Ghostfolio

This release improves historical market data gathering, enhances the admin control panel, and fixes various bugs related to data mapping and time zones.

Updated historical market data gathering with carry-forward logic and a 12-hour cooldown, alongside admin panel UI improvements and a bug fix for weekend data gathering.

Introduced access removal, expanded AI prompt data in the holdings table, added an experimental MCP server, and fixed public access updates and performance calculations.

This release includes improvements to the activities table and permission selector, database index optimizations, a Node.js engine upgrade, and various bug fixes for market data and Storybook.

Introduces data management permissions for portfolio sharing and enhances account selectors, error handling, and localization for German and Japanese.

Improved account selector sorting, refactored services with Angular decorators, and replaced deprecated permissions attributes with scopes.

Updated dependencies, improved localization and portfolio performance, and added write scopes and an experimental asset profile merge feature.

Updated the toggle component style, promoted cryptocurrency symbol lookup improvements to general availability, and fixed Macau mapping in asset profile data.

Upgraded Angular, Nx, and Storybook dependencies and fixed a social login internal server error.

Introduced experimental stock split logic, implemented access scopes replacing deprecated permissions, and improved performance and stability across various components.

Updated cryptocurrency and country lists and fixed performance and data mapping issues for portfolio calculations and financial services.

Promoted activity cloning and editing to general availability, improved UI wording and localization, and removed the deprecated isDraft attribute.

This release introduces quantity display in holding details, optimizes user resolution performance, and includes numerous fixes for impersonation mode and data redaction.

Added quantity to the holding detail dialog and fixed numerous bugs related to account allocations and impersonation mode.

Enhanced the toggle component with disabled states and icons, reused components across pages, and fixed state handling in selectors.

Introduced a Draft tag for future activities, deprecated the isDraft attribute, updated activity counting, and improved German localization and service data accuracy.

This release introduces a Coverage rule to the Emergency Fund section, improves activity and dividend import logic, and enhances UI alignment and localization.

Enhanced user settings, improved impersonation mode fixes, and updated various UI components and background processes.

Added platform logos to account and activity dialogs, introduced an isLoading attribute for value components, and improved system tag protections and Spanish localization.

This release improves portfolio summary usability, extends activity tagging, optimizes assistant search performance, and enhances asset profile import and admin validation.

Added account platform support for activity imports, experimental stock split management, and various admin panel usability improvements and bug fixes.

This release includes UI improvements to tag selectors, enhanced Chinese localization, a NestJS upgrade, and various bug fixes in the activities table and account dialogs.

Harmonized export data formats, removed deprecated API attributes, improved German localization, and fixed UI scroll and export filtering issues.

Introduces date range filters for exports and portfolio activities, improves mobile styling and performance, and fixes various portfolio analysis rules.

Added an empty state and Storybook story for the Fear & Greed Index, improved localization for Spanish and Ukrainian, and refactored market pages and line charts.

Added an account detail overview tab and read-only tags, improved portfolio summary and German localization, and upgraded AI SDK dependencies.

Enhanced portfolio summaries, FIRE calculator, and performance calculations, while deprecating firstOrderDate in the portfolio performance endpoint.

Updated portfolio performance to include cash, moved account tags to general availability, and improved admin UI and general stability.

This release introduces stack trace logging for listener warnings, promotes custom tags to general availability, and improves portfolio snapshot calculations and localization.

Upgraded chartjs-chart-treemap and fixed issues related to cash position dialogs, portfolio holding API exceptions, and access endpoint error handling.

Updated yahoo-finance2 to v4.0.0, refactored language redirect middleware, and removed the deprecated SymbolProfile field.

Added manual data source conversion for asset profiles, improved number extraction, restricted symbol data access, and removed a deprecated auth endpoint.

Added Fear & Greed Index support for self-hosted environments, improved copy-to-clipboard visuals, updated German localization, and upgraded the stripe library.

Migrated activity dialogs to dedicated routes, improved admin panel localization, and fixed multiple validation and calculation bugs related to tags and asset profiles.

Improved application performance by implementing OnPush change detection across multiple pages and fixed various bugs related to activity cloning, data gathering, and error handling.

