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Ghostfolio

Manage your wealth like a boss

Ghostfolio

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About this app

Ghostfolio is a privacy-first, open source dashboard for your personal finances.

Break down your asset allocation, know your net worth and make solid, data-driven investment decisions.

Protect your assets. Refine your personal investment strategy.

Ghostfolio empowers busy people to keep track of stocks, ETFs or cryptocurrencies without being tracked.

What's new
Version 2.215.0today

This release includes several improvements and new features:

  • Extended the activities table menu with a View Holding item
  • Added a new admin API endpoint for user management

UI and functionality enhancements:

  • Improved the icons for holdings tabs on the home page
  • Improved the style of the safe withdrawal rate selector in the FIRE section
  • Improved table headers alignment in the platform and tag management sections

Bug fixes:

  • Fixed an issue where the first user signing up via social login wasn't assigned the ADMIN role when no administrator existed

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.212.0last week

This release includes several improvements and new features:

  • Added a close holding button to the holding detail dialog
  • Added the Sponsors section to the about page
  • Extended the user detail dialog in the users section of the admin control panel

UI and functionality enhancements:

  • Improved the usability of the user detail dialog in the users section of the admin control panel
  • Improved the language localization for German

Bug fixes:

  • Ensured the locale is available in the settings dialog to customize the rule thresholds

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.211.0last week

This release includes several improvements and new features:

  • Extended the export functionality by the user account's performance calculation type
  • Added the SelfhostedHub logo to the logo carousel on the landing page
  • Added a user detail dialog to the users section of the admin control panel

UI and functionality enhancements:

  • Localized the number formatting in the static portfolio analysis rule for Liquidity
  • Improved the language localization for German

Bug fixes:

  • Fixed the style in the footer row of the accounts table
  • Fixed the rendering of names and symbols for custom assets in the import activities dialog
  • Fixed an issue with the market price in base currency during the portfolio snapshot calculation

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.210.12 weeks ago

This release includes several improvements and new features:

  • Added support for configuring the safe withdrawal rate in the FIRE section
  • Changed the "As seen in" section on the landing page to an animated carousel
  • Added support for data gathering by date range in the asset profile details dialog
  • Extracted the portfolio filter form of the assistant to a reusable component

UI and functionality enhancements:

  • Improved spacing around buttons in the holding detail dialog
  • Extended Storybook stories for the accounts table component
  • Formatted the holdings table in the AI-related actions on the analysis page

Bug fixes:

  • Fixed the enter key press to submit the form of the login with access token dialog
  • Fixed an issue in the database seeding process
  • Fixed an issue where importing custom asset profiles failed due to validation errors

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.208.03 weeks ago

This release includes several improvements and new features:

  • Added support for configuring the safe withdrawal rate in the FIRE section
  • Changed the "As seen in" section on the landing page to an animated carousel
  • Improved language localization for German

UI and functionality enhancements:

  • Improved spacing around buttons in the holding detail dialog
  • Extended Storybook stories for the accounts table component

Bug fixes:

  • Fixed server startup message to properly display IPv6 addresses
  • Enabled IPv6 connectivity for Redis in the job queue module
  • Fixed an issue where importing custom asset profiles failed due to validation errors

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.206.0last month

This release includes several improvements and new features:

  • Improved number formatting in settings dialog for X-ray page rule thresholds
  • Enhanced usability of the assistant by preselecting the first search result
  • Improved usability of Cancel/Close buttons in create watchlist item dialog
  • Restricted retirement date picker selection to future dates in FIRE calculator
  • Improved support for mutual funds in Financial Modeling Prep service

UI and functionality enhancements:

  • Refactored Open Startup page to standalone
  • Improved language localization for German

Bug fixes:

  • Handled exception in get asset profile functionality of Financial Modeling Prep service
  • Added missing CommonModule import in import activities dialog

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.205.0last month

This release includes several improvements and new features:

  • Added safe withdrawal rate to user settings (experimental)
  • Added support for column sorting to the queue jobs table in the admin control panel
  • Extended the tags selector component to support form control
  • Improved support for mutual funds in the Financial Modeling Prep service

UI and functionality enhancements:

  • Improved number formatting of y-axis labels in investment and line chart components
  • Enhanced usability of the create asset profile dialog in the market data section
  • Improved language localization for German
  • Restricted retirement date picker selection to future dates in the FIRE calculator

