Ghostfolio

Commit Graph

Author	SHA1	Message	Date
Thomas Kaul	0e0592180f	Add current month (#1067 )	4 years ago
Thomas Kaul	60e2aff488	Extend investment timeline by month (#1066 ) * Extend investment timeline grouped by month * Update changelog	4 years ago
Thomas Kaul	30835ced88	Bugfix/fix holdings for basic users (#1064 ) * Fix holdings for basic users * Update changelog	4 years ago
Thomas Kaul	2060fcaf0b	Feature/add markets to public pages (#1062 ) * Add Markets to public pages * Update changelog	4 years ago
Thomas Kaul	c0f19d56ec	Feature/add account detail dialog (#1047 ) * Add account detail dialog * Update changelog	4 years ago
Thomas Kaul	f7bf6e652b	Feature/add icon and name to positions table (#1040 ) * Add icon and name * Update changelog	4 years ago
Thomas Kaul	1ff736537c	Feature/add positions table to public page (#1037 ) * Add positions table * Update changelog	4 years ago
Thomas Kaul	cff8acd7b1	Clean up (#1022 )	4 years ago
Thomas Kaul	aba562cb35	Bugfix/fix error handling for missing market prices (#1023 ) * Add fallback for missing market price * Update changelog	4 years ago
Thomas Kaul	3332ade3d3	Feature/filter public endpoint by equity asset class (#1014 ) * Filter by ASSET_CLASS: EQUITY * Update changelog	4 years ago
Thomas Kaul	557e3a0676	Feature/migrate historical market data gathering to queue design pattern (#991 ) * Migrate historical market data gathering to queue * Filter and delete jobs * Detect duplicate jobs * Update changelog	4 years ago
Thomas Kaul	2abe399ebd	Bugfix/force reload accounts of user after change (#994 ) * Force reload of accounts after change * Update changelog	4 years ago
Thomas Kaul	e63578d8ce	Feature/add guards to local comparison (#986 ) * Add guards * Improve labels	4 years ago
Thomas Kaul	7cf0cdc4ce	Feature/add jobs of queue to admin control panel (#987 ) * Add jobs of queue to admin control panel * Update changelog	4 years ago
Thomas Kaul	697e92f818	Feature/finalize exposing redis password env variable (#975 ) * Add hints * Update changelog	4 years ago
willyp713	b678998801	Feature/add-redis-password (#947 ) * Expose REDIS_PASSWORD	4 years ago
Thomas Kaul	69088b93a6	Feature/add value redaction as interceptor (#960 ) * Add value redaction as interceptor * Update changelog	4 years ago
Thomas Kaul	c3768a882d	Feature/add benchmarks to twitter bot service (#959 ) * Extend benchmarks with market condition and adapt twitter bot service * Update changelog	4 years ago
Thomas Kaul	2c4c16ec99	Feature/extend markets overview by benchmarks (#953 ) * Add benchmarks to markets overview * Update changelog	4 years ago
Thomas Kaul	332203b9e2	Feature/add support to set the base currency via env variable (#948 ) * Set base currency via environment variable * Update changelog	4 years ago
Thomas Kaul	af0863d193	Bugfix/fix currency conversion in accounts (#937 ) * Fix currency conversion in accounts * Update changelog	4 years ago
Thomas Kaul	5cb6e5dec6	Feature/support filtering by asset class on the allocations page (#926 ) * Support filtering by asset class * Update changelog	4 years ago
Thomas Kaul	160335302a	Feature/group filters by type (#922 ) * Add groups to activities filter component * Update changelog	4 years ago
Thomas Kaul	5391b88c42	Feature/add report data glitch button (#920 ) * Add report data glitch button * Update changelog	4 years ago
Thomas Kaul	c1d460cead	Improve filtering (#901 )	4 years ago
Thomas Kaul	dfa67b275c	Feature/improve filtering on allocations page (#900 ) * Include cash positions on allocations page (with no filtering) * Update changelog	4 years ago
