ghostfolio

Commit Graph

Author	SHA1	Message	Date
Sven Günther	79898539d1	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	6 days ago
Karel De Smet	9eb5943666	Task/improve usability when adding currency in market data section of admin control panel (#6225 ) * Improve usability when adding currency * Update changelog	1 week ago
github-actions[bot]	dd9989112d	Task/update locales (#6247 ) * Update locales * Update changelog * Update translations --------- Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	1 week ago
Thomas Kaul	30be7589b6	Task/refactor getDividends() from async to sync (#6222 ) * Refactor from async to sync	1 week ago
Kenrick Tandrian	9fd9edd0ea	Feature/improve zh localization (#6245 ) * fix(i18n): move i18n attribute in pricing page * feat(i18n): update zh locale * feat(i18n): update zh locale * feat(docs): update changelog	1 week ago
Thomas Kaul	f364874e27	Task/extend portfolio calculator tests with investments by year (#6240 ) * Extend tests with investmentsByYear	2 weeks ago
Thomas Kaul	f03b8f097e	Task/refresh cryptocurrencies list 20260123 (#6236 ) * Update cryptocurrencies.json * Update changelog	2 weeks ago
Thomas Kaul	13031aaad3	Task/deprecate firstBuyDate in portfolio calculator (#6239 ) * Deprecate firstBuyDate in favor of dateOfFirstActivity * Update changelog	2 weeks ago
Thomas Kaul	50d7671d4f	Task/change LambdaTest to TestMu AI (#6232 ) * Change LambdaTest to TestMu AI	2 weeks ago
Thomas Kaul	71902e39d1	Task/deprecate transactionCount in portfolio calculator and service (#6228 ) * Deprecate transactionCount in favor of activitiesCount * Update changelog	2 weeks ago
Thomas Kaul	18f09e88d9	Task/remove deprecated firstBuyDate from portfolio holding response (#6220 ) * Remove deprecated firstBuyDate * Update changelog	2 weeks ago
Thomas Kaul	fcae50968b	Task/set analysis page values as experimental (#6217 ) * Set values as experimental * Update changelog	2 weeks ago
Thomas Kaul	32f56cb3f6	Task/remove deprecated public Stripe key (part 3) (#6160 ) * Remove deprecated public Stripe key	2 weeks ago
github-actions[bot]	f5b22e2f06	Task/update locales (#6212 ) * Update locales * Update translations * Update changelog --------- Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 weeks ago
Sven Günther	9df4945d0a	Feature/extend analysis page by values (#6210 ) * Extend analysis page by values * Update changelog	2 weeks ago
Thomas Kaul	4cfb785499	Task/deprecate firstBuyDate in portfolio holding response (#6208 ) * Deprecate firstBuyDate * Update changelog	2 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	2 weeks ago
Thomas Kaul	3359ea1d20	Bugfix/numeric parsing error in X-ray page (#6198 ) * Fix numeric parsing error related to cash positions * Update changelog	2 weeks ago
Thomas Kaul	f19e417068	Task/remove deprecated activities from portfolio holding response (#6157 ) * Remove deprecated activities * Update changelog	2 weeks ago
Thomas Kaul	aa41cb404b	Task/remove deprecated platforms from info service (#6137 ) * Remove platforms from info service * Update changelog	3 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	3 weeks ago
Thomas Kaul	3e8c21aa20	Task/extend referral brokers (#6193 ) * Add Monefit	3 weeks ago
github-actions[bot]	9fd7924f2c	Task/update locales (#6156 ) * Update locales Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>	3 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	3 weeks ago
yaro	825a366367	Feature/set up language localization for Korean (ko) (#6136 ) * Set up language localization for Korean (ko) * Update changelog	3 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	3 weeks ago
Thomas Kaul	4539367bc5	Task/refresh cryptocurrencies list 20260105 (#6172 ) * Update cryptocurrencies.json * Update changelog	4 weeks ago
Thomas Kaul	ac67a6e190	Task/extend portfolio calculator cash test (#6162 ) * Extend test	4 weeks ago
Thomas Kaul	09e7e6182d	Task/refactor firstOrderDate to dateOfFirstActivity in portfolio service (#6161 ) * Refactor firstOrderDate to dateOfFirstActivity	4 weeks ago
Kenrick Tandrian	d4d6ce1d07	Task/move admin service to UI library (#6159 ) * Move admin service to UI library * Update changelog	4 weeks ago
Thomas Kaul	feb25c9266	Bugfix/fix filtering by asset class in get holdings endpoint (#6151 ) * Fix filtering by asset class * Update changelog	4 weeks ago
Thomas Kaul	5101c406b4	Task/refactor dividend import (#6150 ) * Refactor dividend import * Update changelog	1 month ago
Kenrick Tandrian	601008e0e6	Task/move data service to UI library (#6154 ) * feat(lib): move data service * feat(client): update imports * feat(lib): update imports * 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
github-actions[bot]	61d51ec207	Feature/update locales (#6083 ) * Update locales * Update translations * Update changelog --------- Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	1 month ago
Omkar Gujja	95cbd01a4c	Task/lazy load platforms via API in create or update account dialog (#6130 ) * Lazy load platforms via API * Update changelog	1 month ago
Sven Günther	c52d7f46c2	Task/move scraper configuration to tab in asset profile dialog (#6094 ) * Move scraper configuration to tab in asset profile dialog * 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
Thomas Kaul	549436d919	Task/extend data providers content in self-hosting FAQ (#6123 ) * Extend data providers content * 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
Kenrick Tandrian	2167c4ca8e	Task/upgrade to marked 16.4.2 and ngx-markdown 20.1.0 (#6117 ) * chore(deps): bump marked and ngx-markdown * fix(client): change marked script file * fix(client): change umd to esm * fix(client): remove marked script file from project.json * feat(docs): update changelog	1 month ago
Thomas Kaul	0f9bebcf82	Task/eliminate ngx-stripe (#6116 ) * Eliminate ngx-stripe * Update changelog	1 month ago
Thomas Kaul	40c01c38dd	Task/deprecate platforms in info item (#6114 ) * Deprecate platforms	1 month ago
Karel De Smet	eb9d66e760	Task/improve user detail dialog routing in Admin Control panel (#6104 ) * Improve user detail dialog routing in Admin Control panel * 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
Thomas Kaul	7abeb4d76a	Task/improve language localization for de 20251229 (#6108 ) * Update translations * 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
Kenrick Tandrian	5b7356ff28	Task/upgrade jest to version 30.2.0 (#6110 ) * chore(deps): bump jest to 30.2.0 * fix(test): update setup test scripts * fix(deps): resolve vulns	1 month ago

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3071 Commits (79898539d1b202f5f524b1c5549f57126547955c)