accounts have been set up
  • - The major part of your current investment is at + The major part of the current investment is at ${maxAccountName} (${maxInvestmentRatio}%) and does not exceed ${thresholdMax}%
  • Single Account
  • - Your net worth is managed by a single account + The net worth is managed by a single account
  • - Your net worth is managed by 0 accounts + The net worth is managed by 0 accounts
  • - Your net worth is managed by ${accountsLength} accounts + The net worth is managed by ${accountsLength} accounts
  • Asset Class Cluster Risks
  • Equity
  • - The equity contribution of your current investment + The equity contribution of the current investment (${equityValueRatio}%) exceeds ${thresholdMax}%
  • - The equity contribution of your current investment + The equity contribution of the current investment (${equityValueRatio}%) is below ${thresholdMin}%
  • - The equity contribution of your current investment + The equity contribution of the current investment (${equityValueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}%
  • Fixed Income
  • - The fixed income contribution of your current investment + The fixed income contribution of the current investment (${fixedIncomeValueRatio}%) exceeds ${thresholdMax}%
  • - The fixed income contribution of your current investment + The fixed income contribution of the current investment (${fixedIncomeValueRatio}%) is below ${thresholdMin}%
  • - The fixed income contribution of your current investment + The fixed income contribution of the current investment (${fixedIncomeValueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}%
  • Liquidity
  • Buying Power
  • - Your buying power is below ${thresholdMin} + The buying power is below ${thresholdMin} ${baseCurrency}
  • - Your buying power is 0 ${baseCurrency} + The buying power is 0 ${baseCurrency}
  • - Your buying power exceeds ${thresholdMin} + The buying power exceeds ${thresholdMin} ${baseCurrency}
  • Currency Cluster Risks
    • @@ -85,20 +85,20 @@ Investment: Base Currency
  • - The major part of your current investment is not in your base currency + The major part of the current investment is not in the base currency (${baseCurrencyValueRatio}% in ${baseCurrency})
  • - The major part of your current investment is in your base currency + The major part of the current investment is in the base currency (${baseCurrencyValueRatio}% in ${baseCurrency})
  • Investment
  • - Over ${thresholdMax}% of your current investment is in + Over ${thresholdMax}% of the current investment is in ${currency} (${maxValueRatio}%)
  • - The major part of your current investment is in ${currency} + The major part of the current investment is in ${currency} (${maxValueRatio}%) and does not exceed ${thresholdMax}%
    • @@ -109,17 +109,17 @@ Developed Markets
  • - The developed markets contribution of your current investment + The developed markets contribution of the current investment (${developedMarketsValueRatio}%) exceeds ${thresholdMax}%
  • - The developed markets contribution of your current investment + The developed markets contribution of the current investment (${developedMarketsValueRatio}%) is below ${thresholdMin}%
  • - The developed markets contribution of your current investment + The developed markets contribution of the current investment (${developedMarketsValueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}%
    • @@ -127,35 +127,35 @@ Emerging Markets
  • - The emerging markets contribution of your current investment + The emerging markets contribution of the current investment (${emergingMarketsValueRatio}%) exceeds ${thresholdMax}%
  • - The emerging markets contribution of your current investment + The emerging markets contribution of the current investment (${emergingMarketsValueRatio}%) is below ${thresholdMin}%
  • - The emerging markets contribution of your current investment + The emerging markets contribution of the current investment (${emergingMarketsValueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}%
  • Emergency Fund
  • Coverage
  • - The assets tagged as emergency fund exceed your emergency fund of + The assets tagged as emergency fund exceed the emergency fund of ${emergencyFund} ${baseCurrency}
  • - Your emergency fund of ${emergencyFund} + The emergency fund of ${emergencyFund} ${baseCurrency} is not covered
  • No emergency fund amount has been set to determine the coverage
  • - Your emergency fund of ${emergencyFund} + The emergency fund of ${emergencyFund} ${baseCurrency} is covered
  • Setup
    • @@ -167,11 +167,11 @@
  • Fee Ratio
  • - The fees do exceed ${thresholdMax}% of your total investment + The fees do exceed ${thresholdMax}% of the total investment volume (${feeRatio}%)
  • - The fees do not exceed ${thresholdMax}% of your total + The fees do not exceed ${thresholdMax}% of the total investment volume (${feeRatio}%)
  • Fees
    • @@ -180,15 +180,15 @@
  • Asia-Pacific
  • - The Asia-Pacific market contribution of your current investment + The Asia-Pacific market contribution of the current investment (${valueRatio}%) exceeds ${thresholdMax}%
  • - The Asia-Pacific market contribution of your current investment + The Asia-Pacific market contribution of the current investment (${valueRatio}%) is below ${thresholdMin}%
  • - The Asia-Pacific market contribution of your current investment + The Asia-Pacific market contribution of the current investment (${valueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}%
    • @@ -196,57 +196,57 @@ Emerging Markets
  • - The Emerging Markets contribution of your current investment + The Emerging Markets contribution of the current investment (${valueRatio}%) exceeds ${thresholdMax}%
  • - The Emerging Markets contribution of your current investment + The Emerging Markets contribution of the current investment (${valueRatio}%) is below ${thresholdMin}%
  • - The Emerging Markets contribution of your current investment + The Emerging Markets contribution of the current investment (${valueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}%
  • Europe
  • - The Europe market contribution of your current investment + The Europe market contribution of the current investment (${valueRatio}%) exceeds ${thresholdMax}%
  • - The Europe market contribution of your current investment + The Europe market contribution of the current investment (${valueRatio}%) is below ${thresholdMin}%
  • - The Europe market contribution of your current investment + The Europe market contribution of the current investment (${valueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}%
  • Japan
  • - The Japan market contribution of your current investment + The Japan market contribution of the current investment (${valueRatio}%) exceeds ${thresholdMax}%
  • - The Japan market contribution of your current investment + The Japan market contribution of the current investment (${valueRatio}%) is below ${thresholdMin}%
  • - The Japan market contribution of your current investment + The Japan market contribution of the current investment (${valueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}%
  • North America
  • - The North America market contribution of your current investment + The North America market contribution of the current investment (${valueRatio}%) exceeds ${thresholdMax}%
  • - The North America market contribution of your current investment + The North America market contribution of the current investment (${valueRatio}%) is below ${thresholdMin}%
  • - The North America market contribution of your current investment + The North America market contribution of the current investment (${valueRatio}%) is within the range of ${thresholdMin}% and ${thresholdMax}%
    • diff --git a/apps/client/src/app/pages/portfolio/x-ray/x-ray-page.component.html b/apps/client/src/app/pages/portfolio/x-ray/x-ray-page.component.html index eb6462cfa..52bfa7591 100644 --- a/apps/client/src/app/pages/portfolio/x-ray/x-ray-page.component.html +++ b/apps/client/src/app/pages/portfolio/x-ray/x-ray-page.component.html @@ -2,10 +2,17 @@

    X-ray

    -

    - Ghostfolio X-ray uses static analysis to uncover potential issues and - risks in your portfolio. Adjust the rules below and set custom - thresholds to align with your personal investment strategy. +

    + Ghostfolio X-ray uses static analysis to uncover potential issues and + risks in the portfolio. + @if (!hasImpersonationId && hasPermissionToUpdateUserSettings) { + Adjust the rules below and set custom thresholds to align with a + personal investment strategy. + }

    @if (isLoading) { @@ -55,7 +62,7 @@ {{ statistics?.rulesFulfilledCount }} out of {{ statistics?.rulesActiveCount }} - rules align with your portfolio. + rules align with the portfolio.
    }