Bug fixes:

  • Resolved issues with the save button in the create or update activity dialog
  • Fixed investment calculations when selling all units of a holding
  • Improved table headers' alignment in the activities table

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.202.0last month

This release includes the following improvements:

  • Added settings to the Access model
  • Extended the tags selector component to support form control
  • Added the symbol to the benchmark component
  • Added the latest activities to the public page (experimental)
  • Added pagination to the activities table of the activities import dialog
  • Added an option to configure the account column of the activities table component

Various UI and functionality enhancements have been made, including:

  • Improved language localization for German
  • Refreshed the cryptocurrencies list
  • Hid the account column from the activities table of the account detail dialog

Several bug fixes have been implemented, addressing issues with:

  • The save button in the create or update activity dialog
  • Investment calculations when selling all units of a holding
  • Unit price calculations in the impersonation mode

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.200.0last month

This release includes the following improvements:

  • Extended performance calculation method details on the FAQ page
  • Improved search in the Yahoo Finance service
  • Moved holdings table into the holdings section on the public page
  • Various UI and functionality enhancements

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.199.0last month

This release includes the following improvements:

  • Added automatic data gathering for custom currencies in the admin control panel
  • Improved search in the Yahoo Finance service
  • Enhanced performance calculation method details in the FAQ
  • Various UI and localization improvements

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.194.02 months ago

This release includes the following improvements:

  • Extended watchlist endpoint with 50-Day and 200-Day trends
  • Moved support for customizing rules in the X-ray section to general availability
  • Improved asset sub class selector for valuables in the activity dialog

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.192.02 months ago

This release includes the following improvements:

  • Added accounts and data source to the assistant's search results
  • Added quantity column to the holdings table in account detail dialog
  • Improved language localization for German, Portuguese, and Spanish
  • Refreshed the cryptocurrencies list

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.191.12 months ago

This release includes the following improvements:

  • Added a new static portfolio analysis rule: Liquidity (Buying Power)
  • Added interest and dividend values to the account detail dialog
  • Improved account detail dialog with chart and dynamic numerical precision
  • Enhanced usability of Cancel/Close and Save buttons in various dialogs
  • Extended accounts endpoint with allocations, dividend, and interest
  • Refactored portfolio performance component
  • Improved import functionality with tags support
  • Enhanced fuzzy search for accounts and holdings
  • Improved language localization for German, Portuguese, Spanish, and Polish

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.190.02 months ago

This release includes the following improvements:

  • Extended import functionality by tags
  • Improved dynamic numerical precision for various values in the holding detail dialog
  • Shortened date display in activities table on mobile
  • Introduced fuzzy search for accounts endpoint
  • Refactored fuzzy search for holdings in the assistant
  • Improved meta data in HTML files
  • Enhanced language localization for Catalan, German, Polish, and Spanish

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.189.03 months ago

This release includes the following improvements:

  • Added support to exclude an activity from analysis based on tags
  • Improved performance and metadata in HTML files
  • Enhanced sitemap speed and balance of headings
  • Better language localization for Catalan, German, Polish, and Spanish
  • Removed ts-node from DB seeding
  • Upgraded Node.js, Angular, and Nx versions
  • Added Storybook components for accounts and memberships
  • Fixed missing localization in account dialogs

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.186.03 months ago

This release includes the following improvements:

  • Added allocation column to accounts table in holding detail dialog
  • Improved Top 3 and Bottom 3 performers on analysis page
  • Enhanced usability of toggle component
  • Simplified users table in admin control panel
  • Extended import functionality for custom asset profiles
  • Improved portfolio calculations and asset profile dialog
  • Enhanced language localization for multiple languages
  • Improved date format in FIRE calculator
  • Fixed issues with impersonation mode permissions and currency detection

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.185.03 months ago

This release includes the following improvements:

  • Extended import functionality for custom asset profiles
  • Improved portfolio calculations and asset profile dialog
  • Enhanced language localization for multiple languages
  • Added new Storybook stories for activity type and toggle components
  • Improved date format in FIRE calculator
  • Fixed issues with impersonation mode permissions and currency detection

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.184.03 months ago

This release includes the following improvements:

