# 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 ### Added - Added the contexts to the logger commands ## 1.124.0 - 06.03.2022 ### Added - Added support for setting a duration in the coupon system ### Changed - Upgraded `ngx-skeleton-loader` from version `2.9.1` to `5.0.0` - Upgraded `prisma` from version `3.9.1` to `3.10.0` - Upgraded `yahoo-finance2` from version `2.1.9` to `2.2.0` ## 1.123.0 - 05.03.2022 ### Added - Included data provider errors in the API response ### Changed - Removed the redundant attributes (`currency`, `dataSource`, `symbol`) of the activity model - Removed the prefix for symbols with the data source `GHOSTFOLIO` ### Fixed - Improved the account calculations ### Todo - Apply data migration (`yarn database:migrate`) ## 1.122.0 - 01.03.2022 ### Added - Added support for click in the portfolio proportion chart component ### Fixed - Fixed an issue with undefined currencies after creating an activity ## 1.121.0 - 27.02.2022 ### Added - Added support for mutual funds - Added the url to the symbol profile model ### Changed - Migrated from `yahoo-finance` to `yahoo-finance2` ### Todo - Apply data migration (`yarn database:migrate`) ## 1.120.0 - 25.02.2022 ### Changed - Distinguished the labels _Other_ and _Unknown_ in the portfolio proportion chart component - Improved the portfolio entry page ### Fixed - Fixed the _Zen Mode_ ## 1.119.0 - 21.02.2022 ### Added - Added a trial for the subscription ## 1.118.0 - 20.02.2022 ### Changed - Improved the calculation of the overall performance percentage in the new calculation engine - Displayed features in features overview page based on permissions - Extended the data points of historical data in the admin control panel ## 1.117.0 - 19.02.2022 ### Changed - Moved the countries and sectors charts in the position detail dialog - Distinguished today's data point of historical data in the admin control panel - Restructured the server modules ### Fixed - Fixed the allocations by account for non-unique account names - Added a fallback to the default account if the `accountId` is invalid in the import functionality for activities ## 1.116.0 - 16.02.2022 ### Added - Added a service to tweet the current _Fear & Greed Index_ (market mood) ### Changed - Improved the mobile layout of the position detail dialog (countries and sectors charts) ### Fixed - Fixed the `maxItems` attribute of the portfolio proportion chart component - Fixed the time in market display of the portfolio summary tab on the home page ## 1.115.0 - 13.02.2022 ### Added - Added a feature overview page - Added the asset and asset sub class to the position detail dialog - Added the countries and sectors to the position detail dialog ### Changed - Upgraded `angular` from version `13.1.2` to `13.2.3` - Upgraded `Nx` from version `13.4.1` to `13.8.1` - Upgraded `storybook` from version `6.4.9` to `6.4.18` ## 1.114.1 - 10.02.2022 ### Fixed - Fixed the creation of (wealth) items ## 1.114.0 - 10.02.2022 ### Added - Added support for (wealth) items ### Todo - Apply data migration (`yarn database:migrate`) ## 1.113.0 - 09.02.2022 ### Changed - Improved the position of the currency column in the accounts table - Improved the position of the currency column in the activities table ### Fixed - Fixed an issue with the performance calculation in connection with fees in the new calculation engine ## 1.112.1 - 06.02.2022 ### Fixed - Fixed the creation of the user account (missing access token) ## 1.112.0 - 06.02.2022 ### Added - Added the export functionality to the position detail dialog ### Changed - Improved the export functionality for activities (respect filtering) - Removed the _Admin_ user from the database seeding - Assigned the role `ADMIN` on sign up (only if there is no admin yet) - Upgraded `prisma` from version `3.8.1` to `3.9.1` ### Fixed - Fixed an issue with the performance calculation in connection with a sell activity in the new calculation engine - Fixed the horizontal overflow in the accounts table - Fixed the horizontal overflow in the activities table - Fixed the total value of the activities table in the position detail dialog (absolute value) ### Todo - Apply data migration (`yarn database:migrate`) ## 1.111.0 - 03.02.2022 ### Added - Added support for deleting symbol profile data in the admin control panel ### Changed - Used `dataSource` and `symbol` from `SymbolProfile` instead of the `order` object (in `ExportService` and `PortfolioService`) ### Fixed - Fixed the symbol selection of the 7d data gathering ## 1.110.0 - 02.02.2022 ### Fixed - Fixed the data source of the _Fear & Greed Index_ (market mood) ### Todo - Apply data migration (`yarn database:migrate`) ## 1.109.0 - 01.02.2022 ### Added - Added support for the (optional) `accountId` in the import functionality for activities - Added support for the (optional) `dataSource` in the import functionality for activities - Added support for the data source transformation - Added support for the cryptocurrency _Mina Protocol_ (`MINA-USD`) ### Changed - Improved the usability of the form in the create or edit transaction dialog - Improved the consistent use of `symbol` in combination with `dataSource` - Removed the primary data source from the client ### Removed - Removed the unused endpoint `GET api/order/:id` ## 1.108.0 - 27.01.2022 ### Changed - Improved the annualized performance in the new calculation engine - Increased the historical data chart of the _Fear & Greed Index_ (market mood) to 90 days ## 1.107.0 - 24.01.2022 ### Added - Added a new calculation engine (experimental) ### Fixed - Fixed the styling in the footer row of the activities table ## 1.106.0 - 23.01.2022 ### Added - Added the footer row with total fees and total value to the activities table ### Changed - Extended the historical data view in the admin control panel - Upgraded _Stripe_ dependencies - Upgraded `prisma` from version `3.7.0` to `3.8.1` ### Fixed - Improved the redirection on logout ## 1.105.0 - 20.01.2022 ### Added - Added support for fetching multiple symbols in the `GOOGLE_SHEETS` data provider ### Changed - Improved the data provider with grouping by data source and thereby reducing the number of requests ### Fixed - Fixed the unresolved account names in the _X-ray_ section - Fixed the date conversion in the `GOOGLE_SHEETS` data provider ## 1.104.0 - 16.01.2022 ### Fixed - Fixed the fallback to load currencies directly from the data provider - Fixed the missing symbol profile data connection in the import functionality for activities ## 1.103.0 - 13.01.2022 ### Changed - Added links to the statistics section on the about page ### Fixed - Fixed the currency of the value in the position detail dialog ## 1.102.0 - 11.01.2022 ### Changed - Start eliminating `dataSource` from activity ### Fixed - Fixed the support for multiple accounts with the same name - Fixed the preselected default account of the create activity dialog ## 1.101.0 - 08.01.2022 ### Added - Added `GOOGLE_SHEETS` as a new data source type ### Changed - Excluded the url pattern of shared portfolios in the `robots.txt` file ### Todo - Apply data migration (`yarn database:migrate`) ## 1.100.0 - 05.01.2022 ### Added - Added the _Top 3_ and _Bottom 3_ performers to the analysis page - Added a blog post ### Fixed - Fixed the routing of the create activity dialog - Fixed the link color in the blog posts ## 1.99.0 - 01.01.2022 ### Added - Exposed the profile data gathering by symbol as an endpoint ### Changed - Improved the portfolio analysis page: show the y-axis and extend the chart in relation to the days in market - Restructured the about page - Start refactoring _transactions_ to _activities_ - Refactored the demo user id - Upgraded `angular` from version `13.0.2` to `13.1.1` - Upgraded `chart.js` from version `3.5.0` to `3.7.0` - Upgraded `Nx` from version `13.3.0` to `13.4.1` ### Fixed - Hid the data provider warning while loading - Fixed an exception with the market state caused by a failed data provider request - Fixed an exception in the portfolio position endpoint - Fixed the reload of the position detail dialog (with query parameters) - Fixed the missing mapping for Russia in the data enhancer for symbol profile data via _Trackinsight_ ## 1.98.0 - 29.12.2021 ### Added - Added the date range component to the holdings tab ### Changed - Extended the statistics section on the about page (users in Slack community) ### Fixed - Fixed the creation of historical data in the admin control panel (upsert instead of update) - Fixed the scrolling issue in the position detail dialog on mobile ## 1.97.0 - 28.12.2021 ### Added - Added the transactions to the position detail dialog - Added support for dividend ### Todo - Apply data migration (`yarn database:migrate`) ## 1.96.0 - 27.12.2021 ### Changed - Made the data provider warning more discreet - Upgraded `http-status-codes` from version `2.1.4` to `2.2.0` - Upgraded `ngx-device-detector` from version `2.1.1` to `3.0.0` - Upgraded `ngx-markdown` from version `12.0.1` to `13.0.0` - Upgraded `ngx-stripe` from version `12.0.2` to `13.0.0` - Upgraded `prisma` from version `3.6.0` to `3.7.0` ### Fixed - Fixed the file type detection in the import functionality for transactions ## 1.95.0 - 26.12.2021 ### Added - Added a warning to the log if the data gathering fails ### Fixed - Filtered potential `null` currencies - Improved the 7d data gathering optimization for currencies ## 1.94.0 - 25.12.2021 ### Added - Added support for