Thomas Kaul	ea3a9d3b79	Feature/eliminate circular dependencies in common library (#896 ) * Eliminate circular dependencies * Update changelog	4 years ago
Thomas Kaul	57314d62ee	Feature/improve allocations page with no filter (#887 ) * Improve accounts for no filters * Update changelog	4 years ago
Thomas Kaul	40380346e6	Feature/setup bull queue system (#886 ) * Setup @nestjs/bull and asset profile data gathering job * Update changelog	4 years ago
Thomas Kaul	16dd8f7652	Feature/refactor filters with interface (#883 ) * Refactor filtering with an interface * Filter by accounts * Update changelog	4 years ago
Thomas Kaul	01103f3db4	Feature/add asset and asset sub class to wealth items form (#880 ) * Add asset and asset sub class * Update changelog	4 years ago
Thomas Kaul	b7bbc029ac	Feature/render tags in dialogs (#864 ) * Render tags * Update changelog	4 years ago
Thomas Kaul	bad9d17c44	Setup allocations page and endpoint (#859 ) * Setup tagging system * Update changelog	4 years ago
Thomas Kaul	ea89ca5734	Feature/simplify ids in database schema (#861 ) * Simplify ids in database schema * Access * Order * Subscription * Update changelog	4 years ago
Thomas Kaul	20358d9105	Feature/persist savings rate (#849 ) * Persist savings rate * Update changelog	4 years ago
Thomas Kaul	82ede2fe32	Bugfix/fix fear and greed data source (#840 ) * Fix data source of Fear & Greed Index * Update changelog	4 years ago
Thomas Kaul	ba7c98d325	Add test case for BUY and SELL (partially) (#826 ) * Add test case for BUY and SELL (partially) * Fix investment calculation for sell activities * Do not show total value if sell activity * Update changelog	4 years ago
Thomas Kaul	8526b5a027	Feature/export draft activities as ics (#830 ) * Export draft activities as ICS * Update changelog	4 years ago
Thomas Kaul	67f2b326f3	Switch to new calculation engine (#814 ) * Switch to new calculation engine * Clean up old portfolio calculation engine (#815) * Rename new portfolio calculation engine (#816) * Update changelog	4 years ago
Thomas Kaul	957200854c	Feature/improve empty state of proportion chart (#811 ) * Improve empty state * Update changelog	4 years ago
Thomas Kaul	2a854e2574	Various improvements (#807 )	4 years ago
Thomas Kaul	204c7360c3	Feature/prepare for localized date format (#803 ) * Support localized date and number format * Update changelog	4 years ago
Thomas Kaul	fa41e25c8f	Release/1.131.1 (#804 ) * Add API version * Update changelog	4 years ago
Thomas Kaul	ebbdd47fa2	Exclude google login callback endpoint from versioning (#793 )	4 years ago
Thomas Kaul	65f6bcb166	Feature/harmonize algebraic sign of gross and net performance percent (#776 ) * Harmonize algebraic sign * Update changelog	4 years ago
Thomas Kaul	1214127ec0	Feature/rename orders to activities in import and export (#786 ) * Rename orders to activities * Update changelog	4 years ago
Thomas Kaul	14773bf1aa	Bugfix/fix duplicate currency conversion in account calculations (#771 ) * Fix currency conversion (duplicate) * Update changelog	4 years ago
Thomas Kaul	b4848be914	Feature/add developed vs emerging markets calculation (#767 ) * Add allocations by market * Update changelog	4 years ago
Thomas Kaul	86a1589834	Release/1.128.0 (#763 )	4 years ago
gizmodus	9f67993c03	Feature/fix issue with recent transactions (#750 ) * Fix percentage performance issue with recent transactions Co-authored-by: Reto Kaul <retokaul@sublimd.com>	4 years ago
Thomas Kaul	eb0444603b	Bugfix/fix user currency of public page (#761 ) * Fix user currency * Update changelog	4 years ago
Thomas Kaul	7b6893b5ed	Feature/add support for emergency fund (#749 ) * Add support for emergency fund * Update changelog	4 years ago
