# Changelog 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 ### Fixed - Fixed the node engine version mismatch in `package.json` - Fixed an issue on the buy date in the position detail dialog - Fixed an issue with the currency inconsistency in the _Yahoo Finance_ service (convert from `GBp` to `GBP`) ## 1.39.0 - 16.08.2021 ### Added - Added an option to hide absolute values like performances and quantities (_Restricted View_) ### Changed - Restructured the allocations page ### Fixed - Fixed an issue with the performance in the portfolio summary tab on the home page (impersonation mode) - Fixed various values in the impersonation mode which have not been nullified ### Removed - Removed the current net performance - Removed the read foreign portfolio permission ### Todo - Apply data migration (`yarn database:push`) ## 1.38.0 - 14.08.2021 ### Added - Added the overview menu item on mobile ### Changed - Refactored the exchange rate service - Improved the users table in the admin control panel ## 1.37.0 - 13.08.2021 ### Added - Added the calculated net worth to the portfolio summary tab on the home page - Added the calculated time in market to the portfolio summary tab on the home page ### Changed - Improved the usability of the tabs on the home page - Restructured the portfolio summary tab on the home page - Upgraded `angular-material-css-vars` from version `2.1.0` to `2.1.2` ### Fixed - Fixed the position detail chart if there are missing historical data around the first buy date - Fixed the snack bar background color in dark mode - Fixed the search functionality for symbols (filter for supported currencies) ## 1.36.0 - 09.08.2021 ### Changed - Improved the data gathering handling on server restart - Respected the cash balance on the allocations page - Eliminated the name from the scraper configuration ### Fixed - Fixed hidden cryptocurrency holdings ## 1.35.0 - 08.08.2021 ### Changed - Hid the pagination of tabs - Improved the classification of assets - Improved the support for future transactions (drafts) - Optimized the accounts table for mobile - Upgraded `chart.js` from version `3.3.2` to `3.5.0` ### Fixed - Added a fallback if the exchange rate service has not been initialized correctly ### Todo - Apply data migration (`yarn database:push`) ## 1.34.0 - 07.08.2021 ### Changed - Restructured the page hierarchy ### Fixed - Fixed an issue with the currency conversion of the market price in the position detail dialog - Fixed the chart and missing data of positions from the past in the position detail dialog ## 1.33.0 - 05.08.2021 ### Fixed - Fixed an issue of a division by zero in the portfolio calculations - Fixed an issue with the currency conversion in the position detail dialog ## 1.32.0 - 04.08.2021 ### Added - Added the name to the position detail dialog when opened from the transactions table - Added a screenshot to the blog posts ### Fixed - Fixed the missing market state in the positions tab - Fixed the chart of positions with differing currency from user ## 1.31.1 - 01.08.2021 ### Fixed - Fixed an issue with the currency conversion in the portfolio calculations ## 1.31.0 - 01.08.2021 ### Added - Added more data points to the chart ### Changed - Rewritten the core engine for the portfolio calculations - Switched to [Time-Weighted Rate of Return](https://www.investopedia.com/terms/t/time-weightedror.asp) (TWR) for the performance calculation - Improved the performance of the portfolio calculations ## 1.30.0 - 31.07.2021 ### Added - Added the date range component to the positions tab - Added a blog ## 1.29.0 - 26.07.2021 ### Changed - Introduced tabs on the home page - Changed the menu icon if the menu is open on mobile ## 1.28.0 - 24.07.2021 ### Added - Extended the data management by symbol profile data - Added a currency attribute to the symbol profile model - Added a positions button on the home page which scrolls into the view ### Changed - Improved the style of the active page in the navigation on desktop - Removed the footer for users - Extended the _Zen Mode_ by positions - Improved the _Create Account_ message in the _Live Demo_ ## 1.27.0 - 18.07.2021 ### Changed - Improved the onboarding - Flow of creating a new account - Info