ghostfolio

Commit Graph

Author	SHA1	Message	Date
Sven Günther	6b167a917e	Add calculation and display of annualized dividend yield based on dividends received in the last 12 months relative to the investment cost basis. Implementation: - Add annualizedDividendYield property to TimelinePosition, PortfolioSnapshot, and PortfolioSummary interfaces - Calculate individual position yield based on last 12 months dividends / investment with currency effects - Aggregate portfolio-wide yield in PortfolioSnapshot - Extract and include yield in PortfolioSummary via PortfolioService Tests: - Add comprehensive tests with single position (MSFT) - Add multi-position test (MSFT + IBM) to verify aggregation - Add PortfolioService integration tests - Add IBM mock data to CurrentRateService - Update cash test to include new property	2 weeks ago
Anurag Choudhury	d7349cd621	Bugfix/adapt accounts and tags of assistant in impersonation mode (#6231 ) * Adapt accounts and tags of assistant in impersonation mode * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	4 days ago
Thomas Kaul	f57726972e	Task/refresh cryptocurrencies list 20260207 (#6289 ) * Update cryptocurrencies.json * Update changelog	4 days ago
Thomas Kaul	63e75942a8	Task/remove deprecated transaction count in portfolio calculator and service (#6288 ) * Remove deprecated transactionCount in portfolio calculator and service * Update changelog	5 days ago
Thomas Kaul	348ee5de8d	Task/add missing transform data source interceptors in market data controller (#6287 ) * Add missing transform data source interceptors	5 days ago
Thomas Kaul	5adacda88f	Task/remove deprecated session id from create stripe checkout session response (#6280 ) * Remove deprecated sessionId	6 days ago
Thomas Kaul	4ff372f020	Task/remove deprecated transaction count in get admin endpoint (#6281 ) * Remove deprecated transaction count * Update changelog	6 days ago
Thomas Kaul	eb6177d2e5	Bugfix/fix exception when fetching top holdings in Yahoo Finance service (#6279 ) * Add missing guard * Update changelog	6 days ago
Thomas Kaul	0365b9b614	Task/upgrade stripe to version 20.3.0 (#6273 ) * Upgrade stripe to version 20.3.0 * Update changelog	1 week ago
Thomas Kaul	0034ed0adf	Feature/introduce fast-redact in value redaction interceptor (#6269 ) * Introduce fast-redact * Update changelog --------- Co-authored-by: Valentin Zickner <valentin@coderworks.de>	1 week ago
Thomas Kaul	9c4638c185	Feature/add impersonation mode in get account balances endpoint (#6272 ) * Add impersonation mode * Update changelog	1 week ago
Thomas Kaul	eae2c20dfe	Task/deprecate transactionCount in GET api/v1/admin endpoint (#6265 ) * Deprecate transactionCount in favor of activitiesCount * Update changelog	2 weeks ago
Kenrick Tandrian	7dbacdbf0f	Feature/extract top holdings from Yahoo Finance for ETF and mutual funds (#6254 ) * Extract top holdings from Yahoo Finance for ETF and mutual funds * Update changelog	2 weeks ago
Thomas Kaul	418e8bc843	Task/remove deprecated first buy date in portfolio calculator (#6244 ) * Remove deprecated firstBuyDate * Update changelog	2 weeks ago
Thomas Kaul	30be7589b6	Task/refactor getDividends() from async to sync (#6222 ) * Refactor from async to sync	3 weeks ago
Thomas Kaul	f364874e27	Task/extend portfolio calculator tests with investments by year (#6240 ) * Extend tests with investmentsByYear	3 weeks ago
Thomas Kaul	f03b8f097e	Task/refresh cryptocurrencies list 20260123 (#6236 ) * Update cryptocurrencies.json * Update changelog	3 weeks ago
Thomas Kaul	13031aaad3	Task/deprecate firstBuyDate in portfolio calculator (#6239 ) * Deprecate firstBuyDate in favor of dateOfFirstActivity * Update changelog	3 weeks ago
Thomas Kaul	71902e39d1	Task/deprecate transactionCount in portfolio calculator and service (#6228 ) * Deprecate transactionCount in favor of activitiesCount * Update changelog	3 weeks ago
Thomas Kaul	18f09e88d9	Task/remove deprecated firstBuyDate from portfolio holding response (#6220 ) * Remove deprecated firstBuyDate * Update changelog	3 weeks ago
Thomas Kaul	4cfb785499	Task/deprecate firstBuyDate in portfolio holding response (#6208 ) * Deprecate firstBuyDate * Update changelog	4 weeks ago
Thomas Kaul	d9a4d261e4	Bugfix/total fee calculation related to activities in custom currency (part 2) (#6199 ) * Fix total fee calculation related to activities in custom currency * Update changelog	4 weeks ago
Thomas Kaul	3359ea1d20	Bugfix/numeric parsing error in X-ray page (#6198 ) * Fix numeric parsing error related to cash positions * Update changelog	4 weeks ago
Thomas Kaul	f19e417068	Task/remove deprecated activities from portfolio holding response (#6157 ) * Remove deprecated activities * Update changelog	4 weeks ago
