v1.29.0

Ghostfolio Release Notes

v2.114.0

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Added

• Added a tooltip to the chart of the holdings tab on the home page (experimental)
• Extended the Public API with the health check endpoint (experimental)

Changed

• Moved the tags from the info to the user service
• Switched the prefer-const rule from warn to error in the eslint configuration

Fixed

• Fixed an exception in the portfolio details endpoint caused by a calculation of the allocations by market

---

Add-on Release Notes

What's Changed

• Update actions/checkout action to v4.2.1 by @renovate in #87
• Update Ghostfolio to v2.114.0 by @renovate in #88

Full Changelog: v1.28.0...v1.29.0

v1.28.0

Ghostfolio Release Notes

v2.113.0

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Added

• Set up a git-hook via husky to lint and format the changes before a commit
• Added the typescript-eslint/recommended-type-checked rule to the eslint configuration
• Added the typescript-eslint/stylistic-type-checked rule to the eslint configuration

Changed

• Optimized the portfolio calculations by reusing date intervals
• Refactored the calculation of the allocations by market on the allocations page
• Refactored the calculation of the allocations by market on the public page

Fixed

• Handled an exception in the historical market data gathering of derived currencies

v2.112.0

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Added

• Added a message to the search asset component if no results have been found in the create or update activity dialog
• Added support to customize the rule thresholds in the X-ray section (experimental)

Changed

• Optimized the portfolio calculations with smarter date interval selection
• Improved the language localization for German (de)

Fixed

• Fixed an issue in the calculation of allocations by market (Unknown)
• Fixed the eslint configuration

---

Add-on Release Notes

What's Changed

• Update Ghostfolio to v2.113.0 by @renovate in #86

Full Changelog: v1.27.0...v1.28.0

v1.27.0

Ghostfolio Release Notes

v2.111.0

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Added

• Added read permissions to the Platform model
• Added read permissions to the Tag model
• Added userId to the Tag database schema

Changed

• Considered the availability of the date range selector in the assistant per view
• Considered the availability of the filters in the assistant per view
• Optimized the portfolio calculations with smarter cloning of activities
• Integrated the add currency functionality into the market data section of the admin control panel
• Improved the language localization for German (de)
• Upgraded prisma from version 5.19.1 to 5.20.0
• Upgraded webpack-bundle-analyzer from version 4.10.1 to 4.10.2

Fixed

• Fixed the content height of the create or update platform dialog in the admin control
• Fixed the content height of the create or update tag dialog in the admin control

---

Add-on Release Notes

What's Changed

• Update actions/checkout action to v4.2.0 by @renovate in #84
• Update Ghostfolio to v2.111.0 by @renovate in #85

Full Changelog: v1.26.0...v1.27.0

v1.26.0

Ghostfolio Release Notes

v2.110.0

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Changed

• Improved the usability of various action menus by introducing horizontal lines to separate the delete action
• Improved the chart in the account detail dialog (experimental)
• Aligned the holdings and regions of the public page with the allocations page
• Considered the user’s language in the link of the access table to share the portfolio
• Improved the language localization for German (de)

---

Add-on Release Notes

What's Changed

• Update Ghostfolio to v2.110.0 by @renovate in #83

Full Changelog: v1.25.0...v1.26.0

v1.25.0

Ghostfolio Release Notes

v2.109.0

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Added

• Extended the Public API with a new endpoint that provides portfolio performance metrics (experimental)
• Added the portfolio performance metrics to the public page
• Added a blog post: Hacktoberfest 2024

Changed

• Improved the usability of the create or update access dialog
• Improved the loading indicator of the accounts table
• Exposed the concurrency of the asset profile data gathering as an environment variable (PROCESSOR_CONCURRENCY_GATHER_ASSET_PROFILE)
• Exposed the concurrency of the historical market data gathering as an environment variable (PROCESSOR_CONCURRENCY_GATHER_HISTORICAL_MARKET_DATA)
• Exposed the concurrency of the portfolio snapshot calculation as an environment variable (PROCESSOR_CONCURRENCY_PORTFOLIO_SNAPSHOT)
• Improved the language localization for German (de)
• Improved the language localization for Polish (pl)
• Upgraded prisma from version 5.19.0 to 5.19.1

---

Add-on Release Notes

What's Changed

• Update Ghostfolio to v2.109.0 by @renovate in #79
• Improve release notes gathering by @lildude in #81

Full Changelog: v1.24.0...v1.25.0

v1.24.0

Ghostfolio Release Notes

v2.108.0

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Added

• Added support for bonds in the import dividends dialog
• Added a Copy link to clipboard action to the access table to share the portfolio
• Added the current market price column to the historical market data table of the admin control
• Introduced filters (dataSource and symbol) in the accounts endpoint

Changed

• Improved the usability of the toggle component
• Switched to the accounts endpoint in the holding detail dialog
• Added a fallback in the get quotes functionality of the EOD Historical Data service

---

Addon Release Notes

What's Changed

• Only get Ghostfolio release notes if Ghostfolio updated by @lildude in #76
• Update Ghostfolio to v2.108.0 by @renovate in #78