cryptocurrencies _Cosmos_ (`ATOM-USD`) and _Polkadot_ (`DOT-USD`) ### Changed - Increased the historical data chart of the _Fear & Greed Index_ (market mood) to 30 days - Made the import functionality for transactions by `csv` files more flexible - Optimized the 7d data gathering (only consider symbols with incomplete market data) - Upgraded `prettier` from version `2.3.2` to `2.5.1` ## 1.93.0 - 21.12.2021 ### Added - Added support for the cryptocurrency _Solana_ (`SOL-USD`) - Extended the documentation for self-hosting with the [official Ghostfolio Docker image](https://hub.docker.com/r/ghostfolio/ghostfolio) ### Fixed - Converted errors to warnings in portfolio calculator ## 1.92.0 - 19.12.2021 ### Added - Added a line chart to the historical data view in the admin control panel - Supported the update of historical data in the admin control panel ### Fixed - Improved the redirection on logout - Fixed the permission for the system status page ## 1.91.0 - 18.12.2021 ### Changed - Removed the redundant all time high and all time low from the performance endpoint ### Fixed - Fixed the symbol conversion from _Yahoo Finance_ including a hyphen - Fixed hidden values (`0`) in the statistics section on the about page ### Todo - Apply data migration (`yarn database:migrate`) ## 1.90.0 - 14.12.2021 ### Added - Extended the validation in the import functionality for transactions by checking the currency of the data provider service - Added support for cryptocurrency _Uniswap_ - Set up pipeline for docker build ### Changed - Removed the default transactions import limit - Improved the landing page in dark mode ### Fixed - Fixed `/bin/sh: prisma: not found` in docker build - Added `apk` in `Dockerfile` (`python3 g++ make openssl`) ## 1.89.0 - 11.12.2021 ### Added - Extended the data gathering by symbol endpoint with an optional date ### Changed - Upgraded `Nx` from version `13.2.2` to `13.3.0` - Upgraded `storybook` from version `6.4.0-rc.3` to `6.4.9` ## 1.88.0 - 09.12.2021 ### Added - Added a coupon system ## 1.87.0 - 07.12.2021 ### Added - Supported the management of additional currencies in the admin control panel - Introduced the system message - Introduced the read only mode ### Changed - Increased the historical data chart of the _Fear & Greed Index_ (market mood) to 10 days - Upgraded `prisma` from version `2.30.2` to `3.6.0` ## 1.86.0 - 04.12.2021 ### Added - Added the historical data chart of the _Fear & Greed Index_ (market mood) ### Changed - Improved the historical data view in the admin control panel (hide invalid and future dates) - Enabled the import functionality for transactions by default - Converted the symbols to uppercase to avoid case-sensitive duplicates in the symbol profile model ### Fixed - Improved the allocations by currency in combination with cash balances ## 1.85.0 - 01.12.2021 ### Fixed - Fixed the data gathering of the _Fear & Greed Index_ (market mood) ## 1.84.0 - 30.11.2021 ### Added - Exposed the data gathering by symbol as an endpoint ## 1.83.0 - 29.11.2021 ### Changed - Removed the experimental API ### Fixed - Eliminated the redundant storage of historical exchange rates ## 1.82.0 - 28.11.2021 ### Added - Added tabs with routing to the admin control panel - Added a new tab to manage historical data to the admin control panel ### Changed - Introduced tabs with routing to the home page ## 1.81.0 - 27.11.2021 ### Added - Added the value to the position detail dialog ### Changed - Upgraded `angular` from version `12.2.4` to `13.0.2` - Upgraded `angular-material-css-vars` from version `2.1.2` to `3.0.0` - Upgraded `nestjs` from version `7.6.18` to `8.2.3` - Upgraded `Nx` from version `12.8.0` to `13.2.2` - Upgraded `rxjs` from version `6.6.7` to `7.4.0` - Upgraded `storybook` from version `6.3.8` to `6.4.0-rc.3` ### Fixed - Fixed the broken line charts showing value labels if openend from the allocations page - Fixed the click event for drafts in the transactions table ## 1.80.0 - 23.11.2021 ### Added - Accentuated the all time high and the all time low ## 1.79.0 - 21.11.2021 ### Added - Added the value column to the positions table - Added support for cryptocurrency _Algorand_ ### Changed - Locked the symbol input in the edit transaction dialog - Filtered the account selector by account type (`SECURITIES`) in the create or edit transaction dialog ### Fixed - Fixed the search functionality for cryptocurrency symbols (do not show unsupported symbols) ## 1.78.0 - 20.11.2021 ### Added - Added a testimonial section to the landing page ### Fixed - Fixed the footer row border of the accounts table in dark mode ## 1.77.0 - 16.11.2021 ### Changed - Hid the _Get Started_ button on the registration page ### Fixed - Fixed the footer row