Thomas Kaul	e4908b51aa	Feature/add context to logger (#745 ) * Add contexts * Update changelog	4 years ago
Thomas Kaul	99655604d9	Feature/add support for coupon duration (#743 ) * Add support for coupon duration * Update changelog	4 years ago
Thomas Kaul	c216ab1d76	Eliminate data source from order model (#730 ) * Eliminate currency, data source and symbol from order model * Remove prefix for symbols with data source GHOSTFOLIO * Update changelog	4 years ago
Thomas Kaul	86acbf06f4	Feature/add data provider errors to api response (#738 ) * Add data provider error details * Update changelog	4 years ago
Thomas Kaul	3de7d3f60e	Bugfix/improve account calculations (#737 ) * Improve account calculations * Update changelog	4 years ago
Thomas Kaul	5bb20f6d5f	Bugfix/fix undefined currencies after creating an activity (#731 ) * Fix issue with undefined currencies after creating an activity * Update changelog	4 years ago
Thomas Kaul	b3e58d182a	Feature/add support for click in portfolio proportion chart (#729 ) * Add support for click * Update changelog	4 years ago
Thomas Kaul	c02bcd9bd8	Feature/migrate to yahoo finance2 (#722 ) * Migrate to yahoo-finance2 * Add support for mutual funds * Add url to symbol profile * Clean up	4 years ago
Thomas Kaul	745ba978a3	Bugfix/fix zen mode (#723 ) * Fix Zen mode * Update changelog	4 years ago
gizmodus	a5771f601d	Improve calculation of overall performance percentage (#701 ) * Improve calculation of overall performance percentage Co-authored-by: Reto Kaul <retokaul@sublimd.com>	4 years ago
Thomas Kaul	4ec351369b	Bugfix/add fallback to default account in import (#709 ) * Add fallback to default account if account id is invalid * Update changelog	4 years ago
Thomas Kaul	baa6a3d0f0	Feature/restructure api modules (#706 ) * Restructure modules * Update changelog	4 years ago
Thomas Kaul	280030ae7f	Feature/add twitter bot for fear and greed index (#702 ) * Add twitter bot for fear and greed index * Update changelog	4 years ago
Thomas Kaul	809ee97f6f	Add tests (#693 )	4 years ago
Thomas Kaul	fa66cd5bce	Feature/add countries and sectors to position detail dialog (#692 ) * Add asset and asset sub class * Add countries and sectors to position detail dialog * Update changelog	4 years ago
Thomas Kaul	76f70598e2	Feature/add support for wealth items (#666 ) * Add support for wealth items * Update changelog	4 years ago
Thomas Kaul	86943a5f5b	Feature/harmonize big.js operators (#686 ) * Harmonize big.js operators * Update changelog	4 years ago
gizmodus	6eb4eae4a9	Feature/fix twr performance 2 (#684 ) * Fix TWR performance * Weight holding period returns according to their investment value Co-authored-by: Reto Kaul <retokaul@sublimd.com>	4 years ago
Thomas Kaul	82069da4e2	Bugfix/fix user account creation (#682 ) * Fix the user account creation * Update changelog	4 years ago
gizmodus	9b5ec0c56d	Feature/fix twr performance (#679 ) * Fix TWR performance Co-authored-by: Reto Kaul <retokaul@sublimd.com>	4 years ago
Thomas Kaul	65bfe52db4	Feature/simplify admin user sign up (#675 ) * Simplify admin user sign up * Update changelog	4 years ago
Thomas Kaul	48b524de5a	Feature/add export functionality to position detail dialog (#672 ) * Add export functionality to the position detail dialog * Respect filters in activities export * Update changelog	4 years ago
Thomas Kaul	dc424a86ec	Feature/support deleting symbol profile data (#669 ) * Add support for deleting symbol profile data * Update changelog	4 years ago
Thomas Kaul	5d8bde5a70	Feature/access data source and symbol from symbol profile (#668 ) * Access dataSource and symbol from SymbolProfile * Update changelog	4 years ago