Full Changelog: v1.23.1...v1.24.0

v1.23.1

Add-on Release Notes

What's Changed

• Configure nginx to run as an unprivileged user by @lildude in #75

Full Changelog: v1.23.0...v1.23.1

v1.23.0

Ghostfolio Release Notes

v2.107.1

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Fixed

• Fixed an issue in the activities filters that occurred during destructuring

v2.107.0

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Added

• Extended the filters of the activities endpoint by dataSource and symbol

Changed

• Migrated the portfolio snapshot calculation to the queue design pattern
• Optimized the asynchronous operations using Promise.all() in the info service
• Optimized the asynchronous operations using Promise.all() in the admin control panel endpoint
• Extracted the users from the admin control panel endpoint to a dedicated endpoint
• Improved the language localization for French (fr)
• Improved the language localization for Italian (it)
• Upgraded bull from version 4.10.4 to 4.16.2

v2.106.0

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Added

• Set up a performance logging service
• Added a loading indicator to the queue jobs table in the admin control panel
• Added a loading indicator to the users table in the admin control panel
• Added the attribute mode to the scraper configuration to get quotes instantly

Changed

• Reworked the portfolio calculator
• Improved the caching of the portfolio snapshot in the portfolio calculator by returning cached data and recalculating in the background when it expires
• Exposed the log levels as an environment variable (LOG_LEVELS)
• Exposed the maximum of chart data items as an environment variable (MAX_CHART_ITEMS)
• Changed the data format of the environment variable CACHE_QUOTES_TTL from seconds to milliseconds
• Changed the data format of the environment variable CACHE_TTL from seconds to milliseconds
• Removed the environment variable MAX_ITEM_IN_CACHE
• Improved the error logs of the scraper configuration test in the asset profile details dialog of the admin control
• Improved the language localization for Polish (pl)
• Migrated from cache-manager-redis-store to cache-manager-redis-yet
• Upgraded cache-manager from version 3.4.3 to 5.7.6
• Upgraded prisma from version 5.18.0 to 5.19.0

Fixed

• Fixed an issue in the view mode toggle of the holdings tab on the home page (experimental)
• Fixed an issue on the portfolio activities page by loading the data only once
• Fixed an issue in the carousel component for the testimonial section on the landing page
• Fixed the historical market data gathering in the Yahoo Finance service by switching from historical() to chart()
• Handled an exception in the historical market data component of the asset profile details dialog in the admin control panel

v2.105.0

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Added

• Added support to deactivate rules in the X-ray section (experimental)

Changed

• Improved the language localization for German (de)

Fixed

• Fixed the currency conversion for fees and values in the dividend import by applying the correct rate based on the activity date
• Fixed the currency conversion for fees and values in the activities service by applying the correct rate based on the activity date

v2.104.1

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Fixed

• Fixed an issue with the clone functionality of an activity caused by a changed date format

v2.104.0

Compare Source

Added

• Set up a notification service for alert and confirmation dialogs

Changed

• Refactored the dark theme CSS selector
• Improved the language localization for German (de)
• Upgraded date-fns from version 2.29.3 to 3.6.0
• Upgraded zone.js from version 0.14.7 to 0.14.10

Fixed

• Removed read_only: true from the docker-compose.yml file to allow prisma to run migrations

---

Add-on Release Notes

What's Changed

• Update Ghostfolio by @renovate in #69
• Use a fixed version for the builder by @lildude in #71
• Update Ghostfolio to v2.103.0 by @renovate in #70
• Update home-assistant/builder action to v2024.08.2 by @renovate in #72
• Update Ghostfolio to v2.107.1 by @renovate in #73

Full Changelog: v1.22.0...v1.23.0

v1.22.0

Ghostfolio Release Notes

v2.98.0

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Added

• Set up the language localization for Catalan (ca)

Changed

• Improved the account selector of the create or update activity dialog
• Improved the handling of the numerical precision in the value component
• Skipped derived currencies in the get quotes functionality of the data provider service
• Improved the language localization for Spanish (es)
• Upgraded angular from version 18.0.4 to 18.1.1
• Upgraded Nx from version 19.4.3 to 19.5.1
• Upgraded prisma from version 5.16.1 to 5.17.0

Fixed

• Fixed the dividend import from a data provider for holdings without an account
• Fixed an issue in the public page related to a non-existent access

---

Add-on Release Notes

What's Changed

• Update docker/login-action action to v3.3.0 by @renovate in #64
• Change Postgres recommendation by @lildude in #65
• Update Ghostfolio to v2.98.0 by @renovate in #67
• Add optional environment variables configuration option and force timezone to use UTC by @lildude in #68

Full Changelog: v1.21.0...v1.22.0

v1.21.0

Ghostfolio Release Notes

v2.97.0

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Added

• Added selfh.st to the As seen in section on the landing page

Changed

• Improved the numerical precision in the holding detail dialog
• Improved the handling of the numerical precision in the value component
• Optimized the 7d data gathering by prioritizing the currencies
• Improved the language localization for German (de)
• Upgraded Node.js from version 18 to 20 (Dockerfile)
• Upgraded Nx from version 19.4.0 to 19.4.3
• Upgraded prettier from version 3.3.1 to 3.3.3

Fixed

• Fixed the table sorting of the holdings tab on the home page

---

Add-on Release Notes

What's Changed

• Update softprops/action-gh-release action to v2.0.7 by @renovate in #60
• Update softprops/action-gh-release action to v2.0.8 by @renovate in #61
• Update Ghostfolio to v2.97.0 by @renovate in #62

Full Changelog: v1.20.0...v1.21.0