-
Exclude from Analysis
+
+
@if (data.account.id) {
diff --git a/libs/common/src/lib/dtos/create-account-with-balances.dto.ts b/libs/common/src/lib/dtos/create-account-with-balances.dto.ts
index 2d1d3ed2a..8fc6f78e4 100644
--- a/libs/common/src/lib/dtos/create-account-with-balances.dto.ts
+++ b/libs/common/src/lib/dtos/create-account-with-balances.dto.ts
@@ -1,6 +1,6 @@
import { AccountBalance } from '@ghostfolio/common/interfaces';
-import { IsArray, IsOptional } from 'class-validator';
+import { IsArray, IsBoolean, IsOptional } from 'class-validator';
import { CreateAccountDto } from './create-account.dto';
@@ -8,4 +8,12 @@ export class CreateAccountWithBalancesDto extends CreateAccountDto {
@IsArray()
@IsOptional()
balances?: AccountBalance[];
+
+ /**
+ * @deprecated Accepted for backward compatibility with old export files
+ * and mapped to the "Exclude from Analysis" tag (`TAG_ID_EXCLUDE_FROM_ANALYSIS`)
+ */
+ @IsBoolean()
+ @IsOptional()
+ isExcluded?: boolean;
}
diff --git a/libs/common/src/lib/dtos/create-account.dto.ts b/libs/common/src/lib/dtos/create-account.dto.ts
index b04193020..e4a0c64fe 100644
--- a/libs/common/src/lib/dtos/create-account.dto.ts
+++ b/libs/common/src/lib/dtos/create-account.dto.ts
@@ -4,7 +4,6 @@ import { Transform, TransformFnParams } from 'class-transformer';
import {
ArrayUnique,
IsArray,
- IsBoolean,
IsNumber,
IsOptional,
IsString,
@@ -30,13 +29,6 @@ export class CreateAccountDto {
@IsString()
id?: string;
- /**
- * @deprecated Use the "Exclude from Analysis" tag (`TAG_ID_EXCLUDE_FROM_ANALYSIS`) instead
- */
- @IsBoolean()
- @IsOptional()
- isExcluded?: boolean;
-
@IsString()
name: string;
diff --git a/libs/common/src/lib/dtos/update-account.dto.ts b/libs/common/src/lib/dtos/update-account.dto.ts
index 7a33da2df..a6a3e6ac6 100644
--- a/libs/common/src/lib/dtos/update-account.dto.ts
+++ b/libs/common/src/lib/dtos/update-account.dto.ts
@@ -4,7 +4,6 @@ import { Transform, TransformFnParams } from 'class-transformer';
import {
ArrayUnique,
IsArray,
- IsBoolean,
IsNumber,
IsOptional,
IsString,
@@ -29,13 +28,6 @@ export class UpdateAccountDto {
@IsString()
id: string;
- /**
- * @deprecated Use the "Exclude from Analysis" tag (`TAG_ID_EXCLUDE_FROM_ANALYSIS`) instead
- */
- @IsBoolean()
- @IsOptional()
- isExcluded?: boolean;
-
@IsString()
name: string;
diff --git a/libs/common/src/lib/helper.ts b/libs/common/src/lib/helper.ts
index f9dcd52cf..5d1321678 100644
--- a/libs/common/src/lib/helper.ts
+++ b/libs/common/src/lib/helper.ts
@@ -420,12 +420,8 @@ export function interpolate(template: string, context: any) {
});
}
-export function isAccountExcluded(account: {
- isExcluded: boolean;
- tags?: { id: string }[];
-}) {
+export function isAccountExcluded(account: { tags?: { id: string }[] }) {
return (
- account.isExcluded ||
account.tags?.some(({ id }) => {
return id === TAG_ID_EXCLUDE_FROM_ANALYSIS;
}) === true
diff --git a/libs/ui/src/lib/accounts-table/accounts-table.component.stories.ts b/libs/ui/src/lib/accounts-table/accounts-table.component.stories.ts
index 62a01164f..a38ca826c 100644
--- a/libs/ui/src/lib/accounts-table/accounts-table.component.stories.ts
+++ b/libs/ui/src/lib/accounts-table/accounts-table.component.stories.ts
@@ -24,7 +24,6 @@ const accounts = [
createdAt: new Date('2025-06-01T06:52:49.063Z'),
currency: 'USD',
id: '460d7401-ca43-4ed4-b08e-349f1822e9db',
- isExcluded: false,
name: 'Coinbase Account',
platform: {
id: '8dc24b88-bb92-4152-af25-fe6a31643e26',
@@ -46,7 +45,6 @@ const accounts = [
createdAt: new Date('2025-06-01T06:48:53.055Z'),
currency: 'USD',
id: '6d773e31-0583-4c85-a247-e69870b4f1ee',
- isExcluded: false,
name: 'Private Banking Account',
platform: {
id: '43e8fcd1-5b79-4100-b678-d2229bd1660d',
@@ -68,7 +66,6 @@ const accounts = [
createdAt: new Date('2025-05-31T13:00:13.940Z'),
currency: 'USD',
id: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
- isExcluded: false,
name: 'Trading Account',
platform: {
id: '9da3a8a7-4795-43e3-a6db-ccb914189737',
diff --git a/libs/ui/src/lib/activities-table/activities-table.component.stories.ts b/libs/ui/src/lib/activities-table/activities-table.component.stories.ts