Added a Fear & Greed Index markets endpoint to the GHOSTFOLIO provider, hardened asset profile validations, and upgraded various dependencies.

Updated the default fear and greed index data source, improved Dutch localization, upgraded helmet, and fixed various UI display issues.

Added environment variables for Fear & Greed Index data source, rate limiting, and proxy trust, while improving Korean localization and rounding index values.

Migrated the webpack executor to a plugin, implemented OnPush change detection across multiple pages, and improved Chinese and German localization.

Added copy-to-clipboard support to alert dialogs, optimized page performance with OnPush change detection, and improved localization and user flows.

Introduced experimental account tags, optimized component change detection, upgraded dependencies, and fixed Stripe checkout and user import issues.

This release includes rounding logic refactors, security hardening for portfolio sharing, API query parameter improvements, localization updates, and several bug fixes for the treemap chart and portfolio calculations.

Introduces per-domain proxy routing support, updates various dependencies, improves localization and date picker styling, and fixes several validation and rounding bugs.

Added per-domain proxy routing support, improved query parameter parsing and localization, and updated various dependencies and legal documents.

Added experimental filtering for public portfolio sharing, Japanese localization, and fixed various chart, currency, and API test issues.

Updated several dependencies including Nx and bull-board, improved UI styling for error messages and tables, and refined country mapping for data providers.

Introduces UI copy-to-clipboard buttons, admin panel pagination, market data throughput improvements, and removes a deprecated API field.

This release improves numerical precision on mobile, upgrades a dependency, and fixes several bugs related to API requests, admin controls, and data gathering.

Improved numerical precision on mobile, updated the internationalized number library, and fixed API request failures and admin panel bugs.

Introduced new environment variables for cron and statistics concurrency, updated dependencies, and fixed data provider and benchmark service issues.

This release adds external link icons and Korean language support, updates asset profile endpoints, and improves localization and sorting in the admin panel.

This release includes various UI improvements, bug fixes, and an API deprecation of SymbolProfile in favor of assetProfile.

This release introduces a click handler for page tabs, improves styling and localization, updates dependencies, and migrates X-ray rule thresholds to form controls.

Improved numerical precision on mobile, optimized portfolio holding endpoints, and fixed various bugs in dividend imports and symbol identification.

This release adds a new asset profile update API endpoint, introduces OpenRouter support for the web_fetch tool, and includes various UI improvements and bug fixes.

This release introduces automatic user table refreshes, enhances language localization, improves admin panel styling, and refactors asset profile management and backend logging.

Introduced OpenRouter web_fetch support, extended country mapping, and removed deprecated attributes from portfolio details holdings.

Introduced proxy environment variable support, centralized outbound HTTP requests via FetchService, and updated several dependencies.

This release removes deprecated attributes from the public portfolio endpoint and removes the api/v1/order endpoints, alongside various bug fixes and dependency upgrades.

Introduces the DIRECT_URL environment variable, adds benchmark component icons, improves pagination and localization, and fixes cash balance calculations.

This release introduces nestjs-best-practices skills, updates numerous dependencies, and improves localization, dark mode, and mobile UI.

Added angular-developer skills, updated stripe, harmonized unit styling, and fixed validation and font family issues.

Updated the landing page logos, added a theme switcher to Storybook, modernized the admin panel layout, and improved general styling and localization.

Promoted copy-to-clipboard buttons to general availability, improved component styling, updated Prettier, and fixed cash labels in holdings tables.

Ghostfolio 3.0 migrates to Material Design 3, promotes analysis page features to general availability, and updates several dependencies.

Migrated to Material Design 3, upgraded Prisma to 7.3.0, and removed support for the sslmode=prefer parameter.

This release includes alphabetical sorting for activity types, asset classes, and tags, various dependency upgrades, and a mobile layout fix for the accounts table.

Introduced loans as an asset subclass, enhanced admin asset profile editing, improved German localization, and upgraded lodash.

Introduced activity type filtering, a version copy button for admins, updated SaaS terms of service, and fixed multiple allocation charts in Presenter View.

Introduced copy-to-clipboard functionality across various components, updated cryptocurrency lists, improved German and Spanish localizations, and upgraded several dependencies.