message to add the first transaction ### Fixed - Fixed the chart on the landing page - Fixed the url to the _Fear & Greed Index_ on the resources page ## 1.26.0 - 17.07.2021 ### Added - Added the import functionality for transactions - Added the `robots.txt` file ### Changed - Improved the styling of the current pricing plan - Improved the styling of the transaction type badge - Set the public _Stripe_ key dynamically - Upgraded `angular-material-css-vars` from version `2.0.0` to `2.1.0` ### Fixed - Fixed the warn color (button) of the theme ## 1.25.0 - 11.07.2021 ### Added - Added the export functionality for transactions ### Changed - Respected the cash balance on the analysis page - Improved the settings selectors on the account page - Harmonized the slogan to "Open Source Wealth Management Software" ### Fixed - Fixed rendering of currency and platform in dialogs (account and transaction) - Fixed an issue in the calculation of the average buy prices in the position detail chart ## 1.24.0 - 07.07.2021 ### Added - Added the total value in the create or edit transaction dialog - Added a balance attribute to the account model - Calculated the total balance (cash) ### Changed - Upgraded `@angular/cdk` and `@angular/material` from version `11.0.4` to `12.0.6` - Upgraded `@nestjs` dependencies - Upgraded `angular-material-css-vars` from version `1.2.0` to `2.0.0` - Upgraded `Nx` from version `12.3.6` to `12.5.4` ## 1.23.1 - 03.07.2021 ### Fixed - Fixed the investment chart (drafts) ## 1.23.0 - 03.07.2021 ### Added - Added support for future transactions (drafts) ## 1.22.0 - 25.06.2021 ### Added - Set the user id in the _Stripe_ callback ## 1.21.0 - 22.06.2021 ### Changed - Changed _Stripe_ mode from `subscription` to `payment` ### Fixed - Fixed the base currency on the pricing page ## 1.20.0 - 21.06.2021 ### Added - Set up _Stripe_ for subscriptions ### Changed - Improved the style of the _Ghostfolio in Numbers_ section ## 1.19.0 - 17.06.2021 ### Added - Added a _Ghostfolio in Numbers_ section to the about page ## 1.18.0 - 16.06.2021 ### Changed - Improved the pie chart: Investments by sector - Improved the onboarding for TWA by redirecting to the account registration page ## 1.17.0 - 15.06.2021 ### Changed - Improved the error page of the sign in with fingerprint - Disable the sign in with fingerprint selector for the demo user - Upgraded `angular` from version `11.2.4` to `12.0.4` - Upgraded `angular-material-css-vars` from version `1.1.2` to `1.2.0` - Upgraded `chart.js` from version `3.2.1` to `3.3.2` - Upgraded `date-fns` from version `2.19.0` to `2.22.1` - Upgraded `eslint` and `prettier` dependencies - Upgraded `ngx-device-detector` from version `2.0.6` to `2.1.1` - Upgraded `ngx-markdown` from version `11.1.2` to `12.0.1` ## 1.16.0 - 14.06.2021 ### Changed - Improved the sign in with fingerprint ## 1.15.0 - 14.06.2021 ### Added - Added a counter column to the transactions table - Added a label to indicate the default account in the accounts table - Added an option to limit the items in pie charts - Added sign in with fingerprint ### Changed - Cleaned up the analysis page with an unused chart module - Improved the cell alignment in the users table of the admin control panel ### Fixed - Fixed the last activity column of users in the admin control panel ## 1.14.0 - 09.06.2021 ### Added - Added a connect or create symbol profile model logic on creating a new transaction ### Changed - Improved the global heat map to visualize investments by country ## 1.13.0 - 08.06.2021 ### Added - Added a global heat map to visualize investments by country ## 1.12.0 - 06.06.2021 ### Added - Added a symbol profile model with additional data - Added new pie charts: Investments by continent and country ## 1.11.0 - 05.06.2021 ### Added - Added a dedicated page for the account registration - Rendered the average buy prices in the position detail chart (useful for recurring transactions) - Introduced the initial prisma migration ### Changed - Changed the buttons to links (`<a>`) on the tools page - Upgraded `prisma` from version `2.20.1` to `2.24.1` ## 1.10.1 - 02.06.2021 ### Fixed - Fixed an optional type in the user interface ## 1.10.0 - 02.06.2021 ### Changed - Moved the