  • Added language localization for various portfolio analysis rules
  • Extended export functionality for custom asset profiles
  • Improved portfolio calculations for activities without historical market data
  • Enhanced asset profile dialog in the admin control panel
  • Added messaging for the assistant when no results are found
  • Improved language localization for multiple languages

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.181.03 months ago

This release includes the following improvements:

  • Added alternative investment as an asset class and collectible as an asset sub class
  • Improved portfolio calculations for activities without historical market data
  • Enhanced asset profile dialog in the admin control panel
  • Improved language localization for multiple languages
  • Respected filter by account when exporting activities
  • Fixed an issue in biometric authentication related to matching passkeys

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.180.03 months ago

This release includes the following improvements:

  • Added alternative investment as an asset class
  • Added collectible as an asset sub class
  • Improved language localization for multiple languages
  • Increased the width of the markets overview and watchlist
  • Added a Manage Asset Profile button for administrators
  • Improved the allocations by asset class for unknown asset classes

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.178.04 months ago

This release includes the following improvements:

  • Improved language localization for multiple languages
  • Increased the width of the markets overview and watchlist
  • Extended the Fear & Greed Index in the markets overview by cryptocurrencies (experimental)

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.176.04 months ago

This release includes the following improvements:

  • Added support for generating a new Security Token via the user's account access panel
  • Moved the main content of the holding detail dialog to a new overview tab
  • Introduced fuzzy search for holdings and quick links in the assistant
  • Improved the search results of the assistant to only display categories with content
  • Enhanced the sitemap to dynamically compose public routes
  • Improved language localization for German

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.174.04 months ago

This release includes the following improvements:

  • Added language localization for Account Cluster Risks rule
  • Extended data providers management with online status in admin control panel
  • Improved assistant with dynamic date range selector based on user's first activity
  • Enhanced language localization for multiple languages including French, German, Chinese, Spanish, and Portuguese
  • Simplified data providers management in admin control panel
  • Fixed variable resolution issues and eliminated startup warnings

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.172.04 months ago

This release includes the following improvements:

  • Added language localization for Account Cluster Risks rule and admin control panel in quick links
  • Added current holdings as default options in symbol search when creating or updating activities
  • Improved assistant with dynamic date range selector based on user's first activity
  • Improved style of assistant and value components
  • Enhanced language localization for multiple languages including Chinese, Spanish, German, Portuguese, Catalan, French, Italian, Polish, and Turkish
  • Fixed date offset issue with account balances
  • Fixed missing files for mobile app integration

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.171.04 months ago

This release includes the following improvements:

  • Added current holdings as default options in the symbol search when creating or updating activities
  • Added support for creating custom tags in the create or update activity dialog
  • Added quick links in search results and skeleton loader to changelog page
  • Added support for column sorting to markets overview and watchlist
  • Added background gradient to sidebar navigation
  • Improved style of assistant, card components, and system messages
  • Fixed date offset issue with account balances and annualized performance calculation
  • Fixed import button enabling and empty account balances in import activities dialog
  • Fixed missing files for TWA and cache verification issues
  • Improved language localization for multiple languages including German, Spanish, French, Turkish, and Ukrainian

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.166.05 months ago

This release includes the following improvements:

  • Added support to create custom tags in the create or update activity dialog
  • Improved the style of card components and system messages
  • Improved language localization for German, Spanish, Turkish, and Ukrainian

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.165.05 months ago

This release includes the following improvements:

  • Extended the FAQ page with information on performance calculation method
  • Improved the Live Demo setup
  • Renamed 'orders' to 'activities' in the Tag database schema
  • Refreshed the cryptocurrencies list
  • Improved language localization for Catalan, Dutch, Polish, and Spanish
  • Changed investment value calculation to account for currency effects
  • Upgraded Node.js from version 20 to 22

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.164.05 months ago

This release includes the following improvements:

  • Improved language localization for multiple languages including Dutch, French, Polish, and Spanish
  • Upgraded various dependencies

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.163.05 months ago

This release includes the following improvements:

  • Improved language localization for multiple languages
  • Upgraded various dependencies

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.162.15 months ago

This release includes the following improvements:

  • Added a hint about delayed market data to the markets overview
  • Added the asset profile count per data provider to the admin endpoint
  • Improved symbol lookup results for cryptocurrencies
  • Extended the data providers management in the admin control panel
  • Improved language localization for multiple languages
  • Upgraded various dependencies