Added a quantity column to the holdings table, improved API security, refined ETF allocation grouping, and updated Polish localization.

Introduces calendar year date ranges for portfolio activities, updates several dependencies, and improves sign-out logic and localization.

Integrated Bull Dashboard for job queue visualization, optimized listeners with debouncing, improved localizations, and fixed Redis health check failures.

Added column sorting to admin data providers, expanded asset profile data in holdings, and deprecated order endpoints in favor of activities endpoints.

Upgraded yahoo-finance2 from version 3.13.0 to 3.13.2.

Removed deprecated committedFunds from portfolio details and upgraded Nx to version 22.5.3, while fixing a filter button issue in the assistant.

Updated to Material Design 3, upgraded Prisma to version 7.3.0, and modified database SSL configuration requirements.

Excluded scraper configuration and symbol mapping from import/export, improved localization for Dutch, Italian, and Spanish, and fixed data source transformation issues.

Improved admin currency profile usability, removed a deprecated portfolio analysis rule, refactored data provider queries, and fixed a market price exception on the X-ray page.

Improved Chinese localization, updated NestJS to 11.1.14, and fixed issues creating specific activity types.

Updated the account field to be optional in activity dialogs and fixed validation and page size issues.

This release improves portfolio summary usability, updates the cryptocurrency list, enhances German and Spanish localizations, and fixes several value redaction issues in impersonation mode.

Added custom cryptocurrency support, the Sky cryptocurrency, a new admin panel preset, and updated several dependencies.

This release introduces a new static portfolio analysis rule for fee ratios, updates several dependencies, and improves Yahoo Finance ETF data fetching and German localization.

Upgraded ngx-skeleton-loader and twitter-api-v2 dependencies and fixed several performance and exchange rate calculation issues.

Migrated to Material Design 3, upgraded Prisma to version 7.3.0, and updated SSL mode requirements for database connections.

This release removes the deprecated transactionCount, refreshes the cryptocurrencies list, upgrades Nx, and fixes assistant accounts and tags in impersonation mode.

Updated Stripe dependency, fixed Yahoo Finance top holdings fetch exception, and removed deprecated transactionCount from the admin endpoint.

Added Yahoo Finance top holdings for ETFs and mutual funds, introduced impersonation mode for balance endpoints, and refactored transaction counting to activities counting.

Migrated to Material Design 3, upgraded prisma to 7.3.0, and removed support for the sslmode=prefer parameter.

This release improves asset profile dialog usability, updates localization for multiple languages, and upgrades several core dependencies including Angular, Lodash, Nx, and Prettier.

Updates the portfolio calculator and service by replacing deprecated fields and refreshing the cryptocurrencies list.

The analysis page now includes currency effects, German localization is improved, and the firstBuyDate field is deprecated.

Removed deprecated platforms and activities while fixing numeric parsing and fee calculation errors for cash positions and custom currencies.

Added Korean language localization, restored experimental support for specific calendar year date ranges in the holdings table, and fixed total fee calculations for custom currencies.

This release includes various UI refactors, bug fixes for net worth calculations and sorting, and the deprecation of activities in the portfolio holdings endpoint.

Added currency effects for cash positions in portfolio holdings and improved platform integration, admin panel configuration, and German localization.

Updated the FIRE calculator, upgraded the stripe dependency to v20.1.0, removed a deprecated Stripe key, and fixed JSONPath imports for REST APIs.

Updated the self-hosting FAQ with more data provider information and upgraded class-validator and yahoo-finance2 dependencies.

Introduces a new platforms endpoint, updates several dependencies including Angular and Nx, and includes various UI fixes and administrative improvements.

Updated portfolio calculations with calendar year boundaries, added ISIN numbers to asset profiles, and restored experimental date range support in the assistant.

This update improves portfolio calculations, enhances the admin asset profile with ISIN numbers, restores specific year range support in the assistant, and fixes date localization.

Updated portfolio calculations with calendar year boundaries, added ISIN numbers to asset profiles, and restored experimental date range support in the assistant.

Added experimental retirement wealth projection data, moved the notification module to the UI package, and improved German localization and portfolio chart calculations.