tools to a sub path (`/tools`) - Extended the pricing page and aligned with the subscription model ## 1.9.0 - 01.06.2021 ### Added - Added the year labels to the investment chart on the x-axis ### Changed - Respected the data source attribute of the transactions model in the data management for historical data - Prettified the generic scraper symbols in the transaction filtering component - Changed to the strict mode of distance formatting between two given dates ### Fixed - Fixed the sorting in various tables - Made the order of the rules in the _X-ray_ section consistent ## 1.8.0 - 24.05.2021 ### Added - Added a section for _Analysis_, _X-ray_ and upcoming tools ### Changed - Introduced a user service implemented as an observable store (single source of truth for state) ### Fixed - Fixed the performance chart by considering the investment - Fixed missing header of public pages (_About_, _Pricing_, _Resources_) ## 1.7.0 - 22.05.2021 ### Changed - Hid footer on mobile (except on landing page) ### Fixed - Fixed the internal navigation of the _Zen Mode_ in combination with a query parameter ## 1.6.0 - 22.05.2021 ### Added - Added an index in the users table of the admin control panel ### Changed - Improved the alignment in the users table of the admin control panel ## 1.5.0 - 22.05.2021 ### Added - Added _Zen Mode_: the distraction-free view ## 1.4.0 - 20.05.2021 ### Added - Added filtering by year in the transaction filtering component ### Changed - Renamed _Ghostfolio Account_ to _My Ghostfolio_ - Hid unknown exchange in the position overview - Disable the base currency selector for the demo user - Refactored the portfolio unit tests to work without database - Refactored the search functionality of the data management (aligned with data source) - Renamed shared helper to `@ghostfolio/common/helper` - Moved shared interfaces to `@ghostfolio/common/interfaces` - Moved shared types to `@ghostfolio/common/types` ## 1.3.0 - 15.05.2021 ### Changed - Refactored the active menu item state by parsing the current url - Used a desaturated background color for unknown types in pie charts - Renamed the columns _Initial Share_ and _Current Share_ to _Initial Allocation_ and _Current Allocation_ in the positions table ### Fixed - Fixed the link to the pricing page ## 1.2.1 - 14.05.2021 ### Changed - Updated the sitemap ## 1.2.0 - 14.05.2021 ### Changed - Harmonized the style of various tables - Keep the color per type when switching between _Initial_ and _Current_ in pie charts - Upgraded `chart.js` from version `3.0.2` to `3.2.1` - Moved the pricing section to a dedicated page - Improved the style of the transaction filtering component ### Fixed - Fixed the tooltips when switching between _Initial_ and _Current_ in pie charts ## 1.1.0 - 11.05.2021 ### Added - Added a button to fetch the current market price in the create or edit transaction dialog ### Changed - Improved the transaction filtering with multi filter support ### Fixed - Fixed the filtering by account name in the transactions table - Fixed the active menu item state when a modal has opened ## 1.0.0 - 05.05.2021 ### Added - Added the functionality to clone a transaction - Added a _Google Play_ badge on the landing page ### Changed - Changed to maskable icons ## 0.99.0 - 03.05.2021 ### Added - Added support for deleting users in the admin control panel ### Changed - Eliminated the platform attribute from the transaction model ## 0.98.0 - 02.05.2021 ### Added - Added the logic to create and update accounts ## 0.97.0 - 01.05.2021 ### Added - Added an account page as a preparation for the multi accounts support ## 0.96.0 - 30.04.2021 ### Added - Added the absolute change to the position detail dialog - Added the number of transactions to the position detail dialog ### Changed - Harmonized the slogan to "Open Source Portfolio Tracker" ## 0.95.0 - 28.04.2021 ### Added - Added a data source attribute to the transactions model ## 0.94.0 - 27.04.2021 ### Added - Added the generic scraper symbols to the symbol lookup results ## 0.93.0 - 26.04.2021 ### Changed - Improved the users table styling of the admin control panel - Improved the background colors in the dark mode ## 0.92.0 - 25.04.2021 ### Added - Prepared