of the accounts table on mobile - Fixed the transactions count calculation in the accounts table (exclude drafts) ## 1.76.0 - 14.11.2021 ### Added - Added the footer row with buying power and net worth to the accounts table ## 1.75.0 - 13.11.2021 ### Added - Added a logo to the log on the server start - Added the data gathering progress to the log and the admin control panel - Added the value column to the accounts table ## 1.74.0 - 11.11.2021 ### Changed - Adapted the decimal places for cryptocurrencies in the position detail dialog - Moved the _Fear & Greed Index_ (market mood) to a new tab on the home page ## 1.73.0 - 10.11.2021 ### Changed - Improved the info messages to add the first transaction ### Fixed - Fixed the skeleton loader of the portfolio holdings ## 1.72.0 - 08.11.2021 ### Changed - Cached the statistics section on the about page ## 1.71.0 - 07.11.2021 ### Changed - Changed the logger from `console.log()` to `Logger.log()` ### Fixed - Fixed an exception in the scraper configuration ## 1.70.0 - 07.11.2021 ### Changed - Improved the validation of `json` files in the import functionality for transactions - Moved the scraper configuration to the symbol profile model ### Todo - Apply data migration (`yarn database:migrate`) ## 1.69.0 - 07.11.2021 ### Added - Added the symbol mapping attribute to the symbol profile model ### Changed - Improved the registration page ### Todo - Apply data migration (`yarn database:migrate`) ## 1.68.0 - 01.11.2021 ### Changed - Prettified the generic scraper symbols in the portfolio proportion chart component - Extended the statistics section on the about page by the active users count (7d) - Extended the statistics section on the about page by the new users count ## 1.67.0 - 31.10.2021 ### Added - Added more details to the public page (currencies, sectors, continents and regions) - Added a `Dockerfile` and documentation to build a _Docker_ image ## 1.66.0 - 30.10.2021 ### Changed - Improved the landing page - Ordered the granted accesses by type ## 1.65.0 - 25.10.2021 ### Added - Added the user interface for granting and revoking public access to share the portfolio ### Changed - Moved the data enhancer calls from the data provider (`get()`) to the data gathering service to reduce traffic to 3rd party data providers - Changed the profile data gathering from every 12 hours to once every weekend ## 1.64.0 - 21.10.2021 ### Added - Added support for more cryptocurrency symbols like _Avalanche_, _Polygon_, _Shiba Inu_ etc. ### Changed - Changed the data provider service to handle a dynamic list of services ## 1.63.0 - 19.10.2021 ### Added - Added a public page to share the portfolio ### Changed - Improved the skeleton loader size of the portfolio proportion chart component ### Todo - Apply data migration (`yarn database:migrate`) ## 1.62.0 - 17.10.2021 ### Added - Extended the validation message of the import functionality for transactions ## 1.61.0 - 15.10.2021 ### Added - Extended the import functionality for transactions by `csv` files - Introduced the primary data source ### Changed - Restricted the file selector of the import functionality for transactions to `csv` and `json` ## 1.60.0 - 13.10.2021 ### Added - Extended the validation of the import functionality for transactions - Valid data types - Maximum number of orders - No duplicate orders - Data provider service returns data for the `dataSource` / `symbol` pair ### Changed - Harmonized the page layouts ### Fixed - Fixed the broken line charts showing value labels ## 1.59.0 - 11.10.2021 ### Added - Added a data enhancer for symbol profile data (countries and sectors) via _Trackinsight_ ### Changed - Changed the values of the global heat map to fixed-point notation ### Fixed - Fixed the links of cryptocurrency assets in the positions table - Fixed various values in the impersonation mode which have not been nullified ## 1.58.1 - 03.10.2021 ### Fixed - Fixed an issue in the symbol conversion for _Yahoo Finance_ (for a cryptocurrency with the same code as a currency) ## 1.58.0 - 02.10.2021 ### Changed - Improved the symbol conversion for _Yahoo Finance_: Support for _Solana USD_ (`SOL1-USD`) - Improved the tooltips of the allocations page - Upgraded `envalid` from version `7.1.0` to `7.2.1` ## 1.57.0 - 29.09.2021 ### Added - Added a protection for endpoints (subscriptions) ### Changed - Reformatted the exchange rates table in the admin control panel ## 1.56.0 - 25.09.2021 ### Added - Added a story for the line chart component - Added a story for the portfolio proportion chart component ### Changed - Changed the navigation to always show the portfolio page - Migrated the data type of currencies from `enum` to `string` in the database - Supported unlimited