index 25463e576..8fa11639c 100644
--- a/libs/ui/src/lib/activities-table/activities-table.component.stories.ts
+++ b/libs/ui/src/lib/activities-table/activities-table.component.stories.ts
@@ -45,7 +45,6 @@ const activities: Activity[] = [
createdAt: new Date('2025-05-31T13:00:13.940Z'),
currency: 'USD',
id: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
- isExcluded: false,
name: 'Trading Account',
platformId: '9da3a8a7-4795-43e3-a6db-ccb914189737',
updatedAt: new Date('2025-06-01T06:53:10.569Z'),
@@ -112,7 +111,6 @@ const activities: Activity[] = [
createdAt: new Date('2025-05-31T13:00:13.940Z'),
currency: 'USD',
id: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
- isExcluded: false,
name: 'Trading Account',
platformId: '9da3a8a7-4795-43e3-a6db-ccb914189737',
updatedAt: new Date('2025-06-01T06:53:10.569Z'),
@@ -179,7 +177,6 @@ const activities: Activity[] = [
createdAt: new Date('2025-05-31T13:00:13.940Z'),
currency: 'USD',
id: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
- isExcluded: false,
name: 'Trading Account',
platformId: '9da3a8a7-4795-43e3-a6db-ccb914189737',
updatedAt: new Date('2025-06-01T06:53:10.569Z'),
@@ -246,7 +243,6 @@ const activities: Activity[] = [
createdAt: new Date('2025-05-31T13:00:13.940Z'),
currency: 'USD',
id: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
- isExcluded: false,
name: 'Trading Account',
platformId: '9da3a8a7-4795-43e3-a6db-ccb914189737',
updatedAt: new Date('2025-06-01T06:53:10.569Z'),
@@ -313,7 +309,6 @@ const activities: Activity[] = [
createdAt: new Date('2025-05-31T13:00:13.940Z'),
currency: 'USD',
id: '776bd1e9-b2f6-4f7e-933d-18756c2f0625',
- isExcluded: false,
name: 'Trading Account',
platformId: '9da3a8a7-4795-43e3-a6db-ccb914189737',
updatedAt: new Date('2025-06-01T06:53:10.569Z'),
diff --git a/prisma/migrations/20260705120000_removed_is_excluded_from_account/migration.sql b/prisma/migrations/20260705120000_removed_is_excluded_from_account/migration.sql
new file mode 100644
index 000000000..5fb01f5d2
--- /dev/null
+++ b/prisma/migrations/20260705120000_removed_is_excluded_from_account/migration.sql
@@ -0,0 +1,21 @@
+-- Create the "EXCLUDE_FROM_ANALYSIS" tag if it does not exist yet
+INSERT INTO "Tag" ("id", "name")
+VALUES ('f2e868af-8333-459f-b161-cbc6544c24bd', 'EXCLUDE_FROM_ANALYSIS')
+ON CONFLICT DO NOTHING;
+
+-- Migrate accounts with "isExcluded" to the "EXCLUDE_FROM_ANALYSIS" tag
+INSERT INTO "TagsOnAccounts" ("accountId", "tagId", "updatedAt", "userId")
+SELECT
+ "id",
+ 'f2e868af-8333-459f-b161-cbc6544c24bd',
+ CURRENT_TIMESTAMP,
+ "userId"
+FROM "Account"
+WHERE "isExcluded" = true
+ON CONFLICT DO NOTHING;
+
+-- DropIndex
+DROP INDEX "Account_isExcluded_idx";
+
+-- AlterTable
+ALTER TABLE "Account" DROP COLUMN "isExcluded";
diff --git a/prisma/schema.prisma b/prisma/schema.prisma
index 233a63688..185437b89 100644
--- a/prisma/schema.prisma
+++ b/prisma/schema.prisma
@@ -33,8 +33,6 @@ model Account {
createdAt DateTime @default(now())
currency String?
id String @default(uuid())
- /// @deprecated Use the "Exclude from Analysis" tag (`TAG_ID_EXCLUDE_FROM_ANALYSIS`) instead
- isExcluded Boolean @default(false)
name String?
platform Platform? @relation(fields: [platformId], references: [id])
platformId String?
@@ -46,7 +44,6 @@ model Account {
@@id([id, userId])
@@index([currency])
@@index([id])
- @@index([isExcluded])
@@index([name])
@@index([userId])
}
From 82085ff22908358079a20d9ad6ea0391ec6ddd0f Mon Sep 17 00:00:00 2001
From: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
Date: Sun, 5 Jul 2026 19:00:13 +0200
Subject: [PATCH 2/2] Update changelog
---
CHANGELOG.md | 7 +++++++
1 file changed, 7 insertions(+)
diff --git a/CHANGELOG.md b/CHANGELOG.md
index df95d849b..234aef536 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -5,6 +5,13 @@ 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
+
+### Changed
+
+- Moved the support for tags in the account from experimental to general availability
+- Removed the deprecated `isExcluded` attribute of the account in favor of the _Exclude from Analysis_ tag including a data migration
+
## 3.21.0 - 2026-07-05
### Added