Thomas Kaul	aa41cb404b	Task/remove deprecated platforms from info service (#6137 ) * Remove platforms from info service * Update changelog	4 weeks ago
Thomas Kaul	6727fb2b74	Bugfix/total fee calculation related to activities in custom currency (#6191 ) * Fix total fee calculation related to activities in custom currency * Update changelog	4 weeks ago
Thomas Kaul	723e154e65	Feature/restore support for specific calendar year date ranges in holdings (#6186 ) * Restore specific calendar year date ranges * Update changelog	4 weeks ago
Kenrick Tandrian	645e8ee303	Bugfix/prevent double counting of cash in net worth (#6171 ) * Prevent double counting of cash in net worth * Update changelog	1 month ago
Thomas Kaul	4539367bc5	Task/refresh cryptocurrencies list 20260105 (#6172 ) * Update cryptocurrencies.json * Update changelog	1 month ago
Thomas Kaul	ac67a6e190	Task/extend portfolio calculator cash test (#6162 ) * Extend test	1 month ago
Thomas Kaul	09e7e6182d	Task/refactor firstOrderDate to dateOfFirstActivity in portfolio service (#6161 ) * Refactor firstOrderDate to dateOfFirstActivity	1 month ago
Thomas Kaul	feb25c9266	Bugfix/fix filtering by asset class in get holdings endpoint (#6151 ) * Fix filtering by asset class * Update changelog	1 month ago
Thomas Kaul	5101c406b4	Task/refactor dividend import (#6150 ) * Refactor dividend import * Update changelog	1 month ago
Kenrick Tandrian	3943ca9f88	Feature/extend holdings endpoint to include performance with currency effects for cash positions (#5650 ) * Extend holdings endpoint to include performance with currency effects for cash positions * Update changelog	1 month ago
Thomas Kaul	a6011f2c47	Task/remove deprecated public Stripe key (#6124 ) * Remove deprecated public Stripe key * Update changelog	1 month ago
Thomas Kaul	a1fab9fdf3	Task/upgrade stripe to version 20.1.0 (#6132 ) * Upgrade stripe to version 20.1.0 * Update changelog	1 month ago
Thomas Kaul	7999ff973b	Bugfix/jsonpath import in manual service (#6129 ) * Fix jsonpath import * Update changelog	1 month ago
Kenrick Tandrian	742415833c	Task/upgrade to Nx 22.3.3 and Angular 21.0 (#6109 ) * chore(deps): upgrade to Nx 22.3.3 and Angular 21.0 * feat(nx): run migrations * fix(ts): change module and moduleResolution for api * feat(ts): remove duplicates of bundler module resolution * fix(ts): enable ESM interoperability * fix(api): update imports * fix(ts): set module to preserve in api spec * fix(ts): update target * resolve comments * fix(api): set jest moduleNameMapper * fix(ts): update tsconfig in api spec * fix(api): revert import changes * fix(apps): revert unnecessary changes * fix(client): change marked js file * fix(deps): remove duplicates	1 month ago
Thomas Kaul	0f9bebcf82	Task/eliminate ngx-stripe (#6116 ) * Eliminate ngx-stripe * Update changelog	1 month ago
Paul van der lei	ee1f606b59	Feature/create endpoint to get all platforms (#6097 ) * Create endpoint to get all platforms * Update changelog	1 month ago
Vahant Sharma	e668c6465e	Bugfix/time in market for impersonation mode (#6103 ) * Fix time in market for impersonation mode * Update changelog	1 month ago
Thomas Kaul	042d33aa00	Task/refactor read platforms permission (#6095 ) * Refactor read platforms permission	2 months ago
Eduardo Almeida	7b885a11e2	Bugfix/fix asset profile deletion and allow editing asset profile identifiers with MANUAL data source (#6090 ) * Fix asset profile deletion and allow editing asset profile identifiers with MANUAL data source * Update changelog	2 months ago
Sven Günther	1fa96536e0	Task/include first and last date of each calendar year in getChartDateMap() (#6069 ) * Include first and last date of each calendar year in getChartDateMap() * Update changelog	2 months ago
Thomas Kaul	2feef3a17e	Task/refresh cryptocurrencies list 20251215 (#6073 ) * Update cryptocurrencies.json * Update changelog	2 months ago
Johnson Towoju	de3f0c4207	Feature/extend FIRE page with projection information at retirement date (#6034 ) * Extend FIRE page with projection information at retirement date * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 months ago
Germán Martín	4cd16c33f8	Feature/OIDC authentication (#5981 ) * Set up OIDC authentication * Update changelog	2 months ago
Thomas Kaul	9aa73f74f8	Feature/data source transformation in import for self-hosted environments (#6032 ) * Introduce data source transformation support for self-hosted environments * Update changelog	2 months ago
Thomas Kaul	ccea6481ab	Task/prettify files 20251204 (#6033 ) * Prettify files	2 months ago
Thomas Kaul	154dbf37a8	Task/remove return type in parseSector() of YahooFinanceService (#6006 ) * Remove return type	2 months ago

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1581 Commits (6b167a917e5cf55fba39b7b9e301ae3a45bd8f20)