currencies (instead of `CHF`, `EUR`, `GBP` and `USD`) - Respected the accounts' currencies in the exchange rate service ### Fixed - Hid the actions from the accounts table in the _Presenter View_ - Hid the actions from the transactions table in the _Presenter View_ - Fixed the data gathering of the initial project setup (database seeding) ### Todo - Apply data migration (`yarn database:migrate`) ## 1.55.0 - 20.09.2021 ### Changed - Removed the default value of the data source attribute - Upgraded `@storybook` dependencies ### Fixed - Fixed an issue in the create or edit transaction dialog ### Todo - Apply data migration (`yarn database:migrate`) ## 1.54.0 - 18.09.2021 ### Added - Added the data source attribute to the symbol profile model ### Changed - Respected the data source attribute in the data provider service - Respected the data source attribute in the symbol data endpoint - Improved the search functionality of the data management (multiple data sources) ### Fixed - Hid the net performance in the _Presenter View_ (portfolio holdings and summary tab on the home page) - Hid the sign if the performance is zero in the value component ### Todo - Apply data migration (`yarn database:migrate`) ## 1.53.0 - 13.09.2021 ### Changed - Optimized the annualized performance calculation - Changed the data gathering selection from distinct orders to symbol profiles ## 1.52.0 - 11.09.2021 ### Added - Added the annualized performance to the portfolio summary tab on the home page - Added the Ghostfolio Slack channel to the about page ### Changed - Upgraded `@simplewebauthn/browser` and `@simplewebauthn/server` from version `3.0.0` to `4.1.0` ### Fixed - Fixed the sign in with fingerprint for some android devices ## 1.51.0 - 11.09.2021 ### Changed - Provided the name in the portfolio position endpoint ## 1.50.0 - 11.09.2021 ### Fixed - Fixed the _Fear & Greed Index_ (market mood) - Fixed the overlap of the home button with tabs on iOS (_Add to Home Screen_) ## 1.49.0 - 08.09.2021 ### Added - Added labels to the allocation chart by symbol on desktop ## 1.48.0 - 07.09.2021 ### Added - Added the attribute `precision` in the value component ### Fixed - Hid the performance in the _Presenter View_ ## 1.47.1 - 06.09.2021 ### Fixed - Fixed the search functionality for cryptocurrency symbols ## 1.46.0 - 05.09.2021 ### Added - Extended the statistics section on the about page by the _GitHub_ contributors count - Set up _Storybook_ - Added a story for the logo component - Added a story for the no transactions info component - Added a story for the trend indicator component - Added a story for the value component ### Changed - Switched from gross to net performance - Restructured the portfolio summary tab on the home page (fees and net performance) ## 1.45.0 - 04.09.2021 ### Added - Added a link below the holdings to manage the transactions - Added the allocation chart by symbol ### Changed - Restructured the allocations page - Upgraded `angular` from version `12.0.4` to `12.2.4` - Upgraded `@angular/cdk` and `@angular/material` from version `12.0.6` to `12.2.4` - Upgraded `Nx` from version `12.5.4` to `12.8.0` - Upgraded `prisma` from version `2.24.1` to `2.30.2` ### Fixed - Fixed the value formatting for integers (transactions count) ## 1.44.0 - 30.08.2021 ### Changed - Extended the sub classification of assets by cash - Upgraded `svgmap` from version `2.1.1` to `2.6.0` ### Fixed - Filtered out positions without any quantity in the positions table - Improved the symbol lookup: allow saving with valid symbol in create or edit transaction dialog ## 1.43.0 - 24.08.2021 ### Added - Extended the data management of symbol profile data by countries (automated for stocks) - Added a fallback for initially loading currencies if historical data is not yet available ## 1.42.0 - 22.08.2021 ### Added - Added the subscription type to the users table of the admin control panel - Introduced the sub classification of assets ### Todo - Apply data migration (`yarn database:migrate`) ## 1.41.0 - 21.08.2021 ### Added - Added a link to the system status page ### Changed - Improved the wording for the _Restricted View_: _Presenter View_ - Improved the styling of the tables - Ignored cash assets in the allocation chart by sector, continent and country ### Fixed - Fixed an issue in the allocation chart by account (wrong calculation) - Fixed an issue in the allocation chart by account (missing cash accounts) ## 1.40.0 - 19.08.2021 ### Changed - Improved the fault tolerance of the portfolio details endpoint ### 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:migrate`) ## 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:migrate`) ## 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)