Thomas Kaul	161cb82820	Bugfix/fix data source of fear and greed index (#663 ) * Encode data source * Update changelog	4 years ago
Thomas Kaul	155c08d665	Transform data source (#658 ) * Transform data source * Update changelog	4 years ago
Thomas Kaul	b8ad6d6662	Feature/improve import (#657 ) * Improve import * Update changelog Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>	4 years ago
Ronald Konjer	919b20197f	import csv with account name or id (#654 ) * import csv with account id	4 years ago
Thomas Kaul	62885ea890	Feature/improve consistent use of symbol with data source (#656 ) * Improve the consistent use of symbol with dataSource * Update changelog	4 years ago
Thomas Kaul	65e151151b	Feature/increase fear and greed index to 90 days (#652 ) * Increase fear and greed index to 90 days * Update changelog	4 years ago
Thomas Kaul	5d3bbb8f30	Feature/improve annualized performance (#651 ) * Improve annualized performance calculation * Update changelog	4 years ago
Thomas Kaul	bcb7f5f522	Feature/add feature toggle for new calculation engine (#649 ) * Add feature toggle for new calculation engine * Update changelog	4 years ago
gizmodus	f15b33e950	Portfolio calculator rework (#632 ) * Portfolio calculator rework Co-authored-by: Reto Kaul <retokaul@sublimd.com>	4 years ago
Thomas Kaul	9c086edffe	Feature/extend historical data view in admin control (#646 ) * Extend market data view * Update changelog	4 years ago
Thomas Kaul	585f99e4df	Feature/add summary row to activities table (#645 ) * Add summary row to activities table * Update changelog	4 years ago
Thomas Kaul	0a8d159f78	Bugfix/fix missing symbol profile data connection in import (#630 ) * Fix missing symbol profile data connection in import * Update changelog	4 years ago
Thomas Kaul	7df53896f3	Feature/start eliminating data source from order (#622 ) * Start eliminating dataSource from order * Update changelog	4 years ago
Thomas Kaul	b2b3fde80e	Bugfix/support multiple accounts with the same name (#623 ) * Support multiple accounts with the same name * Update changelog	4 years ago
Thomas Kaul	075431d868	Feature/add google sheets as data source (#620 ) * Add google sheets as data source * Update changelog	4 years ago
Thomas Kaul	07de8f87fc	Set market prices explicitly (#618 ) * Set market prices explicitly * Set comments explicitly	4 years ago
Thomas Kaul	9ac67b0af2	Feature/expose profile data gathering by symbol endpoint (#611 ) * Expose profile data gathering by symbol endpoint * Update changelog	4 years ago
Thomas Kaul	e54638a684	Feature/improve analysis page (#609 ) * Improve analysis page (show y-axis, extend chart in relation to days in market) * Update changelog	4 years ago
Thomas Kaul	029b7bed9a	Bugfix/improve error handling in position api endpoint (#607 ) * Add guards * Update changelog	4 years ago
Thomas Kaul	cebf879d67	Feature/refactor demo user (#604 ) * Refactor demo user id * Update changelog	4 years ago
Thomas Kaul	d69a69ce18	Bugfix/fix exception with market state (#602 ) * Fix exception with market state * Update changelog	4 years ago
Thomas Kaul	6dcd801d05	Feature/extend statistics section with users in slack community (#596 ) * Extend statistics with users in Slack community * Update changelog	4 years ago
Thomas Kaul	438484879d	Bugfix/fix creation of historical data (#594 ) * Fix creation of historical data (upsert instead of update) * Update changelog	4 years ago
Thomas Kaul	9e1a7fc981	Feature/dividend (#547 ) * Add dividend to order type * Support dividend in transactions table * Support dividend in transaction dialog * Extend import file with dividend * Add dividend to portfolio summary * Update changelog Co-authored-by: Fly Man <fly.man.opensim@gmail.com>	4 years ago