Added data source transformation and OIDC login for self-hosted environments, a 3D hover effect for membership cards, and updated dependency versions and cryptocurrency precision.

Refactored API query parameters, updated dependencies, improved Financial Modeling Prep service functionality, and fixed a user endpoint issue in the admin panel.

Updated asset profile processing, replaced uuid with node:crypto, upgraded dependencies, and fixed exchange rate calculations.

This update improves admin controls, refines currency and pricing page content, updates the cryptocurrencies list, and fixes issues with activity deletion and future activity editing.

Introduces a View Details menu item, experimental percentage values for portfolio summaries, and updates the logo carousel and yahoo-finance2 dependency.

Introduced automatic exchange rate gathering, added a new blog post, refactored portfolio and admin services, and updated the Prisma dependency.

Introduced automatic exchange rate gathering, updated authentication environment variables, and refactored portfolio and admin panel data loading.

Improved Chinese language localization and upgraded chart.js and svgmap dependencies.

Added a new admin user endpoint, upgraded Ionic Angular, switched to esbuild, and implemented various UI fixes and FAQ content improvements.

Updated FAQ content, migrated to esbuild, refactored to standalone components, improved German localization, and fixed various UI and administrative bugs.

The client build executor was updated from webpack-browser to browser-esbuild.

This release improves the activities table UI, enhances historical market data gathering, updates dependencies, and removes Internet Identity as a social login provider.

This release adds a View Holding menu item, improves various holdings icons and localization, and upgrades NestJS to version 11.1.8.

This release adds a close holding button, a sponsors section, improves the admin user detail dialog, and refactors AI prompt generation for holdings tables.

This update introduces enhanced export functionality, admin panel improvements, and dependency upgrades while fixing several rendering and calculation bugs.

This release extends export functionality, updates Prisma and tablemark dependencies, and fixes various UI rendering issues.

This update introduces date range data gathering for asset profiles, improves AI prompt formatting, updates the ioredis dependency, and fixes login and database seeding issues.

Added date range data gathering for asset profiles, improved AI prompt formatting and German localization, and fixed login and database seeding issues.

Updated page content, optimized data provider services, and fixed various UI and calculation bugs.

Introduces experimental safe withdrawal rate configuration, UI updates, and removes several deprecated portfolio endpoints.

Introduced experimental access editing, admin panel tabs, and date range queries, alongside various UI refinements and bug fixes.

This release introduces localization improvements, usability enhancements to assistants and dialogs, and various code refactorings including standalone components.

This update restricts the retirement date picker to future dates, enhances mutual fund support in Financial Modeling Prep, improves German localization, and upgrades Prisma.

Introduced an experimental safe withdrawal rate setting and improved chart formatting, localization, and admin panel usability.

Added column sorting to the admin queue jobs table and a new blog post, while removing the deprecated ITEM activity type.

Added settings to the Access model, enhanced the tags selector, updated activity types, and fixed bugs in the activity dialog and investment calculations.

This release introduces new UI components and pagination, refreshes the cryptocurrency list, improves German localization, and fixes a value redaction issue.

Refactored the access token dialog to a standalone component, upgraded Prisma to v6.16.1, and removed a temporary element from the activities table.

This release improves Yahoo Finance search, migrates to Prisma configuration files, refactors components, and fixes pagination consistency in market data and user endpoints.

This update improves search functionality, refactors components and imports, updates the FAQ page, and fixes pagination inconsistencies in the admin control panel.

Upgraded core dependencies, refactored several components to standalone, and improved German localization and interstitial variations.

This update introduces automatic data gathering for custom currencies, restructures the portfolio report endpoint, and includes various UI refactors and dependency upgrades.

This release includes various component refactorings to standalone, localization improvements, dependency upgrades, and bug fixes for average price calculations and queue jobs.

Updated chart.js to version 4.5.0, refactored the ZEN page, and improved request timeout usage and error handling in data providers.

This update introduces experimental watchlist trends, promotes custom X-ray rules to general availability, improves UI components, and upgrades several core dependencies including Ionic and Prisma.

Added data source filtering for asset profiles and expanded data provider management in the admin control panel, while improving error handling and upgrading yahoo-finance2.