further for multi accounts support: store account for new transactions - Added a horizontal scrollbar to the users table of the admin control panel ### Fixed - Fixed an issue in the header with outdated data - Fixed an issue on the about page with outdated data ## 0.91.0 - 25.04.2021 ### Added - Extended the support for feature flags to simplify the initial project setup - Prepared for multi accounts support ### Changed - Improved the styling of the rules in the _X-ray_ section ## 0.90.0 - 22.04.2021 ### Added - Added the symbol logo to the position detail dialog - Introduced a third option for the market state: `delayed` (besides `open` and `closed`) ### Changed - Improved the users table of the admin control panel ## 0.89.0 - 21.04.2021 ### Added - Added a prettifier (pipe) for generic scraper symbols ### Fixed - Fixed the text truncation in buttons of the admin control panel ## 0.88.0 - 20.04.2021 ### Changed - Reverted the restoring of the scroll position when opening a new page ### Fixed - Fixed the frozen screen if the token has expired - Fixed some issues in the generic scraper ## 0.87.0 - 19.04.2021 ### Added - Added a generic scraper ### Fixed - Fixed an issue in the users table of the admin control panel with missing data ## 0.86.1 - 18.04.2021 ### Added - Added the license to the about page - Added a validation for environment variables - Added support for feature flags to simplify the initial project setup ### Changed - Changed the about page for the new license - Optimized the data management for historical data - Optimized the exchange rate service - Improved the users table of the admin control panel ### Fixed - Restored the scroll position when opening a new page ## 0.85.0 - 16.04.2021 ### Changed - Refactored many frontend components - Changed the routing to `routerLink` for an improved navigation experience - Simplified the initial project setup ## 0.84.0 - 11.04.2021 ### Fixed - Fixed static portfolio analysis rules (_Currency Cluster Risk_) if no positions in base currency - Initial Investment: Base Currency - Current Investment: Base Currency ## 0.83.0 - 11.04.2021 ### Added - Added a new static portfolio analysis rule: Fees in relation to the initial investment ### Changed - Reset the cache on the server start ### Fixed - Fixed an issue in the portfolio update on deleting a transaction - Fixed an issue in the _X-ray_ section (missing redirection on logout) ## 0.82.0 - 10.04.2021 ### Added - Added a gradient to the line charts - Added a selector to set the base currency on the account page ## 0.81.0 - 06.04.2021 ### Added - Added support for assets in `GBP` - Added an error handling with messages in the client ### Changed - Changed the _Ghostfolio_ SaaS (cloud) from a `nano` to a `micro` instance for a better performance ## 0.80.0 - 05.04.2021 ### Changed - Improved the spacing in the header - Upgraded `chart.js` from version `2.9.4` to `3.0.2` ## 0.79.0 - 04.04.2021 ### Changed - Refactored the data management services - Upgraded `bootstrap` from version `4.5.3` to `4.6.0` - Upgraded `date-fns` from version `2.16.1` to `2.19.0` - Upgraded `ionicons` from version `5.4.0` to `5.5.1` - Upgraded `lodash` from version `4.17.20` to `4.17.21` - Upgraded `ngx-markdown` from version `11.1.0` to `11.1.2` - Upgraded `ngx-skeleton-loader` from version `2.6.2` to `2.9.1` - Upgraded `prisma` from version `2.18.0` to `2.20.1` ## 0.78.0 - 04.04.2021 ### Added - Added a spinner to the create or edit transaction dialog - Added support for the back button in - portfolio performance chart dialog - position detail dialog - create transaction dialog - edit transaction dialog ### Changed - Improved the single platform rule by adding the number of platforms ## 0.77.1 - 03.04.2021 ### Changed - Minor improvements ## 0.77.0 - 03.04.2021 ### Added - Added support for base currency in user settings - Added an investment risk disclaimer to the footer - Added two more static portfolio analysis rules: - _Currency Cluster Risk_ (current investment) - _Platform Cluster Risk_ (current investment) ### Changed - Grouped the _X-ray_ section visually in _Currency Cluster Risk_ and _Platform Cluster Risk_ ## 0.76.0 - 02.04.2021 ### Added - Added two more static portfolio analysis rules: - _Currency Cluster Risk_ (base currency) - _Platform Cluster Risk_ (single platform) ### Fixed - Fixed an issue in the _X-ray_ section (empty portfolio) ## 0.75.0 - 01.04.2021 ### Fixed - Fixed an issue in the exchange rate service occurring on the first day of the month ## 0.74.0 - 01.04.2021 ### Added - Added a _Create Account_ message in the _Live Demo_ - Added skeleton loaders to the _X-ray_ section ### Changed - Improved the alignment of the _Why Ghostfolio?