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.161.06 months ago

This release includes the following improvements:

  • Extended the endpoint to get a holding by the date of the last all time high and the current change to the all time high
  • Improved the language localization for Turkish
  • Fixed an issue in the performance calculation on the date of an activity when the unit price differs from the market price
  • Fixed the horizontal overflow in the table of the benchmark component

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.160.06 months ago

This release includes the following improvements:

  • Added the watchlist to the features page
  • Extended the content of the Frequently Asked Questions (FAQ) pages
  • Moved the watchlist from experimental to general availability
  • Fixed an issue with fee calculations related to activities in a custom currency

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.158.06 months ago

This release includes the following improvements:

  • Added support to delete an asset from the watchlist (experimental feature)
  • Improved language localization for German
  • Renamed 'Order' to 'activities' in the Account database schema
  • Fixed an issue with saving activities of type INTEREST, ITEM, and LIABILITY

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.157.06 months ago

This release includes the following improvements:

  • Introduced a watchlist to follow assets (experimental feature)
  • Changed the column label from Index to Name in the benchmark component
  • Extended the data providers management in the admin control panel
  • Improved language localization for German

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.156.06 months ago

This release includes the following improvements:

  • Improved currency code validation (uppercase required) and error messages
  • Respected watcher count for delete asset profiles
  • Enhanced French localization
  • Upgraded ngx-skeleton-loader and Nx versions
  • Fixed investment calculation in custom currencies
  • Improved file import to accept case-insensitive extensions
  • Fixed missing localization for "someone" on the public page
  • Added watchlist API endpoints (DELETE, GET, POST)
  • Simplified data source checks in DTOs
  • Renamed Subscription schema field (User → user)
  • Migrated UI components to control flow
  • Fixed settings dialog for X-ray page thresholds

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.154.06 months ago

This release includes the following improvements:

  • Extended the benchmark detail dialog with the current market price
  • Added performance calculation type to user settings (experimental)
  • Made the historical market data editor expandable in the admin control panel
  • Improved language localization for German
  • Fixed word wrap in the menu of the historical market data table in admin control panel
  • Added support for custom currency in activities
  • Updated cryptocurrencies list
  • Auto-deactivate asset profiles on Yahoo Finance delisting
  • Optimized market data range queries
  • Moved subscription offers to user service
  • Fixed issues in custom currency asset profiles and exchange rate parsing

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.151.06 months ago

This release includes the following improvements:

  • Added a data gathering status column to the historical market data table in the admin control panel
  • Set a maximum number of symbols per request in the Financial Modeling Prep service
  • Improved language localization for English
  • Fixed the link to the pricing page in the premium indicator component

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.150.07 months ago

This release includes the following improvements:

  • Added support to toggle data gathering for individual asset profiles in the admin control panel
  • Improved the check for duplicates in the activities import preview step
  • Enhanced language localization for French, German, and Polish

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.149.07 months ago

This release includes the following improvements:

  • Added support for changing the asset profile identifier in the admin control panel
  • Improved the static portfolio analysis rule for emergency fund setup
  • Restricted historical market data gathering to active asset profiles
  • Improved language localization for German

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.148.07 months ago

This release includes the following improvements:

  • Added the 'isActive' flag to the asset profile model
  • Improved language localization for German
  • Upgraded various dependencies

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.147.07 months ago

This release includes the following improvements:

  • Added support for filtering in the AI prompt copy actions on the analysis page
  • Improved export functionality with filters on accounts and tags
  • Enhanced symbol validation in the Yahoo Finance service
  • Improved language localization for German and Turkish
  • Refreshed the cryptocurrencies list

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.146.07 months ago

This release includes the following improvements:

  • Improved user account registration usability
  • Enhanced AI prompt copy feature on the analysis page
  • Improved German language localization
  • Removed exchange rates from admin control panel overview
  • Upgraded various dependencies

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.145.17 months ago

This release includes the following improvements:

  • Added AI prompt copy feature for analysis data
  • Improved X-ray page styling and German localization
  • Fixed import functionality issues on activities page
  • Fixed dividend and market data retrieval in Financial Modeling Prep
  • Added LinkedIn page links to about page and footer
  • Enhanced custom currency management in admin panel
  • Added timestamp to portfolio snapshots and CUSIP support
  • Integrated Storybook into build process