Thomas Kaul	ff638adf03	Feature/add transactions to position detail dialog (#591 ) * Add transactions to position detail dialog * Update changelog	4 years ago
Thomas Kaul	db1d474ddf	Feature/more discreet data provider warning (#589 ) * Upgrade http-status-codes to version 2.2.0 * Make the data provider warning more discreet * Update changelog	4 years ago
Thomas Kaul	3b9a8fabb5	Clean up (#574 )	4 years ago
Valentin Zickner	5d39b267ab	write portfolio calculator test case for symbol BALN.SW (refs #554 ) (#572 )	4 years ago
Thomas Kaul	ffaaa14dba	Feature/increase fear and greed index to 30 days (#571 ) * Increase Fear & Greed index to 30 days * Update changelog	4 years ago
Thomas Kaul	1602f976f0	Feature/convert errors to warnings in portfolio calculator (#562 ) * Convert errors to warnings * Update changelog	4 years ago
Thomas Kaul	e78755c280	Replace OrderType with Type (prisma) (#560 )	4 years ago
Thomas Kaul	ddce8cc7f9	Feature/support update of historical data (#557 ) * Support update of historical data * Update changelog	4 years ago
Thomas Kaul	e518bc3779	Feature/clean up all time high and low from performance endpoint (#551 ) * Remove isAllTimeHigh / isAllTimeLow * Update changelog	4 years ago
Thomas Kaul	e255b76053	Feature/check currency in import validation (#538 ) * Check currency in import validation (avoid importing transactions in wrong currency) * Update changelog	4 years ago
Thomas Kaul	ed7209fb53	Feature/remove transactions import limit (#536 ) * Remove default transactions import limit * Update changelog	4 years ago
Thomas Kaul	11076592d1	Do not log coupon code (#533 )	4 years ago
Thomas Kaul	ebee851b23	Feature/support data gathering by symbol and date (#532 ) * Support data gathering by symbol and date * Update changelog	4 years ago
Thomas Kaul	78e0fdb0ca	Add coupon system (#529 ) * Add coupon system * Update changelog	4 years ago
Thomas Kaul	d09cad4e05	Feature/read only mode (#520 ) * Setup read only mode and update permissions dynamically * Update changelog	4 years ago
Thomas Kaul	069660afe4	Feature/increase fear and greed index to 10 days (#525 ) * Increase to 10 days * Update changelog	4 years ago
Thomas Kaul	4d9a223491	Feature/add system message (#519 ) * Add system message * Update changelog	4 years ago
Thomas Kaul	aed8f5cf04	Feature/upgrade prisma to version 3.6.0 (#518 ) * Upgrade prisma from version 2.30.2 to 3.6.0 * Update changelog	4 years ago
Thomas Kaul	1beb4de62f	Feature/support additional currencies (#517 ) * Support additional currencies * Update changelog	4 years ago
Thomas Kaul	3e82de6b21	Feature/add historical data chart of fear and greed index (#515 ) * Add historical data chart of market mood * Update changelog	4 years ago
Thomas Kaul	563f354e7e	Feature/symbol to uppercase to avoid duplicates (#514 ) * Convert the symbol to uppercase to avoid case-sensitive duplicates * Update changelog	4 years ago
Thomas Kaul	49f46e1a1e	Bugfix/improve allocations by currency with cash balances (#508 ) * Improve allocations by currency in combination with cash balances * Update changelog	4 years ago
Thomas Kaul	11be6f630f	Feature/expose data gathering by symbol (#503 ) * Expose data gathering by symbol as endpoint * Update changelog	4 years ago
Thomas Kaul	1f042ee791	Feature/eliminate redundant storage of historical exchange rates (#500 ) * Eliminate redundant storage of historical exchange rates * Clean up experimental API * Update changelog	4 years ago
Thomas Kaul	da6eaa0d77	Harmonize error log (#499 )	4 years ago
Thomas Kaul	6c07759eb7	Feature/add market data tab to admin control panel (#497 ) * Add market data tab * Update changelog	4 years ago