_ section - Improved the styling of the _Fear & Greed Index_ (market mood) ## 0.73.0 - 31.03.2021 ### Added - Added the _Fear & Greed Index_ (market mood) to the portfolio performance chart dialog - Added a link to the info box on the analysis page ### Changed - Improved the intro text in the _X-ray_ section ### Fixed - Fixed the flickering of the _Sign in_ button in the header ## 0.72.1 - 30.03.2021 ### Fixed - Fixed an issue with updating or resetting the platform of a transaction ## 0.72.0 - 30.03.2021 ### Added - Added an intro text to the _X-ray_ section ### Changed - Improved the editing of transactions - Harmonized the page titles ### Fixed - Fixed an issue with wrong transaction dates ## 0.71.0 - 28.03.2021 ### Added - Added the second static portfolio analysis rule: _Platform Cluster Risk_ ### Changed - Improved the styling in the _X-ray_ section ## 0.70.0 - 27.03.2021 ### Added - Added the current _Fear & Greed Index_ as text - Extended the landing page text: _Ghostfolio_ empowers busy folks... - Added the first static portfolio analysis rule in the brand new _X-ray_ section ### Changed - Improved the spacing in the footer ## 0.69.0 - 27.03.2021 ### Added - Added the current _Fear & Greed Index_ to the resources page ## 0.68.0 - 26.03.2021 ### Changed - Improved the performance of the position detail dialog ### Fixed - Fixed a scroll issue in dialogs ## 0.67.0 - 26.03.2021 ### Added - Added an experimental API to get historical data for benchmarks ## 0.66.0 - 25.03.2021 ### Added - Added a chevron to the position - Added an experimental API to get benchmark data ## 0.65.0 - 24.03.2021 ### Added - Added a legend to the portfolio performance chart - Added a placeholder to the filter of the transactions table ### Changed - Changed the regular data management check to a smarter approach ## 0.64.0 - 23.03.2021 ### Added - Added an index to the market data database table ### Changed - Optimized the other dialogs for mobile (full screen and close button) ## 0.63.0 - 22.03.2021 ### Changed - Improved the transactions table - Optimized the position detail dialog for mobile (full screen and close button) ## 0.62.0 - 21.03.2021 ### Fixed - Fixed an issue while loading data concurrently via the date range component ## 0.61.0 - 21.03.2021 ### Fixed - Fixed an issue in the performance calculation if there are only transactions from today ## 0.60.0 - 20.03.2021 ### Added - Added a button to create the first transaction on the analysis page ### Fixed - Fixed an issue on the analysis page if there are only transactions from today ## 0.59.0 - 20.03.2021 ### Added - Extended the landing page text: Why _Ghostfolio_? - Extended the glossary of the resources page ## 0.58.0 - 20.03.2021 ### Added - Added meta data for _Open Graph_ and _Twitter Cards_ - Added meta data: `description` and `keywords` ### Changed - Improved the icon ### Fixed - Fixed the `sitemap.xml` file ## 0.57.0 - 19.03.2021 ### Added - Added the `sitemap.xml` file - Added a resources page - Added a chart to the landing page ### Changed - Improved the performance chart - Improved the average buy price in the position detail chart - Improved the style of the active page in the navigation on mobile ## 0.56.0 - 18.03.2021 ### Added - Added the quantity and investment in the position detail dialog ### Changed - Improved the performance chart - Improved the performance calculation - Improved the average buy price in the position detail chart ## 0.55.0 - 16.03.2021 ### Changed - Improved the performance calculation ## 0.54.0 - 15.03.2021 ### Added - Added another _Create Account_ button at the end of the landing page ### Fixed - Fixed an issue in the position detail chart if the position has been bought today (no historical