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.141.08 months ago

This release includes the following improvements:

  • Extended the export functionality by the tags
  • Extended the portfolio snapshot in the portfolio calculator by the activities count
  • Improved tag management and currency validation
  • Fixed error handling and symbol profile issues
  • Enhanced German localization
  • Added missing Storybook assets
  • Improved the numeric comparison of strings in the value component

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases

Version 2.139.18 months ago

This release includes improvements to the application:

  • Added new static portfolio analysis rules for Regional Market Cluster Risk (Asia-Pacific Markets and Japan)
  • Added support for creating custom tags in holdings
  • Improved symbol lookup in data enhancers
  • Enhanced German language localization
  • Fixed gaps in benchmark comparator charts

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.137.19 months ago

This release includes improvements to the application:

  • Added a new static portfolio analysis rule: Regional Market Cluster Risk (North America)
  • Added support for ETF sector data in the Yahoo Finance data enhancer
  • Improved language localization for German
  • Enhanced asset profile details dialog in admin control
  • Improved dynamic numerical precision for cryptocurrencies

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.136.09 months ago

This release includes improvements to the application:

  • Improved Ukrainian language support
  • Enhanced Financial Modeling Prep service functionality
  • Fixed issues with holdings and sectors display
  • Fixed locale-based thousand separator detection
  • Updated cryptocurrency listings

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.135.09 months ago

This release includes improvements to the application:

  • Added Polish language support
  • Enhanced Financial Modeling Prep service functionality
  • Improved chart visualizations and annotations
  • Various performance improvements and dependency updates

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.133.19 months ago

This release includes improvements to the application:

  • Added AI prompt copy feature to the analysis page
  • Improved usability of portfolio sharing with clipboard confirmation
  • Enhanced asset and platform logo handling
  • Improved German language support
  • Updated cryptocurrency listings

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.132.010 months ago

This release includes improvements to the application:

  • Added user interface for managing access shared by others
  • Improved automatic cleanup of unused asset profiles
  • Enhanced German language support
  • Fixed issues with the Twitter bot service

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.131.010 months ago

This release includes improvements to the application:

  • Improved search functionality for asset profiles
  • Enhanced usability of access management
  • Improved support for importing activities
  • Added Polish language localization improvements

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.127.010 months ago

This release includes improvements to the application:

  • Extended X-ray page with summary view
  • Fixed portfolio snapshot caching in calculator

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.125.011 months ago

This release includes improvements to the application:

  • Improved symbol search interface
  • Enhanced admin control panel with expanded users table
  • Updated cryptocurrencies list
  • Increased default request timeout

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.124.111 months ago

This release includes improvements to the application:

  • Fixed tables style related to sticky columns

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.123.011 months ago

This release includes improvements to the application:

  • Moved chart functionality in holdings tab from experimental to general availability
  • Added holding selector to the assistant feature
  • Improved FIRE and X-ray page organization
  • Enhanced rule threshold customization with range sliders
  • Improved German and Italian language support

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.122.011 months ago

This release includes improvements to the application:

  • Fixed chart display issues in the holdings tab
  • Improved user authorization handling
  • Enhanced market overview functionality

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.121.112 months ago

This release includes improvements to the application:

  • Updated permissions handling for better security
  • Improved Stripe payment integration

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.120.012 months ago

This release includes several improvements:

  • Restructured resources page for better organization
  • Renamed portfolio analysis rule from Allocation Cluster Risk to Economic Market Cluster Risk
  • Improved German language localization

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.119.012 months ago

This release includes several improvements:

  • Fixed issues with chart scaling on the analysis page
  • Fixed calculations for portfolio analysis rules related to market allocation risks
  • Improved configuration settings

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.117.012 months ago

This release includes several improvements:

  • Added the logotype to the footer
  • Added data providers management to the admin control panel
  • Improved the backgrounds of the chart on the holdings tab of the home page
  • Improved language localization for German
  • Fixed an issue in the carousel component for the testimonial section on the landing page

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.115.012 months ago

This release includes several improvements:

  • Added the name to the tooltip of the chart of the holdings tab on the home page
  • Improved the backgrounds and labels of the chart of the holdings tab on the home page
  • Improved the usability to customize the rule thresholds in the X-ray section by introducing sliders
  • Exposed the timeout of the portfolio snapshot computation as an environment variable
  • Improved portfolio unit tests
  • Fixed consideration of user language settings on login with Security Token