Thomas Kaul	72067459d6	Feature/add value to position detail dialog (#492 ) * Add value to position detail dialog * Update changelog	4 years ago
Thomas Kaul	1c2ca5b96b	Feature/accentuate all time high and low (#428 ) * Accentuate all time high and all time low * Update changelog Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>	4 years ago
Thomas Kaul	e1932eb5a1	Bugfix/exclude drafts from transaction count (#473 ) * Fix transactions count (exclude drafts) * Improve wording (summary page) * Update changelog	5 years ago
Thomas Kaul	3032126508	Feature/add footer row to accounts table (#471 ) * Add footer row to accounts table with total balance and value * Update changelog	5 years ago
Thomas Kaul	d2fabe7ce4	Feature/add value column to accounts table (#468 ) * Add value column * Update changelog	5 years ago
Thomas Kaul	a42700b9fe	Feature/introduce data gathering progress (#467 ) * Add data gathering progress * Update changelog	5 years ago
Thomas Kaul	cd76f89902	Feature/increase decimal places for cryptocurrencies (#462 ) * Calculate quantity precision * Update changelog	5 years ago
Thomas Kaul	e01e039a00	Release 1.72.0 (#459 )	5 years ago
Thomas Kaul	d60b444324	Release/1.71.0 (#458 ) * Refactor logger * Fix exception * Update changelog	5 years ago
Thomas Kaul	678544748a	Add symbol mapping (#452 ) * Add symbol mapping * Update changelog	5 years ago
Thomas Kaul	edb66bb166	Feature/extend statistics (#449 ) * Extend statistics * Update changelog	5 years ago
Thomas Kaul	1397cd62a8	Feature/extend public page (#445 ) * Extend public page * Update changelog	5 years ago
Thomas Kaul	9133ea38f3	Feature/order accesses (#441 ) * Order accesses * Update changelog	5 years ago
Thomas Kaul	2de0e75cb8	Feature/add user interface for granting and revoking public access (#439 ) * Add user interface for granting and revoking public access * Update changelog	5 years ago
Thomas Kaul	1296f95602	Feature/move data enhancer from data provider to data gathering (#437 ) * Move data enhancers from data provider to data enhancer module * Update changelog	5 years ago
Valentin Zickner	099ad18aaf	refactor data-provider.service.ts to have dynamic list of services (#429 ) * Refactor data-provider.service.ts to have dynamic list of services * Update changelog Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch> Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	5 years ago
Thomas Kaul	6dea9093ba	Feature/add public portfolio (#426 ) * Setup public portfolio page * Update changelog	5 years ago
Thomas Kaul	b57301ef50	Feature/extend import validation message (#421 ) * Extend import validation message * Update changelog	5 years ago
Thomas Kaul	2e5176bacf	Feature/extend import by csv files (#419 ) * Support import of csv files * Update changelog	5 years ago
Thomas Kaul	f06a0fbbee	Feature/validate duplicate orders for import (#416 ) * Validate duplicate orders * Update changelog	5 years ago
Thomas Kaul	93dcbeb6c7	Feature/add validation for import (#415 ) * Valid data types * Maximum number of orders * Data provider service returns data for the dataSource / symbol pair	5 years ago
Valentin Zickner	f308ae7a13	add sectors and countries for ETFs (#410 ) * Update changelog Co-Authored-By: Valentin Zickner <valentin@coderworks.de> Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	5 years ago
Thomas Kaul	d1eedf9726	Bugfix/various fixes (#407 ) * Fix links * Update column * Fix impersonation mode * Update changelog	5 years ago
Thomas Kaul	fe2bd6eea8	Feature/protect endpoints (#396 ) * Protect endpoints * Update changelog	5 years ago

1 2 3 4 5 ...

436 Commits (fc8e23a9c8e4270f50c50b6931c41be1c00a49c1)