data) - Fixed an issue in the transaction service with unordered items ## 0.53.0 - 14.03.2021 ### Added - Set up database backup ### Changed - Improved `site.webmanifest` ## 0.52.0 - 14.03.2021 ### Changed - Added the membership status to the account page ### Fixed - Fixed an issue in the chart (empty portfolio) ## 0.51.0 - 14.03.2021 ### Changed - Changed the default number of rows from 10 to 7 in the positions table ## 0.50.1 - 13.03.2021 ### Fixed - Fixed the button to expand rows in the positions table ## 0.50.0 - 13.03.2021 ### Added - Added filters to switch between _Original Shares_ vs. _Current Shares_ in pie charts - Added a button to expand rows in the positions table ### Changed - Ordered platforms by name in edit transaction dialog - Modularized the date range component ### Fixed - Fixed the error handling for the data management (errors in nested data) ## 0.49.0 - 13.03.2021 ### Added - Added additional portfolio filters for `1Y` and `5Y` - Added an error handling for the data management ### Changed - Improved the pricing section ## 0.48.1 - 11.03.2021 ### Fixed - Fixed the about page for unauthorized users ## 0.48.0 - 11.03.2021 ### Added - Added a pricing section ### Changed - Improved the positions and transactions table - Harmonized alignment - Enabled position detail dialog ## 0.47.0 - 10.03.2021 ### Added - Added a positions table with information about _Original Shares_ vs. _Current Shares_ - Added data management to control panel ## 0.46.0 - 09.03.2021 ### Added - Added permission based access-control - Added an admin control panel ## 0.45.0 - 08.03.2021 ### Changed - Changed the data management of benchmarks with extended persistency - Changed the data management of currencies with extended persistency ## 0.44.0 - 07.03.2021 ### Changed - Changed the data management with extended persistency - Upgraded `prisma` from version `2.16.1` to `2.18.0` - Upgraded `angular` from version `11.0.9` to `11.2.4` ## 0.43.0 - 04.03.2021 ### Fixed - Fixed missing columns (_Quantity_, _Unit Price_ and _Fee_) in transactions table - Fixed displaying edit transaction dialog in impersonation mode - Fixed `/.well-known/assetlinks.json` for TWA ## 0.42.0 - 03.03.2021 ### Changed - Improved the skeleton loader (minor) ### Fixed - Fixed the portfolio unit tests ## 0.41.0 - 02.03.2021 ### Added - Added the possibility to create or edit a transaction with a platform ### Changed - Increased the token expiration duration ### Fixed - Only show relevant data in the position detail dialog - Improved the performance chart styling in Safari ## 0.40.0 - 01.03.2021 ### Fixed - Fixed the calculation issues occurring on the first day of each month - Harmonized the percent value formatting ## 0.39.0 - 28.02.2021 ### Changed - Improved the buy price in the position detail dialog ### Fixed - Fixed the (hidden) header issue ## 0.38.0 - 26.02.2021 ### Added - Added `/.well-known/assetlinks.json` for TWA ## 0.37.0 - 25.02.2021 ### Added - Added a benchmark (_S&P 500_) to the portfolio performance chart ## 0.36.1 - 24.02.2021 ### Changed - Minor improvements in the transactions table ## 0.36.0 - 24.02.2021 ### Added - Added the possibility to edit a transaction ## 0.35.0 - 23.02.2021 ### Changed - Added transparent background to header - Harmonized currency value formatting ### Fixed - Fixed header issue with (not) signed in ## 0.34.0 - 21.02.2021 ### Changed - Improved skeleton loader of position - Simplified sign in / sign up flow ## 0.33.0 - 21.02.2021 ### Added - Added favicon and `site.webmanifest` ### Changed - Set font style of numbers to tabular - Rename _Orders_ to _Transactions_ ### Security - Additionally hash the _Security Token_ (no more stored in plain text) ## 0.32.0 - 20.02.2021 ### Added - Added a landing page text: How does _Ghostfolio_ work? - Added the _Independent & Bootstrapped_ badge to the about page ## 0.31.0 - 20.02.2021 ### Added - Added a changelog to the about page - Added a twitter account to the about page - Added the version to the about page ## 0.30.0 - 19.02.2021 ### Added - Added an about page ## 0.29.0 - 19.02.2021 ### Added - Added a landing page text: Why _Ghostfolio_? ## 0.28.2 - 17.02.2021 ### Added - Added caching for the portfolio (Redis)