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.114.012 months ago

This release includes several improvements:

  • Added a tooltip to the chart of the holdings tab on the home page
  • Extended the Public API with the health check endpoint
  • Moved the tags from the info to the user service
  • Fixed an exception in the portfolio details endpoint

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.113.012 months ago

This release includes several improvements:

  • Optimized portfolio calculations by reusing date intervals
  • Refactored the calculation of allocations by market on the allocations page and public page
  • Fixed an issue with historical market data gathering for derived currencies

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.112.0last year

This release includes several improvements:

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

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.111.0last year

This release includes several improvements:

  • Added read permissions to the Platform and Tag models
  • Optimized portfolio calculations with smarter cloning of activities
  • Integrated add currency functionality into the market data section of the admin control panel
  • Improved the language localization for German
  • Fixed content height issues in create or update dialogs for platforms and tags in the admin control

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.110.0last year

This release includes several improvements:

  • 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

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.109.0last year

This release includes several improvements:

  • Extended the Public API with a new endpoint for portfolio performance metrics
  • Added portfolio performance metrics to the public page
  • Improved usability of the create or update access dialog
  • Improved loading indicator of the accounts table
  • Improved language localization for German and Polish

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.108.0last year

This release includes several improvements:

  • 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 in the admin control
  • Introduced filters for data source and symbol in the accounts endpoint
  • Improved the usability of the toggle component
  • Improved the get quotes functionality of the EOD Historical Data service

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.107.1last year

This release includes several improvements:

  • Set up a performance logging service
  • Added loading indicators to the queue jobs and users tables in the admin control panel
  • Reworked the portfolio calculator
  • Improved caching of the portfolio snapshot
  • Improved language localization for Polish
  • Fixed issues in the view mode toggle of the holdings tab and on the portfolio activities page
  • Fixed an issue in the activities filters

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.106.0last year

This release includes several improvements:

  • Set up a performance logging service
  • Added loading indicators to the queue jobs and users tables in the admin control panel
  • Reworked the portfolio calculator
  • Improved caching of the portfolio snapshot
  • Improved language localization for Polish
  • Fixed issues in the view mode toggle of the holdings tab and on the portfolio activities page

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.105.0last year

This release includes several improvements:

  • Added support to deactivate rules in the X-ray section
  • Improved the language localization for German
  • Fixed currency conversion for fees and values in dividend import and activities service

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.103.0last year

This release includes several improvements:

  • Improved the color assignment in the chart of the holdings tab on the home page
  • Enabled Catalan and Polish as options in the user settings
  • Improved the language localization for Portuguese

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.100.0last year

This release includes several improvements and additions:

Added:

  • Support to manage tags of holdings in the holding detail dialog

Changed:

  • Improved the color assignment in the chart of the holdings tab on the home page (experimental)
  • Persisted the view mode of the holdings tab on the home page (experimental)
  • Improved the language localization for Catalan and Spanish

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.98.0last year

Here's what's new in this release:

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)

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

Full release notes are found at https://github.com/ghostfolio/ghostfolio/releases.

Version 2.83.0last year

This release upgrades Ghostfolio from 2.61.0 to v2.83.0, and includes numerous bug fixes, performance improvements, and new features. Here's what's new in the latest version:

Added:

  • Added an indicator for active filters (experimental)

  • Added the absolute change column to the holdings table on the home page

Changed:

  • Improved the usability of the create or update activity dialog by preselecting the (only) account

  • Improved the usability of the date range selector in the assistant

  • Refactored the holding detail dialog to a standalone component

  • Refreshed the cryptocurrencies list

  • Refactored various pages to standalone components

  • Improved the delete all activities functionality on the portfolio activities page to work with the filters of the assistant

  • Improved the language localization for German (de)

  • Improved the language localization for Türkçe (tr)

Fixed:

  • Upgraded yahoo-finance2 from version 2.11.1 to 2.11.2 (causing pricing errors)
  • Fixed the position detail dialog close functionality

For full release notes and additional changes from previous versions, please visit: https://github.com/ghostfolio/ghostfolio/releases

Version 2.61.0last year

This release upgrades Ghostfolio from v2.51.0 to v2.61.0, and includes numerous bug fixes, performance improvements, and new features. Here's what's new in the latest version:

Added:

  • Added an index for isExcluded to the account database table

  • Extended the content of the Self-Hosting section on the Frequently Asked Questions (FAQ) page

Changed:

  • Optimized the calculation of the portfolio summary

  • Improved the activities import by isin in the Yahoo Finance service

  • Improved the handling of activities without account

Fixed:

  • Fixed the the activities import

For full release notes and additional changes from previous versions, please visit: https://github.com/ghostfolio/ghostfolio/releases

Version 2.51.0last year

This release upgrades Ghostfolio from v2.28.0 to v2.51.0, and includes numerous bug fixes, performance improvements, and exciting new features. Here's what's new in the latest version:

Added:

  • Introduced a setting to disable the data gathering in the admin control

  • Added a button to apply the active filters in the assistant

Changed:

  • Improved the ordered list of the Top 3 and Bottom 3 performers on the analysis page in Safari

  • Harmonized the environment variables of various API keys

  • Moved the assistant from experimental to general availability

Fixed:

  • Fixed the date conversion of the import of historical market data in the admin control panel

For full release notes and additional changes from previous versions, please visit: https://github.com/ghostfolio/ghostfolio/releases

Version 2.28.0last year

This release upgrades Ghostfolio from v2.14.0 to v2.28.0, and includes numerous bug fixes, performance improvements, and exciting new features. Here's what's new in the latest version:

Added:

  • Added a historical cash balances table to the account detail dialog
  • Introduced a 'HasPermission' annotation for endpoints

Changed:

  • Relaxed the check for duplicates in the preview step of the activities import (allow same day)
  • Respected the 'withExcludedAccounts' flag in the account balance time series

Fixed:

  • Changed the mechanism of the 'INTRADAY' data gathering to operate synchronously avoiding database deadlocks

For full release notes and additional changes from previous versions, please visit: https://github.com/ghostfolio/ghostfolio/releases

Version 2.14.02 years ago

This release upgrades Ghostfolio from v1.287.0 to v2.14.0, and includes numerous bug fixes, performance improvements, and exciting new features. Here's what's new in the latest version:

Added:

  • Added the OpenFIGI data enhancer for Financial Instrument Global Identifier (FIGI)
  • Added figi, figiComposite and figiShareClass to the asset profile model

Changed:

  • Moved the fees on account level feature from experimental to general availability
  • Moved the interest on account level feature from experimental to general availability
  • Moved the search for a holding from experimental to general availability
  • Improved the error message in the activities import for csv files
  • Removed the application version from the client
  • Allowed to edit today’s historical market data in the asset profile details dialog of the admin control panel

Fixed:

  • Fixed the style of the active page in the header navigation
  • Trimmed text in i18n service to query messages.*.xlf files on the server

Special Thanks

@dl90 @dtslvr

For full release notes and additional changes from previous versions, please visit: https://github.com/ghostfolio/ghostfolio/releases

Version 1.287.02 years ago

Changed:

  • Hid the average buy price in the position detail chart if there is no holding
  • Improved the language localization for French
  • Refactored the blog articles to standalone components

Fixed:

  • Fixed the sorting by currency in the activities table

For full release notes and additional changes from previous version 1.269, please visit: https://github.com/ghostfolio/ghostfolio/releases

Version 1.269.02 years ago

This version contains a crucial update to address the inability to add new securities, an issue that arose from a recent change to Yahoo Finance. A full list of new features, improvements, and bug fixes for versions between 1.241.0 and 1.269.0 can be found here: https://github.com/ghostfolio/ghostfolio/releases.

Version 1.269.0 release notes:

  • Added FINANCIAL_MODELING_PREP as a new data source type
  • Improved the market price on the first buy date in the chart of the position detail dialog
  • Restructured the admin control panel with a new settings tab
Version 1.241.02 years ago

This release updates Ghostfolio from 1.231.0 to 1.241.0. A full list of new features, improvements, and bug fixes for versions between 1.231.0 and 1.241.0 can be found here: https://github.com/ghostfolio/ghostfolio/releases.

Version 1.241.0 release notes:

  • Filtered activities with type ITEM from search results
  • Considered the user's language in the Stripe checkout
  • Upgraded the Stripe dependencies
  • Upgraded twitter-api-v2 from version 1.10.3 to 1.14.2
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